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
DPZ
Dominos Pizza Inc

Consumer Cyclical
615
New
$402.33 - $489.71 $247K - $301K
615 $282K
AFG
American Financial Group Inc

Financial Services
2.15K
New
$119.82 - $138.45 $257K - $297K
2.15K $282K
VICI
Vici Properties Inc.

Real Estate
8.63K
New
$28.21 - $32.68 $243K - $282K
8.63K $281K
BHP
Bhp Group LTD

Basic Materials
5.78K
New
$48.18 - $52.11 $278K - $301K
5.78K $280K
DG
Dollar General Corp

Consumer Defensive
3.18K
New
$68.44 - $87.93 $218K - $280K
3.18K $279K
JPMB
J P Morgan Usd Emerging Market

ETFs
7.26K
New
$37.79 - $39.03 $274K - $283K
7.26K $279K
IYF
Ishares Tr

ETFs
2.49K
New
$107.69 - $119.37 $268K - $297K
2.49K $278K
SPMD
Spdr Portfolio

ETFs
5.42K
New
$50.21 - $57.73 $272K - $313K
5.42K $276K
VEEV
Veeva Systems Inc

Healthcare
1.19K
New
$210.58 - $246.8 $250K - $292K
1.19K $274K
FBT
First Trust Nyse Arca Biotechn

ETFs
1.67K
New
$164.86 - $182.19 $275K - $304K
1.67K $274K
RUN
Sunrun Inc.

Technology
46.5K
New
$5.86 - $11.37 $273K - $529K
46.5K $272K
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.25K
New
$83.18 - $89.27 $270K - $290K
3.25K $271K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.77K
New
$132.75 - $177.12 $235K - $314K
1.77K $270K
AGNC
Agnc Investment Corp.

Real Estate
25.9K
+ 47.32%
$9.12 - $10.54 $236K - $272K
80.5K $770K
MOTI
Vaneck Morningstar Internation

ETFs
7.96K
New
$29.35 - $35.37 $234K - $282K
7.96K $267K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.57K
+ 6.08%
$23.9 - $24.18 $229K - $231K
167K $4.04M
VXF
Vanguard Extended Market ETF

ETFs
1.54K
New
$170.36 - $201.04 $262K - $310K
1.54K $266K
EVRG
Evergy, Inc.

Utilities
3.87K
New
$59.9 - $69.52 $232K - $269K
3.87K $266K
DDS
Dillard'S, Inc.

Consumer Cyclical
744
New
$353.25 - $508.77 $263K - $379K
744 $266K
INBK
First Internet Bancorp

Financial Services
9.97K
New
$25.97 - $35.9 $259K - $358K
9.97K $266K
LDOS
Leidos Holdings, Inc.

Technology
1.98K
New
$126.82 - $161.11 $251K - $319K
1.98K $266K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
5.21K
New
$48.13 - $51.78 $251K - $270K
5.21K $265K
ITRI
Itron, Inc.

Technology
2.54K
New
$92.6 - $110.29 $235K - $280K
2.54K $265K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.49K
+ 6.15%
$24.79 - $25.26 $210K - $214K
146K $3.7M
NI
Nisource Inc.

Utilities
6.58K
New
$35.57 - $41.23 $234K - $271K
6.58K $263K
VTV
Vanguard Value ETF

ETFs
890
+ 1.23%
$167.73 - $179.21 $149K - $159K
73.4K $12.5M
MDB
Mongo Db, Inc.

Technology
1.5K
New
$175.4 - $298.52 $263K - $448K
1.5K $263K
IR
Ingersoll Rand Inc.

Industrials
3.27K
New
$79.44 - $94.23 $260K - $308K
3.27K $261K
DEO
Diageo PLC

Consumer Defensive
2.5K
New
$104.79 - $126.12 $262K - $315K
2.5K $261K
MKC
Mccormick & CO Inc

Consumer Defensive
3.16K
New
$71.24 - $84.73 $225K - $268K
3.16K $260K
AON
Aon PLC

Financial Services
652
New
$348.44 - $409.32 $227K - $267K
652 $260K
RSG
Republic Services, Inc.

Industrials
1.07K
New
$200.09 - $242.16 $215K - $260K
1.07K $260K
SOFI
So Fi Technologies, Inc.

Financial Services
22.3K
New
$11.18 - $18.03 $249K - $402K
22.3K $259K
GTO
Invesco Actively Managed ETF T

ETFs
5.51K
New
$45.9 - $47.37 $253K - $261K
5.51K $258K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
5.9K
New
$41.61 - $44.72 $245K - $264K
5.9K $257K
CBRE
Cbre Group, Inc.

Real Estate
1.96K
New
$121.79 - $147.13 $238K - $288K
1.96K $256K
INSM
Insmed Inc

Healthcare
3.35K
New
$65.25 - $83.83 $218K - $280K
3.35K $255K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
4.18K
New
$53.69 - $62.68 $224K - $262K
4.18K $253K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.25K
New
$69.81 - $78.9 $227K - $256K
3.25K $253K
DFIV
Dimensional ETF Tr

ETFs
6.35K
New
$35.33 - $40.77 $224K - $259K
6.35K $249K
AVUS
American Centy ETF Tr Avantis

ETFs
2.69K
New
$90.7 - $101.57 $244K - $273K
2.69K $248K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.21K
New
$159.75 - $208.61 $193K - $253K
1.21K $247K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.33K
New
$105.24 - $117.4 $245K - $274K
2.33K $247K
SYLD
Cambria Shareholder Yld ETF

ETFs
3.89K
New
$62.77 - $71.4 $244K - $277K
3.89K $247K
FLEX
Flex Ltd.

Technology
7.45K
New
$32.92 - $44.46 $245K - $331K
7.45K $246K
XPO
Xpo Logistics, Inc.

Industrials
2.29K
New
$106.12 - $148.16 $243K - $340K
2.29K $246K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
7.79K
New
N/A
7.79K $245K
COIN
Coinbase Global, Inc.

Technology
1.41K
New
$172.23 - $301.3 $243K - $425K
1.41K $243K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
17.9K
New
$9.49 - $14.83 $170K - $266K
17.9K $243K
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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