Sovereign Financial Group, Inc. New Holdings in Q2 2025

Sovereign Financial Group, Inc.

  • $470 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.2K
New
$96.84 - $99.46 $988K - $1.02M
10.2K $1.01M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
27.9K
New
$23.29 - $23.38 $649K - $652K
27.9K $651K
MS
Morgan Stanley

Financial Services
4.53K
New
$99.83 - $140.86 $452K - $637K
4.53K $637K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24.1K
New
$17.76 - $22.1 $427K - $532K
24.1K $531K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11.4K
New
$29.12 - $35.84 $332K - $408K
11.4K $408K
H
Hyatt Hotels Corp

Consumer Cyclical
2.81K
New
$104.22 - $139.65 $292K - $392K
2.81K $391K
SRLN
Ssga Active Trust

ETFs
8.66K
New
$39.47 - $41.59 $342K - $360K
8.66K $360K
MP
Mp Materials Corp.

Basic Materials
10.2K
New
$18.77 - $37.74 $191K - $384K
10.2K $338K
KWEB
Kraneshares Tr Csi China Inter

ETFs
9.54K
New
$28.28 - $35.22 $270K - $336K
9.54K $327K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.93K
New
$36.25 - $42.28 $251K - $293K
6.93K $292K
PLTM
Granite Shares Platinum Trust

ETFs
21K
New
$8.87 - $13.65 $186K - $287K
21K $273K
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.19K
New
$29.36 - $35.56 $211K - $256K
7.19K $255K
AMAT
Applied Materials Inc

Technology
1.39K
New
$126.95 - $183.52 $176K - $255K
1.39K $254K
VST
Vistra Corp.

Utilities
1.18K
New
$98.07 - $195.04 $116K - $230K
1.18K $228K
EMR
Emerson Electric CO

Industrials
1.71K
New
$94.15 - $133.33 $161K - $228K
1.71K $227K
QUBT
Quantum Computing Inc.

Technology
11.7K
New
$5.87 - $21.22 $68.8K - $249K
11.7K $224K
MPC
Marathon Petroleum Corp

Energy
1.34K
New
$118.55 - $170.08 $159K - $229K
1.34K $223K
QBTS
D Wave Quantum Inc.

Technology
15.3K
New
$6.22 - $19.04 $95.2K - $291K
15.3K $223K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.97K
New
$45.88 - $54.4 $182K - $216K
3.97K $215K
IDXX
Idexx Laboratories Inc

Healthcare
399
New
$361.04 - $536.34 $144K - $214K
399 $213K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.58K
New
$19.6 - $24.44 $168K - $210K
8.58K $209K
CTVA
Corteva, Inc.

Basic Materials
2.8K
New
$55.52 - $74.53 $155K - $208K
2.8K $208K
NKE
Nike, Inc.

Consumer Cyclical
2.93K
New
$53.27 - $72.04 $156K - $211K
2.93K $207K
RJF
Raymond James Financial Inc

Financial Services
1.35K
New
$123.65 - $153.88 $167K - $208K
1.35K $207K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
6.18K
New
$28.17 - $33.34 $174K - $206K
6.18K $204K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
2.77K
New
$56.27 - $73.32 $156K - $203K
2.77K $201K
COF
Capital One Financial Corp

Financial Services
948
New
$150.57 - $212.76 $143K - $202K
948 $201K
APLD
Applied Blockchain, Inc.

Financial Services
19.3K
New
$3.53 - $13.86 $68K - $267K
19.3K $193K
RGTI
Rigetti Computing, Inc.

Technology
10.8K
New
$7.5 - $14.29 $81K - $154K
10.8K $128K
ALCC
Alt C Acquisition Corp.

Financial Services
6.68K
New
N/A
6.68K $0
Amc Entmt Hldgs Inc
10.5K
New
N/A
10.5K $0
Coreweave Inc
5.61K
New
N/A
5.61K $0
Arista Networks Inc
4.53K
New
N/A
4.53K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
5K
New
N/A
5K $0
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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