Sign In
test

Elizabeth Arce

Sovran Advisors, Llc

Assets Managed
$1.275B
Holdings
578
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
8.29%(2Q avg: 6.15%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sovran Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 578 positions.

Assets under management

The assets under management (AUM) of Sovran Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.275B in assets, with a quarterly growth rate of 8.29% and a 2-quarter average growth rate of 6.15%. The portfolio is managed by Elizabeth Arce, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 18.72%
2.97%
$37.847M
52,414 shares@ $722.08 avg price
AAPL
Apple Inc
Recent Activity
Increased 11.12%
2.45%
$31.173M
114,881 shares@ $271.36 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 23.14%
1.9%
$24.105M
59,112 shares@ $407.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 10.96%
1.88%
$23.913M
119,825 shares@ $199.57 avg price
USEP
Innovator U.s. Equity Ultra
Recent Activity
Increased 4.56%
1.78%
$22.673M
559,701 shares@ $40.52 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 6%
1.72%
$21.918M
30,498 shares@ $718.66 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 0.5%
1.66%
$21.048M
94,104 shares@ $223.67 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -5.46%
1.51%
$19.172M
299,798 shares@ $63.96 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 7.76%
1.35%
$17.178M
132,318 shares@ $129.83 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 10.21%
1.33%
$16.852M
63,579 shares@ $265.06 avg price

1-10 of 578