Sovran Advisors, LLC Portfolio Holdings
Sovran Advisors, LLC
- $1.18 Trillion
- Q4 2025
Sovran Advisors, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.18 Trillion distributed in 619 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $30.7B, Apple Inc. with a value of $26.7B, Microsoft Corp with a value of $21.9B, Innovator U.S. Equity Ultra Bu with a value of $21.2B, and Ishares S&P 500 Value ETF with a value of $20.4B.
Examining the 13F form we can see an increase of $45.3B in the current position value, from $1.13T to 1.18T.
Sovran Advisors, LLC is based out at San Diego, CA
Below you can find more details about Sovran Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 619
- Current Value $1.18 Trillion
- Prior Value $1.13 Trillion
- Filing
- Period Q4 2025
- Filing Date January 20, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 65 stocks
- Additional Purchases 238 stocks
- Sold out of 0 stocks
- Reduced holdings in 229 stocks