Sowell Financial Services

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

Companies in the Sowell Financial Services portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
J P Morgan Exchange Traded F ultra shrt 4.36 776738 +7% 50.30
iShares S&P; 500 Index (IVV) 2.67 83907 -7% 284.57
Invesco Qqq Trust Series 1 2.61 130322 +27% 179.66
Apple (AAPL) 2.16 102027 +8% 189.95
Microsoft Corporation (MSFT) 2.06 156797 -5% 117.94
SPDR S&P; 500 ETF (SPY) 1.69 53494 +4% 282.48
First Trust Iv Enhanced Short 1.31 195962 -2% 59.98
Boeing Company (BA) 1.29 30377 -2% 381.41
Proshares Ultrashort S&p 500 1.26 338800 NEW 33.29
Proshares Ultrashort Qqq etf 1.20 311304 NEW 34.40
Ultra Short Russell 2000 1.17 674234 NEW 15.50
Verizon Communications (VZ) 1.07 162703 +6% 59.13
Berkshire Hathaway (BRK.B) 1.06 47279 +19% 200.89
Pfizer (PFE) 1.06 223186 +4% 42.47
iShares Lehman Aggregate Bond (AGG) 1.02 84108 -10% 109.07
Coca-Cola Company (KO) 0.98 188026 +6% 46.86
AT&T; (T) 0.97 277294 +4% 31.36
Bank of America Corporation (BAC) 0.96 310792 -21% 27.59
iShares S&P; SmallCap 600 Index (IJR) 0.96 111364 -35% 77.15
Exxon Mobil Corporation (XOM) 0.95 105137 +5% 80.80
Amazon (AMZN) 0.92 4618 NEW 1780.86
Chevron Corporation (CVX) 0.91 66259 123.18
Ishares Inc core msci emkt 0.86 149644 +73% 51.71
iShares Russell 2000 Index (IWM) 0.85 49972 +89% 153.09
Johnson & Johnson (JNJ) 0.84 53740 +6% 139.78
Starbucks Corporation (SBUX) 0.83 100357 74.34
SPDR Dow Jones Industrial Average ETF (DIA) 0.83 28683 259.14
Ishares Core Msci Eafe Etf core msci eafe 0.82 121489 -10% 60.77
Philip Morris International (PM) 0.81 82184 +7% 88.39
Cisco Systems (CSCO) 0.79 131633 53.99
Merck & Co (MRK) 0.78 84479 83.17
Altria (MO) 0.74 114869 +5% 57.43
iShares Russell Midcap Growth Idx. (IWP) 0.74 49129 +2308% 135.66
JPMorgan Chase & Co. (JPM) 0.70 62302 +17% 101.23
Vanguard REIT ETF (VNQ) 0.70 71665 +455% 86.90
Intel Corporation (INTC) 0.69 114880 53.70
Wells Fargo & Company (WFC) 0.66 121978 +13% 48.32
Schwab Strategic Tr us dividend eq 0.63 108717 +64% 52.28
iShares S&P; MidCap 400 Index (IJH) 0.62 29128 -6% 189.41
iShares Russell 1000 Growth Index (IWF) 0.59 34787 +80% 151.35
General Mills (GIS) 0.58 100127 +9% 51.75
United Parcel Service (UPS) 0.53 42530 111.73
Facebook Inc cl a 0.49 26578 166.68
iShares MSCI EAFE Index Fund (EFA) 0.47 64747 +2% 64.85
Procter & Gamble Company (PG) 0.46 39704 +20% 104.04
ProShares Ultra S&P500; (SSO) 0.45 34549 +219% 117.80
BP (BP) 0.44 89919 -4% 43.72
Vanguard Short Term Corporate Bond ETF (VCSH) 0.44 49485 -22% 79.76
First Tr Exchange Traded Fd senior ln fd 0.44 84143 +269% 47.10
Schwab Strategic Tr us lrg cap etf 0.42 56110 +3% 67.62
Abbvie 0.41 45688 +4% 80.59
First Trust Value Line Dividend Indx Fnd (FVD) 0.40 110426 -54% 32.47
Sch Us Mid-cap Etf etf 0.39 63729 55.39
Vanguard S&p 500 Etf idx fd 0.39 13620 +374% 259.54
MasterCard Incorporated (MA) 0.38 14611 +24% 235.44
HCP (HCP) 0.38 108805 -3% 31.30
SPDR S&P; MidCap 400 ETF (MDY) 0.38 9840 +7% 345.43
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.38 30907 +284% 110.07
ProShares Ultra 20+Year Tsury ETF (UBT) 0.37 40293 NEW 82.62
Schwab U S Small Cap ETF (SCHA) 0.37 46928 69.94
Clorox Company (CLX) 0.36 20008 +2% 160.44
Anheuser-Busch InBev NV (BUD) 0.35 37687 +45% 83.98
Vanguard Energy ETF (VDE) 0.35 35161 NEW 89.39
First Tr Exch Trd Alphadex sml cp grw alp 0.35 68055 46.15
Kraft Heinz 0.35 95517 32.65
Alphabet Inc Class C cs 0.35 2641 +10% 1173.42
Costco Wholesale Corporation (COST) 0.34 12707 +3% 242.15
Berkshire Hathaway (BRK.A) 0.34 10 NEW 301200.00
