Top 50 Sovran Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 2.97% | 52.4K | $37.8M | +18.72%(+8.26K) | $600.27(+24.24%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.45% | 114.9K | $31.2M | +11.12%(+11.49K) | $235.60(+26.86%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.89% | 59.1K | $24.1M | +23.13%(+11.11K) | $431.56(-6.11%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.88% | 119.8K | $23.9M | +10.95%(+11.83K) | $137.31(+64.46%) | 2026-03-31 | |
| USEP | INNOVATOR ETFS TRUST | 1.78% | 559.7K | $22.7M | +4.56%(+24.40K) | $35.79(+14.22%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.72% | 30.5K | $21.9M | +6.00%(+1.73K) | $602.09(+23.29%) | 2026-03-31 | |
| IVE | ISHARES TR | 1.65% | 94.1K | $21.0M | +0.50%(+468) | $197.17(+13.93%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 1.5% | 299.8K | $19.2M | -5.47%(-17.34K) | $52.27(+27.11%) | 2026-03-31 | |
| IVW | ISHARES TR | 1.35% | 132.3K | $17.2M | +7.76%(+9.53K) | $101.42(+35.32%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.32% | 63.6K | $16.9M | +10.20%(+5.88K) | $209.40(+29.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.03% | +29.63% |
| Top 20 Holdings Unweighted | +10.73% | +35.77% |
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