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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, NVDA, QQQ, SPY, IVV, and represent 13.41% of Sowell Financial Services's stock portfolio.
Added to shares of these 10 stocks: AGGH (+$24M), IWS (+$6.2M), APD (+$5.3M), FLDR, FTGC, XIJN, SPY, UBER, META, VOO.
Started 94 new stock positions in GPC, CF, BETA, BCPC, DINO, BEN, ADM, BLCR, PIPR, EIX.
Reduced shares in these 10 stocks: BOND (-$24M), IWP (-$7.5M), DYNF (-$7.2M), PHYS (-$6.3M), SLV (-$6.0M), IAU, IVV, IWF, LNG, SSO.
Sold out of its positions in ARKK, AYI, AEG, A, ARES, AstraZeneca, BBAI, MUE, BRO, Cadence Bank.
Sowell Financial Services was a net buyer of stock by $29M.
Sowell Financial Services has $2.7B in assets under management (AUM), dropping by -0.67%.
Central Index Key (CIK): 0001633697

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Portfolio Holdings for Sowell Financial Services

Sowell Financial Services holds 1123 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Sowell Financial Services has 1123 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sowell Financial Services March 31, 2026 positions
Download the Sowell Financial Services March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.0	$108M		426k	253.79	View chart
NVIDIA Corporation (NVDA)	2.6	$70M		402k	174.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$70M		121k	577.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.1	$58M	+5%	89k	650.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$57M	-5%	88k	653.21	View chart
Microsoft Corporation (MSFT)	2.0	$55M	+3%	150k	370.17	View chart
Amazon (AMZN)	1.7	$46M	+4%	221k	208.27	View chart
Two Rds Shared Tr Affinity World (WLDR)	1.5	$40M		1.1M	37.19	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.3	$36M	+3%	720k	50.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.2	$34M	+2%	176k	191.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$29M	+2%	60k	479.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$28M		98k	287.56	View chart
Advisors Inner Circle Fd Iii Rayliant Wilshir (RWLC)	1.0	$26M	+6%	808k	31.86	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.9	$24M	NEW	1.2M	20.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$24M	+5%	242k	99.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$22M	+2%	244k	90.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$22M		76k	286.86	View chart
JPMorgan Chase & Co. (JPM)	0.7	$20M		68k	294.16	View chart
Meta Platforms Cl A (META)	0.7	$19M	+14%	34k	572.13	View chart
Costco Wholesale Corporation (COST)	0.7	$19M	+4%	19k	996.41	View chart
Exxon Mobil Corporation (XOM)	0.7	$18M	-5%	107k	169.66	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$18M	+5%	359k	50.61	View chart
Wal-Mart Stores (WMT)	0.6	$17M		140k	124.28	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.6	$17M	+11%	45k	383.40	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.6	$17M	+2%	883k	19.41	View chart
Mastercard Incorporated Cl A (MA)	0.6	$17M	-3%	34k	499.65	View chart
Broadcom (AVGO)	0.6	$16M	-2%	53k	309.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$16M	+17%	27k	597.56	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$16M	+13%	209k	76.54	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$16M	+9%	80k	196.20	View chart
Chevron Corporation (CVX)	0.6	$15M	-2%	74k	206.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$15M	-4%	35k	436.79	View chart
Johnson & Johnson (JNJ)	0.5	$15M		60k	244.44	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$14M	-24%	154k	88.16	View chart
Tesla Motors (TSLA)	0.5	$13M		36k	371.75	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$13M	-13%	132k	100.66	View chart
Caterpillar (CAT)	0.5	$13M		19k	708.47	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$13M	+3%	124k	103.37	View chart
Visa Com Cl A (V)	0.5	$13M	+7%	42k	302.24	View chart
Bank of America Corporation (BAC)	0.4	$12M		238k	48.75	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.4	$11M	-9%	395k	28.75	View chart
Palantir Technologies Cl A (PLTR)	0.4	$11M	+5%	77k	146.28	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$11M		84k	132.90	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.4	$11M	+20%	268k	41.32	View chart
Coca-Cola Company (KO)	0.4	$11M		145k	76.05	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$10M	+6%	44k	237.62	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$10M	+6%	228k	45.12	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$10M	-37%	148k	68.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$9.9M	-22%	23k	426.40	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$9.9M		140k	70.91	View chart