Visa (V) 0.34 19497 +39% 156.18
Ishares Tr Msci Usa Momentum Factor 0.34 27186 -10% 112.19
First Tr Exchange Traded Fd fst low mtg etf 0.34 58589 +1137% 51.27
Wal-Mart Stores (WMT) 0.33 29915 +20% 97.54
Schwab Strategic Tr us aggregate b 0.33 56165 -5% 51.88
Invesco Emerging Markets S etf 0.33 106956 +34% 28.00
Spdr Index Shs Fds eafe qual mix 0.32 46505 +155% 62.27
Proshares Tr Ii ultrashrt 0.31 38353 NEW 72.61
Proshares Tr Ii 0.30 69091 NEW 39.24
iShares Dow Jones US Real Estate (IYR) 0.29 30255 +120% 87.03
McDonald's Corporation (MCD) 0.28 12973 +60% 189.93
Home Depot (HD) 0.28 12980 191.91
UnitedHealth (UNH) 0.28 10118 +4% 247.28
iShares Gold Trust (IAU) 0.28 204883 +193% 12.38
Fidelity Comwlth Tr ndq cp idx trk 0.28 8175 -61% 302.63
Janus Short Duration 0.28 49609 +583% 49.71
Health Care SPDR (XLV) 0.26 25269 +6% 91.73
iShares Dow Jones Select Dividend (DVY) 0.26 23389 +5% 98.17
First Trust Mult Cap Grwth Alp Fnd (FAD) 0.26 32607 71.67
Spdr Ser Tr 1 3 hgh yield 0.26 25299 +1030% 91.58
Invesco Global Short etf - e 0.26 99723 +47% 23.35
Walt Disney Company (DIS) 0.25 20347 +12% 111.02
Vanguard Dividend Appreciation ETF (VIG) 0.25 20034 -15% 109.66
Northern Lts Fd Tr Iv a 0.25 81722 NEW 27.72
NVIDIA Corporation (NVDA) 0.24 11853 +53% 179.53
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.24 24514 +341% 86.89
Proshares Tr Ii ultsh dj ubs cru 0.24 128515 NEW 16.88
Union Pacific Corporation (UNP) 0.23 12190 167.19
ConocoPhillips (COP) 0.23 31326 +26% 66.75
QUALCOMM (QCOM) 0.23 36375 +43% 57.02
iShares S&P; 500 Growth Index (IVW) 0.22 11314 +35% 172.35
Ishares Tr usa min vo 0.22 33764 -32% 58.79
Ishares Tr eafe min volat 0.22 26802 -6% 72.01
Southern Company (SO) 0.21 35681 +5% 51.68
Unilever (UL) 0.21 32832 +28% 57.72
Financial Select Sector SPDR (XLF) 0.21 74180 -10% 25.71
Utilities SPDR (XLU) 0.21 31874 +74% 58.17
iShares Dow Jones US Health Care (IHF) 0.21 11034 -24% 167.84
First Trust DJ Internet Index Fund (FDN) 0.21 13383 +4% 138.91
SPDR Barclays Capital Convertible SecETF (CWB) 0.21 35906 +43% 52.25
Reaves Utility Income Fund (UTG) 0.21 54881 +24% 33.67
Ishares High Dividend Equity F 0.21 20339 +44% 93.27
Pimco Total Return Etf totl 0.21 17640 +5% 105.56
First Trust Energy Income & Gr 0.21 87004 21.73
Pimco Dynamic Incm Fund 0.21 58397 -10% 32.07
International Business Machines (IBM) 0.20 12634 +17% 141.13
Exelon Corporation (EXC) 0.20 35198 50.12
Consumer Discretionary SPDR (XLY) 0.20 16008 +6% 113.82
IndexIQ IQ ARB Merger Arbitrage ETF (MNA) 0.20 55850 +169% 31.92
iShares MSCI Emerging Markets Indx (EEM) 0.19 39003 +8% 42.92
Caterpillar (CAT) 0.19 12471 -8% 135.52
Diageo (DEO) 0.19 10403 +5% 163.61
Pepsi (PEP) 0.19 13754 122.58
Vanguard Total Stock Market ETF (VTI) 0.19 11845 +33% 144.70
Ishares Tr cmn 0.19 65661 +54% 25.24
Invesco S&p Small Cap Utilities Etf s&p smlcp util 0.19 31694 53.73
Invesco Dynamic Market Etf etf 0.19 17308 96.26
AmeriGas Partners (APU) 0.18 51881 -2% 30.88
Vanguard Emerging Markets ETF (VWO) 0.18 37859 42.50
iShares S&P; NA Tec.-SW. Idx. Fund (IGV) 0.18 7602 +92% 210.87
Ishares Tr core strm usbd 0.18 33158 +170% 49.85
Invesco Bulletshares 2019 Corp 0.18 77003 21.06
CVS Caremark Corporation (CVS) 0.17 28391 -17% 53.93
Amgen (AMGN) 0.17 7920 +12% 190.03
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.17 12238 -23% 126.41
Ishares U S Etf Tr Short Matur sht mat bd etf 0.17 30857 50.23
Walgreen Boots Alliance 0.17 23918 -33% 63.26
DaVita (DVA) 0.16 26965 54.29
CenturyLink (CTL) 0.16 116812 -21% 11.99
