Sovran Advisors, LLC Incresed Positions in Q3 2025

Sovran Advisors, LLC

  • $1.13 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.27K
+ 6.69%
$85.01 - $90.35 $618K - $657K
116K $10.5B
MGC
Vanguard Mega Cap ETF

ETFs
3.22K
+ 24.03%
$224.2 - $245.55 $722K - $791K
16.6K $4.17B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
7.57K
+ 7.34%
$47.75 - $54.24 $361K - $410K
111K $6.1B
PVAL
Putnam ETF Tr Putnam Focused L
19.8K
+ 18.6%
$39.93 - $42.72 $791K - $847K
126K $5.45B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.4K
+ 39.91%
$72.65 - $78.68 $828K - $896K
39.9K $3.2B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.4K
+ 25.27%
$236.25 - $257.69 $803K - $876K
16.9K $4.27B
J P Morgan Exchange Traded F
17.9K
+ 23.83%
N/A
93.2K $5.06B
SLV
I Shares Silver Trust

ETFs
3.06K
+ 3.67%
$32.73 - $42.5 $100K - $130K
86.3K $3.83B
VT
Vanguard Total World Stk Index

ETFs
4.16K
+ 10.44%
$128.41 - $138.03 $534K - $574K
44K $6.17B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
6.08K
+ 143.39%
$138.08 - $151.2 $840K - $919K
10.3K $1.62B
Innovator Etfs Trust
30.8K
+ 37.97%
N/A
112K $3.26B
Innovator Etfs Trust
28.1K
+ 8.4%
N/A
362K $10.4B
VUG
Vanguard Growth ETF

ETFs
1.74K
+ 82.82%
$433.97 - $484.08 $755K - $842K
3.84K $1.91B
JPM
Jpmorgan Chase & CO

Financial Services
2.48K
+ 32.92%
$282.78 - $316.06 $700K - $783K
10K $3.09B
IWY
Ishares Tr Russell 200 Growth

ETFs
1.17K
+ 8.18%
$243.93 - $275.62 $286K - $323K
15.5K $4.4B
VBK
Vanguard Small Cap Growth ETF

ETFs
2.31K
+ 34.81%
$276.51 - $305.12 $637K - $703K
8.93K $2.68B
IEF
Ishares Barclays

ETFs
7.14K
+ 18.64%
$93.91 - $97.26 $670K - $694K
45.4K $4.4B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.05K
+ 14.85%
$412.46 - $514.1 $432K - $539K
8.1K $4.36B
RECS
Columbia ETF Tr I

ETFs
8.35K
+ 9.05%
$36.82 - $40.35 $308K - $337K
101K $4.13B
SOXX
Ishares Semiconductor ETF

ETFs
1.67K
+ 54.31%
$236.93 - $271.12 $396K - $453K
4.75K $1.45B
FLHY
Franklin Templeton ETF Tr Libe

ETFs
27.7K
+ 39.0%
$24.08 - $24.56 $668K - $681K
98.9K $2.41B
GLDM
World Gold Trust

ETFs
3.4K
+ 11.39%
$64.73 - $76.45 $220K - $260K
33.3K $2.65B
CAT
Caterpillar Inc

Industrials
306
+ 12.43%
$390.92 - $477.15 $120K - $146K
2.77K $1.61B
AVLV
American Centy ETF Tr Avantis
6.24K
+ 10.35%
$68.33 - $72.69 $427K - $454K
66.6K $4.82B
CGSD
Capital Grp Core Plus Income E
23.4K
+ 19.93%
N/A
141K $3.66B
ARKW
Ark Next Generation Internet E

ETFs
3.47K
+ 248.46%
$144.46 - $174.76 $501K - $607K
4.87K $836M
Fidelity Covington Trust
10.7K
+ 40.22%
N/A
37.2K $1.58B
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
10.1K
+ 8.42%
$34.97 - $37.43 $354K - $379K
130K $4.85B
ASML
Asml Holding Nv

Technology
88
+ 5.13%
$689.63 - $968.09 $60.7K - $85.2K
1.8K $1.94B
JNJ
Johnson & Johnson

Healthcare
1.94K
+ 30.68%
$155.17 - $185.42 $301K - $360K
8.26K $1.56B
AMD
Advanced Micro Devices Inc

Technology
1.13K
+ 47.84%
$134.8 - $184.42 $152K - $208K
3.48K $888M
PLTR
Palantir Technologies Inc.

Technology
533
+ 6.55%
$130.68 - $186.97 $69.7K - $99.7K
8.68K $1.69B
BALT
Innovator Etfs Tr
10.3K
+ 4.16%
$32.11 - $32.82 $329K - $337K
257K $8.47B
ABBV
Abb Vie Inc.

Healthcare
1.47K
+ 28.98%
$184.85 - $231.54 $272K - $341K
6.56K $1.5B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
13.7K
+ 49.83%
$37.14 - $37.85 $508K - $518K
41.1K $1.55B
Capital Group Global Equity
10.6K
+ 12.36%
N/A
96.7K $3.03B
IGLB
Ishares 10+ Year Investment Gr

ETFs
9.11K
+ 45.14%
$48.96 - $52.08 $446K - $474K
29.3K $1.52B
CGGO
Capital Group Global Growth Eq

ETFs
6.39K
+ 6.53%
$31.71 - $34.17 $203K - $218K
104K $3.64B
HYDB
Ishares Tr Edge High Yield Def

ETFs
10.5K
+ 43.06%
$47.03 - $47.97 $493K - $503K
34.8K $1.65B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
10.1K
+ 33.99%
$44.82 - $46.28 $453K - $468K
39.8K $1.84B
Innovator Etfs Trust
17.4K
+ 87.15%
N/A
37.4K $1B
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
17.4K
+ 27.89%
N/A
79.9K $1.9B
LLY
Eli Lilly & CO

Healthcare
441
+ 26.39%
$625.65 - $812.69 $276K - $358K
2.11K $1.78B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
16.1K
+ 35.92%
$26.88 - $27.78 $433K - $447K
60.9K $1.68B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
8.29K
+ 19.26%
$50.85 - $51.35 $421K - $425K
51.3K $2.65B
TJX
Tjx Companies Inc

Consumer Cyclical
2.46K
+ 38.37%
$121.35 - $144.54 $299K - $356K
8.87K $1.26B
CRM
Salesforce, Inc.

Technology
2.12K
+ 42.43%
$231.66 - $273.65 $490K - $579K
7.1K $1.82B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.27K
+ 84.48%
$49.43 - $54.52 $359K - $396K
15.9K $876M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
11.9K
+ 27.5%
$31.86 - $34.58 $379K - $412K
55.2K $1.85B
Activity Summary
Buys All Purchases 323 New Holdings 70 Increased Positions 253 Sells All Sells 185 Reductions 185 Sold out 0 Options Calls 0 Puts 0
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