Long-term investor
Sovereign Financial Group, Inc. @sovereignfinancialgroupi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001846175).
Record
- Tracked since 2025-06-30 (478 days), 89 trades recorded
- Returns: week n/a · month n/a · 90 days -2.6% · 6 months +5.7% · 1 year +9.9% · all +9.9%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921943858 · 5.8% · long · since 2025-06-30
- 922908736 · 5.1% · long · since 2025-06-30
- 78462F103 · 4.5% · long · since 2025-06-30
- 922908744 · 4.0% · long · since 2025-06-30
- 46090E103 · 3.9% · long · since 2025-06-30
- 464287200 · 3.4% · long · since 2025-06-30
- 02079K107 · 3.2% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- 922042858 · 2.2% · long · since 2025-06-30
- 92203J407 · 2.0% · long · since 2025-06-30
- GOOGL · 2.0% · long · since 2025-06-30
- 921937827 · 2.0% · long · since 2025-06-30