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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, QQQ, NVDA, SPY, IVV, and represent 13.67% of Sowell Financial Services's stock portfolio.
Added to shares of these 10 stocks: IWF (+$11M), VUG (+$7.7M), VO (+$7.6M), KLAC (+$6.2M), GCOR (+$5.4M), VTV (+$5.4M), WLDR (+$5.1M), XLF (+$5.1M), HYGH, GSUS.
Started 122 new stock positions in ENVX, VTWV, GARP, ESS, BB, AGX, VONV, TRV, ONDS, GSST.
Reduced shares in these 10 stocks: , BSCT (-$6.1M), IVV (-$5.9M), JAAA, IAU, NLR, SLV, FTGC, XIJN, IWO.
Sold out of its positions in EDGI, EDGH, MFIC, BJ, BKR, VXX, BBDC, TCPC, BEPC, BLDR.
Sowell Financial Services was a net buyer of stock by $84M.
Sowell Financial Services has $3.1B in assets under management (AUM), dropping by 13.17%.
Central Index Key (CIK): 0001633697

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Portfolio Holdings for Sowell Financial Services

Sowell Financial Services holds 1162 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Sowell Financial Services has 1162 total positions. Only the first 250 positions are shown.

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Download the Sowell Financial Services June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.0	$122M		421k	289.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$90M		122k	736.40	View chart
NVIDIA Corporation (NVDA)	2.7	$83M	+2%	413k	200.09	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.1	$65M	-2%	86k	746.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$60M	-9%	80k	748.89	View chart
Microsoft Corporation (MSFT)	1.9	$57M		152k	373.02	View chart
Two Rds Shared Tr Affinity World (WLDR)	1.8	$55M	+10%	1.2M	46.47	View chart
Amazon (AMZN)	1.7	$53M		223k	238.34	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$39M		178k	219.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$36M		100k	357.37	View chart
Advisors Inner Circle Fd Iii Rayliant Wilshir (RWLC)	1.1	$34M	+12%	910k	37.48	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.1	$34M	+13%	51k	655.89	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.0	$31M	-13%	623k	50.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$31M	+2%	61k	500.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$26M		75k	353.33	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.8	$25M		1.2M	20.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$25M	+2%	248k	98.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$24M		246k	96.58	View chart
JPMorgan Chase & Co. (JPM)	0.8	$23M	+3%	71k	327.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$23M	+30%	105k	217.93	View chart
Meta Platforms Cl A (META)	0.7	$21M	+10%	37k	563.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$20M	+8%	29k	686.81	View chart
Broadcom (AVGO)	0.6	$19M	-2%	51k	377.75	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$19M	+3%	217k	87.88	View chart
Caterpillar (CAT)	0.6	$19M	-6%	18k	1064.88	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$18M		353k	50.57	View chart
Costco Wholesale Corporation (COST)	0.6	$18M		19k	935.48	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.6	$18M		892k	19.70	View chart
Micron Technology (MU)	0.6	$17M	-6%	15k	1154.25	View chart
Mastercard Incorporated Cl A (MA)	0.5	$17M	-3%	33k	513.60	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.5	$16M	+49%	400k	41.16	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$16M		83k	190.52	View chart
Wal-Mart Stores (WMT)	0.5	$15M	-3%	134k	113.26	View chart
Visa Com Cl A (V)	0.5	$15M	+3%	43k	343.09	View chart
Johnson & Johnson (JNJ)	0.5	$15M	-4%	57k	253.97	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$14M		126k	112.88	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$14M	+5%	139k	100.67	View chart
Cisco Systems (CSCO)	0.5	$14M		119k	117.46	View chart
Tesla Motors (TSLA)	0.5	$14M	-8%	33k	420.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$13M	+361%	108k	124.17	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$13M		44k	302.97	View chart
Advanced Micro Devices (AMD)	0.4	$13M	-2%	23k	580.91	View chart
Bank of America Corporation (BAC)	0.4	$13M	-4%	227k	56.98	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.4	$12M	+7%	426k	28.86	View chart
Chevron Corporation (CVX)	0.4	$12M		73k	165.76	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$12M	+2%	233k	51.69	View chart
Coca-Cola Company (KO)	0.4	$12M		144k	81.27	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$11M		139k	81.94	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$11M		137k	82.84	View chart
Abbvie (ABBV)	0.4	$11M		44k	251.64	View chart
