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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 SPY, VEA, VUG, IVV, QQQ, and represent 24.38% of Sovereign Financial Group's stock portfolio.
Added to shares of these 10 stocks: IUS, VEA, EFV, VTV, IUSB, TQQQ, VWO, TBIL, AVGO, PJAN.
Started 16 new stock positions in VGM, GLDM, EFAV, BBAI, PJAN, IONQ, IUS, KBE, NXDT, UNP. TQQQ, TOL, AOK, MFIC, MOD, EMR.
Reduced shares in these 10 stocks: , SPLG, DIA, PTNQ, NVDA, PTLC, IEMG, IVV, NUSI, HEFA.
Sold out of its positions in AIF, CMG, CMCSA, NUSI, ENB, ET, PDBC, DGRO, HEFA, PTNQ. PANW, SMCI, WM.
Sovereign Financial Group was a net buyer of stock by $7.0M.
Sovereign Financial Group has $428M in assets under management (AUM), dropping by 6.64%.
Central Index Key (CIK): 0001846175

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Portfolio Holdings for Sovereign Financial Group

Sovereign Financial Group holds 282 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.5	$24M		41k	573.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.5	$24M	+5%	445k	52.81	View chart
Vanguard Index Fds Growth Etf (VUG)	5.2	$22M		58k	383.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.2	$18M	-2%	31k	576.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.0	$17M	+3%	35k	488.06	View chart
Vanguard Index Fds Value Etf (VTV)	3.9	$17M	+6%	96k	174.57	View chart
Apple (AAPL)	2.9	$13M		54k	233.00	View chart
Alphabet Cap Stk Cl C (GOOG)	2.3	$9.6M		58k	167.19	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.1	$9.1M	+4%	181k	50.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.1	$8.8M	-3%	112k	78.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$8.4M	+11%	176k	47.85	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.6	$6.8M	+5%	115k	59.21	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.6	$6.6M	+4%	135k	49.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$6.2M	+8%	26k	237.21	View chart
Microsoft Corporation (MSFT)	1.4	$6.2M	-3%	14k	430.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$6.2M		37k	165.85	View chart
NVIDIA Corporation (NVDA)	1.1	$4.9M	-12%	40k	121.44	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$4.4M	+8%	34k	128.20	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.0	$4.2M	+4%	54k	78.37	View chart
Ishares Tr Core Total Usd (IUSB)	1.0	$4.2M	+27%	89k	47.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$4.1M		7.8k	527.66	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.0	$4.1M	+9%	87k	47.21	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.9	$4.0M	+4%	54k	75.17	View chart
Ishares Tr Residential Mult (REZ)	0.9	$3.9M	+9%	43k	88.82	View chart
Southern Company (SO)	0.8	$3.6M		40k	90.18	View chart
Amazon (AMZN)	0.8	$3.6M	+4%	19k	186.33	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.7	$3.1M	+2%	60k	51.24	View chart
United Parcel Service CL B (UPS)	0.7	$3.0M		22k	136.34	View chart
RBB Us Treas 3 Mnth (TBIL)	0.6	$2.7M	+44%	54k	50.04	View chart
Mastercard Incorporated Cl A (MA)	0.6	$2.7M		5.4k	493.81	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.5M		21k	117.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$2.4M	-4%	26k	95.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$2.2M	+2%	12k	179.29	View chart
Consolidated Edison (ED)	0.5	$2.1M		20k	104.13	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$2.1M	-8%	16k	131.91	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.5	$2.0M		41k	49.47	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$2.0M	+121%	35k	57.53	View chart
Vanguard World Mega Grwth Ind (MGK)	0.5	$2.0M	-6%	6.1k	321.93	View chart
Meta Platforms Cl A (META)	0.5	$1.9M	+3%	3.4k	572.48	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$1.9M		7.6k	245.44	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$1.8M	-3%	17k	107.65	View chart
Church & Dwight (CHD)	0.4	$1.8M		17k	104.72	View chart
