test

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
MSFTMicrosoft Corp
Recent Activity
Increased 1.93%
1.42%
$6.177M
14,655 shares@ $421.52 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 6.97%
1.07%
$4.657M
36,497 shares@ $127.59 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 10.64%
1.03%
$4.481M
59,959 shares@ $74.74 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.84%
0.99%
$4.301M
7,982 shares@ $538.82 avg price
REZIshares Tr
Recent Activity
Increased 0.34%
0.81%
$3.527M
43,533 shares@ $81.02 avg price
TBILRbb Fd Inc
Recent Activity
Increased 30.43%
0.81%
$3.494M
70,082 shares@ $49.86 avg price
NEARIshares U S Etf Tr
Recent Activity
Increased 0.1%
0.7%
$3.042M
60,239 shares@ $50.51 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 6.15%
0.55%
$2.392M
22,238 shares@ $107.58 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
Increased 10.93%
0.45%
$1.953M
18,625 shares@ $104.88 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 0.07%
0.43%
$1.843M
7,608 shares@ $242.19 avg price