SPDR Gold Trust (GLD) 0.16 11902 -6% 122.00
Industrial SPDR (XLI) 0.16 19154 75.02
SPDR Barclays Capital High Yield B (JNK) 0.16 39187 -50% 35.98
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.16 7262 199.53
First Tr Exch Trd Alpha Fd I emerg mkt alph 0.16 57013 NEW 25.03
Ishares Tr liquid inc etf 0.16 27707 NEW 50.31
Waste Management (WM) 0.15 13243 -2% 103.90
FirstEnergy (FE) 0.15 33220 +5% 41.60
3M Company (MMM) 0.15 6346 207.85
Energy Transfer Equity (ETE) 0.15 89345 -3% 15.37
Technology SPDR (XLK) 0.15 18477 +11% 73.98
iShares S&P; 500 Value Index (IVE) 0.15 12232 +52% 112.74
Consumer Staples Select Sect. SPDR (XLP) 0.15 23389 -32% 56.09
SPDR S&P; Biotech (XBI) 0.15 14759 +5% 90.52
O'reilly Automotive Inc 0.15 3437 +2% 388.42
Vanguard High Dividend Yield ETF (VYM) 0.15 15585 85.66
Vanguard Total World Stock Idx Fd (VT) 0.15 18104 NEW 73.19
Schwab Strategic Tr sht tm us tres 0.15 26760 -8% 50.19
Duke Energy 0.15 14432 +50% 90.01
Pimco Dynamic Credit Income other 0.15 55785 -2% 23.43
Alphabet Inc Class A cs 0.15 1154 1176.78
Ishares Tr core intl aggr 0.15 25769 NEW 53.48
Global X Fds nasdaq 100 cover 0.15 57829 +26% 22.70
Abbott Laboratories (ABT) 0.14 15979 -2% 79.92
TJX Companies (TJX) 0.14 23270 -38% 53.20
Intuit (INTU) 0.14 4634 +11% 261.33
Home BancShares (HOMB) 0.14 73207 17.57
iShares Silver Trust (SLV) 0.14 91214 +412% 14.18
iShares Cohen & Steers Realty Maj. (ICF) 0.14 11616 +159% 111.23
SPDR Barclays Capital Aggregate Bo (LAG) 0.14 44361 28.54
D Ishares 0.14 27853 -7% 44.99
Dowdupont Inc 0.14 24093 53.29
Vanguard Short-Term Bond ETF (BSV) 0.13 14594 -72% 79.62
Amphenol Corporation (APH) 0.13 12583 +3% 94.41
Woodward Governor Company (WGOV) 0.13 12003 -2% 94.89
SPDR KBW Bank (KBE) 0.13 28890 NEW 41.78
WisdomTree MidCap Dividend Fund (DON) 0.13 31385 35.78
First Tr Nasdaq Aba Cmnty Bk ut com shs etf 0.13 24563 46.25
Schwab U S Large Cap Growth ETF (SCHG) 0.13 14391 79.42
Ssga Active Etf Tr blkstn gsosrln 0.13 24913 -4% 46.04
Spdr Ser Tr spdr russel 2000 0.13 38210 30.23
Paypal Holdings 0.13 10992 +17% 103.80
FedEx Corporation (FDX) 0.12 5781 +10% 181.46
Kimberly-Clark Corporation (KMB) 0.12 8318 +15% 123.95
SYSCO Corporation (SYY) 0.12 15980 +16% 66.77
Sempra Energy (SRE) 0.12 8269 -9% 125.89
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.12 9363 -39% 119.09
iShares iBoxx $ High Yid Corp Bond (HYG) 0.12 11935 +60% 86.47
Vanguard Value ETF (VTV) 0.12 9935 -11% 107.60
Vanguard Small-Cap ETF (VB) 0.12 6897 -2% 152.82
Vanguard Information Technology ETF (VGT) 0.12 5441 -6% 200.70
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.12 8570 +66% 123.22
First Trust Amex Biotech Index Fnd (FBT) 0.12 6996 NEW 150.80
Etf Managers Tr purefunds ise cy 0.12 26752 NEW 40.00
Goldman Sachs Etf Tr cmn 0.12 18819 -18% 56.49
Fidelity fund 0.12 50486 +37% 20.76
Invesco S&p 500 Low Volatility Etf 0.12 19922 +9% 52.66
Regions Financial Corporation (RF) 0.11 72214 14.15
Raytheon Company (RTN) 0.11 5513 +58% 182.18
Honeywell International (HON) 0.11 5935 +119% 158.89
Royal Dutch Shell (RDS.B) 0.11 14988 +11% 63.98
Ford Motor Company (F) 0.11 114668 +14% 8.78
Fortinet (FTNT) 0.11 11606 +168% 84.01
iShares S&P; 1500 Index Fund (ISI) 0.11 15229 +142% 64.42
ISHARES TR MSCI Small Cap msci small cap 0.11 17846 -19% 57.44
Vanguard Utilities ETF (VPU) 0.11 7375 NEW 129.63
Nuveen Insd Dividend Advantage 0.11 63514 15.11
SPDR Barclays Capital Long Term Tr (TLO) 0.11 26278 +183% 36.38
Phillips 66 0.11 10030 -8% 95.21
Vanguard Charlotte Fds intl bd idx etf 0.11 18368 55.75
Invesco S&p 500 Equal Weight Etf 0.11 9574 +57% 104.45
