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
EMB
Ishares Tr

ETFs
128
+ 1.49%
$91.52 - $95.59 $11.7K - $12.2K
8.71K $840M
IXN
Ishares Global Information Tec

ETFs
49
+ 1.89%
$91.28 - $103.32 $4.47K - $5.06K
2.64K $292M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.52K
+ 8.74%
$25.21 - $25.99 $38.2K - $39.4K
18.9K $489M
JETS
ETF Ser Solutions U S Global J

ETFs
1.94K
+ 22.76%
$23.12 - $26.44 $44.8K - $51.2K
10.5K $253M
MCK
Mckesson Corp

Healthcare
25
+ 8.8%
$659.01 - $772.54 $16.5K - $19.3K
309 $255M
PFE
Pfizer Inc

Healthcare
2.46K
+ 31.45%
$23.29 - $25.88 $57.2K - $63.6K
10.3K $250M
IWD
Ishares Russell 1000 Val ETF

ETFs
82
+ 2.08%
$192.76 - $203.86 $15.8K - $16.7K
4.03K $822M
FNDF
Schwab Fundamental Intl Large

ETFs
251
+ 2.57%
$39.84 - $43.15 $10K - $10.8K
10K $442M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.47K
+ 6.24%
$22.9 - $23.58 $33.6K - $34.6K
24.9K $587M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
328
+ 6.09%
$69.02 - $73.57 $22.6K - $24.1K
5.72K $425M
HON
Honeywell International Inc

Industrials
637
+ 29.46%
$207.7 - $240.4 $132K - $153K
2.8K $560M
Capital Group Equity ETF Tr
890
+ 3.97%
N/A
23.3K $652M
FMB
First Tr Exchange Traded Fd Ii

ETFs
560
+ 6.82%
$49.32 - $50.93 $27.6K - $28.5K
8.77K $449M
UBER
Uber Technologies, Inc

Technology
431
+ 20.25%
$86.91 - $99.57 $37.5K - $42.9K
2.56K $247M
Fidelity Covington Trust
640
+ 10.2%
N/A
6.91K $246M
XTEN
Bondbloxx ETF Tr Bloomberg 10
435
+ 3.99%
N/A
11.3K $532M
INTF
Ishares Tr

ETFs
671
+ 11.05%
$33.72 - $36.17 $22.6K - $24.3K
6.74K $245M
PFM
Invesco Exchange Traded Fd Tr

ETFs
496
+ 10.44%
$48.04 - $50.89 $23.8K - $25.2K
5.25K $267M
DVA
Davita Inc.

Healthcare
978
+ 29.8%
$127.69 - $151.32 $125K - $148K
4.26K $506M
FNDB
Schwab Fundamental U S Broad M

ETFs
126
+ 0.69%
$23.83 - $25.77 $3K - $3.25K
18.3K $475M
BKNG
Booking Holdings Inc.

Consumer Cyclical
19
+ 18.27%
$5364.25 - $5815.92 $102K - $111K
123 $625M
CVX
Chevron Corp

Energy
178
+ 2.36%
$145.57 - $161.83 $25.9K - $28.8K
7.71K $1.18B
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
485
+ 3.97%
$46.4 - $51.49 $22.5K - $25K
12.7K $619M
ISRG
Intuitive Surgical Inc

Healthcare
41
+ 2.83%
$433.66 - $544.47 $17.8K - $22.3K
1.49K $789M
RSP
Invesco S&P 500 Equal Weight E

ETFs
65
+ 1.9%
$181.56 - $190.33 $11.8K - $12.4K
3.49K $654M
SPGI
S&P Global Inc.

Financial Services
83
+ 11.74%
$484.94 - $564.15 $40.3K - $46.8K
790 $388M
DIS
Walt Disney CO

Communication Services
472
+ 12.29%
$112.25 - $124.0 $53K - $58.5K
4.31K $482M
AZO
Autozone Inc

Consumer Cyclical
5
+ 3.6%
$3649.42 - $4354.54 $18.2K - $21.8K
144 $534M
VOE
Vanguard Mid Cap Value Index F

ETFs
14
+ 0.84%
$164.63 - $174.58 $2.3K - $2.44K
1.69K $291M
IWS
Ishares Russell Midcap Value E

ETFs
27
+ 1.13%
$132.83 - $140.61 $3.59K - $3.8K
2.43K $334M
PCM
Pcm Fund, Inc.

Financial Services
3.35K
+ 3.93%
$6.25 - $6.71 $21K - $22.5K
88.6K $553M
UL
Unilever PLC

Consumer Defensive
137
+ 3.81%
$58.43 - $65.01 $8K - $8.91K
3.73K $227M
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
100
+ 2.76%
$80.2 - $87.65 $8.02K - $8.77K
3.72K $310M
JNK
Spdr Bloomberg High Yield Bond

ETFs
4
+ 0.18%
$96.22 - $98.19 $385 - $393
2.22K $216M
ADI
Analog Devices Inc

Technology
93
+ 5.4%
$220.68 - $255.63 $20.5K - $23.8K
1.82K $423M
CCL
Carnival Corp

Consumer Cyclical
158
+ 1.95%
$28.37 - $32.49 $4.48K - $5.13K
8.28K $235M
BMY
Bristol Myers Squibb CO

Healthcare
100
+ 1.62%
$43.31 - $48.98 $4.33K - $4.9K
6.29K $287M
BX
Blackstone Inc.

Financial Services
3
+ 0.17%
$152.77 - $188.68 $458 - $566
1.76K $261M
COIN
Coinbase Global, Inc.

Technology
70
+ 4.77%
$297.99 - $419.78 $20.9K - $29.4K
1.54K $505M
DSL
Double Line Income Solutions Fund

Financial Services
701
+ 0.81%
$11.99 - $12.67 $8.4K - $8.88K
87.6K $1.03B
BEN
Franklin Resources Inc

Financial Services
343
+ 1.35%
$23.13 - $26.03 $7.93K - $8.93K
25.8K $586M
XLP
Consumer Staples Sector Spdr

ETFs
190
+ 1.73%
N/A
11.2K $856M
ACN
Accenture PLC

Technology
850
+ 18.22%
$232.56 - $304.78 $198K - $259K
5.51K $1.37B
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
1.09K
+ 3.19%
$8.89 - $10.82 $9.69K - $11.8K
35.3K $320M
CE
Celanese Corp

Basic Materials
2.71K
+ 40.82%
$39.94 - $62.39 $108K - $169K
9.35K $355M
INTU
Intuit Inc

Technology
81
+ 6.59%
$646.03 - $807.39 $52.3K - $65.4K
1.31K $860M
NFLX
Netflix Inc

Communication Services
187
+ 11.07%
$1147.87 - $1297.18 $215K - $243K
1.88K $2.04B
FSK
Fs Kkr Capital Corp

Financial Services
2.06K
+ 3.05%
$14.93 - $22.48 $30.8K - $46.4K
69.6K $1.05B
SG
Sweetgreen, Inc.

Consumer Cyclical
41K
+ 32.0%
$7.98 - $16.26 $327K - $667K
169K $1.06B
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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