Sowell Financial Services LLC Reduced Holdings in Q2 2025

Sowell Financial Services LLC

  • $2.34 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
-987
- 10.18%
$52.31 - $63.72 $51.6K - $62.9K
8.71K $555K
VICI
Vici Properties Inc.

Real Estate
-700
- 8.11%
$29.41 - $32.97 $20.6K - $23.1K
7.93K $258K
DEO
Diageo PLC

Consumer Defensive
-134
- 5.36%
$99.86 - $115.75 $13.4K - $15.5K
2.36K $238K
VDE
Vanguard Energy ETF

ETFs
-61
- 3.42%
$105.87 - $130.56 $6.46K - $7.96K
1.72K $206K
JLL
Jones Lang Lasalle Inc

Real Estate
-137
- 8.11%
$204.57 - $256.96 $28K - $35.2K
1.55K $397K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-2.87K
- 21.15%
$7.6 - $8.89 $21.8K - $25.5K
10.7K $95K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.49K
- 0.89%
$23.96 - $24.27 $35.7K - $36.1K
165K $4.02M
MMT
Mfs Multimarket Income Trust

Financial Services
-5.12K
- 10.25%
$4.36 - $4.7 $22.3K - $24K
44.8K $210K
XLB
Select Sector Spdr Fd Material

ETFs
-604
- 5.1%
$74.27 - $88.92 $44.9K - $53.7K
11.2K $986K
VNQ
Vanguard Specialized Funds Van

ETFs
-144
- 1.32%
$79.79 - $91.42 $11.5K - $13.2K
10.8K $958K
HTGC
Hercules Capital, Inc.

Financial Services
-200
- 1.23%
$16.24 - $19.1 $3.25K - $3.82K
16.1K $294K
ENFR
Alerian Energy Infrastructure

ETFs
-400
- 3.09%
$28.49 - $33.44 $11.4K - $13.4K
12.5K $404K
IXC
Ishares Tr Global Energy ETF

ETFs
-34
- 0.49%
$34.69 - $42.32 $1.18K - $1.44K
6.96K $273K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-111
- 0.46%
$22.18 - $23.36 $2.46K - $2.59K
23.9K $535K
MSCI
Msci Inc.

Financial Services
-41
- 6.94%
$506.56 - $576.74 $20.8K - $23.6K
550 $317K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-416
- 12.82%
$78.98 - $90.1 $32.9K - $37.5K
2.83K $254K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.89K
- 13.48%
$19.1 - $23.83 $55.1K - $68.7K
18.5K $441K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-614
- 1.58%
$51.68 - $52.76 $31.7K - $32.4K
38.1K $2.01M
R
Ryder System Inc

Industrials
-371
- 13.29%
$130.14 - $160.88 $48.3K - $59.7K
2.42K $384K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-750
- 9.94%
$59.24 - $71.39 $44.4K - $53.5K
6.8K $484K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-315
- 1.88%
$49.98 - $50.26 $15.7K - $15.8K
16.5K $825K
IR
Ingersoll Rand Inc.

Industrials
-306
- 9.36%
$66.75 - $84.94 $20.4K - $26K
2.96K $246K
ETR
Entergy Corp

Utilities
-86
- 2.61%
$79.01 - $86.61 $6.79K - $7.45K
3.22K $267K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-784
- 7.93%
$21.85 - $22.76 $17.1K - $17.8K
9.11K $207K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-738
- 5.74%
$37.32 - $42.19 $27.5K - $31.1K
12.1K $511K
MNKD
Mannkind Corp

Healthcare
-3
- 0.03%
$3.71 - $5.04 $11.1 - $15.1
11.1K $41K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-9
- 0.11%
$69.8 - $85.28 $628 - $768
8.45K $701K
CME
Cme Group Inc.

Financial Services
-98
- 6.81%
$252.37 - $290.71 $24.7K - $28.5K
1.34K $369K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-915
- 0.97%
$24.98 - $25.66 $22.9K - $23.5K
93.4K $2.39M
MCK
Mckesson Corp

Healthcare
-291
- 8.71%
$652.83 - $732.78 $190K - $213K
3.05K $2.23M
FBT
First Trust Nyse Arca Biotechn

ETFs
-39
- 2.34%
$145.67 - $165.99 $5.68K - $6.47K
1.63K $262K
AIG
American International Group, Inc.

Financial Services
-3
- 0.03%
$77.56 - $87.72 $233 - $263
8.83K $756K
SO
Southern CO

Utilities
-99
- 0.45%
$84.91 - $92.56 $8.41K - $9.16K
22.1K $2.03M
MET
Metlife Inc

Financial Services
-241
- 0.45%
$68.42 - $82.49 $16.5K - $19.9K
53.7K $4.31M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-480
- 2.6%
$11.34 - $12.35 $5.44K - $5.93K
18K $214K
TM
Toyota Motor Corp

Consumer Cyclical
-12
- 0.57%
$158.63 - $195.39 $1.9K - $2.34K
2.1K $361K
HUBS
Hubspot Inc

Technology
-9
- 2.28%
$487.07 - $672.24 $4.38K - $6.05K
386 $214K
IDU
Ishares Tr U S Utils ETF

ETFs
-444
- 3.78%
$93.98 - $106.11 $41.7K - $47.1K
11.3K $1.18M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-202
- 2.08%
$20.85 - $24.04 $4.21K - $4.86K
9.52K $222K
ANIP
Ani Pharmaceuticals Inc

Healthcare
-6
- 0.11%
$57.79 - $72.95 $347 - $438
5.26K $342K
MOTI
Vaneck Morningstar Internation

ETFs
-535
- 6.72%
$30.01 - $34.75 $16.1K - $18.6K
7.43K $257K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-151
- 1.09%
$24.14 - $25.43 $3.65K - $3.84K
13.7K $340K
ALE
Allete Inc

Utilities
-24
- 0.49%
$63.53 - $65.71 $1.52K - $1.58K
4.83K $309K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-237
- 0.94%
$26.18 - $26.93 $6.2K - $6.38K
25K $665K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-3.3K
- 2.59%
$14.37 - $16.29 $47.4K - $53.7K
124K $2.02M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-836
- 9.99%
$43.86 - $51.74 $36.7K - $43.3K
7.53K $389K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
-834
- 4.69%
$8.4 - $8.8 $7.01K - $7.34K
17K $148K
BBDC
Barings Bdc, Inc.

Financial Services
-401
- 3.37%
$7.89 - $9.51 $3.16K - $3.81K
11.5K $105K
NRZ
New Residential Investment Corp.

Real Estate
-975
- 2.73%
N/A
34.7K $251K
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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