International Business Machines (IBM)	0.4	$11M	+4%	39k	281.21	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$11M	+90%	200k	53.61	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$11M	+255%	124k	86.14	View chart
Dell Technologies CL C (DELL)	0.3	$10M		24k	431.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$10M	+3%	34k	300.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$10M	+317%	125k	80.57	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$9.9M		16k	640.76	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	0.3	$9.9M		193k	51.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$9.8M	+11%	27k	370.04	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.3	$9.7M	+95%	94k	103.10	View chart
Merck & Co (MRK)	0.3	$9.6M		75k	128.50	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$9.6M		20k	477.56	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$9.6M	+10%	68k	141.89	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$9.5M	-4%	99k	96.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$9.4M	+19%	39k	242.43	View chart
Oneok (OKE)	0.3	$9.4M		108k	86.94	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.3	$9.3M	+24%	185k	50.11	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$9.2M	+31%	72k	127.81	View chart
Eli Lilly & Co. (LLY)	0.3	$9.1M	+10%	7.6k	1199.37	View chart
Palantir Technologies Cl A (PLTR)	0.3	$9.0M		78k	116.67	View chart
Starbucks Corporation (SBUX)	0.3	$8.8M		86k	102.19	View chart
Uber Technologies (UBER)	0.3	$8.7M	+9%	121k	72.16	View chart
Morgan Stanley Com New (MS)	0.3	$8.6M		41k	209.04	View chart
Lam Research Corp Com New (LRCX)	0.3	$8.5M		20k	433.33	View chart
Wells Fargo & Company (WFC)	0.3	$8.5M		103k	82.64	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$8.5M	-3%	16k	522.38	View chart
United Parcel Svcs CL B (UPS)	0.3	$8.5M		79k	107.50	View chart
Amphenol Corp Cl A (APH)	0.3	$8.0M	-2%	45k	176.32	View chart
Philip Morris International (PM)	0.3	$7.8M	-2%	43k	180.91	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$7.8M	-6%	47k	164.60	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.3	$7.8M	+6%	762k	10.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$7.7M	+6%	93k	82.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$7.6M	-2%	32k	236.62	View chart
Goldman Sachs Etf Tr Marketbeta Russ (GGUS)	0.2	$7.6M	+83%	111k	68.25	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$7.6M	+8%	73k	103.88	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$7.5M		103k	73.41	View chart
Howard Hughes Holdings (HHH)	0.2	$7.5M	+3%	105k	71.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$7.4M	-3%	50k	148.31	View chart
Goldman Sachs Etf Tr Marketbeta Intl (GSID)	0.2	$7.3M	+74%	97k	75.14	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$7.2M		378k	19.12	View chart
Verizon Communications (VZ)	0.2	$7.2M	+2%	171k	42.34	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$7.2M	-7%	53k	136.68	View chart
Altria (MO)	0.2	$7.0M		98k	71.95	View chart
Boeing Company (BA)	0.2	$7.0M	+2%	32k	216.47	View chart
Kla Corp Com New (KLAC)	0.2	$7.0M	+743%	23k	301.71	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$7.0M	+2%	39k	178.60	View chart
Applied Materials (AMAT)	0.2	$6.9M	-19%	9.5k	722.96	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$6.8M	-2%	154k	44.36	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$6.8M	+5%	49k	137.53	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$6.8M	-41%	90k	75.51	View chart
McDonald's Corporation (MCD)	0.2	$6.8M	+3%	25k	270.31	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$6.7M		64k	104.93	View chart
3M Company (MMM)	0.2	$6.6M	+2%	41k	161.91	View chart
Home Depot (HD)	0.2	$6.5M	-7%	18k	352.68	View chart
Air Products & Chemicals (APD)	0.2	$6.4M	-2%	22k	293.18	View chart
Marvell Technology (MRVL)	0.2	$6.4M	-5%	22k	297.89	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$6.4M		152k	42.21	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$6.4M		74k	86.42	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$6.3M	+43%	119k	52.76	View chart
Goldman Sachs (GS)	0.2	$6.3M		6.2k	1011.31	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$6.1M	-4%	89k	68.41	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$6.1M		163k	37.26	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$5.9M		14k	426.38	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$5.9M	+17%	17k	342.84	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$5.9M	+6%	33k	176.65	View chart
Ford Motor Company (F)	0.2	$5.8M	+2%	415k	13.90	View chart
Ge Vernova (GEV)	0.2	$5.7M	+11%	4.9k	1174.76	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$5.7M	-2%	113k	50.58	View chart
Listed Fds Tr Alexis Practical (LEXI)	0.2	$5.7M		139k	40.66	View chart
