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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 24.33% of Sovereign Financial Group's stock portfolio.
Added to shares of these 10 stocks: OEF, SPMO, EQWL, BAI, THRO, IEMG, VTI, SGDM, USDU, VOO.
Started 32 new stock positions in CMS, MUB, SUB, QS, WDC, IAGG, SDCI, STX, EQWL, WMB.
Reduced shares in these 10 stocks: IVV, SPGP, IYW, CRWV, EMXC, EFG, IBTF, IUSB, FNDX, MOAT.
Sold out of its positions in AMC, APLD, AAOI, BBAI, BXSL, CRWV, CTVA, DUHP, IYW, EMXC. HEFA, IBTF, JEPQ, KWEB, NKE, QUBT, VGK, VST.
Sovereign Financial Group was a net buyer of stock by $12M.
Sovereign Financial Group has $534M in assets under management (AUM), dropping by 10.09%.
Central Index Key (CIK): 0001846175

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Portfolio Holdings for Sovereign Financial Group

Sovereign Financial Group holds 327 positions in its portfolio as reported in the September 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)	5.8	$31M	+2%	513k	59.92	View chart
Vanguard Index Fds Growth Etf (VUG)	5.5	$30M		62k	479.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.1	$27M		41k	666.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.0	$22M		36k	600.36	View chart
Vanguard Index Fds Value Etf (VTV)	3.9	$21M	+2%	112k	186.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$17M	-11%	26k	669.30	View chart
Apple (AAPL)	2.7	$15M		58k	254.63	View chart
Alphabet Cap Stk Cl C (GOOG)	2.7	$14M		59k	243.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.1	$11M	+4%	205k	54.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.0	$11M		135k	78.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.0	$11M	+2%	216k	49.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$9.3M		38k	243.10	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.6	$8.7M	+2%	130k	67.26	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.6	$8.6M	+3%	171k	50.63	View chart
Microsoft Corporation (MSFT)	1.5	$8.1M	+3%	16k	517.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$7.5M	+3%	30k	254.28	View chart
NVIDIA Corporation (NVDA)	1.3	$6.8M	+5%	37k	186.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$6.4M	+9%	46k	140.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$6.4M	+12%	10k	612.37	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.1	$5.8M	+5%	75k	78.09	View chart
RBB Us Treas 3 Mnth (TBIL)	1.0	$5.4M	-3%	108k	50.00	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.9	$4.9M	+4%	104k	46.96	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.9	$4.7M	+6%	66k	70.85	View chart
Ishares Tr Residential Mult (REZ)	0.8	$4.5M	+7%	53k	84.97	View chart
Amazon (AMZN)	0.7	$3.8M	+3%	17k	219.57	View chart
Southern Company (SO)	0.6	$3.4M	-2%	36k	94.77	View chart
Mastercard Incorporated Cl A (MA)	0.6	$3.1M		5.4k	568.83	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.6	$3.1M		60k	51.28	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$2.9M	+154%	8.6k	332.86	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$2.8M		17k	164.54	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$2.7M	-18%	58k	46.71	View chart
Exxon Mobil Corporation (XOM)	0.5	$2.7M	+3%	24k	112.75	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$2.6M	+21%	44k	59.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$2.5M	-14%	21k	120.72	View chart
Meta Platforms Cl A (META)	0.5	$2.4M	+2%	3.3k	734.29	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$2.4M	+70%	36k	65.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$2.3M		6.5k	355.47	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.2M	+4%	7.1k	315.43	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$2.2M	+5%	8.1k	273.65	View chart
Broadcom (AVGO)	0.4	$2.2M	+4%	6.6k	329.89	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$2.2M	-15%	11k	194.51	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$2.1M		5.2k	402.42	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$2.1M	+24%	10k	206.50	View chart
Consolidated Edison (ED)	0.4	$2.0M		20k	100.52	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$2.0M	+15%	30k	67.83	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.4	$2.0M		18k	112.13	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.4	$2.0M		40k	50.23	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$2.0M	+11%	35k	57.10	View chart
Visa Com Cl A (V)	0.4	$2.0M		5.8k	341.39	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$2.0M	+45%	74k	26.84	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.4	$2.0M		17k	118.06	View chart
