Instuitional Investor - Sovereign Financial Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Sovereign Financial Group, Inc. |
| Portfolio Value | $485,143,884 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 502,099 | $28,624,654 | 5.9% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 60,704 | $26,612,749 | 5.49% | |
| 3. | SPY | 41,061 | $25,369,654 | 5.23% | |
| 4. | Invesco Qqq Tr | 35,530 | $19,599,997 | 4.04% | |
| 5. | Vanguard Index Fds - VALUE ETF | 109,505 | $19,353,903 | 3.99% |
