Sovereign Financial Group, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 15, 2024
Value $
$401M
Signature - Title
Deanna Hutchinson - Chief Compliance Officer
Location
35 West Broad Street, Suite 100, Stamford, CT
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 279 $401M +$30.4M -$11.3M +$19.1M SPY, VUG, VEA, IVV, QQQ 13F-HR 7/15/2024, 08:16 AM
Q1 2024 286 $377M +$36.9M -$9.08M +$27.8M SPY, VEA, VUG, IVV, QQQ 13F-HR 4/15/2024, 02:31 PM
Q4 2023 245 $328M +$36.9M -$13.6M +$23.2M SPY, VEA, IVV, VUG, QQQ 13F-HR 2/6/2024, 04:54 PM
Q3 2023 226 $281M +$19.1M -$32.4M -$13.3M SPY, VEA, IVV, VUG, VTV 13F-HR 11/3/2023, 10:08 AM
Q2 2023 231 $307M +$34.1M -$8.77M +$25.3M SPY, VEA, IVV, VUG, AAPL 13F-HR 7/31/2023, 01:28 PM
Q1 2023 215 $269M +$18.9M -$17.2M +$1.68M SPY, IVV, VEA, AAPL, VUG 13F-HR 5/4/2023, 05:11 PM
Q4 2022 220 $254M +$25.9M -$33.1M -$7.28M SPY, IVV, AAPL, VEA, BSV 13F-HR 2/13/2023, 05:55 PM
Q3 2022 204 $247M +$17.2M -$7.93M +$9.29M SPY, VEA, IVV, BSV, VUG 13F-HR 11/14/2022, 01:09 PM
Q2 2022 210 $248M +$28.9M -$12.3M +$16.7M SPY, VEA, IVV, BSV, AAPL 13F-HR 8/15/2022, 12:12 PM
Q1 2022 216 $270M +$56.8M -$18.6M +$38.2M SPY, VEA, AAPL, IVV, VOO 13F-HR 5/16/2022, 01:52 PM
Q4 2021 206 $245M +$69M -$11.1M +$57.9M SPY, IVV, AAPL, VOO, UPS 13F-HR 2/14/2022, 08:47 PM
Q3 2021 168 $174M +$20.8M -$18.8M +$1.98M SPY, IVV, IGSB, VTIP, UPS 13F-HR 11/12/2021, 05:16 PM
Q2 2021 162 $164M +$5.04M -$1.74K +$5.04M SPY, IVV, UPS, IGSB, AAPL 13F-HR 8/12/2021, 09:42 AM
Q1 2021 167 $160M +$24M -$8.17M +$15.8M SPY, IVV, UPS, IGSB, AAPL 13F-HR 5/17/2021, 04:11 PM
Q4 2020 137 $139M $0 $0 SPY, IVV, IGSB, SCHG, AAPL 13F-HR 2/12/2021, 05:31 PM