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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, NVDA, QQQ, MSFT, IVV, and represent 14.59% of Sowell Financial Services's stock portfolio.
Added to shares of these 10 stocks: JPST (+$11M), AAPL (+$6.8M), GCOR (+$6.6M), XLK (+$6.1M), IVV (+$5.8M), NFLX (+$5.1M), LIEN, SPY, SSO, CAT.
Started 113 new stock positions in SPHB, DVLT, ESS, STAG, VCRM, ASYS, TAK, UFPT, REMX, QQQI.
Reduced shares in these 10 stocks: FDL (-$8.1M), VB (-$6.3M), IBDQ, IDMO, , SPLV, AVGO, XAR, NVDA, FUTY.
Sold out of its positions in ARKF, AVAV, ADM, AN, VXX, MQT, BBW, CF, CGXU, CLS.
Sowell Financial Services was a net buyer of stock by $99M.
Sowell Financial Services has $2.7B in assets under management (AUM), dropping by 4.46%.
Central Index Key (CIK): 0001633697

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Portfolio Holdings for Sowell Financial Services

Sowell Financial Services holds 1106 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Sowell Financial Services has 1106 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sowell Financial Services Dec. 31, 2025 positions
Download the Sowell Financial Services December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.3	$116M	+6%	428k	271.86	View chart
NVIDIA Corporation (NVDA)	2.7	$75M	-3%	401k	186.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.7	$73M		119k	614.31	View chart
Microsoft Corporation (MSFT)	2.6	$70M	+2%	145k	483.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$64M	+10%	93k	684.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$57M	+8%	84k	681.92	View chart
Amazon (AMZN)	1.8	$49M		213k	230.82	View chart
Two Rds Shared Tr Affinity World (WLDR)	1.4	$38M	+10%	1.1M	35.58	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.3	$35M	+4%	696k	50.58	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$34M	+4%	172k	198.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$31M		99k	313.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$29M		59k	502.65	View chart
Advisors Inner Circle Fd Iii Rayliant Wilshir (RWLC)	0.9	$25M	+10%	758k	33.20	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.9	$25M	+3%	266k	93.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$23M		74k	313.80	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$23M	+11%	230k	99.88	View chart
JPMorgan Chase & Co. (JPM)	0.8	$22M		69k	322.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$21M	+2%	239k	89.46	View chart
Mastercard Incorporated Cl A (MA)	0.7	$20M		35k	570.89	View chart
Meta Platforms Cl A (META)	0.7	$19M		29k	660.10	View chart
Broadcom (AVGO)	0.7	$19M	-15%	54k	346.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$18M	-2%	36k	487.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$17M	+161%	340k	50.59	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.6	$17M	+3%	860k	19.89	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$17M		205k	81.17	View chart
Tesla Motors (TSLA)	0.6	$16M	+4%	35k	449.72	View chart
Costco Wholesale Corporation (COST)	0.6	$16M	-3%	18k	862.34	View chart
Wal-Mart Stores (WMT)	0.6	$15M		139k	111.41	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$15M	-11%	154k	100.38	View chart
Ishares Silver Tr Ishares (SLV)	0.6	$15M	-6%	236k	64.42	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$15M	+3%	185k	80.22	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$15M	-7%	40k	360.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$14M	+6%	23k	627.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$14M	+6%	30k	473.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$14M		74k	190.99	View chart
Exxon Mobil Corporation (XOM)	0.5	$14M		114k	120.34	View chart
Visa Com Cl A (V)	0.5	$14M		39k	350.71	View chart
Bank of America Corporation (BAC)	0.5	$13M		237k	55.00	View chart
Palantir Technologies Cl A (PLTR)	0.5	$13M	-8%	73k	177.75	View chart
Johnson & Johnson (JNJ)	0.5	$12M		60k	206.95	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$12M	+4%	119k	102.42	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.4	$12M		434k	28.04	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$12M	+100%	84k	143.97	View chart
Chevron Corporation (CVX)	0.4	$12M	+3%	76k	152.41	View chart
Abbvie (ABBV)	0.4	$11M	-10%	48k	228.49	View chart
International Business Machines (IBM)	0.4	$11M	+3%	37k	296.21	View chart
Caterpillar (CAT)	0.4	$11M	+55%	19k	572.86	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.4	$11M	-3%	80k	132.37	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$10M		141k	74.17	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$10M	+10%	41k	252.92	View chart
Coca-Cola Company (KO)	0.4	$10M	+3%	147k	69.91	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$10M	+16%	213k	46.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$10M		106k	94.16	View chart
