Sowell Financial Services

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

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Portfolio Holdings for Sowell Financial Services

Companies in the Sowell Financial Services portfolio as of the March 2021 quarterly 13F filing

Sowell Financial Services has 3250 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf Etf (VOO) 2.6 $75M 194k 385.28
Apple Stock (AAPL) 2.4 $69M +2% 535k 129.74
Invesco Qqq Trust Etf (QQQ) 2.1 $61M -10% 185k 331.51
Ishares Core S&p 500 Etf Etf (IVV) 2.1 $61M +9% 146k 420.68
Microsoft Corp Stock (MSFT) 1.8 $52M -2% 206k 249.73
Vanguard Total Bond Market Index Fund Etf (BND) 1.8 $51M +18% 600k 85.35
Vanguard Intermediate-term Bond Index Fund Etf (BIV) 1.7 $50M +18% 561k 89.35
Vanguard Total Stock Market Index Fund Etf (VTI) 1.6 $45M -3% 209k 216.91
Vanguard Value Index Fund Etf (VTV) 1.5 $45M 319k 139.60
Walmart Stock (WMT) 1.5 $43M +77% 305k 141.05
Vanguard Small-cap Index Fund Etf (VB) 1.1 $33M -8% 148k 221.10
Vanguard Small-cap Value Index Fund Etf (VBR) 1.1 $33M -9% 186k 175.45
Amazon Stock (AMZN) 1.1 $30M -6% 9.2k 3306.20
Proshares Ultra S&p 500 Etf (SSO) 1.0 $30M +73% 261k 114.10

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Spdr S&p 500 Etf Etf (SPY) 1.0 $28M +63% 68k 419.07
Spdr Gold Shares Etf (GLD) 0.9 $27M -9% 156k 170.06
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.9 $25M +14% 306k 82.70
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 0.8 $24M 374k 63.10
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $21M +4% 73k 289.71
Vanguard Real Estate Etf Etf (VNQ) 0.7 $21M +2% 217k 97.16
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.7 $21M +6% 398k 51.54
Verizon Communications Stock (VZ) 0.7 $21M +40% 346k 59.29
Vanguard Short-term Bond Index Fund Etf (BSV) 0.7 $20M -2% 247k 82.30
Vanguard Ftse Europe Etf Etf (VGK) 0.7 $20M +11% 295k 67.19
Ishares Silver Trust Etf (SLV) 0.7 $19M -5% 761k 25.37
Jpmorgan Chase & Co Stock (JPM) 0.7 $19M +20% 120k 160.69
Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.7 $19M -9% 170k 110.50
Vanguard Ftse All-world Ex-us Small-cap Index Fund Etf (VSS) 0.6 $19M -5% 138k 134.86
United Parcel Service Inc Cl B Stock (UPS) 0.6 $18M +10% 86k 214.78
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.6 $18M +14% 347k 52.22
Vanguard Total International Bond Etf Etf (BNDX) 0.6 $17M +17% 302k 56.99
Spdr Bloomberg Barclays High Yield Bond Etf Etf (JNK) 0.6 $17M +23% 157k 108.90
Vanguard Ftse Pacific Etf Etf (VPL) 0.6 $17M 204k 83.34
Bk Of America Corp Stock (BAC) 0.6 $17M +3% 396k 42.01
At&t Stock (T) 0.6 $17M +16% 512k 32.41
Starbucks Corp Stock (SBUX) 0.6 $17M 144k 114.74
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.6 $16M -8% 323k 50.73
Johnson & Johnson Stock (JNJ) 0.6 $16M +9% 97k 167.75
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.5 $16M +4% 296k 53.03
Vanguard Total International Stock Etf Etf (VXUS) 0.5 $16M 238k 65.31
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.5 $15M +25% 177k 87.27
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.5 $15M +6% 134k 114.64
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.5 $15M -2% 119k 128.54
Coca Cola Stock (KO) 0.5 $15M 267k 54.54
Affinity World Leaders Equity Etf Etf (WLDR) 0.5 $15M +6% 534k 27.21
