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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, MSFT, QQQ, IVV, SPY, and represent 13.36% of Sowell Financial Services's stock portfolio.
Added to shares of these 10 stocks: RAYD (+$19M), JBBB (+$8.0M), IWP (+$7.9M), CLOZ (+$7.8M), SPLG (+$7.3M), LLY (+$5.6M), IVV, SPOT, BUFR, SPLV.
Started 536 new stock positions in JLL, PKG, OUNZ, CBOE, GMF, WPM, TT, TRV, GGB, URI.
Reduced shares in these 10 stocks: IWF (-$14M), QEFA (-$8.0M), RSP (-$7.1M), NVDA (-$6.9M), IWS (-$5.5M), IWN, PLXS, , , TPSC.
Sold out of its positions in ARKK, ALSN, IPAY, ABR, ADM, CALM, CVE, RSEE, DNP, TECL.
Sowell Financial Services was a net buyer of stock by $348M.
Sowell Financial Services has $2.2B in assets under management (AUM), dropping by 15.56%.
Central Index Key (CIK): 0001633697

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Portfolio Holdings for Sowell Financial Services

Sowell Financial Services holds 1007 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Sowell Financial Services has 1007 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.0	$89M		400k	222.13	View chart
Microsoft Corporation (MSFT)	2.6	$58M		154k	375.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$55M		118k	468.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$49M	+10%	87k	561.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$43M	+9%	77k	559.39	View chart
NVIDIA Corporation (NVDA)	1.9	$42M	-14%	391k	108.38	View chart
Amazon (AMZN)	1.9	$42M		219k	190.26	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.4	$30M	+12%	588k	50.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$30M		56k	532.58	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$28M		166k	170.89	View chart
Two Rds Shared Tr Affinity World (WLDR)	1.1	$25M	+12%	861k	28.92	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.1	$24M	+14%	263k	92.47	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$21M	+14%	208k	98.92	View chart
Costco Wholesale Corporation (COST)	0.9	$20M		21k	945.80	View chart
Advisors Inner Circle Fd Iii Rayliant Quantit (RAYD)	0.9	$19M	NEW	591k	32.47	View chart
JPMorgan Chase & Co. (JPM)	0.8	$18M		74k	245.30	View chart
Mastercard Incorporated Cl A (MA)	0.8	$18M	-4%	33k	548.11	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.8	$17M	+13%	853k	19.82	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$16M	+2%	215k	75.65	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.7	$16M	+11%	154k	100.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$15M	+10%	98k	154.64	View chart
Exxon Mobil Corporation (XOM)	0.7	$15M		124k	118.93	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.7	$15M	+35%	195k	74.72	View chart
Meta Platforms Cl A (META)	0.7	$14M	+14%	25k	576.37	View chart
Visa Com Cl A (V)	0.6	$14M	-5%	39k	350.46	View chart
Abbvie (ABBV)	0.6	$13M	+8%	64k	209.52	View chart
Broadcom (AVGO)	0.6	$13M	+2%	79k	167.43	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$13M		219k	58.96	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$13M		73k	172.74	View chart
Wal-Mart Stores (WMT)	0.6	$13M	-3%	144k	87.79	View chart
Chevron Corporation (CVX)	0.6	$13M	-6%	75k	167.29	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$12M	+148%	187k	65.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$12M	-12%	32k	370.82	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$11M	+7%	53k	211.47	View chart
Coca-Cola Company (KO)	0.5	$11M	+8%	155k	71.62	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.5	$11M	+11%	401k	26.63	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$11M	-5%	117k	91.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$11M	+14%	21k	513.90	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$10M	+3%	111k	93.66	View chart
Bank of America Corporation (BAC)	0.5	$10M		245k	41.73	View chart
International Business Machines (IBM)	0.5	$10M	+27%	41k	248.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$9.9M	-6%	63k	156.23	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$9.8M		105k	93.45	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$9.8M	-58%	27k	361.09	View chart
Johnson & Johnson (JNJ)	0.4	$9.8M		59k	165.84	View chart
Netflix (NFLX)	0.4	$9.8M	-8%	11k	932.50	View chart
Oneok (OKE)	0.4	$9.1M		92k	99.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$8.8M	-3%	44k	199.49	View chart
Starbucks Corporation (SBUX)	0.4	$8.7M	-3%	89k	98.09	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$8.6M	-6%	42k	206.48	View chart
Tesla Motors (TSLA)	0.4	$8.5M	+10%	33k	259.16	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$8.3M		137k	60.48	View chart
