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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, SPY, VUG, VTV, QQQ, and represent 24.48% of Sovereign Financial Group's stock portfolio.
Added to shares of these 10 stocks: VEA, VTV, BNDX, VUG, VTIP, TLH, BSV, TBIL, BLV, OEF.
Started 15 new stock positions in HSAI, UBER, VGK, EFAV, KR, TLH, ET, HEFA, Tesla Motors Inc cmn, TMUS. PYLD, YINN, PSX, WM, THG.
Reduced shares in these 10 stocks: IVV, EFG, VRT, NVDA, EFV, ARM, OKLO, BBAI, IONQ, GS.
Sold out of its positions in OKLO, AMAT, ARM, DD, QBTS, EMR, JEPQ, MOD, OSS, OKE. QUBT, RGTI, VRT.
Sovereign Financial Group was a net buyer of stock by $11M.
Sovereign Financial Group has $434M in assets under management (AUM), dropping by -0.32%.
Central Index Key (CIK): 0001846175

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Portfolio Holdings for Sovereign Financial Group

Sovereign Financial Group holds 286 positions in its portfolio as reported in the March 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)	5.7	$25M	+8%	491k	50.83	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.5	$24M	+2%	42k	559.39	View chart
Vanguard Index Fds Growth Etf (VUG)	5.2	$23M	+4%	61k	370.82	View chart
Vanguard Index Fds Value Etf (VTV)	4.3	$19M	+6%	107k	172.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$17M		36k	468.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.7	$16M	-7%	29k	561.89	View chart
Apple (AAPL)	2.9	$13M	+4%	57k	222.13	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.2	$9.7M	+11%	199k	48.82	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.1	$9.2M	+8%	117k	78.28	View chart
Alphabet Cap Stk Cl C (GOOG)	2.1	$9.1M		58k	156.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$8.6M	+6%	190k	45.26	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.9	$8.0M	+14%	161k	49.90	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.7	$7.2M	+4%	123k	58.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$6.2M	+5%	28k	221.75	View chart
Microsoft Corporation (MSFT)	1.3	$5.8M	+5%	16k	375.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$5.8M		37k	154.64	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.2	$5.2M	+12%	67k	76.57	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$5.1M	+9%	40k	128.96	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.0	$4.5M	+13%	97k	46.31	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.0	$4.2M	+17%	60k	70.42	View chart
RBB Us Treas 3 Mnth (TBIL)	1.0	$4.2M	+20%	84k	50.01	View chart
Ishares Tr Residential Mult (REZ)	1.0	$4.2M	+10%	48k	86.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$3.9M	-3%	7.7k	513.91	View chart
NVIDIA Corporation (NVDA)	0.9	$3.7M	-13%	35k	108.38	View chart
Amazon (AMZN)	0.8	$3.5M		19k	190.26	View chart
Southern Company (SO)	0.8	$3.4M	-5%	37k	91.95	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.8	$3.3M	+7%	65k	50.87	View chart
Ishares Tr Core Total Usd (IUSB)	0.8	$3.3M		71k	46.08	View chart
Mastercard Incorporated Cl A (MA)	0.7	$2.9M		5.4k	548.13	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.7M		23k	118.93	View chart
United Parcel Service CL B (UPS)	0.6	$2.4M		22k	109.99	View chart
Consolidated Edison (ED)	0.5	$2.3M		21k	110.59	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$2.2M	-3%	24k	92.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$2.2M	+11%	13k	170.89	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.5	$2.1M	+27%	42k	50.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.0M	+40%	3.8k	532.58	View chart
Visa Com Cl A (V)	0.5	$2.0M	-11%	5.8k	350.47	View chart
Church & Dwight (CHD)	0.4	$2.0M	+2%	18k	110.09	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$1.9M	+4%	20k	99.88	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$1.9M		15k	127.08	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.4	$1.9M	+6%	39k	49.36	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$1.9M	+16%	36k	52.37	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$1.9M	+30%	37k	50.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.9M		6.5k	288.14	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$1.8M	-4%	37k	48.76	View chart
