Sovereign Financial Group, Inc.
Top Portfolio Positions
183 positions ·
$207,428,732 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
41,455 | $26,959,844 | 13.00% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
35,716 | $20,614,560 | 9.94% | |
| AAPL |
Apple Inc.
Technology
|
52,784 | $13,396,051 | 6.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
37,709 | $10,843,600 | 5.23% | |
| NVDA |
Nvidia Corp
Technology
|
37,285 | $6,502,504 | 3.13% | |
| MSFT |
Microsoft Corp
Technology
|
14,669 | $5,430,023 | 2.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,053 | $3,759,898 | 1.81% | |
| XOM |
Exxon Mobil Corp
Energy
|
21,745 | $3,689,256 | 1.78% | |
| SO |
Southern Co
Utilities
|
34,294 | $3,310,056 | 1.60% | |
| DPZ |
Dominos Pizza Inc
Consumer Cyclical
|
8,477 | $3,041,462 | 1.47% |
Portfolio Trend
Holdings in PLTM
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,429 | 15,147 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $400,321 | 20,290 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $244,630 | 16,190 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $273,000 | 21,000 | Shares | Sole | 2025-07-25 | |
| No 13F history on record for this holder in this stock. | ||||||