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
KMB
Kimberly Clark Corp

Consumer Defensive
1.02K
+ 24.72%
$126.84 - $145.22 $130K - $148K
5.16K $664K
HNDL
Strategy Shs

ETFs
2.15K
+ 5.66%
$19.2 - $21.66 $41.2K - $46.5K
40.1K $868K
PEG
Public Service Enterprise Group Inc

Utilities
769
+ 21.23%
$77.13 - $84.18 $59.3K - $64.7K
4.39K $369K
CI
Cigna Corp

Healthcare
189
+ 3.66%
$301.89 - $340.04 $57.1K - $64.3K
5.35K $1.77M
MPWR
Monolithic Power Systems Inc

Technology
23
+ 6.63%
$455.19 - $737.73 $10.5K - $17K
370 $270K
TGB
Taseko Mines LTD

Basic Materials
5K
+ 8.72%
$1.7 - $3.15 $8.5K - $15.8K
62.3K $196K
TGT
Target Corp

Consumer Defensive
1.09K
+ 15.86%
$88.76 - $105.77 $96.7K - $115K
7.96K $785K
IMFL
Invesco Ex Tr Self Indx Fd Tr
1.23K
+ 10.2%
$22.43 - $27.68 $27.7K - $34.2K
13.3K $369K
MGV
Vanguard Mega Cap Value

ETFs
112
+ 0.83%
$114.87 - $131.25 $12.9K - $14.7K
13.6K $1.79M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
186
+ 2.13%
$41.45 - $54.46 $7.71K - $10.1K
8.91K $463K
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.24%
$422.19 - $533.73 $1.27K - $1.6K
1.24K $661K
PTC
Ptc Inc.

Technology
32
+ 1.02%
$136.74 - $173.24 $4.38K - $5.54K
3.18K $548K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.78K
+ 9.93%
$11.9 - $15.57 $21.2K - $27.7K
19.7K $302K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
408
+ 6.81%
$167.22 - $212.42 $68.2K - $86.7K
6.4K $1.27M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
4.12K
+ 5.6%
$33.15 - $36.46 $137K - $150K
77.7K $2.74M
ECL
Ecolab Inc.

Basic Materials
31
+ 1.03%
$225.65 - $270.95 $7K - $8.4K
3.05K $821K
WETF
Wisdom Tree Investments, Inc.

Financial Services
10.4K
New
N/A
10.4K $56K
VNLA
Janus Henderson Short Duration

ETFs
1.1K
+ 2.86%
$48.74 - $49.2 $53.5K - $54K
39.5K $1.94M
EMB
Ishares Tr

ETFs
260
+ 1.82%
$86.54 - $92.62 $22.5K - $24.1K
14.5K $1.35M
NOK
Nokia Corp

Technology
11.3K
+ 65.29%
$4.65 - $5.43 $52.4K - $61.2K
28.5K $147K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
2.12K
+ 2.78%
$25.85 - $26.19 $54.8K - $55.5K
78.2K $2.03M
SMG
Scotts Miracle Gro CO

Basic Materials
141
+ 3.42%
$48.21 - $66.48 $6.8K - $9.37K
4.27K $281K
VV
Vanguard Large Cap ETF

ETFs
11
+ 0.66%
$228.25 - $285.3 $2.51K - $3.14K
1.67K $475K
LQD
Ishares Iboxx $ Investment Gra

ETFs
123
+ 0.35%
$105.23 - $109.61 $12.9K - $13.5K
34.8K $3.81M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
82
+ 3.76%
$82.32 - $112.47 $6.75K - $9.22K
2.26K $254K
XPO
Xpo Logistics, Inc.

Industrials
63
+ 2.75%
$91.46 - $128.1 $5.76K - $8.07K
2.36K $297K
TW
Tradeweb Markets Inc.

Financial Services
439
+ 6.51%
$125.37 - $149.02 $55K - $65.4K
7.18K $1.05M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
6K
+ 52.17%
$8.91 - $10.66 $53.5K - $64K
17.5K $168K
GTO
Invesco Actively Managed ETF T

ETFs
1.07K
+ 19.36%
$45.73 - $47.2 $48.8K - $50.4K
6.58K $308K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
71
+ 0.4%
$34.78 - $43.42 $2.47K - $3.08K
18K $778K
NU
Nu Holdings Ltd.

Financial Services
294
+ 2.32%
$9.6 - $13.72 $2.82K - $4.03K
13K $177K
SHYD
Vaneck Short High Yield Muni E

ETFs
1.89K
+ 4.37%
$21.84 - $22.79 $41.3K - $43.1K
45.2K $1.02M
TAC
Transalta Corp

Utilities
1.36K
+ 6.03%
$8.16 - $11.47 $11.1K - $15.6K
23.9K $257K
HII
Huntington Ingalls Industries, Inc.

Industrials
7
+ 0.58%
$183.31 - $241.46 $1.28K - $1.69K
1.22K $294K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
6
+ 0.0%
$15.35 - $17.0 $92.1 - $102
208K $3.54M
RSG
Republic Services, Inc.

Industrials
169
+ 15.74%
$227.2 - $258.07 $38.4K - $43.6K
1.24K $306K
AMGN
Amgen Inc

Healthcare
1.37K
+ 13.11%
$262.28 - $309.85 $358K - $423K
11.8K $3.29M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
478
+ 12.92%
$72.71 - $82.56 $34.8K - $39.5K
4.18K $340K
EQT
Eqt Corp

Energy
104
+ 1.37%
$46.11 - $60.44 $4.8K - $6.29K
7.72K $450K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
664
+ 16.58%
$212.1 - $244.27 $141K - $162K
4.67K $1.02M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
654
+ 2.59%
$10.8 - $16.92 $7.06K - $11.1K
25.9K $355K
ARES
Ares Management Corp

Financial Services
8
+ 0.53%
$118.04 - $175.83 $944 - $1.41K
1.52K $263K
AON
Aon PLC

Financial Services
194
+ 29.75%
$335.85 - $398.81 $65.2K - $77.4K
846 $301K
FISV
Fiserv Inc

Technology
314
+ 9.73%
N/A
3.54K $443K
SPGI
S&P Global Inc.

Financial Services
42
+ 4.54%
$438.31 - $527.29 $18.4K - $22.1K
967 $509K
IJK
Ishares S&P Midcap 400 Growth

ETFs
5
+ 0.1%
$73.7 - $90.98 $369 - $455
4.89K $444K
OMC
Omnicom Group Inc.

Communication Services
1.55K
+ 23.61%
$69.22 - $79.77 $107K - $123K
8.09K $581K
ADP
Automatic Data Processing Inc

Industrials
67
+ 1.02%
$276.76 - $326.81 $18.5K - $21.9K
6.64K $2.05M
SF
Stifel Financial Corp

Financial Services
74
+ 2.24%
$76.49 - $103.78 $5.66K - $7.68K
3.38K $350K
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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