Bank of America Corporation (BAC)	0.4	$1.9M		37k	51.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.9M	+96%	5.8k	328.18	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.4	$1.9M	-7%	35k	55.21	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$1.9M	-2%	36k	53.03	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$1.9M	+4%	37k	50.73	View chart
United Parcel Service CL B (UPS)	0.3	$1.8M		22k	83.53	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.8M		2.4k	746.58	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.3	$1.7M		14k	127.54	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$1.7M	-4%	34k	50.59	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.7M		19k	87.31	View chart
Costco Wholesale Corporation (COST)	0.3	$1.6M		1.8k	925.53	View chart
Church & Dwight (CHD)	0.3	$1.6M		18k	87.63	View chart
Vanguard World Utilities Etf (VPU)	0.3	$1.5M	-3%	8.0k	189.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.5M		10k	145.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.5M	+4%	2.9k	502.74	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$1.5M		15k	99.95	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$1.4M	+10%	31k	46.12	View chart
Micron Technology (MU)	0.3	$1.4M	-4%	8.6k	167.32	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$1.4M	NEW	11k	121.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.4M	+6%	6.4k	215.78	View chart
Home Depot (HD)	0.3	$1.4M		3.4k	405.21	View chart
Netflix (NFLX)	0.3	$1.3M	-24%	1.1k	1198.92	View chart
International Business Machines (IBM)	0.3	$1.3M		4.7k	282.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.3M		11k	118.83	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$1.3M	-13%	5.1k	256.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.3M		14k	93.37	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.2	$1.2M	-5%	22k	56.54	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.2M	+4%	2.7k	463.76	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.2M	+9%	19k	65.00	View chart
Kimberly-Clark Corporation (KMB)	0.2	$1.2M	-2%	9.9k	124.35	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.2M	-5%	3.7k	326.36	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$1.2M	NEW	11k	114.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.2M	+136%	4.8k	241.97	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$1.2M	+61%	11k	102.99	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.1M	+10%	16k	72.77	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$1.1M	-2%	11k	104.51	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.1M		6.1k	182.42	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$1.1M	-9%	21k	53.40	View chart
At&t (T)	0.2	$1.1M	-3%	39k	28.24	View chart
CSX Corporation (CSX)	0.2	$1.1M	-7%	31k	35.51	View chart
Highland Global mf closed and mf open (HGLB)	0.2	$1.1M		118k	9.09	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.2	$1.1M	-29%	20k	53.66	View chart
Ge Vernova (GEV)	0.2	$1.1M	-7%	1.7k	614.77	View chart
Allstate Corporation (ALL)	0.2	$1.1M		4.9k	214.63	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$1.1M	-10%	9.5k	111.23	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.1M	+5%	6.3k	167.33	View chart
General Mills (GIS)	0.2	$1.0M	+6%	21k	50.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.0M		13k	79.93	View chart
Procter & Gamble Company (PG)	0.2	$1.0M	+11%	6.5k	153.66	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$999k	NEW	29k	34.16	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.2	$996k		21k	47.58	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$988k	-8%	1.7k	595.86	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$981k	NEW	26k	37.86	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$980k	+33%	13k	76.45	View chart
Caterpillar (CAT)	0.2	$978k	+2%	2.0k	477.13	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$959k		21k	45.21	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.2	$959k		9.1k	105.64	View chart
Oracle Corporation (ORCL)	0.2	$950k	-3%	3.4k	281.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$937k		2.0k	468.41	View chart
Mp Materials Corp Com Cl A (MP)	0.2	$934k	+36%	14k	67.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$932k	+2%	3.2k	293.71	View chart
Sprott Etf Trust Gold Miners Etf (SGDM)	0.2	$930k	NEW	15k	62.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$919k	+6%	12k	74.37	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$913k	+8%	7.6k	120.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$909k		14k	65.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$901k	-11%	28k	31.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$887k	-13%	8.9k	100.25	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$872k		14k	64.69	View chart
Dominion Resources (D)	0.2	$865k		14k	61.17	View chart
Abbvie (ABBV)	0.2	$853k	+3%	3.7k	231.56	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$845k	+5%	3.0k	281.84	View chart
