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| Happy Holidays!! thanks for using AUM13F!! |
| Sovran Advisors LLC
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| CRD # | 329415 |
| SEC # | 801-129342 |
| CIK # | 0002051471 |
| AUM | $1.3 B (2025-03-31) |
| Employees | 58 (91% Investors, 86% Brokers) |
| Phone | 619-281-9890 |
| Address | 3131 Camino del Rio N San Diego, CA 92108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002051471 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 19.8 | ||
| Apple Inc | 17.7 | ||
| Nvidia Corp | 17.2 | ||
| iShares Bitcoin Trust | 15.7 | ||
| ISIS Pharmaceuticals Inc | 13.3 | ||
| Facebook Inc | 11.4 | ||
| SPDR Gold Trust | 10.1 | ||
| Amazon Com Inc | 9.1 | ||
| Qualcomm Inc/DE | 7.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,160 | 675.1 |
| (b) Individuals (high net worth individuals) | 230 | 517.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 52 | 89.6 |
| (h) Charitable organizations | 4 | 8.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 18.5 |
| (n) Other | 0 | 0.0 |
| Total | 4,470 | 1,308.6 |
| By Discretionary | ||
| Discretionary | 4,469 | 1,308.5 |
| Non-Discretionary | 1 | 0.1 |
| Total | 4,470 | 1,308.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,308.6 | |
| Total | 4,470 | 1,308.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002051471] |
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|---|---|---|
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|
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Oak Ridge Investments LLC
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IL | 1.3 |
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VA | 1.3 |
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Tyche Wealth Partners LLC
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