Sowell Financial Services

Sowell Financial Services as of Dec. 31, 2023

Portfolio Holdings for Sowell Financial Services

Sowell Financial Services holds 526 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.2 $78M 405k 192.53
Ishares Tr Core S&p500 Etf (IVV) 3.1 $57M 118k 477.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.1 $56M 138k 409.74
Microsoft Corporation (MSFT) 3.0 $55M 147k 376.04
Amazon Stock (AMZN) 2.0 $37M 245k 151.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $33M 68k 477.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.6 $30M 201k 147.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $24M 67k 356.66
NVIDIA Corporation (NVDA) 1.3 $23M 47k 495.21
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.2 $23M 227k 100.21
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $22M 72k 303.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $22M 278k 77.37
Sprott Physical Gold Tr Unit (PHYS) 1.2 $21M 1.3M 15.93
Two Rds Shared Tr Affinity World (WLDR) 1.1 $21M 770k 27.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $17M 71k 237.22
Dimensional Etf Trust Us Equity Etf (DFUS) 0.9 $16M 313k 51.83
Vanguard Index Fds Growth Etf (VUG) 0.8 $15M 49k 310.88
JPMorgan Chase & Co. (JPM) 0.8 $15M 86k 170.10
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $15M 146k 99.25
Alphabet Cap Stk Cl A (GOOGL) 0.8 $14M 101k 139.69
Exxon Mobil Corporation (XOM) 0.7 $13M 134k 99.98
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.7 $13M 150k 88.71
Vanguard Index Fds Value Etf (VTV) 0.7 $13M 88k 149.50
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY) 0.7 $13M 676k 19.53
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $13M 131k 100.27
Pimco Etf Tr Active Bd Etf (BOND) 0.7 $13M 140k 92.79
Alphabet Cap Stk Cl C (GOOG) 0.7 $13M 91k 140.93
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $12M 123k 98.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $12M 27k 436.78
Ishares Tr Core Msci Eafe (IEFA) 0.6 $12M 165k 70.35
Chevron Corporation (CVX) 0.6 $11M 77k 149.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $11M 192k 57.96
Select Sector Spdr Tr Energy (XLE) 0.6 $11M 131k 83.84
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.6 $11M 215k 50.45
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $10M 135k 76.13
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $10M 185k 55.36
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $10M 131k 78.03
Bank of America Corporation (BAC) 0.5 $9.8M 290k 33.67
Costco Wholesale Corporation (COST) 0.5 $9.6M 14k 674.92
Boeing Company (BA) 0.5 $9.6M 37k 260.65
Johnson & Johnson (JNJ) 0.5 $9.5M 61k 156.75
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $9.4M 150k 62.66
Ishares Tr Core Total Usd (IUSB) 0.5 $9.3M 202k 46.07
Abbvie (ABBV) 0.5 $9.3M 60k 154.98
Coca-Cola Company (KO) 0.5 $9.2M 156k 58.93
Select Sector Spdr Tr Technology (XLK) 0.5 $9.0M 47k 192.47
Verizon Communications Stock (VZ) 0.5 $9.0M 238k 37.70
Meta Platforms Cl A (META) 0.5 $8.9M 25k 353.97
Wal-Mart Stores (WMT) 0.5 $8.8M 56k 158.22
United Parcel Service CL B (UPS) 0.5 $8.7M 55k 157.24
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $8.6M 80k 108.25
First Tr Value Line Divid In SHS (FVD) 0.5 $8.4M 208k 40.56
Starbucks Corporation (SBUX) 0.5 $8.4M 87k 96.01
Mastercard Incorporated Cl A (MA) 0.4 $8.1M 19k 426.52
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $8.1M 35k 232.63
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.4 $8.0M 189k 42.40
Qualcomm Stock (QCOM) 0.4 $7.9M 55k 144.62
Visa Com Cl A (V) 0.4 $7.9M 30k 260.34
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.4 $7.6M 104k 73.08
Merck & Co (MRK) 0.4 $7.3M 67k 109.78
Fidelity Comwlth Tr Stock (ONEQ) 0.4 $7.3M 123k 59.26
Ishares Tr Russell 2000 Etf (IWM) 0.4 $7.3M 36k 200.71
Tesla Motors (TSLA) 0.4 $7.1M 29k 248.46
