Sovereign Financial Group, Inc. Q1 2025 Filing
Filed April 11, 2025
Portfolio Value
$434.2M
Holdings
286
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (286 positions)
| Stock | Value |
|---|---|
IYWISHARES TR | $861K |
PRFINVESCO EXCHANGE TRADED FD T | $847K |
IAU*ISHARES GOLD TR | $845K |
BMYBRISTOL-MYERS SQUIBB CO | $841K |
KOCOCA COLA CO | $841K |
IBITISHARES BITCOIN TRUST ETF | $818K |
MOATVANECK ETF TRUST | $803K |
VOVANGUARD INDEX FDS | $784K |
SCHGSCHWAB STRATEGIC TR | $784K |
JHMMJOHN HANCOCK EXCHANGE TRADED | $772K |
RTXRTX CORPORATION | $771K |
SHVISHARES TR | $750K |
IWFISHARES TR | $746K |
IJHISHARES TR | $744K |
MCDMCDONALDS CORP | $743K |
TLHISHARES TR | $735K |
USMVISHARES TR | $701K |
MBBISHARES TR | $700K |
ABBVABBVIE INC | $692K |
VONGVANGUARD SCOTTSDALE FDS | $687K |
XLUSELECT SECTOR SPDR TR | $685K |
PEPPEPSICO INC | $675K |
HDVISHARES TR | $671K |
VTIVANGUARD INDEX FDS | $669K |
WMTWALMART INC | $668K |
NEENEXTERA ENERGY INC | $665K |
KELKELLANOVA | $659K |
MUMICRON TECHNOLOGY INC | $656K |
CATCATERPILLAR INC | $655K |
EMXCISHARES INC | $653K |
JNJJOHNSON & JOHNSON | $651K |
AEPAMERICAN ELEC PWR CO INC | $651K |
GEVGE VERNOVA INC | $649K |
GLDMWORLD GOLD TR | $643K |
QCOMQUALCOMM INC | $640K |
VCITVANGUARD SCOTTSDALE FDS | $629K |
IGOVISHARES TR | $621K |
IBBISHARES TR | $621K |
XLESELECT SECTOR SPDR TR | $619K |
TTTRANE TECHNOLOGIES PLC | $616K |
LLYELI LILLY & CO | $615K |
CSCOCISCO SYS INC | $611K |
ESGUISHARES TR | $607K |
TSLATESLA INC | $565K |
UITBVICTORY PORTFOLIOS II | $556K |
SPYMSPDR SER TR | $555K |
VNQVANGUARD INDEX FDS | $552K |
HRLHORMEL FOODS CORP | $548K |
DFEBFIRST TR EXCHNG TRADED FD VI | $548K |
IYY*ISHARES TR | $541K |
GEGE AEROSPACE | $539K |
FFEBFIRST TR EXCHNG TRADED FD VI | $538K |
XLKSELECT SECTOR SPDR TR | $529K |
CMCCOMMERCIAL METALS CO | $529K |
BXBLACKSTONE INC | $523K |
SCHVSCHWAB STRATEGIC TR | $520K |
CWTCALIFORNIA WTR SVC GROUP | $518K |
IWDISHARES TR | $513K |
EPDENTERPRISE PRODS PARTNERS L | $511K |
BACVERIZON COMMUNICATIONS INC | $503K |
ORCLORACLE CORP | $500K |
AMGNAMGEN INC | $498K |
4I1PHILIP MORRIS INTL INC | $495K |
VYMIVANGUARD WHITEHALL FDS | $495K |
SLVISHARES SILVER TR | $493K |
DEDEERE & CO | $493K |
FSKFS KKR CAP CORP | $486K |
CVXCHEVRON CORP NEW | $484K |
VIOOVANGUARD ADMIRAL FDS INC | $484K |
DGSWISDOMTREE TR | $477K |
OTISOTIS WORLDWIDE CORP | $465K |
DTEDTE ENERGY CO | $462K |
SCHBSCHWAB STRATEGIC TR | $462K |
SPSMSPDR SER TR | $456K |
DISDISNEY WALT CO | $453K |
VOTVANGUARD INDEX FDS | $452K |
SPYDSPDR SER TR | $446K |
NOBLPROSHARES TR | $441K |
PYLDPIMCO ETF TR | $441K |
CONCONCENTRA GROUP HOLDINGS PAR | $441K |
AXPAMERICAN EXPRESS CO | $433K |
SGOLETFS GOLD TR | $422K |
SEMSELECT MED HLDGS CORP | $421K |
VIGIVANGUARD WHITEHALL FDS | $421K |
MRKMERCK & CO INC | $421K |
SCHDSCHWAB STRATEGIC TR | $420K |
AOAISHARES TR | $418K |
CBUCOMMUNITY FINANCIAL SYSTEM I | $415K |
AOKISHARES TR | $414K |
SCHASCHWAB STRATEGIC TR | $407K |
DFEWISDOMTREE TR | $405K |
STIPISHARES TR | $404K |
VLOVALERO ENERGY CORP | $401K |
DSIISHARES TR | $397K |
IWMISHARES TR | $395K |
PFEPFIZER INC | $394K |
VGKVANGUARD INTL EQUITY INDEX F | $391K |
HONHONEYWELL INTL INC | $389K |
PEYINVESCO EXCHANGE TRADED FD T | $385K |
MCXMCCORMICK & CO INC | $383K |