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 301–349 of 349
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PCT | PURECYCLE TECHNOLOGIES INC | 27K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| QBTS | D-WAVE QUANTUM INC | 9K | $100K–$500K | SH |
| USXF | ISHARES TR | 4K | $100K–$500K | SH |
| JXN | JACKSON FINANCIAL INC | 2K | $100K–$500K | SH |
| THG | HANOVER INS GROUP INC | 1K | $100K–$500K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| PPLT | ABRDN PLATINUM ETF TRUST | 1K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 1K | $100K–$500K | SH |
| KBE | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| RKLB | ROCKET LAB CORP | 3K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 1K | $100K–$500K | SH |
| MMU | WESTERN ASSET MANAGED MUNS F | 21K | $100K–$500K | SH |
| BMNR | BITMINE IMMERSION TECNOLOGIE | 8K | $100K–$500K | SH |
| IDEV | ISHARES TR | 3K | $100K–$500K | SH |
| NJR | NEW JERSEY RES CORP | 5K | $100K–$500K | SH |
| GOLF | ACUSHNET HLDGS CORP | 3K | $100K–$500K | SH |
| — | ALPHABET INC | 20K | $100K–$500K | PRN (Put) |
| RJF | RAYMOND JAMES FINL INC | 1K | $100K–$500K | SH |
| IDLV | INVESCO EXCH TRADED FD TR II | 6K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 953 | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 4K | $100K–$500K | SH |
| ASTS | AST SPACEMOBILE INC | 3K | $100K–$500K | SH |
| WPC | WP CAREY INC | 3K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 3K | $100K–$500K | SH |
| CLS | CELESTICA INC | 697 | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 2K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| KRE | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 2K | $100K–$500K | SH |
| BE | BLOOM ENERGY CORP | 2K | $100K–$500K | SH |
| TLT | ISHARES TR | 2K | $100K–$500K | SH |
| RL | RALPH LAUREN CORP | 569 | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 569 | $100K–$500K | SH |
| APP | APPLOVIN CORP | 297 | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 17K | $100K–$500K | SH |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | 14K | $100K–$500K | SH |
| QS | QUANTUMSCAPE CORP | 18K | $100K–$500K | SH |
| FTCA | PUTNAM ETF TRUST | 25K | $100K–$500K | SH |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | 11K | $100K–$500K | SH |
| PBR | PETROLEO BRASILEIRO SA PETRO | 11K | $100K–$500K | SH |
| NXDT | NEXPOINT DIVERSIFIED REL ET | 23K | $50K–$100K | SH |
| — | AMERICAN AIRLS GROUP INC | 12K | $50K–$100K | PRN (Call) |
| IAUX | I-80 GOLD CORP | 31K | $15K–$50K | SH |
| OVID | OVID THERAPEUTICS INC | 10K | $15K–$50K | SH |
| OPTT | OCEAN PWR TECHNOLOGIES INC | 17K | $1K–$15K | SH |
| SAFX | XCF GLOBAL INC | 11K | $1K–$15K | SH |