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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, MSFT, QQQ, IVV, and represent 14.57% of Sowell Financial Services's stock portfolio.
Added to shares of these 10 stocks: FDL (+$8.2M), VB (+$6.1M), CLSE (+$5.5M), IDMO, SLV, HHH, TPLC, XAR, HEQT, HACK.
Started 104 new stock positions in CADE, IBHF, RWO, CGNX, GWX, GFI, NBIS, JETS, LAC, FICO.
Reduced shares in these 10 stocks: FBCG (-$7.6M), AVGO (-$6.6M), MSFT (-$6.3M), SPLV (-$6.1M), FTLS (-$5.5M), FBTC, NFLX, XLE, SPOT, AMZN.
Sold out of its positions in AMC, ANIP, ASTS, EDGU, EDGF, AFRM, AA, ALE, AMSC, IPAY.
Sowell Financial Services was a net seller of stock by $-15M.
Sowell Financial Services has $2.6B in assets under management (AUM), dropping by 6.14%.
Central Index Key (CIK): 0001633697

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Portfolio Holdings for Sowell Financial Services

Sowell Financial Services holds 1068 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Sowell Financial Services has 1068 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sowell Financial Services Sept. 30, 2025 positions
Download the Sowell Financial Services September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.9	$103M		403k	254.63	View chart
NVIDIA Corporation (NVDA)	3.0	$78M		416k	186.58	View chart
Microsoft Corporation (MSFT)	2.8	$73M	-7%	141k	517.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.7	$70M		117k	600.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$56M	-2%	84k	669.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$51M	-2%	77k	666.18	View chart
Amazon (AMZN)	1.8	$46M	-7%	211k	219.57	View chart
Two Rds Shared Tr Affinity World (WLDR)	1.4	$36M	+4%	961k	37.06	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.3	$34M	+3%	664k	50.78	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.2	$32M		166k	194.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$29M	+3%	59k	502.74	View chart
Advisors Inner Circle Fd Iii Rayliant Quantit (RAYD)	1.0	$26M	+6%	687k	37.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$24M		100k	243.10	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.9	$24M		256k	93.35	View chart
JPMorgan Chase & Co. (JPM)	0.8	$22M	-7%	69k	315.43	View chart
Meta Platforms Cl A (META)	0.8	$21M	-13%	29k	734.37	View chart
Broadcom (AVGO)	0.8	$21M	-23%	64k	329.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$21M		205k	100.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$20M	+3%	233k	87.31	View chart
Mastercard Incorporated Cl A (MA)	0.8	$20M	+2%	35k	568.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$18M		75k	243.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$18M	+10%	37k	479.61	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.7	$17M	+4%	173k	100.70	View chart
Costco Wholesale Corporation (COST)	0.7	$17M	-9%	19k	925.62	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.6	$17M		830k	19.98	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$15M	+2%	207k	72.77	View chart
Tesla Motors (TSLA)	0.6	$15M	-4%	34k	444.71	View chart
Palantir Technologies Cl A (PLTR)	0.6	$15M	+2%	80k	182.42	View chart
Wal-Mart Stores (WMT)	0.6	$14M	-2%	139k	103.06	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$14M	-12%	44k	326.36	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.5	$14M	+2%	179k	78.34	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$14M		73k	186.49	View chart
Visa Com Cl A (V)	0.5	$13M		39k	341.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$13M		22k	612.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$13M	+3%	28k	468.42	View chart
Exxon Mobil Corporation (XOM)	0.5	$13M	-4%	114k	112.75	View chart
Bank of America Corporation (BAC)	0.5	$12M		239k	51.59	View chart
Abbvie (ABBV)	0.5	$12M	-14%	53k	231.54	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.5	$12M	+5%	436k	27.74	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$12M		114k	104.96	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$12M		42k	281.86	View chart
Chevron Corporation (CVX)	0.4	$11M	-7%	73k	155.29	View chart
Johnson & Johnson (JNJ)	0.4	$11M		60k	185.42	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$11M	+47%	254k	42.37	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.4	$11M		82k	130.28	View chart
Netflix (NFLX)	0.4	$10M	-29%	8.5k	1198.88	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$10M	+2%	140k	72.44	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$10M	-5%	106k	95.14	View chart
International Business Machines (IBM)	0.4	$9.9M	-12%	35k	282.16	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$9.7M	+16%	68k	142.41	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$9.7M		164k	59.20	View chart
