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Sovereign Financial Group

Latest statistics and disclosures from Sovereign Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, VUG, SPY, QQQ, VTV, and represent 23.26% of Sovereign Financial Group's stock portfolio.
Added to shares of these 10 stocks: Alphabet Inc-cl C (+$19M), USFR, PYLD, SSO, AOR, IVE, AOA, VUG, SPY, BNDX.
Started 32 new stock positions in BA, SAFX, JXN, CEG, KRE, LRCX, NOC, DGRO, XLG, Alphabet Inc put.
Reduced shares in these 10 stocks: AAPL, QUAL, K, MU, IUSB, MSFT, EFG, GSY, EFV, .
Sold out of its positions in CMS, DFAC, SPLV, EFG, EFAV, K, OPK, RR, CRM, SCHX.
Sovereign Financial Group was a net buyer of stock by $36M.
Sovereign Financial Group has $580M in assets under management (AUM), dropping by 8.68%.
Central Index Key (CIK): 0001846175

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Portfolio Holdings for Sovereign Financial Group

Sovereign Financial Group holds 349 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.5	$32M		515k	62.47	View chart
Vanguard Index Fds Growth Etf (VUG)	5.3	$31M	+2%	63k	487.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.9	$29M	+2%	42k	681.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$22M		36k	614.32	View chart
Vanguard Index Fds Value Etf (VTV)	3.7	$21M		112k	190.99	View chart
Alphabet Put Put Option (Principal)	3.2	$19M	NEW	89k	209.21	View chart
Alphabet Cap Stk Cl C (GOOG)	3.2	$18M		59k	313.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$17M		25k	684.95	View chart
Apple (AAPL)	2.5	$14M	-8%	53k	271.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$12M		38k	313.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$12M	+4%	215k	53.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.9	$11M	+4%	142k	78.81	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.9	$11M	+5%	228k	48.32	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.6	$9.1M		131k	69.47	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.5	$8.5M		172k	49.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$7.6M		30k	257.95	View chart
Microsoft Corporation (MSFT)	1.2	$7.2M	-4%	15k	483.61	View chart
NVIDIA Corporation (NVDA)	1.2	$6.8M		36k	186.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$6.7M	+2%	47k	143.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$6.5M		10k	627.14	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.0	$6.1M	+4%	78k	77.88	View chart
RBB Us Treas 3 Mnth (TBIL)	1.0	$5.9M	+9%	118k	49.88	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.9	$5.2M	+6%	110k	47.08	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.8	$4.9M	+6%	71k	69.52	View chart
Ishares Tr Residential Mult (REZ)	0.8	$4.7M	+6%	56k	82.64	View chart
Amazon (AMZN)	0.7	$4.1M	+2%	18k	230.82	View chart
Mastercard Incorporated Cl A (MA)	0.5	$3.1M		5.5k	570.91	View chart
Southern Company (SO)	0.5	$3.1M		36k	87.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$3.0M	+42%	14k	212.06	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.5	$3.0M		59k	51.10	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$3.0M	+53%	113k	26.68	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$2.9M		8.5k	342.96	View chart
Exxon Mobil Corporation (XOM)	0.5	$2.9M		24k	120.34	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$2.8M	+16%	42k	67.22	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$2.8M		17k	167.94	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$2.6M	-2%	43k	60.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$2.6M		6.5k	396.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$2.5M		20k	123.26	View chart
Meta Platforms Cl A (META)	0.4	$2.4M	+9%	3.6k	660.10	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$2.4M	+17%	41k	57.24	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.4M	+2%	7.3k	322.23	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$2.3M	-13%	50k	46.54	View chart
Broadcom (AVGO)	0.4	$2.3M		6.5k	346.08	View chart
United Parcel Service CL B (UPS)	0.4	$2.2M		22k	99.19	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$2.1M	-4%	7.8k	276.94	View chart
Bank of America Corporation (BAC)	0.4	$2.1M	+3%	39k	55.00	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.4	$2.1M	+100%	36k	57.92	View chart
Micron Technology (MU)	0.4	$2.1M	-15%	7.3k	285.41	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$2.0M	-4%	5.0k	412.79	View chart