Invesco Currencyshares British Pound Sterling Trust etf 0.11 8009 NEW 126.36
Eli Lilly & Co. (LLY) 0.10 7136 129.76
Bristol Myers Squibb (BMY) 0.10 17889 +5% 47.68
Adobe Systems Incorporated (ADBE) 0.10 3499 +3% 266.36
Papa John's Int'l (PZZA) 0.10 16540 NEW 52.96
Netflix (NFLX) 0.10 2600 +19% 356.54
Rbc Cad Com 0.10 11574 75.51
iShares Russell 2000 Growth Index (IWO) 0.10 4384 +47% 196.62
ProShares Ultra QQQ (QLD) 0.10 10373 +14% 89.95
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.10 8156 +14% 111.21
Vanguard Mid-Cap ETF (VO) 0.10 5772 -28% 160.78
Vanguard Mid-Cap Growth ETF (VOT) 0.10 6284 NEW 142.74
iShares Barclays Credit Bond Fund (CFT) 0.10 16861 -5% 55.28
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.10 29851 -10% 30.85
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.10 8426 -11% 101.59
Citigroup Inc 0.10 14655 +9% 62.23
Alibaba Group Holding Ltd Spon 0.10 4838 +28% 182.51
Medtronic 0.10 10052 91.13
Ishares Tr msci eafe esg 0.10 13605 +141% 63.21
Global X Fds us infr dev 0.10 55584 15.71
Corning Incorporated (GLW) 0.09 24128 +2% 33.09
CME (CME) 0.09 4719 +6% 164.65
Target Corporation (TGT) 0.09 10084 -2% 80.23
Weyerhaeuser Company (WY) 0.09 29083 +3% 26.34
iShares Russell 1000 Value Index (IWD) 0.09 6209 -41% 123.53
Gilead Sciences (GILD) 0.09 12813 +5% 65.01
Lowe's Companies (LOW) 0.09 6993 -12% 109.54
Centene Corporation (CNC) 0.09 14921 +117% 53.08
Church & Dwight (CHD) 0.09 11583 71.23
Simon Property (SPG) 0.09 4434 -5% 182.23
iShares Dow Jones US Utilities (IDU) 0.09 5522 +11% 147.23
First Trust Financials AlphaDEX Fd (FXO) 0.09 26865 +93% 30.26
Industries N shs - a - 0.09 9498 +21% 84.12
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.09 9532 -52% 84.14
Schwab Strategic Tr intrm trm 0.09 14716 +2% 53.75
American Tower Reit 0.09 4225 197.16
Ishares Core Intl Stock Etf core 0.09 14638 -9% 58.07
Blackstone Mtg Tr 0.09 22611 -21% 34.54
Ishares Crncy Hedgd Msci Em etp 0.09 32041 25.50
Fidelity qlty fctor etf 0.09 23624 -30% 33.82
Northern Lts Fd Tr Iv inspire corp 0.09 32300 25.14
Northern Lts Fd Tr Iv inspire 100etf 0.09 30174 +5% 27.44
Progressive Corporation (PGR) 0.08 10188 +4% 72.05
U.S. Ban (USB) 0.08 14111 48.19
Ecolab (ECL) 0.08 3882 176.46
Lockheed Martin Corporation (LMT) 0.08 2478 300.26
Intuitive Surgical (ISRG) 0.08 1252 -12% 570.29
United Technologies Corporation (UTX) 0.08 5781 +15% 128.87
Brookfield Infrastructure Part 0.08 17746 41.87
Pinnacle Financial Partners (PNFP) 0.08 13242 +2% 54.67
iShares S&P; SmallCap 600 Growth (IJT) 0.08 3842 -9% 178.55
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.08 35788 18.92
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 0.08 13140 55.18
Vanguard Total Bond Market ETF (BND) 0.08 8351 +11% 81.19
iShares S&P; Global Technology Sect. (IXN) 0.08 4434 +2% 170.95
SPDR DJ Wilshire Large Cap (ELR) 0.08 20746 +38% 33.21
* Proshares Tr S&p 500 Aristo Added 0.08 10504 -48% 67.78
J P Morgan Exchange Traded F jpmorgan diver 0.08 9705 +18% 73.16
Invesco Senior Loan Etf otr 0.08 31670 -14% 22.64
Comcast Corporation (CMCSA) 0.07 14655 +14% 39.99
Foot Locker (FL) 0.07 9764 60.63
Valero Energy Corporation (VLO) 0.07 7441 -13% 84.80
NIKE (NKE) 0.07 7700 84.16
Oracle Corporation (ORCL) 0.07 10914 +2% 53.69
PACCAR (PCAR) 0.07 9525 68.14
salesforce (CRM) 0.07 3992 +12% 158.32
Enterprise Products Partners 0.07 22130 +24% 29.10
SPDR KBW Regional Banking (KRE) 0.07 11807 -77% 51.33
American Water Works (AWK) 0.07 6002 +8% 104.30
Vanguard Europe Pacific ETF (VEA) 0.07 14787 +124% 40.85
