Sovereign Financial Group, Inc. Reduced Holdings in Q1 2025

Sovereign Financial Group, Inc.

  • $425 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-432
- 2.79%
$90.0 - $96.32 $38.9K - $41.6K
15K $1.37M
HON
Honeywell International Inc

Industrials
-138
- 6.99%
$202.75 - $226.52 $28K - $31.3K
1.84K $388K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-26
- 0.52%
$94.32 - $110.46 $2.45K - $2.87K
5.02K $481K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-279
- 3.2%
$64.88 - $72.1 $18.1K - $20.1K
8.44K $551K
DOCU
Docusign, Inc.

Technology
-227
- 7.05%
$74.7 - $97.7 $17K - $22.2K
2.99K $243K
V
Visa Inc.

Financial Services
-774
- 11.84%
$306.92 - $362.71 $238K - $281K
5.76K $2.02M
WMT
Walmart Inc.

Consumer Defensive
-274
- 3.48%
$84.5 - $105.05 $23.2K - $28.8K
7.61K $667K
K
Kellogg CO

Consumer Defensive
-673
- 7.77%
$81.06 - $82.9 $54.6K - $55.8K
7.99K $658K
PFE
Pfizer Inc

Healthcare
-810
- 4.96%
$25.01 - $27.13 $20.3K - $22K
15.5K $393K
VO
Vanguard Mid Cap ETF

ETFs
-71
- 2.29%
$251.87 - $277.95 $17.9K - $19.7K
3.03K $779K
TXN
Texas Instruments Inc

Technology
-169
- 7.56%
N/A
2.07K $402K
VNQ
Vanguard Specialized Funds Van

ETFs
-399
- 6.14%
$85.55 - $94.34 $34.1K - $37.6K
6.1K $547K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-127
- 0.59%
$21.23 - $23.75 $2.7K - $3.02K
21.5K $459K
PEG
Public Service Enterprise Group Inc

Utilities
-61
- 0.58%
$78.2 - $90.39 $4.77K - $5.51K
10.5K $863K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-442
- 3.29%
$41.74 - $43.57 $18.4K - $19.3K
13K $546K
IBB
Ishares Biotechnology ETF

ETFs
-134
- 2.69%
$127.9 - $140.56 $17.1K - $18.8K
4.85K $632K
CARR
Carrier Global Corp

Industrials
-65
- 1.59%
$62.07 - $70.55 $4.03K - $4.59K
4.03K $255K
T
At&T Inc.

Communication Services
-10.9K
- 21.09%
$21.56 - $28.28 $236K - $309K
40.9K $1.16M
LOW
Lowes Companies Inc

Consumer Cyclical
-43
- 4.48%
$222.66 - $268.42 $9.57K - $11.5K
916 $213K
D
Dominion Energy, Inc

Utilities
-1.01K
- 6.09%
$52.85 - $57.43 $53.1K - $57.7K
15.5K $869K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
-959
- 12.61%
$54.53 - $63.21 $52.3K - $60.6K
6.65K $410K
VOT
Vanguard Mid Cap Growth Index

ETFs
-6
- 0.32%
$237.72 - $276.98 $1.43K - $1.66K
1.85K $450K
IWD
Ishares Russell 1000 Val ETF

ETFs
-116
- 4.08%
$182.82 - $196.21 $21.2K - $22.8K
2.73K $508K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-92
- 1.45%
$50.25 - $55.9 $4.62K - $5.14K
6.26K $321K
NEE
Nextera Energy Inc

Utilities
-105
- 1.11%
$66.96 - $76.16 $7.03K - $8K
9.38K $664K
MO
Altria Group, Inc.

Consumer Defensive
-1.03K
- 16.94%
$50.81 - $60.02 $52.3K - $61.8K
5.05K $303K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-248
- 5.97%
$100.59 - $103.47 $24.9K - $25.7K
3.91K $404K
CL
Colgate Palmolive CO

Consumer Defensive
-264
- 6.26%
$85.68 - $97.5 $22.6K - $25.7K
3.95K $370K
BXSL
Blackstone Secured Lending Fund

Financial Services
-473
- 5.87%
$31.3 - $34.5 $14.8K - $16.3K
7.59K $249K
AOA
Ishares Tr Core Aggressive All

ETFs
-114
- 2.04%
$75.7 - $80.01 $8.63K - $9.12K
5.47K $417K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-25
- 0.12%
$39.4 - $42.61 $985 - $1.07K
21K $839K
PSA
Public Storage

Real Estate
-24
- 2.18%
$288.99 - $313.98 $6.94K - $7.54K
1.08K $322K
EEM
Ishares Msci Emerging Markets

ETFs
-1.06K
- 5.09%
$40.81 - $45.34 $43.1K - $47.9K
19.7K $862K
HYG
Ishares Tr

ETFs
-80
- 2.25%
$78.51 - $80.11 $6.28K - $6.41K
3.47K $273K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-35
- 0.71%
$49.25 - $50.66 $1.72K - $1.77K
4.88K $241K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.32K
- 1.83%
$44.72 - $46.25 $59.1K - $61.1K
70.8K $3.25M
IGOV
Ishares 1 3 International Trea

ETFs
-535
- 3.28%
$37.39 - $39.79 $20K - $21.3K
15.8K $622K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-110
- 2.53%
$48.31 - $49.23 $5.31K - $5.42K
4.25K $208K
WFC
Wells Fargo & Company

Financial Services
-82
- 2.74%
$66.78 - $81.42 $5.48K - $6.68K
2.91K $208K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-232
- 1.84%
$71.17 - $73.66 $16.5K - $17.1K
12.4K $907K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-666
- 5.69%
N/A
11K $0
Ge Vernova Inc
-737
- 25.72%
N/A
2.13K $0
IEF
Ishares Barclays

ETFs
-56
- 1.88%
$91.17 - $95.39 $5.11K - $5.34K
2.93K $278K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-72
- 0.36%
$42.93 - $44.71 $3.09K - $3.22K
20.1K $882K
VCIT
Vanguard Intermediate Term Cor

ETFs
-76
- 0.98%
$79.17 - $82.04 $6.02K - $6.24K
7.69K $627K
WPC
W. P. Carey Inc.

Real Estate
-532
- 11.79%
$53.5 - $65.05 $28.5K - $34.6K
3.98K $251K
TIP
Ishares Tr Tips Bd ETF

ETFs
-372
- 3.2%
$106.22 - $111.09 $39.5K - $41.3K
11.3K $1.25M
CWT
California Water Service Group

Utilities
-510
- 4.55%
$41.88 - $48.46 $21.4K - $24.7K
10.7K $516K
SBUX
Starbucks Corp

Consumer Cyclical
-36
- 1.58%
$91.75 - $115.81 $3.3K - $4.17K
2.24K $218K
Activity Summary
Buys All Purchases 145 New Holdings 14 Increased Positions 131 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 1
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