Consolidated Edison (ED)	0.4	$2.0M		21k	99.32	View chart
Visa Com Cl A (V)	0.3	$2.0M	-2%	5.7k	350.70	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$2.0M	+26%	40k	49.90	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.3	$2.0M		17k	116.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$2.0M	+7%	2.6k	753.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.9M		5.8k	335.26	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.3	$1.9M		34k	57.16	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$1.9M	-11%	27k	71.41	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$1.9M	-2%	35k	52.88	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.3	$1.8M		13k	132.78	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$1.7M		34k	50.46	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$1.7M	-15%	34k	50.25	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$1.7M	-10%	33k	50.59	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.6M	-8%	17k	89.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.5M	+5%	3.1k	502.65	View chart
Costco Wholesale Corporation (COST)	0.3	$1.5M		1.8k	862.36	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.5M		10k	148.70	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$1.5M		15k	102.54	View chart
Church & Dwight (CHD)	0.3	$1.5M		18k	83.85	View chart
Vanguard World Utilities Etf (VPU)	0.3	$1.5M		8.1k	185.03	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$1.5M	+17%	18k	81.17	View chart
International Business Machines (IBM)	0.3	$1.5M	+5%	5.0k	296.19	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.4M		6.5k	219.78	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$1.4M	+10%	5.6k	250.33	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$1.4M	+11%	12k	118.16	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$1.4M	+182%	15k	89.56	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$1.4M		12k	119.32	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.4M	+5%	2.8k	480.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.3M		11k	120.18	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.3M		3.7k	360.09	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.3M	-2%	13k	96.03	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$1.3M	+12%	23k	54.71	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.2	$1.3M		22k	57.70	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$1.3M	+303%	19k	65.01	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$1.2M	NEW	25k	50.32	View chart
Home Depot (HD)	0.2	$1.2M	+4%	3.5k	344.12	View chart
Caterpillar (CAT)	0.2	$1.2M	+2%	2.1k	572.87	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.2	$1.1M	+83%	28k	40.13	View chart
Tesla Motors (TSLA)	0.2	$1.1M	+35%	2.5k	449.72	View chart
CSX Corporation (CSX)	0.2	$1.1M		31k	36.25	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$1.1M	-2%	11k	101.67	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.1M		6.2k	177.75	View chart
Highland Global mf closed and mf open (HGLB)	0.2	$1.1M	+2%	120k	9.13	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.1M	-6%	5.9k	183.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.1M	-51%	5.4k	198.63	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$1.1M	-7%	10k	106.70	View chart
Kimberly-Clark Corporation (KMB)	0.2	$1.1M	+6%	11k	100.89	View chart
Procter & Gamble Company (PG)	0.2	$1.1M	+13%	7.4k	143.32	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.2	$1.1M	+5%	22k	47.73	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$1.1M	+5%	22k	46.92	View chart
Allstate Corporation (ALL)	0.2	$1.0M		5.0k	208.14	View chart
Sprott Etf Trust Gold Miners Etf (SGDM)	0.2	$1.0M		15k	69.63	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$1.0M	-6%	12k	85.37	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$1.0M	-2%	9.3k	109.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.0M	-13%	4.1k	246.17	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$1.0M	+91%	11k	91.45	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.0M	-8%	16k	64.42	View chart
Coca-Cola Company (KO)	0.2	$1.0M	+14%	14k	69.91	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.2	$980k	-10%	18k	55.27	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$975k	-2%	25k	38.56	View chart