Vanguard Growth ETF (VUG) 0.07 3848 +20% 156.44
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.07 17024 -7% 36.54
iShares Dow Jones US Financial (IYF) 0.07 5052 -3% 118.17
iShares Dow Jones US Healthcare (IYH) 0.07 3103 -51% 193.68
iShares Dow Jones US Industrial (IYJ) 0.07 4103 -2% 151.84
First Tr Exchange Traded Fd nasd tech div 0.07 16667 +11% 38.28
Ishares Tr core div grwth 0.07 16837 +18% 36.76
Box Inc cl a 0.07 31363 NEW 19.26
Genius Brands Intl 0.07 309799 +16% 1.97
Invesco Exchange Traded Fd T s&p mdcp400 pr 0.07 4082 151.15
Rydex S&p Cnsmr Discretionary s&p500 eql dis 0.07 6000 +9% 104.00
General Electric Company (GE) 0.06 58158 -3% 9.99
Boston Scientific Corporation (BSX) 0.06 12901 NEW 38.37
Xilinx (XLNX) 0.06 4449 NEW 126.77
Nextera Energy Inc C om 0.06 2750 +4% 193.45
Biogen Idec (BIIB) 0.06 2359 NEW 236.54
Fair Isaac Corporation (FICO) 0.06 2097 +4% 271.82
Delta Air Lines (DAL) 0.06 11075 -7% 51.65
Illumina (ILMN) 0.06 1740 +7% 310.92
Key (KEY) 0.06 36244 -2% 15.75
Cognex Corporation (CGNX) 0.06 11324 50.87
Alliant Energy Corporation (LNT) 0.06 11207 +25% 47.11
Southside Bancshares (SBSI) 0.06 15992 33.20
Materials SPDR (XLB) 0.06 9324 +11% 55.45
iShares MSCI Pacific ex-Japan Idx (EPP) 0.06 12533 NEW 45.88
iShares Barclays TIPS Bond Fund (TIP) 0.06 4664 -3% 112.99
iShares S&P; SmallCap 600 Value Idx (IJS) 0.06 3740 147.59
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.06 4210 118.29
Vanguard Long-Term Bond ETF (BLV) 0.06 5760 +39% 92.19
Vanguard Health Care ETF (VHT) 0.06 3135 -49% 172.57
IQ Hedge Multi-Strategy Tracker (QAI) 0.06 18432 -39% 30.06
Nuveen Insured Tax-Free Adv Munici Fd (NEA) 0.06 40732 +13% 13.36
Kemper Corp Del 0.06 7263 +4% 76.14
Ishares Tr fltg rate nt 0.06 10687 -75% 50.90
Zoetis Inc Cl A 0.06 5115 100.68
First Tr Inter Duration Pfd & Income Fd 0.06 22796 21.80
Alps Etf Tr barrons 400 etf 0.06 13125 40.08
Fs Investment Corporation 0.06 92046 +9% 6.05
Fidelity msci info tech i 0.06 9139 +9% 59.31
Pra Health Sciences 0.06 5000 NEW 110.20
J P Morgan Exchange Traded F div rtn int eq 0.06 9236 NEW 55.33
Hp 0.06 26310 +5% 19.42
Vanguard Int High Dvd Yld In exchange traded funds 0.06 8156 NEW 60.81
* Acacia Communications Inc Com stock 0.06 10022 NEW 57.37
Ishares Inc msci em esg se 0.06 15041 +110% 34.04
Innovator Etfs Tr ibd 50 etf 0.06 17050 NEW 33.55
Invesco Exchange Traded Fd T ftse rafi 1000 0.06 4425 113.45
Powershares Dwa Technical Leaders Portfolio dwa momentum 0.06 9391 -38% 56.65
Bank Ozk 0.06 18728 -7% 28.99
Annaly Capital Management (NLY) 0.05 40598 +6% 10.00
Fidelity National Information Services (FIS) 0.05 4056 +25% 113.17
PNC Financial Services (PNC) 0.05 3946 -3% 122.66
Canadian Natl Ry Co 0.05 5090 +22% 89.39
IAC/InterActive (IACI) 0.05 2170 210.14
Baxter International (BAX) 0.05 5542 -4% 81.38
Hawaiian Electric Industries (HE) 0.05 10832 NEW 40.81
AFLAC Incorporated (AFL) 0.05 9373 50.04
Eastman Chemical Company (EMN) 0.05 5790 -6% 75.82
Yum! Brands (YUM) 0.05 4787 +12% 99.85
Novartis AG (NVS) 0.05 4424 +2% 96.07
Colgate-Palmolive Company (CL) 0.05 6032 68.47
Deere & Company (DE) 0.05 3007 159.96
Halliburton Company (HAL) 0.05 15908 +4% 29.29
Maxim Integrated Products (MXIM) 0.05 9121 +35% 53.17
Texas Instruments Incorporated (TXN) 0.05 4117 +44% 106.15
American Electric Power Company (AEP) 0.05 5790 -2% 83.77
Illinois Tool Works (ITW) 0.05 3212 143.52
Prudential Financial (PRU) 0.05 5241 +102% 91.97
MSCI (MSCI) 0.05 2444 +7% 198.85
Grand Canyon Education (LOPE) 0.05 3987 -45% 114.62
Constellation Brands (STZ) 0.05 2331 +9% 175.46
