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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
IGSBIshares Tr
Recent Activity
Decreased -3.34%
0.38%
$1.62M
31,339 shares@ $51.7 avg price
TFLOIshares Tr
Recent Activity
Increased 27.94%
0.37%
$1.605M
31,806 shares@ $50.47 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.71%
0.37%
$1.572M
1,715 shares@ $916.46 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -5.53%
0.37%
$1.569M
6,480 shares@ $242.13 avg price
VFVAVanguard Wellington Fd
Recent Activity
Increased 0.64%
0.36%
$1.531M
12,931 shares@ $118.38 avg price
IEFAIshares Tr
Recent Activity
Increased 17.35%
0.35%
$1.515M
21,557 shares@ $70.28 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 11.94%
0.35%
$1.499M
6,255 shares@ $239.71 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -6.55%
0.34%
$1.443M
28,645 shares@ $50.37 avg price
IONQIonq Inc
Recent Activity
Increased 13.3%
0.34%
$1.44M
34,466 shares@ $41.78 avg price
IUSVIshares Tr
Recent Activity
Increased 0.98%
0.33%
$1.432M
15,462 shares@ $92.6 avg price