General Mills (GIS)	0.2	$974k	+2%	21k	46.50	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$973k	-2%	1.6k	603.41	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$966k	+2%	20k	49.65	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$965k	+4%	30k	32.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$962k	-4%	12k	79.73	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$958k		29k	33.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$947k		2.0k	473.30	View chart
Ge Vernova (GEV)	0.2	$937k	-17%	1.4k	653.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$932k		13k	74.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$916k		14k	66.00	View chart
At&t (T)	0.2	$905k	-6%	36k	24.84	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$904k	-2%	7.4k	121.75	View chart
Abbvie (ABBV)	0.2	$894k	+6%	3.9k	228.48	View chart
American Electric Power Company (AEP)	0.2	$890k	+4%	7.7k	115.31	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$888k		14k	65.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$887k	-3%	3.1k	290.21	View chart
Wal-Mart Stores (WMT)	0.2	$882k	+2%	7.9k	111.41	View chart
Johnson & Johnson (JNJ)	0.2	$872k		4.2k	206.94	View chart
Morgan Stanley Com New (MS)	0.1	$862k	+4%	4.9k	177.53	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.1	$861k	+6%	33k	25.80	View chart
Eli Lilly & Co. (LLY)	0.1	$860k	-4%	800.00	1075.09	View chart
Vanguard World Health Car Etf (VHT)	0.1	$849k	+11%	2.9k	287.85	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$839k	+94%	5.8k	143.97	View chart
Dominion Resources (D)	0.1	$834k		14k	58.59	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.1	$832k	-13%	7.9k	105.65	View chart
Cisco Systems (CSCO)	0.1	$807k		11k	77.03	View chart
Public Service Enterprise (PEG)	0.1	$806k		10k	80.30	View chart
Commercial Metals Company (CMC)	0.1	$797k		12k	69.22	View chart
Nextera Energy (NEE)	0.1	$786k		9.8k	80.28	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$779k		4.6k	168.78	View chart
American Express Company (AXP)	0.1	$769k	+14%	2.1k	370.02	View chart
UnitedHealth (UNH)	0.1	$765k	+3%	2.3k	330.15	View chart
Ge Aerospace Com New (GE)	0.1	$758k	-3%	2.5k	308.09	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$757k	+127%	18k	42.69	View chart
Qualcomm (QCOM)	0.1	$742k	-9%	4.3k	171.05	View chart
Direxion Shs Etf Tr Daily Msci South (KORU)	0.1	$739k	+65%	4.1k	181.61	View chart
Trane Technologies SHS (TT)	0.1	$723k	+2%	1.9k	389.20	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$721k	-11%	6.5k	110.15	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$708k	-19%	7.1k	99.88	View chart
McDonald's Corporation (MCD)	0.1	$696k	+3%	2.3k	305.64	View chart
Bristol Myers Squibb (BMY)	0.1	$694k		13k	53.94	View chart
Oracle Corporation (ORCL)	0.1	$693k	+5%	3.6k	194.92	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$673k	-3%	7.1k	94.16	View chart
Advanced Micro Devices (AMD)	0.1	$668k	+2%	3.1k	214.16	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$667k	-7%	7.0k	95.22	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$655k	+100%	15k	44.71	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$655k	+8%	7.3k	90.00	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.1	$653k		7.4k	88.01	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.1	$646k		16k	41.66	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$643k		7.7k	83.75	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$643k	-2%	5.3k	121.61	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$627k	+8%	26k	24.04	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$624k		3.8k	165.81	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$613k	-7%	7.6k	80.22	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.1	$607k	+9%	28k	22.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$600k		11k	56.62	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$598k		2.8k	214.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$598k		13k	47.72	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$594k	+3%	3.9k	154.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$594k	+32%	7.9k	75.44	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$590k	-2%	552.00	1069.18	View chart
Netflix (NFLX)	0.1	$587k	+455%	6.3k	93.76	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$586k		21k	28.48	View chart
Lowe's Companies (LOW)	0.1	$583k	+56%	2.4k	241.13	View chart
