Sowell Financial Services
Latest statistics and disclosures from Sowell Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, WMT, QQQ, MSFT, and represent 16.22% of Sowell Financial Services's stock portfolio.
- Added to shares of these 10 stocks: FLOT (+$29M), WMT (+$24M), AAPL (+$21M), VCSH (+$18M), QQQ (+$16M), AGG (+$14M), IVV (+$14M), VUG (+$12M), SCHD (+$12M), QUAL (+$8.4M).
- Started 107 new stock positions in GBIL, GSIE, SUSB, TFLO, AXL, RYLD, BUFG, XYLD, PLTR, FIXD.
- Reduced shares in these 10 stocks: VOO (-$5.8M), HUM, BRK.A, ELF, NFLX, JAAA, TNK, VTI, AVGO, TMO.
- Sold out of its positions in AFL, ANIP, ARKK, SIVR, ADTN, ATVI, ADBE, AVK, ABNB, APD.
- Sowell Financial Services was a net buyer of stock by $442M.
- Sowell Financial Services has $1.8B in assets under management (AUM), dropping by 38.42%.
- Central Index Key (CIK): 0001633697
Tip: Access up to 7 years of quarterly data
Positions held by Sowell Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Sowell Financial Services
Sowell Financial Services holds 550 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Sowell Financial Services has 550 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Sowell Financial Services June 30, 2023 positions
- Download the Sowell Financial Services June 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.6 | $82M | +33% | 422k | 193.97 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.5 | $62M | +28% | 140k | 445.71 |
|
| Wal-Mart Stores (WMT) | 3.2 | $57M | +74% | 360k | 157.18 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.6 | $47M | +53% | 126k | 369.92 |
|
| Microsoft Corporation (MSFT) | 2.4 | $44M | +23% | 128k | 340.54 |
|
| Amazon (AMZN) | 1.6 | $29M | +31% | 224k | 130.36 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.6 | $29M | NEW | 564k | 50.82 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $22M | +10% | 65k | 340.99 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $20M | +57% | 48k | 423.02 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $20M | +46% | 45k | 444.90 |
|
| Two Rds Shared Tr Affinity World (WLDR) | 1.0 | $19M | +25% | 718k | 26.08 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.0 | $19M | +82% | 137k | 134.85 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.0 | $18M | NEW | 243k | 75.66 |
|
| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.9 | $16M | +44% | 327k | 50.30 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.9 | $16M | +20% | 313k | 50.14 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $14M | +7% | 131k | 107.24 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $14M | NEW | 142k | 97.95 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $14M | +593% | 187k | 72.62 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $13M | +43% | 48k | 275.18 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $13M | +1387% | 46k | 282.96 |
|
| Johnson & Johnson (JNJ) | 0.7 | $13M | +41% | 79k | 165.51 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $13M | -20% | 58k | 220.27 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $12M | +52% | 101k | 119.70 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.7 | $12M | +74% | 251k | 48.16 |
|
| Chevron Corporation (CVX) | 0.7 | $12M | +26% | 77k | 157.35 |
|
| Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY) | 0.7 | $12M | +48% | 604k | 19.38 |
|
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.6 | $12M | +49% | 167k | 69.92 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.6 | $12M | +24% | 117k | 99.76 |
|
| United Parcel Service CL B (UPS) | 0.6 | $11M | +74% | 64k | 179.25 |
|
| Verizon Communications (VZ) | 0.6 | $11M | +40% | 302k | 37.19 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.6 | $11M | +22% | 73k | 151.98 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $11M | +78% | 48k | 220.16 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $10M | +22% | 72k | 145.42 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $10M | -35% | 25k | 408.83 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.6 | $10M | +86% | 113k | 91.62 |
|
