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
PLW
Invesco 1 30 Laddered Treasury

ETFs
3.78K
+ 33.02%
N/A
15.2K $0
Super Micro Computer Inc
1.55K
+ 11.72%
N/A
14.8K $0
Fidelity Wise Origin Bitcoin
7.23K
+ 9.92%
N/A
80.1K $0
Reddit Inc
7.05K
New
N/A
7.05K $0
Dimensional ETF Trust
1.29K
+ 5.2%
N/A
26K $0
Summit Hotel Pptys
25K
New
N/A
25K $0
Solventum Corp
4.4K
New
N/A
4.4K $0
HPS
John Hancock Preferred Income Fund Iii

Financial Services
21
+ 0.05%
$14.1 - $15.53 $296 - $326
46.5K $696K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
54
+ 0.17%
$11.17 - $11.61 $603 - $627
30.9K $347K
SFNC
Simmons First National Corp

Financial Services
1.06K
+ 7.72%
$19.68 - $23.3 $20.8K - $24.6K
14.7K $302K
RF
Regions Financial Corp

Financial Services
943
+ 6.25%
$20.84 - $24.77 $19.7K - $23.4K
16K $348K
CLF
Cleveland Cliffs Inc.

Basic Materials
4.71K
+ 11.87%
$8.22 - $12.02 $38.7K - $56.6K
44.4K $364K
HAL
Halliburton CO

Energy
1.26K
+ 5.54%
$24.15 - $29.9 $30.5K - $37.7K
24K $609K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
5
+ 0.0%
$5.87 - $6.26 $29.4 - $31.3
139K $819K
FMB
First Tr Exchange Traded Fd Ii

ETFs
56
+ 0.24%
$50.17 - $51.45 $2.81K - $2.88K
23.6K $1.19M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.37K
+ 10.2%
$40.03 - $46.81 $255K - $298K
68.8K $2.79M
HNDL
Strategy Shs

ETFs
20
+ 0.05%
$20.7 - $21.8 $414 - $436
37.9K $796K
KEY
Keycorp

Financial Services
548
+ 2.81%
$15.15 - $18.3 $8.3K - $10K
20K $320K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
476
+ 2.93%
$48.06 - $53.73 $22.9K - $25.6K
16.7K $816K
PNQI
Invesco Nasdaq Internet ETF

ETFs
500
+ 3.0%
$43.72 - $51.15 $21.9K - $25.6K
17.2K $757K
MET
Metlife Inc

Financial Services
745
+ 1.4%
$77.7 - $87.0 $57.9K - $64.8K
53.9K $4.33M
CRSP
Crispr Therapeutics Ag

Healthcare
900
+ 8.45%
$34.03 - $53.02 $30.6K - $47.7K
11.6K $393K
OKE
Oneok Inc

Energy
822
+ 0.9%
$89.57 - $109.85 $73.6K - $90.3K
91.9K $9.12M
CGUS
Capital Group Core Equity ETF
910
+ 2.33%
$33.08 - $36.62 $30.1K - $33.3K
39.9K $1.33M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
941
+ 2.29%
$53.6 - $58.97 $50.4K - $55.5K
42K $2.28M
IWV
Ishares Russell 3000 ETF

ETFs
632
+ 4.73%
$313.1 - $349.83 $198K - $221K
14K $4.42M
JEPI
J P Morgan Exchange Traded Fd

ETFs
766
+ 0.74%
$56.17 - $59.71 $43K - $45.7K
104K $5.92M
RC
Ready Capital Corp

Real Estate
6.59K
+ 14.27%
$4.9 - $7.05 $32.3K - $46.5K
52.8K $268K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.32K
+ 3.97%
$24.91 - $29.02 $32.9K - $38.3K
34.6K $865K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.07K
+ 5.9%
$16.57 - $18.85 $101K - $114K
109K $1.81M
PNFP
Pinnacle Financial Partners Inc

Financial Services
194
+ 1.86%
$99.42 - $126.15 $19.3K - $24.5K
10.6K $1.12M
VTRS
Viatris Inc

Healthcare
7.98K
+ 21.64%
$8.68 - $12.42 $69.2K - $99.1K
44.8K $390K
RFG
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.03%
$43.07 - $51.51 $215 - $258
15.4K $676K
AMSC
American Superconductor Corp

Industrials
1.38K
+ 9.18%
$17.54 - $34.82 $24.3K - $48.2K
16.5K $298K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.79K
+ 6.35%
$121.0 - $142.28 $216K - $255K
30K $3.73M
HPQ
Hp Inc

Technology
765
+ 2.55%
$27.69 - $34.72 $21.2K - $26.6K
30.7K $850K
COLB
Columbia Banking System, Inc.

Financial Services
438
+ 0.62%
$23.89 - $28.84 $10.5K - $12.6K
71.3K $1.78M
GIS
General Mills Inc

Consumer Defensive
1.6K
+ 2.59%
$57.56 - $65.3 $91.9K - $104K
63.2K $3.78M
DFAU
Dimensional ETF Tr

ETFs
2.95K
+ 2.15%
$37.84 - $42.29 $111K - $125K
140K $5.37M
SSO
Proshares Ultra S&P 500

ETFs
1.4K
+ 5.14%
$80.57 - $100.21 $112K - $140K
28.5K $2.33M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
783
+ 2.44%
$36.64 - $45.76 $28.7K - $35.8K
32.9K $1.23M
HD
Home Depot, Inc.

Consumer Cyclical
299
+ 2.21%
$347.25 - $424.87 $104K - $127K
13.8K $5.06M
XLY
Select Sector Spdr Consumer Di

ETFs
597
+ 5.03%
$192.6 - $233.2 $115K - $139K
12.5K $2.46M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.37K
+ 0.86%
$32.42 - $36.13 $44.5K - $49.6K
161K $5.32M
UPS
United Parcel Service Inc

Industrials
7.64K
+ 11.47%
$109.66 - $136.26 $838K - $1.04M
74.3K $8.17M
OLN
Olin Corp

Basic Materials
336
+ 1.3%
$23.36 - $34.41 $7.85K - $11.6K
26.2K $635K
FTQI
First Trust ETF Vi First Trust

ETFs
656
+ 0.5%
$18.72 - $21.32 $12.3K - $14K
133K $2.51M
CLX
Clorox CO

Consumer Defensive
473
+ 2.24%
$141.76 - $162.89 $67.1K - $77K
21.6K $3.17M
SQ
Block, Inc.

Technology
1.2K
+ 10.13%
$54.04 - $92.95 $64.6K - $111K
13K $743K
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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