Sovereign Financial Group, Inc. Incresed Positions in Q3 2025

Sovereign Financial Group, Inc.

  • $514 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
263
+ 0.45%
$175.16 - $255.24 $46.1K - $67.1K
58.8K $14.3M
VUG
Vanguard Growth ETF

ETFs
983
+ 1.62%
$433.97 - $484.08 $427K - $476K
61.7K $29.6M
GOOGL
Alphabet Inc.

Communication Services
657
+ 1.75%
$174.36 - $254.72 $115K - $167K
38.2K $9.28M
VEA
Vanguard Ftse Developed Market

ETFs
10.5K
+ 2.09%
$56.02 - $60.3 $587K - $632K
513K $30.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
200
+ 0.56%
$546.99 - $602.2 $109K - $120K
35.7K $21.5M
VTV
Vanguard Value ETF

ETFs
2.6K
+ 2.38%
$175.51 - $186.57 $457K - $485K
112K $20.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.93K
+ 4.56%
$49.43 - $54.52 $442K - $487K
205K $11.1M
OEF
Ishares S&P 100 ETF

ETFs
5.21K
+ 154.72%
N/A
8.58K $2.28M
NVDA
Nvidia Corp

Technology
1.8K
+ 5.19%
$153.3 - $186.58 $277K - $337K
36.6K $6.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.13K
+ 12.08%
$567.77 - $614.76 $639K - $692K
10.4K $6.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4K
+ 9.61%
$132.9 - $142.03 $531K - $568K
45.6K $6.43M
RDVY
First Trust Rising Dividend Ac

ETFs
3.58K
+ 2.83%
$62.38 - $67.29 $223K - $241K
130K $8.75M
IEMG
Ishares Inc

ETFs
14.8K
+ 70.8%
N/A
35.7K $1.92M
VB
Vanguard Small Cap ETF

ETFs
992
+ 3.48%
$237.58 - $259.17 $236K - $257K
29.5K $7.5M
IWM
Ishares Russell 2000 ETF

ETFs
2.77K
+ 136.08%
$214.92 - $244.84 $596K - $679K
4.81K $1.16M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.86K
+ 21.56%
$54.35 - $59.32 $427K - $466K
44.3K $2.62M
MSFT
Microsoft Corp

Technology
551
+ 3.64%
$491.09 - $535.64 $271K - $295K
15.7K $8.12M
MP
Mp Materials Corp.

Basic Materials
3.75K
+ 36.82%
$30.03 - $77.13 $113K - $289K
13.9K $934K
IVE
Ishares S&P 500 Value ETF

ETFs
2.01K
+ 24.96%
$194.44 - $206.51 $392K - $416K
10.1K $2.08M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.28K
+ 61.43%
$98.52 - $103.93 $421K - $444K
11.2K $1.16M
AVGO
Broadcom Inc.

Technology
303
+ 4.8%
$264.74 - $369.57 $80.2K - $112K
6.62K $2.18M
REZ
Ishares Tr Residential And Mul

ETFs
3.55K
+ 7.22%
$81.06 - $85.23 $288K - $303K
52.8K $4.48M
VHT
Vanguard Health Care ETF

ETFs
1.49K
+ 129.39%
$239.12 - $259.95 $356K - $387K
2.64K $684K
EFV
Msci Eafe Value ETF

ETFs
4.15K
+ 15.93%
$62.79 - $68.42 $260K - $284K
30.2K $2.05M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.31K
+ 6.95%
$67.48 - $71.55 $291K - $308K
66.3K $4.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.86K
+ 5.44%
$76.16 - $78.59 $294K - $303K
74.9K $5.85M
GLDM
World Gold Trust

ETFs
3.25K
+ 33.95%
$64.73 - $76.45 $210K - $248K
12.8K $979K
GLD
Spdr Gold Trust

ETFs
57
+ 0.88%
$300.96 - $355.47 $17.2K - $20.3K
6.51K $2.32M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.2K
+ 3.14%
$49.78 - $50.75 $259K - $264K
171K $8.64M
IWY
Ishares Tr Russell 200 Growth

ETFs
413
+ 5.38%
$243.93 - $275.62 $101K - $114K
8.09K $2.21M
RGTI
Rigetti Computing, Inc.

Technology
3.12K
+ 28.88%
$11.33 - $32.1 $35.3K - $100K
13.9K $414K
JPM
Jpmorgan Chase & CO

Financial Services
305
+ 4.48%
$282.78 - $316.06 $86.2K - $96.4K
7.12K $2.24M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.41K
+ 4.42%
$45.72 - $47.27 $202K - $208K
104K $4.89M
IAU
Ishares Gold Trust

ETFs
1.44K
+ 10.12%
$61.62 - $72.77 $88.7K - $105K
15.7K $1.14M
BNDX
Vanguard Total International B

ETFs
5.21K
+ 2.47%
$49.0 - $49.51 $255K - $258K
216K $10.7M
DFIV
Dimensional ETF Tr

ETFs
3.06K
+ 10.82%
$42.66 - $46.53 $131K - $143K
31.4K $1.45M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.45K
+ 1.85%
$78.11 - $79.07 $192K - $194K
135K $10.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.49K
+ 11.07%
$55.61 - $57.37 $194K - $200K
35K $2M
CAT
Caterpillar Inc

Industrials
48
+ 2.4%
$390.92 - $477.15 $18.8K - $22.9K
2.05K $977K
XOM
Exxon Mobil Corp

Energy
749
+ 3.26%
$105.83 - $117.22 $79.3K - $87.8K
23.7K $2.67M
ABBV
Abb Vie Inc.

Healthcare
124
+ 3.48%
$184.85 - $231.54 $22.9K - $28.7K
3.69K $853K
RTX
Raytheon Technologies Corp

Industrials
357
+ 5.99%
$144.19 - $167.33 $51.5K - $59.7K
6.32K $1.06M
AMD
Advanced Micro Devices Inc

Technology
816
+ 36.44%
$134.8 - $184.42 $110K - $150K
3.06K $494K
LOW
Lowes Companies Inc

Consumer Cyclical
580
+ 59.79%
$215.01 - $273.02 $125K - $158K
1.55K $389K
BAC
Bank Of America Corp

Financial Services
119
+ 0.32%
$44.92 - $52.42 $5.35K - $6.24K
37.4K $1.93M
SLV
I Shares Silver Trust

ETFs
71
+ 0.42%
$32.73 - $42.5 $2.32K - $3.02K
17.1K $724K
JNJ
Johnson & Johnson

Healthcare
149
+ 3.68%
$155.17 - $185.42 $23.1K - $27.6K
4.19K $777K
PDP
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.02%
$107.15 - $118.05 $429 - $472
16.8K $1.98M
VONG
Vanguard Russell 1000 Growth E

ETFs
609
+ 8.74%
$108.08 - $121.73 $65.8K - $74.1K
7.58K $913K
Activity Summary
Buys All Purchases 174 New Holdings 32 Increased Positions 142 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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