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
KKR
Kkr & Co. Inc.

Financial Services
-3.47K
- 69.16%
$92.79 - $134.29 $322K - $466K
1.55K $205K
SNAP
Snap Inc

Communication Services
-42.1K
- 66.1%
$7.23 - $9.21 $304K - $388K
21.6K $187K
CSX
Csx Corp

Industrials
-14.6K
- 38.74%
$26.69 - $32.91 $389K - $479K
23K $751K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-8.31K
- 43.68%
$45.98 - $56.15 $382K - $467K
10.7K $601K
IAU
Ishares Gold Trust

ETFs
-17.6K
- 8.02%
$56.1 - $64.74 $987K - $1.14M
202K $12.6M
ISRG
Intuitive Surgical Inc

Healthcare
-1.05K
- 22.91%
$451.58 - $565.94 $474K - $594K
3.53K $1.92M
PG
Procter & Gamble CO

Consumer Defensive
-26
- 0.08%
$157.66 - $172.39 $4.1K - $4.48K
31.2K $4.97M
CAT
Caterpillar Inc

Industrials
-3.09K
- 20.68%
$273.94 - $388.21 $847K - $1.2M
11.9K $4.6M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-14.3K
- 7.67%
$22.54 - $23.17 $322K - $331K
172K $3.95M
IGIC
International General Insurance Holdings Ltd.

Financial Services
-4.64K
- 5.18%
$21.29 - $26.48 $98.8K - $123K
84.9K $2.04M
JJSF
J&J Snack Foods Corp

Consumer Defensive
-226
- 1.5%
$111.46 - $136.93 $25.2K - $30.9K
14.8K $1.68M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-11.2K
- 6.2%
$25.04 - $25.18 $281K - $283K
170K $4.28M
DDOG
Datadog, Inc.

Technology
-3.5K
- 62.39%
$87.0 - $134.33 $305K - $470K
2.11K $283K
IEF
Ishares Barclays

ETFs
-2.93K
- 15.82%
$93.15 - $96.56 $273K - $283K
15.6K $1.49M
DVY
Ishares Tr

ETFs
-1.99K
- 9.84%
$118.37 - $134.86 $235K - $268K
18.2K $2.42M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.04K
- 15.16%
$99.37 - $134.05 $103K - $139K
5.79K $656K
AIQ
Global X Funds Global X Artifi

ETFs
-8.45K
- 50.41%
$31.5 - $43.69 $266K - $369K
8.31K $363K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.55K
- 12.31%
$51.16 - $62.02 $386K - $468K
53.8K $3.34M
SLB
Schlumberger Limited

Energy
-399
- 1.41%
$31.95 - $42.2 $12.7K - $16.8K
27.8K $941K
EPD
Enterprise Products Partners L.P.

Energy
-108
- 0.14%
$28.95 - $34.22 $3.13K - $3.7K
74.9K $2.32M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.49K
- 4.24%
$24.32 - $27.87 $109K - $125K
101K $2.68M
DHR
Danaher Corp

Healthcare
-902
- 12.83%
$174.64 - $205.16 $158K - $185K
6.13K $1.21M
CBOE
Cboe Global Markets, Inc.

Financial Services
-1.04K
- 49.76%
$205.81 - $234.23 $215K - $245K
1.05K $245K
QCOM
Qualcomm Inc

Technology
-2.76K
- 7.38%
$124.66 - $159.48 $344K - $440K
34.6K $5.51M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.23K
- 1.55%
$96.84 - $99.46 $312K - $321K
204K $20.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.75K
- 18.77%
$45.12 - $46.23 $214K - $220K
20.5K $949K
ET
Energy Transfer LP

Energy
-2.83K
- 0.85%
$15.65 - $18.93 $44.2K - $53.5K
331K $6.01M
AGI
Alamos Gold Inc

Basic Materials
-6.77K
- 5.38%
$23.81 - $30.33 $161K - $205K
119K $3.16M
KO
Coca Cola CO

Consumer Defensive
-881
- 0.57%
$68.37 - $73.9 $60.2K - $65.1K
155K $10.9M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-20.9K
- 47.13%
$8.45 - $9.78 $176K - $204K
23.4K $228K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-3.61K
- 24.85%
$54.27 - $63.01 $196K - $227K
10.9K $683K
ABNB
Airbnb, Inc.

Consumer Cyclical
-2.09K
- 30.11%
$105.69 - $140.64 $221K - $294K
4.85K $641K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-4.42K
- 37.34%
$50.08 - $63.14 $221K - $279K
7.42K $468K
ZTS
Zoetis Inc.

Healthcare
-907
- 18.63%
$144.41 - $170.3 $131K - $154K
3.96K $617K
XLY
Select Sector Spdr Consumer Di

ETFs
-1.96K
- 15.72%
$176.34 - $218.59 $346K - $428K
10.5K $2.28M
CB
Chubb LTD

Financial Services
-499
- 22.82%
$274.32 - $302.46 $137K - $151K
1.69K $489K
SBSW
Sibanye Stillwater LTD

Basic Materials
-88.1K
- 49.87%
$3.22 - $7.55 $284K - $665K
88.5K $639K
F
Ford Motor CO

Consumer Cyclical
-40.3K
- 12.19%
$8.69 - $10.85 $350K - $438K
291K $3.15M
DUK
Duke Energy Corp

Utilities
-244
- 0.75%
$112.46 - $124.05 $27.4K - $30.3K
32.4K $3.82M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2.12K
- 12.45%
$45.07 - $52.57 $95.5K - $111K
14.9K $727K
FVD
First Tr Value Line Divid Inde

ETFs
-3.49K
- 10.01%
$40.62 - $45.12 $142K - $157K
31.3K $1.4M
GILD
Gilead Sciences, Inc.

Healthcare
-1.27K
- 15.63%
$96.91 - $113.0 $123K - $144K
6.87K $761K
TXN
Texas Instruments Inc

Technology
-752
- 18.55%
N/A
3.3K $642K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-27.3K
- 6.82%
$4.83 - $5.39 $132K - $147K
373K $2.01M
UNM
Unum Group

Financial Services
-1.54K
- 6.53%
$70.48 - $82.91 $108K - $127K
22K $1.78M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-5.34K
- 13.68%
$46.04 - $53.67 $246K - $287K
33.7K $1.81M
CNP
Centerpoint Energy Inc

Utilities
-4.2K
- 13.05%
$35.5 - $39.05 $149K - $164K
27.9K $1.03M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-13.1K
- 44.51%
$9.73 - $11.03 $128K - $145K
16.4K $180K
CACI
Caci International Inc

Technology
-314
- 31.98%
N/A
668 $285K
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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