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
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.01K
+ 7.53%
$18.11 - $18.97 $18.3K - $19.2K
14.4K $272K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
447
+ 0.38%
$19.58 - $19.93 $8.75K - $8.91K
117K $2.33M
IYR
Ishares Tr

ETFs
271
+ 1.48%
$84.48 - $96.25 $22.9K - $26.1K
18.6K $1.75M
ADSK
Autodesk, Inc.

Technology
52
+ 4.21%
N/A
1.29K $316K
DFAR
Dimensional ETF Tr Dimensional

ETFs
954
+ 2.58%
$20.99 - $23.93 $20K - $22.8K
38K $890K
HYLB
Xtrackers Usd High Yield Corp

ETFs
48
+ 0.45%
$34.72 - $36.92 $1.67K - $1.77K
10.8K $399K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.09K
+ 6.21%
$12.23 - $15.46 $13.4K - $16.9K
18.7K $282K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
656
+ 4.27%
$31.07 - $32.25 $20.4K - $21.2K
16K $508K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
1K
+ 9.29%
$8.43 - $8.77 $8.43K - $8.77K
11.8K $102K
SFNC
Simmons First National Corp

Financial Services
1.62K
+ 11.01%
$17.39 - $20.55 $28.2K - $33.4K
16.4K $310K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
316
+ 10.01%
$61.03 - $67.59 $19.3K - $21.4K
3.47K $222K
SPSB
Spdr Portfolio Short Term Corp

ETFs
25
+ 0.05%
$29.82 - $30.19 $746 - $755
52.2K $1.58M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
380
+ 2.83%
$10.79 - $14.14 $4.1K - $5.37K
13.8K $189K
ED
Consolidated Edison Inc

Utilities
452
+ 11.6%
$98.05 - $113.3 $44.3K - $51.2K
4.35K $436K
PDT
John Hancock Premium Dividend Fund

Financial Services
279
+ 1.4%
$11.7 - $13.23 $3.26K - $3.69K
20.3K $266K
HL
Hecla Mining CO

Basic Materials
11
+ 0.09%
$4.54 - $6.45 $49.9 - $71
11.8K $70K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
8
+ 0.03%
$8.72 - $10.05 $69.8 - $80.4
25.5K $255K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
266
+ 2.04%
$10.28 - $11.04 $2.73K - $2.94K
13.3K $147K
ORCC
Owl Rock Capital Corp

Financial Services
319
+ 1.14%
N/A
28.2K $377K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
84
+ 1.42%
$38.18 - $45.52 $3.21K - $3.82K
5.98K $261K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
239
+ 2.25%
$18.83 - $19.22 $4.5K - $4.59K
10.8K $207K
CHKP
Check Point Software Technologies LTD

Technology
56
+ 4.24%
$204.26 - $233.47 $11.4K - $13.1K
1.38K $304K
AVA
Avista Corp

Utilities
900
+ 11.37%
$36.94 - $42.43 $33.2K - $38.2K
8.82K $334K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
195
+ 0.66%
N/A
29.9K $368K
EVRG
Evergy, Inc.

Utilities
44
+ 1.14%
$64.06 - $69.64 $2.82K - $3.06K
3.92K $269K
MMYT
Make My Trip LTD

Consumer Cyclical
25
+ 0.45%
N/A
5.53K $476K
MDLZ
Mondelez International, Inc.

Consumer Defensive
71
+ 2.07%
$63.54 - $68.5 $4.51K - $4.86K
3.5K $235K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
9
+ 0.2%
$45.67 - $52.02 $411 - $468
4.42K $228K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.76K
+ 3.87%
$13.96 - $16.51 $24.6K - $29.1K
47.3K $770K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
428
+ 2.13%
$2.29 - $2.6 $980 - $1.11K
20.5K $53K
ESS
Essex Property Trust, Inc.

Real Estate
3
+ 0.39%
N/A
775 $211K
ALCC
Alt C Acquisition Corp.

Financial Services
7.94K
+ 51.99%
N/A
23.2K $0
Super Micro Computer Inc
1.35K
+ 9.16%
N/A
16.1K $0
Vanguard Instl Index Fd
54K
New
N/A
54K $0
CRH.L
Crh PLC

Basic Materials
455
+ 4.05%
N/A
11.7K $0
Lam Research Corp
226
+ 1.13%
N/A
20.3K $0
Franklin Templeton ETF Tr
11.1K
+ 2.78%
N/A
412K $0
Blackrock Inc
53
+ 6.5%
N/A
869 $0
Grayscale Bitcoin Mini Tr Et
3.9K
+ 32.71%
N/A
15.8K $0
Annaly Capital Management In
273
+ 0.84%
N/A
32.9K $0
Dimensional ETF Trust
1.31K
+ 5.3%
N/A
26.1K $0
Dimensional ETF Trust
1.76K
+ 6.76%
N/A
27.8K $0
Amplify ETF Tr
63
+ 0.14%
N/A
45.9K $0
HEIA
Heico Crp Cl A
909
New
N/A
909 $0
Linde PLC
48
+ 2.77%
N/A
1.78K $0
J P Morgan Exchange Traded F
8.76K
New
N/A
8.76K $0
Ul Solutions Inc
8
+ 0.2%
N/A
4.04K $0
Ishares Bitcoin Trust ETF
468
+ 4.51%
N/A
10.8K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
9.8K
New
N/A
9.8K $0
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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