Sovereign Financial Group, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $421 Million distributed in 282 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 $23.6M, Vanguard Ftse Developed Market with a value of $23.5M, Vanguard Growth ETF with a value of $22.3M, Ishares Core S&P 500 ETF with a value of $18M, and Invesco Qqq Trust, Series 1 with a value of $16.9M.
Examining the 13F form we can see an increase of $24.7M in the current position value, from $396M to 421M.
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
$421 Million
ETFs: $296 Million
Technology: $32.8 Million
Communication Services: $20.1 Million
Financial Services: $14.3 Million
Consumer Defensive: $13.1 Million
Industrials: $11 Million
Utilities: $10 Million
Consumer Cyclical: $7.81 Million
Other: $15.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