Facebook Inc Cl A Stock (FB) 0.5 $14M +16% 45k 320.03
Exxon Mobil Corp Stock (XOM) 0.5 $13M +12% 218k 61.55
First Trust Enhanced Short Maturity Etf Etf (FTSM) 0.5 $13M -12% 224k 59.96
Pfizer Stock (PFE) 0.5 $13M +8% 336k 39.19
Qualcomm Stock (QCOM) 0.4 $13M +15% 93k 136.00
Ishares Russell 2000 Etf Etf (IWM) 0.4 $13M 57k 222.59
Chevron Corp Stock (CVX) 0.4 $13M +6% 116k 109.02
Ishares Russell 1000 Growth Etf Etf (IWF) 0.4 $12M -24% 47k 255.04
Abbvie Stock (ABBV) 0.4 $12M +12% 100k 116.08
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.4 $11M +22% 160k 68.98
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.4 $11M +114% 164k 65.65
Cisco Sys Stock (CSCO) 0.4 $11M 201k 52.44
Visa Inc Com Cl A Stock (V) 0.4 $10M +13% 45k 231.32
Flowers Foods Stock (FLO) 0.4 $10M +557550% 418k 24.67
Boeing Stock (BA) 0.4 $10M +6% 45k 229.82
Proshares Ultra Qqq Etf (QLD) 0.3 $10M -40% 79k 126.08
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.3 $9.9M +114% 86k 114.45
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $9.8M +40% 103k 95.77
Altria Group Stock (MO) 0.3 $9.5M +23% 193k 49.49
Ishares Core Msci Eafe Etf Etf (IEFA) 0.3 $9.4M +2% 124k 75.58
Intel Corp Stock (INTC) 0.3 $9.4M +5% 164k 57.19
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.3 $9.4M +378% 109k 86.28
X-trackers Usd High Yield Corporate Bond Etf Etf (HYLB) 0.3 $9.2M +51% 231k 40.04
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.3 $9.1M -16% 148k 61.47
Wells Fargo Stock (WFC) 0.3 $9.1M +5% 195k 46.63
Proshares Ultrashort Qqq Etf (QID) 0.3 $9.1M NEW 378k 23.98
Merck & Co Stock (MRK) 0.3 $9.0M +13% 115k 77.78
Nvidia Corporation Stock (NVDA) 0.3 $8.9M +8% 15k 580.89
Philip Morris Intl Stock (PM) 0.3 $8.6M +9% 88k 96.82
3M Stock (MMM) 0.3 $8.5M +27% 42k 202.42
Ishares Msci Eafe Growth Etf Etf (EFG) 0.3 $8.4M +22% 80k 105.52
Ishares S&p Small-cap Fund Etf (IJR) 0.3 $8.1M +18% 73k 111.97
Dow Stock (DOW) 0.3 $8.1M +2% 118k 69.04
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.3 $8.1M -38% 3.5k 2336.99
Fidelity Nasdaq Composite Index Tracking Stock Fund Etf (ONEQ) 0.3 $8.0M +897% 151k 52.87
General Mls Stock (GIS) 0.3 $8.0M +7% 125k 63.64
Metlife Stock (MET) 0.3 $7.9M +5% 118k 66.95
Home Depot Stock (HD) 0.3 $7.9M +9% 23k 337.59
Mcdonalds Corp Stock (MCD) 0.3 $7.8M +4% 33k 234.85
Ishares S&p Midcap Fund Etf (IJH) 0.3 $7.8M +115% 29k 273.44
Vanguard Mid-cap Index Fund Etf (VO) 0.3 $7.7M +8% 33k 229.86
Spdr Dow Jones Industrial Average Etf Etf (DIA) 0.3 $7.4M 22k 345.50
Mastercard Incorporated Cl A Stock (MA) 0.3 $7.3M +2% 19k 375.48
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $7.3M -8% 3.1k 2381.20
Kraft Heinz Stock (KHC) 0.2 $7.1M +22% 164k 43.12
American Tower Corp Reit (AMT) 0.2 $7.1M +159% 29k 244.03
Thermo Fisher Scientific Stock (TMO) 0.2 $6.5M +46% 14k 470.09
Unitedhealth Group Stock (UNH) 0.2 $6.5M 16k 414.93
Spdr S&p Homebuilders Etf Etf (XHB) 0.2 $6.3M +1249% 81k 78.11
Applied Matls Stock (AMAT) 0.2 $6.3M +60% 48k 131.73
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.2 $6.3M +16% 38k 167.03
Vaneck Vectors Fallen Angel High Yield Bond Etf Etf (ANGL) 0.2 $6.3M +21% 196k 32.24
Netflix Stock (NFLX) 0.2 $6.2M +36% 13k 499.56
Lowes Cos Stock (LOW) 0.2 $6.1M +19% 30k 205.93
First Trust Value Line Dividend Index Fund Etf (FVD) 0.2 $6.0M 150k 40.24
