Sovran Advisors, LLC - Portfolio overview

Sovran Advisors, LLC has 637 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 3.22%
2. AAPL - APPLE INC, 2.23%
3. MSFT - MICROSOFT CORP, 1.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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