Sowell Financial Services LLC Purchases in Q2 2025

Sowell Financial Services LLC

  • $2.34 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
1.18K
+ 2.61%
$50.48 - $64.85 $59.4K - $76.3K
46.3K $3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
552
+ 6.15%
$180.84 - $240.32 $99.8K - $133K
9.53K $2.29M
KR
Kroger CO

Consumer Defensive
3.87K
+ 8.07%
$64.62 - $74.0 $250K - $286K
51.8K $3.72M
PAHC
Phibro Animal Health Corp

Healthcare
2.68K
+ 2.89%
$16.53 - $25.66 $44.3K - $68.7K
95.2K $2.43M
AA
Alcoa Corp

Basic Materials
15.4K
New
$22.57 - $30.84 $347K - $474K
15.4K $453K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.2K
+ 5.05%
$79.56 - $82.92 $334K - $348K
87.3K $7.24M
URI
United Rentals, Inc.

Industrials
78
+ 2.55%
$551.94 - $753.4 $43.1K - $58.8K
3.14K $2.36M
IBDV
Ishares Tr

Technology
20.2K
New
$21.28 - $21.98 $430K - $444K
20.2K $443K
DT
Dynatrace, Inc.

Technology
7.84K
New
$41.21 - $55.9 $323K - $438K
7.84K $433K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
8.59K
New
$48.64 - $50.07 $418K - $430K
8.59K $425K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.22K
+ 4.07%
$108.87 - $133.04 $133K - $162K
31.2K $4.15M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.19K
+ 189.41%
$40.82 - $43.14 $375K - $397K
14K $605K
RS
Reliance Steel & Aluminum CO

Basic Materials
1.27K
New
$262.08 - $316.81 $332K - $401K
1.27K $397K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.16K
+ 10.45%
$32.66 - $40.75 $168K - $210K
54.5K $2.21M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.6K
New
$40.51 - $71.03 $227K - $398K
5.6K $393K
ITA
Ishares Tr

ETFs
587
+ 7.69%
$135.31 - $188.64 $79.4K - $111K
8.22K $1.55M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.51K
+ 5.34%
$57.14 - $72.68 $86K - $109K
29.7K $2.16M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
17.5K
New
$20.23 - $21.04 $353K - $367K
17.5K $367K
NKE
Nike, Inc.

Consumer Cyclical
981
+ 2.63%
$53.27 - $72.04 $52.3K - $70.7K
38.2K $2.72M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.2K
+ 2.48%
$23.4 - $29.68 $51.6K - $65.4K
91K $2.7M
DGX
Quest Diagnostics Inc

Healthcare
2.5K
New
N/A
2.5K $343K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
2.24K
New
$89.13 - $167.48 $200K - $376K
2.24K $340K
TTWO
Take Two Interactive Software Inc

Communication Services
1.4K
New
$194.58 - $243.05 $273K - $341K
1.4K $340K
IWD
Ishares Russell 1000 Val ETF

ETFs
453
+ 1.43%
$166.82 - $194.23 $75.6K - $88K
32.1K $6.23M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.14K
+ 7.41%
$152.93 - $181.74 $174K - $207K
16.5K $3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
768
+ 0.6%
$19.6 - $24.44 $15.1K - $18.8K
129K $3.14M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.19K
+ 4.28%
$83.54 - $100.04 $183K - $219K
53.3K $5.3M
UTHR
United Therapeutics Corp

Healthcare
1.16K
New
$276.47 - $328.4 $321K - $381K
1.16K $333K
EEM
Ishares Msci Emerging Markets

ETFs
211
+ 0.3%
$38.52 - $48.28 $8.13K - $10.2K
71.4K $3.44M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.42K
+ 12.92%
$47.46 - $55.3 $257K - $300K
47.4K $2.61M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.75K
+ 8.52%
$45.88 - $54.4 $172K - $204K
47.8K $2.6M
CSGP
Costar Group, Inc.

Real Estate
3.85K
+ 52.92%
$72.62 - $83.22 $279K - $320K
11.1K $893K
HYG
Ishares Tr

ETFs
3.32K
+ 13.94%
$75.75 - $80.65 $251K - $268K
27.1K $2.19M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
7.1K
+ 16.03%
$32.99 - $38.56 $234K - $274K
51.3K $1.95M
ASTS
Ast Space Mobile, Inc.

Communication Services
1.6K
+ 16.87%
$20.07 - $51.83 $32.1K - $82.9K
11.1K $517K
DASH
Door Dash, Inc.

Communication Services
908
+ 74.86%
$163.16 - $246.51 $148K - $224K
2.12K $522K
CGUS
Capital Group Core Equity ETF
4.32K
+ 10.81%
$29.93 - $36.93 $129K - $159K
44.3K $1.63M
VGT
Vanguard Information Technolog

ETFs
182
+ 12.28%
$470.37 - $663.28 $85.6K - $121K
1.66K $1.1M
HBAN
Huntington Bancshares Inc

Financial Services
13K
+ 28.97%
$12.49 - $16.76 $162K - $217K
57.7K $967K
KRE
Spdr S&P Regional Banking ETF

ETFs
2.66K
+ 5.82%
$48.81 - $59.48 $130K - $158K
48.3K $2.87M
XLU
Utilities Sector Spdr

ETFs
3.09K
+ 26.95%
$73.09 - $82.77 $226K - $256K
14.5K $1.19M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
815
+ 6.7%
$101.93 - $128.63 $83.1K - $105K
13K $1.67M
USD
Proshares Ultra Semiconductors

ETFs
3.77K
New
$29.19 - $74.0 $110K - $279K
3.77K $278K
VEA
Vanguard Ftse Developed Market

ETFs
89
+ 0.19%
$45.65 - $57.01 $4.06K - $5.07K
46.7K $2.66M
PFE
Pfizer Inc

Healthcare
19.3K
+ 10.83%
$21.59 - $24.84 $416K - $479K
197K $4.78M
CGXU
Capital Group Intl Focus Equit

ETFs
10K
New
$21.44 - $27.35 $214K - $273K
10K $271K
FOXA
Fox Corp

Communication Services
5.26K
+ 11.88%
$47.21 - $57.04 $248K - $300K
49.6K $2.78M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
8.5K
+ 109.11%
N/A
16.3K $513K
AVAV
Aero Vironment Inc

Industrials
936
New
$111.65 - $284.95 $105K - $267K
936 $266K
Activity Summary
Buys All Purchases 555 New Holdings 101 Increased Positions 454 Sells All Sells 433 Reductions 433 Sold out 0 Options Calls 0 Puts 0
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