Sovran Advisors, LLC Purchases in Q1 2025

Sovran Advisors, LLC

  • $770 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
44.2K
+ 1543.08%
$151.94 - $175.86 $6.72M - $7.78M
47.1K $6.44B
IONS
Ionis Pharmaceuticals Inc

Healthcare
157K
+ 91.43%
$30.17 - $34.97 $4.74M - $5.49M
329K $9.34B
AAPL
Apple Inc.

Technology
27.3K
+ 51.29%
$209.68 - $247.1 $5.73M - $6.75M
80.6K $15.9B
MSFT
Microsoft Corp

Technology
12.3K
+ 50.31%
$375.39 - $447.2 $4.6M - $5.48M
36.6K $13.5B
META
Meta Platforms, Inc.

Communication Services
7.25K
+ 144.09%
$576.36 - $736.67 $4.18M - $5.34M
12.3K $6.16B
CRWD
Crowd Strike Holdings, Inc.

Technology
6.82K
New
$308.86 - $455.36 $2.11M - $3.1M
6.82K $2.56B
IAU
Ishares Gold Trust

ETFs
36.8K
+ 238.84%
$49.74 - $58.96 $1.83M - $2.17M
52.2K $3.27B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
24.3K
+ 355.35%
$97.25 - $104.79 $2.37M - $2.55M
31.2K $3.14B
FLRN
Spdr Bloomberg Investment Grad

ETFs
79.3K
+ 611.59%
$30.71 - $30.87 $2.44M - $2.45M
92.3K $2.83B
CGCP
Capital Group Core Plus Income

ETFs
105K
+ 66.66%
$21.94 - $22.64 $2.29M - $2.37M
261K $5.79B
CGGR
Capital Group Growth ETF Shs C

ETFs
96.7K
+ 47.19%
$33.98 - $39.84 $3.29M - $3.85M
302K $9.8B
NVO
Novo Nordisk A S

Healthcare
36.6K
New
$69.3 - $90.95 $2.53M - $3.33M
36.6K $2.12B
OEF
Ishares S&P 100 ETF

ETFs
8.1K
+ 559.08%
N/A
9.55K $2.43B
GLD
Spdr Gold Trust

ETFs
1.09K
+ 4.04%
$243.19 - $288.14 $266K - $315K
28.1K $8.61B
VTI
Vanguard Total Stock Market Et

ETFs
8.22K
+ 112.15%
$271.18 - $303.12 $2.23M - $2.49M
15.5K $4.02B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
34.7K
+ 8.84%
$44.72 - $46.25 $1.55M - $1.6M
427K $19.4B
JMBS
Janus Detroit Str Tr Henderson

ETFs
40.6K
New
$43.53 - $45.42 $1.77M - $1.84M
40.6K $1.8B
VRT
Vertiv Holdings CO

Industrials
24.6K
New
N/A
24.6K $1.8B
Pacer Fds Tr
58.3K
New
N/A
58.3K $1.71B
SMMT
Summit Therapeutics Inc.

Healthcare
29.4K
+ 25.05%
$16.65 - $23.76 $489K - $697K
147K $3.61B
CELH
Celsius Holdings, Inc.

Consumer Defensive
20.6K
+ 24.93%
$21.28 - $35.62 $439K - $735K
103K $3.85B
VNLA
Janus Henderson Short Duration

ETFs
31.5K
+ 36.25%
$48.89 - $49.21 $1.54M - $1.55M
118K $5.79B
Cava Group Inc
23.8K
+ 101.9%
N/A
47.2K $4.06B
INCY
Incyte Corp

Healthcare
23.7K
New
$60.0 - $75.26 $1.42M - $1.78M
23.7K $1.38B
CGMS
Capital Grp Core Plus Income E
50.9K
New
N/A
50.9K $1.36B
CGSD
Capital Grp Core Plus Income E
52.6K
New
N/A
52.6K $1.36B
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
108K
+ 181.05%
$14.22 - $14.83 $1.54M - $1.61M
168K $2.22B
Ishares Bitcoin Trust ETF
52.2K
+ 29.22%
N/A
231K $11.1B
Globalstar Inc
65.3K
New
N/A
65.3K $1.28B
CGDV
Capital Group Divid Value ETF

ETFs
43.6K
+ 27.53%
$34.95 - $37.36 $1.52M - $1.63M
202K $6.77B
SPSB
Spdr Portfolio Short Term Corp

ETFs
38.6K
+ 295.34%
$29.82 - $30.1 $1.15M - $1.16M
51.7K $1.55B
MSTR
Microstrategy Inc

Technology
3.92K
+ 82.19%
$239.27 - $396.5 $938K - $1.55M
8.69K $2.76B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.86K
+ 27.8%
$468.34 - $539.52 $2.27M - $2.62M
22.3K $9.91B
IEMG
Ishares Inc

ETFs
20.2K
+ 47.55%
N/A
62.7K $3.26B
RECS
Columbia ETF Tr I

ETFs
37.6K
+ 118.5%
$32.64 - $36.08 $1.23M - $1.36M
69.3K $2.15B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
38.5K
+ 82.85%
$39.97 - $48.7 $1.54M - $1.87M
84.9K $3.17B
SG
Sweetgreen, Inc.

Consumer Cyclical
56.1K
New
$21.47 - $34.94 $1.2M - $1.96M
56.1K $1.04B
VT
Vanguard Total World Stk Index

ETFs
9.08K
+ 225.96%
$115.08 - $123.97 $1.04M - $1.13M
13.1K $1.46B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
17.2K
+ 11.52%
$50.99 - $55.74 $877K - $958K
166K $8.59B
TFLO
Ishares Treasury Floating Rate

ETFs
19.1K
+ 17.92%
$50.48 - $50.68 $966K - $969K
126K $6.37B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
12.6K
New
$76.77 - $82.22 $966K - $1.03M
12.6K $941M
FSK
Fs Kkr Capital Corp

Financial Services
49.4K
+ 379.49%
$20.47 - $24.06 $1.01M - $1.19M
62.5K $1.22B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
39.6K
+ 325.39%
$23.9 - $24.43 $946K - $967K
51.7K $1.22B
NFLX
Netflix Inc

Communication Services
723
+ 48.46%
$828.4 - $1058.6 $599K - $765K
2.22K $2.16B
GLDM
World Gold Trust

ETFs
7.11K
+ 20.79%
$52.19 - $61.89 $371K - $440K
41.3K $2.72B
CGXU
Capital Group Intl Focus Equit

ETFs
48.3K
+ 26.43%
$24.48 - $26.59 $1.18M - $1.28M
231K $5.41B
JPEM
Jp Morgan Diversified Return

ETFs
16.6K
+ 28.93%
$50.81 - $54.04 $843K - $896K
73.9K $3.84B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.19K
+ 56.76%
$196.12 - $229.48 $1.02M - $1.19M
14.3K $2.8B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.65K
+ 10.71%
$91.45 - $91.75 $882K - $885K
99.7K $9.13B
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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