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, MSFT, QQQ, and represent 14.17% of Sowell Financial Services's stock portfolio.
- Added to shares of these 10 stocks: QQQM (+$7.9M), MINT (+$5.3M), HUM, BRK.A, DFAC, ELF, JAAA, BUFD, TNK, AVGO.
- Started 332 new stock positions in VSGX, PPA, TXN, PTY, AWK, ED, GS, ZTS, Prospect Capital Corporation note, IGSB.
- Reduced shares in these 10 stocks: JPST (-$53M), SLV (-$18M), AAPL (-$18M), WMT (-$17M), SCHD (-$12M), , AGG (-$12M), GLD (-$11M), QQQ (-$8.9M), MSFT (-$8.2M).
- Sold out of its positions in AGNC, ARKF, ALLY, DIVO, SWAN, BXMT, BST, HRB, CTRA, DVA.
- Sowell Financial Services was a net seller of stock by $-318M.
- Sowell Financial Services has $1.3B in assets under management (AUM), dropping by -16.11%.
- Central Index Key (CIK): 0001633697
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Portfolio Holdings for Sowell Financial Services
Sowell Financial Services holds 759 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Sowell Financial Services has 759 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Sowell Financial Services March 31, 2023 positions
- Download the Sowell Financial Services March 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 4.0 | $52M | -25% | 315k | 164.90 |
|
| Ishares Tr Etf (IVV) | 3.5 | $45M | -13% | 109k | 411.08 |
|
| Walmart Stock (WMT) | 2.4 | $31M | -35% | 207k | 147.45 |
|
| Microsoft Corp Stock (MSFT) | 2.3 | $30M | -21% | 104k | 288.30 |
|
| Invesco Qqq Tr Reit (QQQ) | 2.0 | $26M | -25% | 82k | 320.93 |
|
| Berkshire Hathaway Inc Del Stock (BRK.B) | 1.4 | $18M | -8% | 59k | 308.77 |
|
| Amazon Stock (AMZN) | 1.4 | $18M | -17% | 171k | 103.29 |
|
| Vanguard Index Fds Etf (VOO) | 1.2 | $15M | -18% | 40k | 376.06 |
|
| Vanguard Index Fds Stock (VTI) | 1.1 | $15M | -15% | 72k | 204.10 |
|
| Two Rds Shared Tr Stock (WLDR) | 1.1 | $14M | -9% | 571k | 24.65 |
|
| Exxon Mobil Corp Stock (XOM) | 1.0 | $13M | -14% | 122k | 109.66 |
|
| J P Morgan Exchange Traded F Etf (JPST) | 1.0 | $13M | -80% | 259k | 50.32 |
|
| Spdr S&p 500 Etf Tr Etf (SPY) | 1.0 | $13M | -14% | 31k | 409.38 |
|
| Pimco Etf Tr Etf (STPZ) | 0.9 | $12M | +2% | 226k | 51.04 |
|
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| Chevron Corp Stock (CVX) | 0.8 | $9.9M | -29% | 61k | 163.15 |
|
| Coca Cola Stock (KO) | 0.8 | $9.8M | -14% | 158k | 62.03 |
|
| Invesco Exch Traded Fd Tr Ii Etf (SPLV) | 0.7 | $9.3M | +3% | 150k | 62.40 |
|
| Pimco Etf Tr Etf (MINT) | 0.7 | $9.3M | +132% | 94k | 99.25 |
|
| Ishares Tr Etf (QUAL) | 0.7 | $9.3M | +5% | 75k | 124.06 |
|
| Johnson & Johnson Stock (JNJ) | 0.7 | $8.6M | -27% | 56k | 155.00 |