Visa Com Cl A (V)	0.4	$1.8M		6.6k	274.96	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$1.8M	+28%	17k	104.67	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.4	$1.7M		17k	103.26	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.4	$1.7M	-4%	19k	90.17	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$1.7M		32k	52.66	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.7M		6.9k	243.06	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.4	$1.6M	+11%	33k	50.18	View chart
General Mills (GIS)	0.4	$1.6M		22k	73.85	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$1.6M	+6%	31k	50.74	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.4	$1.5M	+8%	13k	120.54	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$1.5M	+44%	7.0k	220.05	View chart
Bank of America Corporation (BAC)	0.4	$1.5M		39k	39.68	View chart
Costco Wholesale Corporation (COST)	0.4	$1.5M	-4%	1.7k	886.70	View chart
Kimberly-Clark Corporation (KMB)	0.3	$1.5M	+2%	10k	142.28	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$1.5M		15k	95.49	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.3	$1.4M	-2%	30k	48.58	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.4M		18k	78.05	View chart
Home Depot (HD)	0.3	$1.4M		3.5k	405.20	View chart
Vanguard World Utilities Etf (VPU)	0.3	$1.4M		8.1k	174.04	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$1.4M		12k	110.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.3M		2.9k	460.26	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.3	$1.3M	NEW	26k	50.30	View chart
CSX Corporation (CSX)	0.3	$1.3M		38k	34.53	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$1.3M	+12%	22k	59.51	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.3M		10k	125.62	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$1.3M	+20%	25k	50.60	View chart
UnitedHealth (UNH)	0.3	$1.2M	-2%	2.1k	584.68	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.2M		6.3k	197.17	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.2M		15k	79.42	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.3	$1.2M		22k	54.00	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.2M	+2%	5.6k	210.86	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.2M	-2%	2.0k	586.64	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.2M		9.9k	116.96	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.1M	-2%	14k	83.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.1M	-7%	5.7k	198.06	View chart
At&t (T)	0.3	$1.1M	+9%	50k	22.00	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$1.1M	-43%	2.6k	423.11	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.0M	-6%	6.9k	151.61	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$1.0M	-4%	1.8k	569.73	View chart
International Business Machines (IBM)	0.2	$1.0M	-3%	4.6k	221.06	View chart
Highland Global mf closed and mf open (HGLB)	0.2	$1.0M	-9%	127k	7.86	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$969k	-2%	12k	82.94	View chart
Allstate Corporation (ALL)	0.2	$957k		5.0k	189.64	View chart
Public Service Enterprise (PEG)	0.2	$942k		11k	89.21	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$932k	+2%	25k	38.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$927k	-22%	8.9k	104.18	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$923k	+40%	15k	61.11	View chart
Dominion Resources (D)	0.2	$920k		16k	57.79	View chart
Select Medical Holdings Corporation (SEM)	0.2	$918k		26k	34.87	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$909k	-4%	20k	45.86	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.2	$907k	NEW	13k	72.49	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$894k	-37%	16k	57.41	View chart
Broadcom (AVGO)	0.2	$888k	+912%	5.1k	172.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$887k	-9%	14k	62.32	View chart
Coca-Cola Company (KO)	0.2	$877k		12k	71.86	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.2	$844k	+6%	19k	45.11	View chart
Procter & Gamble Company (PG)	0.2	$839k		4.8k	173.20	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$834k	+5%	21k	40.63	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$832k		5.7k	145.60	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$830k	+10%	12k	71.76	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$820k	+4%	3.1k	263.86	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$810k		13k	60.20	View chart
