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
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.35K
+ 12.89%
$103.88 - $123.68 $140K - $167K
11.8K $1.46M
VGSH
Vanguard

ETFs
3.57K
+ 11.2%
$58.32 - $58.95 $208K - $210K
35.4K $2.08M
UFPT
Ufp Technologies Inc

Healthcare
872
New
$186.83 - $253.3 $163K - $221K
872 $212K
FAST
Fastenal CO

Industrials
5.07K
New
$40.65 - $83.16 $206K - $422K
5.07K $212K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.31K
New
$48.13 - $49.85 $207K - $215K
4.31K $211K
MAR
Marriott International Inc

Consumer Cyclical
258
+ 6.44%
$211.12 - $274.14 $54.5K - $70.7K
4.27K $1.17M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.53K
New
$120.49 - $141.16 $184K - $216K
1.53K $211K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
5.42K
New
$30.25 - $38.85 $164K - $210K
5.42K $210K
CDNS
Cadence Design Systems Inc

Technology
114
+ 3.49%
$231.64 - $323.08 $26.4K - $36.8K
3.38K $1.04M
ABCB
Ameris Bancorp

Financial Services
3.24K
New
$50.69 - $64.92 $164K - $210K
3.24K $209K
AER
Aer Cap Holdings N.V.

Industrials
1.77K
New
$88.97 - $117.24 $158K - $208K
1.77K $207K
VNO
Vornado Realty Trust

Real Estate
5.41K
New
$31.74 - $41.27 $172K - $223K
5.41K $206K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.4K
New
$49.48 - $61.22 $168K - $208K
3.4K $206K
MELI
Mercadolibre Inc

Consumer Cyclical
79
New
$1794.73 - $2613.63 $142K - $206K
79 $206K
PNR
Pentair PLC

Industrials
2K
New
$76.17 - $103.58 $153K - $208K
2K $205K
TOST
Toast, Inc.

Technology
4.61K
New
$30.03 - $45.23 $138K - $208K
4.61K $204K
USPH
U S Physical Therapy Inc

Healthcare
2.61K
New
$65.08 - $79.84 $170K - $208K
2.61K $204K
CF
Cf Industries Holdings, Inc.

Basic Materials
2.21K
New
$68.47 - $102.48 $151K - $226K
2.21K $203K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
7.48K
New
$21.28 - $27.19 $159K - $203K
7.48K $203K
IPAR
Inter Parfums Inc

Consumer Defensive
1.53K
New
$99.7 - $141.48 $152K - $216K
1.53K $200K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
616
New
$224.32 - $326.09 $138K - $201K
616 $200K
USFD
Us Foods Holding Corp.

Consumer Defensive
418
+ 2.95%
$60.47 - $79.12 $25.3K - $33.1K
14.6K $1.12M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
671
+ 18.36%
$101.69 - $139.02 $68.2K - $93.3K
4.33K $601K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.93K
+ 15.14%
$58.63 - $59.9 $172K - $176K
22.3K $1.33M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
6.68K
+ 4.38%
$22.7 - $23.33 $152K - $156K
159K $3.71M
STX
Seagate Technology Holdings PLC

Technology
313
+ 13.29%
$66.54 - $144.33 $20.8K - $45.2K
2.67K $385K
VEEV
Veeva Systems Inc

Healthcare
405
+ 34.18%
$209.39 - $289.94 $84.8K - $117K
1.59K $457K
ETN
Eaton Corp PLC

Industrials
62
+ 3.42%
$246.52 - $356.99 $15.3K - $22.1K
1.88K $669K
CAG
Conagra Brands Inc.

Consumer Defensive
15.5K
+ 65.21%
$20.4 - $26.78 $316K - $415K
39.2K $803K
HSBC
Hsbc Holdings PLC

Financial Services
782
+ 2.15%
$46.68 - $61.09 $36.5K - $47.8K
37.2K $2.26M
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.74K
+ 44.32%
$53.23 - $70.65 $306K - $406K
18.7K $1.08M
FIS
Fidelity National Information Services, Inc.

Technology
1.26K
+ 12.67%
$68.14 - $82.13 $85.9K - $104K
11.2K $912K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.3K
+ 7.22%
$91.23 - $97.27 $118K - $126K
19.2K $1.87M
FDIG
Fidelity Covington Tr Crypto I

ETFs
1K
+ 9.13%
$21.38 - $35.6 $21.4K - $35.6K
12K $425K
MCO
Moodys Corp

Financial Services
219
+ 16.49%
$396.7 - $501.59 $86.9K - $110K
1.55K $775K
ICE
Intercontinental Exchange, Inc.

Financial Services
525
+ 9.54%
$151.62 - $183.47 $79.6K - $96.3K
6.03K $1.11M
VOT
Vanguard Mid Cap Growth Index

ETFs
77
+ 2.33%
$216.28 - $284.39 $16.7K - $21.9K
3.38K $960K
SGOL
Abrdn Gold ETF Trust

ETFs
809
+ 1.15%
$28.39 - $32.75 $23K - $26.5K
71K $2.24M
SYK
Stryker Corp

Healthcare
194
+ 6.73%
$337.37 - $395.63 $65.4K - $76.8K
3.08K $1.22M
VTWO
Vanguard Russell 2000 ETF

ETFs
731
+ 5.68%
$70.56 - $87.22 $51.6K - $63.8K
13.6K $1.19M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
10.4K
New
$12.71 - $14.52 $132K - $151K
10.4K $144K
PDP
Invesco Exchange Traded Fd Tr

ETFs
350
+ 3.03%
$89.44 - $108.59 $31.3K - $38K
11.9K $1.29M
FLEX
Flex Ltd.

Technology
313
+ 4.2%
$26.68 - $50.09 $8.35K - $15.7K
7.76K $387K
HSY
Hershey CO

Consumer Defensive
1.25K
+ 9.58%
$151.29 - $173.13 $188K - $216K
14.2K $2.36M
SYY
Sysco Corp

Consumer Defensive
1.73K
+ 11.52%
$68.0 - $75.91 $118K - $132K
16.8K $1.27M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.02K
+ 12.09%
$60.34 - $74.89 $61.4K - $76.2K
9.44K $707K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
310
+ 0.05%
$9.86 - $10.92 $3.06K - $3.39K
662K $7.22M
VBR
Vanguard Small Cap Value ETF

ETFs
199
+ 2.0%
$162.76 - $195.77 $32.4K - $39K
10.2K $1.98M
CTVA
Corteva, Inc.

Basic Materials
754
+ 12.03%
$55.52 - $74.53 $41.9K - $56.2K
7.02K $523K
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
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email