Sovran Advisors, LLC Incresed Positions in Q2 2025

Sovran Advisors, LLC

  • $954 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
713
+ 97.14%
$451.58 - $565.94 $322K - $404K
1.45K $763M
V
Visa Inc.

Financial Services
784
+ 16.1%
$308.27 - $373.31 $242K - $293K
5.65K $2B
RTX
Raytheon Technologies Corp

Industrials
2.53K
+ 137.47%
$113.75 - $148.48 $288K - $375K
4.37K $633M
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
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
GE
General Electric CO

Industrials
38
+ 0.78%
$166.81 - $257.39 $6.34K - $9.78K
4.92K $1.22B
HTRB
Hartford Fds Total Return Bd E

ETFs
9.29K
+ 69.5%
$33.14 - $34.12 $308K - $317K
22.7K $762M
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
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
FTEC
Fidelity Covington Tr Msci Inf

ETFs
10
+ 0.18%
$139.8 - $197.22 $1.4K - $1.97K
5.65K $1.13B
AIQ
Global X Funds Global X Artifi

ETFs
3.88K
+ 34.6%
$31.5 - $43.69 $122K - $170K
15.1K $660M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
2.46K
+ 9.91%
$42.56 - $50.32 $105K - $124K
27.3K $1.39B
PM
Philip Morris International Inc.

Consumer Defensive
1.23K
+ 36.29%
$149.23 - $184.95 $184K - $228K
4.63K $823M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.08K
+ 37.62%
$166.82 - $194.23 $180K - $210K
3.95K $773M
NEOV
Neo Volta Inc.

Industrials
250
+ 0.15%
$1.86 - $3.56 $465 - $890
167K $609M
XTEN
Bondbloxx ETF Tr Bloomberg 10
5.62K
+ 106.78%
N/A
10.9K $493M
Blackrock Inc
80
+ 10.8%
N/A
821 $883M
AVEM
American Centy ETF Tr Avantis

ETFs
2.07K
+ 24.58%
$53.08 - $68.54 $110K - $142K
10.5K $721M
ITA
Ishares Tr

ETFs
240
+ 4.88%
$135.31 - $188.64 $32.5K - $45.3K
5.16K $964M
JGRO
J P Morgan Exchange Traded Fd
1.05K
+ 13.03%
N/A
9.12K $782M
BA
Boeing CO

Industrials
62
+ 1.78%
$136.59 - $217.51 $8.47K - $13.5K
3.55K $776M
FSK
Fs Kkr Capital Corp

Financial Services
5.11K
+ 8.17%
$17.95 - $21.5 $91.7K - $110K
67.6K $1.43B
Ge Vernova Inc
82
+ 10.33%
N/A
876 $464M
Pimco ETF Tr
7.45K
+ 81.97%
N/A
16.5K $435M
MA
Mastercard Inc

Financial Services
157
+ 6.42%
$479.92 - $590.74 $75.3K - $92.7K
2.6K $1.46B
IYM
Ishares Tr

ETFs
1.04K
+ 37.08%
$116.16 - $140.01 $120K - $145K
3.83K $550M
XLI
Industrial Sector Spdr

ETFs
243
+ 3.74%
$116.42 - $147.52 $28.3K - $35.8K
6.75K $1B
CPNG
Coupang, Inc.

Consumer Cyclical
78
+ 0.36%
$19.76 - $30.81 $1.54K - $2.4K
21.8K $653M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
883
+ 15.99%
$93.75 - $114.45 $82.8K - $101K
6.4K $742M
CVX
Chevron Corp

Energy
521
+ 7.43%
$133.73 - $168.51 $69.7K - $87.8K
7.53K $1.15B
RODM
Hartford Multifactor Developed

ETFs
4.16K
+ 28.34%
$28.23 - $34.22 $117K - $142K
18.8K $640M
ACN
Accenture PLC

Technology
302
+ 6.92%
$279.23 - $323.21 $84.3K - $97.6K
4.66K $1.41B
Super Micro Computer Inc
345
+ 3.69%
N/A
9.7K $477M
BEN
Franklin Resources Inc

Financial Services
348
+ 1.39%
$16.66 - $23.85 $5.8K - $8.3K
25.4K $623M
BAC
Bank Of America Corp

Financial Services
2.1K
+ 25.75%
$34.39 - $47.46 $72.2K - $99.6K
10.3K $483M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.64K
+ 29.06%
$60.21 - $75.37 $98.8K - $124K
7.29K $545M
CE
Celanese Corp

Basic Materials
852
+ 14.72%
$37.49 - $59.36 $31.9K - $50.6K
6.64K $401M
FLRG
Fidelity Covington Tr U S Mult

ETFs
2.31K
+ 11.84%
$29.74 - $35.95 $68.8K - $83.2K
21.9K $783M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.27K
+ 1.74%
$44.37 - $50.04 $56.3K - $63.5K
74K $3.59B
XLF
Financial Sector Spdr

ETFs
1.13K
+ 6.07%
$43.92 - $52.37 $49.6K - $59.2K
19.8K $1.03B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.2K
+ 5.46%
$105.23 - $109.61 $126K - $131K
23.1K $2.5B
CSCO
Cisco Systems, Inc.

Technology
43
+ 0.38%
$53.19 - $69.38 $2.29K - $2.98K
11.4K $785M
Blackrock ETF Trust Ii
1.98K
+ 3.35%
N/A
61.1K $3.2B
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
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