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
ITOT
Ishares Core S&P Total U.S. St

ETFs
-43
- 0.42%
$113.41 - $125.62 $4.88K - $5.4K
10.2K $1.28M
JHMM
John Hancock Multifactor Mid C

ETFs
-74
- 0.55%
$54.25 - $60.2 $4.01K - $4.45K
13.4K $809K
CARR
Carrier Global Corp

Industrials
-87
- 2.08%
$61.9 - $80.88 $5.39K - $7.04K
4.1K $330K
ABBV
Abb Vie Inc.

Healthcare
-124
- 3.54%
$163.84 - $199.33 $20.3K - $24.7K
3.38K $667K
JNJ
Johnson & Johnson

Healthcare
-11
- 0.26%
$145.48 - $167.38 $1.6K - $1.84K
4.3K $696K
SSO
Proshares Ultra S&P 500

ETFs
-900
- 4.5%
$73.92 - $90.17 $66.5K - $81.2K
19.1K $1.72M
KKR
Kkr & Co. Inc.

Financial Services
-63
- 1.95%
$104.51 - $133.23 $6.58K - $8.39K
3.16K $413K
V
Visa Inc.

Financial Services
-24
- 0.36%
$253.74 - $291.56 $6.09K - $7K
6.56K $1.8M
IVE
Ishares S&P 500 Value ETF

ETFs
-83
- 1.31%
$181.06 - $197.17 $15K - $16.4K
6.25K $1.23M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-98
- 0.58%
$91.9 - $103.31 $9.01K - $10.1K
16.8K $1.73M
TSLA
Tesla, Inc.

Consumer Cyclical
-214
- 9.9%
$191.76 - $263.26 $41K - $56.3K
1.95K $509K
CAT
Caterpillar Inc

Industrials
-51
- 2.8%
$316.8 - $391.12 $16.2K - $19.9K
1.77K $693K
IEFA
Ishares Tr

ETFs
-140
- 0.76%
$70.09 - $78.74 $9.81K - $11K
18.4K $1.43M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-266
- 1.71%
$87.56 - $95.49 $23.3K - $25.4K
15.3K $1.46M
ORCL
Oracle Corp

Technology
-14
- 0.38%
$125.9 - $170.35 $1.76K - $2.38K
3.65K $622K
MCD
Mcdonalds Corp

Consumer Cyclical
-31
- 1.3%
$245.82 - $304.51 $7.62K - $9.44K
2.35K $714K
RTX
Raytheon Technologies Corp

Industrials
-109
- 1.78%
$99.55 - $123.34 $10.9K - $13.4K
6K $726K
NEE
Nextera Energy Inc

Utilities
-32
- 0.33%
$69.9 - $84.97 $2.24K - $2.72K
9.54K $806K
D
Dominion Energy, Inc

Utilities
-157
- 0.98%
$48.01 - $58.53 $7.54K - $9.19K
15.9K $919K
UNH
Unitedhealth Group Inc

Healthcare
-48
- 2.2%
$488.01 - $604.18 $23.4K - $29K
2.14K $1.25M
BMY
Bristol Myers Squibb CO

Healthcare
-95
- 0.64%
$39.66 - $51.75 $3.77K - $4.92K
14.8K $766K
ALL
Allstate Corp

Financial Services
-1
- 0.02%
$158.43 - $192.86 $158 - $193
5.04K $956K
PEG
Public Service Enterprise Group Inc

Utilities
-63
- 0.59%
$73.58 - $89.21 $4.64K - $5.62K
10.6K $941K
IBM
International Business Machines Corp

Technology
-144
- 3.01%
$175.1 - $223.38 $25.2K - $32.2K
4.64K $1.03M
HD
Home Depot, Inc.

Consumer Cyclical
-10
- 0.29%
$333.64 - $405.2 $3.34K - $4.05K
3.49K $1.41M
GIS
General Mills Inc

Consumer Defensive
-289
- 1.31%
$62.5 - $75.15 $18.1K - $21.7K
21.9K $1.61M
IVV
Ishares Core S&P 500 ETF

ETFs
-891
- 2.78%
$520.18 - $576.82 $463K - $514K
31.1K $18M
SO
Southern CO

Utilities
-802
- 1.97%
$77.0 - $90.52 $61.8K - $72.6K
39.9K $3.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-477
- 1.14%
$517.38 - $573.86 $247K - $274K
41.2K $23.6M
AAPL
Apple Inc.

Technology
-464
- 0.85%
$207.23 - $234.82 $96.2K - $109K
53.8K $12.5M
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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