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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -6.16%
0.29%
$1.235M
2,725 shares@ $453.28 avg price
OUSAAlps Etf Tr
Recent Activity
Increased 0.51%
0.28%
$1.19M
22,397 shares@ $53.13 avg price
IJRIshares Tr
Recent Activity
Increased 3.78%
0.28%
$1.188M
10,309 shares@ $115.23 avg price
TAt&t Inc
Recent Activity
Increased 3.2%
0.28%
$1.181M
51,854 shares@ $22.77 avg price
IVEIshares Tr
Recent Activity
Decreased -2.46%
0.27%
$1.164M
6,100 shares@ $190.9 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -2.98%
0.27%
$1.158M
14,845 shares@ $78.02 avg price
CSXCsx Corp
Recent Activity
Decreased -6.91%
0.27%
$1.148M
35,568 shares@ $32.27 avg price
EFAIshares Tr
Recent Activity
Increased 8.48%
0.26%
$1.122M
14,833 shares@ $75.62 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.73%
0.26%
$1.109M
5,663 shares@ $195.85 avg price
IBMInternational Business Machs
Recent Activity
Increased 3.93%
0.25%
$1.059M
4,819 shares@ $219.82 avg price