Sovereign Financial Group, Inc. Incresed Positions in Q4 2024

Sovereign Financial Group, Inc.

  • $426 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IONQ
Ion Q, Inc.

Technology
4.04K
+ 13.29%
$8.17 - $48.24 $33K - $195K
34.5K $1.44M
QQQ
Invesco Qqq Trust, Series 1

ETFs
557
+ 1.61%
$481.22 - $538.17 $268K - $300K
35.2K $18M
AAPL
Apple Inc.

Technology
377
+ 0.7%
$221.69 - $259.02 $83.6K - $97.7K
54.2K $13.6M
GOOGL
Alphabet Inc.

Communication Services
130
+ 0.35%
$161.86 - $196.66 $21K - $25.6K
37.3K $7.07M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
175K
+ 699.26%
$1.38 - $4.81 $241K - $841K
200K $889K
SPY
Spdr S&P 500 ETF Trust

ETFs
271
+ 0.66%
$567.81 - $607.81 $154K - $165K
41.5K $24.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.89K
+ 201.46%
$201.32 - $217.44 $582K - $629K
4.33K $895K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
10.6K
+ 40.41%
$49.39 - $52.31 $524K - $555K
36.9K $1.83M
AVGO
Broadcom Inc.

Technology
778
+ 15.12%
$159.67 - $250.0 $124K - $195K
5.92K $1.37M
IGOV
Ishares 1 3 International Trea

ETFs
9.92K
+ 155.79%
$38.42 - $41.79 $381K - $415K
16.3K $626K
JPM
Jpmorgan Chase & CO

Financial Services
667
+ 11.94%
$205.18 - $250.29 $137K - $167K
6.26K $1.5M
TSLA
Tesla, Inc.

Consumer Cyclical
50
+ 2.57%
$213.65 - $479.86 $10.7K - $24K
2K $806K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.38K
+ 6.96%
$126.68 - $134.74 $301K - $320K
36.5K $4.66M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.57K
+ 84.9%
$80.13 - $83.77 $286K - $299K
7.76K $623K
VTI
Vanguard Total Stock Market Et

ETFs
868
+ 37.49%
$280.04 - $302.45 $243K - $263K
3.18K $922K
VTV
Vanguard Value ETF

ETFs
4.45K
+ 4.62%
$168.32 - $181.87 $748K - $808K
101K $17M
IWY
Ishares Tr Russell 200 Growth

ETFs
536
+ 7.62%
$216.72 - $244.71 $116K - $131K
7.57K $1.78M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.77K
+ 10.64%
$74.5 - $78.37 $430K - $452K
60K $4.48M
NFLX
Netflix Inc

Communication Services
153
+ 34.77%
$687.65 - $936.56 $105K - $143K
593 $528K
IAU
Ishares Gold Trust

ETFs
4.3K
+ 70.74%
$48.37 - $52.65 $208K - $227K
10.4K $514K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.76K
+ 86.47%
$107.41 - $115.71 $189K - $204K
3.8K $419K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.84K
+ 10.93%
$103.6 - $112.52 $190K - $206K
18.6K $1.95M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.48K
+ 4.81%
$48.33 - $49.08 $313K - $318K
141K $6.84M
TT
Trane Technologies PLC

Industrials
547
+ 42.08%
$369.35 - $419.14 $202K - $229K
1.85K $682K
SHV
Ishares Tr

ETFs
1.59K
+ 30.83%
$109.92 - $110.57 $175K - $176K
6.75K $743K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
144
+ 1.84%
$521.84 - $558.82 $75.1K - $80.5K
7.98K $4.3M
RDVY
First Trust Rising Dividend Ac

ETFs
2.86K
+ 2.49%
$58.65 - $64.37 $168K - $184K
118K $6.96M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.4K
+ 415.84%
$26.93 - $84.95 $306K - $965K
14.1K $385K
WMT
Walmart Inc.

Consumer Defensive
902
+ 12.93%
$79.1 - $95.7 $71.3K - $86.3K
7.88K $711K
EPD
Enterprise Products Partners L.P.

Energy
3.8K
+ 35.62%
$28.66 - $34.43 $109K - $131K
14.5K $453K
MBB
Ishares Tr

ETFs
1.89K
+ 23.05%
$91.26 - $95.82 $173K - $181K
10.1K $926K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
14.3K
+ 130.53%
$9.82 - $10.6 $140K - $151K
25.2K $254K
VB
Vanguard Small Cap ETF

ETFs
239
+ 0.91%
$233.76 - $261.58 $55.9K - $62.5K
26.5K $6.37M
VONG
Vanguard Russell 1000 Growth E

ETFs
817
+ 13.61%
$95.27 - $107.82 $77.8K - $88.1K
6.82K $704K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.02K
+ 19.1%
$71.75 - $75.11 $145K - $152K
12.6K $907K
AOA
Ishares Tr Core Aggressive All

ETFs
1.49K
+ 36.27%
$76.61 - $79.88 $114K - $119K
5.58K $427K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
676
+ 16.52%
$124.61 - $133.96 $84.2K - $90.6K
4.77K $614K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
15K
+ 71.72%
$5.19 - $7.23 $77.8K - $108K
35.9K $218K
HDV
Ishares Core High Dividend ETF

ETFs
997
+ 21.94%
$110.82 - $121.28 $110K - $121K
5.54K $622K
IEFA
Ishares Tr

ETFs
3.19K
+ 17.34%
$70.06 - $77.43 $223K - $247K
21.6K $1.52M
VGT
Vanguard Information Technolog

ETFs
17
+ 0.85%
$571.78 - $647.97 $9.72K - $11K
2.02K $1.25M
AXP
American Express CO

Financial Services
141
+ 9.61%
$267.35 - $305.57 $37.7K - $43.1K
1.61K $477K
DIS
Walt Disney CO

Communication Services
36
+ 0.78%
$92.39 - $117.6 $3.33K - $4.23K
4.65K $518K
T
At&T Inc.

Communication Services
1.61K
+ 3.2%
$21.22 - $23.88 $34.1K - $38.4K
51.9K $1.18M
PDP
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.03%
$102.88 - $117.55 $514 - $588
16.8K $1.8M
XLE
Energy Sector Spdr

ETFs
956
+ 21.02%
$83.32 - $97.27 $79.7K - $93K
5.5K $471K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
732
+ 21.37%
$100.24 - $101.35 $73.4K - $74.2K
4.16K $418K
SCHG
Schwab Strategic Tr Us Large C

ETFs
26.8K
+ 301.32%
$25.93 - $105.3 $695K - $2.82M
35.7K $995K
AOK
Ishares Tr Core Conservative A

ETFs
1.96K
+ 31.37%
$37.3 - $38.64 $73.2K - $75.9K
8.22K $306K
Activity Summary
Buys All Purchases 150 New Holdings 15 Increased Positions 135 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sovereign Financial Group, Inc. Portfolio

Follow Sovereign Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovereign Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email