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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, VTV, QQQ, and represent 23.01% of Sovereign Financial Group's stock portfolio.
Added to shares of these 10 stocks: DPZ, APP, USO, LNG, BNDX, VTV, BLV, VEA, EFG, BSV.
Started 43 new stock positions in IBMQ, SHYM, LNG, SIDU, LIN, SRE, XLI, TE, KBDC, IBMR.
Reduced shares in these 10 stocks: OEF, Alphabet Inc-cl C, SGDM, IAU, IEMG, TBIL, ITA, KORU, IVE, AOR.
Sold out of its positions in PPLT, OKLO, American Airls, APH, BMNR, COF, CEG, YINN, QBTS, EMR.
Sovereign Financial Group was a net buyer of stock by $22M.
Sovereign Financial Group has $576M in assets under management (AUM), dropping by -0.83%.
Central Index Key (CIK): 0001846175

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Portfolio Holdings for Sovereign Financial Group

Sovereign Financial Group holds 365 positions in its portfolio as reported in the March 2026 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)	5.9	$34M	+3%	533k	64.08	View chart
Vanguard Index Fds Growth Etf (VUG)	4.8	$28M		63k	436.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.7	$27M		42k	650.34	View chart
Vanguard Index Fds Value Etf (VTV)	4.0	$23M	+5%	119k	196.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.6	$21M		36k	577.18	View chart
Alphabet Cap Stk Cl C (GOOG)	3.0	$17M	+3%	61k	286.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$17M	+2%	26k	653.20	View chart
Apple (AAPL)	2.3	$13M		53k	253.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.2	$13M	+8%	234k	54.05	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.1	$12M	+12%	257k	48.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.1	$12M	+9%	155k	78.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.9	$11M		38k	287.56	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.6	$9.4M	+9%	189k	49.95	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.6	$9.4M	+5%	138k	68.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$8.4M	+7%	32k	261.92	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.2	$6.8M	+13%	88k	77.18	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$6.8M	-2%	46k	148.10	View chart
NVIDIA Corporation (NVDA)	1.1	$6.5M	+2%	37k	174.40	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.1	$6.1M	+26%	89k	68.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$6.1M		10k	597.53	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.0	$6.0M	+15%	128k	46.95	View chart
Ishares Tr Residential Mult (REZ)	1.0	$5.7M	+22%	69k	83.21	View chart
Microsoft Corporation (MSFT)	0.9	$5.4M		15k	370.18	View chart
RBB F/m Us Treasury (TBIL)	0.9	$5.3M	-10%	106k	49.86	View chart
Amazon (AMZN)	0.7	$3.8M	+2%	18k	208.27	View chart
Exxon Mobil Corporation (XOM)	0.6	$3.7M	-8%	22k	169.66	View chart
Southern Company (SO)	0.6	$3.3M	-3%	34k	96.52	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.6	$3.2M	+5%	63k	50.83	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$3.1M	+4%	118k	26.20	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$3.1M	+18%	20k	155.11	View chart
Domino's Pizza (DPZ)	0.5	$3.0M	NEW	8.5k	358.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$3.0M	+6%	6.9k	430.29	View chart
Mastercard Incorporated Cl A (MA)	0.5	$2.7M		5.5k	499.70	View chart
Applovin Corp Com Cl A (APP)	0.5	$2.6M	+2117%	6.6k	398.00	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.5M	+14%	8.4k	294.17	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$2.4M	-19%	12k	211.15	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$2.4M	+4%	43k	56.68	View chart
Micron Technology (MU)	0.4	$2.4M		7.2k	337.84	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$2.4M	+3%	51k	46.19	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$2.3M	+3%	21k	113.11	View chart
Consolidated Edison (ED)	0.4	$2.3M		21k	113.18	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$2.2M	-23%	32k	69.75	View chart
United Parcel Svcs CL B (UPS)	0.4	$2.2M		22k	98.38	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$2.2M	+3%	41k	52.78	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$2.0M	-18%	35k	58.18	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.4	$2.0M		17k	120.75	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$2.0M	+8%	38k	52.56	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$2.0M	+9%	2.8k	697.75	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.3	$2.0M		34k	57.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.0M	+5%	6.1k	320.83	View chart
