Sovereign Financial Group, Inc. Reduced Holdings in Q3 2024

Sovereign Financial Group, Inc.

  • $421 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CMC
Commercial Metals CO

Basic Materials
-4
- 0.04%
$48.67 - $60.35 $195 - $241
10.1K $554K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-376
- 3.03%
N/A
12K $0
Graniteshares ETF Tr
-160
- 2.15%
N/A
7.28K $0
VCIT
Vanguard Intermediate Term Cor

ETFs
-202
- 4.59%
$79.29 - $84.02 $16K - $17K
4.2K $351K
DOW
Dow Inc.

Basic Materials
-121
- 2.84%
$50.15 - $55.41 $6.07K - $6.7K
4.14K $226K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-84
- 1.6%
$49.93 - $51.15 $4.19K - $4.3K
5.18K $264K
IXUS
Ishares Tr

ETFs
-232
- 6.88%
$64.9 - $73.35 $15.1K - $17K
3.14K $228K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-26
- 1.78%
$175.46 - $203.3 $4.56K - $5.29K
1.44K $290K
SPYG
Spdr Portfolio

ETFs
-302
- 2.52%
$73.38 - $84.1 $22.2K - $25.4K
11.7K $968K
SLV
I Shares Silver Trust

ETFs
-633
- 3.92%
$24.33 - $29.38 $15.4K - $18.6K
15.5K $440K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-139
- 3.29%
$113.45 - $126.18 $15.8K - $17.5K
4.09K $516K
PFE
Pfizer Inc

Healthcare
-158
- 0.89%
$27.7 - $31.39 $4.38K - $4.96K
17.6K $508K
VHT
Vanguard Health Care ETF

ETFs
-17
- 1.53%
$261.88 - $288.1 $4.45K - $4.9K
1.1K $309K
XLV
Select Sector Spdr Fund Health

ETFs
-3
- 0.17%
$143.3 - $157.24 $430 - $472
1.74K $267K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-168
- 2.98%
$58.03 - $65.37 $9.75K - $11K
5.47K $353K
AMGN
Amgen Inc

Healthcare
-9
- 0.53%
$309.38 - $337.38 $2.78K - $3.04K
1.7K $547K
CRM
Salesforce, Inc.

Technology
-22
- 1.76%
$238.42 - $276.53 $5.25K - $6.08K
1.23K $336K
CHD
Church & Dwight CO Inc

Consumer Defensive
-28
- 0.16%
$98.01 - $106.59 $2.74K - $2.98K
17.3K $1.81M
MBB
Ishares Tr

ETFs
-201
- 2.39%
$90.85 - $96.66 $18.3K - $19.4K
8.22K $787K
PEP
Pepsico Inc

Consumer Defensive
-45
- 0.99%
$161.9 - $179.3 $7.29K - $8.07K
4.52K $768K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-125
- 0.9%
$39.33 - $41.74 $4.92K - $5.22K
13.7K $573K
DNP
Dnp Select Income Fund Inc

Financial Services
-4.6K
- 13.48%
$8.21 - $10.03 $37.8K - $46.1K
29.5K $296K
IYY
Ishares Tr

ETFs
-104
- 2.49%
$125.77 - $139.59 $13.1K - $14.5K
4.08K $569K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-87
- 4.58%
$523.84 - $572.02 $45.6K - $49.8K
1.81K $1.03M
VZ
Verizon Communications Inc

Communication Services
-555
- 4.74%
$38.89 - $45.0 $21.6K - $25K
11.2K $501K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-192
- 1.24%
$76.94 - $79.54 $14.8K - $15.3K
15.3K $1.22M
DE
Deere & CO

Industrials
-76
- 6.68%
$344.84 - $418.0 $26.2K - $31.8K
1.06K $443K
EEM
Ishares Msci Emerging Markets

ETFs
-1.04K
- 4.99%
$40.42 - $46.7 $42K - $48.6K
19.8K $908K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6
- 0.28%
$332.02 - $382.76 $1.99K - $2.3K
2.14K $802K
EFG
Msci Eafe Growth ETF

ETFs
-658
- 3.73%
$96.84 - $108.77 $63.7K - $71.6K
17K $1.83M
CL
Colgate Palmolive CO

Consumer Defensive
-2
- 0.05%
$95.54 - $108.77 $191 - $218
4.07K $422K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-78
- 0.73%
$71.45 - $75.64 $5.57K - $5.9K
10.6K $795K
OTIS
Otis Worldwide Corp

Industrials
-59
- 1.26%
$91.43 - $104.43 $5.39K - $6.16K
4.63K $481K
TRV
Travelers Companies, Inc.

Financial Services
-2
- 0.2%
$201.87 - $242.35 $404 - $485
986 $230K
IAU
Ishares Gold Trust

ETFs
-69
- 1.12%
$44.06 - $50.5 $3.04K - $3.48K
6.08K $302K
PG
Procter & Gamble CO

Consumer Defensive
-47
- 0.96%
$160.76 - $177.82 $7.56K - $8.36K
4.84K $838K
NSC
Norfolk Southern Corp

Industrials
-18
- 1.66%
$213.75 - $259.69 $3.85K - $4.67K
1.07K $265K
IBB
Ishares Biotechnology ETF

ETFs
-105
- 1.81%
$135.09 - $149.47 $14.2K - $15.7K
5.71K $831K
GE
General Electric CO

Industrials
-283
- 9.58%
$156.66 - $189.66 $44.3K - $53.7K
2.67K $503K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-84
- 1.95%
$95.1 - $106.76 $7.99K - $8.97K
4.23K $451K
O
Realty Income Corp

Real Estate
-150
- 3.32%
$52.36 - $63.42 $7.85K - $9.51K
4.36K $276K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-229
- 1.18%
$19.4 - $21.93 $4.44K - $5.02K
19.2K $420K
PM
Philip Morris International Inc.

Consumer Defensive
-233
- 7.01%
$101.25 - $127.45 $23.6K - $29.7K
3.09K $375K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-374
- 2.66%
$75.32 - $84.37 $28.2K - $31.6K
13.7K $1.14M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-80
- 0.68%
$41.02 - $46.01 $3.28K - $3.68K
11.6K $529K
CSCO
Cisco Systems, Inc.

Technology
-185
- 1.7%
$44.74 - $53.22 $8.28K - $9.85K
10.7K $568K
AEP
American Electric Power CO Inc

Utilities
-10
- 0.26%
$87.11 - $104.95 $871 - $1.05K
3.9K $400K
VSMV
Victoryshares Us Multifactor M

ETFs
-757
- 2.48%
$45.22 - $48.58 $34.2K - $36.8K
29.7K $1.44M
CWT
California Water Service Group

Utilities
-146
- 1.23%
$47.83 - $55.5 $6.98K - $8.1K
11.7K $636K
Activity Summary
Buys All Purchases 125 New Holdings 16 Increased Positions 109 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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