Instuitional Investor - Sovereign Financial Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Sovereign Financial Group, Inc. |
| Portfolio Value | $580,408,210 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 515,175 | $32,182,992 | 5.54% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 63,254 | $30,859,259 | 5.32% | |
| 3. | SPY | 41,948 | $28,605,286 | 4.93% | |
| 4. | Invesco Qqq Tr | 35,802 | $21,993,761 | 3.79% | |
| 5. | Vanguard Index Fds - VALUE ETF | 111,969 | $21,385,030 | 3.68% |
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