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
VSMV
Victoryshares Us Multifactor M

ETFs
-969
- 3.33%
$43.7 - $49.3 $42.3K - $47.8K
28.1K $1.38M
GLDM
World Gold Trust

ETFs
-817
- 7.87%
$58.96 - $67.97 $48.2K - $55.5K
9.57K $626K
MBB
Ishares Tr

ETFs
-79
- 1.06%
$91.41 - $94.22 $7.22K - $7.44K
7.39K $693K
RNG
Ring Central, Inc.

Technology
-1.36K
- 13.58%
$21.51 - $28.36 $29.3K - $38.7K
8.67K $245K
IAUX
I 80 Gold Corp.
-3.37K
- 16.84%
$0.49 - $0.72 $1.65K - $2.42K
16.6K $9K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-28
- 0.65%
$90.85 - $102.31 $2.54K - $2.86K
4.29K $432K
KBE
Spdr S&P Bank ETF

ETFs
-251
- 6.38%
$45.85 - $55.78 $11.5K - $14K
3.68K $205K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-221
- 2.0%
N/A
10.8K $0
Ge Vernova Inc
-249
- 11.7%
N/A
1.88K $0
ETN
Eaton Corp PLC

Industrials
-260
- 23.85%
$246.52 - $356.99 $64.1K - $92.8K
830 $296K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-334
- 0.47%
$45.12 - $46.23 $15.1K - $15.4K
70.5K $3.26M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-297
- 4.95%
$38.7 - $44.05 $11.5K - $13.1K
5.7K $251K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-44
- 0.59%
$85.42 - $94.39 $3.76K - $4.15K
7.44K $698K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-1.81K
- 4.63%
$43.78 - $51.5 $79.4K - $93.4K
37.3K $1.92M
HEFA
Ishares Currency Hedged Msci E

ETFs
-50
- 0.55%
$32.11 - $38.21 $1.61K - $1.91K
9.02K $342K
GM
General Motors CO

Consumer Cyclical
-4
- 0.08%
$42.48 - $50.46 $170 - $202
4.86K $239K
CMI
Cummins Inc

Industrials
-6
- 0.66%
$267.12 - $336.65 $1.6K - $2.02K
908 $297K
T
At&T Inc.

Communication Services
-533
- 1.3%
$26.33 - $28.94 $14K - $15.4K
40.4K $1.17M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.01K
- 6.85%
$72.96 - $90.39 $73.8K - $91.5K
13.8K $1.23M
HGLB
Highland Global Allocation Fund

N/A
-3.1K
- 2.59%
$7.03 - $9.05 $21.8K - $28.1K
117K $1.02M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-204
- 3.76%
$55.54 - $69.09 $11.3K - $14.1K
5.22K $360K
HON
Honeywell International Inc

Industrials
-73
- 3.98%
$182.86 - $232.88 $13.3K - $17K
1.76K $410K
IFRA
Ishares Tr

ETFs
-42
- 0.71%
$40.97 - $49.19 $1.72K - $2.07K
5.9K $290K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-250
- 1.92%
$39.94 - $44.64 $9.99K - $11.2K
12.8K $569K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-224
- 1.49%
$81.46 - $94.63 $18.2K - $21.2K
14.8K $1.4M
DE
Deere & CO

Industrials
-24
- 2.29%
$412.99 - $531.48 $9.91K - $12.8K
1.03K $521K
IYY
Ishares Tr

ETFs
-208
- 5.23%
$120.9 - $150.87 $25.1K - $31.4K
3.77K $568K
CARR
Carrier Global Corp

Industrials
-79
- 1.96%
$55.55 - $75.83 $4.39K - $5.99K
3.95K $288K
AOA
Ishares Tr Core Aggressive All

ETFs
-58
- 1.06%
$69.46 - $83.4 $4.03K - $4.84K
5.41K $451K
IAU
Ishares Gold Trust

ETFs
-101
- 0.7%
$56.1 - $64.74 $5.67K - $6.54K
14.2K $887K
IVE
Ishares S&P 500 Value ETF

ETFs
-30
- 0.37%
$168.34 - $195.42 $5.05K - $5.86K
8.07K $1.58M
IGOV
Ishares 1 3 International Trea

ETFs
-181
- 1.15%
$39.53 - $43.1 $7.15K - $7.8K
15.6K $671K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-157
- 1.86%
$58.41 - $72.69 $9.17K - $11.4K
8.28K $601K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-249
- 2.52%
$43.34 - $55.24 $10.8K - $13.8K
9.62K $531K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
-50
- 0.75%
$54.99 - $70.85 $2.75K - $3.54K
6.6K $462K
IONQ
Ion Q, Inc.

Technology
-6.38K
- 38.77%
$20.68 - $48.04 $132K - $307K
10.1K $433K
CSCO
Cisco Systems, Inc.

Technology
-233
- 2.35%
$53.19 - $69.38 $12.4K - $16.2K
9.67K $670K
IEFA
Ishares Tr

ETFs
-969
- 4.83%
$67.83 - $84.09 $65.7K - $81.5K
19.1K $1.59M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-960
- 4.93%
$86.05 - $107.7 $82.6K - $103K
18.5K $1.99M
PM
Philip Morris International Inc.

Consumer Defensive
-31
- 0.99%
$149.23 - $184.95 $4.63K - $5.73K
3.09K $562K
CSX
Csx Corp

Industrials
-1.18K
- 3.44%
$26.69 - $32.91 $31.5K - $38.8K
33.1K $1.08M
WMT
Walmart Inc.

Consumer Defensive
-42
- 0.55%
$81.79 - $99.98 $3.44K - $4.2K
7.56K $739K
VONG
Vanguard Russell 1000 Growth E

ETFs
-431
- 5.82%
$82.51 - $109.2 $35.6K - $47.1K
6.97K $761K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.13K
- 11.43%
$167.32 - $223.3 $357K - $476K
16.5K $3.62M
NOW
Service Now, Inc.

Technology
-7
- 1.91%
$721.65 - $1040.18 $5.05K - $7.28K
360 $370K
TSLA
Tesla, Inc.

Consumer Cyclical
-151
- 6.92%
$221.86 - $362.89 $33.5K - $54.8K
2.03K $644K
EFV
Msci Eafe Value ETF

ETFs
-291
- 1.11%
$52.4 - $64.65 $15.2K - $18.8K
26K $1.65M
GE
General Electric CO

Industrials
-248
- 9.2%
$166.81 - $257.39 $41.4K - $63.8K
2.45K $629K
EFG
Msci Eafe Growth ETF

ETFs
-140
- 1.44%
$89.8 - $112.0 $12.6K - $15.7K
9.55K $1.07M
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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