|
| Nvidia Corporation Stock (NVDA) | 0.7 | $8.5M | -33% | 31k | 277.77 |
|
| Verizon Communications Stock (VZ) | 0.6 | $8.3M | -34% | 214k | 38.89 |
|
| Ishares Tr Etf (IWF) | 0.6 | $8.2M | +5% | 33k | 244.34 |
|
| Starbucks Corp Stock (SBUX) | 0.6 | $8.1M | -10% | 78k | 104.13 |
|
| Invesco Exch Traded Fd Tr Ii Cef (QQQM) | 0.6 | $7.9M | NEW | 60k | 132.01 |
|
| Invesco Exch Traded Fd Tr Ii Cef (PGHY) | 0.6 | $7.8M | 406k | 19.23 |
|
|
| Spdr Index Shs Fds Etf (QEFA) | 0.6 | $7.7M | +4% | 112k | 69.32 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.6 | $7.6M | -15% | 59k | 130.31 |
|
| First Tr Exchange-traded Etf (FTSM) | 0.6 | $7.3M | +11% | 123k | 59.51 |
|
| Bank America Corp Stock (BAC) | 0.6 | $7.2M | -15% | 252k | 28.60 |
|
| United Parcel Service Stock (UPS) | 0.5 | $7.1M | -47% | 37k | 193.98 |
|
| Alphabet Stock (GOOG) | 0.5 | $7.1M | -13% | 68k | 104.01 |
|
| Alphabet Stock (GOOGL) | 0.5 | $6.9M | -36% | 66k | 103.72 |
|
| Abbvie Stock (ABBV) | 0.5 | $6.8M | -26% | 43k | 159.37 |
|
| Select Sector Spdr Tr Etf (XLE) | 0.5 | $6.6M | -33% | 80k | 82.83 |
|
| Cisco Sys Stock (CSCO) | 0.5 | $6.5M | -15% | 125k | 52.27 |
|
| Merck & Co Stock (MRK) | 0.5 | $6.4M | -25% | 60k | 106.38 |
|
| Dimensional Etf Trust Etf (DFUS) | 0.5 | $6.4M | -5% | 143k | 44.43 |
|
| Flexshares Tr Etf (RAVI) | 0.5 | $6.2M | +4% | 83k | 74.80 |
|
| Boeing Stock (BA) | 0.5 | $6.2M | -19% | 29k | 212.42 |
|
| Ishares Gold Tr Etf (IAU) | 0.5 | $6.0M | +33% | 161k | 37.37 |
|
| Costco Whsl Corp Stock (COST) | 0.5 | $5.9M | -10% | 12k | 496.90 |
|
| Mastercard Incorporated Stock (MA) | 0.4 | $5.8M | -7% | 16k | 363.39 |
|
| Vanguard Index Fds Etf (VTV) | 0.4 | $5.7M | -25% | 42k | 138.12 |
|
| Spdr Gold Tr Etf (GLD) | 0.4 | $5.7M | -65% | 31k | 183.21 |
|
| Pfizer Stock (PFE) | 0.4 | $5.7M | -30% | 140k | 40.80 |
|
| Vanguard Index Fds Etf (VO) | 0.4 | $5.7M | -30% | 27k | 210.93 |
|
| Pimco Etf Tr Etf (BOND) | 0.4 | $5.6M | -23% | 61k | 92.76 |
|
| Mcdonalds Corp Stock (MCD) | 0.4 | $5.4M | -14% | 19k | 279.58 |
|
| Tesla Stock (TSLA) | 0.4 | $5.3M | -12% | 26k | 207.45 |
|
| Vanguard Bd Index Fds Etf (BND) | 0.4 | $5.2M | -21% | 70k | 73.83 |
|
| Ishares Tr Etf (IWM) | 0.4 | $5.1M | 28k | 178.39 |
|
|
| Visa Stock (V) | 0.4 | $5.1M | -19% | 23k | 225.44 |
|
| Dimensional Etf Trust Etf (DFCF) | 0.4 | $4.9M | 116k | 42.50 |
|
|
| Blackrock Cr Allocation Inco Stock (BTZ) | 0.4 | $4.9M | +2% | 473k | 10.29 |
|
| Pepsico Stock (PEP) | 0.4 | $4.9M | +6% | 27k | 182.30 |
|
| Ishares Tr Etf (IJS) | 0.4 | $4.8M | +10% | 51k | 93.60 |
|
| Nushares Etf Tr Etf (NUSC) | 0.4 | $4.8M | -2% | 135k | 35.41 |
