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Sovran Advisors

Latest statistics and disclosures from Sovran Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AAPL, MSFT, USEP, IVE, and represent 10.27% of Sovran Advisors's stock portfolio.
Added to shares of these 10 stocks: CRWV (+$6.7M), AVGO (+$5.8M), VNLA (+$5.4M), USAR, FNDF, SPY, VCIT, IVE, JPIE, DELL.
Started 65 new stock positions in NXXT, CMCSA, PHYS, GSBD, PSMD, GFEB, IBB, ADP, MPC, UL.
Reduced shares in these 10 stocks: IONS (-$11M), MFDX, USEP, JPEM, DIVO, QUAL, CGXU, SYF, ZJUL, .
Sold out of its positions in ARKQ, OKLO, ARM, AZO, BXP, BSX, CP, CELH, CHD, CRTC.
Sovran Advisors was a net buyer of stock by $32M.
Sovran Advisors has $1.2B in assets under management (AUM), dropping by 4.01%.
Central Index Key (CIK): 0002051471

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Portfolio Holdings for Sovran Advisors

Sovran Advisors holds 551 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Sovran Advisors has 551 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sovran Advisors Dec. 31, 2025 positions
Download the Sovran Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	2.6	$31M		44k	695.32	View chart
Apple (AAPL)	2.3	$27M		103k	258.21	View chart
Microsoft Corporation (MSFT)	1.9	$22M	+16%	48k	456.66	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	1.8	$21M	-13%	535k	39.56	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.7	$20M	+19%	94k	217.77	View chart
NVIDIA Corporation (NVDA)	1.7	$20M	-9%	108k	187.05	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$20M	+22%	29k	692.25	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.6	$19M		317k	61.10	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.5	$17M		321k	54.00	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$15M		123k	123.82	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.3	$15M	-6%	342k	44.46	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.2	$14M	-18%	71k	203.49	View chart
Amazon (AMZN)	1.2	$14M	+9%	58k	238.18	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	1.1	$14M	+5%	596k	22.73	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	1.1	$13M	+69%	268k	49.24	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.1	$13M	-2%	277k	46.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$11M	+8%	18k	621.79	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.0	$11M	-2%	250k	44.87	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$11M	-14%	146k	73.33	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$11M	+18%	148k	71.18	View chart
Broadcom (AVGO)	0.9	$11M	+121%	31k	343.02	View chart
Ishares Tr S&p 100 Etf (OEF)	0.9	$10M	+5%	30k	343.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$10M	-11%	24k	423.33	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$10M	-2%	113k	88.31	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.8	$9.8M	+12%	368k	26.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$9.2M	-8%	28k	333.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$8.9M	-17%	14k	636.61	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.7	$8.8M		64k	138.06	View chart
Meta Platforms Cl A (META)	0.7	$8.6M	+23%	14k	620.82	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.7	$8.6M		255k	33.64	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$8.4M	+4%	18k	470.68	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.7	$8.3M	-8%	159k	52.38	View chart
USA Rare Earth Inc A (USAR)	0.7	$8.2M	+119%	490k	16.79	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.7	$8.2M	+15%	162k	50.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$7.8M	+5%	24k	332.78	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.7	$7.8M	-26%	267k	29.18	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$7.7M	-19%	152k	50.66	View chart
Ishares Silver Tr Ishares (SLV)	0.6	$7.5M	+4%	91k	83.32	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$7.5M	+14%	75k	100.22	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$7.5M	-10%	148k	50.68	View chart
Qualcomm (QCOM)	0.6	$7.4M		46k	161.39	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.6	$7.3M	-3%	146k	49.93	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.6	$7.1M	+2%	182k	39.02	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$7.0M	+9%	48k	144.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$6.9M	-2%	31k	225.14	View chart
Coreweave Com Cl A (CRWV)	0.6	$6.7M	NEW	70k	95.01	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$6.6M	+4%	102k	64.96	View chart
Regeneron Pharmaceuticals (REGN)	0.5	$6.4M	-22%	8.6k	741.92	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$6.2M		72k	86.71	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.5	$6.2M		112k	55.17	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.5	$6.2M	-7%	151k	40.99	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.5	$6.1M	+24%	199k	30.87	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.5	$6.1M	+2%	130k	47.01	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.5	$6.1M	-4%	54k	112.10	View chart
