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
NOBL
Proshares S&P 500 Dividend Ari

ETFs
388
+ 4.33%
$90.85 - $102.31 $35.2K - $39.7K
9.36K $942K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
3.61K
+ 5.68%
$10.82 - $12.71 $39K - $45.9K
67.2K $836K
DOX
Amdocs LTD

Technology
438
+ 5.7%
$80.46 - $94.08 $35.2K - $41.2K
8.12K $741K
VSH
Vishay Intertechnology Inc

Technology
2.35K
+ 21.19%
$10.57 - $15.97 $24.9K - $37.6K
13.5K $213K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
50
+ 3.87%
$153.22 - $199.8 $7.66K - $9.99K
1.34K $251K
EFX
Equifax Inc

Industrials
55
+ 3.99%
$205.5 - $280.54 $11.3K - $15.4K
1.43K $371K
RPRX
Royalty Pharma PLC

Healthcare
43
+ 0.61%
$30.85 - $36.14 $1.33K - $1.55K
7.12K $256K
TJX
Tjx Companies Inc

Consumer Cyclical
163
+ 1.88%
$119.13 - $135.03 $19.4K - $22K
8.85K $1.09M
ATO
Atmos Energy Corp

Utilities
232
+ 13.13%
$145.06 - $162.66 $33.7K - $37.7K
2K $308K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
106
+ 1.89%
$50.27 - $62.05 $5.33K - $6.58K
5.73K $353K
XLP
Consumer Staples Sector Spdr

ETFs
466
+ 1.94%
N/A
24.5K $1.86M
FDS
Factset Research Systems Inc

Financial Services
89
+ 11.65%
$398.85 - $473.32 $35.5K - $42.1K
853 $381K
GPS
Gap Inc

Consumer Cyclical
1.7K
+ 3.4%
N/A
51.6K $1.04M
INTC
Intel Corp

Technology
2.26K
+ 4.22%
$18.13 - $22.69 $41K - $51.3K
55.9K $1.25M
BBY
Best Buy CO Inc

Consumer Cyclical
991
+ 18.96%
$56.17 - $75.73 $55.7K - $75K
6.22K $417K
BR
Broadridge Financial Solutions, Inc.

Technology
132
+ 6.06%
$217.22 - $246.25 $28.7K - $32.5K
2.31K $561K
DGRO
Ishares Core Dividend Growth E

ETFs
92
+ 0.92%
$55.22 - $63.94 $5.08K - $5.88K
10.1K $643K
O
Realty Income Corp

Real Estate
783
+ 2.5%
$52.27 - $58.52 $40.9K - $45.8K
32.1K $1.85M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
355
+ 2.45%
$82.21 - $83.12 $29.2K - $29.5K
14.9K $1.23M
JEPI
J P Morgan Exchange Traded Fd

ETFs
192
+ 0.18%
$51.14 - $57.0 $9.82K - $10.9K
105K $5.95M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
178
+ 1.5%
$17.76 - $22.1 $3.16K - $3.93K
12.1K $266K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
308
+ 13.32%
$97.29 - $105.63 $30K - $32.5K
2.62K $266K
BHP
Bhp Group LTD

Basic Materials
619
+ 10.71%
$40.22 - $50.88 $24.9K - $31.5K
6.4K $307K
FTGC
First Trust Global Tactical CO

ETFs
1.47K
+ 12.49%
$23.09 - $25.91 $33.9K - $38.1K
13.2K $326K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
954
+ 8.67%
$12.84 - $15.5 $12.2K - $14.8K
12K $185K
AVT
Avnet Inc

Technology
65
+ 1.51%
$41.51 - $53.08 $2.7K - $3.45K
4.38K $232K
TFC
Truist Financial Corp

Financial Services
166
+ 1.71%
$34.79 - $42.99 $5.78K - $7.14K
9.87K $424K
GM
General Motors CO

Consumer Cyclical
195
+ 2.94%
$42.48 - $50.46 $8.28K - $9.84K
6.83K $336K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
919
+ 3.86%
$20.12 - $21.0 $18.5K - $19.3K
24.7K $516K
VRSK
Verisk Analytics, Inc.

Industrials
4
+ 0.26%
$277.03 - $321.33 $1.11K - $1.29K
1.57K $488K
DFIV
Dimensional ETF Tr

ETFs
17
+ 0.27%
$34.67 - $43.21 $589 - $735
6.37K $272K
KBR
Kbr, Inc.

Industrials
888
+ 8.53%
$46.2 - $56.12 $41K - $49.8K
11.3K $541K
CBRE
Cbre Group, Inc.

Real Estate
39
+ 1.99%
$113.94 - $140.12 $4.44K - $5.46K
2K $279K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
643
+ 1.97%
$18.96 - $20.43 $12.2K - $13.1K
33.3K $681K
PCEF
Invesco Cef Income Composite E

ETFs
131
+ 0.46%
$16.85 - $19.54 $2.21K - $2.56K
28.6K $559K
ROP
Roper Technologies Inc

Industrials
71
+ 8.55%
$519.19 - $590.78 $36.9K - $41.9K
901 $510K
PICK
Ishares Inc Msci Global Select

ETFs
73
+ 0.68%
$30.23 - $38.24 $2.21K - $2.79K
10.8K $406K
EXPD
Expeditors International Of Washington Inc

Industrials
269
+ 16.14%
$102.84 - $122.24 $27.7K - $32.9K
1.94K $221K
RGLD
Royal Gold Inc

Basic Materials
8
+ 0.61%
$155.48 - $186.71 $1.24K - $1.49K
1.32K $234K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
13
+ 0.4%
$73.0 - $85.5 $949 - $1.11K
3.26K $274K
SONY
Sony Group Corp

Technology
474
+ 3.69%
$21.24 - $26.88 $10.1K - $12.7K
13.3K $346K
WTRG
Essential Utilities, Inc.

Utilities
860
+ 16.39%
$36.92 - $41.39 $31.8K - $35.6K
6.11K $226K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
258
+ 3.75%
$51.1 - $53.29 $13.2K - $13.7K
7.13K $379K
GASS
Stealth Gas Inc.

Industrials
2.5K
+ 14.37%
N/A
19.9K $152K
IBHE
Ishares Ibonds 2025 Term High

ETFs
752
+ 1.02%
$22.98 - $23.27 $17.3K - $17.5K
74.8K $1.74M
SHW
Sherwin Williams CO

Basic Materials
67
+ 7.63%
$313.51 - $363.51 $21K - $24.4K
945 $324K
IQV
Iqvia Holdings Inc.

Healthcare
320
+ 18.51%
$137.0 - $174.37 $43.8K - $55.8K
2.05K $322K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
8.06K
+ 12.76%
$1.85 - $2.65 $14.9K - $21.3K
71.2K $174K
GRAB
Grab Holdings LTD

Technology
2.21K
+ 18.78%
$3.48 - $5.25 $7.68K - $11.6K
14K $70K
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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