Sovereign Financial Group, Inc. Reduced Holdings in Q2 2025

Sovereign Financial Group, Inc.

  • $470 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.04K
- 27.16%
$483.48 - $539.8 $504K - $563K
2.8K $1.36M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2.75K
- 41.0%
$179.95 - $278.88 $495K - $767K
3.96K $1.1M
GIS
General Mills Inc

Consumer Defensive
-1.89K
- 8.94%
$50.37 - $60.97 $95K - $115K
19.2K $996K
ED
Consolidated Edison Inc

Utilities
-405
- 1.97%
$98.05 - $113.3 $39.7K - $45.9K
20.2K $2.03M
BMY
Bristol Myers Squibb CO

Healthcare
-718
- 5.21%
$44.12 - $59.6 $31.7K - $42.8K
13.1K $605K
UPS
United Parcel Service Inc

Industrials
-3
- 0.01%
$91.92 - $110.2 $276 - $331
22K $2.22M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-2.88K
- 51.66%
$62.73 - $78.42 $181K - $226K
2.69K $208K
NEAR
Blackrock Short Maturity Bond

ETFs
-3.98K
- 6.12%
$50.41 - $51.17 $200K - $203K
61K $3.12M
KMB
Kimberly Clark Corp

Consumer Defensive
-13
- 0.13%
$126.84 - $145.22 $1.65K - $1.89K
10.1K $1.3M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-2.45K
- 5.81%
$49.98 - $50.26 $122K - $123K
39.7K $1.99M
CVX
Chevron Corp

Energy
-300
- 10.36%
$133.73 - $168.51 $40.1K - $50.6K
2.6K $371K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.15K
- 32.74%
$83.97 - $92.85 $96.6K - $107K
2.37K $208K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.01K
- 5.37%
$50.36 - $50.68 $101K - $102K
35.4K $1.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-173
- 7.28%
$285.55 - $321.23 $49.4K - $55.6K
2.21K $644K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.93K
- 30.63%
$53.69 - $67.27 $104K - $130K
4.37K $293K
HRL
Hormel Foods Corp

Consumer Defensive
-2.3K
- 12.98%
$29.11 - $31.44 $67K - $72.3K
15.4K $466K
VHT
Vanguard Health Care ETF

ETFs
-243
- 17.44%
$236.71 - $261.92 $57.5K - $63.6K
1.15K $285K
D
Dominion Energy, Inc

Utilities
-1.53K
- 9.88%
$49.66 - $58.0 $76.1K - $88.9K
14K $789K
TIP
Ishares Tr Tips Bd ETF

ETFs
-641
- 5.69%
$107.93 - $110.97 $69.2K - $71.1K
10.6K $1.17M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.04K
- 7.54%
$77.94 - $79.5 $80.8K - $82.4K
12.7K $1.01M
CWT
California Water Service Group

Utilities
-976
- 9.12%
$44.67 - $51.36 $43.6K - $50.1K
9.72K $442K
COP
Conocophillips

Energy
-302
- 11.35%
$82.66 - $106.1 $25K - $32K
2.36K $211K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-962
- 19.32%
$108.06 - $135.3 $104K - $130K
4.02K $543K
AMGN
Amgen Inc

Healthcare
-23
- 1.44%
$262.28 - $309.85 $6.03K - $7.13K
1.58K $440K
SO
Southern CO

Utilities
-569
- 1.54%
$84.91 - $92.56 $48.3K - $52.7K
36.5K $3.35M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-811
- 6.55%
$72.02 - $73.82 $58.4K - $59.9K
11.6K $851K
USXF
Ishares Esg Advanced Msci Usa

Technology
-2.07K
- 27.96%
$41.54 - $53.93 $85.9K - $112K
5.33K $287K
MRK
Merck & Co., Inc.

Healthcare
-50
- 1.07%
$73.47 - $87.12 $3.67K - $4.36K
4.64K $367K
PFE
Pfizer Inc

Healthcare
-1.34K
- 8.6%
$21.59 - $24.84 $28.8K - $33.2K
14.2K $344K
OTIS
Otis Worldwide Corp

Industrials
-297
- 6.59%
$90.88 - $104.3 $27K - $31K
4.21K $416K
FSK
Fs Kkr Capital Corp

Financial Services
-1.79K
- 7.69%
$17.95 - $21.5 $32.1K - $38.4K
21.4K $444K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-471
- 5.16%
N/A
8.66K $743K
ALL
Allstate Corp

Financial Services
-40
- 0.79%
$180.53 - $212.64 $7.22K - $8.51K
4.99K $1M
IBB
Ishares Biotechnology ETF

ETFs
-134
- 2.76%
$112.02 - $129.0 $15K - $17.3K
4.72K $597K
CRM
Salesforce, Inc.

Technology
-147
- 11.75%
$236.26 - $291.15 $34.7K - $42.8K
1.1K $301K
XLU
Utilities Sector Spdr

ETFs
-815
- 9.39%
$73.09 - $82.77 $59.6K - $67.5K
7.87K $642K
MO
Altria Group, Inc.

Consumer Defensive
-381
- 7.54%
$55.56 - $60.91 $21.2K - $23.2K
4.67K $273K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-726
- 18.71%
$91.62 - $116.16 $66.5K - $84.3K
3.15K $366K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-9.28K
- 28.83%
$3.37 - $4.33 $31.3K - $40.2K
22.9K $96K
K
Kellogg CO

Consumer Defensive
-10
- 0.13%
$77.85 - $82.88 $779 - $829
7.98K $634K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-127
- 1.79%
$97.29 - $105.63 $12.4K - $13.4K
6.96K $707K
DTE
Dte Energy CO

Utilities
-2
- 0.06%
$127.39 - $139.49 $255 - $279
3.34K $442K
XLV
Select Sector Spdr Fund Health

ETFs
-6
- 0.34%
$128.77 - $144.3 $773 - $866
1.78K $240K
PEG
Public Service Enterprise Group Inc

Utilities
-456
- 4.34%
$77.13 - $84.18 $35.2K - $38.4K
10K $845K
HYG
Ishares Tr

ETFs
-222
- 6.4%
$75.75 - $80.65 $16.8K - $17.9K
3.25K $261K
FNDX
Schwab Fundamental U S Large C

ETFs
-2.29K
- 6.08%
$20.84 - $24.54 $47.7K - $56.2K
35.4K $868K
UBER
Uber Technologies, Inc

Technology
-1.08K
- 24.46%
$64.62 - $93.3 $69.6K - $100K
3.33K $310K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-93
- 1.49%
$47.42 - $51.67 $4.41K - $4.81K
6.17K $313K
OPK
Opko Health, Inc.

Healthcare
-6
- 0.03%
$1.24 - $1.66 $7.44 - $9.96
20.1K $26K
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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