Corning Incorporated (GLW)	0.1	$576k	+58%	6.6k	87.56	View chart
Pepsi (PEP)	0.1	$576k	-4%	4.0k	143.53	View chart
Analog Devices (ADI)	0.1	$571k	+8%	2.1k	271.19	View chart
Amgen (AMGN)	0.1	$568k	+4%	1.7k	327.31	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$563k		22k	26.23	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$562k	-5%	14k	41.08	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$561k	+10%	9.8k	57.24	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$561k		12k	47.36	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$561k		5.1k	110.96	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$551k		2.6k	210.34	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$531k		1.7k	309.04	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$526k	+63%	11k	50.29	View chart
Blackrock (BLK)	0.1	$526k	+9%	491.00	1070.24	View chart
Enterprise Products Partners (EPD)	0.1	$525k	+5%	16k	32.06	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$521k		11k	46.86	View chart
Walt Disney Company (DIS)	0.1	$519k		4.6k	113.76	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$518k	-26%	10k	50.52	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$511k		10k	50.01	View chart
Toll Brothers (TOL)	0.1	$510k		3.8k	135.23	View chart
Arista Networks Com Shs (ANET)	0.1	$507k	-10%	3.9k	131.03	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$506k		1.8k	279.14	View chart
Deere & Company (DE)	0.1	$503k	+2%	1.1k	465.59	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$496k	-6%	17k	29.61	View chart
Merck & Co (MRK)	0.1	$491k		4.7k	105.26	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$491k	-24%	3.3k	148.98	View chart
Verizon Communications (VZ)	0.1	$489k	+9%	12k	40.73	View chart
Philip Morris International (PM)	0.1	$485k	-2%	3.0k	160.40	View chart
Goldman Sachs (GS)	0.1	$479k	+15%	545.00	878.69	View chart
Cummins (CMI)	0.1	$469k		919.00	510.45	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$465k	+7%	10k	46.59	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$463k	-7%	4.1k	113.86	View chart
Hyatt Hotels Corp Com Cl A (H)	0.1	$447k	+4%	2.8k	160.31	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$445k		10k	43.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$440k		16k	27.43	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$438k	-2%	4.2k	104.07	View chart
Intel Corporation (INTC)	0.1	$435k	-8%	12k	36.90	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$435k	NEW	6.3k	69.42	View chart
DTE Energy Company (DTE)	0.1	$433k		3.4k	128.98	View chart
Wisdomtree Tr Europe Smcp Dv (DFE)	0.1	$433k		6.0k	71.84	View chart
Ford Motor Company (F)	0.1	$431k	-3%	33k	13.12	View chart
Chevron Corporation (CVX)	0.1	$430k		2.8k	152.39	View chart
Hubbell (HUBB)	0.1	$425k	-4%	956.00	444.11	View chart
Kkr & Co (KKR)	0.1	$423k	+4%	3.3k	127.48	View chart
Community Bank System (CBU)	0.1	$419k		7.3k	57.44	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$410k	-8%	5.3k	76.93	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$407k	NEW	12k	33.51	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$406k	+6%	4.8k	84.64	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$405k	-3%	3.1k	128.83	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$401k		20k	20.39	View chart
Graniteshares Platinum Tr Shs Ben Int (PLTM)	0.1	$400k	+25%	20k	19.73	View chart
Concentra Group Holdings Par Common Stock (CON)	0.1	$400k		20k	19.68	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$397k	NEW	4.0k	100.33	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$397k	-15%	4.5k	88.49	View chart
Citigroup Com New (C)	0.1	$395k	+35%	3.4k	116.69	View chart
General Motors Company (GM)	0.1	$393k		4.8k	81.32	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$382k	-3%	7.6k	50.45	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$382k	+101%	7.3k	52.72	View chart
Texas Instruments Incorporated (TXN)	0.1	$382k		2.2k	173.49	View chart
California Water Service (CWT)	0.1	$381k		8.8k	43.33	View chart
Realty Income (O)	0.1	$378k	+21%	6.7k	56.37	View chart
Select Medical Holdings Corporation (SEM)	0.1	$375k		25k	14.85	View chart
Western Digital (WDC)	0.1	$373k	+13%	2.2k	172.27	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.1	$373k	-5%	8.2k	45.32	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$369k	NEW	3.1k	119.40	View chart
