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Sowell Financial Services

Latest statistics and disclosures from Sowell Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IVV, QQQ, MSFT, AMZN, and represent 15.35% of Sowell Financial Services's stock portfolio.
Added to shares of these 10 stocks: TLT (+$9.6M), SPY (+$7.9M), VTV (+$7.4M), SGOV (+$7.3M), IEFA (+$7.3M), USMV (+$6.5M), GBIL (+$6.0M), ONEQ (+$5.8M), INCM (+$5.6M), QUAL.
Started 79 new stock positions in SGOL, PDT, INCM, IYR, HYT, FNDA, XLRE, IXC, KRE, ACGL.
Reduced shares in these 10 stocks: , BUFD (-$5.7M), IVV, BIL, SPYG, UPS, SCHD, SUB, JPST, .
Sold out of its positions in BCD, ALLY, BAX, BBY, LCTU, BHR, CM, COF, CIEN, Crestwood Equity Partners master ltd part.
Sowell Financial Services was a net buyer of stock by $115M.
Sowell Financial Services has $1.8B in assets under management (AUM), dropping by 15.85%.
Central Index Key (CIK): 0001633697

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Portfolio Holdings for Sowell Financial Services

Sowell Financial Services holds 526 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Sowell Financial Services has 526 total positions. Only the first 250 positions are shown.

