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
FCNCA
First Citizens Bancshares Inc

Financial Services
25
+ 5.1%
$1561.69 - $1966.55 $39K - $49.2K
515 $1.01M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
80
+ 3.89%
$87.64 - $143.29 $7.01K - $11.5K
2.14K $305K
SNPS
Synopsys Inc

Technology
38
+ 3.98%
$380.9 - $517.66 $14.5K - $19.7K
992 $508K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
121
+ 1.88%
$44.23 - $62.66 $5.35K - $7.58K
6.57K $411K
OMFL
Invesco Exchange Traded Self I

ETFs
272
+ 1.48%
$48.43 - $57.78 $13.2K - $15.7K
18.7K $1.08M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.9K
+ 2.05%
$44.68 - $45.96 $84.8K - $87.2K
94.5K $4.33M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
306
+ 9.95%
$104.23 - $134.39 $31.9K - $41.1K
3.38K $454K
ABT
Abbott Laboratories

Healthcare
108
+ 0.45%
$123.95 - $138.08 $13.4K - $14.9K
23.9K $3.25M
PINS
Pinterest, Inc.

Communication Services
717
+ 5.12%
$24.21 - $35.95 $17.4K - $25.8K
14.7K $528K
SAN
Banco Santander, S.A.

Financial Services
9.09K
+ 82.55%
$5.72 - $8.32 $52K - $75.7K
20.1K $166K
SCHW
Schwab Charles Corp

Financial Services
43
+ 0.63%
$69.06 - $91.24 $2.97K - $3.92K
6.85K $624K
PNFP
Pinnacle Financial Partners Inc

Financial Services
395
+ 3.73%
$87.19 - $111.51 $34.4K - $44K
11K $1.21M
TMC
Tmc The Metals CO Inc.

Basic Materials
4.52K
+ 37.37%
$1.62 - $7.49 $7.32K - $33.8K
16.6K $109K
INSM
Insmed Inc

Healthcare
69
+ 2.06%
$64.81 - $105.9 $4.47K - $7.31K
3.42K $343K
RF
Regions Financial Corp

Financial Services
2.53K
+ 15.76%
$18.34 - $23.52 $46.3K - $59.4K
18.6K $436K
FE
Firstenergy Corp

Utilities
2.41K
+ 4.1%
$38.31 - $43.17 $92.2K - $104K
61.1K $2.46M
NVS
Novartis Ag

Healthcare
206
+ 3.18%
$101.96 - $121.01 $21K - $24.9K
6.69K $809K
NBIX
Neurocrine Biosciences Inc

Healthcare
107
+ 2.24%
$87.54 - $128.18 $9.37K - $13.7K
4.89K $615K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
460
+ 5.73%
$55.54 - $69.09 $25.5K - $31.8K
8.48K $586K
JCI
Johnson Controls International PLC

Industrials
123
+ 4.56%
$71.14 - $105.62 $8.75K - $13K
2.82K $297K
KEYS
Keysight Technologies, Inc.

Technology
17
+ 0.31%
$127.02 - $165.4 $2.16K - $2.81K
5.43K $890K
BK
Bank Of New York Mellon Corp

Financial Services
181
+ 2.19%
$73.31 - $91.62 $13.3K - $16.6K
8.46K $771K
KMB
Kimberly Clark Corp

Consumer Defensive
1.02K
+ 24.72%
$126.84 - $145.22 $130K - $148K
5.16K $664K
ON
On Semiconductor Corp

Technology
223
+ 4.1%
$31.95 - $54.21 $7.12K - $12.1K
5.67K $297K
HNDL
Strategy Shs

ETFs
2.15K
+ 5.66%
$19.2 - $21.66 $41.2K - $46.5K
40.1K $868K
PEG
Public Service Enterprise Group Inc

Utilities
769
+ 21.23%
$77.13 - $84.18 $59.3K - $64.7K
4.39K $369K
CI
Cigna Corp

Healthcare
189
+ 3.66%
$301.89 - $340.04 $57.1K - $64.3K
5.35K $1.77M
MPWR
Monolithic Power Systems Inc

Technology
23
+ 6.63%
$455.19 - $737.73 $10.5K - $17K
370 $270K
TGT
Target Corp

Consumer Defensive
1.09K
+ 15.86%
$88.76 - $105.77 $96.7K - $115K
7.96K $785K
IMFL
Invesco Ex Tr Self Indx Fd Tr
1.23K
+ 10.2%
$22.43 - $27.68 $27.7K - $34.2K
13.3K $369K
TGB
Taseko Mines LTD

Basic Materials
5K
+ 8.72%
$1.7 - $3.15 $8.5K - $15.8K
62.3K $196K
MGV
Vanguard Mega Cap Value

ETFs
112
+ 0.83%
$114.87 - $131.25 $12.9K - $14.7K
13.6K $1.79M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
186
+ 2.13%
$41.45 - $54.46 $7.71K - $10.1K
8.91K $463K
WSM
Williams Sonoma Inc

Consumer Cyclical
260
+ 6.25%
$137.62 - $174.44 $35.8K - $45.4K
4.42K $721K
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.24%
$422.19 - $533.73 $1.27K - $1.6K
1.24K $661K
PTC
Ptc Inc.

Technology
32
+ 1.02%
$136.74 - $173.24 $4.38K - $5.54K
3.18K $548K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.78K
+ 9.93%
$11.9 - $15.57 $21.2K - $27.7K
19.7K $302K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
4.12K
+ 5.6%
$33.15 - $36.46 $137K - $150K
77.7K $2.74M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
408
+ 6.81%
$167.22 - $212.42 $68.2K - $86.7K
6.4K $1.27M
ECL
Ecolab Inc.

Basic Materials
31
+ 1.03%
$225.65 - $270.95 $7K - $8.4K
3.05K $821K
EMB
Ishares Tr

ETFs
260
+ 1.82%
$86.54 - $92.62 $22.5K - $24.1K
14.5K $1.35M
NOK
Nokia Corp

Technology
11.3K
+ 65.29%
$4.65 - $5.43 $52.4K - $61.2K
28.5K $147K
VNLA
Janus Henderson Short Duration

ETFs
1.1K
+ 2.86%
$48.74 - $49.2 $53.5K - $54K
39.5K $1.94M
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
2.12K
+ 2.78%
$25.85 - $26.19 $54.8K - $55.5K
78.2K $2.03M
SMG
Scotts Miracle Gro CO

Basic Materials
141
+ 3.42%
$48.21 - $66.48 $6.8K - $9.37K
4.27K $281K
LQD
Ishares Iboxx $ Investment Gra

ETFs
123
+ 0.35%
$105.23 - $109.61 $12.9K - $13.5K
34.8K $3.81M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
82
+ 3.76%
$82.32 - $112.47 $6.75K - $9.22K
2.26K $254K
VV
Vanguard Large Cap ETF

ETFs
11
+ 0.66%
$228.25 - $285.3 $2.51K - $3.14K
1.67K $475K
XPO
Xpo Logistics, Inc.

Industrials
63
+ 2.75%
$91.46 - $128.1 $5.76K - $8.07K
2.36K $297K
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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