Sovran Advisors, LLC Incresed Positions in Q1 2025

Sovran Advisors, LLC

  • $770 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4
+ 0.06%
$49.25 - $50.66 $197 - $203
7.07K $344M
FBT
First Trust Nyse Arca Biotechn

ETFs
148
+ 10.56%
$164.86 - $182.19 $24.4K - $27K
1.55K $236M
VV
Vanguard Large Cap ETF

ETFs
221
+ 9.35%
$253.32 - $282.66 $56K - $62.5K
2.58K $627M
BP
Bp PLC

Energy
454
+ 6.05%
$29.93 - $35.31 $13.6K - $16K
7.95K $225M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
266
+ 15.46%
$203.38 - $274.79 $54.1K - $73.1K
1.99K $383M
VIG
Vanguard Dividend Appreciation

ETFs
175
+ 4.27%
N/A
4.28K $786M
VO
Vanguard Mid Cap ETF

ETFs
157
+ 6.13%
$251.87 - $277.95 $39.5K - $43.6K
2.72K $668M
ROST
Ross Stores, Inc.

Consumer Cyclical
4
+ 0.22%
$123.3 - $154.95 $493 - $620
1.81K $252M
ASML
Asml Holding Nv

Technology
144
+ 12.71%
$662.63 - $776.99 $95.4K - $112K
1.28K $818M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
1.09K
+ 12.77%
$62.28 - $71.92 $67.7K - $78.2K
9.6K $567M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
856
+ 5.28%
$78.0 - $84.37 $66.8K - $72.2K
17.1K $1.29B
PRF
Invesco Exchange Traded Fd Tr

ETFs
278
+ 2.1%
$39.4 - $42.61 $11K - $11.8K
13.5K $511M
IWR
Ishares Russell Mid Cap ETF

ETFs
271
+ 4.71%
$82.81 - $92.93 $22.4K - $25.2K
6.02K $484M
CLX
Clorox CO

Consumer Defensive
18
+ 1.1%
$141.76 - $162.89 $2.55K - $2.93K
1.66K $232M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
246
+ 5.31%
$89.89 - $100.28 $22.1K - $24.7K
4.88K $416M
Blackrock Inc
34
+ 4.81%
N/A
741 $649M
IWM
Ishares Russell 2000 ETF

ETFs
177
+ 8.65%
$198.1 - $229.79 $35.1K - $40.7K
2.22K $415M
CSB
Victory Portf Ii Shs Us Small

ETFs
353
+ 4.68%
$55.62 - $62.03 $19.6K - $21.9K
7.9K $417M
COIN
Coinbase Global, Inc.

Technology
379
+ 29.75%
$172.23 - $301.3 $65.3K - $114K
1.65K $289M
VOT
Vanguard Mid Cap Growth Index

ETFs
268
+ 6.16%
$237.72 - $276.98 $63.7K - $74.2K
4.62K $1.08B
FLRG
Fidelity Covington Tr U S Mult

ETFs
129
+ 0.66%
$32.37 - $35.77 $4.18K - $4.61K
19.5K $615M
VBK
Vanguard Small Cap Growth ETF

ETFs
922
+ 15.64%
$247.97 - $296.33 $229K - $273K
6.82K $1.61B
SBUX
Starbucks Corp

Consumer Cyclical
167
+ 2.83%
$91.75 - $115.81 $15.3K - $19.3K
6.06K $494M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
250
+ 1.02%
$46.86 - $50.66 $11.7K - $12.7K
24.8K $1.12B
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
662
+ 5.79%
$46.12 - $52.9 $30.5K - $35K
12.1K $514M
FNDA
Schwab Fundamental U S Small C

ETFs
34
+ 0.21%
$26.87 - $30.99 $914 - $1.05K
16.1K $408M
MRK
Merck & Co., Inc.

Healthcare
99
+ 2.7%
$83.01 - $101.02 $8.22K - $10K
3.77K $294M
USB
Us Bancorp \De\

Financial Services
213
+ 2.83%
$40.92 - $50.9 $8.72K - $10.8K
7.74K $296M
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
175
+ 4.32%
$73.28 - $92.15 $12.8K - $16.1K
4.23K $287M
HD
Home Depot, Inc.

Consumer Cyclical
276
+ 5.91%
$347.25 - $424.87 $95.8K - $117K
4.95K $1.76B
CRM
Salesforce, Inc.

Technology
580
+ 19.69%
$268.36 - $359.95 $156K - $209K
3.53K $872M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.96K
+ 5.63%
$27.01 - $28.54 $188K - $199K
131K $3.32B
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.72K
+ 9.53%
$36.88 - $49.3 $63.4K - $84.7K
19.8K $715M
AAP
Advance Auto Parts Inc

Consumer Cyclical
322
+ 4.29%
$33.63 - $49.79 $10.8K - $16K
7.82K $249M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
45
+ 0.82%
$103.96 - $122.36 $4.68K - $5.51K
5.52K $553M
PLUG
Plug Power Inc

Industrials
11.5K
+ 19.37%
$1.34 - $3.15 $15.5K - $36.4K
71.1K $64M
SPYG
Spdr Portfolio

ETFs
162
+ 1.44%
$80.05 - $92.39 $13K - $15K
11.4K $872M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
30.5K
+ 112.88%
$63.82 - $127.89 $1.95M - $3.9M
57.5K $3.09B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1
+ 0.1%
$283.06 - $421.16 $283 - $421
988 $248M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
152
+ 1.25%
$120.24 - $134.3 $18.3K - $20.4K
12.4K $1.42B
NEOV
Neo Volta Inc.

Industrials
44.7K
+ 36.62%
$2.17 - $5.69 $96.9K - $254K
167K $353M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
50
+ 0.89%
$161.27 - $192.3 $8.06K - $9.62K
5.64K $847M
PAVE
Global X Fds Us Infrastructure

ETFs
1.91K
+ 3.92%
$37.31 - $43.82 $71.1K - $83.5K
50.5K $1.83B
PKW
Invesco Exchange Traded Fd Tr

ETFs
304
+ 1.29%
$109.15 - $120.99 $33.2K - $36.8K
24K $2.52B
TGT
Target Corp

Consumer Defensive
338
+ 5.48%
$103.65 - $142.5 $35K - $48.2K
6.5K $605M
COF
Capital One Financial Corp

Financial Services
1.47K
+ 6.66%
$163.87 - $209.82 $241K - $308K
23.5K $3.83B
AMZN
Amazon Com Inc

Consumer Cyclical
7.12K
+ 21.59%
$190.26 - $242.06 $1.36M - $1.72M
40.1K $6.92B
HPQ
Hp Inc

Technology
263
+ 0.87%
$27.69 - $34.72 $7.28K - $9.13K
30.7K $731M
GOOG
Alphabet Inc.

Communication Services
2.02K
+ 11.5%
$156.06 - $207.71 $315K - $419K
19.6K $3B
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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