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
IWD
Ishares Russell 1000 Val ETF

ETFs
453
+ 1.43%
$166.82 - $194.23 $75.6K - $88K
32.1K $6.23M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.14K
+ 7.41%
$152.93 - $181.74 $174K - $207K
16.5K $3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.19K
+ 4.28%
$83.54 - $100.04 $183K - $219K
53.3K $5.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
768
+ 0.6%
$19.6 - $24.44 $15.1K - $18.8K
129K $3.14M
EEM
Ishares Msci Emerging Markets

ETFs
211
+ 0.3%
$38.52 - $48.28 $8.13K - $10.2K
71.4K $3.44M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.42K
+ 12.92%
$47.46 - $55.3 $257K - $300K
47.4K $2.61M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.75K
+ 8.52%
$45.88 - $54.4 $172K - $204K
47.8K $2.6M
CSGP
Costar Group, Inc.

Real Estate
3.85K
+ 52.92%
$72.62 - $83.22 $279K - $320K
11.1K $893K
HYG
Ishares Tr

ETFs
3.32K
+ 13.94%
$75.75 - $80.65 $251K - $268K
27.1K $2.19M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
7.1K
+ 16.03%
$32.99 - $38.56 $234K - $274K
51.3K $1.95M
DASH
Door Dash, Inc.

Communication Services
908
+ 74.86%
$163.16 - $246.51 $148K - $224K
2.12K $522K
CGUS
Capital Group Core Equity ETF
4.32K
+ 10.81%
$29.93 - $36.93 $129K - $159K
44.3K $1.63M
VGT
Vanguard Information Technolog

ETFs
182
+ 12.28%
$470.37 - $663.28 $85.6K - $121K
1.66K $1.1M
HBAN
Huntington Bancshares Inc

Financial Services
13K
+ 28.97%
$12.49 - $16.76 $162K - $217K
57.7K $967K
KRE
Spdr S&P Regional Banking ETF

ETFs
2.66K
+ 5.82%
$48.81 - $59.48 $130K - $158K
48.3K $2.87M
XLU
Utilities Sector Spdr

ETFs
3.09K
+ 26.95%
$73.09 - $82.77 $226K - $256K
14.5K $1.19M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
815
+ 6.7%
$101.93 - $128.63 $83.1K - $105K
13K $1.67M
VEA
Vanguard Ftse Developed Market

ETFs
89
+ 0.19%
$45.65 - $57.01 $4.06K - $5.07K
46.7K $2.66M
PFE
Pfizer Inc

Healthcare
19.3K
+ 10.83%
$21.59 - $24.84 $416K - $479K
197K $4.78M
FOXA
Fox Corp

Communication Services
5.26K
+ 11.88%
$47.21 - $57.04 $248K - $300K
49.6K $2.78M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
8.5K
+ 109.11%
N/A
16.3K $513K
IVE
Ishares S&P 500 Value ETF

ETFs
948
+ 6.22%
$168.34 - $195.42 $160K - $185K
16.2K $3.16M
IEMG
Ishares Inc

ETFs
4.82K
+ 3.69%
N/A
135K $7.27M
STRL
Sterling Construction CO Inc

Industrials
154
+ 8.09%
$104.96 - $231.51 $16.2K - $35.7K
2.06K $474K
FDVV
Fidelity High Dividend ETF

ETFs
4.21K
+ 26.86%
$43.6 - $52.02 $184K - $219K
19.9K $1.04M
FTQI
First Trust ETF Vi First Trust

ETFs
8.12K
+ 6.11%
$16.83 - $19.58 $137K - $159K
141K $2.76M
XLC
Select Sector Spdr Tr Communic

ETFs
288
+ 1.66%
$86.13 - $108.53 $24.8K - $31.3K
17.7K $1.92M
VT
Vanguard Total World Stk Index

ETFs
255
+ 1.47%
$103.16 - $128.52 $26.3K - $32.8K
17.6K $2.26M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.64K
+ 43.48%
$50.09 - $51.09 $233K - $237K
15.3K $782K
SYF
Synchrony Financial

Financial Services
1.22K
+ 10.16%
$43.81 - $66.74 $53.4K - $81.4K
13.2K $882K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
609
+ 2.2%
$114.78 - $133.31 $69.9K - $81.2K
28.3K $3.77M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.65K
+ 3.75%
$50.36 - $50.68 $234K - $236K
129K $6.52M
EFG
Msci Eafe Growth ETF

ETFs
194
+ 1.07%
$89.8 - $112.0 $17.4K - $21.7K
18.3K $2.04M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.07K
+ 4.04%
$71.86 - $82.66 $76.8K - $88.4K
27.5K $2.27M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.35K
+ 3.41%
$35.35 - $42.68 $83K - $100K
71.1K $3.03M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.39K
+ 8.43%
$39.89 - $49.46 $95.3K - $118K
30.7K $1.52M
VIG
Vanguard Dividend Appreciation

ETFs
1.3K
+ 4.44%
N/A
30.5K $5.55M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.35K
+ 20.69%
$100.04 - $100.54 $235K - $236K
13.7K $1.38M
T
At&T Inc.

Communication Services
2.46K
+ 1.01%
$26.33 - $28.94 $64.9K - $71.3K
247K $7.13M
ILDR
First Tr Exchange Traded Fd Vi
4.99K
+ 36.87%
$20.6 - $29.43 $103K - $147K
18.5K $544K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
107
+ 2.12%
$468.22 - $566.51 $50.1K - $60.6K
5.15K $2.92M
DAL
Delta Air Lines, Inc.

Industrials
54
+ 0.14%
$35.88 - $52.99 $1.94K - $2.86K
38.8K $1.91M
GBIL
Goldman Sachs Access Treasury

ETFs
2.17K
+ 6.88%
$99.83 - $100.19 $217K - $218K
33.8K $3.38M
AGNC
Agnc Investment Corp.

Real Estate
26.7K
+ 33.22%
$8.12 - $9.49 $217K - $254K
107K $985K
MBB
Ishares Tr

ETFs
2.26K
+ 35.21%
$91.41 - $94.22 $207K - $213K
8.68K $814K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.35K
+ 12.89%
$103.88 - $123.68 $140K - $167K
11.8K $1.46M
VGSH
Vanguard

ETFs
3.57K
+ 11.2%
$58.32 - $58.95 $208K - $210K
35.4K $2.08M
MAR
Marriott International Inc

Consumer Cyclical
258
+ 6.44%
$211.12 - $274.14 $54.5K - $70.7K
4.27K $1.17M
CDNS
Cadence Design Systems Inc

Technology
114
+ 3.49%
$231.64 - $323.08 $26.4K - $36.8K
3.38K $1.04M
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