Coca-Cola Company (KO)	0.4	$9.4M	-8%	142k	66.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$9.3M	-12%	39k	241.96	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$9.1M	+24%	37k	247.12	View chart
Wells Fargo & Company (WFC)	0.3	$9.1M		108k	83.82	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$8.9M		136k	65.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$8.5M		29k	293.74	View chart
First Tr Exchange-traded SHS (FDL)	0.3	$8.4M	+3430%	194k	43.41	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$8.4M	+20%	184k	45.76	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.3	$8.3M	-9%	280k	29.62	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	0.3	$8.2M		175k	46.69	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$8.1M		18k	463.74	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$8.1M	+10%	96k	84.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$8.0M	+313%	32k	254.28	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$8.0M	+22%	149k	53.87	View chart
Starbucks Corporation (SBUX)	0.3	$7.9M	+3%	94k	84.60	View chart
Oneok (OKE)	0.3	$7.4M	-5%	102k	72.97	View chart
Home Depot (HD)	0.3	$7.4M	+6%	18k	405.19	View chart
Cisco Systems (CSCO)	0.3	$7.3M		107k	68.42	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.3	$7.3M		659k	11.05	View chart
Philip Morris International (PM)	0.3	$7.3M	-4%	45k	162.20	View chart
McDonald's Corporation (MCD)	0.3	$7.2M		24k	303.89	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$7.1M	+8%	33k	215.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$6.8M	+4%	33k	203.59	View chart
Verizon Communications (VZ)	0.3	$6.8M	-11%	154k	43.95	View chart
United Parcel Service CL B (UPS)	0.3	$6.7M		81k	83.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$6.7M	+2%	20k	328.17	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.3	$6.7M	+67%	77k	86.80	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$6.6M		130k	50.73	View chart
Altria (MO)	0.3	$6.6M		100k	66.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$6.6M	+4%	88k	74.37	View chart
At&t (T)	0.2	$6.5M	-6%	230k	28.24	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$6.4M	-3%	72k	89.37	View chart
Boeing Company (BA)	0.2	$6.3M		29k	215.83	View chart
Amphenol Corp Cl A (APH)	0.2	$6.2M	-8%	51k	123.75	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$6.1M		159k	38.57	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$6.0M	+2%	55k	110.59	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$6.0M	+5%	349k	17.16	View chart
Walt Disney Company (DIS)	0.2	$6.0M		52k	114.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$6.0M		50k	118.83	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$6.0M		118k	50.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$5.9M		104k	57.10	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$5.9M	+10%	138k	42.76	View chart
3M Company (MMM)	0.2	$5.9M	-2%	38k	155.18	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$5.8M	+7%	48k	120.50	View chart
Howard Hughes Holdings (HHH)	0.2	$5.8M	+125%	71k	82.17	View chart
Merck & Co (MRK)	0.2	$5.8M	-11%	69k	83.93	View chart
Caterpillar (CAT)	0.2	$5.7M		12k	477.16	View chart
Uber Technologies (UBER)	0.2	$5.6M		57k	97.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$5.6M		46k	120.72	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.2	$5.5M	NEW	211k	26.04	View chart
Pepsi (PEP)	0.2	$5.5M	+10%	39k	140.44	View chart
Qualcomm (QCOM)	0.2	$5.5M	-5%	33k	166.36	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$5.2M	-13%	19k	279.29	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$5.2M	-45%	58k	89.34	View chart
Procter & Gamble Company (PG)	0.2	$5.0M	+5%	33k	153.65	View chart
Axon Enterprise (AXON)	0.2	$4.9M	+8%	6.9k	717.64	View chart
Morgan Stanley Com New (MS)	0.2	$4.9M	+45%	31k	158.96	View chart
Eli Lilly & Co. (LLY)	0.2	$4.9M		6.4k	763.00	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$4.8M	+4%	148k	32.79	View chart
Listed Fds Tr Alexis Practical (LEXI)	0.2	$4.8M		139k	34.73	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$4.8M		13k	378.94	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$4.7M		34k	139.17	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$4.7M	+4%	192k	24.30	View chart
Goldman Sachs (GS)	0.2	$4.7M	-6%	5.8k	796.34	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$4.7M	+52%	34k	135.65	View chart
Pfizer (PFE)	0.2	$4.6M	-8%	181k	25.48	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$4.5M		32k	141.50	View chart