Procter & Gamble Company (PG)	0.2	$5.6M	-2%	38k	146.64	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.2	$5.5M	+12%	116k	47.69	View chart
Advisors Inner Circle Fd Iii Rayliant Wilshir (RWEM)	0.2	$5.5M	+71%	151k	36.38	View chart
Palo Alto Networks (PANW)	0.2	$5.5M	+2%	16k	341.01	View chart
Qualcomm (QCOM)	0.2	$5.4M	-11%	29k	184.79	View chart
Pepsi (PEP)	0.2	$5.4M	-5%	40k	135.40	View chart
Valero Energy Corporation (VLO)	0.2	$5.3M	+97%	20k	260.44	View chart
Woodward Governor Company (WWD)	0.2	$5.3M		13k	425.43	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.2	$5.3M	-33%	154k	34.13	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$5.2M	+16%	122k	42.59	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$5.1M		209k	24.23	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.2	$5.0M	+74%	110k	45.91	View chart
Spdr Series Trust State Street Spd (SJNK)	0.2	$5.0M	+16%	200k	25.03	View chart
Silver Spike Investment Corp (LIEN)	0.2	$5.0M	+3%	511k	9.77	View chart
Ge Aerospace Com New (GE)	0.2	$4.9M		13k	373.74	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$4.9M	+19%	154k	31.71	View chart
Netflix (NFLX)	0.2	$4.8M		68k	71.40	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$4.8M	-15%	162k	29.43	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$4.8M	-9%	30k	158.66	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.2	$4.7M	NEW	55k	86.61	View chart
Intel Corporation (INTC)	0.2	$4.7M	-15%	34k	139.63	View chart
American Express Company (AXP)	0.2	$4.7M		14k	338.24	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$4.6M		182k	25.25	View chart
Axon Enterprise (AXON)	0.1	$4.6M	+7%	8.1k	560.61	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$4.5M		14k	334.69	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$4.5M		80k	56.48	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$4.5M		186k	24.22	View chart
Pfizer (PFE)	0.1	$4.5M	+3%	186k	24.08	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$4.5M		193k	23.16	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.4M		23k	189.73	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$4.4M		27k	163.58	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$4.3M		92k	47.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$4.3M	-6%	28k	158.03	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$4.3M		57k	75.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$4.3M	+18%	60k	71.25	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.1	$4.3M	+16%	85k	50.35	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.3M	+2%	5.6k	763.11	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$4.3M	+4%	39k	109.07	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$4.3M	+2%	19k	227.06	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$4.2M		104k	40.64	View chart
Realty Income (O)	0.1	$4.2M	+53%	68k	61.96	View chart
At&t (T)	0.1	$4.2M	+5%	202k	20.70	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.1	$4.2M		158k	26.42	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$4.2M	+2%	183k	22.78	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$4.2M	-47%	78k	53.47	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$4.1M	-11%	22k	185.23	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$4.0M	+84%	17k	242.42	View chart
MetLife (MET)	0.1	$4.0M	-3%	48k	84.61	View chart
Walt Disney Company (DIS)	0.1	$4.0M	-6%	42k	96.25	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$4.0M	-2%	105k	38.06	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$4.0M		5.6k	703.30	View chart
Spdr Series Trust State Street Spd (FLRN)	0.1	$3.9M		128k	30.85	View chart
Bristol Myers Squibb (BMY)	0.1	$3.9M		68k	57.62	View chart
Amgen (AMGN)	0.1	$3.9M	-4%	11k	362.11	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$3.9M	+5%	81k	47.75	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.9M	-6%	31k	126.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$3.8M		50k	77.11	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$3.8M	+8%	76k	50.39	View chart
Tyson Foods Cl A (TSN)	0.1	$3.8M	+2%	67k	57.25	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$3.8M	+11%	38k	100.16	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$3.8M	+31%	47k	81.00	View chart
Royal Caribbean Cruises (RCL)	0.1	$3.8M		12k	317.54	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$3.8M	+12%	74k	51.05	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.7M	+9%	34k	110.32	View chart
CVS Caremark Corporation (CVS)	0.1	$3.7M		36k	103.45	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$3.7M		65k	57.67	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$3.7M		49k	75.89	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.7M	+454%	62k	59.73	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.1	$3.7M		72k	51.44	View chart