Nextera Energy (NEE)	0.2	$806k		9.5k	84.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$803k		2.1k	375.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$796k		11k	75.11	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$791k	-3%	8.2k	96.95	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$787k	-2%	8.2k	95.81	View chart
Pepsi (PEP)	0.2	$769k		4.5k	170.07	View chart
Bristol Myers Squibb (BMY)	0.2	$767k		15k	51.74	View chart
Ge Vernova (GEV)	0.2	$731k	+53%	2.9k	255.02	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$729k	-10%	8.0k	91.31	View chart
Raytheon Technologies Corp (RTX)	0.2	$727k		6.0k	121.16	View chart
Micron Technology (MU)	0.2	$720k		6.9k	103.71	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$717k	-18%	8.9k	80.37	View chart
McDonald's Corporation (MCD)	0.2	$715k		2.3k	304.52	View chart
Kellogg Company (K)	0.2	$707k		8.8k	80.71	View chart
Johnson & Johnson (JNJ)	0.2	$697k		4.3k	162.04	View chart
Caterpillar (CAT)	0.2	$694k	-2%	1.8k	391.18	View chart
Qualcomm (QCOM)	0.2	$690k		4.1k	170.05	View chart
Arm Holdings Sponsored Ads (ARM)	0.2	$680k	+19%	4.8k	143.01	View chart
Abbvie (ABBV)	0.2	$667k	-3%	3.4k	197.49	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$665k	+24%	18k	36.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$661k	NEW	16k	41.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$655k		2.3k	283.12	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$648k	+2%	6.6k	98.10	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.2	$644k	+66%	6.1k	105.66	View chart
California Water Service (CWT)	0.1	$636k		12k	54.22	View chart
Goldman Sachs (GS)	0.1	$629k	+70%	1.3k	495.26	View chart
Oracle Corporation (ORCL)	0.1	$623k		3.7k	170.40	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$608k	-8%	11k	53.70	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$606k	-14%	6.2k	97.43	View chart
Eli Lilly & Co. (LLY)	0.1	$605k	+3%	683.00	886.02	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$591k	+11%	7.3k	80.78	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$588k	-66%	8.7k	67.51	View chart
Hormel Foods Corporation (HRL)	0.1	$585k		19k	31.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$585k	-3%	12k	48.56	View chart
Advanced Micro Devices (AMD)	0.1	$584k	+12%	3.6k	164.08	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$582k		3.8k	153.13	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$580k	+27%	6.0k	96.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$573k		14k	41.74	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$571k		5.2k	110.63	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$569k	-2%	4.1k	139.59	View chart
Cisco Systems (CSCO)	0.1	$568k		11k	53.22	View chart
Wal-Mart Stores (WMT)	0.1	$563k	+5%	7.0k	80.75	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$562k		12k	47.93	View chart
Commercial Metals Company (CMC)	0.1	$555k		10k	54.96	View chart
Merck & Co (MRK)	0.1	$548k		4.8k	113.56	View chart
Amgen (AMGN)	0.1	$547k		1.7k	322.21	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$541k	-7%	5.0k	108.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$540k		2.8k	189.80	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$535k		4.5k	117.62	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$530k		12k	45.51	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$528k		11k	46.97	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$526k	-25%	5.3k	99.49	View chart
Wisdomtree Tr Europe Smcp Dv (DFE)	0.1	$517k	-8%	8.1k	63.50	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$516k	-3%	4.1k	126.18	View chart
Tesla Motors (TSLA)	0.1	$509k	-9%	1.9k	261.63	View chart
Pfizer (PFE)	0.1	$509k		18k	28.94	View chart
Trane Technologies SHS (TT)	0.1	$505k	+4%	1.3k	388.73	View chart
Fs Kkr Capital Corp (FSK)	0.1	$505k		26k	19.73	View chart
Ge Aerospace Com New (GE)	0.1	$504k	-9%	2.7k	188.61	View chart
Verizon Communications (VZ)	0.1	$501k	-4%	11k	44.91	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$498k	NEW	9.6k	52.13	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$494k		6.7k	73.42	View chart