McDonald's Corporation (MCD) 0.4 $7.1M 24k 296.50
UnitedHealth (UNH) 0.4 $7.1M 13k 526.47
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $7.0M 126k 55.90
Eli Lilly & Co. (LLY) 0.4 $6.9M 12k 582.90
BlackRock Credit All Inc Trust IV (BTZ) 0.4 $6.8M 661k 10.32
Cisco Systems (CSCO) 0.4 $6.8M 135k 50.52
Wells Fargo & Company (WFC) 0.4 $6.8M 138k 49.22
Home Depot (HD) 0.4 $6.5M 19k 346.58
Ishares Core Msci Emkt (IEMG) 0.4 $6.5M 128k 50.58
Ishares Gold Tr Ishares New (IAU) 0.3 $6.5M 165k 39.03
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $6.3M 63k 100.32
Netflix (NFLX) 0.3 $6.1M 13k 486.87
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.3 $6.1M 133k 46.07
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $6.1M 440k 13.80
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $6.1M 16k 377.70
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $6.0M 35k 170.39
Spdr Gold Tr Gold Shs (GLD) 0.3 $5.7M 30k 191.18
Franklin Templeton Etf Tr Income Focus Etf (INCM) 0.3 $5.6M 220k 25.70
Pfizer (PFE) 0.3 $5.5M 193k 28.79
Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $5.5M 317k 17.51
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $5.5M 187k 29.23
Pepsi (PEP) 0.3 $5.4M 32k 171.12
Oneok (OKE) 0.3 $5.4M 77k 70.22
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.3 $5.4M 116k 46.23
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $5.3M 32k 165.26
International Business Machines (IBM) 0.3 $5.2M 32k 163.55
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $5.2M 105k 49.37
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $5.1M 38k 136.39
salesforce (CRM) 0.3 $5.1M 19k 263.15
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $5.0M 18k 277.15
Ishares Tr Blackrock Ultra (ICSH) 0.3 $5.0M 100k 50.36
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $5.0M 48k 104.46
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $4.9M 28k 174.86
Intel Corporation (INTC) 0.3 $4.9M 97k 50.25
Altria (MO) 0.3 $4.9M 118k 41.34
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $4.9M 47k 103.07
Walt Disney Company (DIS) 0.3 $4.8M 53k 90.58
At&t (T) 0.3 $4.8M 284k 16.78
Ishares Tr Select Divid Etf (DVY) 0.3 $4.8M 41k 117.21
Procter & Gamble Company (PG) 0.3 $4.7M 32k 146.53
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.3 $4.7M 84k 56.26
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $4.7M 194k 24.42
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $4.7M 42k 111.63
Listed Fd Tr Alexis Practical (LEXI) 0.3 $4.6M 173k 26.78
Novo-nordisk A S Adr (NVO) 0.2 $4.6M 44k 103.45
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $4.5M 76k 59.67
3M Company (MMM) 0.2 $4.5M 41k 109.32
Kraft Heinz (KHC) 0.2 $4.4M 120k 36.98
Dow (DOW) 0.2 $4.4M 80k 54.83
Philip Morris International (PM) 0.2 $4.4M 46k 95.40
Proshares Tr Pshs Ultra Qqq (QLD) 0.2 $4.4M 57k 75.99
Schwab Charles Family Amt Tax Free Mny (SCTXX) 0.2 $4.3M 4.3M 1.00
Accenture Plc Ireland Shs Class A (ACN) 0.2 $4.2M 12k 350.90
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $4.1M 24k 175.45
Caterpillar (CAT) 0.2 $4.0M 14k 295.70
Select Sector Spdr Tr Financial (XLF) 0.2 $4.0M 106k 37.60
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.2 $4.0M 82k 48.32
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $4.0M 119k 33.25
Spdr Ser Tr Bloomberg Invt (FLRN) 0.2 $3.8M 126k 30.59
MetLife (MET) 0.2 $3.8M 58k 66.12
Select Sector Spdr Tr Indl (XLI) 0.2 $3.8M 33k 113.98
General Mills (GIS) 0.2 $3.8M 58k 65.14
Vanguard Index Fds Small Cp Etf (VB) 0.2 $3.7M 17k 213.34
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $3.7M 33k 110.66
ConocoPhillips (COP) 0.2 $3.7M 32k 116.06
Duke Energy Corp Com New (DUK) 0.2 $3.7M 38k 97.04
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $3.7M 23k 157.80
Ishares Tr U.s. Tech Etf (IYW) 0.2 $3.7M 30k 122.74