Energy Select Sector SPDR (XLE) 0.05 6395 -24% 66.15
Entergy Corporation (ETR) 0.05 5122 -18% 95.67
Chipotle Mexican Grill (CMG) 0.05 617 NEW 709.89
CVR Energy (CVI) 0.05 11596 +12% 41.22
iShares Dow Jones US Home Const. (ITB) 0.05 13762 NEW 35.24
iShares S&P; MidCap 400 Growth (IJK) 0.05 2043 +8% 219.29
Amarin Corporation (AMRN) 0.05 23365 +4% 20.76
First Trust Large Cap Core Alp Fnd (FEX) 0.05 7815 -6% 59.50
General Motors Company (GM) 0.05 12947 -18% 37.07
Ss&c Technologies Holding 0.05 6370 NEW 63.74
Ipath Dow Jones-aig Commodity 0.05 19590 -29% 22.66
SPDR S&P; Emerging Markets (GMM) 0.05 12843 +8% 35.74
iShares Dow Jones US Oil & Gas Exp. (IEO) 0.05 8229 58.21
iShares Russell 3000 Growth Index (IWZ) 0.05 6775 -15% 60.37
WisdomTree LargeCap Dividend Fund (DLN) 0.05 4558 94.12
BlackRock Muni Income Investment Trust (BBF) 0.05 31702 +17% 13.41
Nuveen Div. Advantage Muni. Fund (NAD) 0.05 34764 +15% 13.58
WisdomTree SmallCap Dividend Fund (DES) 0.05 15670 -7% 27.57
Spdr Series Trust dj ttl mkt etf 0.05 13168 -23% 35.16
Vanguard Scottsdale Fds vng rus2000idx 0.05 4001 NEW 122.97
Ishares Tr cmn 0.05 4664 +16% 99.70
Kinder Morgan Inc. 0.05 21173 -2% 20.03
Claymore Guggenheim Strategic 0.05 23986 -8% 19.64
Hollyfrontier Corp 0.05 8778 +7% 49.21
Spdr Series Trust cmn 0.05 8233 NEW 57.45
Oaktree Cap 0.05 9320 49.68
Wp Carey 0.05 6283 78.31
Ishares Tr hdg msci eafe 0.05 14463 28.90
Ishares U S Etf Tr int rt hdg c b 0.05 4833 -2% 93.52
Real Estate Select Sect Spdr 0.05 12412 NEW 36.26
Ishares Msci United Kingdom Index etf 0.05 12567 NEW 33.02
Nushares Etf Tr a 0.05 14091 NEW 28.74
CMS Energy Corporation (CMS) 0.04 5892 -4% 55.50
State Street Corporation (STT) 0.04 5891 +6% 65.86
First Financial Ban (FFBC) 0.04 13695 +53% 24.10
Blackstone (BX) 0.04 9644 +11% 34.94
CSX Corporation (CSX) 0.04 4450 +2% 74.83
Vertex Pharmaceuticals Incorporated (VRTX) 0.04 1758 183.73
Dominion Resources (D) 0.04 4771 -31% 76.71
American Eagle Outfitters (AEO) 0.04 16736 +46% 22.17
Cummins (CMI) 0.04 2440 -7% 157.79
J.B. Hunt Transport Services (JBHT) 0.04 3977 -4% 101.33
Kohl's Corporation (KSS) 0.04 5180 +41% 68.73
Newmont Mining Corporation (NEM) 0.04 10861 NEW 35.82
Royal Caribbean Cruises Ltd. 0.04 3036 +3% 114.62
T. Rowe Price (TROW) 0.04 3927 +39% 100.08
Travelers Companies (TRV) 0.04 2365 -8% 137.00
Automatic Data Processing (ADP) 0.04 2416 +37% 159.77
United Rentals (URI) 0.04 3199 +3% 114.10
Thermo Fisher Scientific (TMO) 0.04 1426 NEW 273.49
Red Hat (RHT) 0.04 1767 -5% 182.80
Olin Corporation (OLN) 0.04 14898 +42% 23.16
Allstate Corporation (ALL) 0.04 3751 94.11
Sanofi-Aventis SA (SNY) 0.04 7714 -2% 44.33
EOG Resources (EOG) 0.04 3302 +5% 95.09
Discovery Communications (DISCA) 0.04 13364 +10% 27.01
TCF Financial Corporation (TCB) 0.04 16736 +52% 20.67
J.M. Smucker Company (SJM) 0.04 3035 +11% 116.64
Genesis Energy (GEL) 0.04 15104 23.31
F5 Networks (FFIV) 0.04 2042 +25% 156.71
Ball Corporation (BLL) 0.04 6892 NEW 57.89
Pinnacle West Capital Corporation (PNW) 0.04 4164 +5% 95.58
Dollar General (DG) 0.04 3333 +5% 119.41
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.04 3202 -16% 106.81
Vanguard Small-Cap Growth ETF (VBK) 0.04 2205 +14% 179.59
First Trust Mid Cap Core Alpha Fnd (FNX) 0.04 5734 -5% 66.97
First Trust Small Cap Cr AlphaDEXFd (FYX) 0.04 6185 -5% 61.76
iShares Lehman MBS Bond Fund (MBB) 0.04 3028 -10% 106.34
iShares MSCI ACWI Index Fund (ACWI) 0.04 4391 NEW 72.19
iShares MSCI Canada Index (EWC) 0.04 14463 NEW 27.66
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.04 3304 +9% 105.93
