Sovran Advisors, LLC Incresed Positions in Q1 2025

Sovran Advisors, LLC

  • $770 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CMF
Ishares California Muni Bond E

ETFs
4.12K
+ 57.97%
$55.93 - $57.47 $231K - $237K
11.2K $620M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.56K
+ 136.89%
$40.03 - $46.81 $263K - $307K
11.4K $426M
CHD
Church & Dwight CO Inc

Consumer Defensive
2K
+ 49.73%
$101.42 - $113.2 $203K - $226K
6.02K $634M
IYT
Ishares Tr U.S. Transportation

ETFs
4.09K
+ 121.94%
$63.37 - $73.39 $259K - $300K
7.44K $443M
GILD
Gilead Sciences, Inc.

Healthcare
1.28K
+ 22.99%
$89.14 - $117.41 $114K - $150K
6.84K $715M
IYK
Ishares U.S. Consumer Staples

ETFs
1.03K
+ 5.52%
$63.29 - $71.8 $65.4K - $74.2K
19.7K $1.41B
WMT
Walmart Inc.

Consumer Defensive
1.76K
+ 10.39%
$84.5 - $105.05 $148K - $185K
18.7K $1.74B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2.81K
+ 66.83%
$119.87 - $145.05 $336K - $407K
7.01K $782M
DHR
Danaher Corp

Healthcare
1.84K
+ 64.43%
$201.62 - $250.59 $370K - $460K
4.68K $875M
Linde PLC
385
+ 46.44%
N/A
1.21K $549M
EMLP
First Tr Exchange Traded Iv

ETFs
5.45K
+ 27.75%
$35.79 - $38.28 $195K - $208K
25.1K $908M
AVLV
American Centy ETF Tr Avantis
8.48K
+ 19.08%
$63.51 - $70.42 $538K - $597K
52.9K $3.2B
BXP
Boston Properties Inc

Real Estate
3.49K
+ 62.63%
$63.97 - $74.91 $224K - $262K
9.07K $580M
EMB
Ishares Tr

ETFs
1.97K
+ 25.89%
$88.64 - $92.03 $174K - $181K
9.57K $849M
BEN
Franklin Resources Inc

Financial Services
11.2K
+ 80.37%
$18.92 - $22.24 $211K - $248K
25.1K $441M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.07K
+ 43.69%
$29.34 - $31.31 $208K - $221K
23.3K $662M
ITW
Illinois Tool Works Inc

Industrials
868
+ 55.11%
$244.9 - $274.48 $213K - $238K
2.44K $564M
EQR
Equity Residential

Real Estate
2.5K
+ 68.47%
$66.98 - $75.02 $167K - $188K
6.15K $420M
USEP
Innovator U.S. Equity Ultra Bu
32.8K
+ 6.28%
N/A
555K $18.5B
THLV
Thor Finl Technologies Tr Low
7.36K
+ 24.18%
N/A
37.8K $986M
LVHI
Franklin International Low Vol

ETFs
4.35K
+ 5.39%
$30.53 - $32.85 $133K - $143K
85.1K $2.63B
PLTR
Palantir Technologies Inc.

Technology
94
+ 1.75%
$64.98 - $124.62 $6.11K - $11.7K
5.45K $511M
CGMU
Capital Group Core Plus Income
6.27K
+ 22.36%
N/A
34.3K $906M
XLP
Consumer Staples Sector Spdr

ETFs
1.19K
+ 12.06%
N/A
11K $904M
LOW
Lowes Companies Inc

Consumer Cyclical
1.53K
+ 26.39%
$222.66 - $268.42 $341K - $411K
7.33K $1.6B
PG
Procter & Gamble CO

Consumer Defensive
566
+ 12.28%
$158.56 - $176.26 $89.7K - $99.8K
5.18K $883M
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.33K
+ 23.24%
$63.77 - $68.75 $212K - $229K
17.7K $1.1B
AVEM
American Centy ETF Tr Avantis

ETFs
2.42K
+ 40.38%
$57.11 - $62.4 $138K - $151K
8.41K $489M
MA
Mastercard Inc

Financial Services
234
+ 10.58%
$504.67 - $576.31 $118K - $135K
2.45K $1.26B
PCM
Pcm Fund, Inc.

Financial Services
27.1K
+ 47.11%
$6.44 - $7.77 $175K - $211K
84.7K $514M
SOXX
Ishares Semiconductor ETF

ETFs
1.49K
+ 70.45%
$188.17 - $235.81 $280K - $351K
3.6K $600M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
2.86K
+ 17.25%
$43.76 - $45.31 $125K - $130K
19.4K $861M
XLU
Utilities Sector Spdr

ETFs
1.54K
+ 21.25%
$74.7 - $80.27 $115K - $123K
8.76K $681M
XLI
Industrial Sector Spdr

ETFs
1.42K
+ 27.89%
$128.78 - $141.67 $183K - $201K
6.5K $815M
VB
Vanguard Small Cap ETF

ETFs
931
+ 52.39%
$217.89 - $252.64 $203K - $235K
2.71K $561M
MBB
Ishares Tr

ETFs
430
+ 0.98%
$90.37 - $94.08 $38.9K - $40.5K
44.3K $4.09B
AMGN
Amgen Inc

Healthcare
295
+ 6.9%
$258.59 - $327.36 $76.3K - $96.6K
4.57K $1.27B
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
764
+ 0.37%
$18.46 - $19.19 $14.1K - $14.7K
208K $3.96B
MPWR
Monolithic Power Systems Inc

Technology
321
+ 48.78%
$565.7 - $720.25 $182K - $231K
979 $513M
MGC
Vanguard Mega Cap ETF

ETFs
1.7K
+ 17.98%
$199.2 - $222.69 $338K - $378K
11.1K $2.11B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
6.41K
+ 11.44%
$23.32 - $23.84 $150K - $153K
62.4K $1.44B
APP
App Lovin Corp

Technology
764
+ 100.13%
$238.08 - $510.13 $182K - $390K
1.53K $364M
VZ
Verizon Communications Inc

Communication Services
163
+ 0.86%
$37.81 - $46.49 $6.16K - $7.58K
19.2K $845M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
5.38K
+ 42.87%
$22.27 - $22.65 $120K - $122K
17.9K $397M
ISRG
Intuitive Surgical Inc

Healthcare
270
+ 58.19%
$476.63 - $610.45 $129K - $165K
734 $354M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.73K
+ 45.68%
$59.78 - $60.03 $103K - $104K
5.51K $330M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
6.42K
+ 13.03%
$18.54 - $18.88 $119K - $121K
55.6K $1.02B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.2K
+ 54.94%
$59.79 - $67.15 $131K - $148K
6.2K $354M
KLAC
Kla Corp

Technology
193
+ 54.37%
$636.62 - $777.63 $123K - $150K
548 $348M
Activity Summary
Buys All Purchases 329 New Holdings 73 Increased Positions 256 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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