Sovran Advisors, LLC Purchases in Q4 2024

Sovran Advisors, LLC

  • $702 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
64.1K
New
$570.51 - $610.59 $36.6M - $39.1M
64.1K $37.5B
USEP
Innovator U.S. Equity Ultra Bu
522K
New
N/A
522K $18.3B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
392K
New
$45.07 - $47.1 $17.7M - $18.5M
392K $17.5B
NVDA
Nvidia Corp

Technology
107K
New
$117.0 - $148.88 $12.5M - $15.9M
107K $14.1B
AAPL
Apple Inc.

Technology
53.3K
New
$221.69 - $259.02 $11.8M - $13.8M
53.3K $12.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
21.3K
New
$567.81 - $607.81 $12.1M - $12.9M
21.3K $12.4B
QUAL
Ishares Msci Usa Quality Facto

ETFs
58.7K
New
$176.42 - $186.91 $10.3M - $11M
58.7K $10.4B
IVW
Ishares S&P 500 Growth ETF

ETFs
101K
New
$94.43 - $105.47 $9.53M - $10.6M
101K $10.1B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
201K
New
$50.37 - $50.6 $10.1M - $10.2M
201K $10.1B
MSFT
Microsoft Corp

Technology
24.4K
New
$406.35 - $454.46 $9.9M - $11.1M
24.4K $10.1B
TLT
Ishares Barclays 20+ Year Trea

ETFs
115K
New
$87.1 - $98.49 $10M - $11.3M
115K $9.8B
Ishares Bitcoin Trust ETF
179K
New
N/A
179K $9.8B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
257K
New
$34.96 - $35.65 $8.97M - $9.15M
257K $8.97B
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.5K
New
$481.22 - $538.17 $8.41M - $9.4M
17.5K $8.82B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
90K
New
$91.29 - $91.8 $8.22M - $8.27M
90K $8.24B
CGGR
Capital Group Growth ETF Shs C

ETFs
205K
New
$34.49 - $39.24 $7.07M - $8.04M
205K $7.63B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
149K
New
$52.07 - $58.13 $7.77M - $8.68M
149K $7.61B
EFV
Msci Eafe Value ETF

ETFs
141K
New
$51.78 - $57.15 $7.31M - $8.07M
141K $7.38B
AMZN
Amazon Com Inc

Consumer Cyclical
33K
New
$180.88 - $232.93 $5.97M - $7.68M
33K $7.18B
EFG
Msci Eafe Growth ETF

ETFs
73.4K
New
$96.83 - $106.88 $7.1M - $7.84M
73.4K $7.05B
BALT
Innovator Etfs Tr
218K
New
$30.76 - $31.55 $6.72M - $6.89M
218K $6.87B
GLD
Spdr Gold Trust

ETFs
27K
New
$236.59 - $257.5 $6.4M - $6.96M
27K $6.68B
IVE
Ishares S&P 500 Value ETF

ETFs
35K
New
$189.5 - $206.17 $6.64M - $7.22M
35K $6.67B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
64.3K
New
$98.47 - $109.35 $6.34M - $7.04M
64.3K $6.4B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
119K
New
$50.62 - $50.97 $6.01M - $6.05M
119K $6.04B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
55.7K
New
$103.6 - $112.52 $5.77M - $6.27M
55.7K $6.01B
IONS
Ionis Pharmaceuticals Inc

Healthcare
172K
New
$33.73 - $40.36 $5.8M - $6.93M
172K $5.62B
CGDV
Capital Group Divid Value ETF

ETFs
158K
New
$35.16 - $37.12 $5.57M - $5.88M
158K $5.58B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
123K
New
$43.97 - $45.33 $5.42M - $5.58M
123K $5.53B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
94.1K
New
$56.06 - $61.35 $5.27M - $5.77M
94.1K $5.4B
TFLO
Ishares Treasury Floating Rate

ETFs
107K
New
$50.37 - $50.63 $5.38M - $5.4M
107K $5.4B
TSLA
Tesla, Inc.

Consumer Cyclical
12.6K
New
$213.65 - $479.86 $2.7M - $6.06M
12.6K $5.01B
IYW
Ishares Dj Us Tech ETF

ETFs
31K
New
$148.14 - $166.23 $4.59M - $5.15M
31K $4.85B
CGXU
Capital Group Intl Focus Equit

ETFs
183K
New
$24.67 - $26.94 $4.51M - $4.93M
183K $4.51B
VNLA
Janus Henderson Short Duration

ETFs
86.8K
New
$48.82 - $49.11 $4.24M - $4.27M
86.8K $4.25B
PVAL
Putnam ETF Tr Putnam Focused L
110K
New
$36.85 - $39.99 $4.07M - $4.41M
110K $4.13B
COF
Capital One Financial Corp

Financial Services
22.1K
New
$145.19 - $192.01 $3.2M - $4.23M
22.1K $4.07B
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
992K
New
$3.76 - $4.47 $3.73M - $4.43M
992K $4.05B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
98.5K
New
$40.26 - $42.88 $3.97M - $4.22M
98.5K $4B
MBB
Ishares Tr

ETFs
43.8K
New
$91.26 - $95.82 $4M - $4.2M
43.8K $3.96B
MUB
Ishares National Muni Bond ETF

ETFs
37.5K
New
$105.78 - $108.7 $3.97M - $4.08M
37.5K $3.95B
FDVV
Fidelity High Dividend ETF

ETFs
79.2K
New
$49.66 - $52.63 $3.93M - $4.17M
79.2K $3.94B
Arista Networks Inc
33.8K
New
N/A
33.8K $3.89B
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
208K
New
$18.41 - $18.97 $3.82M - $3.94M
208K $3.84B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
68.2K
New
$55.45 - $61.08 $3.78M - $4.17M
68.2K $3.77B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
148K
New
$25.35 - $25.53 $3.75M - $3.78M
148K $3.77B
PDI
Pimco Dynamic Income Fund

Financial Services
193K
New
$18.33 - $20.85 $3.53M - $4.02M
193K $3.62B
IWY
Ishares Tr Russell 200 Growth

ETFs
15.1K
New
$216.72 - $244.71 $3.28M - $3.7M
15.1K $3.49B
CGCP
Capital Group Core Plus Income

ETFs
157K
New
$22.13 - $23.17 $3.47M - $3.63M
157K $3.45B
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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