Otis Worldwide Corp (OTIS)	0.1	$481k		4.6k	103.94	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$478k		7.2k	66.52	View chart
Texas Instruments Incorporated (TXN)	0.1	$476k		2.3k	206.57	View chart
Chevron Corporation (CVX)	0.1	$469k	-4%	3.2k	147.27	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$451k		4.2k	106.75	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$446k		1.8k	243.47	View chart
Walt Disney Company (DIS)	0.1	$444k		4.6k	96.18	View chart
Deere & Company (DE)	0.1	$443k	-6%	1.1k	417.49	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$441k	-3%	16k	28.41	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$433k		1.9k	225.74	View chart
DTE Energy Company (DTE)	0.1	$432k		3.4k	128.41	View chart
Hubbell (HUBB)	0.1	$429k		1.0k	428.35	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$429k		5.8k	73.67	View chart
Valero Energy Corporation (VLO)	0.1	$425k		3.1k	135.03	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.1	$424k	-2%	7.3k	58.19	View chart
Community Bank System (CBU)	0.1	$424k		7.3k	58.07	View chart
Colgate-Palmolive Company (CL)	0.1	$422k		4.1k	103.81	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$422k	-13%	9.2k	45.65	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$421k		19k	21.93	View chart
Honeywell International (HON)	0.1	$419k	-5%	2.0k	206.67	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$418k	+2%	8.1k	51.50	View chart
Altria (MO)	0.1	$418k		8.2k	51.04	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$416k	+36%	4.2k	98.13	View chart
Kkr & Co (KKR)	0.1	$413k		3.2k	130.58	View chart
American Electric Power Company (AEP)	0.1	$400k		3.9k	102.60	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$399k	-38%	4.5k	87.79	View chart
Omega Healthcare Investors (OHI)	0.1	$399k		9.8k	40.70	View chart
Eaton Corp SHS (ETN)	0.1	$399k	+9%	1.2k	331.35	View chart
American Express Company (AXP)	0.1	$398k	+2%	1.5k	271.15	View chart
Public Storage (PSA)	0.1	$397k		1.1k	363.87	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$391k	+9%	4.4k	88.28	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$390k	+6%	468.00	832.72	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.1	$384k		8.4k	45.66	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$383k		4.6k	82.30	View chart
Philip Morris International (PM)	0.1	$375k	-7%	3.1k	121.40	View chart
Iron Mountain (IRM)	0.1	$373k		3.1k	118.83	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$364k		1.6k	220.89	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$354k	-2%	5.5k	64.74	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$352k	-4%	4.2k	83.75	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$349k	-10%	4.3k	80.30	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$347k	-18%	3.4k	101.32	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$343k	-64%	6.5k	52.55	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$342k	-20%	7.2k	47.53	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$338k	+13%	13k	25.13	View chart
salesforce (CRM)	0.1	$336k		1.2k	273.70	View chart
Dell Technologies CL C (DELL)	0.1	$334k		2.8k	118.54	View chart
Intel Corporation (INTC)	0.1	$333k	+19%	14k	23.46	View chart
Analog Devices (ADI)	0.1	$332k	+11%	1.4k	230.19	View chart
Ford Motor Company (F)	0.1	$331k	-9%	31k	10.56	View chart
Carrier Global Corporation (CARR)	0.1	$330k	-2%	4.1k	80.49	View chart
Servicenow (NOW)	0.1	$329k		368.00	894.39	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$323k	-5%	4.1k	78.92	View chart
Netflix (NFLX)	0.1	$312k	+42%	440.00	709.27	View chart
Enterprise Products Partners (EPD)	0.1	$311k		11k	29.11	View chart
Vanguard World Health Car Etf (VHT)	0.1	$310k		1.1k	282.12	View chart
BlackRock (BLK)	0.1	$309k	+23%	326.00	948.35	View chart
Target Corporation (TGT)	0.1	$308k		2.0k	155.86	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$307k		5.0k	61.35	View chart
Ringcentral Cl A (RNG)	0.1	$307k	+6%	9.7k	31.63	View chart
Toll Brothers (TOL)	0.1	$305k	NEW	2.0k	154.52	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$302k		6.1k	49.70	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$299k		3.6k	83.15	View chart