Vanguard High Dividend Yield Etf Etf (VYM) 0.2 $6.0M +43% 56k 106.83
Bristol-myers Squibb Stock (BMY) 0.2 $6.0M +14% 93k 64.45
Advisorshares Pure Us Cannabis Etf Etf (MSOS) 0.2 $5.9M +1468% 141k 41.96
Blackrock Cr Allocation Income Cef (BTZ) 0.2 $5.8M +47526% 392k 14.90
Disney Walt Stock (DIS) 0.2 $5.8M +5% 32k 181.80
Tyson Foods Inc Cl A Stock (TSN) 0.2 $5.8M +7% 74k 78.39
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $5.8M +39% 39k 150.05
Procter And Gamble Stock (PG) 0.2 $5.7M 43k 135.14
Janus Small Cap Growth Alpha Etf Etf (JSML) 0.2 $5.7M +1153% 87k 66.03
Costco Whsl Corp Stock (COST) 0.2 $5.7M -19% 15k 382.73
Tesla Stock (TSLA) 0.2 $5.6M -34% 8.5k 663.57
Flaherty & Crumrine Total Retu Cef (FLC) 0.2 $5.6M NEW 228k 24.51
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.2 $5.5M +85% 36k 155.83
Clorox Co Del Stock (CLX) 0.2 $5.4M +11% 30k 184.62
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.2 $5.4M +10% 204k 26.42
Weyerhaeuser Co Mtn Be Reit (WY) 0.2 $5.4M +4% 137k 39.22
Target Corp Stock (TGT) 0.2 $5.4M +15% 25k 212.99
First Trust Small Cap Core Alphadex Fund Etf (FYX) 0.2 $5.3M NEW 57k 93.30
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.2 $5.2M +79% 120k 43.56
Ishares Comex Gold Trust Etf (IAU) 0.2 $5.1M +24% 293k 17.30
Invesco Global Short Term High Yield Bond Etf Etf (PGHY) 0.2 $5.0M 225k 22.14
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.2 $4.9M -13% 68k 72.60
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.2 $4.9M +137% 36k 136.36
Fedex Corp Stock (FDX) 0.2 $4.8M 16k 310.93
Southwest Airls Stock (LUV) 0.2 $4.8M +126% 79k 60.69
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.2 $4.6M 44k 105.37
Janus Henderson Short Duration Income Etf Etf (VNLA) 0.2 $4.6M 91k 50.18
Amgen Stock (AMGN) 0.2 $4.5M +6% 18k 251.27
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT) 0.2 $4.5M +49% 62k 72.76
Cvs Health Corp Stock (CVS) 0.2 $4.4M +25% 53k 83.69
Humana Stock (HUM) 0.2 $4.3M +10% 9.3k 465.66
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.2 $4.3M +968% 33k 130.66
Duke Energy Corp Stock (DUK) 0.1 $4.3M +18% 43k 100.53
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.1 $4.3M +123% 89k 48.06
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.1 $4.3M -12% 84k 51.16
Kaiser Aluminum Corp Com Par $0.01 Stock (KALU) 0.1 $4.3M NEW 31k 137.60
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.1 $4.3M +15% 42k 101.93
Spdr Bloomberg Barclays Convertible Securities Etf Etf (CWB) 0.1 $4.2M -11% 51k 82.30
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $4.2M +58% 34k 123.23
Spdr Bloomberg Barclays 1-3 Month T-bill Etf Etf (BIL) 0.1 $4.0M +41% 44k 91.49
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.1 $4.0M +59% 149k 26.79
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.1 $4.0M +67% 28k 139.93
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.1 $3.9M +2% 72k 54.80
Spdr S&p Regional Banking Etf Etf (KRE) 0.1 $3.9M +11% 56k 70.64
Proshares Ultra Russell 2000 Etf (UWM) 0.1 $3.9M +11499% 35k 113.26
Goldman Sachs Group Stock (GS) 0.1 $3.9M +10% 11k 365.99
Vanguard Growth Index Fund Etf (VUG) 0.1 $3.9M +54% 14k 268.82
Citigroup Stock (C) 0.1 $3.8M -8% 50k 74.78
Ishares Exponential Technologies Etf Etf (XT) 0.1 $3.7M -10% 61k 60.73
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $3.7M -8% 27k 137.84
