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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 $435,598,475
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 41,461 $24,299,585 5.57%
2.
Vanguard Index Fds - GROWTH ETF
 58,084 $23,840,172 5.47%
3.
Vanguard Tax-Managed Fds
 452,437 $21,635,533 4.96%
4.
Ishares Trust
 IEF 30,914 $18,198,487 4.17%
5.
Invesco Qqq Tr
 35,195 $17,992,823 4.13%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)