Sovran Advisors, LLC Incresed Positions in Q1 2025

Sovran Advisors, LLC

  • $770 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
1.04K
+ 261.0%
$555.63 - $630.23 $580K - $658K
1.44K $845M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.25K
+ 31.52%
$105.1 - $109.61 $552K - $575K
21.9K $2.34B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
11.5K
+ 216.76%
$50.87 - $51.09 $586K - $589K
16.8K $855M
KO
Coca Cola CO

Consumer Defensive
5.89K
+ 43.21%
$60.81 - $72.32 $358K - $426K
19.5K $1.43B
COST
Costco Wholesale Corp

Consumer Defensive
347
+ 18.83%
$890.62 - $1076.86 $309K - $374K
2.19K $2.18B
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
172K
+ 114.3%
$6.67 - $12.72 $1.15M - $2.19M
323K $2.05B
LLY
Eli Lilly & CO

Healthcare
504
+ 100.2%
$725.72 - $929.72 $366K - $469K
1.01K $846M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
17.5K
+ 46.11%
$24.73 - $25.62 $434K - $449K
55.6K $1.4B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
11.1K
+ 29.22%
$69.69 - $79.99 $776K - $891K
49.2K $3.36B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.96K
+ 56.94%
$65.27 - $71.18 $519K - $566K
21.9K $1.38B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
39
+ 0.72%
$402.49 - $513.76 $15.7K - $20K
5.49K $2.68B
V
Visa Inc.

Financial Services
1.07K
+ 28.06%
$306.92 - $362.71 $327K - $387K
4.87K $1.61B
XLF
Financial Sector Spdr

ETFs
9.4K
+ 101.92%
$47.32 - $52.19 $445K - $491K
18.6K $869M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
14.6K
+ 14.79%
$39.61 - $42.65 $577K - $621K
113K $4.41B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.25K
+ 135.25%
$48.31 - $49.23 $398K - $406K
14.3K $702M
XLY
Select Sector Spdr Consumer Di

ETFs
2.44K
+ 120.52%
$192.6 - $233.2 $469K - $568K
4.46K $827M
ADBE
Adobe Inc.

Technology
1.36K
+ 80.92%
$377.84 - $464.11 $513K - $630K
3.03K $1.06B
PVAL
Putnam ETF Tr Putnam Focused L
16.6K
+ 15.06%
$36.8 - $39.59 $611K - $658K
127K $4.5B
AVGO
Broadcom Inc.

Technology
4.23K
+ 61.23%
$167.43 - $244.7 $709K - $1.04M
11.1K $1.91B
FAST
Fastenal CO

Industrials
3.69K
+ 56.1%
$71.11 - $79.98 $262K - $295K
10.3K $837M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
85
+ 1.88%
$442.66 - $534.52 $37.6K - $45.4K
4.6K $2.38B
JSML
Janus Detroit Str Tr Henderson

ETFs
11.2K
+ 36.17%
$58.87 - $69.7 $660K - $781K
42.2K $2.39B
BALT
Innovator Etfs Tr
14.3K
+ 6.56%
$31.31 - $31.89 $449K - $457K
233K $7.21B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.4K
+ 94.65%
$165.25 - $224.62 $562K - $763K
6.99K $1.06B
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.61K
+ 12.97%
$168.16 - $186.21 $1.28M - $1.42M
66.3K $10.7B
ABT
Abbott Laboratories

Healthcare
1.58K
+ 23.64%
$111.1 - $140.22 $176K - $222K
8.28K $1.08B
PANW
Palo Alto Networks Inc

Technology
1.98K
+ 40.17%
$167.82 - $208.28 $333K - $413K
6.92K $1.16B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.92K
+ 85.41%
$51.52 - $52.37 $305K - $310K
12.8K $669M
BK
Bank Of New York Mellon Corp

Financial Services
4.03K
+ 51.82%
$75.42 - $88.95 $304K - $359K
11.8K $902M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
21.4K
+ 2.16%
$3.88 - $4.37 $83.1K - $93.6K
1.01M $4.36B
TJX
Tjx Companies Inc

Consumer Cyclical
2.13K
+ 49.37%
$112.81 - $126.16 $241K - $269K
6.45K $823M
BNDX
Vanguard Total International B

ETFs
5.73K
+ 19.86%
$48.33 - $49.5 $277K - $283K
34.5K $1.7B
XSMO
Invesco S&P Smallcap Momentum

ETFs
5.71K
+ 104.98%
$59.97 - $70.03 $342K - $400K
11.1K $658M
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.53K
+ 127.54%
$83.18 - $89.27 $294K - $315K
6.31K $515M
DLR
Digital Realty Trust, Inc.

Real Estate
2.44K
+ 58.89%
$142.1 - $183.56 $347K - $449K
6.59K $994M
EXPD
Expeditors International Of Washington Inc

Industrials
2.77K
+ 55.4%
$109.09 - $126.48 $302K - $350K
7.76K $828M
SLV
I Shares Silver Trust

ETFs
2.65K
+ 3.23%
$26.93 - $31.32 $71.4K - $83K
84.7K $2.5B
PM
Philip Morris International Inc.

Consumer Defensive
979
+ 40.47%
$117.15 - $158.79 $115K - $155K
3.4K $555M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
6.62K
+ 10.0%
$47.08 - $50.67 $312K - $335K
72.8K $3.43B
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
9.77K
+ 102.15%
$25.88 - $27.09 $253K - $265K
19.3K $502M
KMB
Kimberly Clark Corp

Consumer Defensive
1.28K
+ 33.59%
$124.46 - $147.4 $160K - $189K
5.1K $728M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.06K
+ 30.7%
$64.88 - $72.1 $393K - $437K
25.8K $1.6B
CGUS
Capital Group Core Equity ETF
16.7K
+ 20.37%
$33.08 - $36.62 $551K - $610K
98.4K $3.09B
ROK
Rockwell Automation, Inc

Industrials
1.34K
+ 77.67%
$255.29 - $303.75 $343K - $408K
3.07K $714M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.44K
+ 20.88%
$62.72 - $71.92 $278K - $319K
25.7K $1.59B
ACN
Accenture PLC

Technology
1.47K
+ 50.93%
$300.91 - $398.25 $443K - $586K
4.36K $1.23B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.02K
+ 41.14%
$42.36 - $43.8 $213K - $220K
17.2K $739M
EA
Electronic Arts Inc.

Communication Services
1.49K
+ 98.61%
$116.53 - $146.29 $173K - $218K
3K $436M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
8.92K
+ 55.02%
$26.64 - $27.14 $238K - $242K
25.1K $654M
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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