Sowell Financial Services LLC New Holdings in Q2 2025

Sowell Financial Services LLC

  • $2.34 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
158K
New
$35.12 - $48.24 $5.54M - $7.61M
158K $7.61M
KBE
Spdr S&P Bank ETF

ETFs
60K
New
$45.85 - $55.78 $2.75M - $3.35M
60K $3.35M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
38.5K
New
$65.41 - $79.66 $2.52M - $3.07M
38.5K $3.07M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
22.5K
New
$66.89 - $111.18 $1.5M - $2.5M
22.5K $2.5M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
47.5K
New
$40.39 - $41.46 $1.92M - $1.97M
47.5K $1.96M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
48.8K
New
$32.77 - $38.72 $1.6M - $1.89M
48.8K $1.89M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
34.4K
New
$28.07 - $43.66 $965K - $1.5M
34.4K $1.5M
EBAY
Ebay Inc

Consumer Cyclical
18.9K
New
$59.52 - $79.36 $1.12M - $1.5M
18.9K $1.41M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
13.1K
New
$67.28 - $97.53 $881K - $1.28M
13.1K $1.28M
GSID
Goldman Sachs ETF Tr Marketbet

ETFs
19.6K
New
$51.96 - $64.33 $1.02M - $1.26M
19.6K $1.26M
LEN
Lennar Corp

Consumer Cyclical
7.04K
New
$102.76 - $115.66 $723K - $814K
7.04K $778K
XSMO
Invesco S&P Smallcap Momentum

ETFs
8.75K
New
$55.15 - $68.11 $483K - $596K
8.75K $595K
NTNX
Nutanix, Inc.

Technology
6.75K
New
$58.17 - $83.07 $393K - $561K
6.75K $516K
AA
Alcoa Corp

Basic Materials
15.4K
New
$22.57 - $30.84 $347K - $474K
15.4K $453K
IBDV
Ishares Tr

Technology
20.2K
New
$21.28 - $21.98 $430K - $444K
20.2K $443K
DT
Dynatrace, Inc.

Technology
7.84K
New
$41.21 - $55.9 $323K - $438K
7.84K $433K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
8.59K
New
$48.64 - $50.07 $418K - $430K
8.59K $425K
RS
Reliance Steel & Aluminum CO

Basic Materials
1.27K
New
$262.08 - $316.81 $332K - $401K
1.27K $397K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.6K
New
$40.51 - $71.03 $227K - $398K
5.6K $393K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
17.5K
New
$20.23 - $21.04 $353K - $367K
17.5K $367K
DGX
Quest Diagnostics Inc

Healthcare
2.5K
New
N/A
2.5K $343K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
2.24K
New
$89.13 - $167.48 $200K - $376K
2.24K $340K
TTWO
Take Two Interactive Software Inc

Communication Services
1.4K
New
$194.58 - $243.05 $273K - $341K
1.4K $340K
UTHR
United Therapeutics Corp

Healthcare
1.16K
New
$276.47 - $328.4 $321K - $381K
1.16K $333K
USD
Proshares Ultra Semiconductors

ETFs
3.77K
New
$29.19 - $74.0 $110K - $279K
3.77K $278K
CGXU
Capital Group Intl Focus Equit

ETFs
10K
New
$21.44 - $27.35 $214K - $273K
10K $271K
AVAV
Aero Vironment Inc

Industrials
936
New
$111.65 - $284.95 $105K - $267K
936 $266K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
10.5K
New
$24.31 - $25.29 $256K - $266K
10.5K $265K
EUFN
Ishares Msci Europe Financials

ETFs
8.3K
New
$24.77 - $32.27 $206K - $268K
8.3K $262K
MGC
Vanguard Mega Cap ETF

ETFs
1.14K
New
$179.23 - $224.92 $205K - $257K
1.14K $257K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.46K
New
$122.04 - $169.14 $179K - $248K
1.46K $247K
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.14K
New
$45.9 - $47.2 $236K - $243K
5.14K $241K
CLH
Clean Harbors Inc

Industrials
1.05K
New
$182.1 - $233.5 $190K - $244K
1.05K $241K
INTA
Intapp, Inc.

Technology
4.67K
New
$48.49 - $59.55 $226K - $278K
4.67K $240K
FN
Fabrinet

Technology
813
New
$171.03 - $298.93 $139K - $243K
813 $239K
CFG
Citizens Financial Group Inc

Financial Services
5.31K
New
$34.27 - $44.75 $182K - $238K
5.31K $237K
PDD
Pinduoduo Inc.

Consumer Cyclical
2.26K
New
$88.35 - $122.19 $200K - $276K
2.26K $236K
WTMF
Wisdomtree Tr Managed Futures

ETFs
6.63K
New
$32.91 - $35.38 $218K - $234K
6.63K $233K
CRK
Comstock Resources Inc

Energy
8.36K
New
$17.12 - $30.74 $143K - $257K
8.36K $231K
TFLO
Ishares Treasury Floating Rate

ETFs
4.54K
New
$50.47 - $50.66 $229K - $230K
4.54K $229K
CIEN
Ciena Corp

Technology
2.82K
New
$53.5 - $83.89 $151K - $236K
2.82K $229K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.29K
New
$37.18 - $42.55 $197K - $225K
5.29K $225K
TTD
Trade Desk, Inc.

Technology
3.14K
New
$45.27 - $79.4 $142K - $249K
3.14K $225K
VRIG
Invesco Actively Managed ETF F

ETFs
8.97K
New
$24.89 - $25.14 $223K - $226K
8.97K $224K
TD
Toronto Dominion Bank

Financial Services
3.04K
New
$55.71 - $73.45 $169K - $223K
3.04K $223K
NTES
Net Ease, Inc.

Communication Services
1.66K
New
$91.37 - $134.58 $151K - $223K
1.66K $222K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
3.27K
New
$62.08 - $73.58 $203K - $241K
3.27K $219K
CRS
Carpenter Technology Corp

Industrials
779
New
$151.3 - $276.38 $118K - $215K
779 $215K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
9.2K
New
$23.29 - $23.38 $214K - $215K
9.2K $214K
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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