Broadcom (AVGO)	0.3	$1.9M	-4%	6.2k	309.50	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$1.9M		7.7k	248.84	View chart
Bank of America Corporation (BAC)	0.3	$1.9M		39k	48.75	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$1.9M	+10%	38k	50.12	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.3	$1.9M		36k	51.88	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$1.8M	-7%	25k	74.35	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$1.8M	+8%	36k	50.61	View chart
Costco Wholesale Corporation (COST)	0.3	$1.8M	+2%	1.8k	996.57	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.3	$1.8M		13k	134.61	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$1.8M		4.9k	367.47	View chart
Meta Platforms Cl A (META)	0.3	$1.8M	-13%	3.1k	572.20	View chart
United Sts Oil Units (USO)	0.3	$1.7M	NEW	14k	127.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.7M	+8%	19k	90.53	View chart
Visa Com Cl A (V)	0.3	$1.7M		5.7k	302.21	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$1.7M		34k	50.63	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$1.7M	+12%	17k	102.25	View chart
Church & Dwight (CHD)	0.3	$1.7M		18k	93.32	View chart
Vanguard World Utilities Etf (VPU)	0.3	$1.6M		8.1k	198.15	View chart
Caterpillar (CAT)	0.3	$1.5M		2.1k	708.49	View chart
Cheniere Energy Com New (LNG)	0.3	$1.5M	NEW	5.2k	283.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.5M	+4%	6.8k	215.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.5M		10k	142.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.4M	-4%	2.9k	479.20	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.4M		3.6k	383.42	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$1.4M	+6%	3.0k	463.14	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$1.4M	+2%	12k	115.24	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$1.4M		16k	88.49	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$1.3M	+3%	12k	112.11	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$1.3M		5.6k	239.99	View chart
Corning Incorporated (GLW)	0.2	$1.3M	+45%	9.6k	135.97	View chart
CSX Corporation (CSX)	0.2	$1.3M		31k	41.05	View chart
Wal-Mart Stores (WMT)	0.2	$1.3M	+27%	10k	124.28	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$1.2M		25k	50.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.2M	-12%	9.9k	124.31	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.2	$1.2M		22k	55.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.2M	-7%	13k	97.13	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$1.2M	-9%	21k	56.79	View chart
Valero Energy Corporation (VLO)	0.2	$1.2M	+155%	4.8k	247.08	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.2	$1.2M	+41%	11k	105.55	View chart
Home Depot (HD)	0.2	$1.2M		3.5k	328.92	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.2M		6.0k	192.90	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.2M	+263%	11k	106.15	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$1.2M	+3%	11k	100.72	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$1.1M	+40%	25k	45.89	View chart
International Business Machines (IBM)	0.2	$1.1M	-5%	4.7k	242.37	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.1M	NEW	10k	111.37	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$1.1M		12k	92.69	View chart
Procter & Gamble Company (PG)	0.2	$1.1M	+2%	7.6k	144.44	View chart
At&t (T)	0.2	$1.1M	+2%	37k	28.99	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.1M		16k	68.14	View chart
Johnson & Johnson (JNJ)	0.2	$1.1M	+4%	4.4k	244.42	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$1.1M		22k	47.53	View chart
American Electric Power Company (AEP)	0.2	$1.1M	+4%	8.1k	131.07	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.0M		5.5k	191.82	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$1.0M	+6%	12k	88.46	View chart
Kimberly-Clark Corporation (KMB)	0.2	$1.0M	+2%	11k	96.47	View chart
Allstate Corporation (ALL)	0.2	$1.0M		5.0k	207.34	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.2	$1.0M		22k	47.37	View chart
Tesla Motors (TSLA)	0.2	$1.0M	+8%	2.7k	371.75	View chart
Coca-Cola Company (KO)	0.2	$1.0M	-7%	13k	76.05	View chart
