Sovran Advisors, LLC Incresed Positions in Q2 2025

Sovran Advisors, LLC

  • $954 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
1.44K
+ 16.61%
$237.95 - $421.61 $343K - $608K
10.1K $4.02B
Capital Group Dividend Growe
35.2K
+ 213.43%
N/A
51.7K $1.74B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
12.6K
+ 124.61%
$61.92 - $81.5 $779K - $1.03M
22.7K $1.9B
QCOM
Qualcomm Inc

Technology
800
+ 1.7%
$124.66 - $159.48 $99.7K - $128K
47.9K $7.64B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
22.3K
+ 132.2%
$50.1 - $51.02 $1.12M - $1.14M
39.1K $1.99B
VOT
Vanguard Mid Cap Growth Index

ETFs
3.07K
+ 66.52%
$216.28 - $284.39 $665K - $874K
7.69K $2.19B
GOOGL
Alphabet Inc.

Communication Services
4.36K
+ 32.01%
$144.7 - $178.6 $631K - $779K
18K $3.13B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
20.3K
+ 17.22%
$49.79 - $50.75 $1.01M - $1.03M
138K $6.98B
CRWD
Crowd Strike Holdings, Inc.

Technology
237
+ 3.48%
$321.63 - $509.31 $76.2K - $121K
7.06K $3.58B
AVLV
American Centy ETF Tr Avantis
7.43K
+ 14.04%
$56.85 - $68.21 $422K - $507K
60.3K $4.18B
MGC
Vanguard Mega Cap ETF

ETFs
2.27K
+ 20.37%
$179.23 - $224.92 $406K - $510K
13.4K $3.02B
AFMC
First Tr Exchange Traded Fd Vi

ETFs
24.8K
+ 133.93%
$26.97 - $32.13 $668K - $796K
43.3K $1.41B
VGSH
Vanguard

ETFs
14K
+ 95.76%
$58.32 - $58.95 $816K - $824K
28.6K $1.67B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.29K
+ 20.58%
$57.46 - $75.58 $304K - $400K
31K $2.35B
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.69K
+ 121.97%
$78.98 - $90.1 $607K - $693K
14K $1.26B
NVO
Novo Nordisk A S

Healthcare
4.37K
+ 11.96%
$58.08 - $81.05 $254K - $354K
40.9K $2.85B
Cava Group Inc
7.31K
+ 15.48%
N/A
54.5K $4.77B
BALT
Innovator Etfs Tr
13.7K
+ 5.9%
$30.33 - $32.1 $416K - $441K
247K $7.93B
SG
Sweetgreen, Inc.

Consumer Cyclical
72.2K
+ 128.7%
$12.23 - $25.56 $883K - $1.84M
128K $1.72B
IEF
Ishares Barclays

ETFs
7.35K
+ 23.76%
$93.15 - $96.56 $685K - $710K
38.3K $3.61B
Fidelity Covington Trust
16.4K
+ 162.47%
N/A
26.5K $980M
EFG
Msci Eafe Growth ETF

ETFs
820
+ 1.71%
$89.8 - $112.0 $73.6K - $91.8K
48.7K $5.42B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.92K
+ 22.21%
$97.29 - $105.63 $674K - $731K
38.1K $3.79B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
471
+ 6.74%
$141.37 - $228.57 $66.6K - $108K
7.46K $1.7B
PLTR
Palantir Technologies Inc.

Technology
2.69K
+ 49.31%
$74.01 - $144.25 $199K - $388K
8.14K $1.14B
JPM
Jpmorgan Chase & CO

Financial Services
946
+ 14.38%
$210.28 - $289.91 $199K - $274K
7.53K $2.13B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
13K
+ 37.5%
$40.82 - $43.14 $531K - $561K
47.7K $2.04B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.4K
+ 9.47%
$24.32 - $27.87 $301K - $345K
143K $3.91B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
11K
+ 85.78%
$51.68 - $52.76 $569K - $581K
23.9K $1.25B
IGLB
Ishares 10+ Year Investment Gr

ETFs
11.5K
+ 133.92%
$47.55 - $50.44 $549K - $582K
20.2K $995M
PHO
Invesco Exchange Traded Fd Tr

ETFs
5.87K
+ 33.24%
$58.13 - $69.92 $341K - $410K
23.5K $1.67B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
15K
+ 120.78%
$35.3 - $37.51 $530K - $563K
27.4K $1.02B
PDI
Pimco Dynamic Income Fund

Financial Services
25.9K
+ 46.44%
$17.02 - $19.87 $442K - $515K
81.8K $1.57B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
19.7K
+ 78.17%
$25.27 - $27.01 $497K - $531K
44.8K $1.21B
BNDX
Vanguard Total International B

ETFs
11.1K
+ 32.21%
$48.77 - $49.55 $543K - $551K
45.7K $2.25B
ASML
Asml Holding Nv

Technology
438
+ 34.3%
$595.37 - $815.24 $261K - $357K
1.72K $1.36B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
14.5K
+ 62.26%
$27.3 - $31.8 $395K - $461K
37.7K $1.2B
MUB
Ishares National Muni Bond ETF

ETFs
4.84K
+ 13.06%
$102.31 - $105.8 $495K - $512K
41.9K $4.36B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.06K
+ 71.74%
$85.42 - $94.39 $432K - $478K
12.1K $1.13B
HYDB
Ishares Tr Edge High Yield Def

ETFs
10.1K
+ 71.01%
$44.64 - $47.48 $451K - $480K
24.3K $1.15B
CRM
Salesforce, Inc.

Technology
1.46K
+ 41.44%
$236.26 - $291.15 $345K - $425K
4.99K $1.36B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.74K
+ 10.6%
$58.41 - $72.69 $160K - $199K
28.5K $2.08B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
10.3K
+ 52.9%
$43.65 - $45.44 $449K - $467K
29.7K $1.34B
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
358K
+ 91.35%
N/A
750K $646M
LLY
Eli Lilly & CO

Healthcare
664
+ 65.94%
$713.71 - $898.95 $474K - $597K
1.67K $1.3B
PPA
Invesco Exchange Traded Fd Tr

ETFs
831
+ 6.48%
$105.2 - $141.69 $87.4K - $118K
13.7K $1.93B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.25K
+ 83.76%
$102.02 - $103.5 $433K - $439K
9.31K $954M
BLOK
Amplify ETF Tr Trnsformational

ETFs
103
+ 0.52%
$32.56 - $57.11 $3.35K - $5.88K
19.9K $1.14B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
646
+ 25.25%
$179.95 - $278.88 $116K - $180K
3.2K $908M
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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