Notify me when Sovereign Financial Group, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 345 | $561,132,257 | +$28,133,464 | -$11,831,999 | +$16,301,465 | VEA, VUG, SPY, QQQ, VTV | 13F-HR | 07 Jan 2026, 17:04 |
| Q3 2025 | 327 | $534,071,249 | +$31,620,273 | -$19,173,096 | +$12,447,177 | VEA, VUG, SPY, QQQ, VTV | 13F-HR | 17 Oct 2025, 10:47 |
| Q2 2025 | 313 | $485,143,884 | +$25,538,964 | -$9,104,550 | +$16,434,414 | VEA, VUG, SPY, QQQ, VTV | 13F-HR | 25 Jul 2025, 09:24 |
| Q1 2025 | 285 | $434,203,715 | +$24,941,284 | -$13,786,053 | +$11,155,231 | VEA, SPY, VUG, VTV, QQQ | 13F-HR | 11 Apr 2025, 10:39 |
| Q4 2024 | 284 | $435,598,475 | +$18,927,222 | -$9,241,406 | +$9,685,816 | SPY, VUG, VEA, IVV, QQQ | 13F-HR | 14 Jan 2025, 06:12 |
| Q3 2024 | 282 | $427,844,004 | +$21,203,008 | -$14,220,650 | +$6,982,358 | SPY, VEA, VUG, IVV, QQQ | 13F-HR | 08 Oct 2024, 16:25 |
| Q2 2024 | 279 | $401,194,107 | +$30,381,781 | -$11,305,162 | +$19,076,619 | SPY, VUG, VEA, IVV, QQQ | 13F-HR | 15 Jul 2024, 08:16 |
| Q1 2024 | 286 | $376,753,946 | +$36,897,343 | -$9,082,449 | +$27,814,894 | SPY, VEA, VUG, IVV, QQQ | 13F-HR | 15 Apr 2024, 14:31 |
| Q4 2023 | 245 | $327,928,774 | +$36,875,863 | -$13,638,814 | +$23,237,049 | SPY, VEA, IVV, VUG, QQQ | 13F-HR | 06 Feb 2024, 16:54 |
| Q3 2023 | 226 | $280,927,840 | +$19,100,805 | -$32,420,660 | -$13,319,855 | SPY, VEA, IVV, VUG, VTV | 13F-HR | 03 Nov 2023, 10:08 |
| Q2 2023 | 231 | $306,855,432 | +$34,062,922 | -$8,769,050 | +$25,293,872 | SPY, VEA, IVV, VUG, AAPL | 13F-HR | 31 Jul 2023, 13:28 |
| Q1 2023 | 215 | $269,355,258 | +$18,921,154 | -$17,244,787 | +$1,676,367 | SPY, IVV, VEA, AAPL, VUG | 13F-HR | 04 May 2023, 17:11 |
| Q4 2022 | 220 | $253,818,118 | +$25,853,927 | -$33,133,216 | -$7,279,289 | SPY, IVV, AAPL, VEA, BSV | 13F-HR | 13 Feb 2023, 17:55 |
| Q3 2022 | 204 | $246,546,000 | +$23,159,943 | -$7,926,506 | +$15,233,437 | SPY, VEA, IVV, BSV, VUG | 13F-HR | 14 Nov 2022, 13:09 |
| Q2 2022 | 211 | $253,205,000 | +$31,050,336 | -$12,256,696 | +$18,793,640 | SPY, VEA, IVV, BSV, AAPL | 13F-HR | 15 Aug 2022, 12:12 |
| Q1 2022 | 217 | $269,640,000 | +$56,780,303 | -$18,578,609 | +$38,201,694 | SPY, VEA, AAPL, IVV, VOO | 13F-HR | 16 May 2022, 13:52 |
| Q4 2021 | 206 | $244,530,000 | +$69,026,216 | -$11,135,265 | +$57,890,951 | SPY, IVV, AAPL, VOO, UPS | 13F-HR | 14 Feb 2022, 20:47 |
| Q3 2021 | 168 | $173,905,000 | +$20,252,793 | -$18,260,094 | +$1,992,699 | SPY, IVV, IGSB, VTIP, UPS | 13F-HR | 12 Nov 2021, 17:16 |
| Q2 2021 | 167 | $161,796,000 | +$5,038,307 | -$1,738 | +$5,036,569 | SPY, IVV, UPS, IGSB, AAPL | 13F-HR | 12 Aug 2021, 09:42 |
| Q1 2021 | 167 | $160,045,000 | +$23,952,648 | -$8,165,018 | +$15,787,630 | SPY, IVV, UPS, IGSB, AAPL | 13F-HR | 17 May 2021, 16:11 |
| Q4 2020 | 137 | $138,851,000 | $0 | $0 | $0 | SPY, IVV, IGSB, SCHG, AAPL | 13F-HR | 12 Feb 2021, 17:31 |