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 251–300 of 349
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPMD | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 4K | $100K–$500K | SH |
| IONQ | IONQ INC | 7K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| FDVV | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 6K | $100K–$500K | SH |
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| PTLC | PACER FDS TR | 6K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| IEF | ISHARES TR | 3K | $100K–$500K | SH |
| VGM | INVESCO TR INVT GRADE MUNS | 31K | $100K–$500K | SH |
| OKLO | OKLO INC | 4K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| MKC | MCCORMICK & CO INC | 5K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 1K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| FSK | FS KKR CAP CORP | 21K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 962 | $100K–$500K | SH |
| HRL | HORMEL FOODS CORP | 13K | $100K–$500K | SH |
| IFRA | ISHARES TR | 6K | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 1K | $100K–$500K | SH |
| — | SPDR S&P 500 ETF TR | 22K | $100K–$500K | PRN (Call) |
| KR | KROGER CO | 5K | $100K–$500K | SH |
| SUB | ISHARES TR | 3K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| STIP | ISHARES TR | 3K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 986 | $100K–$500K | SH |
| RNG | RINGCENTRAL INC | 10K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 490 | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 408 | $100K–$500K | SH |
| PJAN | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 3K | $100K–$500K | SH |
| RGTI | RIGETTI COMPUTING INC | 12K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 16K | $100K–$500K | SH |
| HYG | ISHARES TR | 3K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 984 | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| ICVT | ISHARES TR | 3K | $100K–$500K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 1K | $100K–$500K | SH |
| IWR | ISHARES TR | 3K | $100K–$500K | SH |
| DNP | DNP SELECT INCOME FD INC | 25K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 793 | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 4K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 3K | $100K–$500K | SH |
| YINN | DIREXION SHS ETF TR | 6K | $100K–$500K | SH |