Sowell Financial Services LLC New Holdings in Q3 2025

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
67.4K
New
$50.32 - $54.01 $3.39M - $3.64M
67.4K $3.64M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
64.2K
New
$44.8 - $46.43 $2.88M - $2.98M
64.2K $2.97M
HEQT
Simplify Exchange Traded Fds H
88.1K
New
$30.02 - $31.27 $2.65M - $2.76M
88.1K $2.75M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
139K
New
$18.61 - $18.94 $2.58M - $2.63M
139K $2.61M
DNP
Dnp Select Income Fund Inc

Financial Services
221K
New
$9.65 - $10.02 $2.13M - $2.21M
221K $2.21M
COOP
Mr. Cooper Group Inc.

Financial Services
7.84K
New
$143.29 - $220.9 $1.12M - $1.73M
7.84K $1.65M
BBW
Build A Bear Workshop Inc

Consumer Cyclical
24.5K
New
$49.36 - $75.85 $1.21M - $1.85M
24.5K $1.65M
IXP
Ishares Global Comm Services E

ETFs
12.3K
New
$109.97 - $126.56 $1.36M - $1.56M
12.3K $1.52M
KEN
Kenon Holdings Ltd.

Utilities
29.2K
New
$41.77 - $49.51 $1.22M - $1.44M
29.2K $1.32M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
155K
New
$7.98 - $8.29 $1.24M - $1.29M
155K $1.27M
HOOD
Robinhood Markets, Inc.

Technology
8.51K
New
$91.27 - $143.18 $776K - $1.22M
8.51K $1.22M
OND
Proshares Tr On Demand ETF
20.1K
New
$41.93 - $48.46 $841K - $972K
20.1K $966K
BORR
Borr Drilling LTD

Energy
325K
New
$1.86 - $3.17 $604K - $1.03M
325K $873K
GFS
Globalfoundries Inc.

Technology
24K
New
$31.62 - $41.66 $758K - $999K
24K $859K
CCJ
Cameco Corp

Energy
10K
New
$70.47 - $86.89 $706K - $871K
10K $840K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
7.37K
New
$100.4 - $119.58 $740K - $881K
7.37K $816K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
8.71K
New
$43.07 - $91.37 $375K - $796K
8.71K $795K
IONQ
Ion Q, Inc.

Technology
11.9K
New
$36.79 - $75.14 $438K - $894K
11.9K $731K
LYFT
Lyft, Inc.

Technology
33.2K
New
$13.41 - $22.93 $446K - $762K
33.2K $731K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
5.34K
New
$96.73 - $137.09 $517K - $732K
5.34K $707K
CR
Crane Holdings, Co.

Industrials
3.7K
New
$178.73 - $198.45 $661K - $734K
3.7K $680K
HALO
Halozyme Therapeutics, Inc.

Healthcare
9.08K
New
$52.92 - $78.28 $481K - $711K
9.08K $665K
JOBY
Joby Aviation, Inc.

Industrials
41K
New
$9.81 - $20.39 $403K - $837K
41K $662K
ODC
Oil Dri Corp Of America

Basic Materials
10.8K
New
$56.1 - $68.91 $604K - $741K
10.8K $649K
NRG
Nrg Energy, Inc.

Utilities
3.9K
New
$144.77 - $173.91 $564K - $678K
3.9K $631K
GVI
Ishares Tr

ETFs
5.85K
New
$105.8 - $107.81 $619K - $631K
5.85K $628K
JETS
ETF Ser Solutions U S Global J

ETFs
22.8K
New
$23.12 - $26.44 $528K - $603K
22.8K $562K
AVDE
American Centy ETF Tr Avantis

ETFs
6.68K
New
$73.24 - $79.04 $489K - $528K
6.68K $527K
HAL
Halliburton CO

Energy
20.6K
New
$20.5 - $25.11 $422K - $517K
20.6K $506K
AMKR
Amkor Technology, Inc.

Technology
17.8K
New
$21.14 - $29.58 $375K - $525K
17.8K $504K
ACHR
Archer Aviation Inc.

Industrials
43.9K
New
$8.25 - $13.4 $362K - $589K
43.9K $420K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
5.54K
New
$67.52 - $76.75 $374K - $425K
5.54K $414K
QBTS
D Wave Quantum Inc.

Technology
16.7K
New
$14.81 - $27.72 $248K - $464K
16.7K $413K
ROK
Rockwell Automation, Inc

Industrials
1.18K
New
$328.67 - $358.52 $387K - $422K
1.18K $411K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
14.7K
New
$23.09 - $23.43 $339K - $344K
14.7K $343K
PRIM
Primoris Services Corp

Industrials
2.34K
New
$79.61 - $137.33 $187K - $322K
2.34K $321K
FICO
Fair Isaac Corp

Technology
211
New
$1311.26 - $1869.83 $277K - $395K
211 $315K
GFI
Gold Fields LTD

Basic Materials
6.89K
New
$23.36 - $42.3 $161K - $291K
6.89K $289K
FTNT
Fortinet, Inc.

Technology
3.41K
New
$74.39 - $107.65 $254K - $367K
3.41K $286K
TDIV
First Trust Nasdaq Technology

ETFs
2.75K
New
$89.27 - $100.33 $246K - $276K
2.75K $271K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
54.7K
New
$4.52 - $6.54 $247K - $358K
54.7K $266K
PCQ
Pimco California Municipal Income Fund

Financial Services
29.7K
New
$8.19 - $8.8 $243K - $261K
29.7K $258K
NVT
N Vent Electric PLC

Industrials
2.6K
New
$72.16 - $100.25 $188K - $261K
2.6K $256K
IBRX
Immunity Bio, Inc.

Healthcare
104K
New
$2.24 - $3.01 $232K - $312K
104K $255K
IDXX
Idexx Laboratories Inc

Healthcare
394
New
$514.61 - $682.78 $203K - $269K
394 $251K
HYMU
Blackrock ETF Tr Ii High Yield
10.6K
New
N/A
10.6K $243K
FNV
Franco Nevada Corp

Basic Materials
1.07K
New
$154.4 - $222.91 $166K - $239K
1.07K $239K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.67K
New
$86.07 - $90.74 $230K - $242K
2.67K $239K
CG
Carlyle Group Inc.

Financial Services
3.73K
New
$52.82 - $69.35 $197K - $258K
3.73K $233K
Activity Summary
Buys All Purchases 589 New Holdings 104 Increased Positions 485 Sells All Sells 431 Reductions 431 Sold out 0 Options Calls 0 Puts 0
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