Sovran Advisors, LLC Purchases in Q4 2024

Sovran Advisors, LLC

  • $702 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
34.2K
New
$50.76 - $55.23 $1.74M - $1.89M
34.2K $1.81B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.32K
New
$521.84 - $558.82 $1.73M - $1.86M
3.32K $1.78B
LQD
Ishares Iboxx $ Investment Gra

ETFs
16.7K
New
$106.56 - $113.11 $1.77M - $1.88M
16.7K $1.75B
COST
Costco Wholesale Corp

Consumer Defensive
1.84K
New
$873.59 - $994.69 $1.61M - $1.83M
1.84K $1.69B
VBK
Vanguard Small Cap Growth ETF

ETFs
5.9K
New
$264.18 - $304.19 $1.56M - $1.79M
5.9K $1.67B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
108K
New
$15.05 - $16.03 $1.62M - $1.73M
108K $1.64B
MSTR
Microstrategy Inc

Technology
4.77K
New
$162.69 - $473.83 $776K - $2.26M
4.77K $1.63B
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
151K
New
$11.35 - $18.82 $1.71M - $2.84M
151K $1.57B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
12.2K
New
$124.61 - $133.96 $1.52M - $1.64M
12.2K $1.57B
AVGO
Broadcom Inc.

Technology
6.91K
New
$159.67 - $250.0 $1.1M - $1.73M
6.91K $1.55B
SYF
Synchrony Financial

Financial Services
22.9K
New
$49.01 - $68.55 $1.12M - $1.57M
22.9K $1.51B
VNQ
Vanguard Specialized Funds Van

ETFs
17K
New
$87.85 - $98.6 $1.49M - $1.68M
17K $1.49B
GOOGL
Alphabet Inc.

Communication Services
7.69K
New
$161.86 - $196.66 $1.24M - $1.51M
7.69K $1.46B
LOW
Lowes Companies Inc

Consumer Cyclical
5.8K
New
$244.52 - $284.07 $1.42M - $1.65M
5.8K $1.46B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
31.5K
New
$44.2 - $49.46 $1.39M - $1.56M
31.5K $1.44B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11.2K
New
$126.68 - $134.74 $1.42M - $1.51M
11.2K $1.44B
PPA
Invesco Exchange Traded Fd Tr

ETFs
12.3K
New
$113.79 - $124.5 $1.4M - $1.53M
12.3K $1.44B
VUG
Vanguard Growth ETF

ETFs
3.55K
New
$378.79 - $428.11 $1.35M - $1.52M
3.55K $1.43B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
33K
New
$44.04 - $49.49 $1.45M - $1.63M
33K $1.42B
BNDX
Vanguard Total International B

ETFs
28.8K
New
$48.91 - $50.61 $1.41M - $1.46M
28.8K $1.4B
XOM
Exxon Mobil Corp

Energy
12.6K
New
$105.51 - $125.37 $1.33M - $1.58M
12.6K $1.39B
PSEP
Innovator U.S. Equity Power Bu
35.4K
New
N/A
35.4K $1.38B
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
42.3K
New
$30.58 - $33.39 $1.29M - $1.41M
42.3K $1.38B
UNH
Unitedhealth Group Inc

Healthcare
2.53K
New
$485.52 - $625.25 $1.23M - $1.58M
2.53K $1.37B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
32.2K
New
$42.33 - $43.3 $1.36M - $1.39M
32.2K $1.37B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
21.3K
New
$58.39 - $67.04 $1.24M - $1.43M
21.3K $1.35B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.7K
New
$66.77 - $71.52 $1.32M - $1.41M
19.7K $1.35B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
56K
New
$23.29 - $23.93 $1.3M - $1.34M
56K $1.31B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
16.2K
New
$80.93 - $85.66 $1.31M - $1.39M
16.2K $1.31B
VCIT
Vanguard Intermediate Term Cor

ETFs
15.9K
New
$80.13 - $83.77 $1.28M - $1.34M
15.9K $1.26B
NFLX
Netflix Inc

Communication Services
1.49K
New
$687.65 - $936.56 $1.03M - $1.4M
1.49K $1.24B
VGSH
Vanguard

ETFs
20.8K
New
$58.02 - $58.88 $1.21M - $1.23M
20.8K $1.21B
IYK
Ishares U.S. Consumer Staples

ETFs
18.7K
New
$65.32 - $70.92 $1.22M - $1.33M
18.7K $1.2B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.4K
New
$113.92 - $127.38 $1.19M - $1.33M
10.4K $1.2B
SPTS
Spdr Portfolio Short Term Trea

ETFs
41.4K
New
$28.88 - $29.33 $1.19M - $1.21M
41.4K $1.2B
V
Visa Inc.

Financial Services
3.8K
New
$273.87 - $320.91 $1.04M - $1.22M
3.8K $1.18B
DIVB
Ishares Tr U S Divid & Buyback

ETFs
24.6K
New
$46.9 - $50.96 $1.15M - $1.25M
24.6K $1.17B
DSL
Double Line Income Solutions Fund

Financial Services
92.9K
New
$12.32 - $13.0 $1.14M - $1.21M
92.9K $1.17B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.1K
New
$96.64 - $101.23 $1.17M - $1.22M
12.1K $1.16B
AMGN
Amgen Inc

Healthcare
4.27K
New
$258.78 - $328.31 $1.11M - $1.4M
4.27K $1.14B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
22.8K
New
$50.14 - $52.56 $1.14M - $1.2M
22.8K $1.13B
MA
Mastercard Inc

Financial Services
2.21K
New
$491.3 - $536.15 $1.09M - $1.19M
2.21K $1.13B
VOT
Vanguard Mid Cap Growth Index

ETFs
4.35K
New
$241.48 - $274.89 $1.05M - $1.2M
4.35K $1.12B
RECS
Columbia ETF Tr I

ETFs
31.7K
New
$33.61 - $36.42 $1.07M - $1.15M
31.7K $1.09B
O
Realty Income Corp

Real Estate
20.1K
New
$51.76 - $64.71 $1.04M - $1.3M
20.1K $1.07B
PDT
John Hancock Premium Dividend Fund

Financial Services
85K
New
$12.01 - $13.54 $1.02M - $1.15M
85K $1.06B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
11.4K
New
N/A
11.4K $1.05B
IFRA
Ishares Tr

ETFs
22.4K
New
$45.94 - $51.71 $1.03M - $1.16M
22.4K $1.05B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
5.59K
New
$170.03 - $192.78 $950K - $1.08M
5.59K $1.01B
Activity Summary
Buys All Purchases 408 New Holdings 408 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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