Deanna Hutchinson

@Sovereign Financial Group, Inc.

Latest period2024 - Q4

Reported4d ago

Managed Assets$435.598M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EFVIshares Tr Recent Activity Increased 0.53%	0.43%	$1.836M 34,991 shares@ $52.47 avg price	Increased 0.53%
IUSInvesco Exch Trd Slf Idx Fd Recent Activity Increased 40.42%	0.43%	$1.832M 36,883 shares@ $49.68 avg price	Increased 40.42%
EDConsolidated Edison Inc Recent Activity Increased 2.31%	0.42%	$1.82M 20,393 shares@ $89.24 avg price	Increased 2.31%
CHDChurch & Dwight Co Inc Recent Activity Increased 0.06%	0.42%	$1.811M 17,293 shares@ $104.72 avg price	Increased 0.06%
PDPInvesco Exchange Traded Fd T Recent Activity Increased 0.03%	0.42%	$1.804M 16,760 shares@ $107.61 avg price	Increased 0.03%
EFGIshares Tr Recent Activity Increased 8.63%	0.41%	$1.786M 18,442 shares@ $96.83 avg price	Increased 8.63%
IWYIshares Tr Recent Activity Increased 7.62%	0.41%	$1.781M 7,572 shares@ $235.27 avg price	Increased 7.62%
GSYInvesco Actively Managed Exc Recent Activity Increased 1.51%	0.38%	$1.655M 33,019 shares@ $50.11 avg price	Increased 1.51%
TFLOIshares Tr Recent Activity Increased 27.94%	0.37%	$1.605M 31,806 shares@ $50.47 avg price	Increased 27.94%
COSTCostco Whsl Corp New Recent Activity Increased 0.71%	0.37%	$1.572M 1,715 shares@ $916.46 avg price	Increased 0.71%