Sovran Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SA Sovran Advisors, LLC | Institutional Filer | ▲ 8.28% | $1.27B | 578 |
Current Portfolio Holdings
Showing all 578 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 52K | $37.8M | 2.97% |
| 2 | AAPL | Apple Inc. | Technology | 115K | $31.2M | 2.45% |
| 3 | MSFT | Microsoft Corporation | Technology | 59K | $24.1M | 1.89% |
| 4 | NVDA | NVIDIA Corporation | Technology | 120K | $23.9M | 1.88% |
| 5 | USEP | INNOVATOR ETFS TRUST | — | 560K | $22.7M | 1.78% |
| 6 | SPY | SPDR S&P 500 ETF Trust | — | 30K | $21.9M | 1.72% |
| 7 | IVE | ISHARES TR | — | 94K | $21.0M | 1.65% |
| 8 | DYNF | BLACKROCK ETF TRUST | — | 300K | $19.2M | 1.50% |
| 9 | IVW | ISHARES TR | — | 132K | $17.2M | 1.35% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 64K | $16.9M | 1.32% |
| 11 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 339K | $15.7M | 1.24% |
| 12 | QUAL | ISHARES TR | — | 74K | $15.3M | 1.20% |
| 13 | IUSB | ISHARES TR | — | 329K | $15.2M | 1.19% |
| 14 | AVGO | Broadcom Inc. | Technology | 34K | $14.1M | 1.10% |
| 15 | CGCP | CAPITAL GRP FIXED INCM ETF T | — | 629K | $14.0M | 1.10% |
Showing 1 to 15 of 578 holdings