|
| Energy Transfer Stock (ET) | 0.4 | $4.6M | -17% | 372k | 12.47 |
|
| At&t Stock (T) | 0.4 | $4.6M | -38% | 240k | 19.25 |
|
| General Mls Stock (GIS) | 0.4 | $4.5M | -19% | 53k | 85.46 |
|
| First Tr Value Line Divid In Etf (FVD) | 0.3 | $4.5M | +6% | 113k | 40.16 |
|
| Select Sector Spdr Tr Etf (XLK) | 0.3 | $4.4M | -27% | 29k | 150.99 |
|
| Humana Stock (HUM) | 0.3 | $4.4M | NEW | 9.1k | 485.50 |
|
| Philip Morris Intl Stock (PM) | 0.3 | $4.4M | -23% | 45k | 97.24 |
|
| Altria Group Stock (MO) | 0.3 | $4.4M | -13% | 98k | 44.62 |
|
| Dimensional Etf Trust Etf (DFAC) | 0.3 | $4.3M | +815% | 171k | 25.48 |
|
| Janus Detroit Str Tr Etf (VNLA) | 0.3 | $4.3M | 90k | 47.75 |
|
|
| Vanguard Bd Index Fds Etf (BIV) | 0.3 | $4.2M | 55k | 76.74 |
|
|
| Kraft Heinz Stock (KHC) | 0.3 | $4.2M | -16% | 109k | 38.67 |
|
| Berkshire Hathaway Inc Del Stock (BRK.A) | 0.3 | $4.2M | NEW | 9.00 | 465555.56 |
|
| Unitedhealth Group Stock (UNH) | 0.3 | $4.1M | -33% | 8.8k | 472.64 |
|
| Disney Walt Stock (DIS) | 0.3 | $4.0M | -29% | 40k | 100.13 |
|
| Qualcomm Stock (QCOM) | 0.3 | $3.9M | -31% | 31k | 127.59 |
|
| Vanguard Index Fds Etf (VB) | 0.3 | $3.9M | -39% | 21k | 189.58 |
|
| J P Morgan Exchange Traded F Etf (JEPI) | 0.3 | $3.8M | +4% | 69k | 54.60 |
|
| Dow Stock (DOW) | 0.3 | $3.8M | -17% | 68k | 54.83 |
|
| Ishares Tr Etf (IWD) | 0.3 | $3.7M | +101% | 25k | 152.28 |
|
| First Tr Exchange-traded Etf (FTSL) | 0.3 | $3.7M | 82k | 45.24 |
|
|
| E L F Beauty Stock (ELF) | 0.3 | $3.7M | NEW | 45k | 82.36 |
|
| Vanguard Index Fds Etf (VBR) | 0.3 | $3.7M | +3% | 23k | 158.77 |
|
| Wells Fargo Stock (WFC) | 0.3 | $3.7M | -35% | 98k | 37.38 |
|
| Procter And Gamble Stock (PG) | 0.3 | $3.6M | -22% | 25k | 148.69 |
|
| Netflix Etf (NFLX) | 0.3 | $3.6M | -5% | 11k | 345.47 |
|
| Janus Detroit Str Tr Stock (JAAA) | 0.3 | $3.6M | NEW | 72k | 49.51 |
|
| Ishares Tr Etf (ICSH) | 0.3 | $3.5M | +5% | 70k | 50.24 |
|
| Vanguard Whitehall Fds Etf (VYM) | 0.3 | $3.5M | +12% | 33k | 105.48 |
|
| Spdr Ser Tr Etf (BIL) | 0.3 | $3.5M | +55% | 38k | 91.83 |
|
| International Business Machs Stock (IBM) | 0.3 | $3.5M | -18% | 27k | 131.09 |
|
| First Tr Exchng Traded Fd Vi Etf (BUFD) | 0.3 | $3.5M | NEW | 170k | 20.43 |
|
| Home Depot Stock (HD) | 0.3 | $3.3M | -35% | 11k | 295.10 |
|
| Clorox Co Del Stock (CLX) | 0.3 | $3.3M | -11% | 21k | 158.23 |
|
| Teekay Tankers Stock (TNK) | 0.3 | $3.3M | NEW | 77k | 42.93 |
|
| Ishares Etf (IEMG) | 0.2 | $3.2M | -18% | 66k | 48.79 |
|
| Broadcom Stock (AVGO) | 0.2 | $3.2M | NEW | 5.0k | 641.55 |
|
| 3M Stock (MMM) | 0.2 | $3.2M | -15% | 31k | 105.10 |
|
