Sovran Advisors, LLC Sells in Q2 2025

Sovran Advisors, LLC

  • $954 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
-12.1K
- 52.38%
$29.07 - $29.38 $353K - $357K
11K $322M
JPEM
Jp Morgan Diversified Return

ETFs
-12.4K
- 16.74%
$48.41 - $56.7 $599K - $702K
61.6K $3.48B
SPYG
Spdr Portfolio

ETFs
-5.77K
- 50.71%
$71.83 - $95.32 $415K - $550K
5.61K $534M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.82K
- 58.75%
$116.93 - $119.39 $330K - $337K
1.98K $234M
EMLP
First Tr Exchange Traded Iv

ETFs
-9.54K
- 38.06%
$33.62 - $37.89 $321K - $362K
15.5K $574M
XLY
Select Sector Spdr Consumer Di

ETFs
-2.19K
- 49.11%
$176.34 - $218.59 $386K - $479K
2.27K $494M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-4.23K
- 34.19%
$108.06 - $135.3 $457K - $572K
8.13K $1.1B
IAU
Ishares Gold Trust

ETFs
-4.63K
- 8.88%
$56.1 - $64.74 $260K - $300K
47.5K $2.96B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-3.46K
- 44.95%
$101.69 - $139.02 $352K - $481K
4.24K $586M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-4.59K
- 2.76%
$50.47 - $54.75 $232K - $252K
162K $8.31B
ARKW
Ark Next Generation Internet E

ETFs
-3.68K
- 72.46%
$82.77 - $147.9 $304K - $544K
1.4K $206M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-7.58K
- 49.72%
$30.93 - $34.56 $235K - $262K
7.67K $257M
FVD
First Tr Value Line Divid Inde

ETFs
-7.54K
- 16.98%
$40.62 - $45.12 $306K - $340K
36.9K $1.67B
CMF
Ishares California Muni Bond E

ETFs
-4.39K
- 39.12%
$54.52 - $56.7 $240K - $249K
6.84K $380M
IYT
Ishares Tr U.S. Transportation

ETFs
-4.43K
- 59.57%
$55.22 - $68.54 $245K - $304K
3.01K $214M
HCA
Hca Healthcare, Inc.

Healthcare
-962
- 29.89%
$317.61 - $387.52 $306K - $373K
2.26K $852M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.77K
- 22.98%
$221.86 - $362.89 $836K - $1.37M
12.6K $3.76B
HD
Home Depot, Inc.

Consumer Cyclical
-673
- 13.6%
$335.24 - $380.78 $226K - $256K
4.27K $1.57B
PVAL
Putnam ETF Tr Putnam Focused L
-20.4K
- 16.1%
$33.6 - $40.23 $687K - $822K
107K $4.32B
RDVY
First Trust Rising Dividend Ac

ETFs
-3.99K
- 42.77%
$51.6 - $62.74 $206K - $251K
5.35K $339M
FNDA
Schwab Fundamental U S Small C

ETFs
-8.07K
- 50.15%
$23.85 - $28.69 $192K - $231K
8.02K $237M
VZ
Verizon Communications Inc

Communication Services
-3.4K
- 17.7%
$41.67 - $45.62 $142K - $155K
15.8K $680M
BXP
Boston Properties Inc

Real Estate
-2.94K
- 32.39%
$56.86 - $74.12 $167K - $218K
6.13K $419M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-8.15K
- 3.91%
$18.83 - $19.22 $154K - $157K
200K $3.81B
PEP
Pepsico Inc

Consumer Defensive
-933
- 37.94%
$128.02 - $151.37 $119K - $141K
1.53K $206M
XLE
Energy Sector Spdr

ETFs
-2.36K
- 22.5%
$76.44 - $94.13 $180K - $222K
8.12K $719M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-4.65K
- 39.7%
$32.02 - $39.74 $149K - $185K
7.07K $279M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-13.2K
- 22.69%
$34.78 - $43.42 $457K - $571K
44.8K $2.02B
VNQ
Vanguard Specialized Funds Van

ETFs
-1.83K
- 11.05%
$79.79 - $91.42 $146K - $167K
14.7K $1.31B
DLR
Digital Realty Trust, Inc.

Real Estate
-1.49K
- 22.6%
$136.11 - $177.69 $203K - $265K
5.1K $872M
XLV
Select Sector Spdr Fund Health

ETFs
-811
- 22.55%
$128.77 - $144.3 $104K - $117K
2.79K $376M
HPQ
Hp Inc

Technology
-6.6K
- 21.53%
$21.88 - $29.32 $144K - $194K
24.1K $621M
KMB
Kimberly Clark Corp

Consumer Defensive
-301
- 5.9%
$126.84 - $145.22 $38.2K - $43.7K
4.8K $630M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-10.4K
- 11.38%
$13.74 - $15.66 $143K - $163K
80.9K $1.21B
MCD
Mcdonalds Corp

Consumer Cyclical
-193
- 10.01%
$285.55 - $321.23 $55.1K - $62K
1.74K $506M
MAS
Masco Corp

Industrials
-1.74K
- 32.95%
$58.73 - $71.06 $102K - $124K
3.54K $232M
AMD
Advanced Micro Devices Inc

Technology
-2.4K
- 50.44%
$78.21 - $143.81 $188K - $345K
2.36K $325M
CHD
Church & Dwight CO Inc

Consumer Defensive
-461
- 7.66%
$91.57 - $110.76 $42.2K - $51.1K
5.56K $545M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.86K
- 14.12%
$22.68 - $23.28 $87.5K - $89.8K
23.5K $539M
IYK
Ishares U.S. Consumer Staples

ETFs
-913
- 4.62%
$67.29 - $72.42 $61.4K - $66.1K
18.8K $1.33B
SBUX
Starbucks Corp

Consumer Cyclical
-1.72K
- 28.44%
$79.69 - $99.41 $137K - $171K
4.34K $412M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-2.83K
- 19.34%
$101.93 - $128.63 $288K - $364K
11.8K $1.52B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.44K
- 30.28%
$35.35 - $42.68 $121K - $147K
7.92K $346M
TIP
Ishares Tr Tips Bd ETF

ETFs
-718
- 21.84%
$107.93 - $110.97 $77.5K - $79.7K
2.57K $280M
O
Realty Income Corp

Real Estate
-1.18K
- 12.42%
$52.27 - $58.52 $61.5K - $68.8K
8.3K $477M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-1.2K
- 23.82%
$61.03 - $67.59 $73.3K - $81.2K
3.84K $246M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-682
- 22.35%
$100.35 - $100.71 $68.4K - $68.7K
2.37K $238M
EMB
Ishares Tr

ETFs
-983
- 10.28%
$86.54 - $92.62 $85.1K - $91K
8.58K $787M
FR
First Industrial Realty Trust Inc

Real Estate
-1.23K
- 18.5%
$43.07 - $54.05 $53.1K - $66.6K
5.43K $263M
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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