Sovran Advisors, LLC Purchases in Q3 2025

Sovran Advisors, LLC

  • $1.13 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
12.1K
New
$42.66 - $46.53 $515K - $562K
12.1K $561M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.8K
New
$28.92 - $32.19 $487K - $542K
16.8K $559M
PLTR
Palantir Technologies Inc.

Technology
533
+ 6.55%
$130.68 - $186.97 $69.7K - $99.7K
8.68K $1.69B
BALT
Innovator Etfs Tr
10.3K
+ 4.16%
$32.11 - $32.82 $329K - $337K
257K $8.47B
ABBV
Abb Vie Inc.

Healthcare
1.47K
+ 28.98%
$184.85 - $231.54 $272K - $341K
6.56K $1.5B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
13.7K
+ 49.83%
$37.14 - $37.85 $508K - $518K
41.1K $1.55B
Capital Group Global Equity
10.6K
+ 12.36%
N/A
96.7K $3.03B
IGLB
Ishares 10+ Year Investment Gr

ETFs
9.11K
+ 45.14%
$48.96 - $52.08 $446K - $474K
29.3K $1.52B
CGGO
Capital Group Global Growth Eq

ETFs
6.39K
+ 6.53%
$31.71 - $34.17 $203K - $218K
104K $3.64B
Ea Series Trust
4.47K
New
N/A
4.47K $510M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
10.1K
+ 33.99%
$44.82 - $46.28 $453K - $468K
39.8K $1.84B
Innovator Etfs Trust
17.4K
+ 87.15%
N/A
37.4K $1B
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
17.4K
+ 27.89%
N/A
79.9K $1.9B
LLY
Eli Lilly & CO

Healthcare
441
+ 26.39%
$625.65 - $812.69 $276K - $358K
2.11K $1.78B
BTI
British American Tobacco P.L.C.

Consumer Defensive
9.32K
New
$46.69 - $59.27 $435K - $552K
9.32K $478M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
16.1K
+ 35.92%
$26.88 - $27.78 $433K - $447K
60.9K $1.68B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
8.29K
+ 19.26%
$50.85 - $51.35 $421K - $425K
51.3K $2.65B
TJX
Tjx Companies Inc

Consumer Cyclical
2.46K
+ 38.37%
$121.35 - $144.54 $299K - $356K
8.87K $1.26B
CRM
Salesforce, Inc.

Technology
2.12K
+ 42.43%
$231.66 - $273.65 $490K - $579K
7.1K $1.82B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.27K
+ 84.48%
$49.43 - $54.52 $359K - $396K
15.9K $876M
PSMO
Pacer Fds Tr Swan Sos Moderate
14.7K
New
N/A
14.7K $448M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
11.9K
+ 27.5%
$31.86 - $34.58 $379K - $412K
55.2K $1.85B
ARKQ
Ark Autonomous Technology & Ro

ETFs
3.62K
New
$86.2 - $111.56 $312K - $404K
3.62K $440M
MPWR
Monolithic Power Systems Inc

Technology
147
+ 17.65%
$711.24 - $922.81 $105K - $136K
980 $1.07B
Ishares Ethereum Tr
15.4K
New
N/A
15.4K $429M
GE
General Electric CO

Industrials
357
+ 7.26%
$244.75 - $305.63 $87.4K - $109K
5.28K $1.64B
CGMU
Capital Group Core Plus Income
14.2K
+ 31.62%
N/A
59.2K $1.63B
NEE
Nextera Energy Inc

Utilities
4.62K
+ 106.75%
$69.77 - $77.54 $322K - $358K
8.94K $730M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.14K
+ 19.05%
$55.61 - $57.37 $397K - $410K
44.6K $2.54B
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.67K
+ 54.5%
$115.96 - $125.95 $309K - $336K
7.56K $981M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
15.7K
+ 17.61%
$22.64 - $23.22 $356K - $365K
105K $2.44B
PWR
Quanta Services, Inc.

Industrials
894
New
$372.29 - $421.68 $333K - $377K
894 $406M
ABT
Abbott Laboratories

Healthcare
3.82K
+ 45.21%
$120.51 - $136.62 $461K - $522K
12.3K $1.53B
D
Dominion Energy, Inc

Utilities
6.71K
New
$56.32 - $62.1 $378K - $417K
6.71K $399M
DELL
Dell Technologies Inc.

Technology
2.43K
New
$120.96 - $141.77 $293K - $344K
2.43K $390M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
10.9K
New
$33.07 - $34.84 $361K - $380K
10.9K $386M
PSMJ
Pacer Fds Tr Swan Sos Moderate

ETFs
12.1K
New
$30.27 - $31.56 $367K - $383K
12.1K $385M
Capital Group Dividend Growe
9.27K
+ 17.94%
N/A
60.9K $2.13B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
8.48K
+ 17.78%
$42.75 - $43.37 $363K - $368K
56.2K $2.42B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.44K
+ 10.56%
$62.54 - $68.42 $153K - $167K
25.5K $1.84B
COST
Costco Wholesale Corp

Consumer Defensive
811
+ 14.48%
$915.95 - $994.57 $743K - $807K
6.41K $5.9B
MCD
Mcdonalds Corp

Consumer Cyclical
1.18K
+ 67.84%
$291.67 - $316.99 $343K - $373K
2.91K $881M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.95K
+ 13.9%
$89.29 - $100.17 $174K - $195K
15.9K $1.64B
Capital Group Core Balanced
7.58K
+ 10.01%
N/A
83.2K $2.9B
CEG
Constellation Energy Corp

Utilities
958
New
$298.82 - $354.89 $286K - $340K
958 $366M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.43K
+ 127.62%
$51.78 - $57.89 $281K - $315K
9.69K $578M
FICS
First Tr Exchange Traded Fd Vi

ETFs
9.23K
New
$37.37 - $39.97 $345K - $369K
9.23K $356M
VTV
Vanguard Value ETF

ETFs
1.8K
+ 88.41%
$175.51 - $186.57 $316K - $336K
3.84K $712M
ITB
Ishares Tr

ETFs
3.43K
New
$94.18 - $117.14 $323K - $402K
3.43K $344M
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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