Public Service Enterprise (PEG)	0.2	$838k		10k	83.46	View chart
Coca-Cola Company (KO)	0.2	$835k	+5%	13k	66.32	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.2	$829k	NEW	31k	26.39	View chart
Tesla Motors (TSLA)	0.2	$829k	-8%	1.9k	444.72	View chart
American Electric Power Company (AEP)	0.2	$828k	+3%	7.4k	112.51	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$813k	-5%	7.4k	110.49	View chart
Qualcomm (QCOM)	0.2	$802k	+4%	4.8k	166.36	View chart
Wal-Mart Stores (WMT)	0.1	$792k		7.7k	103.06	View chart
Johnson & Johnson (JNJ)	0.1	$778k	+3%	4.2k	185.43	View chart
UnitedHealth (UNH)	0.1	$775k		2.2k	345.34	View chart
Ge Aerospace Com New (GE)	0.1	$771k	+4%	2.6k	300.87	View chart
Trane Technologies SHS (TT)	0.1	$767k		1.8k	421.96	View chart
Oklo Com Cl A (OKLO)	0.1	$740k		6.6k	111.63	View chart
Morgan Stanley Com New (MS)	0.1	$738k	+2%	4.6k	158.97	View chart
Nextera Energy (NEE)	0.1	$731k		9.7k	75.49	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$724k		17k	42.37	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$719k	+2%	7.6k	95.15	View chart
Cisco Systems (CSCO)	0.1	$711k	+7%	10k	68.42	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$704k		7.4k	95.14	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.1	$695k		7.4k	93.62	View chart
Vanguard World Health Car Etf (VHT)	0.1	$685k	+129%	2.6k	259.63	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$680k		4.7k	144.37	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$678k		7.8k	87.21	View chart
McDonald's Corporation (MCD)	0.1	$671k		2.2k	303.91	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$667k		5.4k	122.45	View chart
Hesai Group Sponsored Ads (HSAI)	0.1	$663k	+21%	24k	28.10	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.1	$661k		16k	42.60	View chart
Commercial Metals Company (CMC)	0.1	$660k		12k	57.28	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$653k		7.8k	84.11	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$652k	+4%	7.3k	89.34	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$649k		8.3k	78.34	View chart
Kellogg Company (K)	0.1	$642k		7.8k	82.02	View chart
Eli Lilly & Co. (LLY)	0.1	$640k	+5%	839.00	763.23	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$638k		3.7k	170.86	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$633k	+8%	4.3k	145.60	View chart
Arista Networks Com Shs (ANET)	0.1	$628k	-4%	4.3k	145.71	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$619k	+7%	15k	40.16	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$612k		3.8k	162.48	View chart
American Express Company (AXP)	0.1	$603k	+2%	1.8k	332.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$594k		13k	46.54	View chart
Pepsi (PEP)	0.1	$590k	-7%	4.2k	140.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$589k		11k	55.15	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$589k	NEW	2.8k	209.26	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.1	$577k	NEW	25k	23.00	View chart
Bristol Myers Squibb (BMY)	0.1	$570k	-3%	13k	45.10	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$569k		6.7k	84.68	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$564k	-4%	20k	27.90	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$561k		5.1k	110.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$560k		24k	23.28	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$555k	-2%	12k	47.52	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$552k		22k	25.71	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$550k		568.00	968.53	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$534k		2.6k	203.59	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$533k		15k	36.81	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$532k	-2%	1.8k	293.79	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$525k	NEW	10k	51.23	View chart
Walt Disney Company (DIS)	0.1	$524k	-2%	4.6k	114.49	View chart
Blackrock (BLK)	0.1	$521k	+3%	447.00	1166.04	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$520k	-14%	18k	29.11	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$520k	NEW	1.7k	302.35	View chart
Toll Brothers (TOL)	0.1	$519k		3.8k	138.13	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$518k	+2%	5.8k	89.57	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$518k		11k	46.32	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$507k	-7%	8.9k	57.10	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$504k	-12%	5.8k	86.31	View chart
Philip Morris International (PM)	0.1	$500k		3.1k	162.20	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$500k	-76%	4.4k	113.62	View chart
Valero Energy Corporation (VLO)	0.1	$498k	-4%	2.9k	170.26	View chart
