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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, VTI, MSFT, IVV, QQQ, and represent 14.80% of Sowell Financial Services's stock portfolio.
Added to shares of these 10 stocks: VTI (+$45M), DFAC (+$30M), ITOT (+$14M), AVGO (+$13M), VXUS (+$12M), DFAX (+$12M), IXUS (+$10M), DFAU (+$7.3M), VCIT (+$5.4M), ESGS (+$5.3M).
Started 65 new stock positions in SIVR, PFXF, VONE, IBDW, HYMB, IVE, Fidelity Wise Origin Bitcoin, MPW, GCT, RWO.
Reduced shares in these 10 stocks: VCSH (-$8.2M), FVD (-$6.6M), GBIL (-$5.2M), SGOV, , AAPL, XLE, DVY, , FTSL.
Sold out of its positions in FAX, ADX, OZK, GLW, DT, Etf Managers Tr purefunds ise cy, EMQQ, FDX, FTEC, DMAR.
Sowell Financial Services was a net buyer of stock by $151M.
Sowell Financial Services has $2.1B in assets under management (AUM), dropping by 14.85%.
Central Index Key (CIK): 0001633697

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Portfolio Holdings for Sowell Financial Services

Sowell Financial Services holds 544 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Sowell Financial Services has 544 total positions. Only the first 250 positions are shown.

