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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, VTI, MSFT, QQQ, IVV, and represent 15.63% of Sowell Financial Services's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$15M), PSX (+$6.3M), IWS (+$5.9M), DMAR, VCIT, IWN, VB, BND, TRGP, BIL.
Started 71 new stock positions in ONEQ, AMAT, IYR, IDU, IWS, RDVI, NDAQ, DGCB, AA, CGMS.
Reduced shares in these 10 stocks: NVDA (-$8.9M), IWP (-$6.5M), IVV (-$6.2M), VCSH (-$5.9M), LLY (-$5.6M), MSFT (-$5.4M), NVO (-$5.1M), FLRG, FJUN, FTSM.
Sold out of its positions in AMN, AXL, BK, BSM, BTI, CCL, CLF, DBEF, DRI, EC.
Sowell Financial Services was a net seller of stock by $-38M.
Sowell Financial Services has $2.2B in assets under management (AUM), dropping by 2.79%.
Central Index Key (CIK): 0001633697

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Portfolio Holdings for Sowell Financial Services

Sowell Financial Services holds 530 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Sowell Financial Services has 530 total positions. Only the first 250 positions are shown.

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Download the Sowell Financial Services September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.4	$94M		403k	233.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.3	$71M		249k	284.03	View chart
Microsoft Corporation (MSFT)	2.8	$61M	-8%	141k	430.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$57M	-3%	117k	488.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$54M	-10%	94k	576.82	View chart
NVIDIA Corporation (NVDA)	2.4	$52M	-14%	428k	121.45	View chart
Amazon Stock (AMZN)	2.2	$47M		250k	186.33	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.8	$39M		1.1M	34.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$39M	+4%	67k	575.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$31M	+4%	68k	460.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$30M	-6%	167k	179.30	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.2	$25M		389k	64.74	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$24M	-2%	64k	375.38	View chart
Two Rds Shared Tr Affinity World (WLDR)	1.1	$23M	-3%	694k	33.08	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.9	$20M		317k	62.20	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$19M	+2%	702k	27.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$18M	+2%	108k	165.85	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$17M	+4%	134k	125.62	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.8	$17M	-3%	165k	100.29	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$16M	-11%	42k	383.92	View chart
JPMorgan Chase & Co. (JPM)	0.7	$16M	-4%	75k	210.86	View chart
Costco Wholesale Corporation (COST)	0.7	$16M		18k	886.53	View chart
Broadcom Stock (AVGO)	0.7	$15M	NEW	86k	172.51	View chart
Exxon Mobil Corporation (XOM)	0.7	$15M	-3%	123k	117.22	View chart
Meta Platforms Cl A (META)	0.7	$14M	-19%	25k	572.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$14M		181k	78.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$14M	-7%	81k	167.19	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$13M	+3%	332k	39.69	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$13M	-16%	132k	98.10	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$13M		177k	72.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$13M	-4%	73k	174.56	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.6	$13M	-6%	125k	102.58	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$13M	-31%	158k	79.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$12M	-4%	122k	101.27	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.6	$12M	-6%	594k	20.23	View chart
Chevron Corporation (CVX)	0.5	$12M	+3%	80k	147.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$12M	-11%	22k	529.31	View chart
Abbvie (ABBV)	0.5	$11M	-6%	58k	197.47	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.5	$11M	-5%	116k	94.61	View chart
Eli Lilly & Co. (LLY)	0.5	$10M	-34%	12k	885.95	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$10M	-6%	46k	225.76	View chart
Coca-Cola Company (KO)	0.5	$10M		140k	72.36	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$10M		141k	71.73	View chart
Wal-Mart Stores (WMT)	0.5	$10M		124k	80.75	View chart
Bank of America Corporation (BAC)	0.5	$10M	-10%	251k	39.68	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$9.8M	+3%	107k	91.31	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$9.6M	-6%	39k	245.45	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$9.5M		192k	49.70	View chart
