Fund Holdings — Sovran Advisors, LLC

Total Portfolio Value
$1.27B
Total Bought
$179.06M
Total Sold
$99.49M
Net Transaction
+$79.57M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
ISHARES TR44,15152,414+8,26330,69937,8472.97%+7,148
INNOVATOR ETFS TRUST
US EQTY ULTRA B
11,137139,430+128,2934455,6920.45%+5,247
APPLE INC(AAPL)103,389114,881+11,49226,69631,1732.45%+4,477
META PLATFORMS INC(META)13,84820,957+7,1098,59712,8241.01%+4,226
PALANTIR TECHNOLOGIES INC(PLTR)12,68645,522+32,8362,2466,3330.50%+4,086
ALPHABET INC(GOOG)27,57234,384+6,8129,18613,1331.03%+3,947
ORACLE CORP(ORCL)2,00225,402+23,4003804,1000.32%+3,720
NVIDIA CORPORATION(NVDA)107,999119,825+11,82620,20123,9131.88%+3,712
ISHARES TR
US TREAS BD ETF
116,057278,491+162,4342,6786,3550.50%+3,677
USA RARE EARTH INC(USAR)489,707456,920-32,7878,22211,8660.93%+3,644
BROADCOM INC(AVGO)30,63133,705+3,07410,50714,0701.10%+3,562
ISHARES TR22,87752,100+29,2232,7216,2050.49%+3,484
ALPHABET INC(GOOG)23,45929,087+5,6287,80711,1930.88%+3,386
AMAZON COM INC(AMZN)57,69463,579+5,88513,74216,8521.32%+3,111
FIDELITY COVINGTON TRUST062,068+62,06802,4860.20%+2,486
BLACKROCK ETF TRUST
ISHARES DEFENSE
073,870+73,87002,4730.19%+2,473
GOLDMAN SACHS GROUP INC(GS)3712,891+2,5203622,6710.21%+2,309
ISHARES TR
CORE UNIVRSL USD
276,516328,949+52,43312,91315,2011.19%+2,287
MICROSOFT CORP(MSFT)48,00759,112+11,10521,92324,1051.89%+2,182
STATE STR SPDR S&P 500 ETF T(SPY)28,77230,498+1,72619,91721,9181.72%+2,000
BLACKROCK ETF TRUST
ISHA I IN TE ETF
155,701171,630+15,9295,4067,4040.58%+1,998
ISHARES TR122,792132,318+9,52615,20417,1781.35%+1,973
ISHARES TR44,19265,238+21,0464,2276,1830.49%+1,956
CELSIUS HLDGS INC(CELH)056,454+56,45401,8950.15%+1,895
MORGAN STANLEY ETF TRUST
EATO VA DURA ETF
037,069+37,06901,8890.15%+1,889
GE VERNOVA INC(GEV)2,1992,971+7721,4123,2190.25%+1,807
VANECK ETF TRUST
RARE EAR STR ETF
3,01918,447+15,4282731,9450.15%+1,672
JPMORGAN CHASE & CO(JPM)13,89618,839+4,9434,2985,9010.46%+1,603
BLACKROCK ETF TRUST II029,900+29,90001,5540.12%+1,554
INNOVATOR ETFS TRUST
US EQTY ULTRA B
535,298559,701+24,40321,17622,6731.78%+1,497
ISHARES TR
MSCI USA MMENTM
21,11524,107+2,9925,4316,8460.54%+1,415
ISHARES TR8,42219,752+11,3309322,3370.18%+1,404
INVESCO QQQ TR18,03218,802+77011,21212,5550.99%+1,343
ISHARES S&P GSCI COMMODITY-(GSG)131,235129,527-1,7083,1254,4540.35%+1,330
SELECT SECTOR SPDR TR
ST STR ENERG ETF
14,65933,762+19,1036982,0140.16%+1,316
GLOBALSTAR INC(GSAT)66,50066,50004,1765,4730.43%+1,297
PIMCO ETF TR
ENHAN SHRT MA AC
012,097+12,09701,2180.10%+1,218
VANECK ETF TRUST
SEMICONDUCTR ETF
4,2565,723+1,4671,6872,9000.23%+1,213
INTERNATIONAL BUSINESS MACHS(IBM)1,5127,090+5,5784501,6380.13%+1,187
CROWDSTRIKE HLDGS INC(CRWD)9,86212,650+2,7884,4875,6390.44%+1,152
SCHWAB STRATEGIC TR96,277109,725+13,4484,5405,6900.45%+1,150
FIDELITY COVINGTON TRUST014,518+14,51801,1370.09%+1,137
INTEL CORP(INTC)7,72615,833+8,1073731,4960.12%+1,123
MICRON TECHNOLOGY INC(MU)2,2493,578+1,3297571,8500.15%+1,093
COREWEAVE INC(CRWV)70,43869,527-9116,6927,7590.61%+1,067
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
150,521168,809+18,2886,1707,1850.56%+1,015
INNOVATOR ETFS TRUST
U S EQ 10 BUFFER
029,181+29,18109760.08%+976
EXXON MOBIL CORP12,77816,950+4,1721,6502,6160.21%+966
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