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Download the Sowell Financial Services December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.2	$78M		405k	192.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$57M	-5%	118k	477.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.1	$56M	+6%	138k	409.74	View chart
Microsoft Corporation (MSFT)	3.0	$55M	+7%	147k	376.04	View chart
Amazon Stock (AMZN)	2.0	$37M	+3%	245k	151.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$33M	+32%	68k	477.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.6	$30M	+19%	201k	147.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$24M		67k	356.66	View chart
NVIDIA Corporation (NVDA)	1.3	$23M	+3%	47k	495.21	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.2	$23M	+35%	227k	100.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$22M	+10%	72k	303.17	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.2	$22M	+6%	278k	77.37	View chart
Sprott Physical Gold Tr Unit (PHYS)	1.2	$21M		1.3M	15.93	View chart
Two Rds Shared Tr Affinity World (WLDR)	1.1	$21M	-2%	770k	27.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$17M	+5%	71k	237.22	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.9	$16M	+7%	313k	51.83	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$15M	-13%	49k	310.88	View chart
JPMorgan Chase & Co. (JPM)	0.8	$15M		86k	170.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$15M	-5%	146k	99.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$14M		101k	139.69	View chart
Exxon Mobil Corporation (XOM)	0.7	$13M	-6%	134k	99.98	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.7	$13M	+47%	150k	88.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$13M	+127%	88k	149.50	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.7	$13M	+9%	676k	19.53	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.7	$13M	+123%	131k	100.27	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.7	$13M	+20%	140k	92.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$13M	-8%	91k	140.93	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$12M	+367%	123k	98.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$12M	+2%	27k	436.78	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$12M	+167%	165k	70.35	View chart
Chevron Corporation (CVX)	0.6	$11M		77k	149.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$11M	+6%	192k	57.96	View chart
Select Sector Spdr Tr Energy (XLE)	0.6	$11M	+22%	131k	83.84	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.6	$11M	-18%	215k	50.45	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$10M	-19%	135k	76.13	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$10M	+8%	185k	55.36	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$10M	+173%	131k	78.03	View chart
Bank of America Corporation (BAC)	0.5	$9.8M		290k	33.67	View chart
Costco Wholesale Corporation (COST)	0.5	$9.6M	+9%	14k	674.92	View chart
Boeing Company (BA)	0.5	$9.6M	+3%	37k	260.65	View chart
Johnson & Johnson (JNJ)	0.5	$9.5M		61k	156.75	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$9.4M	+10%	150k	62.66	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$9.3M	+5%	202k	46.07	View chart
Abbvie (ABBV)	0.5	$9.3M	-2%	60k	154.98	View chart
Coca-Cola Company (KO)	0.5	$9.2M	+4%	156k	58.93	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$9.0M	+25%	47k	192.47	View chart
Verizon Communications Stock (VZ)	0.5	$9.0M	-9%	238k	37.70	View chart
Meta Platforms Cl A (META)	0.5	$8.9M	+14%	25k	353.97	View chart
Wal-Mart Stores (WMT)	0.5	$8.8M	-2%	56k	158.22	View chart
United Parcel Service CL B (UPS)	0.5	$8.7M	-22%	55k	157.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$8.6M	-3%	80k	108.25	View chart
First Tr Value Line Divid In SHS (FVD)	0.5	$8.4M	+19%	208k	40.56	View chart
Starbucks Corporation (SBUX)	0.5	$8.4M		87k	96.01	View chart
Mastercard Incorporated Cl A (MA)	0.4	$8.1M	+3%	19k	426.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$8.1M	-9%	35k	232.63	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$8.0M	+7%	189k	42.40	View chart
Qualcomm Stock (QCOM)	0.4	$7.9M	+8%	55k	144.62	View chart
Visa Com Cl A (V)	0.4	$7.9M	+3%	30k	260.34	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.4	$7.6M	-8%	104k	73.08	View chart
Merck & Co (MRK)	0.4	$7.3M	+2%	67k	109.78	View chart
Fidelity Comwlth Tr Stock (ONEQ)	0.4	$7.3M	+381%	123k	59.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$7.3M	-6%	36k	200.71	View chart
Tesla Motors (TSLA)	0.4	$7.1M	-8%	29k	248.46	View chart
McDonald's Corporation (MCD)	0.4	$7.1M	+6%	24k	296.50	View chart
UnitedHealth (UNH)	0.4	$7.1M	+9%	13k	526.47	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$7.0M	-7%	126k	55.90	View chart
Eli Lilly & Co. (LLY)	0.4	$6.9M	+13%	12k	582.90	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.4	$6.8M	+7%	661k	10.32	View chart
Cisco Systems (CSCO)	0.4	$6.8M	-13%	135k	50.52	View chart
Wells Fargo & Company (WFC)	0.4	$6.8M	+21%	138k	49.22	View chart
Home Depot (HD)	0.4	$6.5M		19k	346.58	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$6.5M	+36%	128k	50.58	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$6.5M		165k	39.03	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$6.3M		63k	100.32	View chart
Netflix (NFLX)	0.3	$6.1M	+10%	13k	486.87	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.3	$6.1M		133k	46.07	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$6.1M	+30%	440k	13.80	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$6.1M		16k	377.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$6.0M	+97%	35k	170.39	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$5.7M	-5%	30k	191.18	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.3	$5.6M	NEW	220k	25.70	View chart
Pfizer (PFE)	0.3	$5.5M	+5%	193k	28.79	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$5.5M	-2%	317k	17.51	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$5.5M	+7%	187k	29.23	View chart
Pepsi (PEP)	0.3	$5.4M	+6%	32k	171.12	View chart
Oneok (OKE)	0.3	$5.4M	+85%	77k	70.22	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$5.4M	+348%	116k	46.23	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$5.3M	-5%	32k	165.26	View chart
International Business Machines (IBM)	0.3	$5.2M	-9%	32k	163.55	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$5.2M	+16%	105k	49.37	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$5.1M	+64%	38k	136.39	View chart
salesforce (CRM)	0.3	$5.1M	+15%	19k	263.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$5.0M	+2%	18k	277.15	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$5.0M	+26%	100k	50.36	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$5.0M	-9%	48k	104.46	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$4.9M	+69%	28k	174.86	View chart
Intel Corporation (INTC)	0.3	$4.9M	-15%	97k	50.25	View chart
Altria (MO)	0.3	$4.9M	+3%	118k	41.34	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$4.9M	+10%	47k	103.07	View chart
Walt Disney Company (DIS)	0.3	$4.8M	-7%	53k	90.58	View chart
At&t (T)	0.3	$4.8M	-21%	284k	16.78	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$4.8M	-2%	41k	117.21	View chart
Procter & Gamble Company (PG)	0.3	$4.7M	-8%	32k	146.53	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.3	$4.7M	+34%	84k	56.26	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$4.7M	+16%	194k	24.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$4.7M	-18%	42k	111.63	View chart
Listed Fd Tr Alexis Practical (LEXI)	0.3	$4.6M		173k	26.78	View chart
Novo-nordisk A S Adr (NVO)	0.2	$4.6M	+97%	44k	103.45	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$4.5M	-28%	76k	59.67	View chart
3M Company (MMM)	0.2	$4.5M		41k	109.32	View chart
Kraft Heinz (KHC)	0.2	$4.4M	+2%	120k	36.98	View chart
Dow (DOW)	0.2	$4.4M		80k	54.83	View chart
Philip Morris International (PM)	0.2	$4.4M		46k	95.40	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.2	$4.4M	+37%	57k	75.99	View chart
Schwab Charles Family Amt Tax Free Mny (SCTXX)	0.2	$4.3M		4.3M	1.00	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$4.2M		12k	350.90	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$4.1M	+2%	24k	175.45	View chart
Caterpillar (CAT)	0.2	$4.0M		14k	295.70	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$4.0M	+58%	106k	37.60	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$4.0M	-8%	82k	48.32	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$4.0M	+5%	119k	33.25	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.2	$3.8M	NEW	126k	30.59	View chart
MetLife (MET)	0.2	$3.8M	-10%	58k	66.12	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$3.8M	+59%	33k	113.98	View chart
General Mills (GIS)	0.2	$3.8M		58k	65.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.7M		17k	213.34	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$3.7M	+68%	33k	110.66	View chart
