Sowell Financial Services

Sowell Financial Services as of Dec. 31, 2024

Portfolio Holdings for Sowell Financial Services

Sowell Financial Services holds 505 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.2 $100M 398k 250.42
Microsoft Corporation (MSFT) 3.5 $66M 156k 421.50
NVIDIA Corporation (NVDA) 3.2 $61M 454k 134.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.1 $59M 116k 511.23
Amazon (AMZN) 2.5 $48M 221k 219.39
Ishares Tr Core S&p500 Etf (IVV) 2.4 $46M 79k 588.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $41M 70k 586.08
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.5 $29M 164k 178.08
Ishares Tr Rus 1000 Grw Etf (IWF) 1.4 $27M 66k 401.58
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.4 $26M 520k 50.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $26M 56k 453.28
Two Rds Shared Tr Affinity World (WLDR) 1.2 $23M 766k 29.59
Pimco Etf Tr Active Bd Etf (BOND) 1.1 $21M 230k 90.42
Costco Wholesale Corporation (COST) 1.0 $19M 21k 916.28
Mastercard Incorporated Cl A (MA) 1.0 $18M 34k 526.58
Broadcom (AVGO) 0.9 $18M 77k 231.84
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $18M 182k 96.90
JPMorgan Chase & Co. (JPM) 0.9 $17M 72k 239.71
Alphabet Cap Stk Cl A (GOOGL) 0.9 $17M 89k 189.30
Vanguard Index Fds Growth Etf (VUG) 0.8 $15M 36k 410.44
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY) 0.8 $15M 750k 19.65
Ishares Tr Core Msci Eafe (IEFA) 0.8 $15M 209k 70.28
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $14M 138k 100.32
Wal-Mart Stores (WMT) 0.7 $14M 150k 90.35
Exxon Mobil Corporation (XOM) 0.7 $13M 124k 107.57
Visa Com Cl A (V) 0.7 $13M 42k 316.04
Alphabet Cap Stk Cl C (GOOG) 0.7 $13M 68k 190.44
Meta Platforms Cl A (META) 0.7 $13M 22k 585.50
Vanguard Index Fds Value Etf (VTV) 0.6 $12M 73k 169.30
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.6 $12M 123k 98.47
Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $12M 50k 242.17
Tesla Motors (TSLA) 0.6 $12M 29k 403.84
Chevron Corporation (CVX) 0.6 $12M 80k 144.84
Bank of America Corporation (BAC) 0.6 $11M 247k 43.95
Ishares Gold Tr Ishares New (IAU) 0.6 $11M 219k 49.51
Abbvie (ABBV) 0.5 $10M 59k 177.70
Select Sector Spdr Tr Technology (XLK) 0.5 $10M 45k 232.52
Netflix (NFLX) 0.5 $10M 12k 891.29
Ishares Tr Russell 2000 Etf (IWM) 0.5 $10M 46k 220.96
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $10M 143k 70.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $9.9M 57k 175.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $9.7M 18k 538.82
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $9.5M 107k 88.79
Franklin Templeton Etf Tr Income Focus Etf (INCM) 0.5 $9.4M 359k 26.10
Select Sector Spdr Tr Energy (XLE) 0.5 $9.2M 107k 85.66
Oneok (OKE) 0.5 $9.1M 91k 100.40
Coca-Cola Company (KO) 0.5 $8.9M 143k 62.26
Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $8.7M 136k 63.75
United Parcel Service CL B (UPS) 0.4 $8.4M 67k 126.10
Johnson & Johnson (JNJ) 0.4 $8.4M 58k 144.62
Starbucks Corporation (SBUX) 0.4 $8.4M 92k 91.25
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.4 $7.9M 109k 72.51
Wells Fargo & Company (WFC) 0.4 $7.9M 112k 70.24
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $7.6M 18k 425.50
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $7.2M 39k 185.13
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $7.1M 99k 71.91
International Business Machines (IBM) 0.4 $7.0M 32k 219.83
McDonald's Corporation (MCD) 0.4 $6.9M 24k 289.90
BlackRock Credit All Inc Trust IV (BTZ) 0.4 $6.9M 660k 10.46
Ishares Core Msci Emkt (IEMG) 0.4 $6.8M 131k 52.22
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $6.8M 347k 19.59
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $6.7M 32k 210.45