| Spdr Dow Jones Indl Average Etf (DIA) | 0.2 | $3.2M | NEW | 9.6k | 332.61 |
|
| Ishares Tr Etf (IJR) | 0.2 | $3.2M | -51% | 33k | 96.69 |
|
| Intel Corp Stock (INTC) | 0.2 | $3.1M | -21% | 95k | 32.67 |
|
| Meta Platforms Stock (META) | 0.2 | $3.1M | -46% | 15k | 211.92 |
|
| Flaherty & Crumrine Total Re Stock (FLC) | 0.2 | $3.1M | -2% | 211k | 14.70 |
|
| Tyson Foods Stock (TSN) | 0.2 | $3.1M | -26% | 52k | 59.32 |
|
| Metlife Stock (MET) | 0.2 | $3.1M | -21% | 53k | 57.95 |
|
| Vanguard Malvern Fds Etf (VTIP) | 0.2 | $3.0M | -46% | 63k | 47.82 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $3.0M | NEW | 5.1k | 576.34 |
|
| First Tr Exchange Traded Etf (CIBR) | 0.2 | $2.9M | +346% | 69k | 42.75 |
|
| Ishares Tr Etf (DVY) | 0.2 | $2.9M | -14% | 25k | 117.19 |
|
| Select Sector Spdr Tr Etf (XLV) | 0.2 | $2.9M | +9% | 22k | 129.44 |
|
| Ishares Tr Etf (IEFA) | 0.2 | $2.8M | -43% | 43k | 66.86 |
|
| Invesco Exchange Traded Fd T Etf (RSP) | 0.2 | $2.8M | NEW | 19k | 144.64 |
|
| Spdr Ser Tr Etf (JNK) | 0.2 | $2.7M | -38% | 29k | 92.83 |
|
| First Tr Exchange-traded Etf (LMBS) | 0.2 | $2.7M | -4% | 57k | 47.87 |
|
| Vanguard Index Fds Etf (VNQ) | 0.2 | $2.7M | -13% | 33k | 83.03 |
|
| Vanguard Bd Index Fds Etf (BSV) | 0.2 | $2.7M | -7% | 35k | 76.49 |
|
| Dimensional Etf Trust Etf (DFAU) | 0.2 | $2.7M | 94k | 28.77 |
|
|
| Dimensional Etf Trust Etf (DFIC) | 0.2 | $2.6M | +4% | 110k | 24.06 |
|
| Northern Lts Fd Tr Iv Etf (BIBL) | 0.2 | $2.6M | +34% | 83k | 31.42 |
|
| Vanguard Intl Equity Index F Etf (VEU) | 0.2 | $2.6M | -2% | 48k | 53.47 |
|
| Ishares Silver Tr Etf (SLV) | 0.2 | $2.6M | -87% | 116k | 22.12 |
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| Spdr Ser Tr Etf (SPTI) | 0.2 | $2.5M | +607% | 88k | 28.94 |
|
| Colgate Palmolive Stock (CL) | 0.2 | $2.5M | -6% | 34k | 75.15 |
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| Ford Mtr Co Del Stock (F) | 0.2 | $2.5M | -27% | 198k | 12.60 |
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| J & J Snack Foods Corp Stock (JJSF) | 0.2 | $2.5M | 17k | 148.20 |
|
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| Vanguard Tax-managed Fds Etf (VEA) | 0.2 | $2.5M | -9% | 54k | 45.17 |
|
| Lilly Eli & Co Stock (LLY) | 0.2 | $2.4M | NEW | 7.1k | 343.43 |
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| Fedex Corp Stock (FDX) | 0.2 | $2.4M | -31% | 11k | 228.50 |
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| Spdr Ser Tr Etf (SPLG) | 0.2 | $2.4M | -54% | 50k | 48.16 |
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| Proshares Tr Etf (SQQQ) | 0.2 | $2.4M | NEW | 82k | 29.36 |
|