United Parcel Service CL B (UPS)	0.4	$8.2M	+11%	74k	109.99	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	0.4	$8.0M	+18%	176k	45.76	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.4	$8.0M	NEW	164k	48.67	View chart
Wells Fargo & Company (WFC)	0.4	$8.0M		111k	71.79	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$7.9M	NEW	68k	117.49	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.4	$7.8M	NEW	295k	26.57	View chart
Philip Morris International (PM)	0.4	$7.8M	+7%	49k	158.73	View chart
McDonald's Corporation (MCD)	0.3	$7.5M		24k	312.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$7.5M	+23%	29k	258.62	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$7.4M	-2%	18k	419.89	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.3	$7.1M		661k	10.72	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$7.0M		131k	53.97	View chart
At&t (T)	0.3	$6.9M	-4%	244k	28.28	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$6.8M	+7%	83k	81.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$6.7M	-7%	91k	73.45	View chart
Merck & Co (MRK)	0.3	$6.5M	+12%	72k	89.76	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$6.5M	+12%	130k	49.81	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$6.3M	+2%	124k	50.63	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$6.2M	-3%	334k	18.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$6.1M	+2%	59k	104.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$6.0M	-21%	21k	288.14	View chart
UnitedHealth (UNH)	0.3	$6.0M	+4%	12k	523.75	View chart
Cisco Systems (CSCO)	0.3	$6.0M		97k	61.71	View chart
Altria (MO)	0.3	$6.0M		100k	60.02	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$6.0M		105k	57.14	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$5.9M	-18%	32k	188.16	View chart
Metropcs Communications (TMUS)	0.3	$5.9M	+34%	22k	266.71	View chart
3M Company (MMM)	0.3	$5.9M		40k	146.86	View chart
Verizon Communications (VZ)	0.3	$5.8M		127k	45.36	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$5.8M	+9%	80k	71.97	View chart
Qualcomm (QCOM)	0.3	$5.7M	+10%	37k	153.61	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$5.7M	-6%	29k	193.99	View chart
Walt Disney Company (DIS)	0.3	$5.6M	+6%	57k	98.70	View chart
Eli Lilly & Co. (LLY)	0.3	$5.6M	NEW	6.8k	825.87	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$5.4M	+2%	140k	38.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$5.3M	-3%	19k	274.84	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$5.3M		161k	32.99	View chart
Procter & Gamble Company (PG)	0.2	$5.3M	+8%	31k	170.42	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$5.3M	+3%	36k	146.01	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$5.2M	+26%	82k	64.08	View chart
Palantir Technologies Cl A (PLTR)	0.2	$5.2M	+11%	62k	84.40	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$5.2M	-14%	27k	193.02	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$5.2M		123k	42.06	View chart
Home Depot (HD)	0.2	$5.1M	+2%	14k	366.50	View chart
Boeing Company (BA)	0.2	$5.0M	+4%	30k	170.55	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$5.0M	+3%	51k	97.48	View chart
Pepsi (PEP)	0.2	$4.9M	+2%	33k	149.94	View chart
Ishares Tr Ultra Short-term (ICSH)	0.2	$4.9M	-5%	97k	50.70	View chart
Caterpillar (CAT)	0.2	$4.9M	+20%	15k	329.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$4.7M	+516%	159k	29.69	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$4.6M	-3%	51k	91.03	View chart
Spotify Technology S A SHS (SPOT)	0.2	$4.6M	NEW	8.4k	550.03	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$4.6M	+3%	181k	25.15	View chart
Pfizer (PFE)	0.2	$4.5M		178k	25.34	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$4.5M	+2%	186k	24.21	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$4.4M	+4%	14k	317.64	View chart
MetLife (MET)	0.2	$4.3M		54k	80.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$4.3M	+2%	46k	92.83	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$4.3M		186k	22.99	View chart
Boston Scientific Corporation (BSX)	0.2	$4.2M	+108%	42k	100.88	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$4.2M	-15%	93k	45.65	View chart
Kraft Heinz (KHC)	0.2	$4.2M	-5%	139k	30.43	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$4.2M	+61%	130k	32.51	View chart
Uber Technologies (UBER)	0.2	$4.1M	+55%	56k	72.86	View chart
Listed Fd Tr Alexis Practical (LEXI)	0.2	$4.1M		139k	29.29	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$4.0M	+6%	167k	24.18	View chart
Duke Energy Corp Com New (DUK)	0.2	$4.0M		33k	121.97	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.2	$3.9M	+8%	128k	30.82	View chart
