Sowell Financial Services LLC Reduced Holdings in Q3 2025

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-82.8K
- 57.74%
$72.01 - $74.44 $5.96M - $6.16M
60.6K $4.45M
NFLX
Netflix Inc

Communication Services
-3.56K
- 29.58%
$1147.87 - $1297.18 $4.08M - $4.61M
8.47K $10.2M
FTLS
First Tr Long/Short Equity ETF

ETFs
-78.2K
- 72.36%
$65.78 - $69.95 $5.14M - $5.47M
29.9K $2.09M
SPOT
Spotify Technology S.A.

Communication Services
-5.33K
- 62.44%
$620.01 - $738.53 $3.3M - $3.94M
3.21K $2.24M
XLE
Energy Sector Spdr

ETFs
-47.5K
- 45.1%
$84.25 - $91.99 $4M - $4.37M
57.8K $5.16M
AMZN
Amazon Com Inc

Consumer Cyclical
-16.2K
- 7.11%
$211.65 - $238.24 $3.43M - $3.86M
211K $46.4M
META
Meta Platforms, Inc.

Communication Services
-4.46K
- 13.37%
$695.21 - $791.73 $3.1M - $3.53M
28.9K $21.2M
TMUS
T Mobile Us, Inc.

Communication Services
-14.3K
- 65.22%
$226.02 - $259.01 $3.23M - $3.7M
7.62K $1.82M
BSX
Boston Scientific Corp

Healthcare
-28.8K
- 51.12%
$97.03 - $108.14 $2.8M - $3.12M
27.5K $2.69M
COST
Costco Wholesale Corp

Consumer Defensive
-2.06K
- 9.94%
$915.95 - $994.57 $1.89M - $2.05M
18.7K $17.3M
BUG
Global X Fds Cybersecurity ETF

ETFs
-71K
- 85.49%
$32.23 - $37.41 $2.29M - $2.66M
12.1K $424K
FOXA
Fox Corp

Communication Services
-39K
- 78.58%
$53.87 - $63.06 $2.1M - $2.46M
10.6K $669K
AVGO
Broadcom Inc.

Technology
-20K
- 23.79%
$264.74 - $369.57 $5.3M - $7.4M
64.1K $21.2M
IBM
International Business Machines Corp

Technology
-4.93K
- 12.28%
$234.77 - $292.47 $1.16M - $1.44M
35.2K $9.94M
CAH
Cardinal Health Inc

Healthcare
-9.99K
- 39.31%
$146.04 - $167.63 $1.46M - $1.67M
15.4K $2.42M
PANW
Palo Alto Networks Inc

Technology
-8.12K
- 39.31%
$167.06 - $208.19 $1.36M - $1.69M
12.5K $2.55M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-32.3K
- 46.59%
$50.82 - $51.09 $1.64M - $1.65M
37K $1.89M
GLD
Spdr Gold Trust

ETFs
-6.65K
- 43.67%
$300.96 - $355.47 $2M - $2.36M
8.58K $3.05M
VGSH
Vanguard

ETFs
-27.1K
- 76.39%
$58.43 - $58.88 $1.58M - $1.59M
8.37K $492K
KO
Coca Cola CO

Consumer Defensive
-12.6K
- 8.15%
$65.67 - $71.67 $827K - $902K
142K $9.41M
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 66.67%
$692600.0 - $759798.0 $1.39M - $1.52M
1 $754K
OKE
Oneok Inc

Energy
-6.25K
- 5.77%
$71.36 - $83.47 $446K - $521K
102K $7.44M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-4.57K
- 29.4%
$301.44 - $365.84 $1.38M - $1.67M
11K $3.55M
PM
Philip Morris International Inc.

Consumer Defensive
-2.01K
- 4.29%
$157.77 - $183.27 $316K - $368K
44.8K $7.26M
AGI
Alamos Gold Inc

Basic Materials
-63.5K
- 53.4%
$24.3 - $34.86 $1.54M - $2.22M
55.5K $1.93M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-8.9K
- 68.56%
$128.6 - $136.01 $1.14M - $1.21M
4.08K $552K
IEF
Ishares Barclays

ETFs
-11.2K
- 71.84%
$93.91 - $97.26 $1.05M - $1.09M
4.39K $423K
PFF
Ishares Trust Ishares Pfd And

ETFs
-35.1K
- 75.78%
$30.67 - $32.13 $1.08M - $1.13M
11.2K $355K
KMI
Kinder Morgan, Inc.

Energy
-29.4K
- 37.45%
$26.23 - $28.5 $770K - $837K
49K $1.39M
ABT
Abbott Laboratories

Healthcare
-5.92K
- 24.8%
$120.51 - $136.62 $714K - $809K
18K $2.41M
TW
Tradeweb Markets Inc.

Financial Services
-5.26K
- 73.29%
$110.5 - $146.12 $582K - $769K
1.92K $212K
NUE
Nucor Corp

Basic Materials
-6.46K
- 75.43%
$133.3 - $150.33 $861K - $971K
2.11K $285K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-9.62K
- 64.71%
$82.38 - $83.0 $792K - $798K
5.25K $435K
VZ
Verizon Communications Inc

Communication Services
-19.7K
- 11.31%
$40.84 - $45.06 $804K - $887K
154K $6.79M
IWY
Ishares Tr Russell 200 Growth

ETFs
-3.19K
- 59.83%
$243.93 - $275.62 $777K - $878K
2.14K $585K
PH
Parker Hannifin Corp

Industrials
-1.08K
- 55.68%
$697.13 - $769.67 $755K - $834K
862 $653K
IGIC
International General Insurance Holdings Ltd.

Financial Services
-27.3K
- 32.2%
$23.09 - $25.26 $631K - $691K
57.6K $1.34M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-17.7K
- 43.75%
$56.32 - $68.81 $998K - $1.22M
22.8K $1.57M
CRM
Salesforce, Inc.

Technology
-1.4K
- 14.61%
$231.66 - $273.65 $324K - $383K
8.19K $1.94M
T
At&T Inc.

Communication Services
-16.8K
- 6.83%
$26.94 - $29.62 $454K - $499K
230K $6.49M
SYK
Stryker Corp

Healthcare
-1.44K
- 46.8%
$368.57 - $403.53 $530K - $581K
1.64K $604K
DIS
Walt Disney CO

Communication Services
-755
- 1.43%
$112.25 - $124.0 $84.7K - $93.6K
52.2K $5.98M
XT
Ishares Tr Exponential Technol

ETFs
-9.37K
- 60.93%
$65.04 - $71.97 $609K - $674K
6.01K $432K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-89
- 44.28%
$5364.25 - $5815.92 $477K - $518K
112 $604K
NVO
Novo Nordisk A S

Healthcare
-5.85K
- 34.29%
$45.38 - $71.7 $265K - $419K
11.2K $621K
V
Visa Inc.

Financial Services
-63
- 0.16%
$332.09 - $358.86 $20.9K - $22.6K
39K $13.3M
KHC
Kraft Heinz CO

Consumer Defensive
-21.2K
- 13.81%
$25.63 - $28.94 $544K - $615K
133K $3.45M
ACN
Accenture PLC

Technology
-1.13K
- 24.3%
$232.56 - $304.78 $262K - $343K
3.5K $864K
APO
Apollo Global Management, Inc.

Financial Services
-3.26K
- 47.33%
$131.55 - $156.05 $429K - $509K
3.63K $483K
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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