Meta Platforms Cl A (META)	0.4	$1.7M	-10%	3.0k	576.35	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.4	$1.7M	+5%	34k	50.66	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.4	$1.7M		17k	99.98	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$1.7M	+5%	8.0k	210.94	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.6M	+6%	6.7k	245.30	View chart
Costco Wholesale Corporation (COST)	0.4	$1.6M		1.7k	945.98	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$1.6M	-5%	5.2k	308.88	View chart
Bank of America Corporation (BAC)	0.4	$1.6M		38k	41.73	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$1.6M	-24%	26k	58.94	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$1.5M	+14%	27k	57.14	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.5M	+32%	8.1k	190.59	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.5M	-6%	20k	75.65	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.3	$1.5M		18k	82.78	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.3	$1.5M		13k	114.00	View chart
Kimberly-Clark Corporation (KMB)	0.3	$1.4M		10k	142.22	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$1.4M	-11%	6.7k	211.48	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.3	$1.4M		29k	48.43	View chart
Vanguard World Utilities Etf (VPU)	0.3	$1.4M		8.1k	170.81	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$1.4M	-2%	15k	92.29	View chart
General Mills (GIS)	0.3	$1.3M		21k	59.79	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$1.3M	-3%	11k	111.09	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.2M		10k	122.01	View chart
Home Depot (HD)	0.3	$1.2M	-3%	3.4k	366.50	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.2M		15k	81.73	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.3	$1.2M		23k	53.22	View chart
At&t (T)	0.3	$1.2M	-21%	41k	28.28	View chart
International Business Machines (IBM)	0.3	$1.1M	-4%	4.6k	248.63	View chart
UnitedHealth (UNH)	0.3	$1.1M	+4%	2.2k	523.71	View chart
Netflix (NFLX)	0.3	$1.1M	+103%	1.2k	932.53	View chart
Broadcom (AVGO)	0.3	$1.1M	+11%	6.6k	167.44	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.1M	+33%	21k	53.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.1M		5.7k	194.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.1M		2.0k	542.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.1M	-7%	14k	78.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.1M		10k	104.57	View chart
Allstate Corporation (ALL)	0.2	$1.0M		5.0k	207.06	View chart
CSX Corporation (CSX)	0.2	$1.0M	-3%	34k	29.43	View chart
Highland Global mf closed and mf open (HGLB)	0.2	$1000k	+4%	120k	8.33	View chart
Procter & Gamble Company (PG)	0.2	$981k	+20%	5.8k	170.41	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$976k	+6%	2.3k	419.85	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$969k	-47%	9.7k	100.00	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$962k		1.8k	533.33	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$935k		24k	39.36	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$910k		12k	73.45	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.2	$900k	+11%	8.5k	105.53	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$900k		11k	80.37	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$896k	+217%	3.3k	270.87	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$895k	+2%	4.4k	202.15	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$890k	+6%	38k	23.61	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.2	$884k		20k	43.88	View chart
Dominion Resources (D)	0.2	$869k	-6%	16k	56.07	View chart
Public Service Enterprise (PEG)	0.2	$864k		11k	82.30	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$861k	-5%	20k	43.70	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$861k	-3%	6.1k	140.44	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$848k		21k	40.41	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$845k	+37%	14k	58.96	View chart
Bristol Myers Squibb (BMY)	0.2	$841k	-3%	14k	60.99	View chart
