CIK 1846175
Sovereign Financial Group, Inc.
Institutional 13F holdings & portfolio
Holdings
349
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 349
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SGDM | SPROTT ETF TRUST | 15K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 12K | $1M+ | SH |
| TIP | ISHARES TR | 9K | $1M+ | SH |
| IWM | ISHARES TR | 4K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 11K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 16K | $1M+ | SH |
| KO | COCA COLA CO | 14K | $1M+ | SH |
| VSMV | VICTORY PORTFOLIOS II | 18K | $500K+ | SH |
| THRO | BLACKROCK ETF TRUST | 25K | $500K+ | SH |
| GIS | GENERAL MLS INC | 21K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 19K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 12K | $500K+ | SH |
| BAI | BLACKROCK ETF TRUST | 29K | $500K+ | SH |
| IWF | ISHARES TR | 2K | $500K+ | SH |
| GEV | GE VERNOVA INC | 1K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 13K | $500K+ | SH |
| IJH | ISHARES TR | 14K | $500K+ | SH |
| T | AT&T INC | 36K | $500K+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 7K | $500K+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 8K | $500K+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 14K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| WMT | WALMART INC | 8K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| MS | MORGAN STANLEY | 5K | $500K+ | SH |
| USDU | WISDOMTREE TR | 33K | $500K+ | SH |
| LLY | ELI LILLY & CO | 800 | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 3K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 6K | $500K+ | SH |
| D | DOMINION ENERGY INC | 14K | $500K+ | SH |
| TBLL | INVESCO EXCH TRADED FD TR II | 8K | $500K+ | SH |
| CSCO | CISCO SYS INC | 10K | $500K+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 10K | $500K+ | SH |
| CMC | COMMERCIAL METALS CO | 12K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 10K | $500K+ | SH |
| IBB | ISHARES TR | 5K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| XLU | SELECT SECTOR SPDR TR | 18K | $500K+ | SH |
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |
| KORU | DIREXION SHS ETF TR | 4K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 2K | $500K+ | SH |
| SHV | ISHARES TR | 7K | $500K+ | SH |
| AGG | ISHARES TR | 7K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 13K | $500K+ | SH |