Sovereign Financial Group, Inc. Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$485.1M
Holdings
313
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (313 positions)
| Stock | Value |
|---|---|
CRWVCOREWEAVE INC | $915K |
PRFINVESCO EXCHANGE TRADED FD T | $899K |
VTIVANGUARD INDEX FDS | $899K |
IAU*ISHARES GOLD TR | $887K |
RTXRTX CORPORATION | $870K |
FNDXSCHWAB STRATEGIC TR | $868K |
VOVANGUARD INDEX FDS | $865K |
IJHISHARES TR | $860K |
SHVISHARES TR | $857K |
BNDVANGUARD BD INDEX FDS | $852K |
IWFISHARES TR | $850K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $845K |
KOCOCA COLA CO | $843K |
PLTRPALANTIR TECHNOLOGIES INC | $840K |
JHMMJOHN HANCOCK EXCHANGE TRADED | $824K |
MOATVANECK ETF TRUST | $812K |
DDOMINION ENERGY INC | $790K |
TTTRANE TECHNOLOGIES PLC | $788K |
EMXCISHARES INC | $777K |
CATCATERPILLAR INC | $777K |
ORCLORACLE CORP | $768K |
VONGVANGUARD SCOTTSDALE FDS | $761K |
WMTWALMART INC | $739K |
QCOMQUALCOMM INC | $737K |
AEPAMERICAN ELEC PWR CO INC | $735K |
XLKSELECT SECTOR SPDR TR | $721K |
TLHISHARES TR | $707K |
UNHUNITEDHEALTH GROUP INC | $702K |
USMVISHARES TR | $698K |
MBBISHARES TR | $694K |
NEENEXTERA ENERGY INC | $674K |
IGOVISHARES TR | $671K |
CSCOCISCO SYS INC | $671K |
ABBVABBVIE INC | $661K |
AQLTISHARES TR | $651K |
HDVISHARES TR | $649K |
TSLATESLA INC | $645K |
MCDMCDONALDS CORP | $644K |
VCITVANGUARD SCOTTSDALE FDS | $644K |
XLUSELECT SECTOR SPDR TR | $642K |
DWDMORGAN STANLEY | $637K |
KELKELLANOVA | $634K |
GEGE AEROSPACE | $630K |
GLDMWORLD GOLD TR | $627K |
LLYELI LILLY & CO | $618K |
JNJJOHNSON & JOHNSON | $618K |
BMYBRISTOL-MYERS SQUIBB CO | $605K |
SPYMSPDR SERIES TRUST | $602K |
PEPPEPSICO INC | $601K |
IBBISHARES TR | $597K |
XLESELECT SECTOR SPDR TR | $591K |
DISDISNEY WALT CO | $584K |
SCHVSCHWAB STRATEGIC TR | $577K |
DFEBFIRST TR EXCHNG TRADED FD VI | $569K |
IYY*ISHARES TR | $568K |
FFEBFIRST TR EXCHNG TRADED FD VI | $567K |
BXBLACKSTONE INC | $565K |
CMCCOMMERCIAL METALS CO | $563K |
4I1PHILIP MORRIS INTL INC | $563K |
AXPAMERICAN EXPRESS CO | $563K |
UITBVICTORY PORTFOLIOS II | $561K |
AOKISHARES TR | $561K |
SLVISHARES SILVER TR | $558K |
VNQVANGUARD INDEX FDS | $553K |
ESGUISHARES TR | $544K |
VYMIVANGUARD WHITEHALL FDS | $538K |
SCHASCHWAB STRATEGIC TR | $535K |
SCHFSCHWAB STRATEGIC TR | $532K |
DGSWISDOMTREE TR | $531K |
VOTVANGUARD INDEX FDS | $528K |
VIOOVANGUARD ADMIRAL FDS INC | $524K |
DEDEERE & CO | $522K |
TQQQPROSHARES TR | $518K |
NVDLGRANITESHARES ETF TR | $515K |
SCHBSCHWAB STRATEGIC TR | $511K |
IWDISHARES TR | $509K |
VIGIVANGUARD WHITEHALL FDS | $509K |
BACVERIZON COMMUNICATIONS INC | $488K |
SPSMSPDR SERIES TRUST | $477K |
ARKKARK ETF TR | $471K |
HRLHORMEL FOODS CORP | $466K |
EPDENTERPRISE PRODS PARTNERS L | $464K |
ANETARISTA NETWORKS INC | $463K |
DFEWISDOMTREE TR | $463K |
SGOLETFS GOLD TR | $452K |
BLKBLACKROCK INC | $452K |
AOAISHARES TR | $451K |
ASMLASML HOLDING N V | $448K |
FSKFS KKR CAP CORP | $445K |
DTEDTE ENERGY CO | $442K |
CWTCALIFORNIA WTR SVC GROUP | $442K |
AMGNAMGEN INC | $440K |
IWMISHARES TR | $440K |
ADIANALOG DEVICES INC | $436K |
SCHDSCHWAB STRATEGIC TR | $433K |
IONQIONQ INC | $433K |
NOBLPROSHARES TR | $432K |
TXNTEXAS INSTRS INC | $431K |
TOLTOLL BROTHERS INC | $429K |
SPYDSPDR SERIES TRUST | $429K |