| Coca-Cola Company (KO) | 0.6 | $10M | +8% | 171k | 60.69 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $10M | +23% | 84k | 120.97 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $9.1M | +53% | 64k | 142.09 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.5 | $9.1M | -3% | 145k | 62.81 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $8.9M | +60% | 50k | 178.28 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $8.8M | +71% | 51k | 173.87 |
|
| Tesla Motors (TSLA) | 0.5 | $8.7M | +30% | 33k | 261.76 |
|
| Bank of America Corporation (BAC) | 0.5 | $8.6M | +18% | 299k | 28.69 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $8.5M | +121% | 153k | 55.33 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $8.3M | +28% | 103k | 81.15 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.5 | $8.2M | +63% | 221k | 36.99 |
|
| Starbucks Corporation (SBUX) | 0.5 | $8.2M | +6% | 82k | 99.06 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $8.1M | +426% | 145k | 56.08 |
|
| Abbvie (ABBV) | 0.4 | $7.9M | +37% | 59k | 134.72 |
|
| Cisco Systems (CSCO) | 0.4 | $7.8M | +20% | 150k | 51.74 |
|
| Merck & Co (MRK) | 0.4 | $7.7M | +10% | 66k | 116.13 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.4 | $7.5M | +3% | 127k | 59.53 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $7.3M | +13% | 14k | 538.42 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $7.3M | NEW | 72k | 100.63 |
|
| UnitedHealth (UNH) | 0.4 | $7.2M | +70% | 15k | 480.65 |
|
| Boeing Company (BA) | 0.4 | $7.1M | +15% | 34k | 211.15 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $7.1M | +32% | 38k | 187.26 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) | 0.4 | $7.0M | +92% | 327k | 21.54 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.4 | $6.9M | +52% | 171k | 40.09 |
|
| Flexshares Tr Flexshares Ultra (RAVI) | 0.4 | $6.6M | +6% | 89k | 74.95 |
|
| McDonald's Corporation (MCD) | 0.4 | $6.6M | +15% | 22k | 298.40 |
|
| Listed Fd Tr Alexis Practical (LEXI) | 0.4 | $6.6M | NEW | 265k | 24.88 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $6.6M | +102% | 66k | 99.64 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $6.6M | +4% | 17k | 393.30 |
|
| Pepsi (PEP) | 0.4 | $6.5M | +30% | 35k | 185.22 |
|
| Visa Com Cl A (V) | 0.4 | $6.4M | +19% | 27k | 237.45 |
|
| Pfizer (PFE) | 0.4 | $6.4M | +24% | 174k | 36.68 |
|
| Meta Platforms Cl A (META) | 0.3 | $6.2M | +45% | 21k | 287.00 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.3 | $6.1M | +660% | 113k | 54.08 |
|
| At&t (T) | 0.3 | $6.1M | +59% | 384k | 15.95 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.3 | $6.1M | +64% | 134k | 45.30 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.3 | $5.9M | +20% | 141k | 41.73 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $5.8M | +23% | 459k | 12.70 |
|
| Philip Morris International (PM) | 0.3 | $5.7M | +29% | 58k | 98.80 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $5.7M | -2% | 157k | 36.39 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $5.7M | +563% | 53k | 106.73 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.3 | $5.5M | +254% | 308k | 17.75 |
|
| Qualcomm (QCOM) | 0.3 | $5.4M | +47% | 45k | 119.04 |
|
| Procter & Gamble Company (PG) | 0.3 | $5.4M | +44% | 35k | 151.73 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $5.3M | +52% | 58k | 91.82 |
|
| Wells Fargo & Company (WFC) | 0.3 | $5.3M | +25% | 124k | 42.68 |
|
| Home Depot (HD) | 0.3 | $5.2M | +48% | 17k | 310.63 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.3 | $5.2M | NEW | 47k | 110.45 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $5.2M | +48% | 49k | 106.06 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.3 | $5.2M | +8% | 515k | 10.15 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $5.2M | +182% | 69k | 75.07 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.3 | $5.2M | +171% | 114k | 45.47 |
|
| Walt Disney Company (DIS) | 0.3 | $5.0M | +41% | 56k | 89.28 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $4.9M | +88% | 94k | 52.11 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $4.9M | +5% | 180k | 27.15 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $4.9M | +45% | 10k | 469.02 |
|