Wells Fargo & Company (WFC)	0.4	$9.9M	-2%	106k	93.20	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$9.5M	+4%	142k	67.22	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.3	$9.2M	+251%	222k	41.52	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$8.9M	-10%	146k	60.81	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$8.9M	-4%	65k	136.94	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	0.3	$8.7M	+4%	183k	47.49	View chart
Cisco Systems (CSCO)	0.3	$8.6M	+5%	112k	77.03	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$8.6M	+2%	18k	480.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$8.5M		29k	290.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$8.4M	-11%	34k	246.16	View chart
United Parcel Service CL B (UPS)	0.3	$8.2M	+2%	83k	99.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$8.2M		98k	83.75	View chart
Oneok (OKE)	0.3	$7.6M	+2%	104k	73.50	View chart
Starbucks Corporation (SBUX)	0.3	$7.6M	-2%	91k	84.21	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$7.6M	-6%	139k	54.77	View chart
Merck & Co (MRK)	0.3	$7.6M	+4%	72k	105.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$7.5M	+6%	36k	210.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$7.4M	+13%	100k	74.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$7.4M	+2%	34k	219.78	View chart
McDonald's Corporation (MCD)	0.3	$7.2M		24k	305.63	View chart
Philip Morris International (PM)	0.3	$7.2M		45k	160.40	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.3	$7.1M		655k	10.83	View chart
Verizon Communications (VZ)	0.3	$7.1M	+12%	174k	40.73	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.3	$6.9M	-24%	210k	33.02	View chart
Home Depot (HD)	0.3	$6.9M	+10%	20k	344.11	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.3	$6.9M	+11%	85k	80.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$6.9M		20k	335.27	View chart
Eli Lilly & Co. (LLY)	0.3	$6.8M		6.4k	1074.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$6.8M	+70%	71k	96.03	View chart
Boeing Company (BA)	0.2	$6.7M	+5%	31k	217.12	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$6.7M	+7%	77k	87.16	View chart
Howard Hughes Holdings (HHH)	0.2	$6.7M	+18%	84k	79.77	View chart
Amphenol Corp Cl A (APH)	0.2	$6.5M	-4%	48k	135.14	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$6.5M	+52%	52k	124.20	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$6.4M	+3%	56k	113.72	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$6.3M	+7%	52k	121.75	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$6.3M	+141%	335k	18.84	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$6.3M	+5%	125k	50.58	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$6.3M	+6%	147k	42.56	View chart
3M Company (MMM)	0.2	$6.2M	+2%	39k	160.10	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$6.2M		157k	39.59	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.2	$6.2M	+6%	226k	27.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$6.1M		51k	120.18	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$6.0M	+3%	363k	16.49	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$6.0M	+4%	20k	303.89	View chart
Uber Technologies (UBER)	0.2	$6.0M	+27%	73k	81.71	View chart
Pepsi (PEP)	0.2	$5.9M	+5%	41k	143.52	View chart
Netflix (NFLX)	0.2	$5.9M	+639%	63k	93.76	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.2	$5.8M	+231%	100k	57.92	View chart
Altria (MO)	0.2	$5.8M		100k	57.66	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$5.8M		47k	123.26	View chart
Qualcomm (QCOM)	0.2	$5.7M		33k	171.05	View chart
At&t (T)	0.2	$5.7M		228k	24.84	View chart
Walt Disney Company (DIS)	0.2	$5.5M	-7%	49k	113.77	View chart
Morgan Stanley Com New (MS)	0.2	$5.5M		31k	177.53	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$5.5M	+7%	158k	34.46	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$5.4M	+21%	38k	141.16	View chart
Goldman Sachs (GS)	0.2	$5.3M	+3%	6.0k	879.05	View chart
Procter & Gamble Company (PG)	0.2	$5.3M	+12%	37k	143.31	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$5.2M	+6%	14k	386.84	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$5.1M	+15%	191k	26.91	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$5.1M	-2%	33k	154.80	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$5.0M	+6%	205k	24.23	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$5.0M	+30%	91k	54.71	View chart
Kla Corp Com New (KLAC)	0.2	$5.0M	+36%	4.1k	1215.01	View chart
Listed Fds Tr Alexis Practical (LEXI)	0.2	$5.0M		139k	35.60	View chart
Silver Spike Investment Corp (LIEN)	0.2	$4.9M	NEW	478k	10.33	View chart
Advanced Micro Devices (AMD)	0.2	$4.8M		23k	214.16	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$4.8M		16k	301.16	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$4.7M	+20%	30k	156.63	View chart