Ishares Msci Eafe Esg Select Etf Etf (ESGD) 0.1 $3.7M +195% 46k 79.66
Spdr Bloomberg Barclays Short Term High Yield Bond Etf Etf (SJNK) 0.1 $3.7M +42% 134k 27.36
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $3.6M +171% 47k 77.08
Caterpillar Stock (CAT) 0.1 $3.6M 15k 237.08
Lockheed Martin Corp Stock (LMT) 0.1 $3.6M +30% 9.4k 387.31
Spdr Msci Eafe Strategicfactors Etf Etf (QEFA) 0.1 $3.6M +3% 48k 75.28
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $3.6M +119% 392k 9.20
Medtronic Stock (MDT) 0.1 $3.6M +12% 28k 127.31
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.1 $3.6M +2083% 109k 32.94
Pepsico Stock (PEP) 0.1 $3.5M -17% 24k 145.55
Salesforce Stock (CRM) 0.1 $3.5M 16k 218.07
Union Pac Corp Stock (UNP) 0.1 $3.5M +13% 15k 227.19
Spdr S&p Biotech Etf Etf (XBI) 0.1 $3.5M +68% 28k 125.68
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $3.5M 8.00 435125.00
Schwab U.s. Broad Market Etf Etf (SCHB) 0.1 $3.5M +3% 34k 101.51
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $3.4M +18% 46k 75.10
Ishares U.s. Medical Devices Etf Etf (IHI) 0.1 $3.4M +6% 9.8k 347.40
Morgan Stanley Stock (MS) 0.1 $3.4M -6% 39k 86.84
Materials Select Sector Spdr Fund Etf (XLB) 0.1 $3.4M +270% 39k 87.01
Ishares Mortgage Real Estate Etf Etf (REM) 0.1 $3.3M +39152% 92k 36.40
Ishares Global 100 Etf Etf (IOO) 0.1 $3.3M +147% 48k 69.73
Unilever Adr (UL) 0.1 $3.3M +11% 56k 59.70
Abbott Labs Stock (ABT) 0.1 $3.3M +13% 28k 118.78
Ishares Msci Acwi Index Fund Etf (ACWI) 0.1 $3.3M -5% 33k 99.70
Ishares Select Dividend Etf Etf (DVY) 0.1 $3.2M +2% 26k 121.96
Iq Merger Arbitrage Etf Etf (MNA) 0.1 $3.2M +83% 96k 33.36
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.1 $3.2M -10% 63k 50.50
J & J Snack Foods Corp Stock (JJSF) 0.1 $3.1M +5% 19k 166.37
Paypal Hldgs Stock (PYPL) 0.1 $3.1M -15% 12k 252.03
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS) 0.1 $3.1M +44% 31k 99.01
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.1 $3.1M +18% 18k 176.04
Reaves Util Income Fd Com Sh Ben Int Cef (UTG) 0.1 $3.0M +4% 87k 34.78
Financial Select Sector Spdr Fund Etf (XLF) 0.1 $3.0M +9% 80k 37.58
Ishares Msci Germany Etf Etf (EWG) 0.1 $3.0M NEW 86k 34.84
T-mobile Us Stock (TMUS) 0.1 $3.0M +42% 22k 138.88
Southern Stock (SO) 0.1 $3.0M +15% 45k 66.04
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.1 $3.0M -6% 60k 49.28
Proshares Ultra Msci Emerging Markets Etf (EET) 0.1 $3.0M NEW 29k 103.48
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.1 $2.9M -36% 22k 131.69
Dollar Gen Corp Stock (DG) 0.1 $2.9M +3% 13k 218.50
Us Bancorp Del Stock (USB) 0.1 $2.9M +17% 47k 61.44
Ishares Tips Bond Etf Etf (TIP) 0.1 $2.8M +5% 22k 127.51
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.1 $2.7M 62k 44.54
Global X Fintech Thematic Etf Etf (FINX) 0.1 $2.7M +58% 62k 43.77
Ppg Inds Stock (PPG) 0.1 $2.7M +421% 15k 180.06
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.1 $2.7M +7% 86k 31.31
Keurig Dr Pepper Stock (KDP) 0.1 $2.7M +16% 73k 36.33
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $2.6M 49k 54.14
Davita Stock (DVA) 0.1 $2.6M -48% 21k 124.29
Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $2.6M +25% 25k 104.27
Amphenol Corp New Cl A Stock (APH) 0.1 $2.6M +114% 39k 66.95
Wells Fargo Adv Multi Sctr Cef (ERC) 0.1 $2.6M NEW 200k 12.89