ConocoPhillips (COP)	0.2	$3.7M	-6%	32k	116.06	View chart
Duke Energy Corp Com New (DUK)	0.2	$3.7M	+5%	38k	97.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.7M	NEW	23k	157.80	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$3.7M		30k	122.74	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$3.7M	-36%	34k	108.41	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC)	0.2	$3.7M		102k	35.76	View chart
Advanced Micro Devices (AMD)	0.2	$3.6M	+6%	24k	147.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.5M	-9%	20k	179.95	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$3.5M	-4%	84k	41.99	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC)	0.2	$3.5M	NEW	89k	38.99	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$3.5M	+170%	150k	23.04	View chart
Ford Motor Company (F)	0.2	$3.4M	+7%	280k	12.19	View chart
Amgen (AMGN)	0.2	$3.4M	-6%	12k	288.06	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$3.2M	+3%	126k	25.64	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$3.2M	-34%	55k	58.33	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.2	$3.2M	+9%	91k	34.77	View chart
FedEx Corporation (FDX)	0.2	$3.2M	-2%	12k	254.26	View chart
Colgate-Palmolive Company (CL)	0.2	$3.0M	+2%	38k	79.70	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$3.0M	+4%	117k	25.53	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$3.0M	-16%	59k	50.47	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$2.9M	-13%	28k	104.92	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.9M	-15%	29k	102.01	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$2.9M	+9%	72k	40.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.9M	+3%	38k	75.35	View chart
Flaherty & Crumrine/Claymore Total Retur (FLC)	0.2	$2.9M	-5%	199k	14.55	View chart
Clorox Company (CLX)	0.2	$2.9M	+2%	20k	142.60	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.2	$2.9M	NEW	52k	55.35	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$2.9M	+8%	39k	73.56	View chart
Tyson Foods Cl A (TSN)	0.2	$2.8M	-10%	53k	53.75	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$2.8M	+26%	16k	178.80	View chart
J&J Snack Foods (JJSF)	0.2	$2.8M	-3%	17k	167.87	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$2.7M	-3%	107k	25.76	View chart
Bristol Myers Squibb (BMY)	0.1	$2.7M	+11%	54k	51.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$2.7M	-3%	36k	75.11	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$2.7M		158k	16.91	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.7M	-20%	51k	52.09	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$2.7M	+12%	27k	98.05	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$2.7M	-35%	56k	47.49	View chart
Abbott Laboratories (ABT)	0.1	$2.6M	+5%	24k	110.07	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$2.6M	-51%	29k	91.39	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$2.6M	NEW	22k	115.07	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$2.6M	+284%	71k	36.35	View chart
Wp Carey (WPC)	0.1	$2.5M	+13%	38k	65.66	View chart
American Tower Reit (AMT)	0.1	$2.5M	-4%	11k	217.59	View chart
CVS Caremark Corporation (CVS)	0.1	$2.5M	+3%	31k	78.94	View chart
Amphenol Corp Cl A (APH)	0.1	$2.4M		25k	99.36	View chart
Cheniere Energy Com New (LNG)	0.1	$2.4M	NEW	14k	170.73	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$2.4M	-14%	37k	65.07	View chart
Waste Management (WM)	0.1	$2.4M	+3%	13k	179.14	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$2.4M	-30%	47k	50.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.4M	+33%	50k	47.89	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$2.4M		59k	40.27	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$2.3M		40k	57.81	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.1	$2.3M	NEW	45k	52.43	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$2.3M	+47%	32k	72.02	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$2.3M	+20%	55k	42.17	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.3M	-29%	24k	96.83	View chart
Southern Company (SO)	0.1	$2.3M	+8%	32k	70.13	View chart
Phillips 66 (PSX)	0.1	$2.2M	+5%	17k	133.13	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$2.2M	+6%	31k	72.15	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.2M	+9%	29k	77.72	View chart
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL)	0.1	$2.2M	-21%	33k	66.71	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$2.2M	-2%	41k	53.97	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$2.2M	+2%	88k	24.96	View chart
Target Corporation (TGT)	0.1	$2.2M	+4%	15k	142.41	View chart
Nuveen Cr Strategies Income Stock (JQC)	0.1	$2.2M		415k	5.22	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$2.2M	NEW	16k	135.39	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$2.1M	+13%	23k	94.06	View chart
Uber Technologies (UBER)	0.1	$2.1M		34k	61.56	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$2.1M	NEW	88k	23.89	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$2.1M	-56%	32k	65.07	View chart
Morgan Stanley Com New (MS)	0.1	$2.1M	-20%	23k	93.24	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$2.1M		94k	22.12	View chart
Zoetis Cl A (ZTS)	0.1	$2.1M	+4%	11k	197.36	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$2.1M	NEW	18k	117.43	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$2.1M	-16%	19k	110.14	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$2.1M	NEW	22k	94.72	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$2.0M	-11%	94k	21.78	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$2.0M	+12%	71k	28.56	View chart
FirstEnergy (FE)	0.1	$2.0M	+11%	55k	36.66	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$2.0M		51k	39.51	View chart
Invesco Actively Managed Etf S&p500 Downsid (PHDG)	0.1	$2.0M	-6%	58k	34.23	View chart
Paccar (PCAR)	0.1	$2.0M		20k	100.90	View chart
Blackrock Science & Technolo SHS (BST)	0.1	$2.0M	-9%	59k	33.67	View chart
Douglas Emmett (DEI)	0.1	$2.0M		134k	14.69	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.0M	-3%	13k	148.39	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.9M	-8%	30k	64.92	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.9M	+10%	38k	50.23	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.9M	-4%	67k	28.41	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.9M	-2%	18k	104.12	View chart
Unilever Spon Adr New (UL)	0.1	$1.9M	-6%	39k	48.48	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN)	0.1	$1.9M	-3%	44k	43.68	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.9M	NEW	20k	96.37	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$1.9M	+44%	53k	35.41	View chart
Kroger (KR)	0.1	$1.9M		41k	45.71	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.9M	+29%	14k	130.95	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.1	$1.9M	+3%	56k	33.73	View chart
Devon Energy Corporation (DVN)	0.1	$1.9M	+7%	41k	45.30	View chart
Standex Int'l (SXI)	0.1	$1.8M	-5%	12k	158.40	View chart
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV)	0.1	$1.8M	-5%	47k	38.72	View chart
Us Bancorp Del Com New (USB)	0.1	$1.8M	+7%	42k	43.76	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$1.8M	NEW	20k	91.42	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$1.8M	+2%	55k	32.80	View chart
First Tr Exchange-traded Ft Cboe Vest S&p (KNG)	0.1	$1.8M	+24%	35k	51.52	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$1.8M	-26%	35k	51.68	View chart
Innovator Etfs Tr Ibd 50 Etf (FFTY)	0.1	$1.8M	NEW	73k	24.53	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.8M	-7%	21k	84.14	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.7M	+87%	56k	31.00	View chart
Flaherty & Crumrine/Claymore Preferred S (FFC)	0.1	$1.7M	+6%	125k	13.90	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.7M	+19%	34k	51.05	View chart
Nuveen Pfd & Income Opportun Stock (JPC)	0.1	$1.7M	NEW	252k	6.76	View chart
Nextera Energy (NEE)	0.1	$1.7M		28k	60.74	View chart
Allspring Multi Sector Incom Stock (ERC)	0.1	$1.7M		178k	9.50	View chart
Paypal Holdings (PYPL)	0.1	$1.7M		28k	61.42	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.7M	NEW	11k	155.33	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD)	0.1	$1.7M	-77%	74k	22.71	View chart
Enterprise Products Partners (EPD)	0.1	$1.7M	+22%	64k	26.35	View chart
Dynatrace Com New (DT)	0.1	$1.7M	-7%	31k	54.70	View chart
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL)	0.1	$1.7M	-19%	53k	31.39	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.1	$1.6M	NEW	83k	19.75	View chart
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP)	0.1	$1.6M	-5%	66k	24.90	View chart
Oracle Corporation (ORCL)	0.1	$1.6M	-9%	16k	105.42	View chart
Sempra Energy (SRE)	0.1	$1.6M		22k	75.33	View chart

