Sovereign Investment Advisors, LLC New Holdings in Q4 2024

Sovereign Investment Advisors, LLC

  • $317 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
9.39K
New
$221.69 - $259.02 $2.08M - $2.43M
9.39K $2.35M
AMZN
Amazon Com Inc

Consumer Cyclical
8.52K
New
$180.88 - $232.93 $1.54M - $1.98M
8.52K $1.87M
NVDA
Nvidia Corp

Technology
13.1K
New
$117.0 - $148.88 $1.53M - $1.95M
13.1K $1.76M
MSFT
Microsoft Corp

Technology
3.96K
New
$406.35 - $454.46 $1.61M - $1.8M
3.96K $1.67M
SYF
Synchrony Financial

Financial Services
22.2K
New
$49.01 - $68.55 $1.09M - $1.52M
22.2K $1.45M
GOOG
Alphabet Inc.

Communication Services
7.11K
New
$163.08 - $198.16 $1.16M - $1.41M
7.11K $1.35M
WFC
Wells Fargo & Company

Financial Services
13.2K
New
$54.98 - $77.35 $725K - $1.02M
13.2K $926K
NI
Nisource Inc.

Utilities
21.1K
New
$33.74 - $38.25 $711K - $806K
21.1K $774K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.63K
New
$442.29 - $483.08 $720K - $786K
1.63K $737K
PG
Procter & Gamble CO

Consumer Defensive
4.32K
New
$161.05 - $179.7 $695K - $775K
4.32K $723K
URI
United Rentals, Inc.

Industrials
889
New
$704.44 - $880.32 $626K - $783K
889 $626K
CDNS
Cadence Design Systems Inc

Technology
1.97K
New
$249.1 - $324.54 $492K - $641K
1.97K $593K
MPWR
Monolithic Power Systems Inc

Technology
992
New
$560.06 - $942.58 $556K - $935K
992 $586K
ABBV
Abb Vie Inc.

Healthcare
3.23K
New
$164.99 - $203.87 $532K - $657K
3.23K $573K
JPM
Jpmorgan Chase & CO

Financial Services
2.33K
New
$205.18 - $250.29 $478K - $583K
2.33K $558K
COF
Capital One Financial Corp

Financial Services
2.7K
New
$145.19 - $192.01 $392K - $519K
2.7K $481K
T
At&T Inc.

Communication Services
21K
New
$21.22 - $23.88 $446K - $502K
21K $478K
JNJ
Johnson & Johnson

Healthcare
3.26K
New
$143.34 - $165.86 $468K - $541K
3.26K $472K
GOOGL
Alphabet Inc.

Communication Services
2.41K
New
$161.86 - $196.66 $390K - $473K
2.41K $455K
V
Visa Inc.

Financial Services
1.34K
New
$273.87 - $320.91 $368K - $431K
1.34K $424K
ADBE
Adobe Inc.

Technology
931
New
$437.39 - $552.96 $407K - $515K
931 $413K
AMAT
Applied Materials Inc

Technology
2.54K
New
$161.44 - $213.89 $410K - $543K
2.54K $412K
MPC
Marathon Petroleum Corp

Energy
2.95K
New
$131.65 - $174.84 $388K - $515K
2.95K $411K
ALL
Allstate Corp

Financial Services
2.01K
New
$181.25 - $208.2 $364K - $418K
2.01K $387K
TXT
Textron Inc

Industrials
4.93K
New
$75.82 - $90.32 $373K - $445K
4.93K $376K
TSLA
Tesla, Inc.

Consumer Cyclical
907
New
$213.65 - $479.86 $194K - $435K
907 $366K
EMR
Emerson Electric CO

Industrials
2.93K
New
$108.13 - $134.33 $317K - $394K
2.93K $363K
CAH
Cardinal Health Inc

Healthcare
3.06K
New
$107.89 - $125.33 $330K - $383K
3.06K $361K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
304
New
$1146.59 - $1270.6 $349K - $386K
304 $360K
PSA
Public Storage

Real Estate
1.19K
New
$289.33 - $360.21 $343K - $428K
1.19K $355K
UNH
Unitedhealth Group Inc

Healthcare
695
New
$485.52 - $625.25 $337K - $435K
695 $351K
KR
Kroger CO

Consumer Defensive
5.74K
New
$55.21 - $63.3 $317K - $363K
5.74K $350K
CCL
Carnival Corp

Consumer Cyclical
13.7K
New
$17.34 - $26.8 $238K - $367K
13.7K $341K
VST
Vistra Corp.

Utilities
2.36K
New
$115.74 - $166.61 $273K - $393K
2.36K $325K
CRWD
Crowd Strike Holdings, Inc.

Technology
944
New
$275.15 - $388.2 $260K - $366K
944 $322K
BKR
Baker Hughes CO

Energy
7.65K
New
$35.98 - $44.88 $275K - $343K
7.65K $313K
MRK
Merck & Co., Inc.

Healthcare
3.11K
New
$96.31 - $114.76 $300K - $357K
3.11K $309K
CTVA
Corteva, Inc.

Basic Materials
5.35K
New
$55.21 - $64.13 $295K - $343K
5.35K $304K
BMY
Bristol Myers Squibb CO

Healthcare
5.22K
New
$51.92 - $59.94 $271K - $313K
5.22K $294K
ELV
Elevance Health, Inc.

Healthcare
756
New
$365.96 - $514.62 $277K - $389K
756 $279K
CSX
Csx Corp

Industrials
8.44K
New
$31.58 - $36.88 $266K - $311K
8.44K $272K
GILD
Gilead Sciences, Inc.

Healthcare
2.78K
New
$83.95 - $97.9 $233K - $272K
2.78K $256K
BKNG
Booking Holdings Inc.

Consumer Cyclical
50
New
$4100.99 - $5300.34 $205K - $265K
50 $248K
DFS
Discover Financial Services

Financial Services
1.44K
New
$136.3 - $182.67 $196K - $262K
1.44K $248K
ZTS
Zoetis Inc.

Healthcare
1.51K
New
$162.24 - $194.42 $244K - $293K
1.51K $245K
XOM
Exxon Mobil Corp

Energy
2.23K
New
$105.51 - $125.37 $235K - $279K
2.23K $239K
COP
Conocophillips

Energy
2.36K
New
$95.12 - $114.72 $224K - $270K
2.36K $233K
BIIB
Biogen Inc.

Healthcare
1.52K
New
$146.47 - $191.55 $223K - $291K
1.52K $232K
ACN
Accenture PLC

Technology
653
New
$343.9 - $376.86 $225K - $246K
653 $229K
Activity Summary
Buys All Purchases 83 New Holdings 60 Increased Positions 23 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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