Johnson & Johnson (JNJ)	0.4	$9.5M	+4%	59k	162.06	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$9.3M	-7%	197k	47.12	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$9.2M	+21%	136k	67.51	View chart
Starbucks Corporation (SBUX)	0.4	$9.1M	-2%	93k	97.49	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$9.1M	+2%	90k	100.72	View chart
United Parcel Service CL B (UPS)	0.4	$9.1M	+17%	66k	136.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$9.0M	-3%	77k	116.96	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$8.7M	-5%	100k	87.80	View chart
Visa Com Cl A (V)	0.4	$8.6M		31k	274.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$8.6M	+12%	39k	220.89	View chart
Qualcomm Stock (QCOM)	0.4	$8.4M		50k	170.06	View chart
Phillips 66 (PSX)	0.4	$8.4M	+304%	64k	131.44	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$8.3M	-9%	140k	59.51	View chart
Merck & Co (MRK)	0.4	$8.0M	+6%	70k	114.33	View chart
Netflix (NFLX)	0.4	$7.9M	+2%	11k	709.27	View chart
Oneok (OKE)	0.4	$7.9M	+3%	86k	91.13	View chart
Tesla Motors (TSLA)	0.4	$7.8M	-4%	30k	261.63	View chart
Mastercard Incorporated Cl A (MA)	0.4	$7.7M	-6%	16k	493.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$7.6M	+11%	31k	243.07	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$7.2M	-7%	72k	100.68	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.3	$7.2M	-4%	89k	80.48	View chart
Verizon Communications Stock (VZ)	0.3	$7.1M	-8%	159k	44.91	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.3	$7.1M	-3%	628k	11.28	View chart
McDonald's Corporation (MCD)	0.3	$7.1M		23k	304.53	View chart
Wells Fargo & Company (WFC)	0.3	$6.9M	-4%	122k	56.49	View chart
International Business Machines (IBM)	0.3	$6.9M		31k	221.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$6.9M	-8%	26k	263.82	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$6.7M	+43%	287k	23.45	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$6.7M	-20%	131k	50.74	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.3	$6.6M	-4%	241k	27.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$6.5M	+78%	86k	75.11	View chart
UnitedHealth (UNH)	0.3	$6.4M	-3%	11k	584.69	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$6.4M	+333%	77k	83.75	View chart
Home Depot (HD)	0.3	$6.4M		16k	405.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$6.3M		32k	198.91	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$6.3M	-7%	110k	57.41	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$6.3M	+12%	24k	260.07	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$6.2M	-9%	386k	16.05	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$6.2M	+6%	231k	26.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$6.1M	-24%	72k	84.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$6.0M		97k	62.32	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$6.0M	-2%	14k	424.38	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$6.0M	-3%	31k	189.81	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$5.9M	NEW	45k	132.26	View chart
Walt Disney Company (DIS)	0.3	$5.8M	+3%	61k	96.19	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	0.3	$5.7M	-3%	120k	47.33	View chart
3M Company (MMM)	0.3	$5.7M	-4%	42k	136.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$5.7M	+103%	24k	237.93	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$5.6M	+9%	112k	50.28	View chart
At&t (T)	0.3	$5.4M		245k	22.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$5.4M	+3%	30k	179.16	View chart
Procter & Gamble Company (PG)	0.2	$5.3M		31k	173.21	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$5.3M	-31%	123k	43.19	View chart
Caterpillar (CAT)	0.2	$5.3M		13k	391.09	View chart
Cisco Systems (CSCO)	0.2	$5.2M		98k	53.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$5.2M	-5%	41k	128.20	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$5.1M	+6%	112k	45.32	View chart
Pfizer (PFE)	0.2	$5.1M	-2%	176k	28.94	View chart
Philip Morris International (PM)	0.2	$5.1M	-16%	41k	122.75	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$5.1M	+2%	33k	154.02	View chart
Altria (MO)	0.2	$5.0M	-5%	97k	52.07	View chart
Pepsi (PEP)	0.2	$5.0M		29k	170.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.2	$5.0M	NEW	110k	45.50	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$5.0M	+11%	167k	29.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$4.8M	+4%	48k	98.23	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$4.7M		44k	107.67	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$4.7M	+28%	39k	119.62	View chart
Boeing Company (BA)	0.2	$4.7M		31k	152.03	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$4.5M	+154%	49k	91.81	View chart
Oracle Corporation (ORCL)	0.2	$4.4M	+32%	26k	170.38	View chart
MetLife (MET)	0.2	$4.3M	-2%	52k	82.48	View chart