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $6.6M 58k 115.22
Columbia Etf Tr I Us Equity Income (EQIN) 0.3 $6.6M 149k 44.35
Spdr Gold Tr Gold Shs (GLD) 0.3 $6.4M 27k 242.13
Merck & Co (MRK) 0.3 $6.4M 64k 99.48
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $6.2M 77k 80.27
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $6.2M 24k 264.13
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $6.2M 48k 129.34
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $6.1M 31k 195.83
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $6.1M 121k 50.37
Walt Disney Company (DIS) 0.3 $6.0M 54k 111.35
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $6.0M 104k 57.53
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $5.9M 73k 81.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $5.9M 20k 289.81
At&t (T) 0.3 $5.8M 257k 22.77
Cisco Systems (CSCO) 0.3 $5.8M 98k 59.20
UnitedHealth (UNH) 0.3 $5.6M 11k 505.85
Select Sector Spdr Tr Financial (XLF) 0.3 $5.6M 115k 48.33
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $5.5M 137k 40.49
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $5.5M 160k 34.59
Philip Morris International (PM) 0.3 $5.5M 46k 120.35
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $5.4M 50k 108.61
Home Depot (HD) 0.3 $5.3M 14k 389.00
3M Company (MMM) 0.3 $5.2M 40k 129.09
Qualcomm (QCOM) 0.3 $5.2M 34k 153.62
Ishares Tr Blackrock Ultra (ICSH) 0.3 $5.2M 103k 50.43
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $5.2M 75k 68.94
Altria (MO) 0.3 $5.1M 98k 52.29
Verizon Communications (VZ) 0.3 $5.1M 128k 39.99
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.3 $5.1M 123k 41.27
Boeing Company (BA) 0.3 $5.0M 28k 177.00
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.3 $4.9M 110k 44.87
Pepsi (PEP) 0.3 $4.9M 32k 152.06
Procter & Gamble Company (PG) 0.3 $4.8M 29k 167.65
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $4.8M 35k 137.57
Pfizer (PFE) 0.3 $4.8M 180k 26.53
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $4.6M 53k 87.33
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $4.6M 45k 101.53
Kraft Heinz (KHC) 0.2 $4.5M 147k 30.71
Caterpillar (CAT) 0.2 $4.5M 12k 362.76
Ishares Tr Russell 3000 Etf (IWV) 0.2 $4.5M 13k 334.26
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $4.4M 175k 25.05
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $4.4M 182k 24.07
MetLife (MET) 0.2 $4.4M 53k 81.88
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $4.3M 189k 22.98
Oracle Corporation (ORCL) 0.2 $4.3M 26k 166.64
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.2 $4.3M 65k 65.81
Palantir Technologies Cl A (PLTR) 0.2 $4.2M 56k 75.63
Listed Fd Tr Alexis Practical (LEXI) 0.2 $4.2M 139k 30.14
Dow (DOW) 0.2 $4.1M 102k 40.13
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $4.0M 20k 197.49
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $4.0M 63k 62.31
General Mills (GIS) 0.2 $3.9M 62k 63.77
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $3.9M 43k 91.43
Amplify Etf Tr Amplify Cybersec (HACK) 0.2 $3.8M 51k 74.49
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $3.8M 28k 135.37
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $3.8M 157k 23.96
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $3.6M 34k 106.84
Metropcs Communications (TMUS) 0.2 $3.6M 17k 220.73
Abbott Laboratories (ABT) 0.2 $3.6M 32k 113.11
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $3.6M 140k 25.84
Spdr Ser Tr Bloomberg Invt (FLRN) 0.2 $3.6M 118k 30.73
Ishares Tr U.s. Tech Etf (IYW) 0.2 $3.6M 23k 159.52
Royal Caribbean Cruises (RCL) 0.2 $3.6M 16k 230.68
Flaherty & Crumrine/Claymore Total Retur (FLC) 0.2 $3.5M 208k 16.70
