Sovran Advisors, LLC Incresed Positions in Q2 2025

Sovran Advisors, LLC

  • $954 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Capital Grp Fixed Incm ETF T
262K
+ 2040.48%
N/A
275K $7.18B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.4K
+ 297.57%
$456.74 - $568.03 $5.21M - $6.48M
15.2K $8.69B
NVDA
Nvidia Corp

Technology
966
+ 0.91%
$94.31 - $157.99 $91.1K - $153K
107K $17.2B
MSFT
Microsoft Corp

Technology
3.22K
+ 8.8%
$354.56 - $497.45 $1.14M - $1.6M
39.8K $19.8B
META
Meta Platforms, Inc.

Communication Services
3.55K
+ 28.91%
$484.66 - $738.09 $1.72M - $2.62M
15.8K $11.4B
CGDV
Capital Group Divid Value ETF

ETFs
97.4K
+ 48.18%
$31.93 - $39.49 $3.11M - $3.84M
299K $12B
TBUX
T Rowe Price Exchange Traded F

ETFs
94.7K
+ 1950.4%
$49.52 - $49.9 $4.69M - $4.73M
99.5K $4.95B
CGCP
Capital Group Core Plus Income

ETFs
201K
+ 76.92%
$21.92 - $22.56 $4.41M - $4.54M
463K $10.3B
Ishares Bitcoin Trust ETF
22.5K
+ 9.74%
N/A
253K $15.7B
Blackrock ETF Trust
126K
+ 1844.85%
N/A
133K $4.72B
EFV
Msci Eafe Value ETF

ETFs
59.4K
+ 47.41%
$52.4 - $64.65 $3.11M - $3.84M
185K $11.7B
SYF
Synchrony Financial

Financial Services
51K
+ 215.28%
$43.81 - $66.74 $2.24M - $3.41M
74.8K $5.18B
USEP
Innovator U.S. Equity Ultra Bu
46.4K
+ 8.37%
N/A
601K $22.2B
VT
Vanguard Total World Stk Index

ETFs
26.7K
+ 204.13%
$103.16 - $128.52 $2.76M - $3.44M
39.8K $5.13B
BND
Vanguard Bd Index Fd Inc Total

ETFs
49.2K
+ 219.87%
$72.02 - $73.82 $3.54M - $3.63M
71.6K $5.21B
QUAL
Ishares Msci Usa Quality Facto

ETFs
10.4K
+ 15.76%
$152.42 - $182.82 $1.59M - $1.91M
76.7K $14.1B
COST
Costco Wholesale Corp

Consumer Defensive
3.41K
+ 155.71%
$908.13 - $1056.85 $3.1M - $3.6M
5.6K $5.52B
PKW
Invesco Exchange Traded Fd Tr

ETFs
22.1K
+ 92.19%
$98.58 - $123.6 $2.18M - $2.73M
46K $5.78B
IVE
Ishares S&P 500 Value ETF

ETFs
10.8K
+ 21.6%
$168.34 - $195.42 $1.81M - $2.1M
60.6K $12B
SHV
Ishares Tr

ETFs
28.1K
+ 222.67%
$110.06 - $110.46 $3.09M - $3.11M
40.7K $4.49B
IEMG
Ishares Inc

ETFs
42.6K
+ 67.89%
N/A
105K $6.33B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
21.7K
+ 10.43%
$43.53 - $54.46 $944K - $1.18M
230K $12.5B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.52K
+ 4.2%
$82.96 - $110.1 $375K - $498K
112K $12.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.02K
+ 4.65%
$496.48 - $617.85 $508K - $632K
23K $14.3B
VEA
Vanguard Ftse Developed Market

ETFs
40.7K
+ 134.48%
$45.65 - $57.01 $1.86M - $2.32M
70.9K $4.03B
CGGO
Capital Group Global Growth Eq

ETFs
74.5K
+ 317.84%
$25.31 - $32.17 $1.88M - $2.4M
97.9K $3.13B
OEF
Ishares S&P 100 ETF

ETFs
6.33K
+ 66.27%
N/A
15.9K $4.84B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24.5K
+ 236.1%
$96.84 - $99.46 $2.38M - $2.44M
34.9K $3.43B
Capital Group Core Balanced
68.9K
+ 1024.26%
N/A
75.7K $2.53B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
36.9K
+ 668.86%
$59.8 - $60.07 $2.2M - $2.21M
42.4K $2.54B
GOOG
Alphabet Inc.

Communication Services
10.1K
+ 51.41%
$146.58 - $180.01 $1.47M - $1.81M
29.6K $5.19B
AMZN
Amazon Com Inc

Consumer Cyclical
1.29K
+ 3.23%
$167.32 - $223.3 $217K - $289K
41.4K $9.08B
VIG
Vanguard Dividend Appreciation

ETFs
9.83K
+ 229.94%
N/A
14.1K $2.91B
TFLO
Ishares Treasury Floating Rate

ETFs
41K
+ 32.61%
$50.47 - $50.66 $2.07M - $2.08M
167K $8.43B
VO
Vanguard Mid Cap ETF

ETFs
6.85K
+ 251.88%
$228.54 - $279.83 $1.56M - $1.92M
9.56K $2.7B
AAPL
Apple Inc.

Technology
3.65K
+ 4.53%
$172.42 - $223.89 $630K - $818K
84.2K $17.7B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
18.2K
+ 21.42%
$35.12 - $48.24 $638K - $877K
103K $4.97B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
69.9K
+ 135.07%
$23.13 - $24.23 $1.62M - $1.69M
122K $2.94B
CGSD
Capital Grp Core Plus Income E
64.6K
+ 122.87%
N/A
117K $3.03B
Innovator Etfs Trust
57.3K
+ 241.51%
N/A
81.1K $2.24B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
31.3K
+ 17.04%
$50.36 - $50.68 $1.57M - $1.58M
215K $10.8B
CGUS
Capital Group Core Equity ETF
26.5K
+ 26.97%
$29.93 - $36.93 $794K - $980K
125K $4.65B
QINT
American Centy ETF Tr Quality

ETFs
25K
+ 192.1%
$46.54 - $58.35 $1.16M - $1.46M
38K $2.21B
GLD
Spdr Gold Trust

ETFs
5.08K
+ 18.07%
$273.71 - $316.29 $1.39M - $1.61M
33.2K $10.1B
AVGO
Broadcom Inc.

Technology
1.2K
+ 10.79%
$146.29 - $275.65 $176K - $332K
12.3K $3.36B
IYW
Ishares Dj Us Tech ETF

ETFs
270
+ 0.89%
$122.57 - $173.27 $33.1K - $46.8K
30.7K $5.36B
VRT
Vertiv Holdings CO

Industrials
246
+ 1.0%
N/A
24.8K $3.12B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
51.3K
+ 63.55%
$24.96 - $25.5 $1.28M - $1.31M
132K $3.36B
RECS
Columbia ETF Tr I

ETFs
23K
+ 33.27%
$29.4 - $36.79 $678K - $848K
92.3K $3.42B
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
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