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
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.32K
+ 10.93%
$102.02 - $103.5 $135K - $137K
13.4K $1.38M
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.19K
+ 4.96%
$47.09 - $48.01 $103K - $105K
46.3K $2.22M
PAVE
Global X Fds Us Infrastructure

ETFs
156
+ 0.76%
$33.78 - $43.68 $5.27K - $6.81K
20.6K $897K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.93K
+ 62.37%
$60.03 - $72.0 $116K - $139K
5.02K $332K
AFRM
Affirm Holdings, Inc.

Technology
57
+ 1.14%
$35.75 - $69.14 $2.04K - $3.94K
5.04K $348K
UAL
United Airlines Holdings, Inc.

Industrials
470
+ 5.92%
$56.15 - $84.23 $26.4K - $39.6K
8.41K $669K
IOO
Ishares Tr Global 100 ETF

ETFs
721
+ 18.67%
$84.95 - $107.81 $61.2K - $77.7K
4.58K $492K
PHM
Pultegroup Inc

Consumer Cyclical
1K
+ 17.08%
$92.02 - $106.54 $92.4K - $107K
6.88K $725K
PPTA
Perpetua Resources Corp.

Basic Materials
10K
New
$8.98 - $17.13 $89.8K - $171K
10K $121K
IHDG
Wisdomtree Tr

ETFs
2.2K
+ 13.42%
$38.54 - $46.0 $84.9K - $101K
18.6K $838K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.02K
+ 0.92%
$85.42 - $94.39 $87.1K - $96.3K
112K $10.5M
DDS
Dillard'S, Inc.

Consumer Cyclical
168
+ 22.58%
$294.77 - $422.75 $49.5K - $71K
912 $381K
AMCR
Amcor PLC

Consumer Cyclical
12.3K
New
$8.57 - $9.81 $106K - $121K
12.3K $113K
LMT
Lockheed Martin Corp

Industrials
72
+ 1.53%
$430.82 - $486.45 $31K - $35K
4.77K $2.21M
RE
Everest Re Group LTD

Financial Services
293
+ 46.14%
N/A
928 $344K
VLO
Valero Energy Corp

Energy
624
+ 5.79%
$104.69 - $141.77 $65.3K - $88.5K
11.4K $1.53M
PAAS
Pan American Silver Corp

Basic Materials
1.1K
+ 3.62%
$21.49 - $29.35 $23.7K - $32.3K
31.5K $894K
CRM
Salesforce, Inc.

Technology
240
+ 2.57%
$236.26 - $291.15 $56.7K - $69.9K
9.59K $2.61M
APO
Apollo Global Management, Inc.

Financial Services
524
+ 8.24%
$108.68 - $145.07 $56.9K - $76K
6.89K $976K
ITRI
Itron, Inc.

Technology
281
+ 11.08%
$92.04 - $132.78 $25.9K - $37.3K
2.82K $370K
IDV
Ishares Tr

ETFs
540
+ 2.1%
$27.79 - $34.84 $15K - $18.8K
26.2K $904K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.09K
+ 35.96%
$61.79 - $76.67 $67.4K - $83.6K
4.13K $313K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.64K
+ 16.49%
$34.72 - $42.74 $56.8K - $70K
11.6K $494K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.33K
+ 4.89%
$14.97 - $16.79 $79.7K - $89.4K
114K $1.91M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
80
+ 3.89%
$87.64 - $143.29 $7.01K - $11.5K
2.14K $305K
FCNCA
First Citizens Bancshares Inc

Financial Services
25
+ 5.1%
$1561.69 - $1966.55 $39K - $49.2K
515 $1.01M
SNPS
Synopsys Inc

Technology
38
+ 3.98%
$380.9 - $517.66 $14.5K - $19.7K
992 $508K
OMFL
Invesco Exchange Traded Self I

ETFs
272
+ 1.48%
$48.43 - $57.78 $13.2K - $15.7K
18.7K $1.08M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
121
+ 1.88%
$44.23 - $62.66 $5.35K - $7.58K
6.57K $411K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
306
+ 9.95%
$104.23 - $134.39 $31.9K - $41.1K
3.38K $454K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.9K
+ 2.05%
$44.68 - $45.96 $84.8K - $87.2K
94.5K $4.33M
ABT
Abbott Laboratories

Healthcare
108
+ 0.45%
$123.95 - $138.08 $13.4K - $14.9K
23.9K $3.25M
RIET
ETF Ser Solutions Hoya Capital

ETFs
10.1K
New
$8.8 - $10.01 $88.8K - $101K
10.1K $95K
PINS
Pinterest, Inc.

Communication Services
717
+ 5.12%
$24.21 - $35.95 $17.4K - $25.8K
14.7K $528K
SAN
Banco Santander, S.A.

Financial Services
9.09K
+ 82.55%
$5.72 - $8.32 $52K - $75.7K
20.1K $166K
SCHW
Schwab Charles Corp

Financial Services
43
+ 0.63%
$69.06 - $91.24 $2.97K - $3.92K
6.85K $624K
GD
General Dynamics Corp

Industrials
110
+ 3.48%
$247.68 - $291.66 $27.2K - $32.1K
3.27K $954K
PNFP
Pinnacle Financial Partners Inc

Financial Services
395
+ 3.73%
$87.19 - $111.51 $34.4K - $44K
11K $1.21M
TMC
Tmc The Metals CO Inc.

Basic Materials
4.52K
+ 37.37%
$1.62 - $7.49 $7.32K - $33.8K
16.6K $109K
RF
Regions Financial Corp

Financial Services
2.53K
+ 15.76%
$18.34 - $23.52 $46.3K - $59.4K
18.6K $436K
INSM
Insmed Inc

Healthcare
69
+ 2.06%
$64.81 - $105.9 $4.47K - $7.31K
3.42K $343K
FE
Firstenergy Corp

Utilities
2.41K
+ 4.1%
$38.31 - $43.17 $92.2K - $104K
61.1K $2.46M
NVS
Novartis Ag

Healthcare
206
+ 3.18%
$101.96 - $121.01 $21K - $24.9K
6.69K $809K
NBIX
Neurocrine Biosciences Inc

Healthcare
107
+ 2.24%
$87.54 - $128.18 $9.37K - $13.7K
4.89K $615K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
460
+ 5.73%
$55.54 - $69.09 $25.5K - $31.8K
8.48K $586K
JCI
Johnson Controls International PLC

Industrials
123
+ 4.56%
$71.14 - $105.62 $8.75K - $13K
2.82K $297K
KEYS
Keysight Technologies, Inc.

Technology
17
+ 0.31%
$127.02 - $165.4 $2.16K - $2.81K
5.43K $890K
BK
Bank Of New York Mellon Corp

Financial Services
181
+ 2.19%
$73.31 - $91.62 $13.3K - $16.6K
8.46K $771K
ON
On Semiconductor Corp

Technology
223
+ 4.1%
$31.95 - $54.21 $7.12K - $12.1K
5.67K $297K
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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