Sovran Advisors, LLC Incresed Positions 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
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
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
Ishares Bitcoin Trust ETF
70.3K
+ 27.75%
N/A
324K $19.6B
Blackrock ETF Trust
90.8K
+ 150.86%
N/A
151K $5.59B
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
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
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
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
Globalstar Inc
1.02K
+ 1.56%
N/A
66.4K $3.37B
Capital Grp Fixed Incm ETF T
52.1K
+ 18.93%
N/A
327K $8.75B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.09K
+ 41.36%
$224.68 - $282.71 $693K - $872K
10.5K $3.2B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
26.8K
+ 19.44%
$50.53 - $50.82 $1.35M - $1.36M
165K $8.35B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
11K
+ 28.83%
$98.52 - $103.93 $1.08M - $1.14M
49.1K $5.1B
QINT
American Centy ETF Tr Quality

ETFs
18.4K
+ 48.58%
$57.39 - $61.48 $1.06M - $1.13M
56.4K $3.49B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
24.3K
+ 478.31%
$50.73 - $52.47 $1.23M - $1.28M
29.4K $1.54B
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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