Ge Vernova (GEV)	0.2	$1.0M	-19%	1.2k	873.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$998k	+41%	10k	99.27	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.2	$992k		18k	56.57	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$991k		1.6k	616.90	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$986k		10k	97.91	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$984k	+3%	30k	32.95	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$949k	+3%	26k	36.22	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$933k	-8%	8.5k	110.35	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$931k	-65%	2.9k	318.08	View chart
Nextera Energy (NEE)	0.2	$927k		10k	92.88	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$923k	+27%	8.4k	110.39	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$919k	-43%	10k	88.16	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.2	$916k	+4%	35k	26.33	View chart
Abbvie (ABBV)	0.2	$913k	+7%	4.2k	217.51	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$905k		14k	67.12	View chart
Highland Global mf closed and mf open (HGLB)	0.2	$897k	-7%	112k	8.03	View chart
Dominion Resources (D)	0.2	$886k		14k	61.82	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$883k	-4%	12k	73.64	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$872k	-8%	11k	79.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$871k	+2%	2.0k	426.40	View chart
Eli Lilly & Co. (LLY)	0.1	$862k	+17%	937.00	920.15	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$841k	-25%	21k	39.89	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$833k	+2%	7.6k	109.69	View chart
Bristol Myers Squibb (BMY)	0.1	$821k	+5%	14k	60.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$818k	-12%	12k	67.53	View chart
Public Service Enterprise (PEG)	0.1	$811k		10k	80.95	View chart
Morgan Stanley Com New (MS)	0.1	$806k		4.9k	164.57	View chart
General Mills (GIS)	0.1	$805k	+3%	22k	37.22	View chart
Vanguard World Health Car Etf (VHT)	0.1	$802k		2.9k	272.37	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$796k	+2%	6.0k	132.89	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$791k	-11%	13k	61.26	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.1	$778k	+22%	19k	41.06	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$775k	NEW	24k	32.72	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$771k	NEW	15k	50.62	View chart
Trane Technologies SHS (TT)	0.1	$765k		1.8k	416.74	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$763k	-2%	4.5k	168.87	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$762k	+25%	9.9k	77.11	View chart
Cisco Systems (CSCO)	0.1	$761k	-6%	9.8k	77.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$757k	-12%	26k	29.13	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.1	$753k		28k	27.24	View chart
McDonald's Corporation (MCD)	0.1	$752k	+6%	2.4k	310.78	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$751k	-39%	12k	64.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$747k	-14%	2.6k	287.17	View chart
Oracle Corporation (ORCL)	0.1	$735k	+40%	5.0k	147.12	View chart
American Express Company (AXP)	0.1	$733k	+16%	2.4k	302.47	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$726k	NEW	36k	20.41	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$718k		544.00	1320.66	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$712k	NEW	17k	41.06	View chart
Ge Aerospace Com New (GE)	0.1	$708k		2.5k	283.75	View chart
Commercial Metals Company (CMC)	0.1	$707k		12k	61.43	View chart
Advanced Micro Devices (AMD)	0.1	$694k	+9%	3.4k	203.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$691k	+7%	28k	24.75	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$686k		7.3k	94.24	View chart
Analog Devices (ADI)	0.1	$671k		2.1k	318.14	View chart
Verizon Communications (VZ)	0.1	$659k	+9%	13k	50.20	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$651k	-12%	17k	38.42	View chart
Netflix (NFLX)	0.1	$651k	+8%	6.8k	96.15	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$640k	-3%	6.9k	92.75	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$639k	-10%	4.7k	135.72	View chart
Pepsi (PEP)	0.1	$636k		4.1k	155.30	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$630k	+5%	22k	29.08	View chart
Amgen (AMGN)	0.1	$626k	+2%	1.8k	351.85	View chart
Enterprise Products Partners (EPD)	0.1	$622k		16k	37.84	View chart
Deere & Company (DE)	0.1	$611k		1.1k	563.35	View chart
Chevron Corporation (CVX)	0.1	$602k	+2%	2.9k	206.91	View chart
Lowe's Companies (LOW)	0.1	$600k	+4%	2.5k	236.29	View chart
