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
JCE
Nuveen Core Equity Alpha Fund

Financial Services
954
+ 8.67%
$12.84 - $15.5 $12.2K - $14.8K
12K $185K
GM
General Motors CO

Consumer Cyclical
195
+ 2.94%
$42.48 - $50.46 $8.28K - $9.84K
6.83K $336K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
919
+ 3.86%
$20.12 - $21.0 $18.5K - $19.3K
24.7K $516K
KBR
Kbr, Inc.

Industrials
888
+ 8.53%
$46.2 - $56.12 $41K - $49.8K
11.3K $541K
CBRE
Cbre Group, Inc.

Real Estate
39
+ 1.99%
$113.94 - $140.12 $4.44K - $5.46K
2K $279K
DFIV
Dimensional ETF Tr

ETFs
17
+ 0.27%
$34.67 - $43.21 $589 - $735
6.37K $272K
VRSK
Verisk Analytics, Inc.

Industrials
4
+ 0.26%
$277.03 - $321.33 $1.11K - $1.29K
1.57K $488K
PCEF
Invesco Cef Income Composite E

ETFs
131
+ 0.46%
$16.85 - $19.54 $2.21K - $2.56K
28.6K $559K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
643
+ 1.97%
$18.96 - $20.43 $12.2K - $13.1K
33.3K $681K
PICK
Ishares Inc Msci Global Select

ETFs
73
+ 0.68%
$30.23 - $38.24 $2.21K - $2.79K
10.8K $406K
RGLD
Royal Gold Inc

Basic Materials
8
+ 0.61%
$155.48 - $186.71 $1.24K - $1.49K
1.32K $234K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
13
+ 0.4%
$73.0 - $85.5 $949 - $1.11K
3.26K $274K
ROP
Roper Technologies Inc

Industrials
71
+ 8.55%
$519.19 - $590.78 $36.9K - $41.9K
901 $510K
SONY
Sony Group Corp

Technology
474
+ 3.69%
$21.24 - $26.88 $10.1K - $12.7K
13.3K $346K
IBHE
Ishares Ibonds 2025 Term High

ETFs
752
+ 1.02%
$22.98 - $23.27 $17.3K - $17.5K
74.8K $1.74M
WTRG
Essential Utilities, Inc.

Utilities
860
+ 16.39%
$36.92 - $41.39 $31.8K - $35.6K
6.11K $226K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
258
+ 3.75%
$51.1 - $53.29 $13.2K - $13.7K
7.13K $379K
GASS
Stealth Gas Inc.

Industrials
2.5K
+ 14.37%
N/A
19.9K $152K
SHW
Sherwin Williams CO

Basic Materials
67
+ 7.63%
$313.51 - $363.51 $21K - $24.4K
945 $324K
IQV
Iqvia Holdings Inc.

Healthcare
320
+ 18.51%
$137.0 - $174.37 $43.8K - $55.8K
2.05K $322K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
8.06K
+ 12.76%
$1.85 - $2.65 $14.9K - $21.3K
71.2K $174K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.01K
+ 7.53%
$18.11 - $18.97 $18.3K - $19.2K
14.4K $272K
GRAB
Grab Holdings LTD

Technology
2.21K
+ 18.78%
$3.48 - $5.25 $7.68K - $11.6K
14K $70K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
447
+ 0.38%
$19.58 - $19.93 $8.75K - $8.91K
117K $2.33M
IYR
Ishares Tr

ETFs
271
+ 1.48%
$84.48 - $96.25 $22.9K - $26.1K
18.6K $1.75M
ADSK
Autodesk, Inc.

Technology
52
+ 4.21%
N/A
1.29K $316K
DFAR
Dimensional ETF Tr Dimensional

ETFs
954
+ 2.58%
$20.99 - $23.93 $20K - $22.8K
38K $890K
HYLB
Xtrackers Usd High Yield Corp

ETFs
48
+ 0.45%
$34.72 - $36.92 $1.67K - $1.77K
10.8K $399K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.09K
+ 6.21%
$12.23 - $15.46 $13.4K - $16.9K
18.7K $282K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
656
+ 4.27%
$31.07 - $32.25 $20.4K - $21.2K
16K $508K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
1K
+ 9.29%
$8.43 - $8.77 $8.43K - $8.77K
11.8K $102K
SFNC
Simmons First National Corp

Financial Services
1.62K
+ 11.01%
$17.39 - $20.55 $28.2K - $33.4K
16.4K $310K
AFL
Aflac Inc

Financial Services
487
+ 6.26%
$99.77 - $112.45 $48.6K - $54.8K
8.27K $871K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
316
+ 10.01%
$61.03 - $67.59 $19.3K - $21.4K
3.47K $222K
SPSB
Spdr Portfolio Short Term Corp

ETFs
25
+ 0.05%
$29.82 - $30.19 $746 - $755
52.2K $1.58M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
380
+ 2.83%
$10.79 - $14.14 $4.1K - $5.37K
13.8K $189K
ED
Consolidated Edison Inc

Utilities
452
+ 11.6%
$98.05 - $113.3 $44.3K - $51.2K
4.35K $436K
PDT
John Hancock Premium Dividend Fund

Financial Services
279
+ 1.4%
$11.7 - $13.23 $3.26K - $3.69K
20.3K $266K
HL
Hecla Mining CO

Basic Materials
11
+ 0.09%
$4.54 - $6.45 $49.9 - $71
11.8K $70K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
8
+ 0.03%
$8.72 - $10.05 $69.8 - $80.4
25.5K $255K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
84
+ 1.42%
$38.18 - $45.52 $3.21K - $3.82K
5.98K $261K
ORCC
Owl Rock Capital Corp

Financial Services
319
+ 1.14%
N/A
28.2K $377K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
239
+ 2.25%
$18.83 - $19.22 $4.5K - $4.59K
10.8K $207K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
266
+ 2.04%
$10.28 - $11.04 $2.73K - $2.94K
13.3K $147K
MMYT
Make My Trip LTD

Consumer Cyclical
25
+ 0.45%
N/A
5.53K $476K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
195
+ 0.66%
N/A
29.9K $368K
CHKP
Check Point Software Technologies LTD

Technology
56
+ 4.24%
$204.26 - $233.47 $11.4K - $13.1K
1.38K $304K
AVA
Avista Corp

Utilities
900
+ 11.37%
$36.94 - $42.43 $33.2K - $38.2K
8.82K $334K
EVRG
Evergy, Inc.

Utilities
44
+ 1.14%
$64.06 - $69.64 $2.82K - $3.06K
3.92K $269K
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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