Omega Healthcare Investors (OHI)	0.1	$369k	-7%	8.3k	44.34	View chart
Applied Materials (AMAT)	0.1	$367k	+5%	1.4k	256.99	View chart
Hesai Group Sponsored Ads (HSAI)	0.1	$360k	-31%	16k	22.40	View chart
Pfizer (PFE)	0.1	$360k		15k	24.90	View chart
InterDigital (IDCC)	0.1	$358k	+20%	1.1k	318.38	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$357k		8.7k	41.27	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$354k		13k	27.21	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$349k		3.4k	103.56	View chart
Duke Energy Corp Com New (DUK)	0.1	$348k	+14%	3.0k	117.21	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$347k		4.7k	74.09	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$340k		5.1k	66.75	View chart
Honeywell International (HON)	0.1	$338k	+2%	1.7k	195.05	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$337k		4.1k	82.81	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$337k		5.8k	57.91	View chart
Otis Worldwide Corp (OTIS)	0.1	$334k		3.8k	87.36	View chart
Ionq Inc Pipe (IONQ)	0.1	$331k	-8%	7.4k	44.87	View chart
Colgate-Palmolive Company (CL)	0.1	$325k		4.1k	79.02	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$325k	NEW	5.7k	56.69	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$324k	+20%	2.1k	154.79	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$324k	+12%	6.0k	53.83	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$321k	+45%	3.0k	107.11	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$321k		5.8k	55.58	View chart
Uber Technologies (UBER)	0.1	$320k	+25%	3.9k	81.71	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$320k		3.3k	96.15	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.1	$318k		31k	10.37	View chart
Oklo Com Cl A (OKLO)	0.1	$318k	-33%	4.4k	71.76	View chart
Altria (MO)	0.1	$317k	+24%	5.5k	57.66	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$315k		4.6k	68.11	View chart
Lam Research Corp Com New (LRCX)	0.1	$312k	NEW	1.8k	171.19	View chart
Norfolk Southern (NSC)	0.1	$310k	+2%	1.1k	288.72	View chart
Boeing Company (BA)	0.1	$309k	NEW	1.4k	217.12	View chart
Fs Kkr Capital Corp (FSK)	0.1	$308k		21k	14.81	View chart
Valero Energy Corporation (VLO)	0.1	$307k	-35%	1.9k	162.79	View chart
Eaton Corp SHS (ETN)	0.1	$307k	-7%	962.00	318.67	View chart
Hormel Foods Corporation (HRL)	0.1	$305k	-18%	13k	23.70	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$297k	-3%	5.6k	52.62	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$293k	+3%	1.1k	275.39	View chart
Spdr S&p 500 Etf Tr Call Call Option (Principal)	0.0	$289k	NEW	22k	13.02	View chart
Kroger (KR)	0.0	$288k		4.6k	62.48	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$288k	+7%	2.7k	106.70	View chart
Servicenow (NOW)	0.0	$288k	+427%	1.9k	153.19	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$287k		2.8k	102.39	View chart
Travelers Companies (TRV)	0.0	$286k		986.00	290.06	View chart
Ringcentral Cl A (RNG)	0.0	$282k	-2%	9.8k	28.88	View chart
Northrop Grumman Corporation (NOC)	0.0	$279k	NEW	490.00	570.21	View chart
Wells Fargo & Company (WFC)	0.0	$279k	+10%	3.0k	93.20	View chart
IDEXX Laboratories (IDXX)	0.0	$276k	+2%	408.00	676.53	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$268k		5.7k	47.02	View chart
Iron Mountain (IRM)	0.0	$265k		3.2k	82.95	View chart
Rigetti Computing Common Stock (RGTI)	0.0	$261k	-15%	12k	22.15	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$260k	+12%	16k	16.49	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$256k	-2%	3.2k	80.63	View chart
Public Storage (PSA)	0.0	$255k	-8%	984.00	259.50	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$255k		2.2k	117.72	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$252k	NEW	2.6k	98.52	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$251k	NEW	4.2k	59.28	View chart
Capital One Financial (COF)	0.0	$249k	+6%	1.0k	242.36	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$246k	NEW	2.6k	96.27	View chart
DNP Select Income Fund (DNP)	0.0	$245k	-7%	25k	9.99	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$241k	+4%	793.00	303.86	View chart
Williams Companies (WMB)	0.0	$241k		4.0k	60.11	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$239k		3.5k	68.36	View chart
Direxion Shs Etf Tr Dl Ftse Bull 3x (YINN)	0.0	$239k	-9%	5.6k	42.59	View chart
Purecycle Technologies (PCT)	0.0	$236k	+20%	28k	8.59	View chart
