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
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
10.5K
New
$24.31 - $25.29 $256K - $266K
10.5K $265K
EUFN
Ishares Msci Europe Financials

ETFs
8.3K
New
$24.77 - $32.27 $206K - $268K
8.3K $262K
IEMG
Ishares Inc

ETFs
4.82K
+ 3.69%
N/A
135K $7.27M
IVE
Ishares S&P 500 Value ETF

ETFs
948
+ 6.22%
$168.34 - $195.42 $160K - $185K
16.2K $3.16M
STRL
Sterling Construction CO Inc

Industrials
154
+ 8.09%
$104.96 - $231.51 $16.2K - $35.7K
2.06K $474K
FDVV
Fidelity High Dividend ETF

ETFs
4.21K
+ 26.86%
$43.6 - $52.02 $184K - $219K
19.9K $1.04M
MGC
Vanguard Mega Cap ETF

ETFs
1.14K
New
$179.23 - $224.92 $205K - $257K
1.14K $257K
FTQI
First Trust ETF Vi First Trust

ETFs
8.12K
+ 6.11%
$16.83 - $19.58 $137K - $159K
141K $2.76M
XLC
Select Sector Spdr Tr Communic

ETFs
288
+ 1.66%
$86.13 - $108.53 $24.8K - $31.3K
17.7K $1.92M
VT
Vanguard Total World Stk Index

ETFs
255
+ 1.47%
$103.16 - $128.52 $26.3K - $32.8K
17.6K $2.26M
SYF
Synchrony Financial

Financial Services
1.22K
+ 10.16%
$43.81 - $66.74 $53.4K - $81.4K
13.2K $882K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.46K
New
$122.04 - $169.14 $179K - $248K
1.46K $247K
CLH
Clean Harbors Inc

Industrials
1.05K
New
$182.1 - $233.5 $190K - $244K
1.05K $241K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
609
+ 2.2%
$114.78 - $133.31 $69.9K - $81.2K
28.3K $3.77M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.65K
+ 3.75%
$50.36 - $50.68 $234K - $236K
129K $6.52M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.14K
New
$45.9 - $47.2 $236K - $243K
5.14K $241K
INTA
Intapp, Inc.

Technology
4.67K
New
$48.49 - $59.55 $226K - $278K
4.67K $240K
EFG
Msci Eafe Growth ETF

ETFs
194
+ 1.07%
$89.8 - $112.0 $17.4K - $21.7K
18.3K $2.04M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.07K
+ 4.04%
$71.86 - $82.66 $76.8K - $88.4K
27.5K $2.27M
FN
Fabrinet

Technology
813
New
$171.03 - $298.93 $139K - $243K
813 $239K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.35K
+ 3.41%
$35.35 - $42.68 $83K - $100K
71.1K $3.03M
CFG
Citizens Financial Group Inc

Financial Services
5.31K
New
$34.27 - $44.75 $182K - $238K
5.31K $237K
VIG
Vanguard Dividend Appreciation

ETFs
1.3K
+ 4.44%
N/A
30.5K $5.55M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.39K
+ 8.43%
$39.89 - $49.46 $95.3K - $118K
30.7K $1.52M
PDD
Pinduoduo Inc.

Consumer Cyclical
2.26K
New
$88.35 - $122.19 $200K - $276K
2.26K $236K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.35K
+ 20.69%
$100.04 - $100.54 $235K - $236K
13.7K $1.38M
WTMF
Wisdomtree Tr Managed Futures

ETFs
6.63K
New
$32.91 - $35.38 $218K - $234K
6.63K $233K
T
At&T Inc.

Communication Services
2.46K
+ 1.01%
$26.33 - $28.94 $64.9K - $71.3K
247K $7.13M
CRK
Comstock Resources Inc

Energy
8.36K
New
$17.12 - $30.74 $143K - $257K
8.36K $231K
CIEN
Ciena Corp

Technology
2.82K
New
$53.5 - $83.89 $151K - $236K
2.82K $229K
TFLO
Ishares Treasury Floating Rate

ETFs
4.54K
New
$50.47 - $50.66 $229K - $230K
4.54K $229K
ILDR
First Tr Exchange Traded Fd Vi
4.99K
+ 36.87%
$20.6 - $29.43 $103K - $147K
18.5K $544K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
107
+ 2.12%
$468.22 - $566.51 $50.1K - $60.6K
5.15K $2.92M
TTD
Trade Desk, Inc.

Technology
3.14K
New
$45.27 - $79.4 $142K - $249K
3.14K $225K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.29K
New
$37.18 - $42.55 $197K - $225K
5.29K $225K
VRIG
Invesco Actively Managed ETF F

ETFs
8.97K
New
$24.89 - $25.14 $223K - $226K
8.97K $224K
TD
Toronto Dominion Bank

Financial Services
3.04K
New
$55.71 - $73.45 $169K - $223K
3.04K $223K
NTES
Net Ease, Inc.

Communication Services
1.66K
New
$91.37 - $134.58 $151K - $223K
1.66K $222K
DAL
Delta Air Lines, Inc.

Industrials
54
+ 0.14%
$35.88 - $52.99 $1.94K - $2.86K
38.8K $1.91M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
3.27K
New
$62.08 - $73.58 $203K - $241K
3.27K $219K
GBIL
Goldman Sachs Access Treasury

ETFs
2.17K
+ 6.88%
$99.83 - $100.19 $217K - $218K
33.8K $3.38M
AGNC
Agnc Investment Corp.

Real Estate
26.7K
+ 33.22%
$8.12 - $9.49 $217K - $254K
107K $985K
CRS
Carpenter Technology Corp

Industrials
779
New
$151.3 - $276.38 $118K - $215K
779 $215K
EHC
Encompass Health Corp

Healthcare
1.75K
New
$96.12 - $122.63 $168K - $215K
1.75K $214K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
9.2K
New
$23.29 - $23.38 $214K - $215K
9.2K $214K
ADM
Archer Daniels Midland CO

Consumer Defensive
4.07K
New
$41.79 - $54.16 $170K - $221K
4.07K $214K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.43K
New
$113.67 - $150.4 $162K - $214K
1.43K $214K
CMF
Ishares California Muni Bond E

ETFs
3.85K
New
$54.52 - $56.7 $210K - $218K
3.85K $214K
MBB
Ishares Tr

ETFs
2.26K
+ 35.21%
$91.41 - $94.22 $207K - $213K
8.68K $814K
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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