Ishares Tr National Mun Etf (MUB) 0.2 $3.7M 34k 108.41
First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC) 0.2 $3.7M 102k 35.76
Advanced Micro Devices (AMD) 0.2 $3.6M 24k 147.43
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.5M 20k 179.95
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.2 $3.5M 84k 41.99
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.2 $3.5M 89k 38.99
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $3.5M 150k 23.04
Ford Motor Company (F) 0.2 $3.4M 280k 12.19
Amgen (AMGN) 0.2 $3.4M 12k 288.06
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $3.2M 126k 25.64
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $3.2M 55k 58.33
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $3.2M 91k 34.77
FedEx Corporation (FDX) 0.2 $3.2M 12k 254.26
Colgate-Palmolive Company (CL) 0.2 $3.0M 38k 79.70
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $3.0M 117k 25.53
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $3.0M 59k 50.47
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $2.9M 28k 104.92
Ishares Tr Core High Dv Etf (HDV) 0.2 $2.9M 29k 102.01
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $2.9M 72k 40.21
Ishares Tr Msci Eafe Etf (EFA) 0.2 $2.9M 38k 75.35
Flaherty & Crumrine/Claymore Total Retur (FLC) 0.2 $2.9M 199k 14.55
Clorox Company (CLX) 0.2 $2.9M 20k 142.60
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.2 $2.9M 52k 55.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $2.9M 39k 73.56
Tyson Foods Cl A (TSN) 0.2 $2.8M 53k 53.75
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $2.8M 16k 178.80
J&J Snack Foods (JJSF) 0.2 $2.8M 17k 167.87
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.1 $2.7M 107k 25.76
Bristol Myers Squibb (BMY) 0.1 $2.7M 54k 51.31
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $2.7M 36k 75.11
Global X Fds Russell 2000 (RYLD) 0.1 $2.7M 158k 16.91
Ishares Tr Eafe Value Etf (EFV) 0.1 $2.7M 51k 52.09
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $2.7M 27k 98.05
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $2.7M 56k 47.49
Abbott Laboratories (ABT) 0.1 $2.6M 24k 110.07
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $2.6M 29k 91.39
Ishares Tr Rus Top 200 Etf (IWL) 0.1 $2.6M 22k 115.07
Ishares Tr Broad Usd High (USHY) 0.1 $2.6M 71k 36.35
Wp Carey (WPC) 0.1 $2.5M 38k 65.66
American Tower Reit (AMT) 0.1 $2.5M 11k 217.59
CVS Caremark Corporation (CVS) 0.1 $2.5M 31k 78.94
Amphenol Corp Cl A (APH) 0.1 $2.4M 25k 99.36
Cheniere Energy Com New (LNG) 0.1 $2.4M 14k 170.73
Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $2.4M 37k 65.07
Waste Management (WM) 0.1 $2.4M 13k 179.14
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $2.4M 47k 50.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $2.4M 50k 47.89
Ishares Tr Us Infrastruc (IFRA) 0.1 $2.4M 59k 40.27
Ishares Em Mkt Sm-cp Etf (EEMS) 0.1 $2.3M 40k 57.81
Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $2.3M 45k 52.43
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $2.3M 32k 72.02
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $2.3M 55k 42.17
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.3M 24k 96.83
Southern Company (SO) 0.1 $2.3M 32k 70.13
Phillips 66 (PSX) 0.1 $2.2M 17k 133.13
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $2.2M 31k 72.15
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.2M 29k 77.72
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) 0.1 $2.2M 33k 66.71
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.2M 41k 53.97
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $2.2M 88k 24.96
Target Corporation (TGT) 0.1 $2.2M 15k 142.41
Nuveen Cr Strategies Income Stock (JQC) 0.1 $2.2M 415k 5.22
Spdr Ser Tr Aerospace Def (XAR) 0.1 $2.2M 16k 135.39
Ishares Tr Mbs Etf (MBB) 0.1 $2.1M 23k 94.06
Uber Technologies (UBER) 0.1 $2.1M 34k 61.56
