Sowell Financial Services LLC ETFs

Sowell Financial Services LLC

$2.34 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SHE Spdr Ser Tr Ssga Gender Divers	$0	$302,000 0.01% of portfolio	2,421	Q2 2025 Reduced 6.63%
VXF Vanguard Extended Market ETF	$0	$301,000 0.01% of portfolio	1,566	Q2 2025 Added 1.69%
RPG Invesco Exchange Traded Fd Tr	$0	$300,000 0.01% of portfolio	6,555	Q2 2025 Reduced 36.47%
PRN Invesco Dwa Industrials Moment	$0	$299,000 0.01% of portfolio	1,910	Q2 2025 Reduced 9.26%
ITOT Ishares Core S&P Total U.S. St	$0	$295,000 0.01% of portfolio	2,190	Q2 2025 Reduced 70.9%
ICF Ishares Tr	$0	$295,000 0.01% of portfolio	4,833	Q2 2025 Reduced 1.06%
SPMD Spdr Portfolio	$0	$289,000 0.01% of portfolio	5,324	Q2 2025 Reduced 1.79%
IYK Ishares U.S. Consumer Staples	$0	$284,000 0.01% of portfolio	4,030	Q2 2025 Added 0.25%
SUB Ishares Short Term National Mu	$0	$283,000 0.01% of portfolio	2,670	Q2 2025 Reduced 0.52%
VMBS Vanguard Mortg Backed Sec ETF	$0	$282,000 0.01% of portfolio	6,086	Q2 2025 Reduced 14.11%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$281,000 0.01% of portfolio	25,250	Q2 2025 Reduced 68.37%
USD Proshares Ultra Semiconductors	$0	$278,000 0.01% of portfolio	3,770	Q2 2025 New
BKLC Bny Mellon ETF Tr Us Large Cap	$0	$275,000 0.01% of portfolio	2,330	Q1 2025 New
IYF Ishares Tr	$0	$275,000 0.01% of portfolio	2,274	Q2 2025 Reduced 8.71%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$274,000 0.01% of portfolio	3,261	Q2 2025 Added 0.4%
IXC Ishares Tr Global Energy ETF	$0	$273,000 0.01% of portfolio	6,960	Q2 2025 Reduced 0.49%
DFIV Dimensional ETF Tr	$0	$272,000 0.01% of portfolio	6,368	Q2 2025 Added 0.27%
PFFD Global X Fds U S Pfd ETF (De)	$0	$272,000 0.01% of portfolio	14,449	Q2 2025 Added 7.53%
AVUS American Centy ETF Tr Avantis	$0	$271,000 0.01% of portfolio	2,689	Q1 2025 New
CGXU Capital Group Intl Focus Equit	$0	$271,000 0.01% of portfolio	9,997	Q2 2025 New
IHAK Ishares Tr Cybersecurity & Tec	$0	$269,000 0.01% of portfolio	5,073	Q2 2025 Reduced 1.17%
AMZA Etfis Ser Tr I	$0	$268,000 0.01% of portfolio	6,200	Q1 2025 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$266,000 0.01% of portfolio	2,621	Q2 2025 Added 13.32%
IEUR Ishares Tr Ishares Core Msci E	$0	$266,000 0.01% of portfolio	4,027	Q2 2025 Reduced 3.59%
SCHF Schwab Strategic Tr Intl Eqty	$0	$266,000 0.01% of portfolio	12,060	Q2 2025 Added 1.5%
PEY Invesco Exchange Traded Fd Tr	$0	$265,000 0.01% of portfolio	13,028	Q2 2025 Added 0.15%
IBDX Ishares Tr Ibonds Dec 2032 Ter	$0	$265,000 0.01% of portfolio	10,515	Q2 2025 New
SPYG Spdr Portfolio	$0	$265,000 0.01% of portfolio	2,785	Q2 2025 Reduced 38.1%
FBT First Trust Nyse Arca Biotechn	$0	$262,000 0.01% of portfolio	1,629	Q2 2025 Reduced 2.34%
EUFN Ishares Msci Europe Financials	$0	$262,000 0.01% of portfolio	8,303	Q2 2025 New
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$261,000 0.01% of portfolio	5,980	Q2 2025 Added 1.42%
MOTI Vaneck Morningstar Internation	$0	$257,000 0.01% of portfolio	7,429	Q2 2025 Reduced 6.72%
MGC Vanguard Mega Cap ETF	$0	$257,000 0.01% of portfolio	1,144	Q2 2025 New
SPMO Invesco ETF Tr Ii S&P 500 Mome	$0	$254,000 0.01% of portfolio	2,263	Q2 2025 Added 3.76%
ICVT Ishares Tr Convertible Bond Et	$0	$254,000 0.01% of portfolio	2,830	Q2 2025 Reduced 12.82%
IAI Ishares Tr Us Broker Dealers &	$0	$247,000 0.01% of portfolio	1,464	Q2 2025 New
PHB Invesco Fd Tr Ii Fundamental H	$0	$242,000 0.01% of portfolio	13,123	Q3 2023 Reduced 0.21%
IYG Ishares Tr	$0	$242,000 0.01% of portfolio	2,838	Q2 2025 Reduced 38.17%
JCPB J P Morgan Exchange Traded Fd	$0	$241,000 0.01% of portfolio	5,138	Q2 2025 New
MOAT Vaneck Morningstar Wide Moat E	$0	$237,000 0.01% of portfolio	2,768	Q2 2025 Reduced 2.6%
IAK Ishares Tr	$0	$236,000 0.01% of portfolio	1,762	Q2 2025 Reduced 18.58%
WTMF Wisdomtree Tr Managed Futures	$0	$233,000 0.01% of portfolio	6,626	Q2 2025 New
FDL First Tr Morningstar Dividend	$0	$230,000 0.01% of portfolio	5,505	Q2 2025 Added 0.95%
TFLO Ishares Treasury Floating Rate	$0	$229,000 0.01% of portfolio	4,535	Q2 2025 New
SPVU Invesco ETF Tr Ii S&P 500 Enha	$0	$228,000 0.01% of portfolio	4,418	Q2 2025 Added 0.2%
FLJH Franklin Templeton ETF Tr	$0	$226,000 0.01% of portfolio	7,037	Q1 2025 New
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$225,000 0.01% of portfolio	5,288	Q2 2025 New
VRIG Invesco Actively Managed ETF F	$0	$224,000 0.01% of portfolio	8,973	Q2 2025 New
FHLC Fidelity Covington Tr Msci Hea	$0	$222,000 0.01% of portfolio	3,474	Q2 2025 Added 10.01%
ZROZ Pimco ETF Tr 25+ Yr Zero Cpn U	$0	$219,000 0.01% of portfolio	3,274	Q2 2025 New

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