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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
IVWIshares Tr
Recent Activity
Decreased -1.82%
0.59%
$2.546M
25,079 shares@ $101.54 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 6.15%
0.55%
$2.392M
22,238 shares@ $107.58 avg price
IUSGIshares Tr
Recent Activity
Decreased -2.14%
0.49%
$2.132M
15,301 shares@ $139.36 avg price
QUALIshares Tr
Recent Activity
Decreased -3.73%
0.48%
$2.072M
11,633 shares@ $178.08 avg price
VVisa Inc
Recent Activity
Decreased -0.32%
0.48%
$2.066M
6,537 shares@ $316.03 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.59%
0.46%
$1.968M
3,361 shares@ $585.44 avg price
DYNFBlackrock Etf Trust
Recent Activity
Decreased -7.17%
0.46%
$1.964M
38,320 shares@ $51.26 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
Increased 10.93%
0.45%
$1.953M
18,625 shares@ $104.88 avg price
MGKVanguard World Fd
Recent Activity
Decreased -8.87%
0.44%
$1.898M
5,527 shares@ $343.4 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 0.07%
0.43%
$1.843M
7,608 shares@ $242.19 avg price