Deanna Hutchinson

@Sovereign Financial Group, Inc.

Latest period2024 - Q4

Reported5d 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
VFVAVanguard Wellington Fd Recent Activity Increased 0.64%	0.36%	$1.531M 12,931 shares@ $118.38 avg price	Increased 0.64%
IEFAIshares Tr Recent Activity Increased 17.35%	0.35%	$1.515M 21,557 shares@ $70.28 avg price	Increased 17.35%
JPMJpmorgan Chase & Co. Recent Activity Increased 11.94%	0.35%	$1.499M 6,255 shares@ $239.71 avg price	Increased 11.94%
IONQIonq Inc Recent Activity Increased 13.3%	0.34%	$1.44M 34,466 shares@ $41.78 avg price	Increased 13.3%
IUSVIshares Tr Recent Activity Increased 0.98%	0.33%	$1.432M 15,462 shares@ $92.6 avg price	Increased 0.98%
AVGOBroadcom Inc Recent Activity Increased 15.12%	0.32%	$1.373M 5,924 shares@ $231.85 avg price	Increased 15.12%
HDHome Depot Inc Recent Activity Increased 0.41%	0.32%	$1.363M 3,504 shares@ $389.0 avg price	Increased 0.41%
JEPIJ P Morgan Exchange Traded F Recent Activity Increased 7.03%	0.32%	$1.357M 23,584 shares@ $57.54 avg price	Increased 7.03%
ITOTIshares Tr Recent Activity Increased 0.07%	0.31%	$1.313M 10,212 shares@ $128.62 avg price	Increased 0.07%
VGTVanguard World Fd Recent Activity Increased 0.86%	0.29%	$1.253M 2,015 shares@ $621.67 avg price	Increased 0.86%