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 201–250 of 349
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | 545 | $100K–$500K | SH |
| CMI | CUMMINS INC | 919 | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| H | HYATT HOTELS CORP | 3K | $100K–$500K | SH |
| SPYD | SPDR SERIES TRUST | 10K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 4K | $100K–$500K | SH |
| INTC | INTEL CORP | 12K | $100K–$500K | SH |
| DGRO | ISHARES TR | 6K | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 3K | $100K–$500K | SH |
| DFE | WISDOMTREE TR | 6K | $100K–$500K | SH |
| F | FORD MTR CO | 33K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| HUBB | HUBBELL INC | 956 | $100K–$500K | SH |
| KKR | KKR & CO INC | 3K | $100K–$500K | SH |
| CBU | COMMUNITY FINANCIAL SYSTEM I | 7K | $100K–$500K | SH |
| ARKK | ARK ETF TR | 5K | $100K–$500K | SH |
| BALT | INNOVATOR ETFS TRUST | 12K | $100K–$500K | SH |
| IXUS | ISHARES TR | 5K | $100K–$500K | SH |
| DSI | ISHARES TR | 3K | $100K–$500K | SH |
| PEY | INVESCO EXCHANGE TRADED FD T | 20K | $100K–$500K | SH |
| PLTM | GRANITESHARES PLATINUM TR | 20K | $100K–$500K | SH |
| CON | CONCENTRA GROUP HOLDINGS PAR | 20K | $100K–$500K | SH |
| MINT | PIMCO ETF TR | 4K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 4K | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 5K | $100K–$500K | SH |
| IGLB | ISHARES TR | 8K | $100K–$500K | SH |
| TQQQ | PROSHARES TR | 7K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| CWT | CALIFORNIA WTR SVC GROUP | 9K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 7K | $100K–$500K | SH |
| SEM | SELECT MED HLDGS CORP | 25K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 2K | $100K–$500K | SH |
| GHYB | GOLDMAN SACHS ETF TR | 8K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 8K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 1K | $100K–$500K | SH |
| HSAI | HESAI GROUP | 16K | $100K–$500K | SH |
| PFE | PFIZER INC | 14K | $100K–$500K | SH |
| IDCC | INTERDIGITAL INC | 1K | $100K–$500K | SH |
| SRLN | SSGA ACTIVE ETF TR | 9K | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| MOAT | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 3K | $100K–$500K | SH |
| LCTU | BLACKROCK ETF TRUST | 5K | $100K–$500K | SH |
| FDLO | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| SHY | ISHARES TR | 4K | $100K–$500K | SH |