Sowell Financial Services LLC Incresed Positions in Q2 2025

Sowell Financial Services LLC

  • $2.34 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
5.59K
+ 35.68%
$113.75 - $148.48 $636K - $830K
21.3K $3.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
19.5K
+ 20.06%
$50.48 - $50.71 $985K - $989K
117K $5.92M
CVS
Cvs Health Corp

Healthcare
13.7K
+ 58.23%
$60.04 - $70.18 $822K - $961K
37.2K $2.57M
AMAT
Applied Materials Inc

Technology
2.68K
+ 25.43%
$126.95 - $183.52 $340K - $491K
13.2K $2.42M
SMR
Nuscale Power Corp

Industrials
12.2K
+ 91.39%
$12.6 - $43.24 $154K - $530K
25.6K $1.01M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
420
+ 1.05%
$60.61 - $87.72 $25.5K - $36.8K
40.6K $3.44M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.99K
+ 128.14%
$187.5 - $246.51 $561K - $738K
5.33K $1.31M
IVW
Ishares S&P 500 Growth ETF

ETFs
163
+ 0.35%
$82.96 - $110.1 $13.5K - $17.9K
46.4K $5.11M
PANW
Palo Alto Networks Inc

Technology
614
+ 3.06%
$152.44 - $204.64 $93.6K - $126K
20.7K $4.23M
WWD
Woodward, Inc.

Industrials
10
+ 0.08%
$157.29 - $247.55 $1.57K - $2.48K
12.5K $3.06M
NXPI
Nxp Semiconductors N.V.

Technology
3.22K
+ 191.49%
$153.5 - $218.72 $494K - $704K
4.9K $1.07M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
12.6K
+ 16.13%
$33.42 - $40.68 $422K - $513K
90.8K $3.69M
VTI
Vanguard Total Stock Market Et

ETFs
434
+ 2.23%
$243.75 - $303.93 $106K - $132K
19.9K $6.04M
IGV
Ishares Expanded Tech Software

ETFs
275
+ 0.86%
$80.15 - $109.5 $22K - $30.1K
32.2K $3.53M
NEM
Newmont Corp

Basic Materials
10.5K
+ 151.35%
$44.18 - $59.46 $464K - $624K
17.4K $1.02M
PFF
Ishares Trust Ishares Pfd And

ETFs
21.9K
+ 89.63%
$29.0 - $30.68 $635K - $672K
46.4K $1.42M
INTU
Intuit Inc

Technology
534
+ 38.25%
$544.07 - $787.63 $291K - $421K
1.93K $1.52M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.49K
+ 20.58%
$57.46 - $75.58 $258K - $339K
26.3K $1.99M
KLAC
Kla Corp

Technology
31
+ 1.15%
$576.53 - $902.94 $17.9K - $28K
2.72K $2.44M
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.45K
+ 3.24%
$24.94 - $31.15 $111K - $139K
142K $4.41M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.03K
+ 9.38%
$40.94 - $52.1 $206K - $262K
58.6K $3.05M
ISMD
Northern Lts Fd Tr Iv

ETFs
14.7K
+ 32.12%
$29.72 - $35.6 $437K - $523K
60.4K $2.15M
EFV
Msci Eafe Value ETF

ETFs
6.57K
+ 18.57%
$52.4 - $64.65 $344K - $425K
41.9K $2.66M
VST
Vistra Corp.

Utilities
226
+ 3.3%
$98.07 - $195.04 $22.2K - $44.1K
7.07K $1.37M
IWS
Ishares Russell Midcap Value E

ETFs
4.01K
+ 96.51%
$110.58 - $132.14 $443K - $529K
8.16K $1.08M
SPTL
Spdr Portfolio Long Term Treas

ETFs
20.9K
+ 54.98%
$25.48 - $27.78 $534K - $582K
59K $1.57M
MU
Micron Technology Inc

Technology
1.16K
+ 10.69%
$64.72 - $127.91 $74.9K - $148K
12K $1.48M
CMCSA
Comcast Corp

Communication Services
16.1K
+ 52.1%
$32.84 - $36.72 $529K - $592K
47K $1.68M
IBKR
Interactive Brokers Group, Inc.

Financial Services
30.2K
+ 292.74%
$50.53 - $212.53 $1.53M - $6.41M
40.5K $2.24M
PLD
Prologis, Inc.

Real Estate
5.87K
+ 40.75%
$89.76 - $112.34 $527K - $660K
20.3K $2.13M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.33K
+ 103.75%
$61.92 - $81.5 $330K - $435K
10.5K $852K
HLI
Houlihan Lokey, Inc.

Financial Services
2.58K
+ 132.9%
$141.59 - $182.75 $365K - $471K
4.52K $812K
NUE
Nucor Corp

Basic Materials
3.39K
+ 65.53%
$103.22 - $131.43 $350K - $446K
8.57K $1.11M
FDN
First Tr Fd Dow Jones

ETFs
176
+ 1.92%
$200.29 - $269.33 $35.3K - $47.4K
9.35K $2.52M
NET
Cloudflare, Inc.

Technology
1.59K
+ 78.86%
$97.08 - $195.83 $154K - $310K
3.6K $704K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
1.18K
+ 2.61%
$50.48 - $64.85 $59.4K - $76.3K
46.3K $3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
552
+ 6.15%
$180.84 - $240.32 $99.8K - $133K
9.53K $2.29M
KR
Kroger CO

Consumer Defensive
3.87K
+ 8.07%
$64.62 - $74.0 $250K - $286K
51.8K $3.72M
PAHC
Phibro Animal Health Corp

Healthcare
2.68K
+ 2.89%
$16.53 - $25.66 $44.3K - $68.7K
95.2K $2.43M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.2K
+ 5.05%
$79.56 - $82.92 $334K - $348K
87.3K $7.24M
URI
United Rentals, Inc.

Industrials
78
+ 2.55%
$551.94 - $753.4 $43.1K - $58.8K
3.14K $2.36M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
137
+ 0.78%
$376.48 - $440.65 $51.6K - $60.4K
17.7K $7.78M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.22K
+ 4.07%
$108.87 - $133.04 $133K - $162K
31.2K $4.15M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.19K
+ 189.41%
$40.82 - $43.14 $375K - $397K
14K $605K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.16K
+ 10.45%
$32.66 - $40.75 $168K - $210K
54.5K $2.21M
ITA
Ishares Tr

ETFs
587
+ 7.69%
$135.31 - $188.64 $79.4K - $111K
8.22K $1.55M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.51K
+ 5.34%
$57.14 - $72.68 $86K - $109K
29.7K $2.16M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.2K
+ 2.48%
$23.4 - $29.68 $51.6K - $65.4K
91K $2.7M
NKE
Nike, Inc.

Consumer Cyclical
981
+ 2.63%
$53.27 - $72.04 $52.3K - $70.7K
38.2K $2.72M
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
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email