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $2.1M 88k 23.89
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $2.1M 32k 65.07
Morgan Stanley Com New (MS) 0.1 $2.1M 23k 93.24
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.1 $2.1M 94k 22.12
Zoetis Cl A (ZTS) 0.1 $2.1M 11k 197.36
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $2.1M 18k 117.43
Ishares Tr Short Treas Bd (SHV) 0.1 $2.1M 19k 110.14
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $2.1M 22k 94.72
Ishares Silver Tr Ishares (SLV) 0.1 $2.0M 94k 21.78
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $2.0M 71k 28.56
FirstEnergy (FE) 0.1 $2.0M 55k 36.66
Global X Fds S&p 500 Covered (XYLD) 0.1 $2.0M 51k 39.51
Invesco Actively Managed Etf S&p500 Downsid (PHDG) 0.1 $2.0M 58k 34.23
Paccar (PCAR) 0.1 $2.0M 20k 100.90
Blackrock Science & Technolo SHS (BST) 0.1 $2.0M 59k 33.67
Douglas Emmett (DEI) 0.1 $2.0M 134k 14.69
Marathon Petroleum Corp (MPC) 0.1 $2.0M 13k 148.39
Ishares Tr Core Msci Total (IXUS) 0.1 $1.9M 30k 64.92
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $1.9M 38k 50.23
Blackstone Secd Lending Common Stock (BXSL) 0.1 $1.9M 67k 28.41
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.9M 18k 104.12
Unilever Spon Adr New (UL) 0.1 $1.9M 39k 48.48
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) 0.1 $1.9M 44k 43.68
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $1.9M 20k 96.37
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.9M 53k 35.41
Kroger (KR) 0.1 $1.9M 41k 45.71
Blackstone Group Inc Com Cl A (BX) 0.1 $1.9M 14k 130.95
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $1.9M 56k 33.73
Devon Energy Corporation (DVN) 0.1 $1.9M 41k 45.30
Standex Int'l (SXI) 0.1 $1.8M 12k 158.40
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.1 $1.8M 47k 38.72
Us Bancorp Del Com New (USB) 0.1 $1.8M 42k 43.76
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $1.8M 20k 91.42
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $1.8M 55k 32.80
First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.1 $1.8M 35k 51.52
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $1.8M 35k 51.68
Innovator Etfs Tr Ibd 50 Etf (FFTY) 0.1 $1.8M 73k 24.53
Raytheon Technologies Corp (RTX) 0.1 $1.8M 21k 84.14
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $1.7M 56k 31.00
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.1 $1.7M 125k 13.90
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.7M 34k 51.05
Nuveen Pfd & Income Opportun Stock (JPC) 0.1 $1.7M 252k 6.76
Nextera Energy (NEE) 0.1 $1.7M 28k 60.74
Allspring Multi Sector Incom Stock (ERC) 0.1 $1.7M 178k 9.50
Paypal Holdings (PYPL) 0.1 $1.7M 28k 61.42
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.7M 11k 155.33
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.1 $1.7M 74k 22.71
Enterprise Products Partners (EPD) 0.1 $1.7M 64k 26.35
Dynatrace Com New (DT) 0.1 $1.7M 31k 54.70
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) 0.1 $1.7M 53k 31.39
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.1 $1.6M 83k 19.75
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP) 0.1 $1.6M 66k 24.90
Oracle Corporation (ORCL) 0.1 $1.6M 16k 105.42
Sempra Energy (SRE) 0.1 $1.6M 22k 75.33
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.6M 21k 77.41
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $1.6M 11k 143.64
Ishares Tr Global Tech Etf (IXN) 0.1 $1.6M 23k 68.19
Reaves Util Income Stock (UTG) 0.1 $1.6M 59k 26.94
Woodward Governor Company (WWD) 0.1 $1.6M 12k 136.16
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.6M 25k 63.34
Ishares Tr Us Aer Def Etf (ITA) 0.1 $1.6M 13k 126.58
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.6M 15k 102.85
First Tr Exchange-traded Nasdaq Buywrite (FTQI) 0.1 $1.6M 80k 19.82
Schwab Strategic Tr Internl Divid (SCHY) 0.1 $1.5M 63k 24.59