Coca-Cola Company (KO)	0.2	$841k		12k	71.62	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$818k	+4%	18k	46.81	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$803k	+8%	9.1k	88.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$784k	-2%	3.0k	258.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$784k	-12%	31k	25.04	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$773k		14k	57.30	View chart
Raytheon Technologies Corp (RTX)	0.2	$771k	-2%	5.8k	132.46	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$750k		6.8k	110.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$746k	-3%	2.1k	361.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$745k	-8%	13k	58.35	View chart
McDonald's Corporation (MCD)	0.2	$743k		2.4k	312.43	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$735k	NEW	7.1k	103.74	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$701k	-2%	7.5k	93.66	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$700k	-26%	7.5k	93.78	View chart
Abbvie (ABBV)	0.2	$692k		3.3k	209.53	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$687k	+8%	7.4k	92.79	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$685k	+20%	8.7k	78.85	View chart
Pepsi (PEP)	0.2	$675k	+4%	4.5k	149.96	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$671k		5.5k	121.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$669k	-23%	2.4k	274.82	View chart
Wal-Mart Stores (WMT)	0.2	$668k	-3%	7.6k	87.79	View chart
Nextera Energy (NEE)	0.2	$665k		9.4k	70.89	View chart
Kellogg Company (K)	0.2	$659k	-7%	8.0k	82.49	View chart
Micron Technology (MU)	0.2	$657k	+20%	7.6k	86.89	View chart
Caterpillar (CAT)	0.2	$655k	+10%	2.0k	329.73	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$653k	-21%	12k	55.09	View chart
Johnson & Johnson (JNJ)	0.2	$651k		3.9k	165.84	View chart
American Electric Power Company (AEP)	0.1	$651k	+36%	6.0k	109.26	View chart
Ge Vernova (GEV)	0.1	$650k	-25%	2.1k	305.21	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$643k	+3%	10k	61.89	View chart
Qualcomm (QCOM)	0.1	$640k		4.2k	153.61	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$629k		7.7k	81.76	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.1	$621k	-3%	16k	39.42	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$621k	-2%	4.9k	127.90	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$619k	+20%	6.6k	93.45	View chart
Trane Technologies SHS (TT)	0.1	$616k		1.8k	336.92	View chart
Eli Lilly & Co. (LLY)	0.1	$615k		744.00	826.06	View chart
Cisco Systems (CSCO)	0.1	$611k	-2%	9.9k	61.71	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$607k	+4%	5.0k	121.91	View chart
Tesla Motors (TSLA)	0.1	$565k	+9%	2.2k	259.16	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$556k		12k	46.94	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$555k	-3%	8.4k	65.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$552k	-6%	6.1k	90.54	View chart
Hormel Foods Corporation (HRL)	0.1	$548k	+2%	18k	30.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$548k	-3%	13k	42.15	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$541k		4.0k	136.10	View chart
Ge Aerospace Com New (GE)	0.1	$539k		2.7k	200.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$538k	-5%	11k	48.79	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$529k	+33%	2.6k	206.51	View chart
Commercial Metals Company (CMC)	0.1	$529k	+13%	12k	46.01	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$523k		3.7k	139.78	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$521k	-25%	20k	26.58	View chart
California Water Service (CWT)	0.1	$518k	-4%	11k	48.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$514k	-4%	2.7k	188.16	View chart
Enterprise Products Partners (EPD)	0.1	$511k	+3%	15k	34.14	View chart
Verizon Communications (VZ)	0.1	$503k	-4%	11k	45.36	View chart
Oracle Corporation (ORCL)	0.1	$500k		3.6k	139.81	View chart
Amgen (AMGN)	0.1	$499k		1.6k	311.55	View chart
Philip Morris International (PM)	0.1	$495k	-2%	3.1k	158.73	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$495k		6.7k	73.69	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$493k	+8%	16k	30.99	View chart
Deere & Company (DE)	0.1	$493k		1.1k	469.25	View chart
Fs Kkr Capital Corp (FSK)	0.1	$486k		23k	20.95	View chart
