Sovereign Financial Group, Inc. Q2 2025 Filing

Filed July 25, 2025

Portfolio Value

$485.1B

Holdings

313

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (313 positions)

#StockSharesValue% PortfolioType
301
RSPTINVESCO EXCHANGE TRADED FD T
5,000$203.9M0.04%
302
COFCAPITAL ONE FINL CORP
948$201.7M0.04%
303
GOLFACUSHNET HLDGS CORP
2,769$201.6M0.04%
304
APLDAPPLIED DIGITAL CORP
19,262$194.0M0.04%
305
XNEAXNUVEEN AMT FREE QLTY MUN INC
15,981$174.5M0.04%
306
MFICMIDCAP FINANCIAL INVSTMNT CO
12,113$152.9M0.03%
307
PBRPETROLEO BRASILEIRO SA PETRO
10,617$132.8M0.03%
308
RGTIRIGETTI COMPUTING INC
10,800$128.1M0.03%
309
NXDTNEXPOINT DIVERSIFIED REL ET
22,912$96.0M0.02%
310
AMCAMC ENTMT HLDGS INC
10,452$32.4M0.01%
311
OPKOPKO HEALTH INC
20,078$26.5M0.01%
312
IAUI-80 GOLD CORP
16,627$9.9M0.00%
313
OPTTOCEAN PWR TECHNOLOGIES INC
17,000$8.1M0.00%
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