Pfizer (PFE)	0.2	$4.7M	+3%	187k	24.90	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$4.4M	+3%	183k	24.28	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$4.4M	+7%	175k	25.45	View chart
American Express Company (AXP)	0.2	$4.4M	+13%	12k	369.96	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$4.4M	+7%	187k	23.41	View chart
Spdr Series Trust State Street Spd (SJNK)	0.2	$4.4M	+11%	172k	25.32	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.2	$4.3M	+2%	90k	47.70	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.2	$4.3M		56k	75.43	View chart
Ford Motor Company (F)	0.2	$4.2M	+8%	319k	13.12	View chart
UnitedHealth (UNH)	0.2	$4.1M	+5%	13k	330.10	View chart
Axon Enterprise (AXON)	0.2	$4.1M	+6%	7.3k	567.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.1M		29k	143.52	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.2	$4.1M		155k	26.48	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$4.0M	-31%	71k	57.24	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$4.0M	+2%	37k	110.19	View chart
Spdr Series Trust State Street Spd (FLRN)	0.1	$4.0M		130k	30.73	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.1	$3.9M		91k	43.21	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.9M	+3%	34k	117.21	View chart
MetLife (MET)	0.1	$3.9M		50k	78.94	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$3.9M		168k	23.02	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$3.8M		25k	155.12	View chart
Amgen (AMGN)	0.1	$3.8M		12k	327.31	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.8M		19k	199.68	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.8M	+3%	21k	183.40	View chart
Woodward Governor Company (WWD)	0.1	$3.8M		13k	302.31	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$3.7M	+5%	18k	212.07	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$3.6M	+11%	132k	27.62	View chart
Flaherty & Crumrine/Claymore Total Retur (FLC)	0.1	$3.6M		208k	17.50	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$3.6M		115k	31.51	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.1	$3.6M	+2%	70k	51.19	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$3.6M		16k	230.21	View chart
Bristol Myers Squibb (BMY)	0.1	$3.6M	+16%	66k	53.94	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$3.6M		28k	129.16	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$3.5M	+37%	79k	44.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.5M	+3%	8.9k	396.31	View chart
Tyson Foods Cl A (TSN)	0.1	$3.5M	+2%	60k	58.62	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$3.5M	+17%	14k	250.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$3.5M		52k	66.00	View chart
Royal Caribbean Cruises (RCL)	0.1	$3.4M	+12%	12k	278.91	View chart
Kraft Heinz (KHC)	0.1	$3.4M	+6%	142k	24.25	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$3.4M	+22%	72k	47.95	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$3.4M		58k	59.28	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$3.4M	-5%	8.3k	412.75	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$3.4M	+5%	103k	33.08	View chart
Frequency Electronics (FEIM)	0.1	$3.4M	NEW	63k	53.84	View chart
FirstEnergy (FE)	0.1	$3.4M		76k	44.77	View chart
General Mills (GIS)	0.1	$3.4M	+4%	72k	46.50	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$3.3M	+76%	65k	50.86	View chart
Lam Research Corp Com New (LRCX)	0.1	$3.3M		19k	171.18	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$3.3M	+96%	47k	70.41	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$3.3M	+4%	49k	67.48	View chart
Newmont Mining Corporation (NEM)	0.1	$3.3M	+10%	33k	99.85	View chart
Kroger (KR)	0.1	$3.2M	+2%	52k	62.48	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$3.2M	+8%	5.3k	603.30	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$3.2M	NEW	49k	65.51	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$3.2M		30k	105.69	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$3.2M	-4%	32k	99.94	View chart
Capital One Financial (COF)	0.1	$3.1M		13k	242.36	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$3.1M		38k	82.73	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$3.1M	+4%	50k	62.47	View chart
Cardinal Health (CAH)	0.1	$3.1M		15k	205.50	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$3.1M	-29%	68k	46.04	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$3.1M	+58%	33k	94.40	View chart
Applied Materials (AMAT)	0.1	$3.1M	-2%	12k	257.00	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$3.1M	+2%	147k	20.82	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.1M	+5%	32k	96.27	View chart
Allstate Corporation (ALL)	0.1	$3.0M		15k	208.16	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$3.0M	-4%	150k	19.87	View chart
