Sowell Financial Services LLC Sells in Q2 2025

Sowell Financial Services LLC

  • $2.34 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-5.66K
- 49.31%
$274.35 - $599.47 $1.55M - $3.39M
5.82K $1.82M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-51.3K
- 26.37%
$68.13 - $74.77 $3.5M - $3.84M
143K $10.4M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-80.4K
- 48.9%
$46.79 - $48.56 $3.76M - $3.9M
84K $4.05M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-131K
- 82.34%
$27.3 - $31.8 $3.58M - $4.17M
28.1K $894K
XOM
Exxon Mobil Corp

Energy
-4.95K
- 3.98%
$99.93 - $119.04 $495K - $589K
119K $12.9M
ABBV
Abb Vie Inc.

Healthcare
-1.61K
- 2.53%
$170.16 - $206.27 $274K - $332K
61.9K $11.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-12.8K
- 41.18%
$116.93 - $119.39 $1.5M - $1.53M
18.3K $2.18M
GLD
Spdr Gold Trust

ETFs
-5.67K
- 27.15%
$273.71 - $316.29 $1.55M - $1.79M
15.2K $4.64M
DOW
Dow Inc.

Basic Materials
-15.8K
- 15.2%
$25.81 - $34.89 $407K - $550K
87.9K $2.33M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.38K
- 24.71%
$390.26 - $489.06 $540K - $676K
4.21K $1.71M
FTSL
First Trust Senior Ln Fund

ETFs
-23.8K
- 28.54%
$44.58 - $46.07 $1.06M - $1.1M
59.5K $2.73M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-15.2K
- 55.44%
$60.22 - $80.1 $915K - $1.22M
12.2K $978K
PCAR
Paccar Inc

Industrials
-8.6K
- 47.46%
$86.4 - $99.09 $743K - $852K
9.52K $904K
XLE
Energy Sector Spdr

ETFs
-151
- 0.14%
$76.44 - $94.13 $11.5K - $14.2K
105K $8.93M
BOND
Pimco Active Bond Exchange Tra

ETFs
-7.73K
- 2.94%
$89.87 - $92.93 $695K - $719K
255K $23.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-919
- 3.82%
$285.55 - $321.23 $262K - $295K
23.2K $6.77M
NEE
Nextera Energy Inc

Utilities
-9.95K
- 25.24%
$64.11 - $75.0 $638K - $746K
29.5K $2.05M
DVN
Devon Energy Corp

Energy
-17.5K
- 56.33%
$26.8 - $37.92 $468K - $662K
13.5K $430K
EMN
Eastman Chemical CO

Basic Materials
-6.56K
- 46.62%
$72.7 - $88.29 $477K - $579K
7.51K $560K
TMUS
T Mobile Us, Inc.

Communication Services
-168
- 0.76%
$220.99 - $268.54 $37.1K - $45.1K
21.9K $5.22M
DSL
Double Line Income Solutions Fund

Financial Services
-50.6K
- 67.18%
$11.15 - $12.57 $564K - $636K
24.7K $302K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-5.34K
- 70.9%
$108.12 - $135.04 $577K - $721K
2.19K $295K
LLY
Eli Lilly & CO

Healthcare
-392
- 5.78%
$713.71 - $898.95 $280K - $352K
6.4K $4.99M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-54.6K
- 68.37%
$10.78 - $11.28 $588K - $616K
25.3K $281K
CLX
Clorox CO

Consumer Defensive
-215
- 1.0%
$118.01 - $148.69 $25.4K - $32K
21.3K $2.56M
XLV
Select Sector Spdr Fund Health

ETFs
-1.93K
- 5.36%
$128.77 - $144.3 $248K - $278K
34K $4.59M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-11.4K
- 47.94%
$50.39 - $60.05 $575K - $685K
12.4K $743K
HPQ
Hp Inc

Technology
-20.4K
- 66.4%
$21.88 - $29.32 $446K - $598K
10.3K $252K
VALE
Vale S.A.

Basic Materials
-58.7K
- 77.49%
$8.26 - $10.1 $485K - $593K
17K $165K
OXY
Occidental Petroleum Corp

Energy
-10.4K
- 52.93%
$36.11 - $49.33 $375K - $512K
9.23K $387K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.74K
- 13.17%
$90.56 - $109.49 $701K - $848K
51.1K $5.58M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1.83K
- 64.25%
$225.56 - $335.19 $412K - $612K
1.02K $241K
RIO
Rio Tinto PLC

Basic Materials
-8.96K
- 42.17%
$52.32 - $62.75 $469K - $562K
12.3K $716K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-3.12K
- 27.87%
$224.16 - $285.86 $699K - $892K
8.07K $2.31M
BLDR
Builders First Source, Inc.

Industrials
-4.04K
- 49.85%
$105.63 - $131.12 $427K - $529K
4.06K $473K
PGR
Progressive Corp

Financial Services
-1.65K
- 34.22%
$255.27 - $288.74 $420K - $476K
3.17K $844K
RDVY
First Trust Rising Dividend Ac

ETFs
-9.62K
- 46.91%
$51.6 - $62.74 $496K - $603K
10.9K $683K
ARCC
Ares Capital Corp

Financial Services
-22.1K
- 59.63%
$18.91 - $22.43 $417K - $495K
14.9K $327K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.05K
- 7.72%
$72.02 - $73.82 $508K - $520K
84.3K $6.21M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
-25.5K
- 2.99%
$18.92 - $19.87 $483K - $507K
827K $16.4M
FANG
Diamondback Energy, Inc.

Energy
-1.87K
- 21.61%
$119.25 - $161.49 $223K - $302K
6.78K $930K
COP
Conocophillips

Energy
-1.25K
- 5.63%
$82.66 - $106.1 $103K - $132K
20.9K $1.87M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-2.55K
- 10.63%
$78.47 - $92.25 $200K - $235K
21.4K $1.74M
ADBE
Adobe Inc.

Technology
-1.15K
- 25.46%
$340.0 - $420.68 $389K - $482K
3.35K $1.3M
EOG
Eog Resources Inc

Energy
-2.88K
- 31.9%
$104.61 - $129.97 $301K - $374K
6.14K $734K
USFR
Wisdomtree Floating Rate Treas

ETFs
-8.04K
- 15.42%
$50.28 - $50.47 $404K - $406K
44.1K $2.22M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.32K
- 15.41%
$91.43 - $91.74 $395K - $397K
23.7K $2.18M
AMT
American Tower Corp

Real Estate
-1.89K
- 27.51%
$203.96 - $228.19 $385K - $431K
4.98K $1.1M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-5.6K
- 56.52%
$70.56 - $92.75 $395K - $520K
4.31K $386K
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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