Sovereign Investment Advisors, LLC Portfolio Holdings by Sector
Sovereign Investment Advisors, LLC
- $276 Million
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV VNLA USMV JAAA IEFA BND VMBS BIV 23 stocks |
$205,940
74.66% of portfolio
|
1
|
16
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
MPLX WES EPD PAA OKE TRP NS 7 stocks |
$55,819
20.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$8,144
2.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$5,947
2.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|