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Deanna Hutchinson

@Sovereign Financial Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$435.598MTotal holdings284
Assets growth rate1.82%Assets growth rate (2-Q avg)4.23%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sovereign Financial Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 284 positions.

Assets under management

The assets under management (AUM) of Sovereign Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 435.598M in assets, with a quarterly growth rate of 1.82% and a 2-quarter average growth rate of 4.23%. The portfolio is managed by Deanna Hutchinson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.66%
5.58%
$24.3M
41,461 shares@ $586.09 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.09%
5.48%
$23.84M
58,084 shares@ $410.45 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.65%
4.97%
$21.636M
452,437 shares@ $47.82 avg price
IVVIshares Tr
Recent Activity
Decreased -0.68%
4.18%
$18.198M
30,914 shares@ $588.69 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 1.61%
4.14%
$17.993M
35,195 shares@ $511.24 avg price
VTVVanguard Index Fds
Recent Activity
Increased 4.63%
3.91%
$17.027M
100,574 shares@ $169.31 avg price
AAPLApple Inc
Recent Activity
Increased 0.71%
3.12%
$13.577M
54,216 shares@ $250.43 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.29%
2.52%
$10.957M
57,534 shares@ $190.44 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Decreased -1.38%
2.02%
$8.77M
178,798 shares@ $49.06 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -3.53%
1.92%
$8.334M
107,858 shares@ $77.27 avg price