StockDriftsStockDriftsTop 50 Sovereign Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 5.94% | 533.1K | $34.2M | +3.48%(+17.91K) | $47.99(+47.18%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.78% | 62.9K | $27.5M | -0.60%(-382) | $48.58(+80.15%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.69% | 41.5K | $27.0M | -1.18%(-493) | $387.32(+91.66%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.05% | 118.6K | $23.3M | +5.95%(+6.66K) | $151.38(+37.65%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.59% | 35.7K | $20.6M | -0.24%(-86) | $353.04(+102.44%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.02% | 60.5K | $17.3M | +3.24%(+1.90K) | $126.52(+215.39%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.97% | 26.1K | $17.1M | +2.91%(+740) | $398.16(+87.30%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.33% | 52.8K | $13.4M | +0.33%(+174) | $147.37(+102.81%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.2% | 234.1K | $12.7M | +8.83%(+19.00K) | $46.00(+30.32%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.15% | 256.8K | $12.3M | +12.74%(+29.03K) | $50.73(-5.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.44% | +49.86% |
| Top 20 Holdings Unweighted | +13.44% | +45.99% |
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