Emerson Electric (EMR)	0.0	$236k	+2%	1.8k	132.69	View chart
D-wave Quantum (QBTS)	0.0	$236k	-16%	9.0k	26.15	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$235k		4.1k	57.58	View chart
Jackson Financial Com Cl A (JXN)	0.0	$234k	NEW	2.2k	106.64	View chart
Hanover Insurance (THG)	0.0	$230k		1.3k	182.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$228k		5.0k	45.51	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.0	$227k	NEW	1.2k	186.43	View chart
Howmet Aerospace (HWM)	0.0	$225k	+7%	1.1k	205.02	View chart
Spdr Series Trust State Street Spd (KBE)	0.0	$224k		3.7k	60.69	View chart
Rocket Lab Corp (RKLB)	0.0	$223k	NEW	3.2k	69.76	View chart
Marathon Petroleum Corp (MPC)	0.0	$222k		1.4k	162.63	View chart
Western Asset Managed Municipals Fnd (MMU)	0.0	$222k	+22%	21k	10.44	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.0	$222k	NEW	8.2k	27.15	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$222k	NEW	2.7k	82.48	View chart
New Jersey Resources Corporation (NJR)	0.0	$221k		4.8k	46.12	View chart
Acushnet Holdings Corp (GOLF)	0.0	$220k		2.8k	79.82	View chart
Alphabet Put Put Option (Principal)	0.0	$219k	NEW	20k	10.84	View chart
Raymond James Financial (RJF)	0.0	$215k		1.3k	160.57	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)	0.0	$210k		6.2k	33.90	View chart
Waste Management (WM)	0.0	$209k	+2%	953.00	219.71	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$209k	-40%	3.8k	54.77	View chart
Carrier Global Corporation (CARR)	0.0	$208k		3.9k	52.84	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$207k	NEW	2.9k	72.63	View chart
Wp Carey (WPC)	0.0	$207k	-19%	3.2k	64.36	View chart
Oneok (OKE)	0.0	$206k	NEW	2.8k	73.50	View chart
Celestica (CLS)	0.0	$206k	NEW	697.00	295.61	View chart
ConocoPhillips (COP)	0.0	$206k	-2%	2.2k	93.61	View chart
Phillips 66 (PSX)	0.0	$206k	-4%	1.6k	129.04	View chart
Amphenol Corp Cl A (APH)	0.0	$205k	NEW	1.5k	135.14	View chart
Spdr Series Trust State Street Spd (KRE)	0.0	$204k	NEW	3.1k	64.81	View chart
Starbucks Corporation (SBUX)	0.0	$203k	NEW	2.4k	84.20	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$203k	-27%	2.3k	86.89	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$202k		2.3k	87.15	View chart
Ralph Lauren Corp Cl A (RL)	0.0	$201k	NEW	569.00	353.56	View chart
Constellation Energy (CEG)	0.0	$201k	NEW	569.00	353.27	View chart
Applovin Corp Com Cl A (APP)	0.0	$200k	NEW	297.00	673.82	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$193k		17k	11.63	View chart
Mainstay Cbre Global (MEGI)	0.0	$190k	-5%	14k	13.76	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$190k	-28%	18k	10.42	View chart
Putnam Etf Trust Franklin Calif (FTCA)	0.0	$186k	NEW	25k	7.32	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.0	$127k		11k	11.44	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.0	$126k		11k	11.85	View chart
Nexpoint Diversified Rel Et Com New (NXDT)	0.0	$90k	+27%	23k	3.83	View chart
American Airls Group Call Call Option (Principal)	0.0	$74k	NEW	12k	6.17	View chart
I-80 Gold Corp (IAUX)	0.0	$46k		31k	1.46	View chart
Ovid Therapeutics (OVID)	0.0	$16k		10k	1.63	View chart
Ocean Pwr Technologies Com New (OPTT)	0.0	$5.1k		17k	0.30	View chart
Xcf Global Com Cl A (SAFX)	0.0	$2.9k	NEW	11k	0.27	View chart

Past Filings by Sovereign Financial Group

SEC 13F filings are viewable for Sovereign Financial Group going back to 2020

Sovereign Financial Group 2025 Q4 filed Jan. 7, 2026
Sovereign Financial Group 2025 Q3 filed Oct. 17, 2025
Sovereign Financial Group 2025 Q2 filed July 25, 2025
Sovereign Financial Group 2025 Q1 filed April 11, 2025
Sovereign Financial Group 2024 Q4 filed Jan. 14, 2025
Sovereign Financial Group 2024 Q3 filed Oct. 8, 2024
Sovereign Financial Group 2024 Q2 filed July 15, 2024
Sovereign Financial Group 2024 Q1 filed April 15, 2024
Sovereign Financial Group 2023 Q4 filed Feb. 6, 2024
Sovereign Financial Group 2023 Q3 filed Nov. 3, 2023
Sovereign Financial Group 2023 Q2 filed July 31, 2023
Sovereign Financial Group 2023 Q1 filed May 4, 2023
Sovereign Financial Group 2022 Q4 filed Feb. 14, 2023
Sovereign Financial Group 2022 Q3 filed Nov. 14, 2022
Sovereign Financial Group 2022 Q2 filed Aug. 15, 2022
Sovereign Financial Group 2022 Q1 filed May 16, 2022

View all past filings

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