First Tr Energy Income & Gro Stock (FEN) 0.1 $1.5M 106k 14.48
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $1.5M 42k 36.56
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.5M 17k 89.28
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.1 $1.5M 49k 30.82
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.1 $1.5M 43k 34.90
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.1 $1.5M 60k 25.13
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.5M 17k 88.37
Taylor Morrison Hom (TMHC) 0.1 $1.5M 28k 53.35
Olin Corp Com Par $1 (OLN) 0.1 $1.5M 27k 53.95
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $1.5M 59k 24.75
Nike CL B (NKE) 0.1 $1.4M 13k 108.89
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.4M 17k 85.56
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $1.4M 49k 29.02
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.4M 14k 104.46
Invesco Db Us Dlr Index Tr Bearish Fd (UDN) 0.1 $1.4M 76k 18.43
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $1.4M 48k 28.88
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $1.4M 61k 22.73
Ishares Tr International Sl (ISCF) 0.1 $1.4M 43k 32.12
Ishares Msci Emerg Mrkt (EEMV) 0.1 $1.4M 25k 55.59
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.4M 22k 61.91
Citigroup Com New (C) 0.1 $1.4M 26k 51.44
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.1 $1.3M 38k 35.69
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $1.3M 92k 14.58
Kinder Morgan (KMI) 0.1 $1.3M 76k 17.64
Columbia Banking System (COLB) 0.1 $1.3M 50k 26.68
Rxsight (RXST) 0.1 $1.3M 33k 40.32
Shell Spon Ads (SHEL) 0.1 $1.3M 20k 65.82
Ishares Tr Us Home Cons Etf (ITB) 0.1 $1.3M 13k 101.75
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.3M 13k 98.62
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.1 $1.3M 25k 51.15
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.3M 10k 125.13
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.3M 15k 89.07
Delta Air Lines Inc Del Com New (DAL) 0.1 $1.3M 32k 40.23
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $1.3M 20k 62.48
Realty Income Corp Stock (O) 0.1 $1.2M 21k 57.65
Ishares Tr Tips Bd Etf (TIP) 0.1 $1.2M 11k 107.48
Proshares Tr Pshs Ultra Dow30 (DDM) 0.1 $1.2M 15k 79.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.2M 29k 41.09
Ark Etf Tr Fintech Innova (ARKF) 0.1 $1.2M 42k 27.59
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.1M 11k 101.77
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.1M 11k 105.24
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $1.1M 22k 52.20
Archer Daniels Midland Company (ADM) 0.1 $1.1M 16k 72.21
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.1M 14k 81.26
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $1.1M 39k 28.00
Etf Managers Tr Prime Cybr Scrty 0.1 $1.1M 18k 60.41
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.1M 23k 46.63
Charles Schwab Corporation (SCHW) 0.1 $1.1M 16k 68.80
Global X Fds Lithium Btry Etf (LIT) 0.1 $1.1M 21k 51.29
Ishares Tr U.s. Utilits Etf (IDU) 0.1 $1.1M 14k 79.91
British Amern Tob Sponsored Adr (BTI) 0.1 $1.1M 36k 29.99
Rbc Cad (RY) 0.1 $1.1M 11k 101.17
DaVita (DVA) 0.1 $1.1M 10k 104.80
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $1.1M 49k 21.89
Black Stone Minerals Com Unit (BSM) 0.1 $1.1M 66k 15.97
Sanofi Sponsored Adr (SNY) 0.1 $1.1M 21k 49.71
Palantir Technologies Cl A (PLTR) 0.1 $1.0M 61k 17.17
First Tr Energy Infrastrctr (FIF) 0.1 $1.0M 63k 16.45
Unum (UNM) 0.1 $1.0M 23k 45.21
BP Sponsored Adr (BP) 0.1 $1.0M 29k 35.39
Microchip Technology (MCHP) 0.1 $1.0M 11k 90.19
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $1.0M 41k 24.48
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.1 $1.0M 12k 85.48
Gilead Sciences (GILD) 0.1 $994k 12k 80.99
Genesis Energy Unit Ltd Partn (GEL) 0.1 $983k 85k 11.57
