Sovran-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "MPWR",
  null,
  "TROW",
  "SMCI",
  "MU",
  null,
  "FNDA",
  "ACN",
  null,
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  null,
  "VONG",
  null,
  "GOOGL",
  "AXP",
  "JQC",
  "QQQX",
  "VRCA",
  null,
  "ASML",
  "T",
  "BLK",
  null,
  null,
  "CAT",
  "AVGO",
  "APP",
  null,
  "LOW",
  null,
  "AVEM",
  "AIT",
  "CP.TO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "COF",
  null,
  null,
  "DUK",
  "PTY",
  "PDI",
  null,
  null,
  null,
  null,
  "EXPD",
  null,
  null,
  null,
  null,
  "RCKT",
  null,
  null,
  null,
  "SMMT",
  "GILD",
  null,
  null,
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  "EU",
  "BEN",
  null,
  null,
  "GGN",
  "QCOM",
  "GALT",
  null,
  "ISRG",
  null,
  "PDT",
  "EMXC",
  "GOF",
  null,
  "LEN",
  "ITW",
  "AMAT",
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IONS",
  null,
  null,
  null,
  "NEOV",
  null,
  null,
  null,
  "IWS",
  "LIN",
  "PCN",
  null,
  null,
  null,
  "PCM",
  null,
  "MA",
  "PODD",
  "MDT",
  "MSFT",
  null,
  "FND",
  "GE",
  "GPC",
  null,
  "INCY",
  null,
  "ORLY",
  null,
  "DLN",
  "AMP",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "NOC",
  "OKE",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  "PANW",
  "PEP",
  null,
  null,
  "VGSH",
  null,
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "AMGN",
  "MAS",
  null,
  "MSTR",
  null,
  "ROK",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "SRE",
  "O",
  "ROST",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  "SPLG",
  null,
  null,
  "IBM",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TJX",
  "VNQ",
  "VO",
  "AAP",
  "VV",
  "RCL",
  "VOE",
  null,
  null,
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  "PRF",
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  "DSL",
  "VIG",
  null,
  null,
  "RWT",
  null,
  null,
  "IEF",
  null,
  "TSM",
  null,
  null,
  "GSAT",
  null,
  null,
  null,
  "FSK",
  null,
  "VYM",
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  "EA",
  "VRT",
  "SRPT",
  null,
  "ADSK",
  "AMD",
  "SDY",
  "F",
  "EQR",
  "FTNT",
  "IWR",
  null,
  null,
  null,
  null,
  null,
  null,
  "NVO",
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  "IVE",
  "HCA",
  null,
  null,
  "PLUG",
  null,
  null,
  null,
  null,
  "SG",
  null,
  null,
  null,
  "USB",
  "VUG",
  "VEA",
  null,
  "MGK",
  null,
  "VXUS",
  "VIOG",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  null,
  "WMT",
  "WSM",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FR",
  "SCHD",
  null,
  null,
  "SO",
  null,
  "CRM",
  "DIA",
  "PFLT",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
  null,
  "GEV",
  "DGRO",
  null,
  null,
  "ESGU",
  null,
  null,
  "SYF",
  null,
  null,
  "KMB",
  "LULU",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  null,
  null,
  "BA",
  "BMY",
  "BXP",
  "CE",
  "CAVA",
  "CASY",
  "CELH",
  "CVX",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "NET",
  "CLX",
  "KO",
  "COIN",
  "COP",
  "CPRT",
  "COST",
  "CPNG",
  "CRWD",
  "CFR",
  "DHR",
  "DE",
  "DLR",
  "RSP",
  null,
  "EFA",
  "ADI",
  "USMV",
  "NEE",
  "STT",
  "QQQ",
  null,
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  "AWK",
  null,
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 455
Total Value: 770404304
Accession Number: 0002051471-25-000003
Form Type: 13F-HR
CIK: sovran-advisors
Manager Name: Sovran-Advisors

Data Enrichment

54% identified

246 identified209 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

455 positions • $770.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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921910816

MGK|921910816

Shares:5.4K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$770.4M)

78464A474

Shares:51.7K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$770.4M)

921943858

VEA|921943858

Shares:30.2K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$770.4M)

46434V803

HEFA|46434V803

Shares:44.6K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$770.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:6.6K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$770.4M)

46137V100

Shares:12.8K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$770.4M)

COPART INC

CPRT|217204106

Shares:24.6K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$770.4M)

922042742

VT|922042742

Shares:13.1K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$770.4M)

46434V407

Shares:34.7K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$770.4M)

922908553

VNQ|922908553

Shares:16.6K

Value:$1.4M