Sovereign Investment Advisors, LLC Portfolio Holdings by Sector
Sovereign Investment Advisors, LLC
- $328 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV USMV VNLA IEFA JAAA BND VMBS BIV 24 stocks |
$251,031
76.49% of portfolio
|
21
|
2
|
4
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
MPLX WES EPD PAA OKE TRP 6 stocks |
$60,400
18.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$9,402
2.86% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX SUN 2 stocks |
$7,357
2.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|