54,09855,333+1,2356,0647,0210.55%+957
ADVANCED MICRO DEVICES INC(AMD)7,0737,189+1161,6122,5480.20%+936
ARISTA NETWORKS INC(ANET)13,91715,815+1,8981,8172,7310.21%+914
ISHARES TR
LONG TERM MUNI
018,005+18,00509130.07%+913
CISCO SYS INC(CSCO)14,84422,163+7,3191,1172,0280.16%+911
ISHARES TR
MSCI USA QLT FCT
70,95674,060+3,10414,43915,3491.20%+910
LAM RESEARCH CORP(LRCX)8,80510,944+2,1391,9152,8220.22%+907
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
254,534278,555+24,0218,5639,4650.74%+903
BLACKROCK ETF TRUST
ISHARES US LARG
62,88087,874+24,9942,0152,9020.23%+886
BLOOM ENERGY CORP6,7146,423-2919341,8200.14%+886
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
104,023122,572+18,5495,2276,1100.48%+883
INVESCO EXCHANGE TRADED FD T
S&P MDCP VLU MNT
012,660+12,66008820.07%+882
FIDELITY WISE ORIGIN BITCOIN(FBTC)013,208+13,20808790.07%+879
QUALCOMM INC(QCOM)45,59745,703+1067,3598,2070.64%+848
MARATHON PETE CORP(MPC)2,1924,952+2,7603891,2300.10%+840
NYLI CBRE GBL INFR MEGTRNDS(MEGI)100,486142,805+42,3191,3972,2210.17%+824
BLACKROCK ETF TRUST
ISHA US THEM ETF
181,727194,269+12,5427,0917,9010.62%+810
ISHARES TR10,71683,871+73,1551,0771,8690.15%+792
VANGUARD INTL EQUITY INDEX F48,15151,380+3,2296,9797,7690.61%+790
ISHARES TR4,7585,126+3681,6042,3650.19%+761
FIDELITY COVINGTON TRUST
ENH MID COR ETF
019,382+19,38207460.06%+746
VALERO ENERGY CORP(VLO)2,0724,462+2,3903821,1270.09%+745
VANGUARD INDEX FDS13,97114,516+5458,8949,5890.75%+695
VANGUARD TAX-MANAGED FDS101,879106,243+4,3646,6187,3100.57%+691
VANECK MERK GOLD ETF(OUNZ)015,202+15,20206750.05%+675
INTUITIVE SURGICAL INC10,7163,828-6,8881,0771,7520.14%+675
JOHNSON & JOHNSON(JNJ)9,23911,697+2,4582,0292,6890.21%+660
ISHARES TR93,63694,104+46820,39121,0481.65%+657
CATERPILLAR INC(CAT)2,8452,798-471,8412,4900.20%+649
ISHARES TR145,539145,900+36110,67211,3200.89%+648
VANGUARD WORLD FD14,43316,344+1,9113,6554,2940.34%+639
SONIDA SENIOR LIVING INC(SNDA)016,477+16,47706250.05%+625
CAPITAL GRP FIXED INCM ETF T
CORE BOND ETF
367,885396,846+28,9619,78210,3970.82%+615
ELI LILLY & CO(LLY)1,8872,731+8441,9492,5520.20%+603
APPLIED MATLS INC5,8976,297+4001,8822,4840.19%+602
DESTINY TECH100 INC(DXYZ)018,344+18,34405970.05%+597
BLACKROCK ETF TRUST II011,650+11,65005950.05%+595
SPROTT FDS TR
COPPER MINER ETF
015,006+15,00605600.04%+560
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
341,726339,245-2,48115,19315,7441.24%+551
INTERACTIVE BROKERS GROUP IN(IBKR)30,45635,105+4,6492,2442,7910.22%+547
CAPITAL GROUP INTERNATIONAL
SHS
72,33289,137+16,8052,6293,1740.25%+546
SPDR INDEX SHS FDS
ST STR NAT ETF
07,195+7,19505380.04%+538
ASTRAZENECA PLC(AZN)02,827+2,82705300.04%+530
BITWISE XRP ETF(XRP)033,969+33,96905210.04%+521
VANECK ETF TRUST
URANI NUCLE ETF
1,4374,981+3,5442087270.06%+519
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
595,453628,910+33,45713,53514,0501.10%+515
NETFLIX INC.(NFLX)17,32521,765+4,4401,5252,0370.16%+512
UNION PAC CORP(UNP)01,896+1,89605110.04%+511
TAIWAN SEMICONDUCTOR MANUFAC(TSM)10,67910,493-1863,6484,1560.33%+508
VANGUARD INDEX FDS10,13946,067+35,9283,0553,5610.28%+507
ISHARES TR17,78074,411+56,6318,3698,8750.70%+506
LEGG MASON ETF INVT
FRANKLIN INTL LW
012,322+12,32205050.04%+505
Page 1 of 7
Sovran Advisors, LLC — 13F Holdings — Q1 2026 | TickerTrail