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
USFD
Us Foods Holding Corp.

Consumer Defensive
418
+ 2.95%
$60.47 - $79.12 $25.3K - $33.1K
14.6K $1.12M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
671
+ 18.36%
$101.69 - $139.02 $68.2K - $93.3K
4.33K $601K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.93K
+ 15.14%
$58.63 - $59.9 $172K - $176K
22.3K $1.33M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
6.68K
+ 4.38%
$22.7 - $23.33 $152K - $156K
159K $3.71M
STX
Seagate Technology Holdings PLC

Technology
313
+ 13.29%
$66.54 - $144.33 $20.8K - $45.2K
2.67K $385K
VEEV
Veeva Systems Inc

Healthcare
405
+ 34.18%
$209.39 - $289.94 $84.8K - $117K
1.59K $457K
ETN
Eaton Corp PLC

Industrials
62
+ 3.42%
$246.52 - $356.99 $15.3K - $22.1K
1.88K $669K
CAG
Conagra Brands Inc.

Consumer Defensive
15.5K
+ 65.21%
$20.4 - $26.78 $316K - $415K
39.2K $803K
HSBC
Hsbc Holdings PLC

Financial Services
782
+ 2.15%
$46.68 - $61.09 $36.5K - $47.8K
37.2K $2.26M
FIS
Fidelity National Information Services, Inc.

Technology
1.26K
+ 12.67%
$68.14 - $82.13 $85.9K - $104K
11.2K $912K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.3K
+ 7.22%
$91.23 - $97.27 $118K - $126K
19.2K $1.87M
FDIG
Fidelity Covington Tr Crypto I

ETFs
1K
+ 9.13%
$21.38 - $35.6 $21.4K - $35.6K
12K $425K
ICE
Intercontinental Exchange, Inc.

Financial Services
525
+ 9.54%
$151.62 - $183.47 $79.6K - $96.3K
6.03K $1.11M
MCO
Moodys Corp

Financial Services
219
+ 16.49%
$396.7 - $501.59 $86.9K - $110K
1.55K $775K
VOT
Vanguard Mid Cap Growth Index

ETFs
77
+ 2.33%
$216.28 - $284.39 $16.7K - $21.9K
3.38K $960K
SGOL
Abrdn Gold ETF Trust

ETFs
809
+ 1.15%
$28.39 - $32.75 $23K - $26.5K
71K $2.24M
VTWO
Vanguard Russell 2000 ETF

ETFs
731
+ 5.68%
$70.56 - $87.22 $51.6K - $63.8K
13.6K $1.19M
SYK
Stryker Corp

Healthcare
194
+ 6.73%
$337.37 - $395.63 $65.4K - $76.8K
3.08K $1.22M
PDP
Invesco Exchange Traded Fd Tr

ETFs
350
+ 3.03%
$89.44 - $108.59 $31.3K - $38K
11.9K $1.29M
SYY
Sysco Corp

Consumer Defensive
1.73K
+ 11.52%
$68.0 - $75.91 $118K - $132K
16.8K $1.27M
HSY
Hershey CO

Consumer Defensive
1.25K
+ 9.58%
$151.29 - $173.13 $188K - $216K
14.2K $2.36M
FLEX
Flex Ltd.

Technology
313
+ 4.2%
$26.68 - $50.09 $8.35K - $15.7K
7.76K $387K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.02K
+ 12.09%
$60.34 - $74.89 $61.4K - $76.2K
9.44K $707K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
310
+ 0.05%
$9.86 - $10.92 $3.06K - $3.39K
662K $7.22M
VBR
Vanguard Small Cap Value ETF

ETFs
199
+ 2.0%
$162.76 - $195.77 $32.4K - $39K
10.2K $1.98M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.32K
+ 10.93%
$102.02 - $103.5 $135K - $137K
13.4K $1.38M
CTVA
Corteva, Inc.

Basic Materials
754
+ 12.03%
$55.52 - $74.53 $41.9K - $56.2K
7.02K $523K
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.19K
+ 4.96%
$47.09 - $48.01 $103K - $105K
46.3K $2.22M
PAVE
Global X Fds Us Infrastructure

ETFs
156
+ 0.76%
$33.78 - $43.68 $5.27K - $6.81K
20.6K $897K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.93K
+ 62.37%
$60.03 - $72.0 $116K - $139K
5.02K $332K
AFRM
Affirm Holdings, Inc.

Technology
57
+ 1.14%
$35.75 - $69.14 $2.04K - $3.94K
5.04K $348K
UAL
United Airlines Holdings, Inc.

Industrials
470
+ 5.92%
$56.15 - $84.23 $26.4K - $39.6K
8.41K $669K
PHM
Pultegroup Inc

Consumer Cyclical
1K
+ 17.08%
$92.02 - $106.54 $92.4K - $107K
6.88K $725K
IOO
Ishares Tr Global 100 ETF

ETFs
721
+ 18.67%
$84.95 - $107.81 $61.2K - $77.7K
4.58K $492K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.27K
+ 1.85%
$41.1 - $42.37 $93.4K - $96.3K
125K $5.28M
IHDG
Wisdomtree Tr

ETFs
2.2K
+ 13.42%
$38.54 - $46.0 $84.9K - $101K
18.6K $838K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.02K
+ 0.92%
$85.42 - $94.39 $87.1K - $96.3K
112K $10.5M
DDS
Dillard'S, Inc.

Consumer Cyclical
168
+ 22.58%
$294.77 - $422.75 $49.5K - $71K
912 $381K
LMT
Lockheed Martin Corp

Industrials
72
+ 1.53%
$430.82 - $486.45 $31K - $35K
4.77K $2.21M
VLO
Valero Energy Corp

Energy
624
+ 5.79%
$104.69 - $141.77 $65.3K - $88.5K
11.4K $1.53M
PAAS
Pan American Silver Corp

Basic Materials
1.1K
+ 3.62%
$21.49 - $29.35 $23.7K - $32.3K
31.5K $894K
RE
Everest Re Group LTD

Financial Services
293
+ 46.14%
N/A
928 $344K
CRM
Salesforce, Inc.

Technology
240
+ 2.57%
$236.26 - $291.15 $56.7K - $69.9K
9.59K $2.61M
APO
Apollo Global Management, Inc.

Financial Services
524
+ 8.24%
$108.68 - $145.07 $56.9K - $76K
6.89K $976K
ITRI
Itron, Inc.

Technology
281
+ 11.08%
$92.04 - $132.78 $25.9K - $37.3K
2.82K $370K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.09K
+ 35.96%
$61.79 - $76.67 $67.4K - $83.6K
4.13K $313K
IDV
Ishares Tr

ETFs
540
+ 2.1%
$27.79 - $34.84 $15K - $18.8K
26.2K $904K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.64K
+ 16.49%
$34.72 - $42.74 $56.8K - $70K
11.6K $494K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.33K
+ 4.89%
$14.97 - $16.79 $79.7K - $89.4K
114K $1.91M
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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