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
VNQ
Vanguard Specialized Funds Van

ETFs
413
+ 3.93%
$85.55 - $94.34 $35.3K - $39K
10.9K $978K
VNLA
Janus Henderson Short Duration

ETFs
698
+ 1.85%
$48.89 - $49.21 $34.1K - $34.3K
38.4K $1.89M
CDE
Coeur Mining, Inc.

Basic Materials
5.55K
+ 11.05%
$5.02 - $7.29 $27.9K - $40.5K
55.8K $330K
GERN
Geron Corp

Healthcare
27K
New
$1.59 - $3.6 $42.9K - $97.2K
27K $42K
DFSD
Dimensional ETF Tr Short Durat

ETFs
252
+ 0.57%
$46.74 - $47.55 $11.8K - $12K
44.1K $2.1M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
5K
+ 12.72%
$9.49 - $9.97 $47.5K - $49.9K
44.3K $424K
PPA
Invesco Exchange Traded Fd Tr

ETFs
166
+ 1.56%
$113.59 - $123.29 $18.9K - $20.5K
10.8K $1.26M
CRVS
Corvus Pharmaceuticals, Inc.

Healthcare
12K
New
$3.18 - $6.03 $38.2K - $72.4K
12K $38K
GPS
Gap Inc

Consumer Cyclical
1.82K
+ 3.8%
N/A
49.9K $1.01M
LDSF
First Tr ETF Viii Low Duration

ETFs
1.4K
+ 1.03%
$18.68 - $18.94 $26.2K - $26.5K
138K $2.6M
BNDX
Vanguard Total International B

ETFs
867
+ 2.26%
$48.33 - $49.5 $41.9K - $42.9K
39.2K $1.91M
SLI
Standard Lithium Ltd.

Basic Materials
27.5K
New
$1.2 - $1.7 $33K - $46.8K
27.5K $34K
IGF
Ishares Global Infrastructure

ETFs
47
+ 0.37%
$51.96 - $54.84 $2.44K - $2.58K
12.6K $689K
DVY
Ishares Tr

ETFs
17
+ 0.08%
$128.58 - $138.1 $2.19K - $2.35K
20.2K $2.68M
FDVV
Fidelity High Dividend ETF

ETFs
701
+ 4.68%
$48.86 - $52.28 $34.3K - $36.6K
15.7K $778K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.29K
+ 10.23%
$25.12 - $26.05 $32.4K - $33.6K
13.9K $350K
ENFR
Alerian Energy Infrastructure

ETFs
251
+ 1.98%
$30.27 - $34.12 $7.6K - $8.56K
12.9K $423K
FTGC
First Trust Global Tactical CO

ETFs
279
+ 2.43%
$23.95 - $25.86 $6.68K - $7.21K
11.8K $300K
DNN
Denison Mines Corp.

Energy
20.3K
New
$1.3 - $2.1 $26.4K - $42.6K
20.3K $26K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
696
+ 2.17%
$19.7 - $20.61 $13.7K - $14.3K
32.7K $659K
BHK
Blackrock Core Bond Trust

Financial Services
52
+ 0.08%
$10.15 - $10.86 $528 - $565
63.2K $685K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
781
+ 7.6%
$44.96 - $47.9 $35.1K - $37.4K
11.1K $503K
SPTS
Spdr Portfolio Short Term Trea

ETFs
665
+ 3.57%
$28.92 - $29.24 $19.2K - $19.4K
19.3K $564K
DFAR
Dimensional ETF Tr Dimensional

ETFs
130
+ 0.35%
$22.35 - $24.52 $2.91K - $3.19K
37K $879K
TMC
Tmc The Metals CO Inc.

Basic Materials
12.1K
New
$1.05 - $2.37 $12.7K - $28.6K
12.1K $20K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.16K
+ 4.98%
$30.73 - $32.26 $35.6K - $37.4K
24.4K $751K
ORCC
Owl Rock Capital Corp

Financial Services
1.44K
+ 5.45%
N/A
27.9K $373K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
6
+ 0.0%
$16.54 - $17.22 $99.2 - $103
208K $3.5M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
76
+ 0.22%
$22.46 - $23.26 $1.71K - $1.77K
33.9K $783K
SHYD
Vaneck Short High Yield Muni E

ETFs
609
+ 1.43%
$22.46 - $22.9 $13.7K - $13.9K
43.3K $973K
BA
Boeing CO

Industrials
1.17K
+ 4.1%
$148.15 - $186.25 $173K - $217K
29.6K $5.04M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
112
+ 1.08%
$69.15 - $74.69 $7.74K - $8.37K
10.5K $747K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
1.21K
+ 5.28%
$22.83 - $23.75 $27.5K - $28.6K
24K $553K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
256
+ 2.46%
$49.42 - $50.43 $12.7K - $12.9K
10.7K $533K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
1.89K
+ 4.38%
$55.05 - $58.37 $104K - $110K
45.1K $2.52M
GBDC
Golub Capital Bdc, Inc.

Financial Services
848
+ 6.03%
$14.46 - $15.96 $12.3K - $13.5K
14.9K $225K
ORGN
Origin Materials, Inc.

Basic Materials
17.4K
New
$0.66 - $1.25 $11.5K - $21.8K
17.4K $11K
PDT
John Hancock Premium Dividend Fund

Financial Services
273
+ 1.39%
$12.43 - $13.08 $3.39K - $3.57K
20K $261K
IVE
Ishares S&P 500 Value ETF

ETFs
78
+ 0.51%
$185.78 - $198.58 $14.5K - $15.5K
15.2K $2.91M
TNYA
Tenaya Therapeutics, Inc.

Healthcare
19.2K
New
$0.44 - $1.52 $8.47K - $29.3K
19.2K $10K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
408
+ 0.35%
$19.8 - $19.97 $8.08K - $8.15K
117K $2.32M
NRZ
New Residential Investment Corp.

Real Estate
1.11K
+ 3.2%
N/A
35.7K $258K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
5
+ 0.02%
$9.62 - $10.03 $48.1 - $50.2
25.5K $251K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
1.69K
+ 2.35%
$36.16 - $38.77 $61.1K - $65.5K
73.6K $2.69M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
12
+ 0.05%
$9.83 - $10.34 $118 - $124
21.9K $218K
TAC
Transalta Corp

Utilities
8.02K
+ 55.25%
$8.76 - $14.44 $70.2K - $116K
22.5K $210K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
656
+ 2.84%
$20.7 - $21.15 $13.6K - $13.9K
23.8K $492K
IEMG
Ishares Inc

ETFs
90
+ 0.07%
N/A
131K $7.01M
XLC
Select Sector Spdr Tr Communic

ETFs
234
+ 1.37%
$94.84 - $105.31 $22.2K - $24.6K
17.4K $1.66M
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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