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
MPWR
Monolithic Power Systems Inc

Technology
147
+ 17.65%
$711.24 - $922.81 $105K - $136K
980 $1.07B
GE
General Electric CO

Industrials
357
+ 7.26%
$244.75 - $305.63 $87.4K - $109K
5.28K $1.64B
CGMU
Capital Group Core Plus Income
14.2K
+ 31.62%
N/A
59.2K $1.63B
NEE
Nextera Energy Inc

Utilities
4.62K
+ 106.75%
$69.77 - $77.54 $322K - $358K
8.94K $730M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.14K
+ 19.05%
$55.61 - $57.37 $397K - $410K
44.6K $2.54B
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.67K
+ 54.5%
$115.96 - $125.95 $309K - $336K
7.56K $981M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
15.7K
+ 17.61%
$22.64 - $23.22 $356K - $365K
105K $2.44B
ABT
Abbott Laboratories

Healthcare
3.82K
+ 45.21%
$120.51 - $136.62 $461K - $522K
12.3K $1.53B
Capital Group Dividend Growe
9.27K
+ 17.94%
N/A
60.9K $2.13B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
8.48K
+ 17.78%
$42.75 - $43.37 $363K - $368K
56.2K $2.42B
COST
Costco Wholesale Corp

Consumer Defensive
811
+ 14.48%
$915.95 - $994.57 $743K - $807K
6.41K $5.9B
MCD
Mcdonalds Corp

Consumer Cyclical
1.18K
+ 67.84%
$291.67 - $316.99 $343K - $373K
2.91K $881M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.95K
+ 13.9%
$89.29 - $100.17 $174K - $195K
15.9K $1.64B
Capital Group Core Balanced
7.58K
+ 10.01%
N/A
83.2K $2.9B
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.43K
+ 127.62%
$51.78 - $57.89 $281K - $315K
9.69K $578M
VTV
Vanguard Value ETF

ETFs
1.8K
+ 88.41%
$175.51 - $186.57 $316K - $336K
3.84K $712M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.97K
+ 21.11%
$31.79 - $33.42 $253K - $266K
45.7K $1.54B
NEOV
Neo Volta Inc.

Industrials
65.3K
+ 39.09%
$3.25 - $5.71 $212K - $373K
232K $936M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
190
+ 5.93%
$275.84 - $326.36 $52.4K - $62K
3.39K $1.23B
WMT
Walmart Inc.

Consumer Defensive
2.22K
+ 11.72%
$94.4 - $104.27 $209K - $231K
21.1K $2.16B
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.41K
+ 7.1%
$56.05 - $67.13 $79.1K - $94.7K
21.3K $1.45B
VB
Vanguard Small Cap ETF

ETFs
1.02K
+ 27.07%
$237.58 - $259.17 $242K - $264K
4.77K $1.21B
PEP
Pepsico Inc

Consumer Defensive
1.84K
+ 120.51%
$133.81 - $152.16 $246K - $280K
3.37K $496M
AMGN
Amgen Inc

Healthcare
1.06K
+ 24.19%
$271.18 - $309.22 $287K - $327K
5.43K $1.59B
PPA
Invesco Exchange Traded Fd Tr

ETFs
419
+ 3.07%
$139.82 - $155.45 $58.6K - $65.1K
14.1K $2.21B
RTX
Raytheon Technologies Corp

Industrials
777
+ 17.79%
$144.19 - $167.33 $112K - $130K
5.14K $913M
JPEM
Jp Morgan Diversified Return

ETFs
858
+ 1.39%
$56.25 - $59.87 $48.3K - $51.4K
62.4K $3.75B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.77K
+ 70.03%
$35.42 - $38.65 $240K - $262K
16.4K $615M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.59K
+ 71.73%
$135.0 - $146.02 $214K - $232K
3.8K $563M
AVEM
American Centy ETF Tr Avantis

ETFs
2.02K
+ 19.25%
$68.33 - $75.41 $138K - $152K
12.5K $970M
VO
Vanguard Mid Cap ETF

ETFs
600
+ 6.27%
$279.83 - $293.74 $168K - $176K
10.2K $2.94B
PG
Procter & Gamble CO

Consumer Defensive
1.94K
+ 33.43%
$150.47 - $161.22 $291K - $312K
7.73K $1.16B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.8K
+ 33.45%
$68.94 - $86.3 $124K - $155K
7.16K $614M
PLUG
Plug Power Inc

Industrials
28.9K
+ 25.09%
$1.37 - $2.65 $39.5K - $76.5K
144K $381M
PM
Philip Morris International Inc.

Consumer Defensive
2.49K
+ 53.79%
$157.77 - $183.27 $393K - $457K
7.12K $1.04B
EEM
Ishares Msci Emerging Markets

ETFs
2.87K
+ 37.23%
$48.07 - $53.4 $138K - $153K
10.6K $586M
HCA
Hca Healthcare, Inc.

Healthcare
22
+ 0.98%
$334.32 - $426.2 $7.36K - $9.38K
2.28K $1.06B
ORCL
Oracle Corp

Technology
715
+ 57.99%
$218.96 - $328.33 $157K - $235K
1.95K $500M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
10
+ 0.18%
$195.29 - $223.85 $1.95K - $2.24K
5.66K $1.33B
COF
Capital One Financial Corp

Financial Services
837
+ 5.65%
$207.29 - $229.74 $174K - $192K
15.6K $3.42B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.83K
+ 19.67%
$102.4 - $103.88 $188K - $190K
11.1K $1.15B
Linde PLC
549
+ 50.51%
N/A
1.64K $703M
CGMS
Capital Grp Core Plus Income E
6.53K
+ 18.48%
N/A
41.9K $1.16B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
7.63K
+ 17.28%
$23.54 - $23.97 $180K - $183K
51.8K $1.23B
VTI
Vanguard Total Stock Market Et

ETFs
33
+ 0.54%
$303.93 - $329.86 $10K - $10.9K
6.1K $2.04B
SHOP
Shopify Inc.

Technology
5
+ 0.17%
$112.11 - $157.12 $561 - $786
2.9K $503M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.05K
+ 6.62%
$70.85 - $76.96 $145K - $158K
33K $2.52B
HD
Home Depot, Inc.

Consumer Cyclical
329
+ 7.7%
$357.4 - $423.42 $118K - $139K
4.6K $1.75B
MNST
Monster Beverage Corp

Consumer Defensive
2.11K
+ 33.11%
$58.65 - $67.31 $124K - $142K
8.48K $565M
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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