| Altria (MO) | 0.3 | $4.9M | +7% | 105k | 46.23 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $4.8M | +43% | 14k | 344.62 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.3 | $4.7M | +133% | 73k | 64.38 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $4.7M | NEW | 49k | 96.64 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $4.7M | NEW | 58k | 81.09 |
|
| Tyson Foods Cl A (TSN) | 0.3 | $4.7M | +74% | 91k | 51.04 |
|
| Lowe's Companies (LOW) | 0.3 | $4.6M | +86% | 21k | 225.69 |
|
| International Business Machines (IBM) | 0.3 | $4.6M | +29% | 34k | 133.81 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $4.6M | +39% | 93k | 49.29 |
|
| General Mills (GIS) | 0.2 | $4.4M | +7% | 57k | 76.69 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.2 | $4.4M | 91k | 47.79 |
|
|
| Dow (DOW) | 0.2 | $4.2M | +15% | 79k | 53.25 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $4.2M | -14% | 44k | 95.09 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.2 | $4.2M | +17% | 83k | 50.30 |
|
| Kraft Heinz (KHC) | 0.2 | $4.1M | +4% | 114k | 35.50 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $3.9M | +37% | 59k | 67.50 |
|
| 3M Company (MMM) | 0.2 | $3.9M | +29% | 39k | 100.09 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $3.9M | NEW | 98k | 40.17 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $3.9M | +29% | 82k | 47.43 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.9M | -5% | 20k | 198.89 |
|
| Ford Motor Company (F) | 0.2 | $3.8M | +27% | 253k | 15.13 |
|
| FedEx Corporation (FDX) | 0.2 | $3.8M | +42% | 15k | 249.19 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.2 | $3.8M | +128% | 152k | 24.70 |
|
| Intel Corporation (INTC) | 0.2 | $3.7M | +16% | 111k | 33.44 |
|
| First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC) | 0.2 | $3.6M | +1347% | 108k | 33.76 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $3.6M | +67% | 52k | 69.13 |
|
| AmerisourceBergen (ABC) | 0.2 | $3.6M | +200% | 19k | 192.44 |
|
| salesforce (CRM) | 0.2 | $3.6M | +43% | 17k | 211.24 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.5M | +77% | 13k | 261.43 |
|
| Amgen (AMGN) | 0.2 | $3.5M | +70% | 16k | 222.00 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $3.5M | +127% | 47k | 74.32 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $3.4M | +114% | 71k | 48.88 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.2 | $3.4M | +28% | 23k | 147.17 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $3.4M | -33% | 47k | 72.69 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $3.4M | NEW | 66k | 50.67 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $3.3M | +343% | 77k | 43.20 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $3.3M | +37% | 159k | 20.89 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $3.3M | +16% | 29k | 113.30 |
|
| Clorox Company (CLX) | 0.2 | $3.3M | 21k | 159.04 |
|
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.2 | $3.3M | NEW | 62k | 52.79 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $3.3M | NEW | 57k | 57.74 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $3.3M | +48% | 36k | 89.73 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $3.3M | +31% | 25k | 130.66 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $3.2M | +49% | 32k | 100.76 |
|
| MetLife (MET) | 0.2 | $3.2M | +6% | 57k | 56.54 |
|
| Caterpillar (CAT) | 0.2 | $3.2M | +40% | 13k | 246.00 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $3.1M | +59% | 19k | 163.15 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $3.1M | +6% | 21k | 149.55 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $3.1M | +110% | 30k | 102.94 |
|
| SYSCO Corporation (SYY) | 0.2 | $3.1M | +80% | 41k | 74.20 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $3.0M | +225% | 28k | 108.85 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $3.0M | +4% | 98k | 30.99 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $3.0M | -21% | 18k | 165.36 |
|