DNP Select Income Fund (DNP)	0.1	$296k	-13%	30k	10.04	View chart
Cummins (CMI)	0.1	$296k		915.00	323.79	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$291k		1.4k	202.76	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$287k		1.0k	276.77	View chart
Docusign (DOCU)	0.1	$279k	+4%	4.5k	62.09	View chart
Wp Carey (WPC)	0.1	$277k		4.4k	62.30	View chart
Realty Income (O)	0.1	$277k	-3%	4.4k	63.43	View chart
Applied Materials (AMAT)	0.1	$276k		1.4k	202.05	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$276k		4.7k	59.24	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$268k		1.7k	153.99	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$267k		4.9k	54.68	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.1	$266k	-14%	6.4k	41.82	View chart
Modine Manufacturing (MOD)	0.1	$266k	NEW	2.0k	132.79	View chart
Ionq Inc Pipe (IONQ)	0.1	$266k	NEW	30k	8.74	View chart
Lowe's Companies (LOW)	0.1	$266k		981.00	270.85	View chart
Norfolk Southern (NSC)	0.1	$265k		1.1k	248.50	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$265k		5.2k	51.12	View chart
Essex Property Trust (ESS)	0.1	$252k		852.00	295.34	View chart
Uber Technologies (UBER)	0.1	$249k	+12%	3.3k	75.16	View chart
Oneok (OKE)	0.1	$249k		2.7k	91.13	View chart
Phillips 66 (PSX)	0.1	$243k		1.9k	131.45	View chart
Purecycle Technologies (PCT)	0.1	$243k		26k	9.50	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.1	$242k	NEW	6.3k	38.66	View chart
Dupont De Nemours (DD)	0.1	$242k		2.7k	89.12	View chart
IDEXX Laboratories (IDXX)	0.1	$238k	+5%	470.00	505.22	View chart
Mainstay Definedterm Mn Opp (MMD)	0.1	$237k	-10%	14k	16.86	View chart
Marathon Petroleum Corp (MPC)	0.1	$236k	+2%	1.4k	162.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$231k		2.7k	84.54	View chart
Travelers Companies (TRV)	0.1	$231k		986.00	234.12	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$228k	-6%	3.1k	72.63	View chart
General Motors Company (GM)	0.1	$227k		5.1k	44.84	View chart
New Jersey Resources Corporation (NJR)	0.1	$226k		4.8k	47.20	View chart
Dow (DOW)	0.1	$226k	-2%	4.1k	54.62	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$223k	-3%	4.1k	54.93	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$222k		7.6k	29.29	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$222k		2.0k	108.79	View chart
Starbucks Corporation (SBUX)	0.1	$220k	-31%	2.3k	97.49	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$218k		2.0k	109.33	View chart
Adobe Systems Incorporated (ADBE)	0.1	$218k	-6%	420.00	517.78	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$215k	-3%	4.4k	49.41	View chart
Union Pacific Corporation (UNP)	0.0	$210k	NEW	853.00	246.34	View chart
Spdr Ser Tr S&p Bk Etf (KBE)	0.0	$208k	NEW	3.9k	52.89	View chart
Emerson Electric (EMR)	0.0	$204k	NEW	1.9k	109.38	View chart
ConocoPhillips (COP)	0.0	$204k		1.9k	105.28	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$202k	NEW	2.6k	76.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$201k	-14%	2.0k	101.27	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$174k	+5%	15k	11.97	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.0	$162k	NEW	12k	13.39	View chart
Mainstay Cbre Global (MEGI)	0.0	$157k		11k	14.91	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.0	$153k		11k	14.41	View chart
Nexpoint Diversified Rel Et Com New (NXDT)	0.0	$131k	NEW	21k	6.25	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.0	$116k	NEW	11k	10.56	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$37k	NEW	25k	1.46	View chart
Opko Health (OPK)	0.0	$30k		20k	1.49	View chart

Past Filings by Sovereign Financial Group

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

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
Sovereign Financial Group 2021 Q4 filed Feb. 15, 2022
Sovereign Financial Group 2021 Q3 filed Nov. 12, 2021
Sovereign Financial Group 2021 Q2 filed Aug. 12, 2021
Sovereign Financial Group 2021 Q1 filed May 17, 2021
Sovereign Financial Group 2020 Q4 filed Feb. 16, 2021

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