Sovran Advisors, LLC New Holdings in Q4 2024

Sovran Advisors, LLC

  • $702 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
124K
New
$26.93 - $84.95 $3.33M - $10.5M
124K $3.4B
GOOG
Alphabet Inc.

Communication Services
17.5K
New
$163.08 - $198.16 $2.86M - $3.48M
17.5K $3.35B
JNJ
Johnson & Johnson

Healthcare
22.7K
New
$143.34 - $165.86 $3.26M - $3.77M
22.7K $3.29B
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
141K
New
$20.7 - $22.35 $2.92M - $3.15M
141K $3.22B
SRPT
Sarepta Therapeutics, Inc.

Healthcare
27K
New
$104.54 - $137.94 $2.82M - $3.73M
27K $3.21B
JEPI
J P Morgan Exchange Traded Fd

ETFs
55.6K
New
$57.53 - $60.83 $3.2M - $3.38M
55.6K $3.2B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
66.2K
New
$47.77 - $51.75 $3.16M - $3.42M
66.2K $3.16B
JQC
Nuveen Credit Strategies Income Fund

Financial Services
532K
New
$5.64 - $5.93 $3M - $3.15M
532K $3.03B
AVLV
American Centy ETF Tr Avantis
44.4K
New
$65.51 - $71.22 $2.91M - $3.16M
44.4K $3.01B
META
Meta Platforms, Inc.

Communication Services
5.03K
New
$554.08 - $632.68 $2.79M - $3.18M
5.03K $2.99B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
38.6K
New
$77.02 - $78.58 $2.97M - $3.03M
38.6K $2.97B
JPEM
Jp Morgan Diversified Return

ETFs
57.3K
New
$51.88 - $57.84 $2.98M - $3.32M
57.3K $2.93B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
38.1K
New
$72.18 - $81.41 $2.75M - $3.1M
38.1K $2.9B
CGUS
Capital Group Core Equity ETF
81.7K
New
$33.96 - $36.24 $2.78M - $2.96M
81.7K $2.84B
Oaktree Specialty Lending CO
186K
New
N/A
186K $2.84B
PKW
Invesco Exchange Traded Fd Tr

ETFs
23.7K
New
$114.02 - $125.22 $2.7M - $2.96M
23.7K $2.75B
SFLR
Innovator Etfs Tr Equity Manag
82.9K
New
N/A
82.9K $2.7B
Cava Group Inc
23.4K
New
N/A
23.4K $2.63B
CLDX
Celldex Therapeutics, Inc.

Healthcare
113K
New
$23.31 - $32.4 $2.64M - $3.68M
113K $2.6B
AMP
Ameriprise Financial Inc

Financial Services
4.89K
New
$473.15 - $574.01 $2.31M - $2.81M
4.89K $2.58B
SLB
Schlumberger Limited

Energy
63.8K
New
$36.83 - $45.59 $2.35M - $2.91M
63.8K $2.55B
LVHI
Franklin International Low Vol

ETFs
80.7K
New
$29.98 - $31.57 $2.42M - $2.55M
80.7K $2.47B
JPM
Jpmorgan Chase & CO

Financial Services
9.9K
New
$205.18 - $250.29 $2.03M - $2.48M
9.9K $2.45B
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.03K
New
$370.24 - $418.94 $2.23M - $2.53M
6.03K $2.38B
FVD
First Tr Value Line Divid Inde

ETFs
54.6K
New
$43.4 - $46.7 $2.37M - $2.55M
54.6K $2.36B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5.45K
New
$396.64 - $516.74 $2.16M - $2.82M
5.45K $2.24B
SLV
I Shares Silver Trust

ETFs
82.1K
New
$26.33 - $31.74 $2.16M - $2.61M
82.1K $2.23B
CELH
Celsius Holdings, Inc.

Consumer Defensive
82.8K
New
$25.66 - $34.91 $2.12M - $2.89M
82.8K $2.22B
DVN
Devon Energy Corp

Energy
59.7K
New
$30.52 - $42.96 $1.82M - $2.57M
59.7K $2.22B
Blackrock ETF Trust Ii
42.6K
New
N/A
42.6K $2.21B
IEF
Ishares Barclays

ETFs
24K
New
$92.08 - $98.18 $2.21M - $2.35M
24K $2.19B
IEMG
Ishares Inc

ETFs
42.5K
New
N/A
42.5K $2.18B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
46.4K
New
$42.05 - $48.31 $1.95M - $2.24M
46.4K $2.13B
VTI
Vanguard Total Stock Market Et

ETFs
7.33K
New
$280.04 - $302.45 $2.05M - $2.22M
7.33K $2.11B
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
44K
New
$47.5 - $47.86 $2.09M - $2.11M
44K $2.1B
FLHY
Franklin Templeton ETF Tr Libe

ETFs
87K
New
$23.7 - $24.34 $2.06M - $2.12M
87K $2.07B
JSML
Janus Detroit Str Tr Henderson

ETFs
31K
New
$63.67 - $73.6 $1.97M - $2.28M
31K $2.05B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.51K
New
$442.29 - $483.08 $2M - $2.18M
4.51K $2.03B
PAVE
Global X Fds Us Infrastructure

ETFs
48.6K
New
$40.41 - $45.95 $1.96M - $2.23M
48.6K $2.01B
MGC
Vanguard Mega Cap ETF

ETFs
9.44K
New
$204.21 - $220.18 $1.93M - $2.08M
9.44K $1.99B
VEA
Vanguard Ftse Developed Market

ETFs
41.6K
New
$47.57 - $52.44 $1.98M - $2.18M
41.6K $1.98B
SMMT
Summit Therapeutics Inc.

Healthcare
117K
New
$17.52 - $23.46 $2.05M - $2.75M
117K $1.95B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
15.5K
New
$119.61 - $136.3 $1.85M - $2.11M
15.5K $1.95B
FTCS
First Trust Capital Strength E

ETFs
21.9K
New
$87.62 - $94.03 $1.92M - $2.06M
21.9K $1.92B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
86.2K
New
$22.39 - $23.45 $1.93M - $2.02M
86.2K $1.92B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9.15K
New
$201.32 - $217.44 $1.84M - $1.99M
9.15K $1.91B
MGK
Vanguard Mega Cap Growth ETF

ETFs
5.56K
New
$316.94 - $357.88 $1.76M - $1.99M
5.56K $1.87B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
14K
New
$131.66 - $144.0 $1.85M - $2.02M
14K $1.84B
HD
Home Depot, Inc.

Consumer Cyclical
4.67K
New
$385.02 - $431.37 $1.8M - $2.01M
4.67K $1.83B
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
Track This Portfolio

Track Sovran Advisors, LLC Portfolio

Follow Sovran Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovran Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sovran Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email