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Home > Institutional Investor > Sovereign Investment Advisors, Llc > Profile

Instuitional Investor - Sovereign Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Sovereign Investment Advisors, Llc
Portfolio Value $472,128,872
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 91,163 $59,548,490 12.61%
2.
Bny Mellon Etf Trust - GLOBAL INFRASCTR
 746,732 $33,259,443 7.04%
3.
Invesco Qqq Tr
 52,366 $30,224,608 6.4%
4.
Ishares Trust
 HYG 321,228 $29,080,739 6.16%
5.
Spdr S & P 500 Etf Trust
 SPY 41,197 $26,866,088 5.69%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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