Sovereign Financial Group, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 14, 2025
Value $
$436M
Signature - Title
Deanna Hutchinson - Chief Compliance Officer
Location
Stamford, CT
Summary
This page shows a list of all the recent 13F filings made by Sovereign Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sovereign Financial Group, Inc. reported 284 stock holdings with total value $436M as of Q4 2024. Top holdings included SPY, VUG, VEA, IVV, and QQQ.
Holdings Value