UnitedHealth (UNH)	0.1	$595k	-5%	2.2k	270.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$593k		13k	47.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$592k		11k	55.85	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$591k		3.7k	158.45	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$587k		7.7k	76.54	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$582k	-43%	2.3k	248.03	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$582k	-4%	13k	44.62	View chart
Merck & Co (MRK)	0.1	$578k	+2%	4.8k	120.30	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$571k		2.7k	213.67	View chart
Direxion Shares Etf Trust Daily Msci South (KORU)	0.1	$570k	-50%	2.0k	284.12	View chart
Qualcomm (QCOM)	0.1	$567k		4.4k	128.78	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$567k		12k	47.02	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$558k	+6%	11k	49.89	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$554k	+18%	12k	45.52	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$548k	-17%	5.8k	94.96	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$547k	-14%	6.6k	82.75	View chart
Philip Morris International (PM)	0.1	$544k	+8%	3.3k	165.34	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$539k		22k	25.10	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.1	$539k		7.4k	72.57	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$538k	+5%	11k	50.04	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$538k		11k	48.32	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$537k	-7%	4.7k	114.83	View chart
Intel Corporation (INTC)	0.1	$530k	+2%	12k	44.13	View chart
Toll Brothers (TOL)	0.1	$512k		3.8k	136.49	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$507k		1.7k	295.12	View chart
Applied Materials (AMAT)	0.1	$504k	+3%	1.5k	341.79	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$501k	NEW	20k	25.44	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$500k	NEW	20k	25.63	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$499k	NEW	20k	25.53	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$498k	+19%	1.3k	391.76	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.1	$498k	NEW	20k	25.35	View chart
Cummins (CMI)	0.1	$498k		925.00	538.02	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$495k	NEW	23k	22.02	View chart
DTE Energy Company (DTE)	0.1	$491k		3.4k	146.22	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$491k	NEW	21k	22.91	View chart
Palantir Technologies Cl A (PLTR)	0.1	$488k	-46%	3.3k	146.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$488k		16k	30.68	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$479k		9.9k	48.46	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$476k	+17%	14k	33.47	View chart
Blackrock (BLK)	0.1	$475k		494.00	961.85	View chart
Hubbell (HUBB)	0.1	$471k		960.00	490.74	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$470k	+18%	4.7k	100.56	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$465k		1.8k	257.36	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$462k	+46%	3.4k	135.49	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$458k	-10%	15k	30.50	View chart
Goldman Sachs (GS)	0.1	$454k		537.00	845.55	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$454k	-2%	3.2k	141.42	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$453k	+2%	3.9k	114.98	View chart
Walt Disney Company (DIS)	0.1	$449k	+2%	4.7k	96.38	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$439k		6.3k	70.18	View chart
General Motors Company (GM)	0.1	$435k	+20%	5.8k	74.50	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$433k	-2%	4.1k	106.00	View chart
Texas Instruments Incorporated (TXN)	0.1	$433k		2.2k	194.14	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$433k	+2%	20k	21.42	View chart
Concentra Group Holdings Par Common Stock (CON)	0.1	$430k		20k	21.45	View chart
Community Bank System (CBU)	0.1	$428k		7.3k	58.65	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$424k	+47%	4.0k	106.50	View chart
Citigroup Com New (C)	0.1	$416k	+8%	3.7k	113.40	View chart
Pfizer (PFE)	0.1	$415k	+2%	15k	28.08	View chart
Realty Income (O)	0.1	$414k		6.8k	61.18	View chart
Select Medical Holdings Corporation (SEM)	0.1	$410k		25k	16.29	View chart
Lam Research Corp Com New (LRCX)	0.1	$408k	+4%	1.9k	213.67	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$404k	-7%	3.7k	107.62	View chart
Hyatt Hotels Corp Com Cl A (H)	0.1	$402k		2.8k	143.80	View chart
