Sowell Financial Services LLC Incresed Positions in Q1 2025

Sowell Financial Services LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
112K
+ 148.74%
$64.88 - $72.1 $7.24M - $8.05M
187K $12.2M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
51.5K
+ 35.95%
$68.32 - $75.06 $3.52M - $3.86M
195K $14.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
133K
+ 516.2%
$29.34 - $31.31 $3.92M - $4.18M
159K $4.73M
BOND
Pimco Active Bond Exchange Tra

ETFs
33.7K
+ 14.68%
$89.27 - $92.9 $3.01M - $3.13M
263K $24.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
67.4K
+ 12.95%
$50.48 - $51.04 $3.4M - $3.44M
588K $29.8M
IBM
International Business Machines Corp

Technology
8.86K
+ 27.92%
$217.4 - $264.74 $1.93M - $2.35M
40.6K $10.1M
ABBV
Abb Vie Inc.

Healthcare
4.98K
+ 8.5%
$169.2 - $216.66 $842K - $1.08M
63.6K $13.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
25.7K
+ 14.13%
$95.85 - $99.25 $2.46M - $2.55M
208K $20.5M
IVV
Ishares Core S&P 500 ETF

ETFs
8.61K
+ 10.94%
$554.06 - $615.85 $4.77M - $5.3M
87.4K $49.1M
BSX
Boston Scientific Corp

Healthcare
21.8K
+ 108.53%
$89.38 - $106.18 $1.95M - $2.32M
42K $4.24M
TMUS
T Mobile Us, Inc.

Communication Services
5.62K
+ 34.13%
$211.3 - $272.83 $1.19M - $1.53M
22.1K $5.89M
KO
Coca Cola CO

Consumer Defensive
12.5K
+ 8.77%
$60.81 - $72.32 $762K - $906K
155K $11.1M
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
95.3K
+ 12.45%
$28.67 - $31.89 $2.73M - $3.04M
861K $24.9M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
102K
+ 13.66%
$19.66 - $20.09 $2.01M - $2.06M
853K $16.9M
AGI
Alamos Gold Inc

Basic Materials
57.3K
+ 83.69%
$18.69 - $26.74 $1.07M - $1.53M
126K $3.36M
IAU
Ishares Gold Trust

ETFs
501
+ 0.23%
$49.74 - $58.96 $24.9K - $29.5K
219K $12.9M
SIVR
Abrdn Silver ETF Trust

ETFs
49.5K
+ 61.79%
$28.07 - $32.82 $1.39M - $1.62M
130K $4.21M
UBER
Uber Technologies, Inc

Technology
20K
+ 55.47%
$63.17 - $81.49 $1.27M - $1.63M
56.2K $4.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.63K
+ 9.49%
$551.42 - $612.93 $3.66M - $4.07M
76.5K $42.8M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
47.8K
+ 157.63%
$36.86 - $39.26 $1.76M - $1.88M
78.2K $2.95M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.1K
+ 11.63%
$100.34 - $100.68 $1.61M - $1.62M
154K $15.5M
IEFA
Ishares Tr

ETFs
5.76K
+ 2.75%
$69.57 - $78.65 $401K - $453K
215K $16.3M
META
Meta Platforms, Inc.

Communication Services
3.16K
+ 14.47%
$576.36 - $736.67 $1.82M - $2.33M
25K $14.4M
FTSL
First Trust Senior Ln Fund

ETFs
31.6K
+ 61.27%
$45.65 - $46.48 $1.44M - $1.47M
83.3K $3.8M
JNJ
Johnson & Johnson

Healthcare
815
+ 1.4%
$142.06 - $167.7 $116K - $137K
58.9K $9.76M
VO
Vanguard Mid Cap ETF

ETFs
5.45K
+ 23.18%
$251.87 - $277.95 $1.37M - $1.51M
29K $7.44M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
16.9K
+ 160.42%
$68.14 - $78.99 $1.15M - $1.33M
27.4K $1.87M
PLTR
Palantir Technologies Inc.

Technology
6.18K
+ 11.05%
$64.98 - $124.62 $402K - $770K
62.1K $5.24M
FTLS
First Tr Long/Short Equity ETF

ETFs
17.1K
+ 26.42%
$63.42 - $68.17 $1.08M - $1.17M
81.8K $5.24M
JWN
Nordstrom Inc

Consumer Cyclical
37.5K
+ 339.84%
$24.01 - $24.46 $902K - $918K
48.6K $1.19M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.07K
+ 3.81%
$87.68 - $94.52 $357K - $385K
111K $10.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.62K
+ 14.5%
$507.05 - $563.67 $1.33M - $1.48M
20.7K $10.6M
ISMD
Northern Lts Fd Tr Iv

ETFs
27.1K
+ 146.02%
$33.87 - $38.9 $919K - $1.06M
45.7K $1.56M
MO
Altria Group, Inc.

Consumer Defensive
1.75K
+ 1.78%
$50.81 - $60.02 $88.7K - $105K
99.9K $6M
XLF
Financial Sector Spdr

ETFs
14.7K
+ 12.76%
$47.32 - $52.19 $695K - $767K
130K $6.39M
GBIL
Goldman Sachs Access Treasury

ETFs
7.97K
+ 33.73%
$99.85 - $100.19 $796K - $798K
31.6K $3.16M
JPM
Jpmorgan Chase & CO

Financial Services
1.33K
+ 1.84%
$225.19 - $279.95 $300K - $373K
73.7K $18.1M
VONG
Vanguard Russell 1000 Growth E

ETFs
10.6K
+ 36.22%
$92.71 - $107.38 $982K - $1.14M
39.8K $3.69M
NEE
Nextera Energy Inc

Utilities
9.79K
+ 33.02%
$66.96 - $76.16 $655K - $745K
39.4K $2.79M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11.5K
+ 92.99%
$55.41 - $60.74 $635K - $696K
23.8K $1.34M
MCD
Mcdonalds Corp

Consumer Cyclical
228
+ 0.96%
$279.74 - $321.29 $63.8K - $73.3K
24.1K $7.52M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.5K
+ 24.08%
$27.01 - $28.54 $555K - $586K
106K $2.92M
IGV
Ishares Expanded Tech Software

ETFs
9.39K
+ 41.63%
$88.3 - $107.83 $829K - $1.01M
32K $2.84M
DSL
Double Line Income Solutions Fund

Financial Services
45.8K
+ 155.22%
$12.53 - $12.88 $574K - $590K
75.3K $949K
VCIT
Vanguard Intermediate Term Cor

ETFs
5.74K
+ 7.42%
$79.17 - $82.04 $454K - $471K
83.1K $6.79M
VGSH
Vanguard

ETFs
9.07K
+ 39.77%
$58.07 - $58.68 $527K - $532K
31.9K $1.87M
GEL
Genesis Energy LP

Energy
1.25K
+ 1.35%
$10.31 - $16.03 $12.9K - $20K
93.7K $1.47M
QCOM
Qualcomm Inc

Technology
3.45K
+ 10.17%
$151.94 - $175.86 $524K - $607K
37.4K $5.74M
DUK
Duke Energy Corp

Utilities
445
+ 1.38%
$105.87 - $121.97 $47.1K - $54.3K
32.6K $3.98M
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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