| Flaherty & Crumrine/Claymore Total Retur (FLC) | 0.2 | $3.0M | 211k | 14.37 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $3.0M | +619% | 26k | 116.66 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $3.0M | +2% | 23k | 132.72 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $2.9M | +28% | 30k | 95.40 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $2.8M | NEW | 29k | 96.59 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $2.8M | +24% | 84k | 33.51 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $2.8M | +82% | 26k | 108.14 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $2.8M | +8% | 36k | 77.05 |
|
| Medtronic SHS (MDT) | 0.2 | $2.8M | +160% | 32k | 88.32 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.2 | $2.8M | NEW | 55k | 50.45 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.2 | $2.8M | +46% | 47k | 58.15 |
|
| Microchip Technology (MCHP) | 0.2 | $2.7M | +86% | 31k | 89.58 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $2.7M | +100% | 88k | 30.93 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $2.7M | +69% | 42k | 63.96 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $2.7M | +224% | 81k | 33.20 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $2.7M | +23% | 43k | 62.34 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $2.7M | +103% | 89k | 30.11 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $2.7M | 29k | 92.02 |
|
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.1 | $2.7M | NEW | 96k | 27.63 |
|
| J&J Snack Foods (JJSF) | 0.1 | $2.7M | 17k | 159.09 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $2.7M | +36% | 51k | 52.13 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $2.6M | 108k | 24.27 |
|
|
| Global X Fds Russell 2000 (RYLD) | 0.1 | $2.6M | NEW | 143k | 18.09 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $2.6M | +55% | 26k | 97.47 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.6M | +144% | 35k | 73.02 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $2.6M | +93% | 101k | 25.37 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $2.5M | +601% | 109k | 23.31 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $2.5M | +143% | 16k | 152.22 |
|
| American Tower Reit (AMT) | 0.1 | $2.5M | +46% | 13k | 195.55 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $2.5M | +98% | 44k | 56.45 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $2.5M | +66% | 33k | 74.16 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $2.4M | +440% | 14k | 181.02 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $2.4M | +202% | 23k | 104.05 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $2.4M | -13% | 72k | 32.98 |
|
| Southern Company (SO) | 0.1 | $2.4M | +21% | 34k | 70.26 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $2.4M | +15% | 22k | 107.34 |
|
| Advanced Micro Devices (AMD) | 0.1 | $2.3M | +8% | 21k | 113.73 |
|
| Oneok (OKE) | 0.1 | $2.3M | +3% | 38k | 61.72 |
|
| Blackrock Science & Technolo SHS (BST) | 0.1 | $2.3M | NEW | 67k | 34.45 |
|
| Ross Stores (ROST) | 0.1 | $2.3M | +153% | 20k | 112.11 |
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $2.3M | +981% | 56k | 40.82 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $2.3M | +148% | 12k | 188.07 |
|
| Innovator Etfs Tr Ibd 50 Etf (FFTY) | 0.1 | $2.3M | +54% | 89k | 25.58 |
|
| Enterprise Products Partners (EPD) | 0.1 | $2.3M | +3% | 86k | 26.35 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $2.2M | +3% | 13k | 169.80 |
|
| Nuveen Quality Pref. Inc. Fund II (JPS) | 0.1 | $2.2M | +92% | 347k | 6.42 |
|
| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.1 | $2.2M | 41k | 53.57 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $2.2M | +18% | 65k | 33.72 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $2.2M | +824% | 56k | 39.08 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $2.2M | +645% | 35k | 62.63 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $2.2M | -3% | 60k | 36.50 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.2M | -44% | 14k | 157.80 |
|
| Citigroup Com New (C) | 0.1 | $2.2M | +14% | 47k | 46.05 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.2M | +3% | 25k | 85.15 |
|
| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $2.1M | NEW | 36k | 59.14 |
|
| Wp Carey (WPC) | 0.1 | $2.1M | +935% | 31k | 68.61 |
|
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.1 | $2.1M | 413k | 5.10 |
|