| First Tr Nasdaq 100 Tech Ind Etf (QTEC) | 0.2 | $2.4M | -6% | 18k | 130.51 |
|
| Duke Energy Corp Stock (DUK) | 0.2 | $2.4M | -23% | 25k | 96.45 |
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| Salesforce Stock (CRM) | 0.2 | $2.4M | -30% | 12k | 199.81 |
|
| Direxion Shs Etf Tr Etf (QQQE) | 0.2 | $2.4M | NEW | 33k | 72.54 |
|
| Oneok Stock (OKE) | 0.2 | $2.3M | +4% | 37k | 63.54 |
|
| Cvs Health Corp Stock (CVS) | 0.2 | $2.3M | -46% | 31k | 74.31 |
|
| Flexshares Tr Etf (TDTT) | 0.2 | $2.3M | -2% | 94k | 24.17 |
|
| Dbx Etf Tr Etf (HYLB) | 0.2 | $2.2M | +209% | 64k | 34.76 |
|
| Ishares Tr Etf (EFG) | 0.2 | $2.2M | -7% | 24k | 93.66 |
|
| Amgen Stock (AMGN) | 0.2 | $2.2M | -48% | 9.1k | 241.74 |
|
| Spdr Ser Tr Etf (SPSB) | 0.2 | $2.2M | NEW | 74k | 29.64 |
|
| Lowes Cos Stock (LOW) | 0.2 | $2.2M | -51% | 11k | 199.98 |
|
| Ishares Tr Etf (HDV) | 0.2 | $2.2M | -36% | 22k | 101.67 |
|
| Fidelity Covington Trust Stock (FTEC) | 0.2 | $2.2M | NEW | 19k | 113.97 |
|
| Flexshares Tr Etf (GUNR) | 0.2 | $2.2M | 51k | 42.28 |
|
|
| Vanguard Intl Equity Index F Etf (VWO) | 0.2 | $2.1M | -14% | 53k | 40.40 |
|
| Enterprise Prods Partners L Stock (EPD) | 0.2 | $2.1M | -2% | 82k | 25.90 |
|
| Caterpillar Stock (CAT) | 0.2 | $2.1M | -36% | 9.2k | 228.81 |
|
| Nuveen Cr Strategies Income Stock (JQC) | 0.2 | $2.1M | +46% | 413k | 5.11 |
|
| Brookfield Infrast Partners Reit (BIP) | 0.2 | $2.1M | -4% | 62k | 33.76 |
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| Ishares Etf (EEMS) | 0.2 | $2.1M | 41k | 50.38 |
|
|
| Weyerhaeuser Co Mtn Be Stock (WY) | 0.2 | $2.0M | -23% | 68k | 30.13 |
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| Amphenol Corp Stock (APH) | 0.2 | $2.0M | -4% | 25k | 81.72 |
|
| Ishares Tr Etf (SOXX) | 0.2 | $2.0M | NEW | 4.4k | 444.64 |
|
| Schwab Strategic Tr Etf (SCHD) | 0.2 | $2.0M | -86% | 27k | 73.17 |
|
| Quanta Svcs Stock (PWR) | 0.2 | $2.0M | -5% | 12k | 166.62 |
|
| Dimensional Etf Trust Etf (DFEM) | 0.2 | $2.0M | +4% | 83k | 23.59 |
|
| First Tr Exchange-traded Etf (FTQI) | 0.1 | $1.9M | +37% | 100k | 19.37 |
|
| Unilever Adr (UL) | 0.1 | $1.9M | -31% | 37k | 51.94 |
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| Ishares Tr Etf (ILCG) | 0.1 | $1.9M | NEW | 35k | 55.36 |
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| Ishares Tr Etf (IUSB) | 0.1 | $1.9M | +5% | 42k | 46.14 |
|
| Southern Stock (SO) | 0.1 | $1.9M | -7% | 28k | 69.58 |
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| Invesco Actively Managed Etf Etf (PHDG) | 0.1 | $1.9M | -6% | 58k | 32.87 |
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| Citigroup Stock (C) | 0.1 | $1.9M | -18% | 41k | 46.90 |
