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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
DELLDell Technologies Inc
Recent Activity
Exited
0%
$333,462
2,813 shares@ $118.55 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$309,162
326 shares@ $948.35 avg price
UBERUber Technologies Inc
Recent Activity
Exited
0%
$249,381
3,318 shares@ $75.17 avg price
PSXPhillips 66
Recent Activity
Exited
0%
$243,445
1,852 shares@ $131.45 avg price
IDXXIdexx Labs Inc
Recent Activity
Exited
0%
$237,453
470 shares@ $505.22 avg price
MMDNyli Mackay Definedterm Muni
Recent Activity
Exited
0%
$236,811
14,046 shares@ $16.86 avg price
MPCMarathon Pete Corp
Recent Activity
Exited
0%
$235,731
1,447 shares@ $162.92 avg price
DOWDow Inc
Recent Activity
Exited
0%
$226,201
4,141 shares@ $54.63 avg price
TLHIshares Tr
Recent Activity
Exited
0%
$218,120
1,995 shares@ $109.34 avg price
ADBEAdobe Inc
Recent Activity
Exited
0%
$217,468
420 shares@ $517.79 avg price