Sovran Advisors, LLC Purchases in Q3 2025

Sovran Advisors, LLC

  • $1.13 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ROST
Ross Stores, Inc.

Consumer Cyclical
1.33K
New
$127.59 - $152.81 $169K - $202K
1.33K $209M
BSX
Boston Scientific Corp

Healthcare
2.07K
New
$97.03 - $108.14 $201K - $224K
2.07K $208M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
10
+ 0.18%
$195.29 - $223.85 $1.95K - $2.24K
5.66K $1.33B
FDLO
Fidelity Covington Tr Low Vola

ETFs
3.12K
New
$62.44 - $65.87 $195K - $206K
3.12K $206M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.8K
New
$50.79 - $76.4 $142K - $214K
2.8K $204M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
3.62K
New
$53.48 - $56.56 $194K - $205K
3.62K $203M
CAH
Cardinal Health Inc

Healthcare
1.07K
New
$146.04 - $167.63 $156K - $179K
1.07K $203M
ALCC
Alt C Acquisition Corp.

Financial Services
1.46K
New
N/A
1.46K $201M
COF
Capital One Financial Corp

Financial Services
837
+ 5.65%
$207.29 - $229.74 $174K - $192K
15.6K $3.42B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.83K
+ 19.67%
$102.4 - $103.88 $188K - $190K
11.1K $1.15B
CGMS
Capital Grp Core Plus Income E
6.53K
+ 18.48%
N/A
41.9K $1.16B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
7.63K
+ 17.28%
$23.54 - $23.97 $180K - $183K
51.8K $1.23B
VTI
Vanguard Total Stock Market Et

ETFs
33
+ 0.54%
$303.93 - $329.86 $10K - $10.9K
6.1K $2.04B
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
12.1K
New
$16.11 - $16.79 $195K - $203K
12.1K $182M
SHOP
Shopify Inc.

Technology
5
+ 0.17%
$112.11 - $157.12 $561 - $786
2.9K $503M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.05K
+ 6.62%
$70.85 - $76.96 $145K - $158K
33K $2.52B
HD
Home Depot, Inc.

Consumer Cyclical
329
+ 7.7%
$357.4 - $423.42 $118K - $139K
4.6K $1.75B
MNST
Monster Beverage Corp

Consumer Defensive
2.11K
+ 33.11%
$58.65 - $67.31 $124K - $142K
8.48K $565M
IETC
Ishares U S ETF Tr

ETFs
1.22K
+ 37.59%
$92.7 - $103.65 $113K - $126K
4.45K $473M
MDT
Medtronic PLC

Healthcare
1.64K
+ 30.95%
$87.67 - $95.74 $144K - $157K
6.93K $631M
FLRG
Fidelity Covington Tr U S Mult

ETFs
2.95K
+ 13.49%
$35.68 - $38.45 $105K - $113K
24.8K $944M
ROK
Rockwell Automation, Inc

Industrials
211
+ 7.29%
$328.67 - $358.52 $69.3K - $75.6K
3.1K $1.13B
DLY
Double Line Yield Opportunities Fund

N/A
10.4K
New
$15.08 - $15.65 $157K - $163K
10.4K $153M
Blackrock ETF Trust Ii
2.93K
+ 51.17%
N/A
8.65K $426M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
281
+ 4.02%
$459.11 - $506.91 $129K - $142K
7.28K $3.48B
NET
Cloudflare, Inc.

Technology
289
+ 11.09%
$181.39 - $228.28 $52.4K - $66K
2.9K $644M
SFLR
Innovator Etfs Tr Equity Manag
3.07K
+ 33.6%
N/A
12.2K $448M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
944
+ 14.74%
$113.22 - $123.86 $107K - $117K
7.35K $879M
FCOM
Fidelity Covington Tr Msci Com

ETFs
1.35K
+ 21.58%
$63.98 - $72.59 $86.4K - $98K
7.61K $536M
VONG
Vanguard Russell 1000 Growth E

ETFs
380
+ 6.6%
$108.08 - $121.73 $41.1K - $46.3K
6.14K $764M
XLU
Utilities Sector Spdr

ETFs
695
+ 8.8%
$81.14 - $87.32 $56.4K - $60.7K
8.59K $771M
VOT
Vanguard Mid Cap Growth Index

ETFs
305
+ 3.96%
$282.75 - $294.19 $86.2K - $89.7K
8K $2.32B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
581
+ 3.67%
$84.28 - $89.46 $49K - $52K
16.4K $1.47B
JGRO
J P Morgan Exchange Traded Fd
299
+ 3.28%
N/A
9.42K $904M
XOM
Exxon Mobil Corp

Energy
999
+ 8.96%
$105.83 - $117.22 $106K - $117K
12.2K $1.39B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
58
+ 0.71%
$134.94 - $145.86 $7.83K - $8.46K
8.19K $1.22B
MBB
Ishares Tr

ETFs
95
+ 0.24%
$92.46 - $95.73 $8.78K - $9.09K
39.9K $3.81B
HPQ
Hp Inc

Technology
2.44K
+ 10.16%
$24.45 - $29.35 $59.8K - $71.7K
26.5K $729M
Ge Vernova Inc
120
+ 13.7%
N/A
996 $572M
SAN
Banco Santander, S.A.

Financial Services
8.16K
+ 53.93%
$8.27 - $10.48 $67.5K - $85.5K
23.3K $238M
BP
Bp PLC

Energy
2.07K
+ 21.74%
$30.25 - $35.69 $62.7K - $74K
11.6K $404M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
1.2K
+ 19.21%
$52.31 - $56.47 $62.8K - $67.8K
7.45K $432M
MAR
Marriott International Inc

Consumer Cyclical
513
+ 28.48%
$255.35 - $282.87 $131K - $145K
2.31K $607M
ADBE
Adobe Inc.

Technology
643
+ 23.19%
$333.65 - $392.1 $215K - $252K
3.42K $1.16B
SAP
Sap Se

Technology
733
+ 38.7%
$252.42 - $311.93 $185K - $229K
2.63K $681M
BNDX
Vanguard Total International B

ETFs
1.31K
+ 2.86%
$49.0 - $49.51 $64K - $64.7K
47K $2.34B
UNH
Unitedhealth Group Inc

Healthcare
55
+ 2.79%
$237.77 - $353.61 $13.1K - $19.4K
2.03K $700M
BAC
Bank Of America Corp

Financial Services
557
+ 5.43%
$44.92 - $52.42 $25K - $29.2K
10.8K $573M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
2.22K
+ 1.11%
$19.01 - $19.39 $42.2K - $43K
203K $3.9B
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
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