Sovran Advisors, LLC New Holdings in Q4 2024

Sovran Advisors, LLC

  • $702 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
2.89K
New
$343.9 - $376.86 $994K - $1.09M
2.89K $1.01B
HPQ
Hp Inc

Technology
30.4K
New
$32.46 - $39.3 $987K - $1.19M
30.4K $993M
HCA
Hca Healthcare, Inc.

Healthcare
3.24K
New
$297.52 - $415.61 $963K - $1.34M
3.24K $990M
SPYG
Spdr Portfolio

ETFs
11.2K
New
$81.74 - $91.38 $917K - $1.03M
11.2K $977M
XLE
Energy Sector Spdr

ETFs
10.7K
New
$83.32 - $97.27 $891K - $1.04M
10.7K $976M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.3K
New
$61.68 - $67.87 $947K - $1.04M
15.3K $969M
CRM
Salesforce, Inc.

Technology
2.95K
New
$270.87 - $367.87 $798K - $1.08M
2.95K $953M
PHO
Invesco Exchange Traded Fd Tr

ETFs
14.3K
New
$65.79 - $72.14 $942K - $1.03M
14.3K $953M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
38K
New
$24.94 - $26.14 $948K - $994K
38K $940M
CVX
Chevron Corp

Energy
5.97K
New
$141.15 - $162.53 $843K - $970K
5.97K $937M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
14K
New
$65.67 - $69.79 $918K - $975K
14K $930M
PFE
Pfizer Inc

Healthcare
34.9K
New
$24.8 - $30.19 $866K - $1.05M
34.9K $922M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
49.2K
New
$18.62 - $19.05 $917K - $938K
49.2K $914M
COP
Conocophillips

Energy
8.35K
New
$95.12 - $114.72 $795K - $958K
8.35K $876M
AZO
Autozone Inc

Consumer Cyclical
270
New
$2981.19 - $3370.27 $805K - $910K
270 $872M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
719
New
$1146.59 - $1270.6 $824K - $914K
719 $866M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
59.9K
New
$14.28 - $14.81 $855K - $887K
59.9K $858M
T
At&T Inc.

Communication Services
39.3K
New
$21.22 - $23.88 $833K - $938K
39.3K $856M
MU
Micron Technology Inc

Technology
8.77K
New
$84.16 - $113.41 $738K - $994K
8.77K $853M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.9K
New
$71.75 - $75.11 $855K - $895K
11.9K $849M
KO
Coca Cola CO

Consumer Defensive
13.6K
New
$61.74 - $71.71 $842K - $978K
13.6K $846M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
14.2K
New
$57.38 - $61.11 $813K - $865K
14.2K $846M
PANW
Palo Alto Networks Inc

Technology
4.94K
New
$181.96 - $405.9 $899K - $2M
4.94K $842M
TGT
Target Corp

Consumer Defensive
6.16K
New
$121.59 - $160.69 $749K - $990K
6.16K $841M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
46.1K
New
$17.93 - $18.8 $826K - $866K
46.1K $837M
ASML
Asml Holding Nv

Technology
1.13K
New
$658.43 - $872.27 $746K - $988K
1.13K $834M
THLV
Thor Finl Technologies Tr Low
30.4K
New
N/A
30.4K $827M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
8.62K
New
$89.97 - $98.59 $776K - $850K
8.62K $823M
Innovator Etfs Trust
29.9K
New
N/A
29.9K $816M
BLOK
Amplify ETF Tr Trnsformational

ETFs
18K
New
$36.5 - $53.22 $659K - $960K
18K $801M
VIG
Vanguard Dividend Appreciation

ETFs
4.1K
New
N/A
4.1K $800M
IAU
Ishares Gold Trust

ETFs
15.4K
New
$48.37 - $52.65 $745K - $810K
15.4K $778M
BA
Boeing CO

Industrials
4.64K
New
$138.14 - $180.72 $641K - $839K
4.64K $775M
CAT
Caterpillar Inc

Industrials
2.08K
New
$360.37 - $416.88 $751K - $868K
2.08K $774M
CPRT
Copart Inc

Consumer Cyclical
13.8K
New
$51.36 - $63.8 $707K - $878K
13.8K $773M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
10.3K
New
$70.54 - $79.61 $724K - $817K
10.3K $770M
DGRO
Ishares Core Dividend Growth E

ETFs
12.5K
New
$60.73 - $64.94 $762K - $814K
12.5K $769M
FTHI
First Trust Exchange Traded Fd

ETFs
33.3K
New
$22.89 - $24.02 $761K - $799K
33.3K $768M
ABT
Abbott Laboratories

Healthcare
6.7K
New
$111.93 - $119.39 $749K - $799K
6.7K $757M
XLP
Consumer Staples Sector Spdr

ETFs
9.86K
New
N/A
9.86K $754M
CGMU
Capital Group Core Plus Income
28.1K
New
N/A
28.1K $751M
DIS
Walt Disney CO

Communication Services
6.87K
New
$92.39 - $117.6 $635K - $808K
6.87K $743M
PG
Procter & Gamble CO

Consumer Defensive
4.61K
New
$161.05 - $179.7 $742K - $828K
4.61K $736M
VZ
Verizon Communications Inc

Communication Services
19K
New
$39.6 - $45.21 $753K - $860K
19K $728M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
16.6K
New
$44.21 - $46.46 $733K - $770K
16.6K $726M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.59K
New
$172.07 - $207.36 $618K - $744K
3.59K $723M
DLR
Digital Realty Trust, Inc.

Real Estate
4.15K
New
$156.46 - $195.69 $649K - $812K
4.15K $722M
HEFA
Ishares Currency Hedged Msci E

ETFs
20.6K
New
$34.42 - $35.88 $711K - $741K
20.6K $719M
EMLP
First Tr Exchange Traded Iv

ETFs
19.6K
New
$33.69 - $38.24 $661K - $750K
19.6K $717M
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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