Sovran Advisors, LLC Sells in Q4 2025

Sovran Advisors, LLC

  • $1.18 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-11.9K
- 9.9%
$179.83 - $207.04 $2.13M - $2.46M
108K $20.2B
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
-108K
- 83.07%
$36.33 - $37.89 $3.94M - $4.11M
22.1K $879M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-72.1K
- 85.18%
$43.6 - $45.68 $3.14M - $3.29M
12.6K $571M
JPEM
Jp Morgan Diversified Return

ETFs
-52.1K
- 83.53%
$57.59 - $61.34 $3M - $3.2M
10.3K $649M
USEP
Innovator U.S. Equity Ultra Bu
-86.5K
- 13.91%
N/A
535K $21.2B
CGXU
Capital Group Intl Focus Equit

ETFs
-96.3K
- 81.32%
$29.32 - $31.03 $2.82M - $2.99M
22.1K $685M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-15.8K
- 18.26%
$191.01 - $199.18 $3.03M - $3.16M
71K $14.4B
Innovator Etfs Trust
-94.6K
- 26.12%
N/A
267K $7.8B
SYF
Synchrony Financial

Financial Services
-38.1K
- 41.01%
$68.02 - $75.49 $2.59M - $2.88M
54.8K $4.26B
Ishares Bitcoin Trust ETF
-3.18K
- 0.98%
N/A
321K $17.3B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-78.2K
- 38.99%
$25.44 - $25.56 $1.99M - $2M
122K $3.12B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-24.2K
- 85.94%
$78.65 - $79.19 $1.9M - $1.92M
3.96K $312M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-35.8K
- 19.03%
$50.57 - $50.77 $1.81M - $1.82M
152K $7.71B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.99K
- 17.65%
$600.51 - $631.95 $1.8M - $1.89M
14K $8.89B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-28.2K
- 63.11%
$56.0 - $57.6 $1.58M - $1.62M
16.5K $962M
NVO
Novo Nordisk A S

Healthcare
-31.5K
- 75.97%
$45.68 - $59.65 $1.44M - $1.88M
9.96K $569M
COF
Capital One Financial Corp

Financial Services
-7.3K
- 46.67%
$201.01 - $225.01 $1.47M - $1.64M
8.34K $1.98B
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-91.2K
- 62.46%
$13.24 - $14.59 $1.21M - $1.33M
54.8K $716M
MSTR
Microstrategy Inc

Technology
-1.05K
- 8.6%
$199.75 - $359.69 $210K - $377K
11.1K $1.9B
IDV
Ishares Tr

ETFs
-36K
- 31.53%
$35.91 - $38.56 $1.29M - $1.39M
78.3K $3.16B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-14.7K
- 8.48%
$52.77 - $54.83 $776K - $806K
159K $8.31B
EFV
Msci Eafe Value ETF

ETFs
-24.1K
- 14.19%
$66.73 - $70.99 $1.61M - $1.71M
146K $10.7B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2.52K
- 22.62%
$557.73 - $694.99 $1.4M - $1.75M
8.62K $6.39B
QCOM
Qualcomm Inc

Technology
-732
- 1.58%
$153.59 - $187.68 $112K - $137K
45.6K $7.36B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-16.7K
- 10.15%
$50.55 - $50.74 $845K - $848K
148K $7.5B
COST
Costco Wholesale Corp

Consumer Defensive
-1.11K
- 17.28%
$910.94 - $954.99 $1.01M - $1.06M
5.3K $5.07B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-8.44K
- 12.56%
$91.46 - $91.76 $772K - $774K
58.8K $5.38B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.7K
- 23.39%
$475.68 - $513.11 $810K - $873K
5.57K $2.75B
MPWR
Monolithic Power Systems Inc

Technology
-549
- 56.02%
$904.44 - $1105.05 $497K - $607K
431 $435M
Cava Group Inc
-25.6K
- 37.7%
N/A
42.3K $3.05B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.16K
- 2.73%
$88.67 - $92.06 $280K - $291K
113K $9.96B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-5.52K
- 16.69%
$74.62 - $78.21 $412K - $431K
27.5K $1.99B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-3.44K
- 33.33%
$149.52 - $158.91 $514K - $547K
6.88K $1.08B
PDI
Pimco Dynamic Income Fund

Financial Services
-28.2K
- 38.63%
$18.04 - $19.91 $508K - $561K
44.7K $811M
MGC
Vanguard Mega Cap ETF

ETFs
-2.19K
- 13.17%
$239.57 - $253.74 $524K - $555K
14.4K $3.65B
HCA
Hca Healthcare, Inc.

Healthcare
-1.08K
- 47.23%
$410.68 - $476.61 $442K - $513K
1.2K $582M
BNDX
Vanguard Total International B

ETFs
-8.45K
- 17.98%
$49.3 - $49.91 $416K - $421K
38.5K $1.87B
LOW
Lowes Companies Inc

Consumer Cyclical
-2.58K
- 37.27%
$225.0 - $247.99 $581K - $640K
4.34K $1.2B
CGDV
Capital Group Divid Value ETF

ETFs
-25K
- 6.82%
$41.33 - $43.47 $1.03M - $1.09M
342K $15.2B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-8.52K
- 2.99%
$46.57 - $47.16 $397K - $402K
277K $12.9B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-3.98K
- 35.75%
$102.72 - $103.6 $409K - $413K
7.16K $734M
AVLV
American Centy ETF Tr Avantis
-11K
- 16.46%
$70.14 - $73.74 $769K - $808K
55.6K $4.42B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-75
- 60.98%
$4804.01 - $5424.55 $360K - $407K
48 $249M
PANW
Palo Alto Networks Inc

Technology
-998
- 18.39%
$204.77 - $221.38 $204K - $221K
4.43K $831M
MNST
Monster Beverage Corp

Consumer Defensive
-5.67K
- 66.82%
$66.31 - $71.91 $376K - $408K
2.82K $219M
ARKW
Ark Next Generation Internet E

ETFs
-1.58K
- 32.44%
$154.1 - $182.2 $243K - $288K
3.29K $491M
IWY
Ishares Tr Russell 200 Growth

ETFs
-720
- 4.64%
$268.43 - $288.26 $193K - $208K
14.8K $4.06B
CGUS
Capital Group Core Equity ETF
-11.4K
- 7.01%
$38.81 - $40.67 $441K - $462K
151K $6.17B
VGT
Vanguard Information Technolog

ETFs
-280
- 7.44%
$736.33 - $801.52 $206K - $224K
3.48K $2.64B
Activity Summary
Buys All Purchases 303 New Holdings 65 Increased Positions 238 Sells All Sells 229 Reductions 229 Sold out 0 Options Calls 0 Puts 0
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