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
IXUS
Ishares Tr

ETFs
50
+ 1.13%
$76.35 - $82.58 $3.82K - $4.13K
4.49K $370K
TXN
Texas Instruments Inc

Technology
143
+ 6.89%
N/A
2.22K $431K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.18%
$291.67 - $316.99 $1.17K - $1.27K
2.21K $671K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
251
+ 2.48%
$42.43 - $45.05 $10.6K - $11.3K
10.4K $455K
RJF
Raymond James Financial Inc

Financial Services
3
+ 0.22%
$154.64 - $176.43 $464 - $529
1.35K $233K
AMGN
Amgen Inc

Healthcare
77
+ 4.88%
$271.18 - $309.22 $20.9K - $23.8K
1.65K $466K
MBB
Ishares Tr

ETFs
169
+ 2.29%
$92.46 - $95.73 $15.6K - $16.2K
7.56K $719K
MRK
Merck & Co., Inc.

Healthcare
40
+ 0.86%
$77.6 - $87.37 $3.1K - $3.49K
4.68K $392K
ED
Consolidated Edison Inc

Utilities
188
+ 0.93%
$95.57 - $105.36 $18K - $19.8K
20.4K $2.05M
EPD
Enterprise Products Partners L.P.

Energy
600
+ 4.01%
$30.74 - $32.14 $18.4K - $19.3K
15.6K $486K
IAUX
I 80 Gold Corp.
14.6K
+ 87.92%
$0.56 - $0.98 $8.19K - $14.3K
31.2K $29K
SPMD
Spdr Portfolio

ETFs
66
+ 1.13%
$54.43 - $58.29 $3.59K - $3.85K
5.92K $338K
FDLO
Fidelity Covington Tr Low Vola

ETFs
17
+ 0.34%
$62.44 - $65.87 $1.06K - $1.12K
5.07K $334K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
5
+ 0.18%
$73.9 - $84.4 $370 - $422
2.77K $217K
KBE
Spdr S&P Bank ETF

ETFs
1
+ 0.03%
$55.26 - $61.99 $55.3 - $62
3.69K $218K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
138
+ 2.44%
$86.07 - $90.74 $11.9K - $12.5K
5.79K $518K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
258
+ 1.61%
$10.62 - $11.43 $2.74K - $2.95K
16.2K $184K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1
+ 0.02%
$101.12 - $106.18 $101 - $106
4.29K $442K
ET
Energy Transfer LP

Energy
1.26K
+ 9.85%
$17.11 - $18.16 $21.5K - $22.9K
14K $240K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
80
+ 0.93%
$44.97 - $45.88 $3.6K - $3.67K
8.72K $399K
COF
Capital One Financial Corp

Financial Services
13
+ 1.37%
$207.29 - $229.74 $2.69K - $2.99K
961 $204K
HYG
Ishares Tr

ETFs
1
+ 0.03%
$79.85 - $81.32 $79.9 - $81.3
3.25K $263K
Hesai Group
4.19K
+ 21.54%
N/A
23.6K $0
EMR
Emerson Electric CO

Industrials
24
+ 1.4%
$128.6 - $149.63 $3.09K - $3.59K
1.73K $227K
Blackrock Inc
16
+ 3.71%
N/A
447 $0
Graniteshares ETF Tr
100
+ 1.37%
N/A
7.42K $0
Ishares Bitcoin Trust ETF
1.58K
+ 9.0%
N/A
19.1K $0
Pimco ETF Tr
23K
+ 45.05%
N/A
73.9K $0
KR
Kroger CO

Consumer Defensive
226
+ 5.17%
$64.52 - $74.35 $14.6K - $16.8K
4.6K $309K
PEG
Public Service Enterprise Group Inc

Utilities
6
+ 0.06%
$79.99 - $90.14 $480 - $541
10K $838K
KO
Coca Cola CO

Consumer Defensive
675
+ 5.67%
$65.67 - $71.67 $44.3K - $48.4K
12.6K $834K
MDLZ
Mondelez International, Inc.

Consumer Defensive
158
+ 3.05%
$60.9 - $70.75 $9.62K - $11.2K
5.35K $333K
TT
Trane Technologies PLC

Industrials
15
+ 0.83%
$398.96 - $472.54 $5.98K - $7.09K
1.82K $766K
IBM
International Business Machines Corp

Technology
80
+ 1.71%
$234.77 - $292.47 $18.8K - $23.4K
4.75K $1.34M
DE
Deere & CO

Industrials
29
+ 2.83%
$457.26 - $524.37 $13.3K - $15.2K
1.06K $482K
CL
Colgate Palmolive CO

Consumer Defensive
31
+ 0.75%
$79.36 - $93.33 $2.46K - $2.89K
4.16K $332K
V
Visa Inc.

Financial Services
53
+ 0.92%
$332.09 - $358.86 $17.6K - $19K
5.83K $1.99M
HRL
Hormel Foods Corp

Consumer Defensive
371
+ 2.41%
$24.31 - $31.54 $9.02K - $11.7K
15.8K $390K
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 1.26%
$915.95 - $994.57 $20.2K - $21.9K
1.77K $1.63M
CHD
Church & Dwight CO Inc

Consumer Defensive
150
+ 0.85%
$85.84 - $99.09 $12.9K - $14.9K
17.9K $1.57M
UPS
United Parcel Service Inc

Industrials
73
+ 0.33%
$82.58 - $105.54 $6.03K - $7.7K
22K $1.84M
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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