Abbvie (ABBV)	0.4	$9.7M	-5%	45k	217.49	View chart
Oneok (OKE)	0.4	$9.7M	+2%	107k	90.39	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$9.6M	-2%	104k	92.74	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$9.6M	-2%	138k	69.75	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	0.3	$9.3M	+3%	190k	49.15	View chart
Cisco Systems (CSCO)	0.3	$9.2M	+6%	119k	77.59	View chart
International Business Machines (IBM)	0.3	$9.1M	+2%	37k	242.39	View chart
Merck & Co (MRK)	0.3	$9.0M	+3%	75k	120.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$8.6M		30k	287.18	View chart
Verizon Communications (VZ)	0.3	$8.4M	-4%	167k	50.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$8.2M	-3%	33k	248.00	View chart
Wells Fargo & Company (WFC)	0.3	$8.2M	-2%	103k	79.61	View chart
Uber Technologies (UBER)	0.3	$8.0M	+52%	111k	71.93	View chart
Starbucks Corporation (SBUX)	0.3	$7.9M	-3%	88k	89.59	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$7.8M	-5%	17k	463.18	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$7.7M	-23%	61k	125.13	View chart
United Parcel Svcs CL B (UPS)	0.3	$7.6M	-6%	78k	98.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$7.6M	+15%	24k	320.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$7.6M	+2%	103k	73.64	View chart
McDonald's Corporation (MCD)	0.3	$7.5M	+2%	24k	310.79	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.3	$7.4M	+156%	149k	50.05	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$7.4M	+525%	51k	145.74	View chart
Philip Morris International (PM)	0.3	$7.3M		44k	165.34	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$7.2M	+3%	375k	19.30	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$7.2M	-10%	87k	82.75	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.3	$7.2M	+8%	712k	10.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$7.1M	-2%	33k	215.06	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$7.0M	-8%	33k	213.67	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$6.8M		20k	337.94	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$6.7M	+7%	362k	18.66	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$6.7M		57k	118.45	View chart
Morgan Stanley Com New (MS)	0.2	$6.7M	+31%	41k	164.57	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$6.6M	-4%	50k	133.19	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$6.5M	-5%	67k	97.13	View chart
Home Depot (HD)	0.2	$6.5M		20k	328.89	View chart
Air Products & Chemicals (APD)	0.2	$6.5M	+414%	23k	290.50	View chart
Netflix (NFLX)	0.2	$6.5M	+8%	68k	96.15	View chart
Pepsi (PEP)	0.2	$6.5M		42k	155.29	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.2	$6.5M	+2%	231k	28.14	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$6.5M	-2%	75k	86.69	View chart
Altria (MO)	0.2	$6.5M		98k	65.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$6.4M	+2%	52k	124.31	View chart
Howard Hughes Holdings (HHH)	0.2	$6.4M	+21%	102k	63.26	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$6.4M	+2%	151k	42.22	View chart
Eli Lilly & Co. (LLY)	0.2	$6.3M	+8%	6.9k	919.77	View chart
Boeing Company (BA)	0.2	$6.3M	+2%	32k	199.03	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$6.1M		157k	38.86	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$6.0M	+4%	55k	109.69	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$5.9M	-6%	116k	50.62	View chart
Amphenol Corp Cl A (APH)	0.2	$5.9M	-3%	47k	126.35	View chart
3M Company (MMM)	0.2	$5.8M	+2%	40k	145.23	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$5.7M		160k	35.53	View chart
Procter & Gamble Company (PG)	0.2	$5.6M	+6%	39k	144.44	View chart
At&t (T)	0.2	$5.5M	-15%	191k	28.99	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$5.5M		38k	144.71	View chart
Goldman Sachs (GS)	0.2	$5.4M	+4%	6.3k	845.98	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$5.3M		47k	113.11	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$5.3M	+2%	93k	56.79	View chart
Micron Technology (MU)	0.2	$5.3M	+49%	16k	337.84	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$5.2M	+3%	14k	370.69	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$5.2M	-24%	105k	49.37	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$5.2M	+2%	31k	165.70	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$5.1M	+3%	212k	24.24	View chart
Pfizer (PFE)	0.2	$5.0M	-4%	179k	28.08	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$5.0M	-4%	15k	328.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$4.9M		192k	25.64	View chart
Listed Fds Tr Alexis Practical (LEXI)	0.2	$4.9M		139k	35.24	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$4.9M		33k	146.61	View chart