Ishares Global Tech Etf Etf (IXN) 0.1 $2.6M 8.0k 318.37
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $2.6M +8% 6.9k 368.94
First Trust Senior Loan Fund Etf (FTSL) 0.1 $2.5M +11% 53k 47.85
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP) 0.1 $2.5M 47k 52.98
Enterprise Prods Partners Stock (EPD) 0.1 $2.5M +99% 108k 23.27
Spdr Portfolio Long Term Treasury Etf Etf (SPTL) 0.1 $2.5M -10% 62k 40.14
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.1 $2.5M +26% 60k 41.25
Flaherty & Crumrine Pfd Secs I Cef (FFC) 0.1 $2.5M +962% 106k 23.17
First Trust United Kingdom Alphadex Fund Etf (FKU) 0.1 $2.4M NEW 54k 44.50
Vaneck Vectors Gold Miners Etf Etf (GDX) 0.1 $2.4M +329% 65k 36.76
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.1 $2.4M +25% 34k 70.64
Smucker J M Stock (SJM) 0.1 $2.4M +2% 17k 137.41
Kimberly-clark Corp Stock (KMB) 0.1 $2.4M +13% 18k 136.11
Vale S A Adr (VALE) 0.1 $2.4M +10550% 109k 21.85
Ishares Phlx Sox Semiconductor Sector Index Fund Etf (SOXX) 0.1 $2.4M -3% 5.7k 416.62
Ishares Msci Eafe Etf Etf (EFA) 0.1 $2.4M +41% 30k 79.52
Waste Mgmt Inc Del Stock (WM) 0.1 $2.4M +21% 17k 141.50
Global X Nasdaq 100 Covered Call Etf Etf (QYLD) 0.1 $2.3M -19% 104k 22.33
Ishares Russell 2000 Value Etf Etf (IWN) 0.1 $2.3M +1300% 14k 165.13
Adobe Systems Incorporated Stock (ADBE) 0.1 $2.3M -10% 4.7k 483.55
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.1 $2.2M +15% 45k 50.17
Vanguard Health Care Index Fund Etf (VHT) 0.1 $2.2M -34% 9.4k 238.08
Vaneck Vectors Semiconductor Etf Etf (SMH) 0.1 $2.2M +29% 9.3k 240.26
International Business Machs Stock (IBM) 0.1 $2.2M -10% 15k 148.39
Ishares Core High Dividend Etf Etf (HDV) 0.1 $2.2M +5% 22k 98.72
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $2.1M +1828% 20k 108.92
First Trust Nasdaq Cea Cybersecurity Etf Etf (CIBR) 0.1 $2.1M +514% 50k 42.51
Ishares Mbs Etf Etf (MBB) 0.1 $2.1M +259% 20k 108.69
Invesco Emerging Markets Sovereign Debt Etf Etf (PCY) 0.1 $2.1M +2% 77k 27.50
Anheuser Busch Inbev Sa Adr (BUD) 0.1 $2.1M +11% 28k 75.01
Schwab Charles Corp Stock (SCHW) 0.1 $2.1M +5% 30k 71.50
Healthpeak Properties Reit (PEAK) 0.1 $2.1M -56% 62k 33.56
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.1 $2.1M +9% 22k 94.03
Nike Inc Cl B Stock (NKE) 0.1 $2.1M +29% 15k 133.50
Zoetis Inc Cl A Stock (ZTS) 0.1 $2.0M +10% 12k 167.50
Western Alliance Bancorp Stock (WAL) 0.1 $2.0M +3254% 19k 105.76
Kroger Stock (KR) 0.1 $2.0M +36% 54k 37.69
Cabana Target Drawdown 16 Etf Etf (TDSE) 0.1 $2.0M NEW 74k 27.55
American Wtr Wks Stock (AWK) 0.1 $2.0M +12% 13k 153.23
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $2.0M +102% 40k 50.87
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.1 $2.0M -4% 9.3k 217.30
First Tr Energy Income & Growt Cef (FEN) 0.1 $2.0M +26% 143k 14.00
Comcast Corp New Cl A Stock (CMCSA) 0.1 $2.0M +2% 35k 56.99
Raytheon Technologies Corp Stock (RTX) 0.1 $2.0M +5% 24k 84.70
Ishares U.s. Real Estate Etf Etf (IYR) 0.1 $2.0M 21k 97.25
Ishares Msci Emerging Markets Small-cap Etf Etf (EEMS) 0.1 $2.0M +4% 33k 59.90
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.1 $2.0M -21% 32k 61.43
Bluelinx Hldgs Stock (BXC) 0.1 $1.9M NEW 34k 57.68

Past Filings by Sowell Financial Services

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