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $3.5M 30k 115.55
Tyson Foods Cl A (TSN) 0.2 $3.5M 60k 57.44
Duke Energy Corp Com New (DUK) 0.2 $3.5M 32k 107.74
Ishares Tr Ibds Dec28 Etf (IBDT) 0.2 $3.4M 138k 24.90
Clorox Company (CLX) 0.2 $3.4M 21k 162.41
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $3.4M 147k 23.18
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $3.4M 115k 29.70
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $3.4M 21k 164.17
Palo Alto Networks (PANW) 0.2 $3.3M 18k 181.96
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $3.3M 18k 188.28
Ishares Tr Ibonds Dec 29 (IBDU) 0.2 $3.3M 146k 22.80
Amphenol Corp Cl A (APH) 0.2 $3.2M 47k 69.45
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $3.2M 25k 127.59
Bristol Myers Squibb (BMY) 0.2 $3.2M 57k 56.56
Select Sector Spdr Tr Indl (XLI) 0.2 $3.1M 24k 131.76
Ishares Tr Msci Eafe Etf (EFA) 0.2 $3.1M 42k 75.61
Spdr Ser Tr S&p Regl Bkg (KRE) 0.2 $3.1M 51k 60.35
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) 0.2 $3.0M 156k 19.49
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $3.0M 29k 103.30
Amgen (AMGN) 0.2 $3.0M 12k 260.64
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.2 $2.9M 40k 74.02
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $2.9M 70k 41.82
Ford Motor Company (F) 0.2 $2.9M 296k 9.90
Kroger (KR) 0.2 $2.9M 48k 61.15
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $2.9M 15k 190.88
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $2.8M 28k 102.09
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $2.8M 62k 44.92
First Tr Exchange-traded Nasdaq Buywrite (FTQI) 0.1 $2.8M 132k 20.82
Invesco Actively Managed Exc S&p500 Downsid (PHDG) 0.1 $2.7M 72k 37.25
Nike CL B (NKE) 0.1 $2.7M 35k 75.67
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.7M 30k 88.40
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $2.7M 231k 11.53
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $2.7M 12k 224.35
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $2.7M 25k 108.24
Advanced Micro Devices (AMD) 0.1 $2.7M 22k 120.79
Ishares Tr Select Divid Etf (DVY) 0.1 $2.6M 20k 131.29
Cheniere Energy Com New (LNG) 0.1 $2.6M 12k 214.87
Shopify Cl A (SHOP) 0.1 $2.6M 25k 106.33
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $2.6M 51k 50.32
Ishares Silver Tr Ishares (SLV) 0.1 $2.6M 98k 26.33
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 0.1 $2.6M 137k 18.77
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $2.5M 45k 56.38
Morgan Stanley Com New (MS) 0.1 $2.5M 20k 125.72
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $2.5M 53k 47.82
Ishares Em Mkt Sm-cp Etf (EEMS) 0.1 $2.5M 43k 58.14
Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $2.5M 27k 92.51
Southern Company (SO) 0.1 $2.5M 30k 82.32
Delta Air Lines Inc Del Com New (DAL) 0.1 $2.5M 41k 60.50
Marvell Technology (MRVL) 0.1 $2.5M 22k 110.45
Nuveen Multi-Strategy Income & Growth (JPC) 0.1 $2.5M 314k 7.86
J&J Snack Foods (JJSF) 0.1 $2.5M 16k 155.13
Douglas Emmett (DEI) 0.1 $2.4M 131k 18.56
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $2.4M 19k 124.96
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $2.4M 52k 46.24
Enterprise Products Partners (EPD) 0.1 $2.4M 75k 31.36
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $2.4M 24k 99.92
ConocoPhillips (COP) 0.1 $2.3M 24k 99.17
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $2.3M 46k 50.88
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $2.3M 89k 26.19
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $2.3M 85k 27.32
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $2.3M 41k 56.48
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $2.3M 116k 19.84
Nuveen Cr Strategies Income Com Shs (JQC) 0.1 $2.3M 403k 5.69
