Sovereign Financial Group, Inc. has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $426 Million distributed in 284 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $24.3M, Vanguard Growth ETF with a value of $23.8M, Vanguard Ftse Developed Market with a value of $21.6M, Ishares Core S&P 500 ETF with a value of $18.2M, and Invesco Qqq Trust, Series 1 with a value of $18M.
Examining the 13F form we can see an increase of $5.42M in the current position value, from $421M to 426M.
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
$426 Million
ETFs: $299 Million
Technology: $36.5 Million
Communication Services: $22.7 Million
Financial Services: $15.1 Million
Consumer Defensive: $12.2 Million
Industrials: $10.4 Million
Utilities: $9.05 Million
Consumer Cyclical: $8.53 Million
Other: $12.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