Listed Fd Tr Alexis Practical (LEXI)	0.2	$4.3M	-19%	139k	30.65	View chart
salesforce (CRM)	0.2	$4.2M	-32%	15k	274.12	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.2	$4.2M	-8%	82k	50.74	View chart
Dow (DOW)	0.2	$4.1M		75k	54.63	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$4.1M	+3%	157k	26.14	View chart
Kraft Heinz (KHC)	0.2	$4.1M		117k	35.11	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$4.1M	-14%	36k	112.99	View chart
Advanced Micro Devices (AMD)	0.2	$4.0M	-16%	25k	164.07	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$4.0M	-4%	31k	131.91	View chart
Amgen (AMGN)	0.2	$4.0M	+10%	13k	322.17	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$4.0M	+16%	12k	326.76	View chart
General Mills (GIS)	0.2	$3.9M	-3%	53k	73.84	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$3.9M	+13%	138k	28.14	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$3.9M	-8%	40k	95.74	View chart
Schwab Charles Family Amt Tax Free Mny (SCTXX)	0.2	$3.9M	-23%	3.9M	1.00	View chart
Duke Energy Corp Com New (DUK)	0.2	$3.8M		33k	115.29	View chart
Colgate-Palmolive Company (CL)	0.2	$3.8M		37k	103.81	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$3.7M	+17%	28k	135.42	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$3.5M	-6%	33k	108.63	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$3.5M	+12%	77k	45.70	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$3.5M	-19%	18k	191.30	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$3.4M	+81%	136k	25.10	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$3.4M	-6%	15k	230.57	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$3.4M	+46%	140k	24.30	View chart
Flaherty & Crumrine/Claymore Total Retur (FLC)	0.2	$3.4M	-5%	197k	17.29	View chart
Tyson Foods Cl A (TSN)	0.2	$3.4M	+5%	57k	59.57	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$3.4M	-31%	54k	63.48	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$3.4M	-35%	187k	18.04	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$3.3M	-34%	71k	46.90	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.2	$3.3M	-2%	33k	100.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.3M	-4%	16k	200.76	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$3.3M	+12%	19k	174.26	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$3.2M	+3%	58k	55.53	View chart
Clorox Company (CLX)	0.2	$3.2M	-2%	20k	162.91	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$3.2M	+113%	107k	30.05	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$3.2M	NEW	19k	166.82	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.2M	+3%	69k	45.85	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$3.2M	-2%	35k	90.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$3.1M	-22%	79k	39.49	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$3.1M	-17%	62k	49.47	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$3.1M	-2%	25k	126.20	View chart
Alamos Gold Com Cl A (AGI)	0.1	$3.1M	+358%	154k	19.94	View chart
Bristol Myers Squibb (BMY)	0.1	$3.1M	-2%	59k	51.74	View chart
Abbott Laboratories (ABT)	0.1	$3.0M	-3%	27k	114.01	View chart
ConocoPhillips (COP)	0.1	$3.0M	-2%	29k	105.27	View chart
Novo-nordisk A S Adr (NVO)	0.1	$3.0M	-63%	25k	119.08	View chart
Ford Motor Company (F)	0.1	$3.0M	+2%	285k	10.56	View chart
Wp Carey (WPC)	0.1	$3.0M	+32%	48k	63.17	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$3.0M		50k	59.58	View chart
Uber Technologies (UBER)	0.1	$2.9M	+14%	39k	75.16	View chart
J&J Snack Foods (JJSF)	0.1	$2.9M		17k	172.87	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.1	$2.9M	+57%	51k	56.61	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.1	$2.9M	-24%	93k	30.85	View chart
Amphenol Corp Cl A (APH)	0.1	$2.9M	-13%	44k	65.32	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.9M	-10%	19k	151.63	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$2.8M	-3%	147k	19.35	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$2.8M	+94%	117k	24.37	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.1	$2.8M		84k	33.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.8M	-12%	34k	83.64	View chart
Targa Res Corp (TRGP)	0.1	$2.8M	NEW	19k	148.02	View chart
Waste Management (WM)	0.1	$2.8M	-35%	13k	207.63	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$2.8M	+13%	110k	25.13	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$2.8M	+14%	224k	12.35	View chart
Metropcs Communications (TMUS)	0.1	$2.8M	+13%	13k	206.34	View chart
Global X Fds Global X Uranium (URA)	0.1	$2.8M	+62%	96k	28.61	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$2.7M	-5%	59k	46.97	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.7M		22k	121.18	View chart