Honeywell International (HON) 0.1 $2.3M 10k 225.90
FirstEnergy (FE) 0.1 $2.3M 57k 39.78
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $2.3M 46k 49.96
Ishares Tr Expanded Tech (IGV) 0.1 $2.3M 23k 100.12
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $2.3M 90k 24.99
Intl Gnrl Insurance Hldngs L SHS (IGIC) 0.1 $2.2M 94k 23.76
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $2.2M 13k 176.67
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $2.2M 80k 27.57
Paccar (PCAR) 0.1 $2.2M 21k 104.02
Uber Technologies (UBER) 0.1 $2.2M 36k 60.32
Kinder Morgan (KMI) 0.1 $2.2M 79k 27.40
Ishares Tr Core High Dv Etf (HDV) 0.1 $2.1M 19k 112.26
Plexus (PLXS) 0.1 $2.1M 14k 156.48
Allison Transmission Hldngs I (ALSN) 0.1 $2.1M 20k 108.06
Nextera Energy (NEE) 0.1 $2.1M 30k 71.69
Blackstone Group Inc Com Cl A (BX) 0.1 $2.1M 12k 172.42
DNP Select Income Fund (DNP) 0.1 $2.1M 239k 8.82
Airbnb Com Cl A (ABNB) 0.1 $2.1M 16k 131.41
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $2.1M 27k 77.89
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $2.1M 73k 28.15
Ishares Tr Eafe Value Etf (EFV) 0.1 $2.1M 39k 52.47
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $2.1M 44k 46.88
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.1 $2.0M 40k 51.38
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $2.0M 39k 51.70
Raytheon Technologies Corp (RTX) 0.1 $2.0M 17k 115.72
Realty Income (O) 0.1 $2.0M 37k 53.41
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.1 $2.0M 128k 15.53
Woodward Governor Company (WWD) 0.1 $1.9M 12k 166.42
Columbia Banking System (COLB) 0.1 $1.9M 71k 27.01
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.9M 24k 78.61
Timothy Plan U S Sm Cp Core (TPSC) 0.1 $1.9M 48k 39.05
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP) 0.1 $1.9M 74k 25.40
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $1.9M 38k 49.05
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $1.9M 103k 18.22
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $1.8M 38k 48.91
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.1 $1.8M 73k 25.25
Novo-nordisk A S Adr (NVO) 0.1 $1.8M 21k 86.02
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.8M 16k 117.48
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.8M 19k 96.83
Unum (UNM) 0.1 $1.8M 25k 73.03
Reaves Util Income Com Sh Ben Int (UTG) 0.1 $1.8M 57k 31.69
Boston Scientific Corporation (BSX) 0.1 $1.8M 20k 89.32
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.8M 23k 78.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.8M 23k 78.01
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $1.8M 71k 25.05
Hershey Company (HSY) 0.1 $1.8M 10k 169.35
Target Corporation (TGT) 0.1 $1.7M 13k 135.18
CVS Caremark Corporation (CVS) 0.1 $1.7M 38k 44.89
Sempra Energy (SRE) 0.1 $1.7M 20k 87.72
First Tr Value Line Divid In SHS (FVD) 0.1 $1.7M 39k 43.64
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $1.7M 18k 93.06
Select Sector Spdr Tr Communication (XLC) 0.1 $1.7M 17k 96.81
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $1.7M 48k 34.13
Iperionx Sponsored Ads (IPX) 0.1 $1.6M 46k 34.40
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.6M 26k 60.75
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $1.6M 53k 29.86
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $1.6M 17k 95.47
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $1.6M 17k 92.45
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $1.6M 13k 123.53
Wells Fargo Adv Multi-Sector Inco Fund (ERC) 0.1 $1.5M 169k 9.19
Cal Maine Foods Com New (CALM) 0.1 $1.5M 15k 102.92
Electromed (ELMD) 0.1 $1.5M 51k 29.55
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $1.5M 31k 48.29
