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
PRF
Invesco Exchange Traded Fd Tr

ETFs
-57
- 0.27%
$42.04 - $45.23 $2.4K - $2.58K
21.2K $959K
IONQ
Ion Q, Inc.

Technology
-2.04K
- 20.23%
$36.79 - $75.14 $75K - $153K
8.04K $494K
IEFA
Ishares Tr

ETFs
-102
- 0.53%
$81.7 - $87.53 $8.33K - $8.93K
19K $1.66M
BX
Blackstone Inc.

Financial Services
-43
- 1.14%
$152.77 - $188.68 $6.57K - $8.11K
3.73K $637K
UNH
Unitedhealth Group Inc

Healthcare
-5
- 0.22%
$237.77 - $353.61 $1.19K - $1.77K
2.24K $774K
SPYG
Spdr Portfolio

ETFs
-223
- 2.01%
$94.33 - $105.31 $21K - $23.5K
10.9K $1.13M
IBB
Ishares Biotechnology ETF

ETFs
-12
- 0.25%
$127.63 - $144.37 $1.53K - $1.73K
4.71K $679K
CMI
Cummins Inc

Industrials
-4
- 0.44%
$327.85 - $426.39 $1.31K - $1.71K
904 $381K
VLO
Valero Energy Corp

Energy
-122
- 4.0%
$131.77 - $175.63 $16.1K - $21.4K
2.93K $498K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-4
- 0.11%
$113.78 - $148.0 $455 - $592
3.76K $519K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-213
- 5.38%
$275.84 - $326.36 $58.8K - $69.5K
3.75K $1.22M
ORCL
Oracle Corp

Technology
-134
- 3.82%
$218.96 - $328.33 $29.3K - $44K
3.38K $949K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-13
- 0.25%
$362.31 - $405.74 $4.71K - $5.27K
5.18K $2.09M
TSLA
Tesla, Inc.

Consumer Cyclical
-166
- 8.18%
$293.94 - $444.72 $48.8K - $73.8K
1.86K $828K
VGT
Vanguard Information Technolog

ETFs
-3
- 0.12%
$656.44 - $753.15 $1.97K - $2.26K
2.41K $1.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-240
- 1.4%
$148.97 - $165.88 $35.8K - $39.8K
16.8K $2.77M
PLTR
Palantir Technologies Inc.

Technology
-33
- 0.54%
$130.68 - $186.97 $4.31K - $6.17K
6.13K $1.12M
MU
Micron Technology Inc

Technology
-399
- 4.42%
$104.88 - $168.89 $41.8K - $67.4K
8.63K $1.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
-145
- 0.35%
$617.65 - $666.84 $89.6K - $96.7K
40.9K $27.3M
AAPL
Apple Inc.

Technology
-262
- 0.45%
$202.38 - $256.87 $53K - $67.3K
57.6K $14.7M
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
Track This Portfolio

Track Sovereign Financial Group, Inc. Portfolio

Follow Sovereign Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovereign Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email