Sovran Advisors, LLC Purchases in Q2 2025

Sovran Advisors, LLC

  • $954 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PDI
Pimco Dynamic Income Fund

Financial Services
25.9K
+ 46.44%
$17.02 - $19.87 $442K - $515K
81.8K $1.57B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
19.7K
+ 78.17%
$25.27 - $27.14 $497K - $533K
44.8K $1.21B
Tidal Tr Ii
37.5K
New
N/A
37.5K $549M
BNDX
Vanguard Total International B

ETFs
11.1K
+ 32.21%
$48.77 - $49.55 $543K - $551K
45.7K $2.25B
ASML
Asml Holding Nv

Technology
438
+ 34.3%
$595.37 - $815.24 $261K - $357K
1.72K $1.36B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
14.5K
+ 62.26%
$27.3 - $31.8 $395K - $461K
37.7K $1.2B
ICSH
Blackrock Ultra Short Term Bon

ETFs
10.7K
New
$50.48 - $50.71 $541K - $543K
10.7K $541M
MUB
Ishares National Muni Bond ETF

ETFs
4.84K
+ 13.06%
$102.31 - $105.8 $495K - $512K
41.9K $4.36B
Innovator Etfs Trust
20K
New
N/A
20K $508M
MAR
Marriott International Inc

Consumer Cyclical
1.8K
New
$211.12 - $274.14 $380K - $494K
1.8K $504M
HYDB
Ishares Tr Edge High Yield Def

ETFs
10.1K
+ 71.01%
$44.64 - $47.48 $451K - $480K
24.3K $1.15B
CRM
Salesforce, Inc.

Technology
1.46K
+ 41.44%
$236.26 - $291.15 $345K - $425K
4.99K $1.36B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.74K
+ 10.6%
$58.41 - $72.69 $160K - $199K
28.5K $2.08B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
10.3K
+ 52.9%
$43.65 - $45.44 $449K - $467K
29.7K $1.34B
DVA
Davita Inc.

Healthcare
3.28K
New
$133.5 - $155.51 $438K - $510K
3.28K $472M
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
358K
+ 91.35%
N/A
750K $646M
LLY
Eli Lilly & CO

Healthcare
664
+ 65.94%
$713.71 - $898.95 $474K - $597K
1.67K $1.3B
PPA
Invesco Exchange Traded Fd Tr

ETFs
831
+ 6.48%
$105.2 - $141.69 $87.4K - $118K
13.7K $1.93B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.25K
+ 83.76%
$102.02 - $103.5 $433K - $439K
9.31K $954M
BLOK
Amplify ETF Tr Trnsformational

ETFs
103
+ 0.52%
$32.56 - $57.11 $3.35K - $5.88K
19.9K $1.14B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
646
+ 25.25%
$179.95 - $278.88 $116K - $180K
3.2K $908M
ISRG
Intuitive Surgical Inc

Healthcare
713
+ 97.14%
$451.58 - $565.94 $322K - $404K
1.45K $763M
Capital Group New Geography
14.1K
New
N/A
14.1K $408M
V
Visa Inc.

Financial Services
784
+ 16.1%
$308.27 - $373.31 $242K - $293K
5.65K $2B
VGIT
Vanguard Intermediate Term Tre

ETFs
6.73K
New
$58.63 - $59.9 $395K - $403K
6.73K $398M
RTX
Raytheon Technologies Corp

Industrials
2.53K
+ 137.47%
$113.75 - $148.48 $288K - $375K
4.37K $633M
FNDF
Schwab Fundamental Intl Large

ETFs
9.78K
New
$32.25 - $40.02 $315K - $391K
9.78K $394M
MNST
Monster Beverage Corp

Consumer Defensive
6.37K
New
$55.01 - $64.24 $351K - $409K
6.37K $393M
AMAT
Applied Materials Inc

Technology
1.38K
+ 71.17%
$126.95 - $183.52 $175K - $253K
3.32K $647M
CAT
Caterpillar Inc

Industrials
448
+ 22.24%
$273.94 - $388.21 $123K - $174K
2.46K $971M
EEM
Ishares Msci Emerging Markets

ETFs
7.7K
New
$38.52 - $48.28 $297K - $372K
7.7K $373M
NVS
Novartis Ag

Healthcare
2.97K
New
$101.96 - $121.01 $303K - $359K
2.97K $361M
ABBV
Abb Vie Inc.

Healthcare
1.56K
+ 44.44%
$170.16 - $206.27 $266K - $323K
5.08K $965M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
722
+ 106.96%
$376.48 - $440.65 $272K - $318K
1.4K $618M
VB
Vanguard Small Cap ETF

ETFs
1.05K
+ 38.74%
$193.73 - $237.37 $203K - $249K
3.76K $908M
DGRO
Ishares Core Dividend Growth E

ETFs
4.02K
+ 35.1%
$55.22 - $63.94 $222K - $257K
15.5K $1B
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
11.5K
New
$24.63 - $29.39 $283K - $337K
11.5K $332M
GE
General Electric CO

Industrials
38
+ 0.78%
$166.81 - $257.39 $6.34K - $9.78K
4.92K $1.22B
PSX
Phillips 66

Energy
2.49K
New
$92.87 - $125.73 $231K - $313K
2.49K $324M
Lam Research Corp
3.21K
New
N/A
3.21K $320M
SAP
Sap Se

Technology
862
+ 83.53%
$237.53 - $309.8 $205K - $267K
1.89K $585M
HTRB
Hartford Fds Total Return Bd E

ETFs
9.29K
+ 69.5%
$33.14 - $34.12 $308K - $317K
22.7K $762M
SHEL
Shell PLC

Energy
4.36K
New
$59.75 - $73.05 $261K - $318K
4.36K $311M
HON
Honeywell International Inc

Industrials
1.1K
+ 103.96%
$182.86 - $232.88 $202K - $257K
2.16K $519M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.17K
+ 79.4%
$91.62 - $116.16 $198K - $252K
4.89K $571M
IETC
Ishares U S ETF Tr

ETFs
3.23K
New
$67.28 - $94.0 $217K - $304K
3.23K $306M
PANW
Palo Alto Networks Inc

Technology
236
+ 3.41%
$152.44 - $204.64 $36K - $48.3K
7.16K $1.46B
CGMU
Capital Group Core Plus Income
10.7K
+ 31.06%
N/A
45K $1.2B
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
10K
New
$28.18 - $29.22 $283K - $293K
10K $290M
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
Track This Portfolio

Track Sovran Advisors, LLC Portfolio

Follow Sovran Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovran Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sovran Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email