WisdomTree Dividend ex-Fin Fund (DTN) 0.04 4476 85.57
SPDR S&P; International Small Cap (GWX) 0.04 10408 +2% 30.36
First Trust DB Strateg Val Idx Fnd (FDV) 0.04 6561 +7% 53.96
iShares Lehman Short Treasury Bond (SHV) 0.04 2869 NEW 110.49
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.04 6251 +7% 59.67
SPDR S&P; World ex-US (GWL) 0.04 13024 -12% 29.18
SPDR DJ Wilshire Small Cap (SLY) 0.04 5328 66.63
Nuveen Mtg opportunity term fd 0.04 16846 -6% 23.27
Schwab U S Broad Market ETF (SCHB) 0.04 5896 -15% 68.01
Delaware Invt Nat Muni Inc F sh ben int 0.04 31386 +18% 12.68
Te Connectivity Ltd for 0.04 4792 +5% 80.76
Mosaic Co New 0.04 12618 +10% 27.34
First Tr Exch Trd Alpha Fd I dev mrk ex us 0.04 6902 +8% 54.33
First Tr Exch Trd Alphadex mid cp gr alph 0.04 8759 NEW 43.16
Mondelez Int 0.04 6448 -6% 49.94
Wright Express 0.04 2044 191.78
Fidelity msci finls idx 0.04 8363 +3% 37.55
Fidelity msci utils index 0.04 8242 +6% 38.34
Anthem 0.04 1116 NEW 286.74
Ishares Msci Japan 0.04 6885 -35% 54.76
Bancorpsouth Bank 0.04 12118 +7% 28.22
Invesco Actively Managd Etf optimum yield 0.04 19700 -7% 16.60
Invesco Cef Income Composite Etf 0.04 17125 -2% 22.13
Invesco S&p Smallcap Low Volatility Etf 0.04 7624 -11% 46.96
Invesco Exchange Traded Fd Tr etf 0.04 19054 NEW 17.84
Invesco Exchange Traded Fd T dynmc phrmctls 0.04 5944 65.11
Invesco Curncyshs Japanese Y japanese yen 0.04 4483 NEW 86.10
American Express Company (AXP) 0.03 2435 +9% 109.24
Cardinal Health (CAH) 0.03 4739 NEW 48.11
Cullen/Frost Bankers (CFR) 0.03 2697 +3% 97.14
Microchip Technology (MCHP) 0.03 3009 83.08
Morgan Stanley (MS) 0.03 7212 -28% 42.15
International Paper Company (IP) 0.03 5576 NEW 46.27
Nokia Corporation (NOK) 0.03 39620 NEW 5.73
Masco Corporation (MAS) 0.03 7051 39.29
Tyson Foods (TSN) 0.03 4015 -32% 69.49
Occidental Petroleum Corporation (OXY) 0.03 3439 -20% 66.30
Accenture 0.03 1528 NEW 176.05
Dollar Tree (DLTR) 0.03 2156 NEW 104.82
AutoZone (AZO) 0.03 263 NEW 1022.81
Xcel Energy (XEL) 0.03 4848 56.31
Vanguard Intermediate-Term Bond ETF (BIV) 0.03 3556 -18% 83.80
Zimmer Holdings (ZMH) 0.03 2350 127.66
Edison International (EIX) 0.03 3694 61.99
Alaska Air (ALK) 0.03 5338 +5% 56.20
Iridium Communications (IRDM) 0.03 9434 NEW 26.39
CenterPoint Energy (CNP) 0.03 8581 30.65
Southwest Airlines (LUV) 0.03 5712 51.82
MetLife (MET) 0.03 7161 NEW 42.59
ABB (ABB) 0.03 13375 +11% 18.84
Celgene Corporation (CELG) 0.03 2720 NEW 94.49
Ciena Corporation (CIEN) 0.03 7158 NEW 37.30
Novagold Resources Inc Cad Com 0.03 56100 -6% 4.17
PAN AMERICAN SILVER CORP CAN Com 0.03 20000 13.25
iShares Russell Midcap Index Fund (IWR) 0.03 5265 53.94
ONEOK (OKE) 0.03 3495 NEW 69.81
WisdomTree Emerging Mkts Small Cp Div Fd (DGS) 0.03 5870 47.19
Vanguard FTSE All-World ex-US ETF (VEU) 0.03 4692 -56% 50.09
Alerian Mlp Etf(amlp) 0.03 23185 NEW 10.05
Vanguard Mid-Cap Value ETF (VOE) 0.03 2285 +2% 108.10
WisdomTree MidCap Earnings Fund (EZM) 0.03 7200 39.31
First Tr Exchange Traded Fd dj glbl divid 0.03 11665 NEW 23.32
Vanguard Admiral Fds Inc cmn 0.03 2105 +6% 127.32
Vanguard Star Fd Intl Stk Idxf 0.03 5806 -13% 51.84
Expedia 0.03 2325 -20% 119.14
Ishares Inc em mkt min vol 0.03 5055 59.35
Gw Pharmaceuticals Plc ads 0.03 1539 NEW 168.29
Dreyfus Mun Bd Infrastructure Fd Inc Shs 0.03 20058 12.96
Kraneshares Tr csi chi internet 0.03 5138 NEW 47.10
Twitter 0.03 8831 -64% 32.84
Fidelity msci energy idx 0.03 15217 18.07
Crown Castle Intl 0.03 1762 NEW 128.26
Fidelity Bond Etf 0.03 4938 NEW 50.02
Eversource Energy 0.03 4082 71.04
