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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VUGVanguard Index Fds
| 5.48% | $23.84M 58,084 shares@ $410.45 avg price | Decreased -0.09% |
IVVIshares Tr
| 4.18% | $18.198M 30,914 shares@ $588.69 avg price | Decreased -0.68% |
GOOGAlphabet Inc
| 2.52% | $10.957M 57,534 shares@ $190.44 avg price | Decreased -0.29% |
BNDXVanguard Charlotte Fds
| 2.02% | $8.77M 178,798 shares@ $49.06 avg price | Decreased -1.38% |
BSVVanguard Bd Index Fds
| 1.92% | $8.334M 107,858 shares@ $77.27 avg price | Decreased -3.53% |
NVDANvidia Corporation
| 1.24% | $5.361M 39,925 shares@ $134.29 avg price | Decreased -0.15% |
AMZNAmazon Com Inc
| 0.95% | $4.101M 18,695 shares@ $219.39 avg price | Decreased -2.12% |
VMBSVanguard Scottsdale Fds
| 0.9% | $3.905M 86,121 shares@ $45.34 avg price | Decreased -1.35% |
BLVVanguard Bd Index Fds
| 0.81% | $3.512M 51,330 shares@ $68.43 avg price | Decreased -4.3% |
IUSBIshares Tr
| 0.75% | $3.259M 72,111 shares@ $45.2 avg price | Decreased -19.06% |