Sovran Advisors, LLC Purchases in Q1 2025

Sovran Advisors, LLC

  • $770 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
234
+ 10.58%
$504.67 - $576.31 $118K - $135K
2.45K $1.26B
PCM
Pcm Fund, Inc.

Financial Services
27.1K
+ 47.11%
$6.44 - $7.77 $175K - $211K
84.7K $514M
SOXX
Ishares Semiconductor ETF

ETFs
1.49K
+ 70.45%
$188.17 - $235.81 $280K - $351K
3.6K $600M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
2.86K
+ 17.25%
$43.76 - $45.31 $125K - $130K
19.4K $861M
XLU
Utilities Sector Spdr

ETFs
1.54K
+ 21.25%
$74.7 - $80.27 $115K - $123K
8.76K $681M
XLI
Industrial Sector Spdr

ETFs
1.42K
+ 27.89%
$128.78 - $141.67 $183K - $201K
6.5K $815M
VB
Vanguard Small Cap ETF

ETFs
931
+ 52.39%
$217.89 - $252.64 $203K - $235K
2.71K $561M
MBB
Ishares Tr

ETFs
430
+ 0.98%
$90.37 - $94.08 $38.9K - $40.5K
44.3K $4.09B
AMGN
Amgen Inc

Healthcare
295
+ 6.9%
$258.59 - $327.36 $76.3K - $96.6K
4.57K $1.27B
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
764
+ 0.37%
$18.46 - $19.19 $14.1K - $14.7K
208K $3.96B
MGC
Vanguard Mega Cap ETF

ETFs
1.7K
+ 17.98%
$199.2 - $222.69 $338K - $378K
11.1K $2.11B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
6.41K
+ 11.44%
$23.32 - $23.84 $150K - $153K
62.4K $1.44B
APP
App Lovin Corp

Technology
764
+ 100.13%
$238.08 - $510.13 $182K - $390K
1.53K $364M
VZ
Verizon Communications Inc

Communication Services
163
+ 0.86%
$37.81 - $46.49 $6.16K - $7.58K
19.2K $845M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
5.38K
+ 42.87%
$22.27 - $22.65 $120K - $122K
17.9K $397M
ISRG
Intuitive Surgical Inc

Healthcare
270
+ 58.19%
$476.63 - $610.45 $129K - $165K
734 $354M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.73K
+ 45.68%
$59.78 - $60.03 $103K - $104K
5.51K $330M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
6.42K
+ 13.03%
$18.54 - $18.88 $119K - $121K
55.6K $1.02B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.2K
+ 54.94%
$59.79 - $67.15 $131K - $148K
6.2K $354M
KLAC
Kla Corp

Technology
193
+ 54.37%
$636.62 - $777.63 $123K - $150K
548 $348M
CSCO
Cisco Systems, Inc.

Technology
2.28K
+ 24.97%
$58.74 - $64.87 $134K - $148K
11.4K $636M
NET
Cloudflare, Inc.

Technology
931
+ 45.22%
$110.71 - $176.5 $103K - $164K
2.99K $323M
STT
State Street Corp

Financial Services
1.45K
+ 68.48%
$84.47 - $102.23 $122K - $148K
3.57K $290M
XLK
Technology Sector Spdr

ETFs
969
+ 32.9%
$206.38 - $242.18 $200K - $235K
3.91K $755M
Canadian Pacific Kansas City
1.11K
+ 33.77%
N/A
4.4K $328M
MCD
Mcdonalds Corp

Consumer Cyclical
82
+ 4.44%
$279.74 - $321.29 $22.9K - $26.3K
1.93K $600M
ADI
Analog Devices Inc

Technology
710
+ 58.48%
$201.56 - $243.82 $143K - $173K
1.92K $339M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.5K
+ 7.76%
$42.38 - $43.28 $106K - $108K
34.7K $1.45B
SO
Southern CO

Utilities
440
+ 11.83%
$80.96 - $92.96 $35.6K - $40.9K
4.16K $382M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.17K
+ 26.05%
$64.47 - $70.13 $75.2K - $81.8K
5.65K $373M
TXN
Texas Instruments Inc

Technology
1.27K
+ 50.9%
N/A
3.75K $557M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
507
+ 15.25%
$507.05 - $563.67 $257K - $286K
3.83K $1.85B
FTHI
First Trust Exchange Traded Fd

ETFs
6.93K
+ 20.82%
$21.62 - $23.74 $150K - $164K
40.2K $842M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.54K
+ 17.84%
$91.76 - $103.26 $141K - $159K
10.2K $897M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.08K
+ 1.25%
$22.25 - $23.0 $24K - $24.8K
87.3K $1.99B
WMB
Williams Companies, Inc.

Energy
1.11K
+ 17.97%
$54.02 - $61.09 $60K - $67.9K
7.29K $427M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.24K
+ 32.61%
$65.44 - $70.64 $81.1K - $87.6K
5.04K $320M
AIQ
Global X Funds Global X Artifi

ETFs
2.96K
+ 35.77%
$36.38 - $42.77 $108K - $126K
11.2K $380M
IYM
Ishares Tr

ETFs
620
+ 28.52%
$128.53 - $142.03 $79.7K - $88.1K
2.79K $355M
BMY
Bristol Myers Squibb CO

Healthcare
1.93K
+ 39.37%
$53.9 - $63.11 $104K - $122K
6.84K $337M
F
Ford Motor CO

Consumer Cyclical
6.83K
+ 31.73%
$9.12 - $10.43 $62.2K - $71.2K
28.3K $273M
GALT
Galectin Therapeutics Inc

Healthcare
13.8K
+ 7.43%
$1.1 - $1.76 $15.2K - $24.3K
200K $276M
ABBV
Abb Vie Inc.

Healthcare
375
+ 11.93%
$169.2 - $216.66 $63.4K - $81.2K
3.52K $609M
MAS
Masco Corp

Industrials
1.73K
+ 48.56%
$68.67 - $81.85 $118K - $141K
5.28K $325M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.39K
+ 28.64%
$92.71 - $107.38 $129K - $149K
6.24K $548M
DSI
Ishares Msci Kld 400 Social Et

ETFs
791
+ 40.84%
$101.98 - $115.66 $80.7K - $91.5K
2.73K $264M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.45K
+ 16.82%
$27.64 - $28.58 $40.1K - $41.5K
10.1K $288M
PPA
Invesco Exchange Traded Fd Tr

ETFs
557
+ 4.54%
$113.59 - $123.29 $63.3K - $68.7K
12.8K $1.48B
NOW
Service Now, Inc.

Technology
279
+ 42.73%
$783.83 - $1170.39 $219K - $327K
932 $720M
Activity Summary
Buys All Purchases 329 New Holdings 73 Increased Positions 256 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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