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.5M 12k 128.83
Wayside Technology (CLMB) 0.1 $1.5M 12k 126.75
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $1.5M 19k 79.13
Ishares Tr International Sl (ISCF) 0.1 $1.5M 46k 32.28
Dell Technologies CL C (DELL) 0.1 $1.5M 13k 115.24
Tapestry (TPR) 0.1 $1.5M 22k 65.33
Pacer Fds Tr Globl Cash Etf (GCOW) 0.1 $1.4M 43k 33.74
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $1.4M 12k 115.18
Pacer Fds Tr Pacer Us Small (CALF) 0.1 $1.4M 32k 44.01
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.1 $1.4M 60k 23.20
Lam Research Corp Com New (LRCX) 0.1 $1.4M 19k 72.23
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) 0.1 $1.4M 15k 90.55
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $1.4M 39k 34.97
Phillips 66 (PSX) 0.1 $1.3M 12k 113.93
SYSCO Corporation (SYY) 0.1 $1.3M 18k 76.46
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.3M 23k 58.18
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $1.3M 23k 57.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.3M 30k 44.04
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $1.3M 18k 74.27
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $1.3M 26k 50.28
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $1.3M 48k 27.28
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.1 $1.3M 25k 52.32
Chipotle Mexican Grill (CMG) 0.1 $1.3M 21k 60.30
Us Bancorp Del Com New (USB) 0.1 $1.3M 27k 47.83
Dimensional Etf Trust Global Cr Etf (DGCB) 0.1 $1.3M 24k 52.60
Alamos Gold Com Cl A (AGI) 0.1 $1.3M 69k 18.44
Ishares Tr Core Total Usd (IUSB) 0.1 $1.3M 28k 45.20
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $1.3M 15k 81.98
Arch Cap Group Ord (ACGL) 0.1 $1.2M 14k 92.35
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.1 $1.2M 12k 107.61
Ark Etf Tr Innovation Etf (ARKK) 0.1 $1.2M 22k 56.77
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $1.2M 11k 114.73
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.2M 14k 89.04
Prologis (PLD) 0.1 $1.2M 12k 105.70
First Tr Exchange-traded Managd Mun Etf (FMB) 0.1 $1.2M 24k 51.01
Ishares Tr Broad Usd High (USHY) 0.1 $1.2M 32k 36.79
Pinnacle Financial Partners (PNFP) 0.1 $1.2M 10k 114.39
Amplify Etf Tr Amplify Mobile P (IPAY) 0.1 $1.2M 21k 57.98
Vaneck Etf Trust Rare Earth And S (REMX) 0.1 $1.2M 30k 39.01
Rio Tinto Sponsored Adr (RIO) 0.1 $1.2M 20k 58.81
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $1.2M 13k 89.33
Eastman Chemical Company (EMN) 0.1 $1.1M 13k 91.32
Spdr Ser Tr S&p Bk Etf (KBE) 0.1 $1.1M 21k 55.47
Ishares Tr U.s. Utilits Etf (IDU) 0.1 $1.1M 12k 96.21
Gap (GAP) 0.1 $1.1M 48k 23.63
Shell Spon Ads (SHEL) 0.1 $1.1M 18k 62.65
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.1 $1.1M 30k 36.99
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.1 $1.1M 28k 40.14
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.1 $1.1M 50k 22.04
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.1M 11k 100.60
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $1.1M 26k 40.67
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.1M 13k 84.14
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $1.0M 17k 63.45
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.0M 20k 51.14
Astrazeneca Sponsored Adr (AZN) 0.1 $1.0M 16k 65.52
Devon Energy Corporation (DVN) 0.1 $1.0M 31k 32.73
Citigroup Com New (C) 0.1 $1.0M 14k 70.39
Block Cl A (XYZ) 0.1 $1.0M 12k 84.99
Intel Corporation (INTC) 0.1 $1.0M 50k 20.05
Pinnacle West Capital Corporation (PNW) 0.1 $999k 12k 84.77
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.1 $997k 26k 39.08
Freeport-mcmoran CL B (FCX) 0.1 $981k 26k 38.08
Hp (HPQ) 0.1 $978k 30k 32.63