Duke Energy Corp Com New (DUK)	0.1	$400k	+2%	3.1k	130.92	View chart
Western Digital (WDC)	0.1	$400k	-31%	1.5k	270.49	View chart
California Water Service (CWT)	0.1	$398k		8.8k	45.34	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$397k	+29%	2.7k	146.59	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$393k	-5%	4.5k	86.64	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$388k	+7%	14k	27.85	View chart
Altria (MO)	0.1	$380k	+4%	5.8k	65.99	View chart
Omega Healthcare Investors (OHI)	0.1	$380k	+4%	8.7k	43.82	View chart
Ringcentral Cl A (RNG)	0.1	$378k	+4%	10k	37.19	View chart
Ford Motor Company (F)	0.1	$377k		33k	11.54	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$371k	-25%	7.7k	48.26	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.1	$367k		8.2k	44.57	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$367k	-3%	3.0k	121.19	View chart
Northrop Grumman Corporation (NOC)	0.1	$366k	+9%	537.00	682.24	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$361k	+52%	4.4k	82.87	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$360k		5.3k	67.60	View chart
Alphabet Put Put Option (Principal)	0.1	$358k	-74%	23k	15.79	View chart
Colgate-Palmolive Company (CL)	0.1	$354k		4.2k	85.23	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$353k	+11%	3.7k	95.44	View chart
Kroger (KR)	0.1	$352k	+5%	4.9k	72.36	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$350k	-40%	5.8k	60.10	View chart
Marathon Petroleum Corp (MPC)	0.1	$339k		1.4k	244.18	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$338k		4.1k	82.58	View chart
Wisdomtree Tr Europe Smcp Dv (DFE)	0.1	$337k	-22%	4.7k	71.73	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$336k	-2%	5.7k	59.22	View chart
Honeywell International (HON)	0.1	$333k	-14%	1.5k	225.98	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$330k		5.1k	64.59	View chart
Iron Mountain (IRM)	0.1	$330k		3.2k	102.14	View chart
ConocoPhillips (COP)	0.1	$329k	+13%	2.5k	132.00	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$326k		3.4k	96.70	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$325k	+7%	7.8k	41.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$322k	-19%	3.6k	88.71	View chart
Norfolk Southern (NSC)	0.1	$318k	+3%	1.1k	287.00	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$315k	-2%	5.5k	57.20	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$311k	-5%	4.4k	70.14	View chart
Kkr & Co (KKR)	0.1	$307k		3.3k	92.50	View chart
Boeing Company (BA)	0.1	$306k	+8%	1.5k	199.03	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.1	$305k		31k	9.87	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$300k	+59%	6.1k	49.37	View chart
Eaton Corp SHS (ETN)	0.1	$299k	-13%	836.00	357.53	View chart
Williams Companies (WMB)	0.1	$297k		4.1k	72.78	View chart
Travelers Companies (TRV)	0.1	$293k		1.0k	291.68	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$293k	-3%	5.6k	52.46	View chart
Sprott Etf Trust Gold Miners Etf (SGDM)	0.1	$293k	-73%	3.9k	75.49	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$292k	-4%	15k	19.30	View chart
Otis Worldwide Corp (OTIS)	0.1	$292k		3.8k	77.09	View chart
Phillips 66 (PSX)	0.1	$290k		1.6k	182.18	View chart
Hormel Foods Corporation (HRL)	0.1	$289k		13k	22.65	View chart
Graniteshares Platinum Tr Shs Ben Int (PLTM)	0.0	$286k	-25%	15k	18.91	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$286k	NEW	2.0k	145.79	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$282k	-18%	4.9k	57.64	View chart
Arista Networks Com Shs (ANET)	0.0	$281k	-40%	2.3k	122.78	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$278k	+3%	822.00	338.00	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$278k	NEW	5.5k	50.37	View chart
Uber Technologies (UBER)	0.0	$275k	-2%	3.8k	71.93	View chart
Public Storage (PSA)	0.0	$270k		998.00	270.88	View chart
Jackson Financial Com Cl A (JXN)	0.0	$266k	+14%	2.5k	105.71	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$264k	NEW	4.4k	59.55	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$263k		5.7k	46.13	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$262k	+12%	5.2k	50.44	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$261k		2.6k	101.79	View chart
Acushnet Holdings Corp (GOLF)	0.0	$258k		2.8k	93.47	View chart
Petroleum & Res Corp Com cef (PEO)	0.0	$256k	NEW	9.2k	27.80	View chart
InterDigital (IDCC)	0.0	$253k	-25%	838.00	302.00	View chart
