Sovereign Investment Advisors, LLC Portfolio Holdings by Sector
Sovereign Investment Advisors, LLC
- $297 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV VNLA USMV JAAA IEFA BND VMBS BIV 23 stocks |
$218,012
73.43% of portfolio
|
6
|
16
|
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
MPLX EPD WES PAA OKE TRP 6 stocks |
$65,299
21.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$8,397
2.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$5,202
1.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|