Sovereign Financial Group, Inc. has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $514 Million distributed in 327 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $30.7M, Vanguard Growth ETF with a value of $29.6M, Spdr S&P 500 ETF Trust with a value of $27.3M, Invesco Qqq Trust, Series 1 with a value of $21.5M, and Vanguard Value ETF with a value of $20.9M.
Examining the 13F form we can see an increase of $43.6M in the current position value, from $470M to 514M.
Sovereign Financial Group, Inc. is based out at Stamford, CT
Below you can find more details about Sovereign Financial Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$514 Million
ETFs: $365 Million
Technology: $44.1 Million
Communication Services: $29.8 Million
Financial Services: $17.8 Million
Consumer Defensive: $11.8 Million
Industrials: $10.7 Million
Utilities: $10.3 Million
Consumer Cyclical: $9.16 Million
Other: $15.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
