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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
AVGOBroadcom Inc
Recent Activity
Increased 15.12%
0.32%
$1.373M
5,924 shares@ $231.85 avg price
VSMVVictory Portfolios Ii
Recent Activity
Decreased -3.94%
0.32%
$1.372M
28,570 shares@ $48.04 avg price
HDHome Depot Inc
Recent Activity
Increased 0.41%
0.32%
$1.363M
3,504 shares@ $389.0 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 7.03%
0.32%
$1.357M
23,584 shares@ $57.54 avg price
GISGeneral Mls Inc
Recent Activity
Decreased -2.96%
0.32%
$1.352M
21,207 shares@ $63.78 avg price
KMBKimberly-clark Corp
Recent Activity
Decreased -1.24%
0.31%
$1.346M
10,275 shares@ $131.05 avg price
VPUVanguard World Fd
Recent Activity
Decreased -0.28%
0.31%
$1.322M
8,092 shares@ $163.43 avg price
ITOTIshares Tr
Recent Activity
Increased 0.07%
0.31%
$1.313M
10,212 shares@ $128.62 avg price
VGTVanguard World Fd
Recent Activity
Increased 0.86%
0.29%
$1.253M
2,015 shares@ $621.67 avg price
TIPIshares Tr
Recent Activity
Decreased -5.92%
0.29%
$1.24M
11,637 shares@ $106.55 avg price