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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

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Tr
Recent Activity
Increased 0.66%
5.58%
$24.3M
41,461 shares@ $586.09 avg price
VUG
Vanguard Index Fds
Recent Activity
Decreased -0.09%
5.48%
$23.84M
58,084 shares@ $410.45 avg price
VEA
Vanguard Tax-managed Fds
Recent Activity
Increased 1.65%
4.97%
$21.636M
452,437 shares@ $47.82 avg price
IVV
Ishares Tr
Recent Activity
Decreased -0.68%
4.18%
$18.198M
30,914 shares@ $588.69 avg price
QQQ
Invesco Qqq Tr
Recent Activity
Increased 1.61%
4.14%
$17.993M
35,195 shares@ $511.24 avg price
VTV
Vanguard Index Fds
Recent Activity
Increased 4.63%
3.91%
$17.027M
100,574 shares@ $169.31 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.71%
3.12%
$13.577M
54,216 shares@ $250.43 avg price
GOOG
Alphabet Inc
Recent Activity
Decreased -0.29%
2.52%
$10.957M
57,534 shares@ $190.44 avg price
BNDX
Vanguard Charlotte Fds
Recent Activity
Decreased -1.38%
2.02%
$8.77M
178,798 shares@ $49.06 avg price
BSV
Vanguard Bd Index Fds
Recent Activity
Decreased -3.53%
1.92%
$8.334M
107,858 shares@ $77.27 avg price

1-10 of 284