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Download the Sowell Financial Services March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.1	$67M	-4%	388k	171.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.0	$64M	+245%	244k	259.90	View chart
Microsoft Corporation (MSFT)	3.0	$63M		149k	420.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$61M	-2%	116k	525.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.8	$60M	-2%	135k	444.60	View chart
NVIDIA Corporation (NVDA)	2.2	$46M	+7%	51k	903.55	View chart
Amazon Stock (AMZN)	2.1	$45M		248k	180.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$38M	+6%	73k	524.72	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.7	$36M	+505%	1.1M	31.95	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.5	$31M	-4%	191k	164.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$28M	-3%	65k	420.53	View chart
Two Rds Shared Tr Affinity World (WLDR)	1.1	$24M		764k	31.22	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$23M	+102%	389k	60.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$23M	-5%	68k	337.05	View chart
Sprott Physical Gold Tr Unit (PHYS)	1.1	$22M	-3%	1.3M	17.30	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.9	$18M	+2%	321k	56.98	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.8	$18M	-22%	175k	100.89	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$17M		49k	344.20	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$17M	+239%	658k	25.44	View chart
JPMorgan Chase & Co. (JPM)	0.8	$17M	-3%	83k	200.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$16M	+4%	105k	150.93	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$15M	+1122%	132k	115.30	View chart
Meta Platforms Cl A (META)	0.7	$15M	+23%	31k	485.58	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.7	$15M	-9%	136k	110.05	View chart
Exxon Mobil Corporation (XOM)	0.7	$15M	-4%	127k	116.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$14M		144k	97.94	View chart
Broadcom Stock (AVGO)	0.6	$13M	NEW	10k	1325.46	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$13M	+14%	141k	94.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$13M	-37%	173k	77.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$13M	-9%	80k	162.86	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.6	$13M	-2%	657k	19.72	View chart
Eli Lilly & Co. (LLY)	0.6	$13M	+38%	17k	777.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$13M	-7%	84k	152.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$12M	-4%	26k	480.71	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$12M	+507%	180k	67.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$12M		164k	74.22	View chart
Chevron Corporation (CVX)	0.6	$12M		75k	157.74	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$12M	+166%	318k	36.54	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.5	$11M	-14%	120k	91.86	View chart
Abbvie (ABBV)	0.5	$11M		59k	182.10	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$10M	-4%	125k	83.58	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$10M	+12%	227k	45.59	View chart
Costco Wholesale Corporation (COST)	0.5	$10M		14k	732.59	View chart
Bank of America Corporation (BAC)	0.5	$10M	-6%	272k	37.92	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$10M	+5%	49k	208.27	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$9.6M	-22%	102k	94.41	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$9.5M	-4%	144k	65.87	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$9.3M	+5%	84k	110.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$9.2M	-15%	114k	80.63	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$9.1M	-14%	158k	57.86	View chart
Johnson & Johnson (JNJ)	0.4	$9.1M	-5%	58k	158.20	View chart
Qualcomm Stock (QCOM)	0.4	$8.9M	-3%	53k	169.30	View chart
Merck & Co (MRK)	0.4	$8.8M		67k	132.72	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.4	$8.8M	-18%	175k	50.45	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$8.8M	-33%	88k	100.71	View chart
Visa Com Cl A (V)	0.4	$8.8M	+3%	32k	279.07	View chart
Coca-Cola Company (KO)	0.4	$8.7M	-9%	141k	61.66	View chart
Verizon Communications Stock (VZ)	0.4	$8.4M	-16%	199k	41.96	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$8.3M	+4%	197k	41.95	View chart
United Parcel Service CL B (UPS)	0.4	$8.2M		55k	148.64	View chart
Novo-nordisk A S Adr (NVO)	0.4	$8.2M	+43%	63k	129.33	View chart
Walt Disney Company (DIS)	0.4	$8.2M	+25%	67k	122.37	View chart
Netflix (NFLX)	0.4	$8.1M	+5%	13k	607.35	View chart
Mastercard Incorporated Cl A (MA)	0.4	$8.0M	-12%	17k	481.56	View chart
Starbucks Corporation (SBUX)	0.4	$8.0M		87k	91.39	View chart
Wal-Mart Stores (WMT)	0.4	$8.0M	+136%	132k	60.38	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$7.9M	+14%	189k	42.01	View chart
Wells Fargo & Company (WFC)	0.4	$7.9M		136k	57.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$7.7M	-11%	31k	249.87	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.4	$7.5M	-5%	98k	76.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$7.4M	-3%	35k	210.31	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.3	$7.2M	+25%	276k	26.08	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$7.2M	+14%	72k	100.54	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.3	$7.1M		662k	10.69	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$7.0M		442k	15.73	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$6.9M	-10%	113k	61.53	View chart
McDonald's Corporation (MCD)	0.3	$6.6M		24k	281.94	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$6.5M	+486%	80k	80.51	View chart
UnitedHealth (UNH)	0.3	$6.4M	-3%	13k	494.67	View chart
salesforce (CRM)	0.3	$6.3M	+8%	21k	301.60	View chart
Boeing Company (BA)	0.3	$6.3M	-11%	33k	193.00	View chart
Oneok (OKE)	0.3	$6.3M		78k	80.16	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$6.3M		28k	225.00	View chart
Fidelity Comwlth Tr Stock (ONEQ)	0.3	$6.2M	-21%	97k	64.40	View chart