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.1 $961k 20k 47.99
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.1 $959k 43k 22.48
Limoneira Company (LMNR) 0.1 $958k 39k 24.46
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $935k 11k 89.08
Genesis Energy Unit Ltd Partn (GEL) 0.0 $934k 92k 10.11
CRH Ord (CRH) 0.0 $930k 10k 92.52
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $927k 33k 27.87
Ishares Tr Exponential Tech (XT) 0.0 $917k 15k 59.66
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $914k 10k 87.90
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.0 $911k 35k 26.19
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $910k 12k 75.69
Star Bulk Carriers Corp. Shs Par (SBLK) 0.0 $904k 60k 14.95
Occidental Petroleum Corporation (OXY) 0.0 $883k 18k 49.41
Schlumberger Com Stk (SLB) 0.0 $879k 23k 38.34
Olin Corp Com Par $1 (OLN) 0.0 $874k 26k 33.80
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.0 $868k 16k 54.23
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $862k 21k 40.41
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $858k 37k 23.27
Baker Hughes Company Cl A (BKR) 0.0 $841k 21k 41.02
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.0 $834k 16k 51.25
Aberdeen Income Cred Strat (ACP) 0.0 $831k 139k 5.97
Sprott Physical Gold Tr Unit (PHYS) 0.0 $829k 41k 20.14
Molson Coors Beverage CL B (TAP) 0.0 $824k 14k 57.32
Ares Capital Corporation (ARCC) 0.0 $820k 38k 21.89
CenterPoint Energy (CNP) 0.0 $818k 26k 31.73
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.0 $811k 34k 24.05
Cohen & Steers Quality Income Realty (RQI) 0.0 $809k 66k 12.24
Strategy Ns 7handl Idx (HNDL) 0.0 $809k 38k 21.33
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $807k 17k 48.16
One Gas (OGS) 0.0 $804k 12k 69.25
Williams Companies (WMB) 0.0 $802k 15k 54.12
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $801k 11k 76.06
Exelon Corporation (EXC) 0.0 $790k 21k 37.64
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $788k 26k 30.47
Maiden Holdings SHS 0.0 $788k 466k 1.69
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.0 $779k 17k 46.69
Baxter International (BAX) 0.0 $774k 27k 29.16
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $771k 13k 58.00
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $767k 34k 22.70
Vaneck Etf Trust Preferred Securt (PFXF) 0.0 $750k 44k 17.25
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $749k 15k 49.94
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.0 $747k 15k 48.42
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.0 $741k 29k 25.52
Archer Daniels Midland Company (ADM) 0.0 $740k 15k 50.52
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $739k 13k 58.27
First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $735k 12k 59.77
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.0 $733k 10k 70.59
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.0 $732k 24k 30.01
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $732k 23k 31.44
Western Asset Global Cp Defi (GDO) 0.0 $729k 64k 11.33
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $722k 12k 58.35
Tractor Supply Company (TSCO) 0.0 $712k 13k 53.06
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $706k 12k 57.27
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $701k 26k 27.38
John Hancock Preferred Income Fund III (HPS) 0.0 $698k 46k 15.03
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) 0.0 $698k 19k 37.52
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $691k 11k 65.08
BP Sponsored Adr (BP) 0.0 $686k 23k 29.56
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.0 $679k 41k 16.63
Ishares Msci Emrg Chn (EMXC) 0.0 $667k 12k 55.45
Comcast Corp Cl A (CMCSA) 0.0 $663k 18k 37.53