|
| Select Sector Spdr Tr Etf (XLI) | 0.1 | $1.9M | -31% | 19k | 101.16 |
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| Select Sector Spdr Tr Etf (XLY) | 0.1 | $1.9M | 13k | 149.51 |
|
|
| First Tr Nas100 Eq Weighted Etf (QQEW) | 0.1 | $1.9M | NEW | 19k | 100.67 |
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| Occidental Pete Corp Stock (OXY) | 0.1 | $1.9M | +67% | 30k | 62.42 |
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| Ishares Tr Etf (IJH) | 0.1 | $1.9M | -46% | 7.5k | 250.17 |
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| Advanced Micro Devices Stock (AMD) | 0.1 | $1.9M | -8% | 19k | 97.98 |
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| Ishares Tr Etf (HYG) | 0.1 | $1.9M | -74% | 25k | 75.53 |
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| Ishares Tr Etf (IJJ) | 0.1 | $1.9M | NEW | 18k | 102.79 |
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| Vanguard Specialized Funds Etf (VIG) | 0.1 | $1.8M | -37% | 12k | 154.03 |
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| Ishares Tr Etf (TIP) | 0.1 | $1.8M | +25% | 17k | 110.25 |
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| Target Corp Stock (TGT) | 0.1 | $1.8M | -28% | 11k | 165.67 |
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| Vanguard Intl Equity Index F Etf (VGK) | 0.1 | $1.8M | -3% | 30k | 60.94 |
|
| Marten Trans Stock (MRTN) | 0.1 | $1.8M | 86k | 20.95 |
|
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| American Tower Corp Stock (AMT) | 0.1 | $1.8M | -27% | 8.7k | 204.31 |
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| Vaneck Etf Trust Etf (SMH) | 0.1 | $1.8M | NEW | 6.8k | 263.20 |
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| Vanguard World Etf (ESGV) | 0.1 | $1.8M | NEW | 25k | 71.72 |
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| Select Sector Spdr Tr Etf (XLF) | 0.1 | $1.8M | -37% | 55k | 32.15 |
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| Sysco Corp Stock (SYY) | 0.1 | $1.8M | -54% | 23k | 77.23 |
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| Vanguard Intl Equity Index F Etf (VSS) | 0.1 | $1.8M | -13% | 16k | 109.22 |
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| Bristol-myers Squibb Stock (BMY) | 0.1 | $1.7M | -48% | 25k | 69.30 |
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| Vanguard World Fds Etf (VHT) | 0.1 | $1.7M | NEW | 7.2k | 238.52 |
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| Ishares Tr Etf (EEM) | 0.1 | $1.7M | +6% | 43k | 39.47 |
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| Kroger Stock (KR) | 0.1 | $1.7M | +12% | 34k | 49.38 |