Ionq Inc Pipe (IONQ)	0.1	$495k	-20%	8.0k	61.50	View chart
Advanced Micro Devices (AMD)	0.1	$494k	+36%	3.1k	161.79	View chart
Enterprise Products Partners (EPD)	0.1	$487k	+4%	16k	31.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$486k	-14%	5.3k	91.42	View chart
Deere & Company (DE)	0.1	$482k	+2%	1.1k	457.26	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$481k		5.5k	88.14	View chart
Verizon Communications (VZ)	0.1	$481k	-2%	11k	43.95	View chart
Analog Devices (ADI)	0.1	$477k	+6%	1.9k	245.69	View chart
DTE Energy Company (DTE)	0.1	$476k		3.4k	141.43	View chart
Amgen (AMGN)	0.1	$467k	+4%	1.7k	282.20	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$456k	+2%	10k	44.00	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$443k		4.3k	103.06	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$442k		16k	27.30	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$436k	+13%	5.9k	73.46	View chart
Chevron Corporation (CVX)	0.1	$434k	+7%	2.8k	155.29	View chart
Intel Corporation (INTC)	0.1	$431k	+3%	13k	33.55	View chart
Hubbell (HUBB)	0.1	$430k		1.0k	430.31	View chart
Wisdomtree Tr Europe Smcp Dv (DFE)	0.1	$428k	-7%	6.1k	70.42	View chart
Community Bank System (CBU)	0.1	$428k		7.3k	58.64	View chart
Concentra Group Holdings Par Common Stock (CON)	0.1	$426k		20k	20.93	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$418k	-3%	20k	21.07	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$415k	+34%	9.3k	44.69	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$415k	+28%	14k	29.79	View chart
Kkr & Co (KKR)	0.1	$414k		3.2k	129.95	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$410k	+3%	3.3k	125.95	View chart
Ford Motor Company (F)	0.1	$408k		34k	11.96	View chart
Texas Instruments Incorporated (TXN)	0.1	$408k	+6%	2.2k	183.73	View chart
California Water Service (CWT)	0.1	$406k	-8%	8.9k	45.89	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$405k	-3%	7.9k	51.54	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.1	$400k		8.7k	45.87	View chart
Merck & Co (MRK)	0.1	$393k		4.7k	83.92	View chart
Hormel Foods Corporation (HRL)	0.1	$391k	+2%	16k	24.74	View chart
Eaton Corp SHS (ETN)	0.1	$390k	+25%	1.0k	374.16	View chart
Lowe's Companies (LOW)	0.1	$390k	+59%	1.6k	251.33	View chart
Cummins (CMI)	0.1	$382k		904.00	422.37	View chart
Omega Healthcare Investors (OHI)	0.1	$380k	-5%	9.0k	42.22	View chart
Hyatt Hotels Corp Com Cl A (H)	0.1	$378k	-5%	2.7k	141.91	View chart
Goldman Sachs (GS)	0.1	$375k	+8%	471.00	795.61	View chart
Pfizer (PFE)	0.1	$373k	+3%	15k	25.48	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$372k	-42%	3.6k	103.40	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$371k		4.5k	82.58	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$360k		8.7k	41.58	View chart
Honeywell International (HON)	0.1	$356k	-4%	1.7k	210.46	View chart
Otis Worldwide Corp (OTIS)	0.1	$352k	-8%	3.9k	91.42	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$345k	-62%	13k	26.30	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$344k	NEW	6.4k	53.87	View chart
Corning Incorporated (GLW)	0.1	$341k	NEW	4.2k	82.03	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$340k	+7%	4.7k	72.58	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$338k		5.9k	57.19	View chart
Direxion Shs Etf Tr Dl Ftse Bull 3x (YINN)	0.1	$337k	-38%	6.2k	54.29	View chart
Realty Income (O)	0.1	$336k	+4%	5.5k	60.79	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$334k	-61%	3.4k	99.11	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$334k		5.1k	65.87	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$334k	+3%	5.3k	62.47	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$334k	+15%	4.0k	82.97	View chart
Colgate-Palmolive Company (CL)	0.1	$333k		4.2k	79.94	View chart
Iron Mountain (IRM)	0.1	$328k		3.2k	101.94	View chart
Servicenow (NOW)	0.1	$328k		356.00	920.28	View chart
Select Medical Holdings Corporation (SEM)	0.1	$324k		25k	12.84	View chart
InterDigital (IDCC)	0.1	$322k	NEW	933.00	345.23	View chart
Duke Energy Corp Com New (DUK)	0.1	$321k	NEW	2.6k	123.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$319k	+15%	6.4k	50.07	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$319k	-70%	2.8k	113.89	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$317k	+11%	3.3k	96.47	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$316k	-6%	5.8k	54.76	View chart
Norfolk Southern (NSC)	0.1	$315k		1.0k	300.41	View chart
Quantumscape Corp Com Cl A (QS)	0.1	$314k	NEW	26k	12.32	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$314k		3.5k	89.77	View chart
Public Storage (PSA)	0.1	$311k		1.1k	288.85	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$311k		4.6k	66.91	View chart
