Sovran Advisors, LLC Purchases in Q1 2025

Sovran Advisors, LLC

  • $770 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
7.7K
New
$113.13 - $127.79 $872K - $984K
7.7K $866M
Blackrock ETF Trust Ii
16.4K
+ 38.55%
N/A
59.1K $3.06B
SHV
Ishares Tr

ETFs
7.61K
+ 151.76%
$110.11 - $110.51 $838K - $841K
12.6K $1.39B
HEFA
Ishares Currency Hedged Msci E

ETFs
23.9K
+ 115.85%
$34.83 - $37.52 $833K - $897K
44.6K $1.53B
GS
Goldman Sachs Group Inc

Financial Services
1.62K
+ 301.87%
$524.81 - $672.19 $848K - $1.09M
2.15K $1.1B
FLHY
Franklin Templeton ETF Tr Libe

ETFs
35K
+ 40.23%
$23.71 - $24.2 $829K - $847K
122K $2.85B
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.5K
+ 87.73%
$71.17 - $73.66 $744K - $770K
22.4K $1.63B
IEF
Ishares Barclays

ETFs
6.98K
+ 29.1%
$91.17 - $95.39 $636K - $665K
30.9K $2.93B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
26.5K
+ 83.94%
$40.15 - $47.73 $1.06M - $1.26M
58K $2.15B
CPRT
Copart Inc

Consumer Cyclical
10.8K
+ 78.49%
$52.3 - $59.83 $565K - $646K
24.6K $1.47B
HYDB
Ishares Tr Edge High Yield Def

ETFs
14.2K
New
$46.82 - $47.8 $667K - $681K
14.2K $652M
CGGO
Capital Group Global Growth Eq

ETFs
23.4K
New
$28.33 - $30.84 $664K - $722K
23.4K $636M
Innovator Etfs Trust
23.7K
New
N/A
23.7K $611M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
15.8K
+ 28.31%
$96.88 - $111.25 $1.53M - $1.75M
71.5K $6.62B
GOOGL
Alphabet Inc.

Communication Services
5.93K
+ 77.19%
$154.33 - $206.19 $916K - $1.22M
13.6K $2.06B
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
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
29.6K
New
$19.42 - $19.54 $574K - $578K
29.6K $577M
JGRO
J P Morgan Exchange Traded Fd
8.07K
New
N/A
8.07K $566M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
18.5K
New
$29.5 - $33.51 $546K - $620K
18.5K $534M
Capital Group Dividend Growe
16.5K
New
N/A
16.5K $497M
COST
Costco Wholesale Corp

Consumer Defensive
347
+ 18.83%
$890.62 - $1076.86 $309K - $374K
2.19K $2.18B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
20.9K
New
$23.19 - $23.5 $485K - $492K
20.9K $484M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
20.9K
New
$23.03 - $23.17 $480K - $483K
20.9K $481M
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
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
9.98K
New
$45.92 - $47.58 $458K - $475K
9.98K $468M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
23.7K
New
$19.43 - $19.62 $461K - $466K
23.7K $465M
ARKW
Ark Next Generation Internet E

ETFs
5.07K
New
$91.59 - $125.64 $465K - $637K
5.07K $464M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
17.5K
+ 46.11%
$24.73 - $25.62 $434K - $449K
55.6K $1.4B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
22.2K
New
$20.64 - $20.73 $459K - $461K
22.2K $461M
RODM
Hartford Multifactor Developed

ETFs
14.7K
New
$28.07 - $31.56 $412K - $463K
14.7K $456M
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
USHY
Ishares Tr Broad Usd High Yiel

ETFs
12.4K
New
$36.63 - $37.45 $455K - $466K
12.4K $450M
HTRB
Hartford Fds Total Return Bd E

ETFs
13.4K
New
$33.03 - $34.09 $442K - $456K
13.4K $447M
COP
Conocophillips

Energy
6.5K
+ 77.78%
$88.6 - $105.85 $576K - $688K
14.9K $1.32B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
21.7K
New
$20.05 - $20.4 $436K - $443K
21.7K $442M
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
IGLB
Ishares 10+ Year Investment Gr

ETFs
8.62K
New
$48.32 - $51.22 $417K - $442K
8.62K $419M
FTNT
Fortinet, Inc.

Technology
4.31K
New
$92.49 - $114.57 $399K - $494K
4.31K $415M
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
CASY
Caseys General Stores Inc

Consumer Cyclical
816
New
$378.71 - $442.54 $309K - $361K
816 $375M
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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