Sovran Advisors, LLC Sells in Q3 2025

Sovran Advisors, LLC

  • $1.13 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.04K
- 34.11%
$92.26 - $97.51 $188K - $199K
3.94K $375M
TGT
Target Corp

Consumer Defensive
-1.25K
- 21.41%
$86.56 - $107.43 $108K - $135K
4.6K $427M
KMB
Kimberly Clark Corp

Consumer Defensive
-960
- 20.01%
$121.72 - $136.77 $117K - $131K
3.84K $461M
NOW
Service Now, Inc.

Technology
-93
- 10.15%
$850.86 - $1044.69 $79.1K - $97.2K
823 $769M
MUB
Ishares National Muni Bond ETF

ETFs
-2.76K
- 6.6%
$103.24 - $106.68 $285K - $295K
39.1K $4.2B
T
At&T Inc.

Communication Services
-892
- 2.33%
$26.94 - $29.62 $24K - $26.4K
37.4K $922M
FVD
First Tr Value Line Divid Inde

ETFs
-3.5K
- 9.49%
$44.73 - $46.86 $156K - $164K
33.4K $1.51B
THLV
Thor Finl Technologies Tr Low
-5.8K
- 38.0%
N/A
9.47K $284M
IYK
Ishares U.S. Consumer Staples

ETFs
-1.29K
- 6.86%
$67.65 - $71.68 $87.3K - $92.5K
17.5K $1.17B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-474
- 6.95%
$122.0 - $138.74 $57.8K - $65.8K
6.35K $783M
FTHI
First Trust Exchange Traded Fd

ETFs
-6.94K
- 19.21%
$22.76 - $23.92 $158K - $166K
29.2K $694M
DE
Deere & CO

Industrials
-167
- 21.72%
$457.26 - $524.37 $76.4K - $87.6K
602 $280M
ITW
Illinois Tool Works Inc

Industrials
-252
- 9.21%
$252.31 - $269.41 $63.6K - $67.9K
2.48K $605M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-2.37K
- 34.41%
$43.1 - $44.6 $102K - $106K
4.51K $200M
EFV
Msci Eafe Value ETF

ETFs
-15.1K
- 8.16%
$62.79 - $68.42 $946K - $1.03M
170K $11.6B
GLD
Spdr Gold Trust

ETFs
-6.17K
- 18.57%
$300.96 - $355.47 $1.86M - $2.19M
27.1K $10B
BA
Boeing CO

Industrials
-130
- 3.66%
$209.79 - $237.38 $27.3K - $30.9K
3.42K $685M
GPC
Genuine Parts CO

Consumer Cyclical
-734
- 30.85%
$122.23 - $142.77 $89.7K - $105K
1.65K $211M
AMAT
Applied Materials Inc

Technology
-922
- 27.78%
$156.25 - $204.95 $144K - $189K
2.4K $558M
USB
Us Bancorp \De\

Financial Services
-1.76K
- 21.01%
$43.94 - $50.41 $77.5K - $88.9K
6.63K $311M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.5K
- 17.9%
$41.43 - $44.2 $103K - $110K
11.5K $512M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-57
- 4.12%
$366.54 - $479.53 $20.9K - $27.3K
1.33K $558M
DLR
Digital Realty Trust, Inc.

Real Estate
-508
- 9.95%
$161.21 - $180.02 $81.9K - $91.5K
4.6K $785M
SBUX
Starbucks Corp

Consumer Cyclical
-417
- 9.62%
$81.9 - $96.86 $34.2K - $40.4K
3.92K $326M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.27K
- 13.75%
N/A
7.97K $806M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-1.28K
- 5.43%
$69.62 - $73.99 $88.8K - $94.4K
22.2K $1.59B
WSM
Williams Sonoma Inc

Consumer Cyclical
-794
- 29.76%
$163.62 - $210.2 $130K - $167K
1.87K $372M
PDT
John Hancock Premium Dividend Fund

Financial Services
-3.78K
- 4.47%
$13.12 - $13.46 $49.6K - $50.8K
80.7K $1.05B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-1.94K
- 27.52%
$37.5 - $40.3 $72.9K - $78.3K
5.12K $205M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-5.59K
- 15.03%
$16.46 - $17.1 $92K - $95.6K
31.6K $551M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.14K
- 17.73%
$62.09 - $66.51 $70.8K - $75.8K
5.29K $341M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-765
- 26.42%
$89.32 - $107.82 $68.3K - $82.5K
2.13K $203M
KO
Coca Cola CO

Consumer Defensive
-476
- 2.36%
$65.67 - $71.67 $31.3K - $34.1K
19.7K $1.36B
O
Realty Income Corp

Real Estate
-1.01K
- 12.16%
$56.13 - $60.79 $56.6K - $61.3K
7.29K $422M
CTAS
Cintas Corp

Industrials
-9
- 0.54%
$199.29 - $226.27 $1.79K - $2.04K
1.65K $304M
Canadian Pacific Kansas City
-326
- 9.16%
N/A
3.23K $235M
XLE
Energy Sector Spdr

ETFs
-500
- 6.16%
$84.25 - $91.99 $42.1K - $46K
7.62K $667M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-404
- 5.54%
$72.15 - $75.72 $29.1K - $30.6K
6.88K $493M
VNQ
Vanguard Specialized Funds Van

ETFs
-527
- 3.58%
$88.47 - $93.24 $46.6K - $49.1K
14.2K $1.26B
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-4.58K
- 14.95%
$12.52 - $13.45 $57.4K - $61.6K
26.1K $340M
Dbx ETF Tr
-1.89K
- 24.38%
N/A
5.85K $217M
WMB
Williams Companies, Inc.

Energy
-779
- 11.67%
$56.52 - $64.01 $44K - $49.9K
5.9K $340M
EMLP
First Tr Exchange Traded Iv

ETFs
-1.49K
- 9.58%
$36.99 - $38.38 $55K - $57.1K
14K $530M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-537
- 15.13%
$108.46 - $120.63 $58.2K - $64.8K
3.01K $354M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.46K
- 22.15%
$39.8 - $42.86 $58.3K - $62.7K
5.14K $224M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-4.75K
- 3.48%
$22.06 - $23.31 $105K - $111K
132K $3.03B
BK
Bank Of New York Mellon Corp

Financial Services
-1.86K
- 17.72%
$90.65 - $109.75 $168K - $204K
8.62K $930M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-1.06K
- 11.43%
$67.52 - $76.75 $71.4K - $81.2K
8.2K $609M
Blackrock Inc
-52
- 6.33%
N/A
769 $844M
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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