Tesla Motors (TSLA)	0.5	$6.0M	+17%	14k	438.57	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.5	$5.5M	+141%	119k	46.35	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$5.4M	+25%	21k	257.21	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.5	$5.4M	+3%	156k	34.72	View chart
Spdr Series Trust State Street Spd (BIL)	0.5	$5.4M	-12%	59k	91.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$5.3M		71k	74.32	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$5.2M	+152%	104k	50.25	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$5.2M	+2%	50k	102.63	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.4	$5.2M	+2%	95k	54.20	View chart
Costco Wholesale Corporation (COST)	0.4	$5.1M	-17%	5.3k	956.66	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.4	$5.1M		949k	5.34	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$5.0M		29k	172.54	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$4.7M	+248%	56k	83.97	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.4	$4.7M	-3%	55k	85.73	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$4.7M	-2%	88k	53.01	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$4.5M	+859%	96k	47.15	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$4.5M	+21%	9.9k	455.00	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$4.4M	-16%	56k	79.42	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.4	$4.4M	+5%	106k	41.37	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$4.3M		45k	96.30	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$4.3M	-7%	37k	116.27	View chart
JPMorgan Chase & Co. (JPM)	0.4	$4.3M	+38%	14k	309.27	View chart
Wal-Mart Stores (WMT)	0.4	$4.3M	+69%	36k	119.20	View chart
Synchrony Financial (SYF)	0.4	$4.3M	-41%	55k	77.70	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$4.2M	+10%	44k	95.66	View chart
Globalstar Com New (GSAT)	0.4	$4.2M		67k	62.79	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$4.1M	-2%	38k	107.73	View chart
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)	0.3	$4.1M	+25%	140k	29.45	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$4.1M	-4%	15k	274.28	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.3	$4.0M	+7%	61k	66.22	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$4.0M		43k	93.41	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.3	$3.8M		200k	19.10	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.3	$3.7M	-2%	102k	36.09	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$3.7M	-13%	14k	253.24	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$3.6M		11k	341.63	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$3.6M	+2%	15k	241.21	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$3.6M		18k	199.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$3.5M	-11%	122k	29.03	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$3.5M	+36%	70k	50.25	View chart
Dell Technologies CL C (DELL)	0.3	$3.5M	+1107%	29k	119.66	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.3	$3.5M	-4%	134k	26.03	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.3	$3.3M	+39%	2.5k	1331.36	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$3.3M		40k	81.44	View chart
Capital Group Global Equity SHS (CGGE)	0.3	$3.3M	+3%	100k	32.62	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$3.2M	+41%	11k	286.50	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$3.2M		54k	58.32	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$3.2M	-31%	78k	40.35	View chart
Ishares S&p Gsci Commodity- Unit Ben Int (GSG)	0.3	$3.1M		131k	23.81	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.3	$3.1M	-38%	122k	25.51	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$3.1M	+309%	16k	198.40	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$3.1M	+2%	86k	36.23	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.1M		10k	301.27	View chart
Cava Group Ord (CAVA)	0.3	$3.0M	-37%	42k	72.00	View chart
Lenz Therapeutics (LENZ)	0.2	$2.9M	+49%	160k	18.14	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$2.8M	-9%	26k	109.08	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$2.8M	-9%	30k	91.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.7M	-23%	5.6k	492.59	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$2.7M	-10%	23k	118.93	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$2.7M	+10%	116k	23.07	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.6M	-8%	8.2k	324.53	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$2.6M	-7%	3.5k	759.39	View chart
Coinbase Global Com Cl A (COIN)	0.2	$2.6M	+617%	11k	239.28	View chart
