Sovereign Financial Group, Inc. Incresed Positions in Q2 2025

Sovereign Financial Group, Inc.

  • $470 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
10.9K
+ 2.22%
$45.65 - $57.01 $498K - $622K
502K $28.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
39
+ 0.11%
$416.06 - $551.64 $16.2K - $21.5K
35.5K $19.6M
IVV
Ishares Core S&P 500 ETF

ETFs
318
+ 1.11%
$498.8 - $620.9 $159K - $197K
29K $18M
NVDA
Nvidia Corp

Technology
323
+ 0.94%
$94.31 - $157.99 $30.5K - $51K
34.8K $5.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.64K
+ 21.32%
$456.74 - $568.03 $748K - $930K
9.32K $5.29M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
15.8K
+ 13.5%
$77.74 - $78.78 $1.23M - $1.24M
133K $10.5M
GOOG
Alphabet Inc.

Communication Services
369
+ 0.63%
$146.58 - $180.01 $54.1K - $66.4K
58.5K $10.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.25K
+ 3.29%
$39.89 - $49.46 $249K - $309K
196K $9.69M
VTV
Vanguard Value ETF

ETFs
2.52K
+ 2.35%
$153.67 - $176.74 $387K - $445K
110K $19.4M
NFLX
Netflix Inc

Communication Services
285
+ 23.63%
$855.86 - $1339.13 $244K - $382K
1.49K $2M
RDVY
First Trust Rising Dividend Ac

ETFs
3.28K
+ 2.66%
$51.6 - $62.74 $169K - $206K
127K $7.94M
BNDX
Vanguard Total International B

ETFs
11.3K
+ 5.68%
$48.77 - $49.55 $552K - $561K
211K $10.4M
META
Meta Platforms, Inc.

Communication Services
203
+ 6.74%
$484.66 - $738.09 $98.4K - $150K
3.21K $2.37M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.81K
+ 11.84%
$113.67 - $150.4 $206K - $272K
17.1K $2.57M
PLTR
Palantir Technologies Inc.

Technology
2.73K
+ 79.72%
$74.01 - $144.25 $202K - $394K
6.16K $839K
VB
Vanguard Small Cap ETF

ETFs
452
+ 1.61%
$193.73 - $237.37 $87.6K - $107K
28.5K $6.76M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.39K
+ 31.31%
$180.84 - $240.32 $251K - $333K
5.81K $1.4M
VGT
Vanguard Information Technolog

ETFs
400
+ 19.85%
$470.37 - $663.28 $188K - $265K
2.42K $1.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.76K
+ 4.42%
$114.78 - $133.31 $202K - $235K
41.6K $5.55M
MU
Micron Technology Inc

Technology
1.48K
+ 19.54%
$64.72 - $127.91 $95.5K - $189K
9.03K $1.11M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.76K
+ 5.59%
$75.05 - $77.34 $282K - $291K
71K $5.49M
JPM
Jpmorgan Chase & CO

Financial Services
133
+ 1.99%
$210.28 - $289.91 $28K - $38.6K
6.81K $1.97M
SSO
Proshares Ultra S&P 500

ETFs
27
+ 0.15%
$64.8 - $97.72 $1.75K - $2.64K
18K $1.76M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.34K
+ 2.7%
$49.57 - $50.27 $215K - $218K
165K $8.32M
DFIV
Dimensional ETF Tr

ETFs
4.56K
+ 19.21%
$34.67 - $43.21 $158K - $197K
28.3K $1.21M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.4K
+ 16.21%
$51.14 - $57.0 $225K - $251K
31.5K $1.79M
EEM
Ishares Msci Emerging Markets

ETFs
3.39K
+ 17.2%
$38.52 - $48.28 $131K - $164K
23.1K $1.11M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
9.18K
+ 19.58%
$2.39 - $6.79 $21.9K - $62.3K
56K $380K
VTI
Vanguard Total Stock Market Et

ETFs
526
+ 21.62%
$243.75 - $303.93 $128K - $160K
2.96K $899K
IBM
International Business Machines Corp

Technology
65
+ 1.41%
$221.03 - $294.78 $14.4K - $19.2K
4.67K $1.38M
QUAL
Ishares Msci Usa Quality Facto

ETFs
202
+ 1.55%
$152.42 - $182.82 $30.8K - $36.9K
13.2K $2.42M
TQQQ
Proshares Ultrapro Qqq

ETFs
817
+ 15.08%
$38.9 - $83.0 $31.8K - $67.8K
6.24K $517K
XLK
Technology Sector Spdr

ETFs
285
+ 11.12%
$179.73 - $253.23 $51.2K - $72.2K
2.85K $720K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
924
+ 9.08%
$90.56 - $109.49 $83.7K - $101K
11.1K $1.21M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
233
+ 10.03%
$376.48 - $440.65 $87.7K - $103K
2.56K $1.13M
SCHG
Schwab Strategic Tr Us Large C

ETFs
575
+ 1.84%
$22.27 - $29.21 $12.8K - $16.8K
31.9K $930K
AOK
Ishares Tr Core Conservative A

ETFs
3.36K
+ 30.49%
$36.09 - $39.07 $121K - $131K
14.4K $560K
TOL
Toll Brothers, Inc.

Consumer Cyclical
993
+ 35.85%
$90.5 - $114.3 $89.9K - $113K
3.76K $429K
DIS
Walt Disney CO

Communication Services
115
+ 2.5%
$81.72 - $124.01 $9.4K - $14.3K
4.71K $583K
AXP
American Express CO

Financial Services
153
+ 9.5%
$231.39 - $318.98 $35.4K - $48.8K
1.76K $562K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.79K
+ 21.8%
$20.42 - $25.3 $77.3K - $95.8K
21.1K $535K
VFVA
Vanguard Wellington Fd U S Val

ETFs
559
+ 4.3%
$97.51 - $118.42 $54.5K - $66.2K
13.5K $1.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
452
+ 3.81%
$50.08 - $63.14 $22.6K - $28.5K
12.3K $777K
CAT
Caterpillar Inc

Industrials
14
+ 0.7%
$273.94 - $388.21 $3.84K - $5.43K
2K $776K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.11K
+ 8.69%
$51.16 - $62.02 $56.7K - $68.8K
13.9K $860K
ADI
Analog Devices Inc

Technology
206
+ 12.67%
$164.6 - $238.02 $33.9K - $49K
1.83K $436K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.22K
+ 2.28%
$45.2 - $46.6 $100K - $103K
99.6K $4.62M
SHV
Ishares Tr

ETFs
967
+ 14.24%
$110.06 - $110.46 $106K - $107K
7.76K $856K
GS
Goldman Sachs Group Inc

Financial Services
66
+ 17.93%
$462.22 - $707.75 $30.5K - $46.7K
434 $307K
Activity Summary
Buys All Purchases 174 New Holdings 35 Increased Positions 139 Sells All Sells 118 Reductions 118 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