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| Vanguard Intl Equity Index F Etf (VPL) | 0.1 | $1.7M | 25k | 67.80 |
|
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| Direxion Shs Etf Tr Etf (TECL) | 0.1 | $1.6M | +23% | 44k | 37.18 |
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| Watsco Stock (WSO) | 0.1 | $1.6M | NEW | 5.2k | 318.21 |
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| Spdr Ser Tr Etf (SJNK) | 0.1 | $1.6M | -53% | 66k | 24.83 |
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| Ishares Tr Etf (SLQD) | 0.1 | $1.6M | NEW | 34k | 48.49 |
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| Reaves Util Income Stock (UTG) | 0.1 | $1.6M | -22% | 58k | 28.39 |
|
| Allspring Multi Sector Incom Stock (ERC) | 0.1 | $1.6M | 179k | 9.15 |
|
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| Proshares Tr Etf (SSO) | 0.1 | $1.6M | NEW | 33k | 50.19 |
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| Cabot Corp Stock (CBT) | 0.1 | $1.6M | 21k | 76.63 |
|
|
| Select Sector Spdr Tr Etf (XLC) | 0.1 | $1.6M | +142% | 28k | 57.96 |
|
| Flaherty & Crumrine Pfd Secs Stock (FFC) | 0.1 | $1.6M | 117k | 13.84 |
|
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| Northern Lts Fd Tr Iv Etf (BLES) | 0.1 | $1.6M | NEW | 49k | 32.77 |
|
| Vanguard Charlotte Fds Etf (BNDX) | 0.1 | $1.6M | -18% | 33k | 48.91 |
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| Proshares Tr Reit (SRS) | 0.1 | $1.6M | 92k | 17.40 |
|
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| Invesco Exch Traded Fd Tr Ii Cef (PBTP) | 0.1 | $1.6M | -3% | 64k | 24.96 |
|
| Markel Corp Stock (MKL) | 0.1 | $1.6M | NEW | 1.2k | 1277.64 |
|
| Ishares Tr Etf (LQD) | 0.1 | $1.6M | -70% | 14k | 109.64 |
|
| Proshares Tr Etf (QLD) | 0.1 | $1.6M | -9% | 32k | 49.57 |
|
| Ishares Tr Etf (EFV) | 0.1 | $1.6M | -30% | 32k | 48.52 |
|
| Spdr Ser Tr Etf (CWB) | 0.1 | $1.5M | -27% | 23k | 67.06 |
|
| Ishares Tr Etf (ESGU) | 0.1 | $1.5M | -79% | 17k | 90.45 |
|
| Danaher Corporation Stock (DHR) | 0.1 | $1.5M | NEW | 6.0k | 252.11 |
|
| Abbott Labs Stock (ABT) | 0.1 | $1.5M | 15k | 101.27 |
|
|
| Vanguard Star Fds Stock (VXUS) | 0.1 | $1.5M | -37% | 28k | 55.19 |
|
| Ishares Tr Etf (TLT) | 0.1 | $1.5M | -29% | 14k | 106.38 |
|
| Advisorshares Tr Etf (MSOS) | 0.1 | $1.5M | -2% | 265k | 5.69 |
|
| Wisdomtree Tr Etf (USFR) | 0.1 | $1.5M | +12% | 30k | 50.26 |
|
| Ishares Tr Etf (IGM) | 0.1 | $1.5M | NEW | 4.4k | 339.23 |
|
| Select Sector Spdr Tr Etf (XLP) | 0.1 | $1.5M | -61% | 20k | 74.73 |
|
| Global X Fds Etf (QYLD) | 0.1 | $1.5M | -64% | 87k | 17.15 |
|