Oracle Corporation (ORCL)	0.2	$4.5M	-10%	16k	281.24	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$4.5M	-57%	61k	73.48	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$4.5M		96k	46.24	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$4.4M	+29%	166k	26.34	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$4.3M	+6%	176k	24.34	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.2	$4.3M	+4%	57k	75.62	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$4.3M	-4%	16k	271.12	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.2	$4.2M	+4%	88k	48.17	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$4.1M	+10%	162k	25.52	View chart
UnitedHealth (UNH)	0.2	$4.1M	+104%	12k	345.31	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$4.1M	+9%	174k	23.47	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.2	$4.1M		152k	26.82	View chart
MetLife (MET)	0.2	$4.1M	-7%	50k	82.37	View chart
Duke Energy Corp Com New (DUK)	0.2	$4.0M		33k	123.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.0M		29k	140.95	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.2	$4.0M	+3%	130k	30.86	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$4.0M	+2%	36k	111.47	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$4.0M	-7%	157k	25.19	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.2	$3.9M	+93%	154k	25.60	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$3.9M	+147%	25k	155.45	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.1	$3.9M		92k	42.46	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$3.9M	-2%	168k	23.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.9M	+6%	42k	93.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.9M	+23%	20k	189.70	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$3.7M		24k	154.23	View chart
Flaherty & Crumrine/Claymore Total Retur (FLC)	0.1	$3.7M		210k	17.82	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.7M	-9%	19k	195.86	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.7M	-2%	70k	53.40	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$3.7M	+35%	65k	57.52	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$3.7M	-54%	37k	99.81	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$3.6M	NEW	67k	53.99	View chart
Advanced Micro Devices (AMD)	0.1	$3.6M	+20%	22k	161.79	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$3.6M		16k	229.61	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$3.6M		115k	31.16	View chart
Spdr Series Trust S&p Bk Etf (KBE)	0.1	$3.6M		60k	59.42	View chart
Royal Caribbean Cruises (RCL)	0.1	$3.5M	-29%	11k	323.57	View chart
American Express Company (AXP)	0.1	$3.5M	-9%	11k	332.16	View chart
Ford Motor Company (F)	0.1	$3.5M		294k	11.96	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$3.5M	+3%	8.7k	402.41	View chart
FirstEnergy (FE)	0.1	$3.5M	+25%	77k	45.82	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.1	$3.5M	+54%	69k	50.87	View chart
General Mills (GIS)	0.1	$3.5M	-2%	69k	50.42	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$3.5M		28k	125.95	View chart
Spdr Series Trust Aerospace Def (XAR)	0.1	$3.5M	+399%	15k	234.96	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$3.5M	-6%	30k	115.01	View chart
Kraft Heinz (KHC)	0.1	$3.5M	-13%	133k	26.04	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$3.4M	+2%	17k	206.52	View chart
Kroger (KR)	0.1	$3.4M	-2%	51k	67.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$3.4M	-3%	52k	65.26	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$3.4M	+9%	30k	112.13	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.3M	-6%	20k	167.33	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$3.3M		33k	100.23	View chart
Amgen (AMGN)	0.1	$3.3M		12k	282.20	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$3.3M	-2%	57k	57.52	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$3.3M	+5%	119k	27.75	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$3.3M		24k	137.20	View chart
Kla Corp Com New (KLAC)	0.1	$3.2M	+9%	3.0k	1078.69	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$3.2M	+22%	87k	36.81	View chart
Tyson Foods Cl A (TSN)	0.1	$3.2M	-2%	59k	54.30	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$3.2M		47k	67.91	View chart
Woodward Governor Company (WWD)	0.1	$3.2M		13k	252.71	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$3.2M		38k	83.05	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.1	$3.1M	+2%	50k	63.30	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$3.1M	+7%	97k	32.07	View chart
