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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
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.52%
0.25%
$1.054M
2,083 shares@ $505.91 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 0.06%
0.24%
$1.034M
1,815 shares@ $569.66 avg price
IYWIshares Tr
Recent Activity
Decreased -8.01%
0.24%
$1.009M
6,322 shares@ $159.53 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 301.32%
0.23%
$995,112
35,705 shares@ $27.88 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -3.48%
0.23%
$990,721
11,271 shares@ $87.91 avg price
ALLAllstate Corp
Recent Activity
Increased 0.22%
0.23%
$974,495
5,055 shares@ $192.78 avg price
GEVGe Vernova Inc
Recent Activity
Decreased -0.06%
0.22%
$942,521
2,865 shares@ $328.98 avg price
MBBIshares Tr
Recent Activity
Increased 23.05%
0.22%
$926,970
10,111 shares@ $91.68 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -16.46%
0.22%
$925,677
2,176 shares@ $425.41 avg price
VTIVanguard Index Fds
Recent Activity
Increased 37.5%
0.22%
$922,577
3,183 shares@ $289.85 avg price