Sovran Advisors, LLC Purchases in Q3 2025

Sovran Advisors, LLC

  • $1.13 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
17.3K
+ 20.58%
$202.38 - $256.87 $3.51M - $4.45M
102K $27.6B
NVDA
Nvidia Corp

Technology
12.6K
+ 11.77%
$153.3 - $186.58 $1.93M - $2.35M
120K $24.3B
Bitmine Immersion Tecnologie
160K
New
N/A
160K $7.13B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
81.6K
+ 35.53%
$54.35 - $59.32 $4.43M - $4.84M
311K $18.9B
OEF
Ishares S&P 100 ETF

ETFs
12.6K
+ 79.31%
N/A
28.5K $9.8B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
6.12K
+ 121.87%
$534.91 - $598.71 $3.27M - $3.66M
11.1K $7.28B
IVV
Ishares Core S&P 500 ETF

ETFs
2.85K
+ 6.96%
$620.67 - $670.08 $1.77M - $1.91M
43.9K $30B
Usa Rare Earth Inc
223K
New
N/A
223K $4.39B
IVE
Ishares S&P 500 Value ETF

ETFs
17.7K
+ 29.15%
$194.44 - $206.51 $3.44M - $3.65M
78.3K $16.3B
VIG
Vanguard Dividend Appreciation

ETFs
17.7K
+ 125.15%
N/A
31.8K $6.92B
Blackrock ETF Trust
90.8K
+ 150.86%
N/A
151K $5.59B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
42.8K
New
$86.07 - $90.74 $3.69M - $3.89M
42.8K $3.82B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
33.9K
+ 149.62%
$82.22 - $96.68 $2.79M - $3.28M
56.6K $5.61B
CGDV
Capital Group Divid Value ETF

ETFs
67.3K
+ 22.49%
$39.59 - $42.21 $2.67M - $2.84M
367K $15.6B
GOOG
Alphabet Inc.

Communication Services
504
+ 1.7%
$175.16 - $255.24 $88.3K - $129K
30.1K $8.49B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
30.3K
+ 86.67%
$97.75 - $100.75 $2.96M - $3.05M
65.2K $6.56B
GOOGL
Alphabet Inc.

Communication Services
4.24K
+ 23.59%
$174.36 - $254.72 $739K - $1.08M
22.2K $6.25B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
54.7K
New
$52.12 - $55.33 $2.85M - $3.03M
54.7K $3.06B
VGT
Vanguard Information Technolog

ETFs
3.76K
New
$656.44 - $753.15 $2.47M - $2.83M
3.76K $2.98B
QUAL
Ishares Msci Usa Quality Facto

ETFs
10.1K
+ 13.15%
$182.33 - $194.5 $1.84M - $1.96M
86.8K $17.1B
IVW
Ishares S&P 500 Growth ETF

ETFs
10.2K
+ 9.07%
$108.97 - $121.65 $1.11M - $1.24M
122K $15.2B
VNLA
Janus Henderson Short Duration

ETFs
57.7K
+ 57.42%
$48.99 - $49.29 $2.83M - $2.84M
158K $7.8B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
32.8K
+ 136.58%
$76.29 - $80.63 $2.5M - $2.65M
56.8K $4.51B
AMZN
Amazon Com Inc

Consumer Cyclical
11.2K
+ 27.12%
$211.65 - $238.24 $2.38M - $2.67M
52.6K $11.7B
TBUX
T Rowe Price Exchange Traded F

ETFs
51.9K
+ 52.16%
$49.7 - $49.98 $2.58M - $2.6M
151K $7.55B
CGCP
Capital Group Core Plus Income

ETFs
101K
+ 21.94%
$22.27 - $22.95 $2.26M - $2.33M
564K $12.9B
PKW
Invesco Exchange Traded Fd Tr

ETFs
18K
+ 39.03%
$123.59 - $132.83 $2.22M - $2.39M
64K $8.25B
IAU
Ishares Gold Trust

ETFs
23.8K
+ 50.05%
$61.62 - $72.77 $1.47M - $1.73M
71.3K $5.4B
VRT
Vertiv Holdings CO

Industrials
3.78K
+ 15.24%
N/A
28.6K $5.54B
JPIE
J P Morgan Exchange Traded Fd
49.5K
New
$46.01 - $46.55 $2.28M - $2.3M
49.5K $2.29B
IEMG
Ishares Inc

ETFs
19.4K
+ 18.37%
N/A
125K $8.53B
ITA
Ishares Tr

ETFs
9.39K
+ 181.83%
$184.73 - $209.26 $1.73M - $1.96M
14.5K $3.13B
VHT
Vanguard Health Care ETF

ETFs
7.9K
New
$239.12 - $259.95 $1.89M - $2.05M
7.9K $2.13B
Blackrock ETF Trust
44.7K
+ 33.7%
N/A
177K $6.84B
USEP
Innovator U.S. Equity Ultra Bu
20.7K
+ 3.45%
N/A
622K $24.2B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.3K
+ 15.6%
$420.11 - $472.68 $968K - $1.09M
17.1K $8.27B
Lenz Therapeutics Inc
66.5K
+ 164.5%
N/A
107K $3.26B
IDV
Ishares Tr

ETFs
47.3K
+ 70.57%
$34.54 - $37.28 $1.63M - $1.76M
114K $4.28B
VEA
Vanguard Ftse Developed Market

ETFs
26.9K
+ 38.02%
$56.02 - $60.3 $1.51M - $1.62M
97.8K $5.97B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.73K
+ 11.38%
$567.77 - $614.76 $985K - $1.07M
17K $10.6B
CGUS
Capital Group Core Equity ETF
36.9K
+ 29.57%
$36.89 - $39.72 $1.36M - $1.47M
162K $6.5B
AVGO
Broadcom Inc.

Technology
1.49K
+ 12.09%
$264.74 - $369.57 $395K - $552K
13.8K $5.21B
PAVE
Global X Fds Us Infrastructure

ETFs
35.8K
+ 138.75%
$44.02 - $47.63 $1.58M - $1.71M
61.7K $2.96B
MSFT
Microsoft Corp

Technology
1.2K
+ 3.02%
$491.09 - $535.64 $590K - $644K
41K $21.6B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
68.7K
+ 52.04%
$25.39 - $25.57 $1.74M - $1.76M
201K $5.13B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
34.3K
+ 498.4%
$49.05 - $49.99 $1.68M - $1.72M
41.2K $2.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
467
+ 2.03%
$617.65 - $666.84 $288K - $311K
23.5K $16B
SYF
Synchrony Financial

Financial Services
18.1K
+ 24.24%
$67.53 - $76.86 $1.22M - $1.39M
92.9K $6.83B
Blackrock ETF Trust Ii
29.7K
+ 48.59%
N/A
90.7K $4.83B
Activity Summary
Buys All Purchases 323 New Holdings 70 Increased Positions 253 Sells All Sells 185 Reductions 185 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sovran Advisors, LLC Portfolio

Follow Sovran Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovran Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sovran Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email