SF

Sovereign Financial Group, Inc.

13F
Sovereign Financial Group, Inc.
Last update 2025-04-11 286 Stocks (14 new)
Value $434.00 Mil Turnover 6 %
Countries:
Top Holdings: VEA(5.75%)SPY(5.45%)VUG(5.19%)VTV(4.26%)QQQ(3.83%)
Summary Stock Picks Current Portfolio
Sovereign Financial Group, Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VEA
Vanguard FTSE Developed Markets ETF
491,191
24,967.3
+8.57%
5.750
+0.45%
0.020
+14.06%
+21.03%
159,040.3
 
SPY
SPDR S&P 500 ETF Trust
42,328
23,677.7
+2.09%
5.450
+0.11%
0.000
+23.19%
+8.34%
646,990.0
 
VUG
Vanguard Growth ETF
60,780
22,538.3
+4.64%
5.190
+0.23%
0.010
+31.90%
+10.19%
168,163.2
 
VTV
Vanguard Value ETF
106,988
18,481.1
+6.38%
4.260
+0.26%
0.010
+13.11%
+6.68%
133,573.0
 
QQQ
INVESCO QQQ Trust
35,491
16,642.5
+0.84%
3.830
+0.03%
0.010
+30.63%
+10.84%
360,258.1
 
IVV
iShares Core S&P 500 ETF
28,705
16,129.1
-7.15%
3.710
-0.30%
0.000
+23.19%
+8.40%
638,025.1
 
AAPL
Apple Inc
56,809
12,619.0
+4.78%
2.910
+0.13%
0.000
+10.68%
-14.54%
3,188,873.5
Hardware
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
199,340
9,731.8
+11.49%
2.240
+0.23%
0.020
+1.07%
+1.99%
66,509.5
 
BSV
Vanguard Short-Term Bond ETF
117,054
9,163.0
+8.53%
2.110
+0.17%
0.030
+1.26%
+3.45%
38,511.3
 
GOOG
Alphabet Inc
58,173
9,088.4
+1.11%
2.090
+0.02%
0.000
+26.55%
-0.30%
2,292,640.5
Interactive Media

Sovereign Financial Group, Inc.'s Historical Top Holdings Breakdowns

Sovereign Financial Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.45%
●
47.4 ($50.6) 52.99
$57.16
12.95%
Add 8.57%
491,191
38,754
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.30%
●
554.06 ($590.51) 615.85
$634.15
7.39%
Reduce -7.15%
28,705
-2,209
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.26%
●
167.73 ($174.39) 179.21
$178.59
2.41%
Add 6.38%
106,988
6,414
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Add
Add
+0.23%
●
48.33 ($48.9) 49.5
$49.40
1.02%
Add 11.49%
199,340
20,542
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.23%
●
369.1 ($404.54) 427.61
$451.17
11.53%
Add 4.64%
60,780
2,696
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-03-31
Add
Add
+0.23%
●
48.43 ($49.09) 49.9
$50.13
2.11%
Add 14.08%
161,122
19,883
EFG
iShares MSCI EAFE Growth ETF
2025-03-31
Reduce
Reduce
-0.19%
●
96.1 ($101.94) 106.32
$110.66
8.55%
Reduce -47.46%
9,689
-8,753
IONQ
IonQ Inc
2025-03-31
Reduce
Reduce
-0.17%
●
18.27 ($32.4) 51.07
$46.74
44.26%
Reduce -52.23%
16,465
-18,001
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
New Buy
New Buy
+0.17%
●
97.25 ($101.36) 104.79
$100.03
-1.31%
New holding
7,086
7,086
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.17%
●
106.98 ($126.74) 149.43
$172.46
36.07%
Reduce -13.71%
34,452
-5,473

Sovereign Financial Group, Inc. Total Holding History ($B)

To

Sovereign Financial Group, Inc.'s Asset Allocation

To

Sovereign Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sovereign Financial Group, Inc.'s Hypothetical Growth since 2025-03-31

Sovereign Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Sovereign Financial Group, Inc.'s Holdings Heat Map

Size field:

Sovereign Financial Group, Inc.'s Holdings Bubble Chart

Sovereign Financial Group, Inc. News

  • 1

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