Capital Group International SHS (CGIE)	0.2	$2.6M	NEW	72k	36.34	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$2.6M	+6%	60k	43.03	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$2.6M		14k	178.91	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$2.5M	+55%	18k	144.13	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.2	$2.4M		99k	24.55	View chart
salesforce (CRM)	0.2	$2.3M	+41%	10k	233.54	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.2	$2.3M	+2%	63k	36.76	View chart
Vanguard World Health Car Etf (VHT)	0.2	$2.3M		7.8k	291.96	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.2M	+46%	13k	177.07	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.2	$2.2M	NEW	31k	73.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.2M	+17%	4.5k	485.57	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.2	$2.2M	+8%	43k	50.44	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$2.2M	+13%	20k	110.89	View chart
Visa Com Cl A (V)	0.2	$2.1M	+5%	6.4k	327.78	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$2.1M	-10%	25k	83.42	View chart
Johnson & Johnson (JNJ)	0.2	$2.0M	+11%	9.2k	219.56	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.2	$2.0M	+152%	63k	32.05	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$2.0M	+214%	35k	57.49	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.2	$2.0M	+20%	27k	74.35	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$2.0M		26k	77.25	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$2.0M	-16%	28k	72.11	View chart
Capital One Financial (COF)	0.2	$2.0M	-46%	8.3k	236.98	View chart
Eli Lilly & Co. (LLY)	0.2	$1.9M	-10%	1.9k	1032.80	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$1.9M	+17%	70k	27.60	View chart
Ishares Tr Investment Grade (IGEB)	0.2	$1.9M	+5%	42k	45.81	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.9M	+192%	8.8k	217.46	View chart
Strategy Cl A New (MSTR)	0.2	$1.9M	-8%	11k	170.91	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.2	$1.9M	-6%	52k	36.56	View chart
Applied Materials (AMAT)	0.2	$1.9M	+146%	5.9k	319.07	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$1.9M	-17%	39k	48.59	View chart
Amgen (AMGN)	0.2	$1.9M	+4%	5.7k	330.05	View chart
Caterpillar (CAT)	0.2	$1.8M	+2%	2.8k	647.27	View chart
Arista Networks Com Shs (ANET)	0.2	$1.8M	+9%	14k	130.59	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$1.8M	+5%	64k	27.53	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$1.8M	-3%	77k	23.00	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$1.7M	+4%	37k	47.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.7M	-16%	5.1k	342.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$1.7M	+7%	49k	34.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.7M	+29%	6.2k	275.77	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.7M	+25%	4.3k	396.41	View chart
Ge Aerospace Com New (GE)	0.1	$1.7M		5.3k	319.95	View chart
Home Depot (HD)	0.1	$1.7M	-5%	4.4k	379.14	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$1.7M		16k	103.12	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$1.7M	+7%	40k	41.24	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.7M	+5%	13k	129.13	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$1.6M	+6%	44k	37.60	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.6M	+6%	32k	50.94	View chart
Advanced Micro Devices (AMD)	0.1	$1.6M	+103%	7.1k	227.92	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$1.6M	+4%	31k	52.01	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.6M		4.8k	337.22	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$1.6M	+6%	31k	51.04	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.6M	+96%	2.9k	541.34	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.1	$1.6M	+15%	25k	64.26	View chart
NeoVo (NEOV)	0.1	$1.6M	+97%	458k	3.43	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$1.6M	+6%	38k	41.40	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$1.6M	+6%	67k	23.47	View chart
Abbott Laboratories (ABT)	0.1	$1.6M	+3%	13k	123.53	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.6M	+121%	3.2k	494.48	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.1	$1.5M	+6%	30k	51.65	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$1.5M	+23%	64k	23.80	View chart
Netflix (NFLX)	0.1	$1.5M	+823%	17k	88.05	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.5M	NEW	15k	102.76	View chart
Abbvie (ABBV)	0.1	$1.5M	+5%	6.9k	216.74	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.5M	+64%	48k	30.93	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$1.5M	-6%	31k	47.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$1.4M	-2%	33k	44.02	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.4M	-12%	3.5k	408.89	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.4M	-4%	2.7k	542.61	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.4M	-6%	15k	96.19	View chart
Ge Vernova (GEV)	0.1	$1.4M	+120%	2.2k	642.23	View chart
