Sovran Advisors, LLC Purchases in Q4 2024

Sovran Advisors, LLC

  • $702 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MPWR
Monolithic Power Systems Inc

Technology
658
New
$560.06 - $942.58 $369K - $620K
658 $388M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
10.5K
New
$35.45 - $40.33 $374K - $425K
10.5K $386M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
987
New
$260.53 - $404.79 $257K - $400K
987 $384M
IYH
Ishares Tr

ETFs
6.36K
New
$57.53 - $65.24 $366K - $415K
6.36K $377M
PCM
Pcm Fund, Inc.

Financial Services
57.6K
New
$7.63 - $8.21 $439K - $473K
57.6K $377M
LLY
Eli Lilly & CO

Healthcare
503
New
$727.2 - $932.06 $366K - $469K
503 $375M
USB
Us Bancorp \De\

Financial Services
7.53K
New
$43.98 - $53.66 $331K - $404K
7.53K $369M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
7.69K
New
$46.53 - $49.91 $358K - $384K
7.69K $368M
MRK
Merck & Co., Inc.

Healthcare
3.67K
New
$96.31 - $114.76 $353K - $421K
3.67K $365M
XSMO
Invesco S&P Smallcap Momentum

ETFs
5.44K
New
$65.08 - $73.72 $354K - $401K
5.44K $363M
DE
Deere & CO

Industrials
834
New
$389.45 - $466.0 $325K - $389K
834 $361M
WMB
Williams Companies, Inc.

Energy
6.18K
New
$46.37 - $59.74 $287K - $369K
6.18K $359M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.93K
New
$51.54 - $52.55 $357K - $364K
6.93K $357M
Linde PLC
829
New
N/A
829 $354M
PLTR
Palantir Technologies Inc.

Technology
5.36K
New
$36.46 - $82.38 $195K - $441K
5.36K $353M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.07K
New
$49.79 - $51.14 $352K - $361K
7.07K $350M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.64K
New
$75.1 - $82.99 $349K - $385K
4.64K $349M
AXP
American Express CO

Financial Services
1.16K
New
$267.35 - $305.57 $310K - $354K
1.16K $348M
SUB
Ishares Short Term National Mu

ETFs
3.31K
New
$104.94 - $106.2 $347K - $351K
3.31K $348M
AVEM
American Centy ETF Tr Avantis

ETFs
5.99K
New
$58.59 - $66.14 $351K - $396K
5.99K $346M
IBM
International Business Machines Corp

Technology
1.55K
New
$204.9 - $238.04 $318K - $369K
1.55K $338M
IWS
Ishares Russell Midcap Value E

ETFs
2.59K
New
$128.08 - $140.32 $331K - $363K
2.59K $337M
AAP
Advance Auto Parts Inc

Consumer Cyclical
7.5K
New
$35.69 - $47.44 $268K - $356K
7.5K $335M
Ge Vernova Inc
855
New
N/A
855 $327M
COIN
Coinbase Global, Inc.

Technology
1.27K
New
$163.17 - $343.62 $208K - $438K
1.27K $325M
CTAS
Cintas Corp

Industrials
1.67K
New
$182.7 - $226.47 $305K - $378K
1.67K $321M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.45K
New
$91.94 - $100.02 $318K - $345K
3.45K $319M
AIQ
Global X Funds Global X Artifi

ETFs
8.27K
New
$36.57 - $40.57 $302K - $335K
8.27K $315M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.39K
New
$38.37 - $42.82 $322K - $359K
8.39K $315M
SKOR
Flexshares Tr Credit Scored Us

ETFs
6.61K
New
$47.6 - $49.05 $315K - $324K
6.61K $313M
GS
Goldman Sachs Group Inc

Financial Services
535
New
$486.1 - $608.57 $260K - $326K
535 $306M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.88K
New
$160.89 - $176.18 $302K - $331K
1.88K $305M
SO
Southern CO

Utilities
3.72K
New
$81.5 - $94.15 $303K - $350K
3.72K $305M
AKAM
Akamai Technologies Inc

Technology
3.33K
New
N/A
3.33K $302M
FTGC
First Trust Global Tactical CO

ETFs
12.1K
New
$23.23 - $24.25 $281K - $293K
12.1K $300M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
5.1K
New
$58.46 - $65.6 $298K - $334K
5.1K $297M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
4.48K
New
$64.29 - $75.41 $288K - $338K
4.48K $297M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
12.2K
New
$24.13 - $24.45 $293K - $297K
12.2K $296M
LMT
Lockheed Martin Corp

Industrials
610
New
$479.66 - $614.62 $293K - $375K
610 $296M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
6.1K
New
$48.48 - $49.47 $296K - $302K
6.1K $295M
FOUR
Shift4 Payments, Inc.

Technology
2.87K
New
$88.26 - $114.95 $253K - $330K
2.87K $293M
IYM
Ishares Tr

ETFs
2.17K
New
$129.15 - $153.25 $281K - $333K
2.17K $292M
PSI
Invesco Exchange Traded Fd Tr

ETFs
4.82K
New
$53.26 - $60.98 $257K - $294K
4.82K $292M
PM
Philip Morris International Inc.

Consumer Defensive
2.42K
New
$118.38 - $133.06 $286K - $322K
2.42K $287M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.38K
New
$34.13 - $37.35 $286K - $313K
8.38K $285M
FSK
Fs Kkr Capital Corp

Financial Services
13K
New
$19.71 - $22.22 $257K - $289K
13K $283M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
12.6K
New
$22.28 - $22.66 $280K - $284K
12.6K $283M
AWK
American Water Works Company, Inc.

Utilities
2.26K
New
$123.83 - $146.07 $280K - $331K
2.26K $277M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
9.63K
New
$28.6 - $29.27 $276K - $282K
9.63K $275M
Activity Summary
Buys All Purchases 408 New Holdings 408 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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