Kroger (KR)	0.1	$310k	+5%	4.6k	67.41	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$310k		5.9k	52.82	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$309k		4.8k	64.38	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.1	$307k		30k	10.12	View chart
Fs Kkr Capital Corp (FSK)	0.1	$306k	-4%	21k	14.93	View chart
Uber Technologies (UBER)	0.1	$305k	-6%	3.1k	97.97	View chart
Purecycle Technologies (PCT)	0.1	$301k	-4%	23k	13.15	View chart
General Motors Company (GM)	0.1	$295k		4.8k	60.98	View chart
Altria (MO)	0.1	$291k	-5%	4.4k	66.07	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$290k		2.8k	103.36	View chart
Ringcentral Cl A (RNG)	0.1	$282k	+14%	10k	28.34	View chart
Applied Materials (AMAT)	0.1	$276k	-2%	1.3k	204.74	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$271k	NEW	3.2k	84.57	View chart
Travelers Companies (TRV)	0.1	$270k		968.00	279.22	View chart
Wp Carey (WPC)	0.1	$269k		4.0k	67.57	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$267k	NEW	2.5k	106.78	View chart
D-wave Quantum (QBTS)	0.0	$266k	-29%	11k	24.71	View chart
DNP Select Income Fund (DNP)	0.0	$265k	-7%	27k	10.01	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$264k		3.2k	81.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$261k		5.7k	45.80	View chart
Direxion Shs Etf Tr Daily Msci South (KORU)	0.0	$260k	NEW	2.5k	105.58	View chart
Marathon Petroleum Corp (MPC)	0.0	$259k		1.3k	192.74	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$257k	NEW	2.2k	118.37	View chart
IDEXX Laboratories (IDXX)	0.0	$255k		399.00	638.89	View chart
Citigroup Com New (C)	0.0	$254k	NEW	2.5k	101.50	View chart
Williams Companies (WMB)	0.0	$252k	NEW	4.0k	63.35	View chart
Graniteshares Platinum Tr Shs Ben Int (PLTM)	0.0	$245k	-22%	16k	15.11	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$243k	NEW	1.0k	236.06	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$243k	-2%	1.7k	139.14	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$241k	+9%	14k	17.16	View chart
Carrier Global Corporation (CARR)	0.0	$236k		3.9k	59.70	View chart
Raymond James Financial (RJF)	0.0	$234k		1.4k	172.60	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$233k	-23%	4.1k	57.31	View chart
New Jersey Resources Corporation (NJR)	0.0	$231k		4.8k	48.15	View chart
Western Digital (WDC)	0.0	$230k	NEW	1.9k	120.06	View chart
Hanover Insurance (THG)	0.0	$229k		1.3k	181.63	View chart
Emerson Electric (EMR)	0.0	$227k		1.7k	131.14	View chart
Phillips 66 (PSX)	0.0	$227k	NEW	1.7k	136.02	View chart
Wells Fargo & Company (WFC)	0.0	$227k	-8%	2.7k	83.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$223k		5.0k	44.58	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$220k	NEW	2.1k	106.49	View chart
Spdr Series Trust S&p Bk Etf (KBE)	0.0	$219k		3.7k	59.42	View chart
Acushnet Holdings Corp (GOLF)	0.0	$218k		2.8k	78.49	View chart
salesforce (CRM)	0.0	$217k	-17%	914.00	237.09	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$216k	-3%	2.6k	84.83	View chart
Mainstay Cbre Global (MEGI)	0.0	$214k	-5%	15k	14.68	View chart
ConocoPhillips (COP)	0.0	$213k	-4%	2.2k	94.59	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$212k	NEW	759.00	279.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$208k	-8%	7.9k	26.34	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)	0.0	$207k		6.2k	33.50	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$205k	NEW	2.8k	73.48	View chart
Waste Management (WM)	0.0	$205k		928.00	220.83	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$205k	-3%	2.3k	89.39	View chart
Capital One Financial (COF)	0.0	$204k		961.00	212.58	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$204k	-53%	5.3k	38.57	View chart
Howmet Aerospace (HWM)	0.0	$201k	NEW	1.0k	196.23	View chart
CMS Energy Corporation (CMS)	0.0	$200k	NEW	2.7k	73.26	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$185k		16k	11.39	View chart
Western Asset Managed Municipals Fnd (MMU)	0.0	$179k	NEW	17k	10.34	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.0	$134k	-7%	11k	11.99	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.0	$134k		11k	12.66	View chart
Nexpoint Diversified Rel Et Com New (NXDT)	0.0	$68k	-19%	18k	3.69	View chart
Richtech Robotics CL B (RR)	0.0	$43k	NEW	10k	4.29	View chart
Opko Health (OPK)	0.0	$31k		20k	1.55	View chart
I-80 Gold Corp (IAUX)	0.0	$30k	+87%	31k	0.96	View chart
Ovid Therapeutics (OVID)	0.0	$13k	NEW	10k	1.30	View chart
Ocean Pwr Technologies Com New (OPTT)	0.0	$8.6k		17k	0.50	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 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
Sovereign Financial Group 2021 Q4 filed Feb. 15, 2022

View all past filings

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