Howmet Aerospace (HWM)	0.0	$253k		1.1k	230.46	View chart
Oneok (OKE)	0.0	$253k		2.8k	90.39	View chart
Alphabet Put Put Option (Principal)	0.0	$250k		20k	12.38	View chart
Target Corporation (TGT)	0.0	$249k	NEW	2.1k	121.20	View chart
DNP Select Income Fund (DNP)	0.0	$243k	-3%	24k	10.30	View chart
Wells Fargo & Company (WFC)	0.0	$243k		3.1k	79.61	View chart
Servicenow (NOW)	0.0	$243k	+23%	2.3k	104.55	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$240k		2.2k	110.86	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$237k	NEW	1.5k	161.73	View chart
Celestica (CLS)	0.0	$234k	+19%	832.00	281.68	View chart
New Jersey Resources Corporation (NJR)	0.0	$233k	-11%	4.3k	54.92	View chart
IDEXX Laboratories (IDXX)	0.0	$232k		413.00	561.89	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$230k	+2%	2.8k	83.57	View chart
Corteva (CTVA)	0.0	$229k	NEW	2.7k	83.72	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$226k		5.0k	45.26	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$226k		4.1k	55.20	View chart
Lockheed Martin Corporation (LMT)	0.0	$219k	NEW	363.00	604.40	View chart
CMS Energy Corporation (CMS)	0.0	$219k	NEW	2.8k	77.58	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$219k	-35%	2.0k	108.98	View chart
Hanover Insurance (THG)	0.0	$218k		1.3k	173.35	View chart
Spdr Series Trust State Street Spd (KBE)	0.0	$217k		3.6k	59.56	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$215k	-14%	2.7k	79.57	View chart
Carrier Global Corporation (CARR)	0.0	$214k	-3%	3.8k	56.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$214k	NEW	8.3k	25.64	View chart
BP Sponsored Adr (BP)	0.0	$213k	NEW	4.5k	47.00	View chart
Rocket Lab Corp (RKLB)	0.0	$213k	+3%	3.3k	64.22	View chart
Sempra Energy (SRE)	0.0	$213k	NEW	2.2k	97.17	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)	0.0	$213k		6.2k	34.45	View chart
Linde SHS (LIN)	0.0	$212k	NEW	428.00	495.76	View chart
Fs Kkr Capital Corp (FSK)	0.0	$212k		21k	10.18	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$211k	NEW	2.1k	100.62	View chart
FedEx Corporation (FDX)	0.0	$210k	NEW	590.00	356.18	View chart
Petroleo Brasileiro S A Sponsored Adr (PBR)	0.0	$208k	-5%	10k	20.75	View chart
Dt Midstream Common Stock (DTM)	0.0	$208k	NEW	1.5k	134.67	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$206k	NEW	4.6k	44.85	View chart
Waste Management (WM)	0.0	$205k	-6%	890.00	229.79	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$204k	NEW	2.8k	73.14	View chart
Proshares Tr Ii Ultra Silver New (AGQ)	0.0	$204k	NEW	1.7k	119.51	View chart
Wp Carey (WPC)	0.0	$203k	-6%	3.0k	67.96	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$203k	+9%	18k	11.23	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$201k		2.3k	86.69	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$201k	NEW	923.00	217.25	View chart
Putnam Etf Trust Franklin Calif (FTCA)	0.0	$185k		25k	7.28	View chart
Purecycle Technologies (PCT)	0.0	$180k	+25%	35k	5.19	View chart
Proshares Tr Bitcoin Etf (BITO)	0.0	$160k	NEW	17k	9.31	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$159k	NEW	11k	14.77	View chart
Western Asset Managed Municipals Fnd (MMU)	0.0	$159k	-27%	15k	10.28	View chart
Kayne Anderson Bdc Com Shs (KBDC)	0.0	$155k	NEW	11k	13.72	View chart
Nexpoint Diversified Rel Et Com New (NXDT)	0.0	$142k	+29%	31k	4.67	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.0	$125k		11k	11.24	View chart
BlackRock MuniYield Pennsylvania Insured (MPA)	0.0	$110k	NEW	10k	11.03	View chart
State Str Spdr S&p 500 Etf T Call Call Option (Principal)	0.0	$110k		22k	4.92	View chart
Goodyear Tire & Rubber Company (GT)	0.0	$70k	NEW	11k	6.63	View chart
Ovid Therapeutics (OVID)	0.0	$67k	+200%	30k	2.22	View chart
T1 Energy Com New (TE)	0.0	$48k	NEW	11k	4.39	View chart
I-80 Gold Corp (IAUX)	0.0	$48k		31k	1.52	View chart
Digi Pwr X Com Sub Vtg (DGXX)	0.0	$39k	NEW	19k	2.03	View chart
Sidus Space Cl A Com New (SIDU)	0.0	$23k	NEW	10k	2.32	View chart
Amc Entmt Hldgs Cl A New (AMC)	0.0	$12k	NEW	12k	0.98	View chart
Ocean Pwr Technologies Com New (OPTT)	0.0	$6.0k		17k	0.35	View chart
Xcf Global Com Cl A (SAFX)	0.0	$3.8k		11k	0.37	View chart

Past Filings by Sovereign Financial Group

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

Sovereign Financial Group 2026 Q1 filed April 17, 2026
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

View all past filings

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