Vale S A Sponsored Ads (VALE) 0.0 $663k 75k 8.87
Blackrock Core Bd Tr Shs Ben Int (BHK) 0.0 $660k 63k 10.46
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $657k 13k 52.27
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $656k 25k 25.83
First Tr Inter Duration Pfd & Income (FPF) 0.0 $655k 36k 18.00
Gaming & Leisure Pptys (GLPI) 0.0 $643k 13k 48.16
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.0 $643k 14k 45.76
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $634k 32k 19.82
Ishares Tr Core Div Grwth (DGRO) 0.0 $628k 10k 61.34
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $627k 18k 34.75
Southwest Airlines (LUV) 0.0 $622k 19k 33.62
Halliburton Company (HAL) 0.0 $619k 23k 27.19
Pan American Silver Corp Can (PAAS) 0.0 $608k 30k 20.22
Allspring Income Opportunit Inc Oppty Fd (EAD) 0.0 $606k 88k 6.89
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.0 $606k 42k 14.55
CSX Corporation (CSX) 0.0 $605k 19k 32.27
Jasper Therapeutics Com New (JSPR) 0.0 $600k 28k 21.38
Annaly Capital Management In Com New (NLY) 0.0 $596k 33k 18.30
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.0 $596k 13k 44.56
Sibanye Stillwater Sponsored Adr (SBSW) 0.0 $592k 179k 3.30
Hercules Technology Growth Capital (HTGC) 0.0 $578k 29k 20.09
Global X Fds Artificial Etf (AIQ) 0.0 $563k 15k 38.64
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.0 $555k 29k 19.16
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.0 $552k 11k 50.21
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $552k 22k 24.92
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $541k 19k 29.01
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $539k 23k 23.61
Toast Cl A (TOST) 0.0 $528k 15k 36.45
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.0 $525k 13k 41.29
Ishares Tr Core Intl Aggr (IAGG) 0.0 $520k 10k 49.92
Enbridge (ENB) 0.0 $513k 12k 42.43
Fs Kkr Capital Corp (FSK) 0.0 $510k 24k 21.72
Agnc Invt Corp Com reit (AGNC) 0.0 $503k 55k 9.21
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $496k 11k 43.47
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.0 $490k 12k 42.51
MPLX Com Unit Rep Ltd (MPLX) 0.0 $489k 10k 47.86
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $489k 22k 22.70
MGM Resorts International. (MGM) 0.0 $487k 14k 34.65
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $487k 23k 21.07
Truist Financial Corp equities (TFC) 0.0 $482k 11k 43.38
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $479k 10k 46.54
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.0 $472k 11k 43.27
Viatris (VTRS) 0.0 $459k 37k 12.45
Huntington Bancshares Incorporated (HBAN) 0.0 $454k 28k 16.27
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $452k 40k 11.28
Sony Group Corp Sponsored Adr (SONY) 0.0 $452k 21k 21.16
Enovix Corp (ENVX) 0.0 $450k 41k 10.87
Ishares Msci Gbl Etf New (PICK) 0.0 $450k 13k 34.99
Northeast Cmnty Bancorp (NECB) 0.0 $443k 18k 24.46
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.0 $431k 10k 42.87
Teck Resources CL B (TECK) 0.0 $424k 11k 40.53
Crispr Therapeutics Namen Akt (CRSP) 0.0 $419k 11k 39.36
Blue Owl Capital Com Cl A (OWL) 0.0 $413k 18k 23.26
Super Micro Computer Com New (SMCI) 0.0 $403k 13k 30.48
Rivian Automotive Com Cl A (RIVN) 0.0 $402k 30k 13.30
Owl Rock Capital Corporation (OBDC) 0.0 $400k 26k 15.12
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.0 $395k 15k 25.64
Alps Etf Tr Alerian Energy (ENFR) 0.0 $395k 13k 31.15
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $390k 11k 36.08
PPL Corporation (PPL) 0.0 $387k 12k 32.46
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $386k 39k 9.81
Companhia De Saneamento Basi Sponsored Adr (SBS) 0.0 $379k 26k 14.33
