Sovran Advisors, LLC Incresed Positions in Q2 2025

Sovran Advisors, LLC

  • $954 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
77
+ 2.05%
$81.72 - $124.01 $6.29K - $9.55K
3.84K $468M
SPGI
S&P Global Inc.

Financial Services
220
+ 45.17%
$438.31 - $527.29 $96.4K - $116K
707 $372M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
447
+ 7.22%
$114.78 - $133.31 $51.3K - $59.6K
6.64K $894M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
823
+ 16.88%
$79.85 - $95.57 $65.7K - $78.7K
5.7K $560M
ITW
Illinois Tool Works Inc

Industrials
293
+ 11.99%
$218.41 - $252.43 $64K - $74K
2.74K $706M
CSB
Victory Portf Ii Shs Us Small

ETFs
1.75K
+ 22.1%
$49.98 - $58.24 $87.2K - $102K
9.64K $555M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.56K
+ 44.0%
$55.54 - $69.09 $86.5K - $108K
5.1K $352M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.36K
+ 8.78%
$79.56 - $82.92 $108K - $113K
16.9K $1.38B
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
434
+ 0.26%
$12.71 - $14.52 $5.52K - $6.3K
169K $2.34B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.74K
+ 19.14%
$34.72 - $42.74 $60.3K - $74.3K
10.8K $464M
SHOP
Shopify Inc.

Technology
327
+ 12.75%
$76.89 - $115.35 $25.1K - $37.7K
2.89K $325M
XSMO
Invesco S&P Smallcap Momentum

ETFs
59
+ 0.53%
$55.15 - $68.11 $3.25K - $4.02K
11.2K $766M
USB
Us Bancorp \De\

Financial Services
655
+ 8.46%
$36.4 - $45.76 $23.8K - $30K
8.4K $400M
FCOM
Fidelity Covington Tr Msci Com

ETFs
600
+ 10.61%
$50.44 - $64.81 $30.3K - $38.9K
6.26K $401M
PLUG
Plug Power Inc

Industrials
43.9K
+ 61.68%
$0.7 - $1.49 $30.7K - $65.4K
115K $163M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.65K
+ 20.6%
$29.52 - $35.31 $48.7K - $58.3K
9.67K $350M
WMT
Walmart Inc.

Consumer Defensive
229
+ 1.23%
$81.79 - $99.98 $18.7K - $22.9K
18.9K $1.83B
ITOT
Ishares Core S&P Total U.S. St

ETFs
409
+ 22.7%
$108.12 - $135.04 $44.2K - $55.2K
2.21K $300M
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.6K
+ 2.82%
$30.29 - $30.83 $78.8K - $80.2K
94.9K $2.92B
NEE
Nextera Energy Inc

Utilities
840
+ 24.11%
$64.11 - $75.0 $53.9K - $63K
4.32K $313M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.81K
+ 24.49%
$37.08 - $42.26 $67.2K - $76.5K
9.21K $381M
DHR
Danaher Corp

Healthcare
76
+ 1.62%
$174.64 - $205.16 $13.3K - $15.6K
4.76K $955M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
116
+ 0.96%
$40.64 - $47.27 $4.71K - $5.48K
12.2K $592M
BP
Bp PLC

Energy
1.59K
+ 19.99%
$26.11 - $33.81 $41.5K - $53.8K
9.54K $298M
MRK
Merck & Co., Inc.

Healthcare
712
+ 18.9%
$73.47 - $87.12 $52.3K - $62K
4.48K $364M
PLD
Prologis, Inc.

Real Estate
499
+ 20.65%
$89.76 - $112.34 $44.8K - $56.1K
2.92K $311M
Dbx ETF Tr
572
+ 7.98%
N/A
7.74K $265M
F
Ford Motor CO

Consumer Cyclical
494
+ 1.74%
$8.69 - $10.85 $4.29K - $5.36K
28.8K $337M
JNJ
Johnson & Johnson

Healthcare
422
+ 7.15%
$146.36 - $159.82 $61.8K - $67.4K
6.32K $985M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
152
+ 2.9%
$56.88 - $70.77 $8.65K - $10.8K
5.39K $380M
ABT
Abbott Laboratories

Healthcare
177
+ 2.14%
$123.95 - $138.08 $21.9K - $24.4K
8.46K $1.13B
FUTY
Fidelity Covington Tr Msci Uti

ETFs
600
+ 10.63%
$47.29 - $53.34 $28.4K - $32K
6.25K $327M
EFA
Ishares Tr Msci Eafe ETF

ETFs
81
+ 1.89%
$72.96 - $90.39 $5.91K - $7.32K
4.36K $389M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2K
+ 2.29%
$22.54 - $23.17 $45.1K - $46.3K
89.3K $2.03B
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
673
+ 2.01%
$9.18 - $11.13 $6.18K - $7.49K
34.2K $361M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
83
+ 3.05%
$81.46 - $94.63 $6.76K - $7.85K
2.8K $268M
PG
Procter & Gamble CO

Consumer Defensive
616
+ 11.9%
$157.66 - $172.39 $97.1K - $106K
5.79K $914M
PCM
Pcm Fund, Inc.

Financial Services
543
+ 0.64%
$5.93 - $6.49 $3.22K - $3.52K
85.3K $544M
FBT
First Trust Nyse Arca Biotechn

ETFs
50
+ 3.23%
$145.67 - $165.99 $7.28K - $8.3K
1.6K $263M
DUK
Duke Energy Corp

Utilities
240
+ 13.66%
$112.46 - $124.05 $27K - $29.8K
2K $232M
IGRO
Ishares Tr International Divid

ETFs
15
+ 0.5%
$66.32 - $80.17 $995 - $1.2K
3K $234M
NOC
Northrop Grumman Corp

Industrials
42
+ 9.11%
$456.3 - $540.39 $19.2K - $22.7K
503 $254M
KO
Coca Cola CO

Consumer Defensive
597
+ 3.06%
$68.37 - $73.9 $40.8K - $44.1K
20.1K $1.41B
FAST
Fastenal CO

Industrials
7.98K
+ 77.78%
$40.65 - $83.16 $324K - $664K
18.2K $781M
SMMT
Summit Therapeutics Inc.

Healthcare
3.52K
+ 2.4%
$16.64 - $36.7 $58.6K - $129K
150K $3.45B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.18K
+ 306.6%
$87.84 - $1441.89 $192K - $3.15M
2.9K $265M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
4.13K
+ 7.19%
$17.1 - $63.66 $70.7K - $263K
61.6K $1.17B
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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