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
INTC
Intel Corp

Technology
403
+ 3.24%
$19.31 - $35.5 $7.78K - $14.3K
12.8K $430K
AMZN
Amazon Com Inc

Consumer Cyclical
654
+ 3.96%
$211.65 - $238.24 $138K - $156K
17.2K $3.77M
GE
General Electric CO

Industrials
114
+ 4.66%
$244.75 - $305.63 $27.9K - $34.8K
2.56K $770K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.06%
$357.4 - $423.42 $715 - $847
3.4K $1.38M
XLK
Technology Sector Spdr

ETFs
150
+ 5.27%
$250.97 - $282.66 $37.6K - $42.4K
3K $844K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.37K
+ 34.22%
$41.91 - $44.87 $99.3K - $106K
9.3K $415K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
116
+ 4.54%
$435.72 - $463.74 $50.5K - $53.8K
2.67K $1.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
57
+ 0.51%
$108.46 - $120.63 $6.18K - $6.88K
11.2K $1.33M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10
+ 0.1%
$135.0 - $146.02 $1.35K - $1.46K
10.2K $1.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
121
+ 4.33%
$459.11 - $506.91 $55.6K - $61.3K
2.92K $1.47M
MS
Morgan Stanley

Financial Services
119
+ 2.63%
$139.09 - $161.16 $16.6K - $19.2K
4.64K $738K
ETN
Eaton Corp PLC

Industrials
213
+ 25.66%
$342.99 - $392.76 $73.1K - $83.7K
1.04K $390K
AEP
American Electric Power CO Inc

Utilities
272
+ 3.84%
$103.26 - $115.0 $28.1K - $31.3K
7.36K $827K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
326
+ 8.11%
$134.94 - $145.86 $44K - $47.6K
4.34K $632K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.63K
+ 4.59%
$50.47 - $50.74 $82K - $82.5K
37.1K $1.88M
SGOL
Abrdn Gold ETF Trust

ETFs
129
+ 0.9%
$31.18 - $36.81 $4.02K - $4.75K
14.5K $532K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
712
+ 13.64%
$68.24 - $73.73 $48.6K - $52.5K
5.93K $435K
D
Dominion Energy, Inc

Utilities
169
+ 1.21%
$56.32 - $62.1 $9.52K - $10.5K
14.1K $864K
PG
Procter & Gamble CO

Consumer Defensive
690
+ 11.85%
$150.47 - $161.22 $104K - $111K
6.51K $1M
VIG
Vanguard Dividend Appreciation

ETFs
376
+ 6.23%
N/A
6.41K $1.17M
GS
Goldman Sachs Group Inc

Financial Services
37
+ 8.53%
$696.56 - $806.32 $25.8K - $29.8K
471 $375K
VO
Vanguard Mid Cap ETF

ETFs
81
+ 2.62%
$279.83 - $293.74 $22.7K - $23.8K
3.17K $932K
BND
Vanguard Bd Index Fd Inc Total

ETFs
779
+ 6.73%
$72.57 - $74.72 $56.5K - $58.2K
12.4K $918K
QCOM
Qualcomm Inc

Technology
192
+ 4.15%
$145.84 - $173.55 $28K - $33.3K
4.82K $801K
MA
Mastercard Inc

Financial Services
46
+ 0.85%
$550.18 - $598.96 $25.3K - $27.6K
5.44K $3.09M
CVX
Chevron Corp

Energy
199
+ 7.67%
$145.57 - $161.83 $29K - $32.2K
2.79K $433K
XLE
Energy Sector Spdr

ETFs
322
+ 4.62%
$84.25 - $91.99 $27.1K - $29.6K
7.3K $651K
AOK
Ishares Tr Core Conservative A

ETFs
1.06K
+ 7.4%
$38.64 - $40.17 $41.1K - $42.7K
15.4K $619K
WMT
Walmart Inc.

Consumer Defensive
123
+ 1.63%
$94.4 - $104.27 $11.6K - $12.8K
7.69K $792K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
841
+ 15.19%
$48.5 - $50.19 $40.8K - $42.2K
6.38K $319K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
56
+ 0.4%
$62.09 - $66.51 $3.48K - $3.72K
13.9K $908K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7
+ 0.08%
$72.65 - $78.68 $509 - $551
8.29K $649K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
322
+ 7.37%
$67.21 - $72.65 $21.6K - $23.4K
4.69K $340K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
551
+ 15.88%
$82.38 - $83.0 $45.4K - $45.7K
4.02K $333K
DSI
Ishares Msci Kld 400 Social Et

ETFs
101
+ 3.2%
$115.96 - $125.95 $11.7K - $12.7K
3.26K $409K
HGLB
Highland Global Allocation Fund

N/A
1K
+ 0.86%
$8.15 - $9.04 $8.17K - $9.06K
118K $1.06M
AOM
Ishares Tr Core Moderate Alloc

ETFs
187
+ 0.9%
$45.4 - $47.61 $8.49K - $8.9K
20.9K $995K
AXP
American Express CO

Financial Services
52
+ 2.95%
$294.27 - $342.31 $15.3K - $17.8K
1.82K $603K
ADI
Analog Devices Inc

Technology
111
+ 6.06%
$220.68 - $255.63 $24.5K - $28.4K
1.94K $477K
CSCO
Cisco Systems, Inc.

Technology
727
+ 7.52%
$66.2 - $71.79 $48.1K - $52.2K
10.4K $711K
META
Meta Platforms, Inc.

Communication Services
68
+ 2.12%
$695.21 - $791.73 $47.3K - $53.8K
3.28K $2.41M
GIS
General Mills Inc

Consumer Defensive
1.3K
+ 6.74%
$48.44 - $53.83 $62.7K - $69.7K
20.5K $1.03M
RNG
Ring Central, Inc.

Technology
1.29K
+ 14.9%
$23.62 - $32.44 $30.5K - $41.9K
9.96K $282K
IEF
Ishares Barclays

ETFs
329
+ 11.12%
$93.91 - $97.26 $30.9K - $32K
3.29K $317K
DTE
Dte Energy CO

Utilities
26
+ 0.78%
$130.26 - $141.49 $3.39K - $3.68K
3.37K $476K
O
Realty Income Corp

Real Estate
244
+ 4.61%
$56.13 - $60.79 $13.7K - $14.8K
5.53K $336K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
512
+ 1.29%
$50.08 - $50.37 $25.6K - $25.8K
40.2K $2.02M
AOA
Ishares Tr Core Aggressive All

ETFs
47
+ 0.87%
$82.71 - $88.14 $3.89K - $4.14K
5.46K $481K
PFE
Pfizer Inc

Healthcare
453
+ 3.19%
$23.29 - $25.88 $10.6K - $11.7K
14.7K $373K
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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