Comcast Corp Stock (CMCSA) 0.1 $978k 22k 43.85
Proshares Tr Ultsht Real Est (SRS) 0.1 $973k 68k 14.27
Proshares Tr Ultrpro Dow30 (UDOW) 0.1 $971k 13k 74.34
Select Sector Spdr Tr Communication (XLC) 0.1 $971k 13k 72.64
Dnp Select Income Stock (DNP) 0.1 $964k 113k 8.55
Home BancShares (HOMB) 0.1 $961k 38k 25.32
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $953k 32k 29.42
Equitrans Midstream Corp (ETRN) 0.1 $945k 93k 10.18
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $940k 30k 31.19
Maiden Holdings SHS (MHLD) 0.1 $939k 410k 2.29
Ishares Tr Exponential Tech (XT) 0.1 $938k 16k 59.85
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $936k 20k 46.61
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QMAR) 0.1 $931k 37k 25.09
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $929k 10k 92.15
Medtronic SHS (MDT) 0.0 $921k 11k 83.02
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $919k 23k 40.12
Pinnacle Financial Partners (PNFP) 0.0 $918k 11k 87.19
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $916k 12k 78.00
Gitlab Class A Com (GTLB) 0.0 $913k 15k 62.94
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $908k 11k 81.14
American Centy Etf Tr Diversifid Crp (KORP) 0.0 $894k 19k 46.53
First Tr High Income Long / Stock (FSD) 0.0 $879k 73k 12.09
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $876k 37k 23.93
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $875k 22k 40.05
Rio Tinto Sponsored Adr (RIO) 0.0 $873k 12k 74.42
PPL Corporation (PPL) 0.0 $867k 32k 27.34
Pacer Fds Tr Globl Cash Etf (GCOW) 0.0 $856k 25k 34.54
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $853k 16k 51.97
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $843k 22k 39.09
Uipath Cl A (PATH) 0.0 $842k 34k 24.84
Western Asset Global Cp Defi (GDO) 0.0 $842k 66k 12.77
Tapestry (TPR) 0.0 $841k 23k 36.79
Guggenheim Strategic Opportu Com Sbi (GOF) 0.0 $824k 64k 12.81
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $820k 26k 31.54
The Trade Desk Com Cl A (TTD) 0.0 $820k 11k 71.98
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $818k 20k 41.94
Ishares Tr Ibonds Dec 2032 (IBTM) 0.0 $803k 35k 23.12
SYSCO Corporation (SYY) 0.0 $802k 11k 73.12
Ishares Tr Core Lt Usdb Etf (ILTB) 0.0 $799k 15k 52.60
Hancock John Pfd Income Fd I Stock (HPS) 0.0 $797k 55k 14.40
Arch Cap Group Ord (ACGL) 0.0 $793k 11k 74.30
Schlumberger Com Stk (SLB) 0.0 $793k 15k 52.32
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $791k 34k 23.08
Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $788k 15k 51.62
Strategy Ns 7handl Idx (HNDL) 0.0 $784k 38k 20.68
Cohen & Steers Quality Incom Stock (RQI) 0.0 $782k 64k 12.24
Northern Lights Fd Tr Toews Aglty Dnym (THY) 0.0 $782k 35k 22.56
Peabody Energy (BTU) 0.0 $774k 32k 24.31
Pinnacle West Capital Corporation (PNW) 0.0 $772k 11k 71.87
Enbridge (ENB) 0.0 $771k 21k 36.02
One Gas (OGS) 0.0 $768k 12k 63.71
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $753k 80k 9.42
Ishares Msci Gbl Etf New (PICK) 0.0 $745k 17k 43.09
Fs Kkr Capital Corp (FSK) 0.0 $733k 36k 20.64
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $729k 15k 50.29
Bank of New York Mellon Corporation (BK) 0.0 $726k 14k 52.03
Walgreen Boots Alliance (WBA) 0.0 $716k 27k 26.11
Unity Software (U) 0.0 $714k 18k 40.89
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.0 $713k 32k 22.26
Molson Coors Beverage CL B (TAP) 0.0 $701k 12k 61.18
Spdr Ser Tr S&p Bk Etf (KBE) 0.0 $700k 15k 46.01
Ishares Tr Core Intl Aggr (IAGG) 0.0 $690k 14k 49.79
Ares Capital Corporation (ARCC) 0.0 $689k 34k 20.04
Exelon Corporation (EXC) 0.0 $689k 19k 35.91
Blackrock Core Bd Tr Shs Ben Int (BHK) 0.0 $687k 63k 10.92
Hp (HPQ) 0.0 $684k 23k 30.37
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $683k 11k 61.54
LSB Industries (LXU) 0.0 $660k 71k 9.31
