Sowell Financial Services LLC Purchases in Q1 2025

Sowell Financial Services LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JBBB
Janus Detroit Str Tr Henderson

ETFs
164K
New
$48.34 - $49.66 $7.95M - $8.16M
164K $8M
IWP
Ishares Russell Mid Cap Growth

ETFs
67.5K
New
$114.9 - $139.6 $7.76M - $9.42M
67.5K $7.94M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
112K
+ 148.74%
$64.88 - $72.1 $7.24M - $8.05M
187K $12.2M
LLY
Eli Lilly & CO

Healthcare
6.79K
New
$725.72 - $929.72 $4.93M - $6.31M
6.79K $5.61M
SPOT
Spotify Technology S.A.

Communication Services
8.38K
New
$457.79 - $648.32 $3.84M - $5.43M
8.38K $4.61M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
51.5K
+ 35.95%
$68.32 - $75.06 $3.52M - $3.86M
195K $14.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
133K
+ 516.2%
$29.34 - $31.31 $3.92M - $4.18M
159K $4.73M
BOND
Pimco Active Bond Exchange Tra

ETFs
33.7K
+ 14.68%
$89.27 - $92.9 $3.01M - $3.13M
263K $24.3M
CAH
Cardinal Health Inc

Healthcare
25.7K
New
$118.02 - $137.77 $3.03M - $3.54M
25.7K $3.54M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
67.4K
+ 12.95%
$50.48 - $51.04 $3.4M - $3.44M
588K $29.8M
GS
Goldman Sachs Group Inc

Financial Services
5.62K
New
$524.81 - $672.19 $2.95M - $3.78M
5.62K $3.07M
TPL
Texas Pacific Land Corp

Energy
2.2K
New
$1180.08 - $1431.01 $2.6M - $3.15M
2.2K $2.92M
ABBV
Abb Vie Inc.

Healthcare
4.98K
+ 8.5%
$169.2 - $216.66 $842K - $1.08M
63.6K $13.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
25.7K
+ 14.13%
$95.85 - $99.25 $2.46M - $2.55M
208K $20.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
11.2K
New
$254.58 - $302.92 $2.85M - $3.39M
11.2K $2.86M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5.6K
New
$497.6 - $606.74 $2.79M - $3.4M
5.6K $2.79M
MKL
Markel Corp

Financial Services
1.48K
New
$1660.14 - $2059.83 $2.46M - $3.05M
1.48K $2.77M
IVV
Ishares Core S&P 500 ETF

ETFs
8.61K
+ 10.94%
$554.06 - $615.85 $4.77M - $5.3M
87.4K $49.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5.05K
New
$522.96 - $601.18 $2.64M - $3.03M
5.05K $2.69M
MGK
Vanguard Mega Cap Growth ETF

ETFs
8.5K
New
$307.43 - $357.48 $2.61M - $3.04M
8.5K $2.62M
FOXA
Fox Corp

Communication Services
44.3K
New
$47.9 - $58.0 $2.12M - $2.57M
44.3K $2.51M
CRM
Salesforce, Inc.

Technology
9.35K
New
$268.36 - $359.95 $2.51M - $3.36M
9.35K $2.51M
PSA
Public Storage

Real Estate
8.15K
New
$288.99 - $313.98 $2.36M - $2.56M
8.15K $2.44M
BSX
Boston Scientific Corp

Healthcare
21.8K
+ 108.53%
$89.38 - $106.18 $1.95M - $2.32M
42K $4.24M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$663000.0 - $801950.0 $1.99M - $2.41M
3 $2.4M
PM
Philip Morris International Inc.

Consumer Defensive
3.55K
+ 7.79%
$117.15 - $158.79 $416K - $564K
49.1K $7.8M
ISRG
Intuitive Surgical Inc

Healthcare
4.58K
New
$476.63 - $610.45 $2.18M - $2.8M
4.58K $2.27M
TMUS
T Mobile Us, Inc.

Communication Services
5.62K
+ 34.13%
$211.3 - $272.83 $1.19M - $1.53M
22.1K $5.89M
MCK
Mckesson Corp

Healthcare
3.34K
New
$566.21 - $672.99 $1.89M - $2.25M
3.34K $2.25M
KO
Coca Cola CO

Consumer Defensive
12.5K
+ 8.77%
$60.81 - $72.32 $762K - $906K
155K $11.1M
AXP
American Express CO

Financial Services
8.29K
New
$255.39 - $325.87 $2.12M - $2.7M
8.29K $2.23M
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
95.3K
+ 12.45%
$28.67 - $31.89 $2.73M - $3.04M
861K $24.9M
DRI
Darden Restaurants Inc

Consumer Cyclical
10.6K
New
$180.02 - $208.56 $1.91M - $2.21M
10.6K $2.2M
LOW
Lowes Companies Inc

Consumer Cyclical
9.37K
New
$222.66 - $268.42 $2.09M - $2.52M
9.37K $2.19M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
23.9K
New
$87.72 - $111.91 $2.1M - $2.68M
23.9K $2.17M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
102K
+ 13.66%
$19.66 - $20.09 $2.01M - $2.06M
853K $16.9M
WM
Waste Management Inc

Industrials
9.21K
New
$200.54 - $233.78 $1.85M - $2.15M
9.21K $2.13M
AXON
Axon Enterprise, Inc.

Industrials
4.03K
New
$496.65 - $710.01 $2M - $2.86M
4.03K $2.12M
AGI
Alamos Gold Inc

Basic Materials
57.3K
+ 83.69%
$18.69 - $26.74 $1.07M - $1.53M
126K $3.36M
LMT
Lockheed Martin Corp

Industrials
4.7K
New
$423.19 - $506.29 $1.99M - $2.38M
4.7K $2.1M
IAU
Ishares Gold Trust

ETFs
501
+ 0.23%
$49.74 - $58.96 $24.9K - $29.5K
219K $12.9M
HSBC
Hsbc Holdings PLC

Financial Services
36.4K
New
$48.68 - $61.58 $1.77M - $2.24M
36.4K $2.09M
FDN
First Tr Fd Dow Jones

ETFs
9.18K
New
$221.38 - $266.86 $2.03M - $2.45M
9.18K $2.04M
SOXX
Ishares Semiconductor ETF

ETFs
10.8K
New
$188.17 - $235.81 $2.02M - $2.54M
10.8K $2.02M
ADP
Automatic Data Processing Inc

Industrials
6.57K
New
$286.85 - $318.64 $1.88M - $2.09M
6.57K $2.01M
SIVR
Abrdn Silver ETF Trust

ETFs
49.5K
+ 61.79%
$28.07 - $32.82 $1.39M - $1.62M
130K $4.21M
PAHC
Phibro Animal Health Corp

Healthcare
92.6K
New
$20.05 - $26.22 $1.86M - $2.43M
92.6K $1.98M
URI
United Rentals, Inc.

Industrials
3.06K
New
$594.17 - $789.56 $1.82M - $2.42M
3.06K $1.92M
UBER
Uber Technologies, Inc

Technology
20K
+ 55.47%
$63.17 - $81.49 $1.27M - $1.63M
56.2K $4.09M
Activity Summary
Buys All Purchases 823 New Holdings 536 Increased Positions 287 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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