Goldman Sachs Etf Tr Marketbeta Russ (GVUS)	0.1	$3.7M	+77%	59k	62.27	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$3.7M	-4%	134k	27.33	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$3.6M	-16%	38k	96.76	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.1	$3.6M	+80%	74k	48.85	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.5M	+4%	6.9k	509.46	View chart
Flaherty & Crumrine/Claymore Total Retur (FLC)	0.1	$3.5M		205k	16.90	View chart
Nebius Group Shs Class A (NBIS)	0.1	$3.4M	-4%	12k	276.17	View chart
Allstate Corporation (ALL)	0.1	$3.4M		14k	237.93	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$3.4M	-10%	154k	22.09	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$3.4M	+348%	38k	87.91	View chart
Jabil Circuit (JBL)	0.1	$3.4M	+5%	8.8k	385.48	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$3.4M	+6%	132k	25.52	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$3.4M	+23%	128k	26.23	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$3.3M	+15%	57k	58.98	View chart
Universal Insurance Holdings (UVE)	0.1	$3.3M	+5%	81k	41.36	View chart
FirstEnergy (FE)	0.1	$3.3M		70k	47.54	View chart
Phillips 66 (PSX)	0.1	$3.3M	+82%	19k	169.05	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.1	$3.2M	-11%	95k	33.54	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$3.2M		70k	45.49	View chart
Global X Fds Global X Uranium (URA)	0.1	$3.2M	+724%	72k	43.70	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$3.1M	+4%	33k	95.09	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$3.1M	-12%	58k	53.09	View chart
Kroger (KR)	0.1	$3.1M		56k	55.53	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$3.1M		91k	33.88	View chart
Frequency Electronics (FEIM)	0.1	$3.1M	-7%	46k	66.35	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$3.1M	+693%	26k	119.52	View chart
United Rentals (URI)	0.1	$3.0M	+3%	2.7k	1133.04	View chart
Tapestry (TPR)	0.1	$3.0M	+21%	21k	146.38	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$3.0M		19k	156.95	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$3.0M	NEW	116k	25.94	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$3.0M	-13%	57k	53.11	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	0.1	$3.0M	NEW	84k	35.62	View chart
Public Storage (PSA)	0.1	$3.0M	+2%	9.4k	318.31	View chart
Delta Air Lines Com New (DAL)	0.1	$3.0M		32k	93.66	View chart
Hershey Company (HSY)	0.1	$2.9M	+13%	17k	175.45	View chart
Entergy Corporation (ETR)	0.1	$2.9M	+6%	26k	114.86	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$2.9M	-15%	30k	96.56	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$2.9M	-4%	134k	21.84	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$2.9M	+28%	267k	10.90	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$2.9M	-16%	43k	67.38	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.9M	+15%	55k	52.41	View chart
General Mills (GIS)	0.1	$2.9M	+6%	83k	34.80	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$2.9M		18k	159.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.9M		14k	212.77	View chart
Technipfmc (FTI)	0.1	$2.9M		43k	66.30	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.1	$2.9M	+6%	53k	53.59	View chart
Lowe's Companies (LOW)	0.1	$2.8M		13k	220.49	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.8M	+6%	35k	82.27	View chart
Spdr Series Trust State Street Spd (KRE)	0.1	$2.8M	+541%	38k	74.85	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$2.8M	-3%	48k	58.92	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.8M	+6%	18k	156.30	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$2.8M	+6%	73k	38.23	View chart
Enterprise Products Partners (EPD)	0.1	$2.8M	-3%	75k	36.76	View chart
Prologis (PLD)	0.1	$2.7M		20k	135.47	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$2.7M	+9%	23k	117.28	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$2.7M	+57%	73k	37.02	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$2.7M	-2%	25k	107.82	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$2.7M		45k	60.29	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$2.7M		29k	91.64	View chart
Capital One Financial (COF)	0.1	$2.6M	+4%	13k	200.62	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$2.6M	+3%	120k	21.80	View chart
Bel Fuse CL B (BELFB)	0.1	$2.6M	+8%	7.8k	333.04	View chart

Past Filings by Sowell Financial Services

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

Sowell Financial Services 2026 Q2 filed July 20, 2026
Sowell Financial Services 2026 Q1 filed April 20, 2026
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

View all past filings

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