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL)	0.1	$2.7M	+112%	31k	87.54	View chart
Hawkins (HWKN)	0.1	$2.7M	NEW	21k	127.48	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$2.7M		53k	50.51	View chart
DaVita (DVA)	0.1	$2.7M	+26%	16k	163.94	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$2.6M	+42%	27k	98.11	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$2.6M		28k	95.94	View chart
Kroger (KR)	0.1	$2.6M		46k	57.30	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.6M	-5%	19k	135.07	View chart
Nuveen Pfd & Income Opportun Stock (JPC)	0.1	$2.5M	-5%	310k	8.14	View chart
RadNet (RDNT)	0.1	$2.5M	NEW	36k	69.40	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$2.5M		55k	45.51	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$2.5M	-3%	88k	28.15	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$2.5M	+11%	37k	67.27	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.5M		21k	119.54	View chart
Invesco Db Us Dlr Index Tr Bearish Fd (UDN)	0.1	$2.5M	+27%	130k	18.94	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.5M	+4%	28k	88.14	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$2.5M	-20%	30k	82.93	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$2.4M	-9%	21k	117.64	View chart
Nasdaq Omx (NDAQ)	0.1	$2.4M	NEW	33k	73.02	View chart
Douglas Emmett (DEI)	0.1	$2.4M		137k	17.76	View chart
Dnp Select Income Stock (DNP)	0.1	$2.4M	-3%	240k	10.10	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$2.4M	+17%	48k	50.23	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.4M	-15%	53k	45.90	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.4M	-13%	22k	107.67	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$2.4M		38k	63.78	View chart
Southern Company (SO)	0.1	$2.4M	-8%	26k	90.17	View chart
FirstEnergy (FE)	0.1	$2.4M		53k	44.35	View chart
Morgan Stanley Com New (MS)	0.1	$2.3M		22k	104.25	View chart
Ftai Aviation SHS (FTAI)	0.1	$2.3M	NEW	17k	132.93	View chart
Nuveen Cr Strategies Income Stock (JQC)	0.1	$2.3M	-3%	391k	5.84	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$2.3M	+27%	55k	41.19	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$2.2M	+18%	80k	28.13	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$2.2M	+3%	76k	29.07	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$2.2M	NEW	46k	47.74	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$2.2M		18k	125.43	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$2.2M		37k	59.22	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$2.2M	+4%	28k	76.59	View chart
Cheniere Energy Com New (LNG)	0.1	$2.2M		12k	179.87	View chart
Applied Materials (AMAT)	0.1	$2.2M	NEW	11k	202.07	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$2.1M	+54%	43k	49.41	View chart
Invesco Actively Managed Exc S&p500 Downsid (PHDG)	0.1	$2.1M		55k	38.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.1M	-9%	40k	52.82	View chart
Zoetis Cl A (ZTS)	0.1	$2.1M	-12%	11k	195.40	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$2.1M	-19%	73k	28.41	View chart
CVS Caremark Corporation (CVS)	0.1	$2.1M	+18%	33k	62.88	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$2.0M	-4%	25k	82.54	View chart
Paccar (PCAR)	0.1	$2.0M		21k	98.70	View chart
Flaherty & Crumrine/Claymore Preferred S (FFC)	0.1	$2.0M	-3%	123k	16.41	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.0M		35k	57.53	View chart
Woodward Governor Company (WWD)	0.1	$2.0M		12k	171.51	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$2.0M	-8%	22k	89.37	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$2.0M	+2%	54k	36.80	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.9M	+182%	38k	51.03	View chart
Shopify Cl A (SHOP)	0.1	$1.9M	+19%	24k	80.12	View chart
Nextera Energy (NEE)	0.1	$1.9M	-4%	23k	84.54	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$1.9M	-3%	53k	36.18	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$1.9M	+9%	39k	49.03	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.1	$1.9M	NEW	42k	46.13	View chart
Intel Corporation (INTC)	0.1	$1.9M	+11%	81k	23.46	View chart
Enterprise Products Partners (EPD)	0.1	$1.9M		65k	29.11	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.9M	-11%	12k	153.11	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.9M	+66%	23k	80.77	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.1	$1.9M	+20%	20k	91.43	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$1.9M		35k	53.73	View chart

Past Filings by Sowell Financial Services

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

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
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

View all past filings

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