Chevron Corporation (CVX)	0.1	$484k	+7%	2.9k	167.31	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$484k		5.0k	96.51	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$477k	-6%	9.9k	48.31	View chart
Otis Worldwide Corp (OTIS)	0.1	$465k		4.5k	103.20	View chart
DTE Energy Company (DTE)	0.1	$462k		3.3k	138.27	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$462k		22k	21.53	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$456k		11k	40.76	View chart
Walt Disney Company (DIS)	0.1	$453k		4.6k	98.69	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$452k		1.8k	244.64	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$446k		10k	44.26	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$442k		4.3k	102.17	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$441k	NEW	17k	26.35	View chart
Concentra Group Holdings Par Common Stock (CON)	0.1	$441k		20k	21.70	View chart
American Express Company (AXP)	0.1	$433k		1.6k	269.06	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$422k	+4%	14k	29.82	View chart
Select Medical Holdings Corporation (SEM)	0.1	$421k		25k	16.70	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$421k	+13%	5.1k	82.94	View chart
Merck & Co (MRK)	0.1	$421k	+3%	4.7k	89.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$421k	+6%	15k	27.96	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$418k	-2%	5.5k	76.51	View chart
Community Bank System (CBU)	0.1	$415k		7.3k	56.86	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$414k	+33%	11k	37.63	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$407k		17k	23.43	View chart
Wisdomtree Tr Europe Smcp Dv (DFE)	0.1	$405k	-12%	6.6k	60.96	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$405k	-5%	3.9k	103.47	View chart
Valero Energy Corporation (VLO)	0.1	$402k		3.0k	132.07	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$397k		3.9k	102.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$395k	+20%	2.0k	199.49	View chart
Pfizer (PFE)	0.1	$394k	-4%	16k	25.34	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$391k	NEW	5.6k	70.21	View chart
Honeywell International (HON)	0.1	$389k	-6%	1.8k	211.77	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$385k		18k	21.47	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$383k		4.6k	82.31	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$382k	+6%	6.3k	60.61	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.1	$378k		8.5k	44.54	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$377k	-18%	7.5k	50.23	View chart
Texas Instruments Incorporated (TXN)	0.1	$371k	-7%	2.1k	179.70	View chart
Colgate-Palmolive Company (CL)	0.1	$370k	-6%	4.0k	93.70	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$370k	+17%	558.00	662.83	View chart
Vanguard World Health Car Etf (VHT)	0.1	$369k	+24%	1.4k	264.78	View chart
Kkr & Co (KKR)	0.1	$368k		3.2k	115.61	View chart
Ionq Inc Pipe (IONQ)	0.1	$363k	-52%	17k	22.07	View chart
Omega Healthcare Investors (OHI)	0.1	$361k	+7%	9.5k	38.08	View chart
Blackrock (BLK)	0.1	$360k	+18%	380.00	946.50	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$350k		5.2k	67.85	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$345k	+11%	7.4k	46.67	View chart
Ford Motor Company (F)	0.1	$340k	+7%	34k	10.03	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$337k		5.4k	62.10	View chart
salesforce (CRM)	0.1	$336k	+4%	1.3k	268.36	View chart
Hubbell (HUBB)	0.1	$330k		998.00	330.91	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$329k	NEW	9.1k	36.29	View chart
Analog Devices (ADI)	0.1	$328k	+5%	1.6k	201.73	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$324k		6.8k	47.58	View chart
Public Storage (PSA)	0.1	$322k	-2%	1.1k	299.29	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$322k		6.3k	51.45	View chart
Direxion Shs Etf Tr Dl Ftse Bull 3x (YINN)	0.1	$321k	NEW	7.7k	41.47	View chart
Uber Technologies (UBER)	0.1	$321k	NEW	4.4k	72.86	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$320k	-35%	3.5k	91.03	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$311k	-47%	5.4k	57.30	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$305k		5.0k	60.62	View chart
Realty Income (O)	0.1	$303k		5.2k	58.01	View chart
Altria (MO)	0.1	$303k	-16%	5.1k	60.02	View chart