Marvell Technology (MRVL) 0.0 $652k 11k 60.35
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $650k 12k 56.43
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $647k 12k 52.70
Halliburton Company (HAL) 0.0 $644k 18k 36.17
Rithm Capital Corp Com New (RITM) 0.0 $643k 59k 10.92
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $642k 20k 31.52
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.0 $639k 16k 41.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $636k 11k 56.14
MGM Resorts International. (MGM) 0.0 $628k 14k 44.68
Ishares Tr Core Div Grwth (DGRO) 0.0 $626k 12k 53.80
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.0 $620k 17k 36.10
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $620k 21k 29.03
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $618k 11k 56.43
Freeport-mcmoran CL B (FCX) 0.0 $615k 14k 42.59
First Tr Inter Duration Pfd & Income (FPF) 0.0 $608k 37k 16.45
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $605k 29k 20.63
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $605k 13k 47.08
Zoominfo Technologies Common Stock (ZI) 0.0 $604k 33k 18.48
Annaly Capital Management In Com New (NLY) 0.0 $603k 30k 20.03
Host Hotels & Resorts (HST) 0.0 $587k 30k 19.93
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $582k 14k 40.97
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $568k 22k 25.73
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.0 $563k 26k 21.79
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $558k 11k 50.67
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $556k 13k 42.27
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $552k 10k 54.09
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.0 $547k 11k 50.39
Southside Bancshares (SBSI) 0.0 $530k 17k 31.29
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.0 $530k 12k 44.58
Bank Ozk (OZK) 0.0 $527k 11k 49.84
Companhia De Saneamento Basi Stock (SBS) 0.0 $526k 35k 15.22
Doubleline Income Solutions Stock (DSL) 0.0 $524k 43k 12.23
Ready Cap Corp Com reit (RC) 0.0 $507k 48k 10.55
Pan American Silver Corp Can (PAAS) 0.0 $501k 31k 16.34
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $499k 48k 10.44
Teck Resources CL B (TECK) 0.0 $498k 12k 42.26
Global X Fds Global X Uranium (URA) 0.0 $493k 17k 29.39
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $492k 15k 32.82
Investment Managers Ser Tr I Axs Astoria Infl (PPI) 0.0 $490k 18k 27.38
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.0 $488k 27k 17.95
Wisdomtree Tr Intl Qulty Div (IQDG) 0.0 $488k 14k 36.25
GSK Sponsored Adr (GSK) 0.0 $477k 13k 37.38
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $476k 11k 42.50
Ishares Tr Ibonds 24 Trm Hg (IBHD) 0.0 $473k 20k 23.22
Ishares Tr Global Energ Etf (IXC) 0.0 $473k 12k 39.12
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $470k 14k 34.04
Ishares Tr High Yld Bd Fctr (HYDB) 0.0 $469k 10k 46.18
Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.0 $465k 20k 23.31
Regions Financial Corporation (RF) 0.0 $456k 23k 19.68
Old Republic International Corporation (ORI) 0.0 $454k 15k 29.42
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR) 0.0 $444k 13k 34.78
Alamos Gold Com Cl A (AGI) 0.0 $442k 33k 13.47
Blackrock Debt Strategies Com New (DSU) 0.0 $441k 41k 10.78
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $432k 12k 35.55
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $427k 20k 21.20
Global X Fds Us Pfd Etf (PFFD) 0.0 $423k 22k 19.52
Wisdomtree Tr Cloud Computng (WCLD) 0.0 $419k 12k 34.93
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $411k 17k 24.17
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.0 $410k 15k 26.57
Williams Companies (WMB) 0.0 $409k 12k 34.79
Teladoc (TDOC) 0.0 $407k 19k 21.53
Proshares Tr Ultrapro Sht Qqq (SQQQ) 0.0 $401k 30k 13.45
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $400k 42k 9.58
