Sovran Advisors, LLC Incresed Positions in Q4 2025

Sovran Advisors, LLC

  • $1.18 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VNLA
Janus Henderson Short Duration

ETFs
110K
+ 69.51%
$49.13 - $49.33 $5.4M - $5.42M
268K $13.2B
AVGO
Broadcom Inc.

Technology
16.8K
+ 121.29%
$324.63 - $385.98 $5.45M - $6.48M
30.6K $10.5B
FNDF
Schwab Fundamental Intl Large

ETFs
86.2K
+ 859.79%
$42.35 - $45.18 $3.65M - $3.9M
96.3K $4.54B
IVE
Ishares S&P 500 Value ETF

ETFs
15.4K
+ 19.62%
$202.52 - $212.07 $3.11M - $3.26M
93.6K $20.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
5.27K
+ 22.44%
$653.02 - $687.39 $3.44M - $3.63M
28.8K $19.9B
Usa Rare Earth Inc
267K
+ 119.67%
N/A
490K $8.22B
SLV
I Shares Silver Trust

ETFs
4.19K
+ 4.86%
$42.4 - $49.17 $178K - $206K
90.5K $7.54B
VCIT
Vanguard Intermediate Term Cor

ETFs
40.1K
+ 248.87%
$83.45 - $84.82 $3.34M - $3.4M
56.2K $4.72B
JPIE
J P Morgan Exchange Traded Fd
69.9K
+ 141.32%
$46.18 - $46.47 $3.23M - $3.25M
119K $5.54B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
62.8K
+ 152.41%
$49.78 - $50.16 $3.13M - $3.15M
104K $5.23B
VTV
Vanguard Value ETF

ETFs
11.9K
+ 309.65%
$182.87 - $189.72 $2.17M - $2.25M
15.7K $3.12B
COIN
Coinbase Global, Inc.

Technology
9.49K
+ 617.64%
$283.14 - $387.27 $2.69M - $3.67M
11K $2.64B
WMT
Walmart Inc.

Consumer Defensive
14.7K
+ 69.82%
$101.18 - $109.03 $1.49M - $1.61M
35.9K $4.27B
AMZN
Amazon Com Inc

Consumer Cyclical
5.07K
+ 9.63%
$213.04 - $254.0 $1.08M - $1.29M
57.7K $13.7B
IEMG
Ishares Inc

ETFs
23.1K
+ 18.55%
N/A
148K $10.5B
GOOGL
Alphabet Inc.

Communication Services
1.24K
+ 5.58%
$236.57 - $291.31 $293K - $361K
23.5K $7.81B
Lam Research Corp
5.8K
+ 192.82%
N/A
8.81K $1.91B
ASML
Asml Holding Nv

Technology
710
+ 39.38%
$936.19 - $1075.45 $665K - $764K
2.51K $3.35B
FDVV
Fidelity High Dividend ETF

ETFs
23.7K
+ 214.73%
$54.66 - $56.68 $1.3M - $1.34M
34.8K $2B
AMAT
Applied Materials Inc

Technology
3.5K
+ 146.02%
$209.95 - $240.89 $735K - $843K
5.9K $1.88B
Blackrock ETF Trust
38K
+ 152.93%
N/A
62.9K $2.02B
JPM
Jpmorgan Chase & CO

Financial Services
3.89K
+ 38.93%
$294.11 - $320.41 $1.15M - $1.25M
13.9K $4.3B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.26K
+ 25.27%
$245.79 - $258.02 $1.05M - $1.1M
21.1K $5.43B
TFLO
Ishares Treasury Floating Rate

ETFs
22.3K
+ 15.89%
$50.42 - $50.61 $1.12M - $1.13M
162K $8.2B
META
Meta Platforms, Inc.

Communication Services
2.6K
+ 23.1%
$609.01 - $751.67 $1.58M - $1.95M
13.8K $8.6B
Capital Grp Fixed Incm ETF T
40.7K
+ 12.42%
N/A
368K $9.78B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
6.29K
+ 55.21%
$132.67 - $138.39 $834K - $870K
17.7K $2.55B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.7K
+ 14.88%
$99.87 - $101.27 $969K - $983K
74.9K $7.51B
VOT
Vanguard Mid Cap Growth Index

ETFs
3.3K
+ 41.26%
$279.76 - $298.12 $923K - $984K
11.3K $3.24B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.73K
+ 121.15%
$454.87 - $482.76 $787K - $835K
3.16K $1.56B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
18.9K
+ 36.84%
$51.27 - $51.8 $969K - $979K
70.2K $3.53B
TSLA
Tesla, Inc.

Consumer Cyclical
2.02K
+ 17.23%
$401.99 - $468.37 $812K - $946K
13.7K $6.03B
Innovator Etfs Trust
28K
+ 25.03%
N/A
140K $4.12B
Ge Vernova Inc
1.2K
+ 120.78%
N/A
2.2K $1.41B
IAU
Ishares Gold Trust

ETFs
334
+ 0.47%
$72.65 - $82.5 $24.3K - $27.6K
71.6K $6.21B
VT
Vanguard Total World Stk Index

ETFs
4.17K
+ 9.48%
$135.16 - $141.78 $564K - $591K
48.2K $6.98B
Globalstar Inc
150
+ 0.23%
N/A
66.5K $4.18B
ISRG
Intuitive Surgical Inc

Healthcare
1.43K
+ 96.3%
$429.59 - $576.2 $616K - $826K
2.92K $1.58B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.6K
+ 244.34%
$100.37 - $100.72 $763K - $766K
10.7K $1.08B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.34K
+ 8.03%
$589.5 - $635.77 $790K - $852K
18K $11.2B
IVV
Ishares Core S&P 500 ETF

ETFs
284
+ 0.65%
$656.2 - $690.71 $186K - $196K
44.2K $30.7B
AMD
Advanced Micro Devices Inc

Technology
3.59K
+ 103.07%
$164.01 - $264.33 $589K - $949K
7.07K $1.61B
CGCP
Capital Group Core Plus Income

ETFs
31.5K
+ 5.58%
$22.64 - $22.98 $712K - $723K
595K $13.5B
SCHV
Schwab Strategic Tr Us Large C

ETFs
19K
+ 64.8%
$28.46 - $29.45 $541K - $559K
48.3K $1.49B
VEA
Vanguard Ftse Developed Market

ETFs
4.05K
+ 4.14%
$59.18 - $62.09 $240K - $251K
102K $6.62B
PVAL
Putnam ETF Tr Putnam Focused L
3.12K
+ 2.47%
$41.58 - $44.36 $130K - $138K
129K $6.09B
NEOV
Neo Volta Inc.

Industrials
226K
+ 97.13%
$3.98 - $6.06 $898K - $1.37M
458K $1.57B
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
4.79K
+ 0.51%
$4.65 - $5.25 $22.3K - $25.1K
949K $5.07B
OEF
Ishares S&P 100 ETF

ETFs
1.68K
+ 5.89%
N/A
30.2K $10.4B
Activity Summary
Buys All Purchases 303 New Holdings 65 Increased Positions 238 Sells All Sells 229 Reductions 229 Sold out 0 Options Calls 0 Puts 0
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