Advanced Micro Devices (AMD)	0.2	$4.7M	+2%	23k	203.43	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$4.7M	-26%	62k	75.09	View chart
Ford Motor Company (F)	0.2	$4.7M	+26%	404k	11.54	View chart
Silver Spike Investment Corp (LIEN)	0.2	$4.6M	+3%	493k	9.34	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$4.6M	+3%	181k	25.33	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.2	$4.6M	+13%	103k	44.35	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$4.6M	+14%	81k	56.68	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$4.5M		186k	24.24	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$4.5M	+3%	193k	23.26	View chart
Woodward Governor Company (WWD)	0.2	$4.5M		13k	357.91	View chart
Raytheon Technologies Corp (RTX)	0.2	$4.4M	+11%	23k	192.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.4M	+3%	30k	148.10	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.2	$4.3M	+46%	48k	89.59	View chart
Qualcomm (QCOM)	0.2	$4.3M		33k	128.78	View chart
Spdr Series Trust State Street Spd (SJNK)	0.2	$4.3M		172k	24.98	View chart
Walt Disney Company (DIS)	0.2	$4.3M	-8%	44k	96.38	View chart
Duke Energy Corp Com New (DUK)	0.2	$4.3M	-2%	33k	130.94	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.2	$4.3M		56k	75.65	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$4.2M	+83%	105k	40.47	View chart
Lam Research Corp Com New (LRCX)	0.2	$4.2M	+2%	20k	213.66	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.2	$4.2M		90k	46.60	View chart
American Express Company (AXP)	0.2	$4.2M	+14%	14k	302.47	View chart
Tyson Foods Cl A (TSN)	0.2	$4.2M	+8%	65k	64.07	View chart
Bristol Myers Squibb (BMY)	0.2	$4.1M	+3%	68k	60.65	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$4.1M	+2%	38k	108.99	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$4.1M	+6%	179k	22.91	View chart
Applied Materials (AMAT)	0.2	$4.1M		12k	341.80	View chart
Kla Corp Com New (KLAC)	0.2	$4.1M	-32%	2.8k	1472.38	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$4.1M	+88%	83k	48.93	View chart
Dell Technologies CL C (DELL)	0.1	$4.1M	+14%	25k	164.13	View chart
Kroger (KR)	0.1	$4.0M	+8%	56k	72.36	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$4.0M		25k	161.73	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$4.0M	-17%	66k	61.26	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.1	$4.0M		156k	25.65	View chart
Amgen (AMGN)	0.1	$4.0M	-3%	11k	351.86	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.0M	+20%	6.6k	604.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.9M	+28%	128k	30.68	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$3.9M	+5%	19k	211.15	View chart
Spdr Series Trust State Street Spd (FLRN)	0.1	$3.9M	-2%	126k	30.78	View chart
Goldman Sachs Etf Tr Marketbeta Intl (GSID)	0.1	$3.9M	+128%	56k	69.89	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$3.8M	+6%	141k	27.23	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$3.8M	NEW	133k	28.71	View chart
Ge Vernova (GEV)	0.1	$3.8M	+60%	4.4k	872.80	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$3.7M	+40%	12k	313.80	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$3.7M	+7%	77k	47.88	View chart
Ge Aerospace Com New (GE)	0.1	$3.7M	+89%	13k	283.76	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.1	$3.6M		70k	50.95	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$3.6M		104k	34.55	View chart
FirstEnergy (FE)	0.1	$3.6M	-7%	71k	50.66	View chart
Goldman Sachs Etf Tr Marketbeta Russ (GGUS)	0.1	$3.5M	+40%	61k	57.98	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$3.5M	+5%	15k	239.99	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$3.5M	+6%	5.7k	616.73	View chart
MetLife (MET)	0.1	$3.5M		49k	70.72	View chart
Dow (DOW)	0.1	$3.5M		84k	41.65	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$3.5M	-6%	107k	32.43	View chart
Flaherty & Crumrine/Claymore Total Retur (FLC)	0.1	$3.4M		208k	16.60	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$3.4M	+17%	172k	19.92	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$3.4M	+7%	34k	100.19	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.1	$3.4M	+14%	73k	46.44	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$3.4M		49k	69.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$3.4M	-5%	50k	67.53	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.1	$3.4M	+17%	106k	31.50	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$3.3M		66k	50.95	View chart
Royal Caribbean Cruises (RCL)	0.1	$3.3M		12k	275.17	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$3.3M	+18%	67k	49.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$3.3M		51k	64.08	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$3.2M		27k	118.51	View chart
