Sovereign Financial Group, Inc. Reduced Holdings in Q3 2025

Sovereign Financial Group, Inc.

  • $514 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PSA
Public Storage

Real Estate
-7
- 0.65%
$271.94 - $298.09 $1.9K - $2.09K
1.08K $311K
VZ
Verizon Communications Inc

Communication Services
-326
- 2.89%
$40.84 - $45.06 $13.3K - $14.7K
10.9K $480K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-240
- 2.01%
$46.38 - $47.74 $11.1K - $11.5K
11.7K $554K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-80
- 3.04%
$81.76 - $86.36 $6.54K - $6.91K
2.55K $216K
UBER
Uber Technologies, Inc

Technology
-211
- 6.34%
$86.91 - $99.57 $18.3K - $21K
3.12K $305K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
-834
- 5.41%
$14.0 - $14.68 $11.7K - $12.2K
14.6K $214K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-75
- 3.17%
$85.01 - $90.35 $6.38K - $6.78K
2.29K $204K
EEM
Ishares Msci Emerging Markets

ETFs
-2.3K
- 9.94%
$48.07 - $53.4 $110K - $123K
20.8K $1.11M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-769
- 3.74%
$20.38 - $21.7 $15.7K - $16.7K
19.8K $417K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-272
- 3.34%
$48.96 - $52.08 $13.3K - $14.2K
7.86K $405K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-700
- 8.16%
$24.46 - $26.5 $17.1K - $18.6K
7.88K $207K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-115
- 1.25%
N/A
9.08K $0
Arista Networks Inc
-218
- 4.81%
N/A
4.31K $0
ALCC
Alt C Acquisition Corp.

Financial Services
-44
- 0.66%
N/A
6.63K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-3.77K
- 3.38%
N/A
108K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-130
- 1.2%
N/A
10.7K $0
Ge Vernova Inc
-149
- 7.93%
N/A
1.73K $0
COP
Conocophillips

Energy
-111
- 4.71%
$91.0 - $98.99 $10.1K - $11K
2.25K $212K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-50
- 0.39%
$78.96 - $80.04 $3.95K - $4K
12.7K $1.01M
XLV
Select Sector Spdr Fund Health

ETFs
-37
- 2.08%
$129.01 - $139.72 $4.77K - $5.17K
1.75K $242K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-393
- 6.37%
$50.7 - $54.86 $19.9K - $21.6K
5.78K $316K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-46
- 0.62%
$92.18 - $95.14 $4.24K - $4.38K
7.39K $703K
VOT
Vanguard Mid Cap Growth Index

ETFs
-44
- 2.37%
$282.75 - $294.19 $12.4K - $12.9K
1.81K $532K
K
Kellogg CO

Consumer Defensive
-148
- 1.86%
$76.96 - $82.02 $11.4K - $12.1K
7.83K $642K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-154
- 0.94%
$26.38 - $27.95 $4.06K - $4.3K
16.2K $442K
TRV
Travelers Companies, Inc.

Financial Services
-1
- 0.1%
$250.62 - $279.43 $251 - $279
968 $270K
CSX
Csx Corp

Industrials
-2.33K
- 7.04%
$32.05 - $36.52 $74.7K - $85.1K
30.8K $1.09M
SO
Southern CO

Utilities
-970
- 2.66%
$90.83 - $96.0 $88.1K - $93.1K
35.5K $3.37M
HDV
Ishares Core High Dividend ETF

ETFs
-96
- 1.73%
$118.16 - $123.66 $11.3K - $11.9K
5.45K $666K
MO
Altria Group, Inc.

Consumer Defensive
-267
- 5.72%
$57.75 - $67.68 $15.4K - $18.1K
4.4K $290K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-99
- 0.33%
$9.39 - $10.12 $930 - $1K
30.3K $306K
WPC
W. P. Carey Inc.

Real Estate
-12
- 0.3%
$61.29 - $68.7 $735 - $824
3.98K $268K
IFRA
Ishares Tr

ETFs
-36
- 0.61%
$49.77 - $52.82 $1.79K - $1.9K
5.86K $309K
AMAT
Applied Materials Inc

Technology
-41
- 2.95%
$156.25 - $204.95 $6.41K - $8.4K
1.35K $276K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-950
- 4.49%
$25.29 - $28.33 $24K - $26.9K
20.2K $563K
OHI
Omega Healthcare Investors Inc

Real Estate
-500
- 5.26%
$36.29 - $43.34 $18.1K - $21.7K
9.01K $380K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-857
- 12.8%
$68.94 - $86.3 $59.1K - $74K
5.84K $503K
MPC
Marathon Petroleum Corp

Energy
-2
- 0.15%
$158.59 - $198.69 $317 - $397
1.34K $258K
XLU
Utilities Sector Spdr

ETFs
-88
- 1.12%
$81.14 - $87.32 $7.14K - $7.68K
7.78K $678K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-100
- 1.93%
$100.63 - $112.27 $10.1K - $11.2K
5.07K $560K
F
Ford Motor CO

Consumer Cyclical
-46
- 0.13%
$10.82 - $12.09 $498 - $556
34.1K $408K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-9
- 0.04%
$23.82 - $25.84 $214 - $233
21.5K $551K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-13
- 0.12%
$42.26 - $47.16 $549 - $613
11.2K $517K
QBTS
D Wave Quantum Inc.

Technology
-4.54K
- 29.67%
$14.81 - $27.72 $67.2K - $126K
10.8K $265K
VPU
Vanguard Utilities ETF

ETFs
-304
- 3.68%
$175.25 - $189.41 $53.3K - $57.6K
7.95K $1.51M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-276
- 1.86%
$94.17 - $99.95 $26K - $27.6K
14.5K $1.45M
GM
General Motors CO

Consumer Cyclical
-24
- 0.49%
$48.89 - $61.24 $1.17K - $1.47K
4.83K $294K
ALL
Allstate Corp

Financial Services
-58
- 1.16%
$192.0 - $214.65 $11.1K - $12.4K
4.93K $1.06M
NEE
Nextera Energy Inc

Utilities
-27
- 0.28%
$69.77 - $77.54 $1.88K - $2.09K
9.68K $730K
Activity Summary
Buys All Purchases 174 New Holdings 32 Increased Positions 142 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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