Virtu Financial Inc Class A 0.03 10471 +12% 23.78
Welltower Inc Com reit 0.03 3282 -11% 77.70
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 0.03 4677 -81% 49.18
Verso Corp cl a 0.03 11416 NEW 21.46
Fidelity divid etf risi 0.03 8875 +15% 31.55
Broadcom Ltd 0.03 910 NEW 301.10
Evergy Inc 0.03 4493 58.09
Pza etf 0.03 10447 -15% 25.65
Invesco Exchng Traded Fd Tr fndmntl hy crp 0.03 12418 18.68
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income 0.03 4474 NEW 50.29
Cigna Corp New 0.03 1931 -39% 161.06
BlackRock (BLK) 0.02 473 NEW 427.06
Principal Financial (PFG) 0.02 4107 NEW 50.16
Snap-on Incorporated (SNA) 0.02 1354 -32% 156.57
Zebra Technologies (ZBRA) 0.02 1041 NEW 209.41
Charles River Laboratories (CRL) 0.02 1434 NEW 145.05
Hanesbrands (HBI) 0.02 10181 NEW 17.88
Emerson Electric (EMR) 0.02 3210 NEW 68.54
Campbell Soup Company (CPB) 0.02 5299 NEW 38.12
Air Products & Chemicals (APD) 0.02 1084 -13% 190.96
AEGON N.V. (AEG) 0.02 35766 NEW 4.78
Jones Lang LaSalle Incorporated (JLL) 0.02 1446 NEW 154.22
Ares Capital Corporation (ARCC) 0.02 12042 NEW 17.11
Cheniere Energy (LNG) 0.02 3037 NEW 68.49
NorthWestern Corporation (NWE) 0.02 2889 NEW 70.27
Abraxas Petroleum (AXAS) 0.02 154745 NEW 1.25
Iamgold Corp 0.02 50000 NEW 3.48
Manulife Finl Corp 0.02 11646 NEW 16.92
SPDR S&P; Dividend (SDY) 0.02 2094 NEW 99.33
VirnetX Holding Corporation (VHC) 0.02 29860 NEW 6.33
iShares MSCI EAFE Growth Index (EFG) 0.02 2659 NEW 77.47
Nuveen Muni Value Fund (NUV) 0.02 19353 NEW 10.02
Eaton Vance Floating-Rate Income Trust (EFT) 0.02 10951 NEW 13.15
Eaton Vance Limited Duration Income Fund (EVV) 0.02 14010 NEW 12.63
Pimco Income Strategy Fund (PFL) 0.02 13297 NEW 11.51
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.02 18646 NEW 8.53
Sprott Physical Gold Trust (PHYS) 0.02 15177 NEW 10.48
BlackRock Insured Municipal Income Trust (BYM) 0.02 15218 NEW 13.41
First Tr Energy Infrastrctr 0.02 11829 NEW 15.81
First Tr Exchange-traded Fd no amer energy 0.02 8190 NEW 24.79
First Tr Exchange Traded Fd multi asset di 0.02 10336 NEW 18.38
D First Tr Exchange-traded Fd 0.02 10581 NEW 19.09
Catchmark Timber Tr Inc cl a 0.02 19020 NEW 9.83
Tegna Inc Com stock 0.02 10004 NEW 14.09
Vareit, Inc reits 0.02 20840 NEW 8.35
Fidelity low volity etf 0.02 6239 NEW 33.98
Canopy Gro 0.02 4640 NEW 43.32
Welbilt 0.02 11744 NEW 16.35
Biofrontera Ag sponsored ads 0.02 13388 NEW 12.03
Coeur d'Alene Mines Corporation (CDE) 0.01 30000 NEW 4.07
Ferrellgas Partners (FGP) 0.01 40969 NEW 1.32
Kinross Gold Corp New 0.01 20000 NEW 3.45
Silvercorp Metals Inc 0.01 20000 NEW 2.55
Templeton Global Income Fund (GIM) 0.01 12485 NEW 6.33
Kandi Technolgies (KNDI) 0.01 23700 NEW 5.61
First Majestic Silver Corp 0.01 10166 NEW 6.59
Dreyfus Strategic Muni. (LEO) 0.01 10591 NEW 7.93
Sprott Physical Silver Tr tr unit 0.01 16192 NEW 5.56
Cbre Clarion Global Real Estat re 0.01 12684 NEW 7.49
Biomarin Pharmaceutical Inc note 1.500%10/1 0.01 57000 NEW 1.14
Verint Sys Inc note 1.5% 6/1 0.01 90000 NEW 1.10
Prospect Capital Corp conv 0.01 68000 NEW 1.00
Agrofresh Solutions 0.01 23767 NEW 3.32
Veeco Instrs Inc Del note 2.700% 1/1 0.01 65000 NEW 0.86
Rite Aid Corporation (RAD) 0.00 17615 NEW 0.62
Inuvo (INUV) 0.00 22900 NEW 1.22
Credit Suisse High Yield Bond Fund (DHY) 0.00 11787 NEW 2.46
Neoprobe 0.00 65484 NEW 0.14
Weatherford Intl Plc ord shs 0.00 21000 NEW 0.71
Mannkind 0.00 10875 NEW 1.93
Prospect Capital Corporation conb 0.00 14000 NEW 1.00

Past 13F-HR SEC Filings by Sowell Financial Services

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