Sovereign Investment Advisors, LLC Portfolio Holdings by Sector
Sovereign Investment Advisors, LLC
- $281 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV VNLA USMV JAAA IEFA BND VMBS BIV 23 stocks |
$209,517
74.55% of portfolio
|
  16  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
MPLX WES EPD PAA OKE NS TRP 7 stocks |
$56,720
20.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$7,940
2.83% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$6,881
2.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|