Mainstay Cbre Global (MEGI)	0.1	$1.4M	+23%	101k	13.90	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.1	$1.4M	-19%	18k	77.69	View chart
Credicorp (BAP)	0.1	$1.4M	NEW	4.3k	318.78	View chart
Coca-Cola Company (KO)	0.1	$1.3M	-3%	19k	70.48	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$1.3M	-6%	9.0k	146.66	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.3M	-12%	14k	91.13	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$1.3M	+12%	47k	27.77	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$1.3M	+30%	9.9k	131.17	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.3M		5.6k	226.38	View chart
Philip Morris International (PM)	0.1	$1.3M	+3%	7.4k	172.56	View chart
TJX Companies (TJX)	0.1	$1.2M	-10%	7.9k	156.17	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.2M	-5%	14k	91.50	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$1.2M		18k	69.65	View chart
Chevron Corporation (CVX)	0.1	$1.2M	-5%	7.3k	166.17	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.2M	-23%	4.2k	287.75	View chart
Atlantic Union B (AUB)	0.1	$1.2M	NEW	31k	38.36	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.2M	-2%	8.0k	150.91	View chart
Lowe's Companies (LOW)	0.1	$1.2M	-37%	4.3k	277.02	View chart
Servicenow (NOW)	0.1	$1.2M	+1007%	9.1k	131.17	View chart
Ishares Tr Core Divid Etf (DIVB)	0.1	$1.2M	-18%	22k	54.72	View chart
ConocoPhillips (COP)	0.1	$1.2M	-5%	12k	98.93	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$1.2M	+13%	14k	81.63	View chart
Banner Corp Com New (BANR)	0.1	$1.1M	NEW	17k	65.96	View chart
Live Oak Bancshares (LOB)	0.1	$1.1M	NEW	30k	37.87	View chart
Procter & Gamble Company (PG)	0.1	$1.1M		7.8k	144.64	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$1.1M	-3%	6.8k	165.78	View chart
Blackrock (BLK)	0.1	$1.1M	+26%	974.00	1156.65	View chart
Cisco Systems (CSCO)	0.1	$1.1M	+29%	15k	75.25	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.1	$1.1M		41k	26.93	View chart
Rockwell Automation (ROK)	0.1	$1.1M	-14%	2.6k	421.11	View chart
Ye Cl A (YELP)	0.1	$1.1M	NEW	37k	29.16	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.1M		15k	71.49	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.1	$1.1M	-2%	23k	47.40	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$1.1M	-33%	6.9k	157.47	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.1M		9.9k	108.90	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.1M	+244%	11k	100.52	View chart
Dime Cmnty Bancshares (DCOM)	0.1	$1.1M	NEW	34k	31.13	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$1.1M	NEW	21k	49.69	View chart
Doubleline Income Solutions (DSL)	0.1	$1.1M	+5%	93k	11.36	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.0M		5.2k	199.84	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$1.0M	+25%	13k	77.57	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.0M	-2%	3.3k	304.09	View chart
Fs Kkr Capital Corp (FSK)	0.1	$1.0M		69k	14.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.0M	-17%	37k	27.37	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	0.1	$998k		37k	27.03	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.1	$998k	+4%	7.7k	129.59	View chart
Fidelity Covington Trust Fidelity Us Mltf (FLRG)	0.1	$995k	+4%	26k	38.37	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$986k	-7%	18k	54.37	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$986k	-20%	16k	62.26	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$981k	+3%	17k	58.73	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$969k		15k	65.95	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$967k	+15%	10k	96.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$964k	+7%	17k	56.34	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$962k	-63%	17k	58.43	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$962k	+4%	12k	77.46	View chart
Bank of New York Mellon Corporation (BK)	0.1	$958k	-10%	7.7k	123.96	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$955k	-69%	19k	51.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$947k		6.4k	148.70	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$943k		17k	56.56	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$941k	+35%	4.7k	199.56	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$939k	NEW	15k	63.37	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$934k		6.7k	139.17	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$933k	+3%	8.4k	110.72	View chart
McDonald's Corporation (MCD)	0.1	$932k	+3%	3.0k	308.64	View chart

Past Filings by Sovran Advisors

SEC 13F filings are viewable for Sovran Advisors going back to 2024

Sovran Advisors 2025 Q4 filed Jan. 20, 2026
Sovran Advisors 2025 Q3 filed Oct. 31, 2025
Sovran Advisors 2025 Q2 filed July 10, 2025
Sovran Advisors 2025 Q1 filed April 25, 2025
Sovran Advisors 2024 Q4 filed Jan. 29, 2025

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