Sovereign Financial Group, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Stamford, CT
CIK
0001846175
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 245 327,928 SPY, VEA, IVV, VUG 13F-HR 2/6/2024 000195175724000224
Q3 2023 226 280,927 SPY, VEA, IVV, VUG 13F-HR 11/3/2023 000195175723000682
Q2 2023 231 306,855 SPY, VEA, IVV, VUG 13F-HR 7/31/2023 000195175723000462
Q1 2023 215 269,355 SPY, IVV, VEA, AAPL 13F-HR 5/4/2023 000195175723000271
Q4 2022 220 253,818 SPY, IVV, AAPL, VEA 13F-HR 2/13/2023 000184617523000001
Q3 2022 204 246,546 SPY, VEA, IVV, BSV 13F-HR 11/14/2022 000184617522000004
Q2 2022 210 253,797 SPY, VEA, IVV, BSV 13F-HR 8/15/2022 000184617522000003
Q1 2022 217 269,891 SPY, VEA, AAPL, IVV 13F-HR 5/16/2022 000184617522000002
Q4 2021 208 248,955 SPY, IVV, AAPL, VOO 13F-HR 2/14/2022 000184617522000001
Q3 2021 168 173,905 SPY, IVV, IGSB, VTIP 13F-HR 11/12/2021 000176809521000006
Q2 2021 167 165,203 SPY, IVV, UPS, IGSB 13F-HR 8/12/2021 000184617521000003
Q1 2021 167 160,045 SPY, IVV, UPS, IGSB 13F-HR 5/17/2021 000184617521000002
Q4 2020 137 138,851 SPY, IVV, IGSB, SCHG 13F-HR 2/16/2021 000184617521000001