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
RTX
Raytheon Technologies Corp

Industrials
141
+ 2.42%
$113.75 - $148.48 $16K - $20.9K
5.96K $870K
QCOM
Qualcomm Inc

Technology
460
+ 11.04%
$124.66 - $159.48 $57.3K - $73.4K
4.63K $737K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 0.98%
$908.13 - $1056.85 $15.4K - $18K
1.74K $1.73M
YINN
Direxion Shs ETF Tr

ETFs
2.32K
+ 29.98%
$22.36 - $42.33 $51.9K - $98.3K
10.1K $412K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.66K
+ 2.76%
$66.5 - $71.25 $111K - $119K
62K $4.31M
AMD
Advanced Micro Devices Inc

Technology
2
+ 0.09%
$78.21 - $143.81 $156 - $288
2.24K $317K
MA
Mastercard Inc

Financial Services
23
+ 0.43%
$479.92 - $590.74 $11K - $13.6K
5.4K $3.03M
VO
Vanguard Mid Cap ETF

ETFs
60
+ 1.98%
$228.54 - $279.83 $13.7K - $16.8K
3.09K $865K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
572
+ 11.27%
$75.29 - $91.16 $43.1K - $52.1K
5.65K $508K
AEP
American Electric Power CO Inc

Utilities
1.13K
+ 18.87%
$98.59 - $109.11 $111K - $123K
7.09K $735K
HUBB
Hubbell Inc

Industrials
2
+ 0.2%
$315.94 - $408.41 $632 - $817
1K $408K
ASML
Asml Holding Nv

Technology
1
+ 0.18%
$595.37 - $815.24 $595 - $815
559 $447K
VOT
Vanguard Mid Cap Growth Index

ETFs
9
+ 0.49%
$216.28 - $284.39 $1.95K - $2.56K
1.86K $527K
AOM
Ishares Tr Core Moderate Alloc

ETFs
595
+ 2.95%
$41.55 - $46.04 $24.7K - $27.4K
20.7K $954K
KR
Kroger CO

Consumer Defensive
743
+ 20.49%
$64.62 - $74.0 $48K - $55K
4.37K $313K
TFLO
Ishares Treasury Floating Rate

ETFs
1.33K
+ 3.95%
$50.47 - $50.66 $67.2K - $67.4K
35K $1.77M
SLV
I Shares Silver Trust

ETFs
1.11K
+ 6.98%
$27.08 - $33.74 $30.1K - $37.5K
17K $558K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
785
+ 29.24%
$82.21 - $83.12 $64.5K - $65.2K
3.47K $287K
VIG
Vanguard Dividend Appreciation

ETFs
337
+ 5.92%
N/A
6.03K $1.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.28K
+ 6.52%
$23.55 - $27.67 $30K - $35.3K
20.9K $577K
PRF
Invesco Exchange Traded Fd Tr

ETFs
303
+ 1.44%
$35.77 - $42.27 $10.8K - $12.8K
21.3K $899K
IRM
Iron Mountain Inc

Real Estate
77
+ 2.45%
$76.93 - $105.25 $5.92K - $8.1K
3.22K $330K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
651
+ 2.88%
$47.97 - $54.0 $31.2K - $35.2K
23.3K $1.26M
KKR
Kkr & Co. Inc.

Financial Services
10
+ 0.31%
$92.79 - $134.29 $928 - $1.34K
3.19K $424K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8
+ 0.04%
$19.1 - $23.83 $153 - $191
21.5K $511K
IXUS
Ishares Tr

ETFs
200
+ 4.72%
$62.37 - $77.63 $12.5K - $15.5K
4.44K $342K
IWM
Ishares Russell 2000 ETF

ETFs
58
+ 2.93%
$174.82 - $215.79 $10.1K - $12.5K
2.04K $439K
BX
Blackstone Inc.

Financial Services
35
+ 0.94%
$120.07 - $151.11 $4.2K - $5.29K
3.77K $564K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
159
+ 3.17%
$83.8 - $101.39 $13.3K - $16.1K
5.17K $523K
PEY
Invesco Exchange Traded Fd Tr

ETFs
2.64K
+ 14.68%
$18.68 - $21.54 $49.2K - $56.8K
20.6K $420K
SGOL
Abrdn Gold ETF Trust

ETFs
202
+ 1.43%
$28.39 - $32.75 $5.73K - $6.62K
14.3K $452K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
384
+ 1.06%
$51.68 - $52.76 $19.8K - $20.3K
36.8K $1.94M
ET
Energy Transfer LP

Energy
2.21K
+ 20.96%
$15.65 - $18.93 $34.6K - $41.9K
12.8K $231K
IGLB
Ishares 10+ Year Investment Gr

ETFs
627
+ 8.35%
$47.55 - $50.44 $29.8K - $31.6K
8.13K $408K
CMC
Commercial Metals CO

Basic Materials
23
+ 0.2%
$39.2 - $50.67 $902 - $1.17K
11.5K $563K
V
Visa Inc.

Financial Services
15
+ 0.26%
$308.27 - $373.31 $4.62K - $5.6K
5.78K $2.05M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
654
+ 13.39%
$48.13 - $49.85 $31.5K - $32.6K
5.54K $271K
F
Ford Motor CO

Consumer Cyclical
270
+ 0.8%
$8.69 - $10.85 $2.35K - $2.93K
34.2K $370K
WFC
Wells Fargo & Company

Financial Services
51
+ 1.75%
$60.98 - $80.12 $3.11K - $4.09K
2.96K $237K
NSC
Norfolk Southern Corp

Industrials
17
+ 1.65%
$206.34 - $257.46 $3.51K - $4.38K
1.05K $268K
SPMD
Spdr Portfolio

ETFs
55
+ 0.95%
$44.89 - $54.38 $2.47K - $2.99K
5.85K $318K
IEMG
Ishares Inc

ETFs
380
+ 1.85%
N/A
20.9K $1.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.31K
+ 8.74%
$24.32 - $27.87 $32K - $36.6K
16.4K $433K
OEF
Ishares S&P 100 ETF

ETFs
63
+ 1.91%
N/A
3.37K $896K
VCIT
Vanguard Intermediate Term Cor

ETFs
75
+ 0.98%
$79.56 - $82.92 $5.97K - $6.22K
7.76K $643K
INTC
Intel Corp

Technology
890
+ 7.7%
$18.13 - $22.69 $16.1K - $20.2K
12.4K $278K
FDLO
Fidelity Covington Tr Low Vola

ETFs
19
+ 0.38%
$54.44 - $62.8 $1.03K - $1.19K
5.06K $317K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
24
+ 0.16%
$11.7 - $14.28 $281 - $343
15.4K $219K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
143
+ 1.68%
$42.62 - $45.37 $6.09K - $6.49K
8.64K $391K
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
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