Essex Property Trust (ESS)	0.1	$299k	+13%	974.00	306.63	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$297k		5.8k	51.18	View chart
Eaton Corp SHS (ETN)	0.1	$296k	-21%	1.1k	271.88	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$296k	+3%	4.2k	69.81	View chart
Toll Brothers (TOL)	0.1	$293k	+20%	2.8k	105.58	View chart
Servicenow (NOW)	0.1	$292k		367.00	796.14	View chart
Palantir Technologies Cl A (PLTR)	0.1	$289k	+10%	3.4k	84.40	View chart
Cummins (CMI)	0.1	$287k		914.00	313.44	View chart
DNP Select Income Fund (DNP)	0.1	$284k		29k	9.89	View chart
ConocoPhillips (COP)	0.1	$280k		2.7k	105.02	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$279k		2.9k	95.37	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.1	$278k	+10%	28k	9.96	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$276k		4.8k	57.57	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.1	$274k		7.3k	37.40	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$274k	-2%	3.5k	78.88	View chart
Iron Mountain (IRM)	0.1	$271k		3.1k	86.04	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$268k	-46%	5.9k	45.07	View chart
Intel Corporation (INTC)	0.1	$262k	-4%	12k	22.71	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$261k	+2%	1.8k	145.98	View chart
Metropcs Communications (TMUS)	0.1	$260k	NEW	974.00	266.71	View chart
Carrier Global Corporation (CARR)	0.1	$255k		4.0k	63.40	View chart
Travelers Companies (TRV)	0.1	$255k		964.00	264.46	View chart
Wp Carey (WPC)	0.1	$251k	-11%	4.0k	63.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$249k	-53%	6.0k	41.47	View chart
Ringcentral Cl A (RNG)	0.1	$249k		10k	24.76	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$246k	-5%	7.6k	32.36	View chart
Kroger (KR)	0.1	$245k	NEW	3.6k	67.68	View chart
Norfolk Southern (NSC)	0.1	$244k		1.0k	236.85	View chart
Docusign (DOCU)	0.1	$244k	-7%	3.0k	81.39	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$242k		4.9k	49.62	View chart
New Jersey Resources Corporation (NJR)	0.1	$235k		4.8k	49.06	View chart
Advanced Micro Devices (AMD)	0.1	$230k	-25%	2.2k	102.74	View chart
General Motors Company (GM)	0.1	$229k		4.9k	47.03	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$228k		3.5k	65.17	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$222k		2.7k	82.73	View chart
Starbucks Corporation (SBUX)	0.1	$220k		2.2k	98.07	View chart
Hanover Insurance (THG)	0.1	$219k	NEW	1.3k	173.95	View chart
Waste Management (WM)	0.0	$214k	NEW	923.00	231.51	View chart
Lowe's Companies (LOW)	0.0	$214k	-4%	916.00	233.24	View chart
Phillips 66 (PSX)	0.0	$212k	NEW	1.7k	123.48	View chart
Wells Fargo & Company (WFC)	0.0	$209k	-2%	2.9k	71.79	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$209k	-2%	4.2k	49.16	View chart
Spdr Ser Tr S&p Bk Etf (KBE)	0.0	$208k		3.9k	52.95	View chart
Mainstay Cbre Global (MEGI)	0.0	$205k		15k	13.31	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$205k	NEW	2.6k	77.92	View chart
Target Corporation (TGT)	0.0	$203k		1.9k	104.36	View chart
Goldman Sachs (GS)	0.0	$201k	-65%	368.00	546.86	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$196k	NEW	11k	18.59	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$176k	+4%	16k	11.20	View chart
Purecycle Technologies (PCT)	0.0	$165k		24k	6.92	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.0	$156k		12k	12.86	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.0	$152k		11k	14.34	View chart
Hesai Group Sponsored Ads (HSAI)	0.0	$148k	NEW	10k	14.80	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$134k	-76%	47k	2.86	View chart
Nexpoint Diversified Rel Et Com New (NXDT)	0.0	$123k	-10%	32k	3.83	View chart
Opko Health (OPK)	0.0	$33k		20k	1.66	View chart
Tesla Put Put Option (Principal)	0.0	$16k	NEW	50k	0.31	View chart
I-80 Gold Corp (IAUX)	0.0	$12k	+4%	20k	0.58	View chart
Ocean Pwr Technologies Com New (OPTT)	0.0	$6.8k		15k	0.46	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 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
Sovereign Financial Group 2021 Q3 filed Nov. 12, 2021
Sovereign Financial Group 2021 Q2 filed Aug. 12, 2021

View all past filings

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