Sowell Financial Services LLC Purchases in Q1 2025

Sowell Financial Services LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NXPI
Nxp Semiconductors N.V.

Technology
1.68K
New
$189.99 - $245.86 $319K - $413K
1.68K $319K
IBHE
Ishares Ibonds 2025 Term High

ETFs
13.6K
+ 22.53%
$23.16 - $23.32 $315K - $318K
74.1K $1.72M
KR
Kroger CO

Consumer Defensive
91
+ 0.19%
$58.36 - $67.72 $5.31K - $6.16K
47.9K $3.24M
ALE
Allete Inc

Utilities
4.86K
New
$64.9 - $65.91 $315K - $320K
4.86K $318K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
5.62K
New
$53.35 - $58.68 $300K - $330K
5.62K $318K
MCHP
Microchip Technology Inc

Technology
6.56K
New
$48.41 - $64.3 $318K - $422K
6.56K $317K
MBIN
Merchants Bancorp

Financial Services
8.59K
New
$34.75 - $43.49 $298K - $373K
8.59K $317K
COPX
Global X Copper Miners ETF

ETFs
8.11K
New
$37.72 - $43.32 $306K - $351K
8.11K $316K
LNT
Alliant Energy Corp

Utilities
4.91K
New
$56.66 - $66.04 $278K - $324K
4.91K $315K
ILDR
First Tr Exchange Traded Fd Vi
13.5K
New
$23.32 - $28.0 $315K - $379K
13.5K $315K
HLI
Houlihan Lokey, Inc.

Financial Services
1.94K
New
$154.43 - $187.4 $299K - $363K
1.94K $313K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
6.45K
New
$44.87 - $56.71 $289K - $366K
6.45K $313K
D
Dominion Energy, Inc

Utilities
5.6K
New
$52.85 - $57.43 $296K - $321K
5.6K $313K
GM
General Motors CO

Consumer Cyclical
6.64K
New
$45.22 - $54.92 $300K - $365K
6.64K $312K
SF
Stifel Financial Corp

Financial Services
3.31K
New
$91.62 - $117.6 $303K - $389K
3.31K $311K
VRT
Vertiv Holdings CO

Industrials
3.58K
New
N/A
3.58K $309K
PKG
Packaging Corp Of America

Consumer Cyclical
1.56K
New
$192.03 - $242.13 $300K - $378K
1.56K $309K
SHW
Sherwin Williams CO

Basic Materials
878
New
$330.16 - $365.55 $290K - $321K
878 $306K
GLDM
World Gold Trust

ETFs
4.95K
New
$52.19 - $61.89 $258K - $306K
4.95K $306K
OGE
Oge Energy Corp.

Utilities
6.63K
New
$39.76 - $46.32 $263K - $307K
6.63K $304K
IQV
Iqvia Holdings Inc.

Healthcare
1.73K
New
$176.3 - $209.96 $305K - $363K
1.73K $304K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.39K
+ 9.43%
$126.11 - $135.06 $301K - $322K
27.7K $3.53M
ADSK
Autodesk, Inc.

Technology
1.24K
New
N/A
1.24K $303K
ALB
Albemarle Corp

Basic Materials
4.2K
New
$69.95 - $97.49 $294K - $410K
4.2K $302K
DBX
Dropbox, Inc.

Technology
11.3K
New
$24.55 - $33.27 $278K - $376K
11.3K $302K
SLB
Schlumberger Limited

Energy
5.31K
+ 23.17%
$38.4 - $43.74 $204K - $232K
28.2K $1.18M
CHKP
Check Point Software Technologies LTD

Technology
1.32K
New
$179.88 - $231.31 $238K - $306K
1.32K $301K
HPE
Hewlett Packard Enterprise CO

Technology
19.5K
New
$14.77 - $24.42 $288K - $477K
19.5K $301K
ICF
Ishares Tr

ETFs
4.89K
New
$57.98 - $63.8 $283K - $312K
4.89K $300K
PEG
Public Service Enterprise Group Inc

Utilities
3.62K
New
$78.2 - $90.39 $283K - $327K
3.62K $298K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
6.05K
New
$48.31 - $49.23 $292K - $298K
6.05K $297K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
3.7K
New
$78.12 - $83.7 $289K - $310K
3.7K $296K
TTE
Total Energies Se

Energy
4.32K
New
N/A
4.32K $296K
AMZA
Etfis Ser Tr I

ETFs
6.2K
New
$43.54 - $48.7 $270K - $302K
6.2K $295K
ADI
Analog Devices Inc

Technology
1.47K
New
$201.56 - $243.82 $295K - $357K
1.47K $295K
IAK
Ishares Tr

ETFs
2.16K
New
$121.85 - $137.9 $264K - $298K
2.16K $294K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.02K
New
$96.93 - $109.51 $293K - $331K
3.02K $294K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
2.59K
New
$111.29 - $123.42 $289K - $320K
2.59K $293K
AME
Ametek Inc

Industrials
1.7K
New
$170.39 - $190.43 $290K - $324K
1.7K $293K
IXC
Ishares Tr Global Energy ETF

ETFs
6.99K
New
$38.48 - $42.16 $269K - $295K
6.99K $292K
GDDY
Go Daddy Inc.

Technology
1.62K
New
$172.13 - $214.35 $279K - $347K
1.62K $291K
OTIS
Otis Worldwide Corp

Industrials
2.82K
New
$90.77 - $104.01 $256K - $294K
2.82K $291K
WDAY
Workday, Inc.

Technology
1.24K
New
$233.53 - $277.82 $290K - $345K
1.24K $290K
PRN
Invesco Dwa Industrials Moment

ETFs
2.11K
New
$134.74 - $169.56 $284K - $357K
2.11K $290K
IYK
Ishares U.S. Consumer Staples

ETFs
4.02K
New
$63.29 - $71.8 $254K - $289K
4.02K $287K
IRM
Iron Mountain Inc

Real Estate
3.31K
New
$82.79 - $111.31 $274K - $369K
3.31K $285K
WRB
Berkley W R Corp

Financial Services
4K
New
$56.7 - $71.27 $227K - $285K
4K $284K
SUB
Ishares Short Term National Mu

ETFs
2.68K
New
$105.3 - $106.24 $283K - $285K
2.68K $283K
ETR
Entergy Corp

Utilities
3.3K
New
$75.26 - $87.89 $248K - $290K
3.3K $282K
Activity Summary
Buys All Purchases 823 New Holdings 536 Increased Positions 287 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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