Advanced Micro Devices (AMD)	0.3	$6.2M	+41%	35k	180.48	View chart
Tesla Motors (TSLA)	0.3	$6.2M	+22%	35k	175.80	View chart
International Business Machines (IBM)	0.3	$6.1M		32k	190.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$6.0M	-5%	33k	182.61	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$6.0M	-6%	15k	398.74	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$6.0M	-9%	116k	51.60	View chart
Home Depot (HD)	0.3	$6.0M	-17%	16k	383.63	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$5.9M	+8%	51k	114.14	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$5.8M	+28%	97k	59.86	View chart
Altria (MO)	0.3	$5.8M	+10%	130k	44.60	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$5.7M		32k	179.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$5.7M	-6%	28k	205.74	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$5.5M	+4%	121k	45.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$5.4M	+391%	89k	60.74	View chart
Pepsi (PEP)	0.3	$5.4M	-4%	30k	176.29	View chart
Columbia Etf Tr I Us Esg Equity (ESGS)	0.2	$5.3M	NEW	119k	44.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$5.3M		107k	49.19	View chart
Procter & Gamble Company (PG)	0.2	$5.2M		32k	162.26	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$5.2M	-8%	291k	17.91	View chart
Caterpillar (CAT)	0.2	$5.1M	+3%	14k	366.41	View chart
Pfizer (PFE)	0.2	$5.1M	-4%	184k	27.75	View chart
3M Company (MMM)	0.2	$5.1M	+15%	48k	106.06	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.2	$5.0M		98k	50.56	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$5.0M	-3%	41k	121.00	View chart
Listed Fd Tr Alexis Practical (LEXI)	0.2	$4.9M		173k	28.55	View chart
Cisco Systems (CSCO)	0.2	$4.9M	-27%	98k	49.90	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$4.8M	-14%	32k	147.72	View chart
Philip Morris International (PM)	0.2	$4.7M	+10%	51k	92.92	View chart
At&t (T)	0.2	$4.7M	-6%	265k	17.60	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.2	$4.6M	-7%	53k	87.49	View chart
Kraft Heinz (KHC)	0.2	$4.6M	+3%	124k	36.90	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$4.5M	+33%	200k	22.77	View chart
Dow (DOW)	0.2	$4.5M	-2%	78k	57.93	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$4.4M	-8%	43k	102.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.2	$4.4M	+138%	104k	42.78	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$4.4M	NEW	19k	238.34	View chart
Waste Management (WM)	0.2	$4.4M	+54%	21k	213.13	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$4.4M	-2%	23k	190.67	View chart
Schwab Charles Family Amt Tax Free Mny (SCTXX)	0.2	$4.3M		4.3M	1.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$4.3M	+193%	49k	86.48	View chart
MetLife (MET)	0.2	$4.2M		57k	74.11	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$4.0M	-22%	66k	61.65	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$4.0M	-3%	12k	346.62	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$3.9M	-2%	29k	135.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.9M		23k	169.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.2	$3.9M	+5%	94k	41.17	View chart
ConocoPhillips (COP)	0.2	$3.9M	-4%	30k	127.27	View chart
General Mills (GIS)	0.2	$3.9M	-4%	55k	69.97	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$3.8M	-37%	83k	46.22	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.2	$3.8M		124k	30.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.2	$3.8M		102k	37.48	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$3.8M	-14%	90k	42.12	View chart
Ford Motor Company (F)	0.2	$3.8M		284k	13.28	View chart
Duke Energy Corp Com New (DUK)	0.2	$3.8M	+2%	39k	96.70	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$3.6M	+13%	143k	25.28	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$3.6M	-6%	79k	45.94	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$3.6M		33k	107.60	View chart
Abbott Laboratories (ABT)	0.2	$3.5M	+29%	31k	113.67	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$3.5M	-16%	28k	125.96	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$3.5M	NEW	30k	115.81	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.5M	-7%	18k	191.88	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$3.4M	+12%	40k	84.43	View chart
Colgate-Palmolive Company (CL)	0.2	$3.3M		37k	90.04	View chart
Intel Corporation (INTC)	0.2	$3.3M	-22%	75k	44.17	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.2	$3.3M	NEW	52k	63.17	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.2	$3.2M		90k	35.91	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$3.2M	+3%	121k	26.75	View chart
Amgen (AMGN)	0.2	$3.2M	-3%	11k	284.31	View chart
Flaherty & Crumrine/Claymore Total Retur (FLC)	0.2	$3.2M	+4%	208k	15.46	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$3.2M	+11%	41k	77.52	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$3.2M	-12%	29k	108.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.2M	+12%	44k	72.62	View chart
Bristol Myers Squibb (BMY)	0.1	$3.2M	+8%	58k	54.23	View chart
Fidelity Wise Origin Bitcoin SHS	0.1	$3.2M	NEW	51k	62.06	View chart
Tyson Foods Cl A (TSN)	0.1	$3.1M		53k	58.74	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$3.1M	-2%	54k	58.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.1M		39k	79.85	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$3.1M	NEW	11k	270.84	View chart
Clorox Company (CLX)	0.1	$3.0M		20k	153.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$3.0M	-24%	13k	228.62	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.1	$3.0M		52k	57.03	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$2.9M	+31%	21k	140.52	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$2.9M	+142%	27k	107.40	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$2.9M	-10%	25k	114.97	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.1	$2.9M	NEW	26k	111.58	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.9M	-4%	70k	41.08	View chart
