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
BX
Blackstone Inc.

Financial Services
-1.71K
- 13.66%
$120.07 - $151.11 $205K - $258K
10.8K $1.61M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-29
- 1.03%
$421.16 - $509.5 $12.2K - $14.8K
2.8K $1.25M
LNG
Cheniere Energy, Inc.

Energy
-1.17K
- 8.78%
$197.25 - $244.33 $231K - $286K
12.2K $2.96M
COLB
Columbia Banking System, Inc.

Financial Services
-392
- 0.55%
$20.71 - $25.63 $8.12K - $10K
70.9K $1.66M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-5.2K
- 15.35%
$22.68 - $23.28 $118K - $121K
28.7K $663K
PAYC
Paycom Software, Inc.

Technology
-608
- 32.0%
$193.07 - $265.71 $117K - $162K
1.29K $298K
ACN
Accenture PLC

Technology
-178
- 3.7%
$279.23 - $323.21 $49.7K - $57.5K
4.63K $1.38M
MUB
Ishares National Muni Bond ETF

ETFs
-1.01K
- 10.24%
$102.31 - $105.8 $103K - $107K
8.85K $924K
IYG
Ishares Tr

ETFs
-1.75K
- 38.17%
$68.9 - $85.6 $121K - $150K
2.84K $242K
SNOW
Snowflake Inc.

Technology
-1.65K
- 50.03%
$130.53 - $223.77 $215K - $368K
1.64K $367K
FITB
Fifth Third Bancorp

Financial Services
-3.09K
- 33.12%
$33.32 - $41.51 $103K - $128K
6.24K $256K
ELV
Elevance Health, Inc.

Healthcare
-89
- 5.8%
$372.27 - $452.69 $33.1K - $40.3K
1.45K $562K
APD
Air Products & Chemicals, Inc.

Basic Materials
-195
- 5.45%
$248.61 - $294.96 $48.5K - $57.5K
3.38K $954K
RJF
Raymond James Financial Inc

Financial Services
-1.11K
- 23.52%
$123.65 - $153.88 $137K - $170K
3.6K $552K
SNY
Sanofi

Healthcare
-1.18K
- 20.01%
$47.62 - $55.44 $56.3K - $65.6K
4.73K $228K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-4.3K
- 32.06%
$22.4 - $23.8 $96.4K - $102K
9.12K $217K
UNP
Union Pacific Corp

Industrials
-273
- 4.95%
$208.27 - $238.46 $56.9K - $65.1K
5.24K $1.21M
SPYG
Spdr Portfolio

ETFs
-1.71K
- 38.1%
$71.83 - $95.32 $123K - $163K
2.79K $265K
SHEL
Shell PLC

Energy
-736
- 4.96%
$59.75 - $73.05 $44K - $53.8K
14.1K $993K
EXC
Exelon Corp

Utilities
-867
- 4.1%
$42.2 - $47.37 $36.6K - $41.1K
20.3K $880K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-3.76K
- 36.47%
$33.86 - $45.77 $127K - $172K
6.56K $300K
ALB
Albemarle Corp

Basic Materials
-821
- 19.53%
$50.76 - $72.25 $41.7K - $59.3K
3.38K $211K
BRO
Brown & Brown, Inc.

Financial Services
-90
- 1.57%
$104.48 - $124.43 $9.4K - $11.2K
5.63K $623K
IYH
Ishares Tr

ETFs
-515
- 4.07%
$53.97 - $60.17 $27.8K - $31K
12.1K $685K
MSI
Motorola Solutions, Inc.

Technology
-118
- 5.91%
$394.72 - $440.39 $46.6K - $52K
1.88K $789K
VBK
Vanguard Small Cap Growth ETF

ETFs
-640
- 16.41%
$219.76 - $276.94 $141K - $177K
3.26K $903K
MKL
Markel Corp

Financial Services
-136
- 9.18%
$1678.5 - $1997.36 $228K - $272K
1.35K $2.69M
GWW
W.W. Grainger, Inc.

Industrials
-117
- 14.81%
$919.93 - $1101.66 $108K - $129K
673 $700K
PSX
Phillips 66

Energy
-218
- 1.76%
$92.87 - $125.73 $20.2K - $27.4K
12.2K $1.45M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-13.3K
- 9.52%
$5.17 - $5.91 $68.5K - $78.3K
126K $742K
NVO
Novo Nordisk A S

Healthcare
-988
- 5.48%
$58.08 - $81.05 $57.4K - $80.1K
17K $1.18M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.67K
- 6.23%
$49.73 - $51.44 $83K - $85.9K
25.1K $1.29M
IGR
Cbre Global Real Estate Income Fund

Financial Services
-14.9K
- 55.79%
$4.33 - $5.29 $64.5K - $78.8K
11.8K $62K
XEL
Xcel Energy Inc

Utilities
-897
- 18.0%
$65.65 - $72.39 $58.9K - $64.9K
4.09K $278K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-690
- 12.95%
$99.97 - $129.69 $69K - $89.5K
4.64K $483K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-2.35K
- 1.84%
$30.29 - $30.83 $71.3K - $72.5K
125K $3.86M
VRT
Vertiv Holdings CO

Industrials
-846
- 23.66%
N/A
2.73K $236K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-5.4K
- 11.97%
$10.29 - $11.24 $55.6K - $60.7K
39.7K $433K
TRV
Travelers Companies, Inc.

Financial Services
-292
- 14.36%
$233.83 - $276.34 $68.3K - $80.7K
1.74K $466K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-571
- 12.94%
$121.58 - $136.74 $69.4K - $78.1K
3.84K $521K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-1.72K
- 23.45%
$49.89 - $62.13 $85.7K - $107K
5.61K $347K
NOC
Northrop Grumman Corp

Industrials
-116
- 13.84%
$456.3 - $540.39 $52.9K - $62.7K
722 $360K
IXUS
Ishares Tr

ETFs
-1.49K
- 24.06%
$62.37 - $77.63 $93K - $116K
4.71K $363K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.82K
- 1.52%
N/A
183K $4.34M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-5.38K
- 18.79%
$10.78 - $11.57 $58K - $62.2K
23.3K $262K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-6.6K
- 24.43%
$9.13 - $10.58 $60.3K - $69.8K
20.4K $215K
MDT
Medtronic PLC

Healthcare
-470
- 4.97%
$80.68 - $88.86 $37.9K - $41.8K
8.99K $783K
AWK
American Water Works Company, Inc.

Utilities
-123
- 2.13%
$133.82 - $151.96 $16.5K - $18.7K
5.65K $786K
GNRC
Generac Holdings Inc.

Industrials
-827
- 25.18%
$101.92 - $143.21 $84.3K - $118K
2.46K $352K
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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