Tyson Foods Cl A (TSN)	0.2	$3.8M		60k	63.81	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$3.8M		137k	27.77	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$3.8M	+61%	83k	45.65	View chart
General Mills (GIS)	0.2	$3.8M	+2%	63k	59.79	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$3.8M		35k	108.69	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$3.7M	+6%	30k	124.50	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$3.7M	+6%	146k	25.26	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$3.7M	+36%	40k	92.79	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$3.7M	+3%	31k	118.13	View chart
Dow (DOW)	0.2	$3.6M	+2%	104k	34.92	View chart
Amphenol Corp Cl A (APH)	0.2	$3.6M	+18%	55k	65.59	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$3.6M	+6%	22k	166.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$3.6M	-3%	61k	58.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$3.6M	+9%	28k	128.96	View chart
Cardinal Health (CAH)	0.2	$3.5M	NEW	26k	137.77	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$3.5M	+4%	152k	23.13	View chart
Flaherty & Crumrine/Claymore Total Retur (FLC)	0.2	$3.5M		208k	16.78	View chart
Palo Alto Networks (PANW)	0.2	$3.4M	+9%	20k	170.64	View chart
Bristol Myers Squibb (BMY)	0.2	$3.4M	-2%	55k	60.99	View chart
Alamos Gold Com Cl A (AGI)	0.2	$3.4M	+83%	126k	26.74	View chart
Ford Motor Company (F)	0.2	$3.3M	+11%	331k	10.03	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$3.3M	-10%	46k	71.80	View chart
Amgen (AMGN)	0.1	$3.2M	-9%	10k	311.56	View chart
Kroger (KR)	0.1	$3.2M		48k	67.69	View chart
Royal Caribbean Cruises (RCL)	0.1	$3.2M		16k	205.44	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$3.2M	+3%	25k	131.07	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.2M	-5%	39k	81.73	View chart
Clorox Company (CLX)	0.1	$3.2M	+2%	22k	147.25	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$3.2M		156k	20.29	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$3.2M	+33%	32k	100.18	View chart
Abbott Laboratories (ABT)	0.1	$3.2M	-25%	24k	132.65	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$3.1M		114k	27.39	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.1M		71k	43.70	View chart
Cheniere Energy Com New (LNG)	0.1	$3.1M	+8%	13k	231.40	View chart
Goldman Sachs (GS)	0.1	$3.1M	NEW	5.6k	546.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.0M	+24%	106k	27.96	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$3.0M	-3%	17k	173.56	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.1	$3.0M	+157%	78k	37.73	View chart
Texas Pacific Land Corp (TPL)	0.1	$2.9M	NEW	2.2k	1325.18	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$2.9M		15k	190.58	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.9M	NEW	11k	255.53	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$2.8M	+41%	32k	88.99	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.8M	-13%	128k	22.08	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$2.8M	+10%	69k	40.76	View chart
Nextera Energy (NEE)	0.1	$2.8M	+33%	39k	70.89	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.8M	NEW	5.6k	497.64	View chart
Markel Corporation (MKL)	0.1	$2.8M	NEW	1.5k	1869.61	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.7M		20k	134.29	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.7M	NEW	5.0k	533.43	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$2.7M	-11%	87k	30.99	View chart
Invesco Actively Managed Exc S&p500 Downsid (PHDG)	0.1	$2.7M	+2%	74k	36.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.7M	-72%	15k	173.23	View chart
Oracle Corporation (ORCL)	0.1	$2.6M	-26%	19k	139.81	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$2.6M		52k	50.33	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.6M	NEW	8.5k	308.88	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$2.6M		40k	65.17	View chart
Morgan Stanley Com New (MS)	0.1	$2.6M	+11%	22k	116.67	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.1	$2.6M		138k	18.87	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.1	$2.6M	-9%	46k	56.85	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$2.6M	-33%	28k	91.73	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.6M		30k	85.07	View chart
Enterprise Products Partners (EPD)	0.1	$2.6M		75k	34.14	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$2.5M		28k	90.67	View chart
Fox Corp Cl A Com (FOXA)	0.1	$2.5M	NEW	44k	56.60	View chart
salesforce (CRM)	0.1	$2.5M	NEW	9.3k	268.37	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$2.5M		133k	18.85	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$2.5M	+4%	45k	55.61	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$2.5M	+6%	49k	51.05	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.5M	+17%	54k	46.02	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.5M	+5%	13k	197.47	View chart