Micron Technology (MU)	0.1	$3.0M		10k	285.41	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$3.0M	NEW	57k	52.53	View chart
Markel Corporation (MKL)	0.1	$2.9M		1.4k	2149.65	View chart
Lowe's Companies (LOW)	0.1	$2.9M	+15%	12k	241.16	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$2.9M	+107%	93k	31.21	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.1	$2.9M		64k	45.45	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$2.9M	+3%	62k	46.86	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.1	$2.9M	NEW	58k	50.23	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.1	$2.9M	+2%	90k	32.05	View chart
Tapestry (TPR)	0.1	$2.8M		22k	127.77	View chart
Oracle Corporation (ORCL)	0.1	$2.8M	-8%	15k	194.92	View chart
CVS Caremark Corporation (CVS)	0.1	$2.8M	-3%	36k	79.36	View chart
Prologis (PLD)	0.1	$2.8M		22k	127.66	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$2.8M	-38%	41k	67.64	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$2.8M	+9%	107k	25.75	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.7M	+2%	62k	44.41	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$2.7M	-23%	67k	41.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.7M	+6%	100k	27.43	View chart
Goldman Sachs Etf Tr Marketbeta Russ (GGUS)	0.1	$2.7M	+22%	43k	63.66	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.7M	-4%	8.4k	322.99	View chart
Dell Technologies CL C (DELL)	0.1	$2.7M	+10%	22k	125.88	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.7M	-31%	14k	191.56	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.7M	-2%	38k	71.41	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.6M	+5%	5.5k	483.66	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$2.6M	+70%	57k	45.89	View chart
McKesson Corporation (MCK)	0.1	$2.6M		3.2k	820.21	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.6M	+2%	19k	141.06	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$2.6M	-3%	16k	160.97	View chart
Intuitive Surgical Com New (ISRG)	0.1	$2.6M	+10%	4.6k	566.39	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$2.6M		18k	142.13	View chart
Hershey Company (HSY)	0.1	$2.6M	-8%	14k	181.99	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.5M	-3%	55k	45.88	View chart
Enterprise Products Partners (EPD)	0.1	$2.5M		79k	32.06	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$2.5M		42k	59.93	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.5M	+4%	32k	77.53	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$2.5M		9.2k	269.19	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$2.5M	+18%	32k	78.67	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$2.5M		36k	69.40	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.5M	+3%	5.3k	468.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.5M	+4%	31k	79.73	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.1	$2.5M	+22%	47k	52.64	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$2.5M		49k	50.32	View chart
Realty Income (O)	0.1	$2.5M	+4%	44k	56.37	View chart
salesforce (CRM)	0.1	$2.4M	+12%	9.2k	264.92	View chart
Nike CL B (NKE)	0.1	$2.4M		38k	63.71	View chart
Palo Alto Networks (PANW)	0.1	$2.4M	+5%	13k	184.20	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.4M	+2%	4.2k	579.49	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$2.4M	-2%	27k	89.20	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.4M		17k	141.14	View chart
Universal Insurance Holdings (UVE)	0.1	$2.4M	NEW	71k	33.80	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$2.4M	+91%	20k	119.41	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$2.4M	+144%	51k	46.25	View chart
Nextera Energy (NEE)	0.1	$2.3M		29k	80.28	View chart
Spdr Series Trust State Street Spd (XME)	0.1	$2.3M	NEW	23k	103.61	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$2.3M		19k	121.61	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.3M	+14%	44k	52.88	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$2.3M	+23%	87k	26.47	View chart
Technipfmc (FTI)	0.1	$2.3M	NEW	52k	44.56	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$2.3M	+4%	28k	80.63	View chart

Past Filings by Sowell Financial Services

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

Sowell Financial Services 2025 Q4 filed Jan. 21, 2026
Sowell Financial Services 2025 Q3 filed Oct. 17, 2025
Sowell Financial Services 2025 Q2 filed July 14, 2025
Sowell Financial Services 2025 Q1 filed April 17, 2025
Sowell Financial Services 2024 Q4 filed Feb. 7, 2025
Sowell Financial Services 2024 Q3 filed Oct. 4, 2024
Sowell Financial Services 2024 Q2 filed Aug. 13, 2024
Sowell Financial Services 2024 Q1 filed May 3, 2024
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

View all past filings

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