Amphenol Corp Cl A (APH)	0.1	$2.8M		24k	115.57	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$2.8M	+7%	64k	43.36	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.7M	+2%	14k	201.52	View chart
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL)	0.1	$2.7M	+3%	34k	80.15	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$2.7M	-6%	25k	106.50	View chart
Phillips 66 (PSX)	0.1	$2.7M	-2%	16k	163.34	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$2.6M	-16%	24k	110.22	View chart
Uber Technologies (UBER)	0.1	$2.6M		34k	77.00	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.6M	NEW	11k	225.94	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.6M	+3%	25k	103.78	View chart
Kroger (KR)	0.1	$2.6M	+8%	45k	57.13	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.6M	-49%	21k	123.17	View chart
Paccar (PCAR)	0.1	$2.5M	+3%	20k	123.88	View chart
Taylor Devices (TAYD)	0.1	$2.5M	NEW	50k	49.76	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$2.5M	+38%	78k	31.62	View chart
CVS Caremark Corporation (CVS)	0.1	$2.4M		31k	79.76	View chart
J&J Snack Foods (JJSF)	0.1	$2.4M		17k	145.32	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$2.4M	+2%	33k	73.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.4M	-3%	48k	50.18	View chart
Nuveen Pfd & Income Opportun Stock (JPC)	0.1	$2.4M	+31%	330k	7.24	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.4M		28k	84.08	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$2.4M	NEW	28k	86.17	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$2.4M		55k	43.04	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$2.3M	-18%	18k	127.15	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$2.3M	+3%	91k	25.49	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$2.3M	-2%	39k	58.84	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$2.3M	-10%	63k	36.58	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$2.3M	+9%	25k	92.41	View chart
Devon Energy Corporation (DVN)	0.1	$2.3M	+11%	46k	50.18	View chart
Nuveen Cr Strategies Income Stock (JQC)	0.1	$2.3M		407k	5.62	View chart
Dnp Select Income Stock (DNP)	0.1	$2.3M	+121%	250k	9.14	View chart
Standex Int'l (SXI)	0.1	$2.3M	+8%	13k	182.20	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.3M	-21%	12k	183.86	View chart
Oracle Corporation (ORCL)	0.1	$2.3M	+17%	18k	125.60	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.3M	+83%	21k	110.13	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$2.3M	+53%	20k	115.79	View chart
FirstEnergy (FE)	0.1	$2.2M	+5%	58k	38.63	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.1	$2.2M	NEW	61k	36.69	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.1	$2.2M	+25%	105k	21.24	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.2M	+19%	16k	136.60	View chart
Cheniere Energy Com New (LNG)	0.1	$2.2M	-3%	14k	161.28	View chart
Invesco Actively Managed Etf S&p500 Downsid (PHDG)	0.1	$2.2M		60k	36.77	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$2.2M	-75%	52k	42.24	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$2.2M		18k	123.89	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$2.2M	+2%	91k	23.85	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.2M	-22%	40k	54.40	View chart
Morgan Stanley Com New (MS)	0.1	$2.2M		23k	94.15	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$2.2M		18k	117.20	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$2.1M	-19%	127k	16.91	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$2.1M	-5%	29k	73.04	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$2.1M	NEW	11k	186.79	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$2.1M	NEW	25k	85.29	View chart
Southern Company (SO)	0.1	$2.1M	-8%	30k	71.75	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$2.1M		94k	22.41	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$2.1M		92k	22.75	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$2.1M	-31%	73k	28.69	View chart
Us Bancorp Del Com New (USB)	0.1	$2.1M	+10%	46k	45.20	View chart
Zoetis Cl A (ZTS)	0.1	$2.1M	+18%	12k	169.19	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$2.1M	+142%	60k	34.69	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.1M		21k	97.55	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$2.1M	NEW	10k	205.09	View chart
American Tower Reit (AMT)	0.1	$2.1M	-8%	11k	197.61	View chart
Target Corporation (TGT)	0.1	$2.1M	-24%	12k	177.22	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$2.0M	+6%	41k	50.29	View chart
Wp Carey (WPC)	0.1	$2.0M	-6%	36k	57.31	View chart
Blackrock Science & Technolo SHS (BST)	0.1	$2.0M	-6%	55k	36.93	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$2.0M		72k	28.19	View chart
Rxsight (RXST)	0.1	$2.0M	+19%	39k	51.57	View chart
Douglas Emmett (DEI)	0.1	$2.0M	+5%	141k	14.06	View chart
Unilever Spon Adr New (UL)	0.1	$2.0M		39k	50.19	View chart
Enterprise Products Partners (EPD)	0.1	$1.9M	+2%	65k	29.19	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.9M		15k	131.38	View chart
Flaherty & Crumrine/Claymore Preferred S (FFC)	0.1	$1.9M	+2%	128k	14.85	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$1.9M	-52%	39k	48.49	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.1	$1.9M	-5%	53k	35.61	View chart
Invesco Db Us Dlr Index Tr Bearish Fd (UDN)	0.1	$1.8M	+35%	103k	17.99	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$1.8M	-2%	54k	34.28	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$1.8M	-5%	33k	56.16	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.8M	-2%	19k	94.68	View chart
Woodward Governor Company (WWD)	0.1	$1.8M		12k	154.08	View chart

Past Filings by Sowell Financial Services

SEC 13F filings are viewable for Sowell Financial Services going back to 2016

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
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

View all past filings

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