Hercules Technology Growth Capital (HTGC) 0.0 $400k 24k 16.66
Southwest Airlines (LUV) 0.0 $396k 14k 29.09
MPLX Com Unit Rep Ltd (MPLX) 0.0 $394k 11k 36.69
Eaton Vance Tax-advntg Glbl Di (ETG) 0.0 $392k 23k 17.11
Snap Cl A (SNAP) 0.0 $392k 23k 16.94
CenterPoint Energy (CNP) 0.0 $391k 14k 28.60
Interpublic Group of Companies (IPG) 0.0 $389k 12k 32.64
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.0 $386k 13k 30.75
Warner Bros Discovery Com Ser A (WBD) 0.0 $386k 34k 11.37
Viatris (VTRS) 0.0 $378k 35k 10.82
Ishares Jp Morgan Em Etf (LEMB) 0.0 $375k 10k 36.74
Enovix Corp (ENVX) 0.0 $370k 30k 12.51
CSX Corporation (CSX) 0.0 $370k 11k 34.68
RadNet (RDNT) 0.0 $370k 11k 34.74
Agnc Invt Corp Com reit (AGNC) 0.0 $370k 37k 9.93
Key (KEY) 0.0 $352k 24k 14.42
Nuveen Real Asset Income & G Stock (JRI) 0.0 $349k 30k 11.71
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.0 $349k 14k 25.57
Collaborative Investmnt Ser Rareview Sys Eqt (RSEE) 0.0 $347k 13k 26.14
Rivian Automotive Com Cl A (RIVN) 0.0 $343k 15k 23.47
Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $342k 15k 23.36
Spdr Ser Tr Bloomberg Emergi (EBND) 0.0 $337k 16k 21.26
Flexshares Tr Iboxx 3r Targt (TDTT) 0.0 $334k 14k 23.62
Nokia Corp Sponsored Adr (NOK) 0.0 $333k 97k 3.42
John Hancock Tax-Advantage Dvd Incom (HTD) 0.0 $333k 18k 18.95
Barrick Gold Corp (GOLD) 0.0 $329k 18k 18.11
Corning Incorporated (GLW) 0.0 $328k 11k 30.45
Suncor Energy (SU) 0.0 $328k 10k 32.08
Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) 0.0 $325k 20k 16.00
Kenvue (KVUE) 0.0 $323k 15k 21.51
Owl Rock Capital Corporation (OBDC) 0.0 $323k 21k 15.11
Barclays Bank Ipath B Mid Trm (VXZ) 0.0 $321k 22k 14.49
Ishares Em Mkts Div Etf (DVYE) 0.0 $318k 12k 26.50
New York Community Ban (NYCB) 0.0 $316k 31k 10.22
Nordstrom (JWN) 0.0 $315k 17k 18.42
AES Corporation (AES) 0.0 $315k 16k 19.27
Ubs Group SHS (UBS) 0.0 $313k 10k 30.94
Flaherty & Crumrine Pref. Incme Opp (PFO) 0.0 $311k 39k 7.96
Simmons 1st Natl Corp Cl A $1 Par (SFNC) 0.0 $307k 15k 20.01
MiMedx (MDXG) 0.0 $284k 32k 8.77
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $279k 24k 11.45
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $273k 15k 18.55
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $273k 13k 21.13
AllianceBernstein Global Hgh Incm (AWF) 0.0 $270k 27k 10.13
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) 0.0 $264k 12k 21.28
Bondbloxx Etf Trust Usd High Yield B (HYSA) 0.0 $263k 17k 15.11
Western Asset Emerging Mrkts Dbt Fnd (EMD) 0.0 $261k 28k 9.21
Pimco Calif Mun Income Fd Ii Stock (PZC) 0.0 $256k 38k 6.72
Nuveen Mortgage And Income F Stock (JLS) 0.0 $255k 15k 16.88
Blackrock Muniholdings Insured Fund II (MUE) 0.0 $250k 25k 10.00
Proshares Tr Ultrapro Short S (SPXU) 0.0 $249k 29k 8.59
Blackrock Muniyield Quality Fund II (MQT) 0.0 $240k 23k 10.34
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.0 $238k 13k 18.14
Arbor Realty Trust (ABR) 0.0 $236k 16k 15.16
Mfs Multimarket Income Tr Stock (MMT) 0.0 $235k 52k 4.54
Marten Transport (MRTN) 0.0 $235k 11k 20.94
Quantumscape Corp Com Cl A (QS) 0.0 $232k 33k 6.96
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.0 $229k 13k 17.23
Tegna (TGNA) 0.0 $228k 15k 15.43
Tidal Etf Tr Unlimited Hfnd (HFND) 0.0 $226k 11k 20.79
Kimbell Rty Partners Unit (KRP) 0.0 $224k 15k 15.02
Cenovus Energy (CVE) 0.0 $224k 14k 16.62
Inmode SHS (INMD) 0.0 $224k 10k 22.22
Adams Express Company (ADX) 0.0 $222k 13k 17.70
Special Opportunities Fund (SPE) 0.0 $219k 18k 11.88
Permian Basin Rty Tr Unit Ben Int (PBT) 0.0 $219k 16k 14.05
Hancock John Prem Divid Com Sh Ben Int (PDT) 0.0 $212k 20k 10.65
Abrdn Asia Pacific Income Fu Stock (FAX) 0.0 $207k 76k 2.74
Nuveen Insd Dividend Advantage (NVG) 0.0 $206k 17k 11.82
Danimer Scientific Com Cl A (DNMR) 0.0 $203k 199k 1.02