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
MSTR
Microstrategy Inc

Technology
-587
- 12.39%
$237.95 - $421.61 $140K - $247K
4.15K $1.68M
MRVL
Marvell Technology, Inc.

Technology
-29
- 0.14%
$49.38 - $79.97 $1.43K - $2.32K
20.4K $1.58M
SSO
Proshares Ultra S&P 500

ETFs
-1.05K
- 3.68%
$64.8 - $97.72 $68.1K - $103K
27.5K $2.69M
XLI
Industrial Sector Spdr

ETFs
-493
- 2.01%
$116.42 - $147.52 $57.4K - $72.7K
24.1K $3.55M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.17K
- 3.58%
$82.17 - $99.96 $342K - $417K
112K $11M
MS
Morgan Stanley

Financial Services
-1.09K
- 4.87%
$99.83 - $140.86 $109K - $153K
21.2K $2.99M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2K
- 1.24%
$29.12 - $35.84 $58.2K - $71.7K
159K $5.71M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.19K
- 7.0%
$149.56 - $212.83 $178K - $254K
15.8K $3.37M
DELL
Dell Technologies Inc.

Technology
-1.32K
- 7.16%
$71.63 - $125.98 $94.6K - $166K
17.1K $2.1M
TQQQ
Proshares Ultrapro Qqq

ETFs
-350
- 1.74%
$38.9 - $83.0 $13.6K - $29.1K
19.8K $1.61M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-11.9K
- 6.4%
$58.41 - $72.69 $697K - $868K
175K $12.7M
VO
Vanguard Mid Cap ETF

ETFs
-452
- 1.56%
$228.54 - $279.83 $103K - $126K
28.5K $7.98M
QLD
Proshares Ultra Qqq

ETFs
-1.68K
- 6.63%
$69.34 - $117.71 $117K - $198K
23.7K $2.79M
IGM
Ishares Expanded Tech Sector E

ETFs
-275
- 0.98%
$79.8 - $112.34 $21.9K - $30.9K
27.6K $3.11M
AMD
Advanced Micro Devices Inc

Technology
-1.01K
- 5.15%
$78.21 - $143.81 $79K - $145K
18.6K $2.64M
IWM
Ishares Russell 2000 ETF

ETFs
-198
- 0.45%
$174.82 - $215.79 $34.6K - $42.7K
43.9K $9.48M
PM
Philip Morris International Inc.

Consumer Defensive
-2.38K
- 4.84%
$149.23 - $184.95 $355K - $440K
46.8K $8.52M
CAH
Cardinal Health Inc

Healthcare
-302
- 1.17%
$125.0 - $168.0 $37.8K - $50.7K
25.4K $4.27M
COST
Costco Wholesale Corp

Consumer Defensive
-126
- 0.6%
$908.13 - $1056.85 $114K - $133K
20.8K $20.5M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.26K
- 0.92%
$53.65 - $67.02 $67.5K - $84.4K
136K $9.11M
WFC
Wells Fargo & Company

Financial Services
-696
- 0.63%
$60.98 - $80.12 $42.4K - $55.8K
110K $8.85M
DIS
Walt Disney CO

Communication Services
-4.13K
- 7.23%
$81.72 - $124.01 $338K - $512K
53K $6.57M
ORCL
Oracle Corp

Technology
-1.13K
- 5.99%
$122.82 - $218.63 $139K - $247K
17.7K $3.87M
BAC
Bank Of America Corp

Financial Services
-1.21K
- 0.49%
$34.39 - $47.46 $41.6K - $57.4K
244K $11.5M
WMT
Walmart Inc.

Consumer Defensive
-709
- 0.49%
$81.79 - $99.98 $58K - $70.9K
144K $14M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-143
- 0.91%
$177.93 - $313.14 $25.4K - $44.8K
15.5K $4.87M
IBM
International Business Machines Corp

Technology
-419
- 1.03%
$221.03 - $294.78 $92.6K - $124K
40.2K $11.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.26K
- 0.76%
$152.42 - $182.82 $193K - $231K
165K $30.1M
APH
Amphenol Corp

Technology
-116
- 0.21%
$59.09 - $98.75 $6.85K - $11.5K
55.1K $5.44M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-3.3K
- 6.2%
$179.95 - $278.88 $594K - $921K
50K $13.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.18K
- 1.35%
$498.8 - $620.9 $588K - $731K
86.2K $53.5M
MSFT
Microsoft Corp

Technology
-210
- 0.14%
$354.56 - $497.45 $74.5K - $104K
153K $76.3M
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
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email