Instuitional Investor - Sovereign Financial Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Sovereign Financial Group, Inc. |
| Portfolio Value | $654,385,712 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 534,696 | $38,097,067 | 5.82% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 384,778 | $33,144,764 | 5.07% | |
| 3. | SPY | 39,613 | $29,581,710 | 4.52% | |
| 4. | Vanguard Index Fds - VALUE ETF | 120,194 | $26,193,847 | 4% | |
| 5. | Invesco Qqq Tr | 34,751 | $25,590,670 | 3.91% |
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