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
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.84K
New
N/A
2.84K $243K
PPG
Ppg Industries Inc

Basic Materials
2.22K
New
$107.44 - $124.29 $238K - $275K
2.22K $242K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
5.13K
New
$46.77 - $52.97 $240K - $272K
5.13K $241K
CW
Curtiss Wright Corp

Industrials
758
New
$304.82 - $384.07 $231K - $291K
758 $240K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.31K
New
$97.25 - $104.79 $225K - $242K
2.31K $239K
DFAX
Dimensional ETF Tr
9.07K
New
$24.45 - $27.2 $222K - $247K
9.07K $237K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.9K
New
$18.36 - $20.51 $218K - $244K
11.9K $237K
FDL
First Tr Morningstar Dividend

ETFs
5.45K
New
$39.69 - $43.83 $216K - $239K
5.45K $236K
RE
Everest Re Group LTD

Financial Services
635
New
N/A
635 $235K
MUSA
Murphy Usa Inc.

Consumer Cyclical
502
New
$435.02 - $515.95 $218K - $259K
502 $235K
SKY
Skyline Champion Corp

Consumer Cyclical
2.46K
New
$85.72 - $108.14 $211K - $266K
2.46K $233K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.43K
New
$56.12 - $68.15 $192K - $233K
3.43K $232K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
9.72K
New
$21.64 - $23.93 $210K - $233K
9.72K $232K
EQNR
Equinor Asa

Energy
8.77K
New
$22.37 - $26.45 $196K - $232K
8.77K $232K
SU
Suncor Energy Inc

Energy
5.94K
New
$34.27 - $40.63 $203K - $241K
5.94K $229K
VDE
Vanguard Energy ETF

ETFs
1.78K
New
$119.14 - $132.76 $212K - $237K
1.78K $228K
SJNK
Spdr Bloomberg Short Term High

ETFs
9.36K
+ 12.88%
$25.08 - $25.64 $235K - $240K
82.1K $2.06M
NET
Cloudflare, Inc.

Technology
2.01K
New
$110.71 - $176.5 $223K - $355K
2.01K $226K
SMG
Scotts Miracle Gro CO

Basic Materials
4.13K
New
$54.76 - $77.7 $226K - $321K
4.13K $226K
WELL
Welltower Inc.

Real Estate
1.48K
New
$124.05 - $156.86 $183K - $232K
1.48K $226K
AFRM
Affirm Holdings, Inc.

Technology
4.99K
New
$43.7 - $80.98 $218K - $404K
4.99K $225K
HUBS
Hubspot Inc

Technology
395
New
$571.29 - $819.71 $226K - $324K
395 $225K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
4.41K
New
$49.08 - $52.44 $216K - $231K
4.41K $225K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.31K
New
$42.3 - $53.69 $182K - $232K
4.31K $224K
IHDG
Wisdomtree Tr

ETFs
5.01K
+ 43.88%
$43.4 - $47.51 $217K - $238K
16.4K $718K
ON
On Semiconductor Corp

Technology
5.45K
New
$40.69 - $64.51 $222K - $351K
5.45K $221K
ARES
Ares Management Corp

Financial Services
1.51K
New
$140.19 - $198.28 $212K - $300K
1.51K $221K
DASH
Door Dash, Inc.

Communication Services
1.21K
New
$168.37 - $213.38 $204K - $259K
1.21K $221K
RPRX
Royalty Pharma PLC

Healthcare
7.08K
New
$25.75 - $33.86 $182K - $240K
7.08K $220K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
4.91K
New
$44.81 - $46.22 $220K - $227K
4.91K $220K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.01K
New
$101.42 - $113.2 $203K - $227K
2.01K $220K
INTC
Intel Corp

Technology
3.75K
+ 7.5%
$19.1 - $27.39 $71.5K - $103K
53.7K $1.22M
HBAN
Huntington Bancshares Inc

Financial Services
16.8K
+ 60.27%
$14.28 - $17.39 $240K - $293K
44.7K $671K
GPN
Global Payments Inc

Industrials
2.22K
New
$92.18 - $113.03 $204K - $251K
2.22K $217K
FLJH
Franklin Templeton ETF Tr

ETFs
7.04K
New
$30.1 - $32.06 $212K - $226K
7.04K $216K
JCI
Johnson Controls International PLC

Industrials
2.7K
New
$76.12 - $90.6 $205K - $244K
2.7K $216K
LHX
L3 Harris Technologies, Inc.

Industrials
1.03K
New
$194.65 - $222.86 $201K - $230K
1.03K $216K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.29K
New
$166.63 - $185.86 $215K - $240K
1.29K $215K
L
Loews Corp

Financial Services
2.35K
New
$81.13 - $91.91 $191K - $216K
2.35K $215K
VTR
Ventas, Inc.

Real Estate
3.13K
New
$56.9 - $70.47 $178K - $221K
3.13K $215K
ASTS
Ast Space Mobile, Inc.

Communication Services
9.48K
New
$17.72 - $33.8 $168K - $320K
9.48K $215K
STRL
Sterling Construction CO Inc

Industrials
1.9K
New
$108.65 - $200.56 $207K - $382K
1.9K $215K
SE
Sea LTD

Consumer Cyclical
1.66K
New
$104.87 - $146.31 $174K - $242K
1.66K $215K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.16K
New
$65.44 - $70.64 $207K - $223K
3.16K $215K
RGLD
Royal Gold Inc

Basic Materials
1.31K
New
$132.55 - $163.51 $173K - $214K
1.31K $213K
CCI
Crown Castle International Corp

Real Estate
2.04K
New
$84.33 - $106.39 $172K - $217K
2.04K $212K
BEP
Brookfield Renewable Partners L.P.

Utilities
9.6K
New
$20.03 - $23.79 $192K - $228K
9.6K $212K
ALC
Alcon Inc

Healthcare
2.21K
New
$82.73 - $96.8 $183K - $214K
2.21K $210K
OC
Owens Corning

Industrials
1.48K
New
$137.83 - $191.19 $203K - $282K
1.48K $210K
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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