Sovran Advisors, LLC Purchases in Q2 2025

Sovran Advisors, LLC

  • $954 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCK
Mckesson Corp

Healthcare
284
New
$652.83 - $732.78 $185K - $208K
284 $206M
JETS
ETF Ser Solutions U S Global J

ETFs
8.52K
New
$17.37 - $23.44 $148K - $200K
8.52K $204M
URA
Global X Uranium ETF

ETFs
5.41K
New
$20.26 - $38.81 $110K - $210K
5.41K $200M
Pimco ETF Tr
7.45K
+ 81.97%
N/A
16.5K $435M
MA
Mastercard Inc

Financial Services
157
+ 6.42%
$479.92 - $590.74 $75.3K - $92.7K
2.6K $1.46B
IYM
Ishares Tr

ETFs
1.04K
+ 37.08%
$116.16 - $140.01 $120K - $145K
3.83K $550M
XLI
Industrial Sector Spdr

ETFs
243
+ 3.74%
$116.42 - $147.52 $28.3K - $35.8K
6.75K $1B
CPNG
Coupang, Inc.

Consumer Cyclical
78
+ 0.36%
$19.76 - $30.81 $1.54K - $2.4K
21.8K $653M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
883
+ 15.99%
$93.75 - $114.45 $82.8K - $101K
6.4K $742M
CVX
Chevron Corp

Energy
521
+ 7.43%
$133.73 - $168.51 $69.7K - $87.8K
7.53K $1.15B
ACN
Accenture PLC

Technology
302
+ 6.92%
$279.23 - $323.21 $84.3K - $97.6K
4.66K $1.41B
Super Micro Computer Inc
345
+ 3.69%
N/A
9.7K $477M
BEN
Franklin Resources Inc

Financial Services
348
+ 1.39%
$16.66 - $23.85 $5.8K - $8.3K
25.4K $623M
BAC
Bank Of America Corp

Financial Services
2.1K
+ 25.75%
$34.39 - $47.46 $72.2K - $99.6K
10.3K $483M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.64K
+ 29.06%
$60.21 - $75.37 $98.8K - $124K
7.29K $545M
CE
Celanese Corp

Basic Materials
852
+ 14.72%
$37.49 - $59.36 $31.9K - $50.6K
6.64K $401M
FLRG
Fidelity Covington Tr U S Mult

ETFs
2.31K
+ 11.84%
$29.74 - $35.95 $68.8K - $83.2K
21.9K $783M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.27K
+ 1.74%
$44.37 - $50.04 $56.3K - $63.5K
74K $3.59B
XLF
Financial Sector Spdr

ETFs
1.13K
+ 6.07%
$43.92 - $52.37 $49.6K - $59.2K
19.8K $1.03B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.2K
+ 5.46%
$105.23 - $109.61 $126K - $131K
23.1K $2.5B
CSCO
Cisco Systems, Inc.

Technology
43
+ 0.38%
$53.19 - $69.38 $2.29K - $2.98K
11.4K $785M
Blackrock ETF Trust Ii
1.98K
+ 3.35%
N/A
61.1K $3.2B
DIS
Walt Disney CO

Communication Services
77
+ 2.05%
$81.72 - $124.01 $6.29K - $9.55K
3.84K $468M
SPGI
S&P Global Inc.

Financial Services
220
+ 45.17%
$438.31 - $527.29 $96.4K - $116K
707 $372M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
447
+ 7.22%
$114.78 - $133.31 $51.3K - $59.6K
6.64K $894M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
823
+ 16.88%
$79.85 - $95.57 $65.7K - $78.7K
5.7K $560M
ITW
Illinois Tool Works Inc

Industrials
293
+ 11.99%
$218.41 - $252.43 $64K - $74K
2.74K $706M
CSB
Victory Portf Ii Shs Us Small

ETFs
1.75K
+ 22.1%
$49.98 - $58.24 $87.2K - $102K
9.64K $555M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.56K
+ 44.0%
$55.54 - $69.09 $86.5K - $108K
5.1K $352M
SAN
Banco Santander, S.A.

Financial Services
15.1K
New
$5.72 - $8.32 $86.5K - $126K
15.1K $131M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.36K
+ 8.78%
$79.56 - $82.92 $108K - $113K
16.9K $1.38B
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
434
+ 0.26%
$12.71 - $14.52 $5.52K - $6.3K
169K $2.34B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.74K
+ 19.14%
$34.72 - $42.74 $60.3K - $74.3K
10.8K $464M
COP
Conocophillips

Energy
175
+ 1.18%
$82.66 - $106.1 $14.5K - $18.6K
15K $1.44B
SHOP
Shopify Inc.

Technology
327
+ 12.75%
$76.89 - $115.35 $25.1K - $37.7K
2.89K $325M
XSMO
Invesco S&P Smallcap Momentum

ETFs
59
+ 0.53%
$55.15 - $68.11 $3.25K - $4.02K
11.2K $766M
USB
Us Bancorp \De\

Financial Services
655
+ 8.46%
$36.4 - $45.76 $23.8K - $30K
8.4K $400M
FCOM
Fidelity Covington Tr Msci Com

ETFs
600
+ 10.61%
$50.44 - $64.81 $30.3K - $38.9K
6.26K $401M
PLUG
Plug Power Inc

Industrials
43.9K
+ 61.68%
$0.7 - $1.49 $30.7K - $65.4K
115K $163M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.65K
+ 20.6%
$29.52 - $35.31 $48.7K - $58.3K
9.67K $350M
WMT
Walmart Inc.

Consumer Defensive
229
+ 1.23%
$81.79 - $99.98 $18.7K - $22.9K
18.9K $1.83B
ITOT
Ishares Core S&P Total U.S. St

ETFs
409
+ 22.7%
$108.12 - $135.04 $44.2K - $55.2K
2.21K $300M
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.6K
+ 2.82%
$30.29 - $30.83 $78.8K - $80.2K
94.9K $2.92B
NEE
Nextera Energy Inc

Utilities
840
+ 24.11%
$64.11 - $75.0 $53.9K - $63K
4.32K $313M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.81K
+ 24.49%
$37.08 - $42.26 $67.2K - $76.5K
9.21K $381M
DHR
Danaher Corp

Healthcare
76
+ 1.62%
$174.64 - $205.16 $13.3K - $15.6K
4.76K $955M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
116
+ 0.96%
$40.64 - $47.27 $4.71K - $5.48K
12.2K $592M
BP
Bp PLC

Energy
1.59K
+ 19.99%
$26.11 - $33.81 $41.5K - $53.8K
9.54K $298M
MRK
Merck & Co., Inc.

Healthcare
712
+ 18.9%
$73.47 - $87.12 $52.3K - $62K
4.48K $364M
Activity Summary
Buys All Purchases 272 New Holdings 74 Increased Positions 198 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
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