Allstate Corporation (ALL)	0.1	$3.1M	+156%	15k	214.64	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$3.1M		156k	19.82	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$3.1M	-15%	34k	89.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.0M	-43%	8.6k	355.47	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$3.0M	+23%	12k	256.45	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$3.0M	-26%	67k	44.48	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.1	$3.0M	NEW	64k	46.30	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$3.0M		143k	20.60	View chart
Oklo Com Cl A (OKLO)	0.1	$2.9M	+12%	26k	111.63	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.9M	-4%	4.9k	596.08	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.9M	+3%	30k	96.55	View chart
Hershey Company (HSY)	0.1	$2.9M	+8%	15k	187.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.9M	+2%	48k	59.92	View chart
Cheniere Energy Com New (LNG)	0.1	$2.8M		12k	234.98	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.8M	+9%	8.9k	320.02	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$2.8M	+26%	59k	48.19	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$2.8M	+2%	49k	57.47	View chart
CVS Caremark Corporation (CVS)	0.1	$2.8M		37k	75.39	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$2.8M	-15%	60k	46.32	View chart
Capital One Financial (COF)	0.1	$2.8M	+31%	13k	212.58	View chart
Dell Technologies CL C (DELL)	0.1	$2.8M	+13%	19k	141.77	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.1	$2.8M	NEW	88k	31.24	View chart
Nike CL B (NKE)	0.1	$2.7M		39k	69.73	View chart
Boston Scientific Corporation (BSX)	0.1	$2.7M	-51%	28k	97.63	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$2.7M	-8%	48k	56.47	View chart
Clorox Company (CLX)	0.1	$2.7M		22k	123.30	View chart
Lowe's Companies (LOW)	0.1	$2.6M	+9%	11k	251.30	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$2.6M	+33%	63k	41.78	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.1	$2.6M	+29%	63k	41.57	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.6M	-3%	57k	45.84	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.6M	-8%	39k	67.83	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$2.6M	NEW	139k	18.81	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.6M	-4%	20k	133.90	View chart
United Rentals (URI)	0.1	$2.6M	-13%	2.7k	954.59	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.6M	+8%	5.2k	499.25	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.6M	+10%	60k	42.79	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$2.6M		9.2k	279.84	View chart
Markel Corporation (MKL)	0.1	$2.6M		1.3k	1911.36	View chart
Bristol Myers Squibb (BMY)	0.1	$2.6M		57k	45.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.6M	-7%	94k	27.30	View chart
Palo Alto Networks (PANW)	0.1	$2.6M	-39%	13k	203.63	View chart
First Tr Exchange-traded SHS (QQEW)	0.1	$2.6M		18k	141.11	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$2.5M	+90%	42k	60.03	View chart
Realty Income (O)	0.1	$2.5M	+30%	42k	60.79	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.1	$2.5M	+5%	98k	25.85	View chart
Tapestry (TPR)	0.1	$2.5M	+21%	22k	113.22	View chart
Applied Materials (AMAT)	0.1	$2.5M	-6%	12k	204.74	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.1	$2.5M		28k	90.50	View chart
Newmont Mining Corporation (NEM)	0.1	$2.5M	+69%	30k	84.31	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$2.5M	+20%	17k	148.61	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.5M	-7%	5.1k	490.41	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.5M		10k	239.64	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.5M	+2%	18k	137.80	View chart
Enterprise Products Partners (EPD)	0.1	$2.5M	+5%	79k	31.27	View chart
Prologis (PLD)	0.1	$2.5M	+6%	22k	114.52	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$2.5M	+10%	49k	50.27	View chart
McKesson Corporation (MCK)	0.1	$2.4M	+2%	3.1k	772.61	View chart
Public Storage (PSA)	0.1	$2.4M	+2%	8.4k	288.84	View chart
Cardinal Health (CAH)	0.1	$2.4M	-39%	15k	156.96	View chart
Abbott Laboratories (ABT)	0.1	$2.4M	-24%	18k	133.94	View chart
Phibro Animal Health Corp Cl A Com (PAHC)	0.1	$2.4M	-37%	59k	40.46	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.4M	-7%	17k	142.10	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.4M	+6%	30k	79.93	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$2.4M		118k	20.08	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.4M	+3%	31k	76.72	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$2.3M		19k	122.45	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$2.3M	+2%	59k	39.62	View chart
Honeywell International (HON)	0.1	$2.3M		11k	210.51	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 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
Sowell Financial Services 2021 Q4 filed Feb. 9, 2022

View all past filings

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