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Home > Institutional Investor > Sovereign Financial Group, Inc. > Profile

Instuitional Investor - Sovereign Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Sovereign Financial Group, Inc.
Portfolio Value $327,928,774
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 42,927 $20,403,574 6.22%
2.
Vanguard Tax-Managed Fds
 370,456 $17,744,836 5.41%
3.
Ishares Trust
 IEF 33,742 $16,116,186 4.91%
4.
Vanguard Index Fds
 50,119 $15,580,889 4.75%
5.
Invesco Qqq Tr
 32,362 $13,253,072 4.04%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)