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
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
6K
+ 52.17%
$8.91 - $10.66 $53.5K - $64K
17.5K $168K
GTO
Invesco Actively Managed ETF T

ETFs
1.07K
+ 19.36%
$45.73 - $47.2 $48.8K - $50.4K
6.58K $308K
TW
Tradeweb Markets Inc.

Financial Services
439
+ 6.51%
$125.37 - $149.02 $55K - $65.4K
7.18K $1.05M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
71
+ 0.4%
$34.78 - $43.42 $2.47K - $3.08K
18K $778K
NU
Nu Holdings Ltd.

Financial Services
294
+ 2.32%
$9.6 - $13.72 $2.82K - $4.03K
13K $177K
SHYD
Vaneck Short High Yield Muni E

ETFs
1.89K
+ 4.37%
$21.84 - $22.79 $41.3K - $43.1K
45.2K $1.02M
HII
Huntington Ingalls Industries, Inc.

Industrials
7
+ 0.58%
$183.31 - $241.46 $1.28K - $1.69K
1.22K $294K
TAC
Transalta Corp

Utilities
1.36K
+ 6.03%
$8.16 - $11.47 $11.1K - $15.6K
23.9K $257K
RSG
Republic Services, Inc.

Industrials
169
+ 15.74%
$227.2 - $258.07 $38.4K - $43.6K
1.24K $306K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
6
+ 0.0%
$15.35 - $17.0 $92.1 - $102
208K $3.54M
AMGN
Amgen Inc

Healthcare
1.37K
+ 13.11%
$262.28 - $309.85 $358K - $423K
11.8K $3.29M
EQT
Eqt Corp

Energy
104
+ 1.37%
$46.11 - $60.44 $4.8K - $6.29K
7.72K $450K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
664
+ 16.58%
$212.1 - $244.27 $141K - $162K
4.67K $1.02M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
654
+ 2.59%
$10.8 - $16.92 $7.06K - $11.1K
25.9K $355K
ARES
Ares Management Corp

Financial Services
8
+ 0.53%
$118.04 - $175.83 $944 - $1.41K
1.52K $263K
AON
Aon PLC

Financial Services
194
+ 29.75%
$335.85 - $398.81 $65.2K - $77.4K
846 $301K
FISV
Fiserv Inc

Technology
314
+ 9.73%
N/A
3.54K $443K
SPGI
S&P Global Inc.

Financial Services
42
+ 4.54%
$438.31 - $527.29 $18.4K - $22.1K
967 $509K
IJK
Ishares S&P Midcap 400 Growth

ETFs
5
+ 0.1%
$73.7 - $90.98 $369 - $455
4.89K $444K
SF
Stifel Financial Corp

Financial Services
74
+ 2.24%
$76.49 - $103.78 $5.66K - $7.68K
3.38K $350K
OMC
Omnicom Group Inc.

Communication Services
1.55K
+ 23.61%
$69.22 - $79.77 $107K - $123K
8.09K $581K
ADP
Automatic Data Processing Inc

Industrials
67
+ 1.02%
$276.76 - $326.81 $18.5K - $21.9K
6.64K $2.05M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
3.61K
+ 5.68%
$10.82 - $12.71 $39K - $45.9K
67.2K $836K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
388
+ 4.33%
$90.85 - $102.31 $35.2K - $39.7K
9.36K $942K
DOX
Amdocs LTD

Technology
438
+ 5.7%
$80.46 - $94.08 $35.2K - $41.2K
8.12K $741K
VSH
Vishay Intertechnology Inc

Technology
2.35K
+ 21.19%
$10.57 - $15.97 $24.9K - $37.6K
13.5K $213K
EFX
Equifax Inc

Industrials
55
+ 3.99%
$205.5 - $280.54 $11.3K - $15.4K
1.43K $371K
RPRX
Royalty Pharma PLC

Healthcare
43
+ 0.61%
$30.85 - $36.14 $1.33K - $1.55K
7.12K $256K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
50
+ 3.87%
$153.22 - $199.8 $7.66K - $9.99K
1.34K $251K
ATO
Atmos Energy Corp

Utilities
232
+ 13.13%
$145.06 - $162.66 $33.7K - $37.7K
2K $308K
VXF
Vanguard Extended Market ETF

ETFs
26
+ 1.69%
$150.43 - $192.71 $3.91K - $5.01K
1.57K $301K
TJX
Tjx Companies Inc

Consumer Cyclical
163
+ 1.88%
$119.13 - $135.03 $19.4K - $22K
8.85K $1.09M
XLP
Consumer Staples Sector Spdr

ETFs
466
+ 1.94%
N/A
24.5K $1.86M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
106
+ 1.89%
$50.27 - $62.05 $5.33K - $6.58K
5.73K $353K
GPS
Gap Inc

Consumer Cyclical
1.7K
+ 3.4%
N/A
51.6K $1.04M
INTC
Intel Corp

Technology
2.26K
+ 4.22%
$18.13 - $22.69 $41K - $51.3K
55.9K $1.25M
FDS
Factset Research Systems Inc

Financial Services
89
+ 11.65%
$398.85 - $473.32 $35.5K - $42.1K
853 $381K
DGRO
Ishares Core Dividend Growth E

ETFs
92
+ 0.92%
$55.22 - $63.94 $5.08K - $5.88K
10.1K $643K
BBY
Best Buy CO Inc

Consumer Cyclical
991
+ 18.96%
$56.17 - $75.73 $55.7K - $75K
6.22K $417K
BR
Broadridge Financial Solutions, Inc.

Technology
132
+ 6.06%
$217.22 - $246.25 $28.7K - $32.5K
2.31K $561K
O
Realty Income Corp

Real Estate
783
+ 2.5%
$52.27 - $58.52 $40.9K - $45.8K
32.1K $1.85M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
355
+ 2.45%
$82.21 - $83.12 $29.2K - $29.5K
14.9K $1.23M
JEPI
J P Morgan Exchange Traded Fd

ETFs
192
+ 0.18%
$51.14 - $57.0 $9.82K - $10.9K
105K $5.95M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
178
+ 1.5%
$17.76 - $22.1 $3.16K - $3.93K
12.1K $266K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
308
+ 13.32%
$97.29 - $105.63 $30K - $32.5K
2.62K $266K
BHP
Bhp Group LTD

Basic Materials
619
+ 10.71%
$40.22 - $50.88 $24.9K - $31.5K
6.4K $307K
FTGC
First Trust Global Tactical CO

ETFs
1.47K
+ 12.49%
$23.09 - $25.91 $33.9K - $38.1K
13.2K $326K
TFC
Truist Financial Corp

Financial Services
166
+ 1.71%
$34.79 - $42.99 $5.78K - $7.14K
9.87K $424K
AVT
Avnet Inc

Technology
65
+ 1.51%
$41.51 - $53.08 $2.7K - $3.45K
4.38K $232K
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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