Axon Enterprise (AXON)	0.1	$3.2M	+3%	7.6k	424.69	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$3.2M	+13%	70k	45.65	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$3.2M	+15%	124k	25.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.2M	-17%	7.3k	430.30	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$3.1M	+3%	8.6k	367.43	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$3.1M	-6%	140k	22.49	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$3.1M		69k	45.62	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$3.1M	+2%	64k	48.32	View chart
Hershey Company (HSY)	0.1	$3.1M	+4%	15k	207.89	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$3.1M	+2%	68k	44.62	View chart
Cardinal Health (CAH)	0.1	$3.0M	-5%	14k	211.31	View chart
Lowe's Companies (LOW)	0.1	$3.0M	+5%	13k	236.27	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.0M	-2%	31k	97.23	View chart
Technipfmc (FTI)	0.1	$3.0M	-15%	44k	69.13	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$3.0M	-5%	36k	83.43	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$3.0M	-11%	14k	215.98	View chart
Allstate Corporation (ALL)	0.1	$3.0M		14k	207.34	View chart
Enterprise Products Partners (EPD)	0.1	$2.9M		78k	37.84	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIJN)	0.1	$2.9M	NEW	95k	30.72	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$2.9M	+16%	49k	59.55	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$2.9M		40k	71.61	View chart
General Mills (GIS)	0.1	$2.9M	+7%	78k	37.22	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$2.9M	+22%	63k	45.80	View chart
ConocoPhillips (COP)	0.1	$2.8M	+7%	22k	132.00	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$2.8M		93k	30.12	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$2.8M	-3%	45k	61.00	View chart
Realty Income (O)	0.1	$2.7M	+2%	45k	61.18	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$2.7M	+24%	30k	91.64	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$2.7M	+19%	104k	26.30	View chart
Prologis (PLD)	0.1	$2.7M	-6%	21k	132.18	View chart
Phibro Animal Health Corp Cl A Com (PAHC)	0.1	$2.7M		49k	55.31	View chart
Nextera Energy (NEE)	0.1	$2.7M		29k	92.88	View chart
Entergy Corporation (ETR)	0.1	$2.7M	+2%	24k	112.36	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$2.7M	-48%	52k	51.88	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.6M	+7%	33k	79.27	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.6M	+3%	19k	138.32	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.1	$2.6M	+7%	50k	52.45	View chart
Universal Insurance Holdings (UVE)	0.1	$2.6M	+8%	77k	34.16	View chart
Markel Corporation (MKL)	0.1	$2.6M		1.4k	1914.10	View chart
CVS Caremark Corporation (CVS)	0.1	$2.6M		36k	71.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.6M	-3%	14k	191.92	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$2.6M		31k	82.49	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.6M		17k	151.41	View chart
Valero Energy Corporation (VLO)	0.1	$2.6M	-11%	10k	247.09	View chart
Advisors Inner Circle Fd Iii Rayliant Wilshir (RWEM)	0.1	$2.6M	+31%	88k	29.09	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.6M		33k	78.41	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$2.5M	+142%	50k	50.81	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$2.5M	-2%	19k	135.72	View chart
Palo Alto Networks (PANW)	0.1	$2.5M	+19%	16k	160.32	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$2.5M	+37%	115k	21.89	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.5M	+8%	48k	52.56	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$2.5M	+19%	45k	55.24	View chart
Public Storage (PSA)	0.1	$2.5M	+5%	9.1k	270.88	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$2.4M		49k	50.34	View chart
Honeywell International (HON)	0.1	$2.4M	-2%	11k	226.04	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$2.4M	-4%	46k	52.85	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.4M	-12%	33k	74.35	View chart
FedEx Corporation (FDX)	0.1	$2.4M	-3%	6.8k	356.16	View chart
McKesson Corporation (MCK)	0.1	$2.4M	-12%	2.8k	865.22	View chart
Tapestry (TPR)	0.1	$2.4M	-23%	17k	141.11	View chart
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP)	0.1	$2.4M	+14%	91k	26.15	View chart
Clorox Company (CLX)	0.1	$2.4M	+8%	23k	103.63	View chart
Oracle Corporation (ORCL)	0.1	$2.4M	+11%	16k	147.11	View chart
Newmont Mining Corporation (NEM)	0.1	$2.4M	-33%	22k	108.25	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$2.4M	-4%	26k	91.52	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 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
Sowell Financial Services 2022 Q2 filed Aug. 15, 2022

View all past filings

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