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $2.1M | +2% | 52k | 40.08 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $2.1M | +30% | 30k | 69.94 |
|
| Invesco Actively Managed Etf S&p500 Downsid (PHDG) | 0.1 | $2.1M | +7% | 63k | 33.31 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.1M | -24% | 25k | 84.45 |
|
| Morgan Stanley Com New (MS) | 0.1 | $2.1M | +53% | 25k | 85.40 |
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.1 | $2.1M | NEW | 87k | 23.94 |
|
| Waste Management (WM) | 0.1 | $2.1M | +326% | 12k | 173.45 |
|
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $2.1M | +3% | 19k | 106.92 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $2.1M | +61% | 45k | 45.97 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.1 | $2.1M | +30% | 75k | 27.41 |
|
| Ishares Tr International Sl (ISCF) | 0.1 | $2.0M | +49% | 65k | 30.84 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.0M | -24% | 27k | 75.58 |
|
| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.1 | $2.0M | -16% | 37k | 54.01 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $2.0M | +37% | 21k | 97.60 |
|
| Nike CL B (NKE) | 0.1 | $2.0M | +92% | 18k | 110.70 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $2.0M | +157% | 43k | 47.10 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $2.0M | 83k | 24.04 |
|
|
| Kroger (KR) | 0.1 | $2.0M | +24% | 42k | 47.00 |
|
| ConocoPhillips (COP) | 0.1 | $2.0M | +45% | 19k | 104.18 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $1.9M | +9% | 33k | 58.98 |
|
| Barrick Gold Corp (GOLD) | 0.1 | $1.9M | +47% | 112k | 16.93 |
|
| American Express Company (AXP) | 0.1 | $1.9M | +105% | 11k | 174.16 |
|
| Etf Managers Tr Prime Cybr Scrty (HACK) | 0.1 | $1.9M | +162% | 37k | 50.58 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.9M | NEW | 19k | 97.62 |
|
| First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) | 0.1 | $1.9M | NEW | 52k | 36.30 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $1.9M | +543% | 45k | 41.45 |
|
| Dollar General (DG) | 0.1 | $1.8M | +123% | 11k | 169.80 |
|
| Target Corporation (TGT) | 0.1 | $1.8M | +25% | 14k | 131.93 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.8M | 28k | 65.09 |
|
|
| Flexshares Tr Iboxx 3r Targt (TDTT) | 0.1 | $1.8M | -18% | 77k | 23.53 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $1.8M | +36% | 30k | 61.01 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) | 0.1 | $1.8M | +19% | 43k | 41.31 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.8M | +40% | 15k | 119.08 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.8M | +8% | 16k | 109.04 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.8M | +20% | 18k | 97.94 |
|
| Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP) | 0.1 | $1.8M | +13% | 72k | 24.49 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.1 | $1.8M | NEW | 54k | 32.29 |
|
| Standex Int'l (SXI) | 0.1 | $1.7M | NEW | 12k | 141.50 |
|
| Dynatrace Com New (DT) | 0.1 | $1.7M | NEW | 34k | 51.47 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.7M | 44k | 39.56 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $1.7M | +36% | 19k | 93.27 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.1 | $1.7M | NEW | 42k | 41.04 |
|
| FirstEnergy (FE) | 0.1 | $1.7M | +22% | 44k | 38.89 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.7M | +23% | 24k | 70.49 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $1.7M | +31% | 36k | 47.53 |
|
| First Tr Exchange Traded Dow 30 Eql Wgt (EDOW) | 0.1 | $1.7M | +26% | 56k | 30.11 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.7M | +5% | 34k | 48.95 |
|
| Wells Fargo Adv Multi-Sector Inco Fund (ERC) | 0.1 | $1.7M | 177k | 9.32 |
|
|
| Paccar (PCAR) | 0.1 | $1.6M | +9% | 20k | 83.66 |
|
Past Filings by Sowell Financial Services
SEC 13F filings are viewable for Sowell Financial Services going back to 2016
- 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
- Sowell Financial Services 2020 Q3 filed Nov. 12, 2020
- Sowell Financial Services 2020 Q2 filed Aug. 13, 2020
- Sowell Financial Services 2020 Q1 filed May 12, 2020
- Sowell Financial Services 2019 Q4 filed Feb. 7, 2020
- Sowell Financial Services 2019 Q3 filed Nov. 14, 2019