| Ishares Tr Etf (USMV) | 0.1 | $1.5M | -56% | 21k | 72.76 |
|
| Ishares Tr Etf (STIP) | 0.1 | $1.5M | -8% | 15k | 99.20 |
|
| Syndax Pharmaceuticals Stock (SNDX) | 0.1 | $1.5M | NEW | 70k | 21.12 |
|
| Raytheon Technologies Corp Stock (RTX) | 0.1 | $1.5M | -10% | 15k | 97.92 |
|
| First Tr Exchange Trad Fd Vi Etf (FTGC) | 0.1 | $1.5M | NEW | 62k | 23.48 |
|
| Firstenergy Corp Stock (FE) | 0.1 | $1.5M | -17% | 36k | 40.07 |
|
| Ishares Tr Etf (IWV) | 0.1 | $1.4M | NEW | 6.1k | 235.43 |
|
| Newmont Corp Stock (NEM) | 0.1 | $1.4M | +46% | 29k | 49.02 |
|
| Vaneck Etf Trust Etf (GDX) | 0.1 | $1.4M | -70% | 44k | 32.36 |
|
| Barrick Gold Corp Stock (GOLD) | 0.1 | $1.4M | -27% | 76k | 18.57 |
|
| Olin Corp Stock (OLN) | 0.1 | $1.4M | -17% | 25k | 55.51 |
|
| Transocean Etf (RIG) | 0.1 | $1.4M | 220k | 6.36 |
|
|
| Schwab Strategic Tr Etf (SCHP) | 0.1 | $1.4M | -21% | 26k | 53.62 |
|
| Danimer Scientific Stock (DNMR) | 0.1 | $1.4M | 406k | 3.45 |
|
|
| Morgan Stanley Stock (MS) | 0.1 | $1.4M | -25% | 16k | 87.80 |
|
| Lockheed Martin Corp Stock (LMT) | 0.1 | $1.4M | NEW | 2.9k | 472.79 |
|
| First Tr Exchng Traded Fd Vi Etf (FJUN) | 0.1 | $1.4M | -15% | 36k | 38.27 |
|
| Vanguard World Fds Etf (VGT) | 0.1 | $1.4M | NEW | 3.6k | 385.47 |
|
| Microchip Technology Stock (MCHP) | 0.1 | $1.4M | -64% | 16k | 83.77 |
|
| Ishares Tr Etf (PFF) | 0.1 | $1.4M | -4% | 44k | 31.21 |
|
| Invesco Exchange Traded Fd T Etf (PGF) | 0.1 | $1.4M | 94k | 14.52 |
|
|
| Ishares Tr Etf (ISCF) | 0.1 | $1.4M | +7% | 44k | 31.09 |
|
| Innovator Etfs Tr Etf (FFTY) | 0.1 | $1.4M | -5% | 57k | 23.64 |
|
| First Tr Energy Income & Gro Stock (FEN) | 0.1 | $1.3M | 104k | 12.98 |
|
|
| Spdr Ser Tr Etf (SPAB) | 0.1 | $1.3M | -41% | 52k | 25.79 |
|
| Ishares Tr Etf (GOVT) | 0.1 | $1.3M | -21% | 57k | 23.38 |
|
| Paccar Stock (PCAR) | 0.1 | $1.3M | +26% | 18k | 73.19 |
|
| Ishares Tr Etf (IGV) | 0.1 | $1.3M | NEW | 4.3k | 304.60 |
|
| First Tr Exchange Traded Etf (EDOW) | 0.1 | $1.3M | NEW | 44k | 29.56 |
|
| Spdr Index Shs Fds Etf (SPDW) | 0.1 | $1.3M | NEW | 41k | 32.12 |
|
| Select Sector Spdr Tr Etf (XLB) | 0.1 | $1.3M | 16k | 80.64 |
|
|
| Devon Energy Corp Stock (DVN) | 0.1 | $1.3M | +16% | 26k | 50.60 |
|
| Ishares Tr Etf (MBB) | 0.1 | $1.3M | -37% | 14k | 94.74 |
|
| Conocophillips Stock (COP) | 0.1 | $1.3M | -38% | 13k | 99.19 |
|
| Airbnb Stock (ABNB) | 0.1 | $1.3M | NEW | 10k | 124.36 |
|
Past Filings by Sowell Financial Services
SEC 13F filings are viewable for Sowell Financial Services going back to 2016
- 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
- Sowell Financial Services 2019 Q1 filed May 15, 2019