GSK Sponsored Adr (GSK) 0.0 $377k 11k 33.82
Mosaic (MOS) 0.0 $377k 15k 24.58
Rithm Capital Corp Com New (RITM) 0.0 $374k 35k 10.83
Cleveland-cliffs (CLF) 0.0 $373k 40k 9.40
American Superconductor Corp Shs New (AMSC) 0.0 $371k 15k 24.63
Doubleline Income Solutions (DSL) 0.0 $371k 30k 12.57
Walgreen Boots Alliance 0.0 $370k 40k 9.33
Nuveen Insd Dividend Advantage (NVG) 0.0 $367k 30k 12.26
Innovator Etfs Trust Grwt Aclrtd Plus (QTJL) 0.0 $365k 11k 32.48
Advisors Inner Circle Fd Ii 3edge Dynamic Us (EDGU) 0.0 $365k 15k 24.96
Cenovus Energy (CVE) 0.0 $365k 24k 15.15
Nuveen Real (JRI) 0.0 $359k 30k 12.13
Fidelity Covington Trust Crypto Ind & Dig (FDIG) 0.0 $356k 11k 32.49
Collaborative Investmnt Ser Rareview Sys Eqt (RSEE) 0.0 $356k 13k 28.49
Regions Financial Corporation (RF) 0.0 $355k 15k 23.52
Flaherty & Crumrine Pref. Incme Opp (PFO) 0.0 $352k 39k 9.01
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $348k 31k 11.29
Prospect Cap Corp Note 0.0 $338k 341k 0.99
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF) 0.0 $336k 14k 24.48
Nuveen Mtg opportunity term (JLS) 0.0 $334k 19k 18.00
Key (KEY) 0.0 $334k 20k 17.14
Ubs Group SHS (UBS) 0.0 $325k 11k 30.32
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $323k 13k 25.58
AllianceBernstein Global Hgh Incm (AWF) 0.0 $315k 29k 10.73
Ready Cap Corp Com reit (RC) 0.0 $315k 46k 6.82
Peak (DOC) 0.0 $312k 15k 20.27
Global X Fds Global X Uranium (URA) 0.0 $310k 12k 26.78
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI) 0.0 $310k 12k 27.03
Permian Resources Corp Class A Com (PR) 0.0 $309k 22k 14.38
Oklo Com Cl A (OKLO) 0.0 $308k 15k 21.23
Simmons 1st Natl Corp Cl A $1 Par (SFNC) 0.0 $304k 14k 22.18
Blackrock Debt Strategies Com New (DSU) 0.0 $295k 27k 10.76
Coeur Mng Com New (CDE) 0.0 $288k 50k 5.72
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $276k 13k 21.26
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $275k 12k 23.93
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $275k 24k 11.66
United Ins Hldgs (ACIC) 0.0 $269k 20k 13.46
Nordstrom 0.0 $267k 11k 24.15
Global X Fds Us Pfd Etf (PFFD) 0.0 $262k 13k 19.51
Gates Indl Corp Ord Shs (GTES) 0.0 $261k 13k 20.57
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL) 0.0 $255k 11k 23.48
Special Opportunities Fund (SPE) 0.0 $254k 17k 14.63
Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $252k 11k 23.47
Hancock John Prem Divid Com Sh Ben Int (PDT) 0.0 $251k 20k 12.74
Tidal Etf Tr Unlimited Hfnd (HFND) 0.0 $251k 12k 21.75
Inmode SHS (INMD) 0.0 $250k 15k 16.70
Blackrock Muniholdings Insured Fund II (MUE) 0.0 $250k 25k 10.00
New Gold Inc Cda (NGD) 0.0 $248k 100k 2.48
Western Asset Emerging Mrkts Dbt Fnd (EMD) 0.0 $245k 26k 9.62
Kimbell Rty Partners Unit (KRP) 0.0 $245k 15k 16.23
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $244k 14k 17.93
Wk Kellogg Com Shs 0.0 $241k 13k 17.99
Bondbloxx Etf Trust Usd High Yield B (HYSA) 0.0 $238k 16k 14.95
Arbor Realty Trust (ABR) 0.0 $238k 17k 13.85
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.0 $237k 13k 18.08
Kenvue (KVUE) 0.0 $234k 11k 21.35
Ishares Msci Brazil Etf (EWZ) 0.0 $232k 10k 22.51
Mfs Multimarket Income Tr Sh Ben Int (MMT) 0.0 $232k 49k 4.69
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $230k 10k 22.07
Blackrock Muniyield Quality Fund II (MQT) 0.0 $229k 23k 9.86
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $225k 19k 12.17
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $218k 15k 14.49
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $213k 22k 9.77
Golub Capital BDC (GBDC) 0.0 $213k 14k 15.16
Snap Cl A (SNAP) 0.0 $212k 20k 10.77
Franklin Resources (BEN) 0.0 $206k 10k 20.29
Transalta Corp (TAC) 0.0 $205k 15k 14.15