Public Storage (PSA)	0.1	$2.4M	NEW	8.2k	299.29	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$2.4M	+4%	94k	25.54	View chart
Honeywell International (HON)	0.1	$2.4M	+12%	11k	211.75	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.4M	NEW	3.00	798441.67	View chart
FirstEnergy (FE)	0.1	$2.4M	+2%	59k	40.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.4M	-11%	47k	50.83	View chart
Nike CL B (NKE)	0.1	$2.4M	+5%	37k	63.48	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$2.4M	+5%	29k	82.78	View chart
Intl Gnrl Insurance Hldngs L SHS (IGIC)	0.1	$2.4M	-4%	90k	26.31	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$2.3M		89k	26.46	View chart
ConocoPhillips (COP)	0.1	$2.3M	-6%	22k	105.02	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$2.3M		117k	19.87	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$2.3M		19k	120.93	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$2.3M	+2%	42k	54.76	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$2.3M		19k	121.12	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$2.3M	-2%	44k	51.78	View chart
Kinder Morgan (KMI)	0.1	$2.3M		80k	28.53	View chart
Woodward Governor Company (WWD)	0.1	$2.3M	+7%	13k	182.49	View chart
Intuitive Surgical Com New (ISRG)	0.1	$2.3M	NEW	4.6k	495.30	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.3M	+25%	29k	78.94	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$2.3M	+3%	25k	88.88	View chart
McKesson Corporation (MCK)	0.1	$2.2M	NEW	3.3k	672.96	View chart
American Express Company (AXP)	0.1	$2.2M	NEW	8.3k	269.04	View chart
Hershey Company (HSY)	0.1	$2.2M	+25%	13k	171.03	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.1	$2.2M	+3%	76k	29.28	View chart
Darden Restaurants (DRI)	0.1	$2.2M	NEW	11k	207.75	View chart
Lowe's Companies (LOW)	0.1	$2.2M	NEW	9.4k	233.24	View chart
Wyndham Hotels And Resorts (WH)	0.1	$2.2M	NEW	24k	90.51	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.1	$2.2M		400k	5.38	View chart
Waste Management (WM)	0.1	$2.1M	NEW	9.2k	231.52	View chart
Axon Enterprise (AXON)	0.1	$2.1M	NEW	4.0k	525.95	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.1M	-33%	15k	140.44	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.1M	NEW	4.7k	446.71	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$2.1M		44k	47.52	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$2.1M		70k	29.82	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$2.1M	NEW	36k	57.43	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.1M	-9%	35k	58.94	View chart
Douglas Emmett (DEI)	0.1	$2.1M		130k	16.00	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.1M	-9%	16k	132.46	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.1	$2.1M	+12%	82k	25.16	View chart
Southern Company (SO)	0.1	$2.0M	-26%	22k	91.95	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$2.0M	NEW	9.2k	222.15	View chart
Flaherty & Crumrine/Claymore Preferred S (FFC)	0.1	$2.0M		128k	15.93	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.0M		39k	52.37	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$2.0M		26k	76.62	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.0M	NEW	11k	188.17	View chart
Advanced Micro Devices (AMD)	0.1	$2.0M	-10%	20k	102.74	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$2.0M	-19%	252k	7.96	View chart
Automatic Data Processing (ADP)	0.1	$2.0M	NEW	6.6k	305.52	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.0M	+11%	17k	115.95	View chart
J&J Snack Foods (JJSF)	0.1	$2.0M	-5%	15k	131.72	View chart
Phibro Animal Health Corp Cl A Com (PAHC)	0.1	$2.0M	NEW	93k	21.36	View chart
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP)	0.1	$2.0M	+2%	76k	25.96	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$2.0M		24k	81.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$1.9M		39k	49.89	View chart
United Rentals (URI)	0.1	$1.9M	NEW	3.1k	626.65	View chart
Unum (UNM)	0.1	$1.9M	-5%	24k	81.46	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$1.9M	+2%	39k	48.82	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$1.9M		38k	49.15	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$1.9M		58k	32.54	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 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
Sowell Financial Services 2021 Q3 filed Nov. 4, 2021
Sowell Financial Services 2021 Q2 filed Aug. 5, 2021

View all past filings

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