Past Filings by Sowell Financial Services

SEC 13F filings are viewable for Sowell Financial Services going back to 2016

Sowell Financial Services 2023 Q4 filed Jan. 24, 2024
Sowell Financial Services 2023 Q3 filed Nov. 8, 2023
Sowell Financial Services 2023 Q2 filed Aug. 14, 2023
Sowell Financial Services 2023 Q1 filed May 12, 2023
Sowell Financial Services 2022 Q4 filed Feb. 9, 2023
Sowell Financial Services 2022 Q3 filed Nov. 15, 2022
Sowell Financial Services 2022 Q2 filed Aug. 15, 2022
Sowell Financial Services 2022 Q1 filed May 13, 2022
Sowell Financial Services 2021 Q4 filed Feb. 9, 2022
Sowell Financial Services 2021 Q3 filed Nov. 4, 2021
Sowell Financial Services 2021 Q2 filed Aug. 5, 2021
Sowell Financial Services 2021 Q1 filed May 7, 2021
Sowell Financial Services 2020 Q4 filed Jan. 13, 2021
Sowell Financial Services 2020 Q3 filed Nov. 12, 2020
Sowell Financial Services 2020 Q2 filed Aug. 13, 2020
Sowell Financial Services 2020 Q1 filed May 12, 2020

View all past filings

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