Sowell Financial Services LLC Purchases in Q3 2025

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.8K
+ 0.43%
$153.3 - $186.58 $276K - $336K
416K $77.7M
FDL
First Tr Morningstar Dividend

ETFs
189K
+ 3430.94%
$41.96 - $44.59 $7.93M - $8.42M
194K $8.44M
GOOGL
Alphabet Inc.

Communication Services
582
+ 0.59%
$174.36 - $254.72 $101K - $148K
99.7K $24.2M
VB
Vanguard Small Cap ETF

ETFs
23.9K
+ 313.31%
$237.58 - $259.17 $5.68M - $6.2M
31.5K $8.02M
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
44.1K
+ 4.81%
$33.11 - $37.19 $1.46M - $1.64M
961K $35.6M
SLV
I Shares Silver Trust

ETFs
81.8K
+ 47.63%
$32.73 - $42.5 $2.68M - $3.48M
254K $10.7M
GOOG
Alphabet Inc.

Communication Services
406
+ 0.55%
$175.16 - $255.24 $71.1K - $104K
74.8K $18.2M
PLTR
Palantir Technologies Inc.

Technology
2.05K
+ 2.64%
$130.68 - $186.97 $267K - $383K
79.5K $14.5M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
67.4K
New
$50.32 - $54.01 $3.39M - $3.64M
67.4K $3.64M
VUG
Vanguard Growth ETF

ETFs
3.6K
+ 10.69%
$433.97 - $484.08 $1.56M - $1.74M
37.3K $17.9M
XAR
Spdr S&P Aerospace & Defense E

ETFs
11.9K
+ 399.46%
$205.52 - $234.96 $2.44M - $2.79M
14.8K $3.49M
HEQT
Simplify Exchange Traded Fds H
88.1K
New
$30.02 - $31.27 $2.65M - $2.76M
88.1K $2.75M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
139K
New
$18.61 - $18.94 $2.58M - $2.63M
139K $2.61M
IAU
Ishares Gold Trust

ETFs
5.25K
+ 2.6%
$61.62 - $72.77 $323K - $382K
207K $15.1M
PPA
Invesco Exchange Traded Fd Tr

ETFs
15K
+ 147.93%
$139.82 - $155.45 $2.1M - $2.33M
25.2K $3.91M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.25K
+ 24.4%
$225.11 - $247.9 $1.63M - $1.8M
36.9K $9.13M
UNH
Unitedhealth Group Inc

Healthcare
6.1K
+ 104.76%
$237.77 - $353.61 $1.45M - $2.16M
11.9K $4.11M
DNP
Dnp Select Income Fund Inc

Financial Services
221K
New
$9.65 - $10.02 $2.13M - $2.21M
221K $2.21M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
11.8K
+ 52.39%
$105.16 - $140.03 $1.24M - $1.65M
34.3K $4.65M
QUAL
Ishares Msci Usa Quality Facto

ETFs
811
+ 0.49%
$182.33 - $194.5 $148K - $158K
166K $32.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.18K
+ 3.86%
$459.11 - $506.91 $999K - $1.1M
58.5K $29.4M
ALL
Allstate Corp

Financial Services
8.85K
+ 156.53%
$192.0 - $214.65 $1.7M - $1.9M
14.5K $3.11M
DFAU
Dimensional ETF Tr

ETFs
31.9K
+ 21.0%
$42.42 - $45.96 $1.35M - $1.46M
184K $8.4M
SJNK
Spdr Bloomberg Short Term High

ETFs
74.6K
+ 93.83%
$25.28 - $25.63 $1.89M - $1.91M
154K $3.94M
MS
Morgan Stanley

Financial Services
9.62K
+ 45.3%
$139.09 - $161.16 $1.34M - $1.55M
30.9K $4.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
858
+ 3.14%
$420.11 - $472.68 $360K - $406K
28.2K $13.2M
XLF
Financial Sector Spdr

ETFs
27.8K
+ 22.95%
$51.37 - $54.25 $1.43M - $1.51M
149K $8.01M
COOP
Mr. Cooper Group Inc.

Financial Services
7.84K
New
$143.29 - $220.9 $1.12M - $1.73M
7.84K $1.65M
BBW
Build A Bear Workshop Inc

Consumer Cyclical
24.5K
New
$49.36 - $75.85 $1.21M - $1.85M
24.5K $1.65M
IEFA
Ishares Tr

ETFs
8.1K
+ 3.6%
$81.7 - $87.53 $662K - $709K
233K $20.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
9.46K
+ 16.12%
$137.51 - $145.26 $1.3M - $1.37M
68.1K $9.7M
IXP
Ishares Global Comm Services E

ETFs
12.3K
New
$109.97 - $126.56 $1.36M - $1.56M
12.3K $1.52M
NEM
Newmont Corp

Basic Materials
12.2K
+ 69.98%
$57.35 - $85.25 $700K - $1.04M
29.6K $2.5M
KEN
Kenon Holdings Ltd.

Utilities
29.2K
New
$41.77 - $49.51 $1.22M - $1.44M
29.2K $1.32M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.12K
+ 2.36%
$72.65 - $78.68 $299K - $324K
179K $14M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
155K
New
$7.98 - $8.29 $1.24M - $1.29M
155K $1.27M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
12.4K
New
$92.99 - $105.19 $1.15M - $1.3M
12.4K $1.27M
SCHX
Schwab Strategic Tr Us Large C

ETFs
37.3K
+ 29.01%
$24.46 - $26.5 $912K - $988K
166K $4.37M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23.7K
+ 3.69%
$50.53 - $50.82 $1.2M - $1.2M
664K $33.7M
HOOD
Robinhood Markets, Inc.

Technology
8.51K
New
$91.27 - $143.18 $776K - $1.22M
8.51K $1.22M
VGIT
Vanguard Intermediate Term Tre

ETFs
20.1K
+ 90.16%
$58.97 - $60.36 $1.18M - $1.21M
42.4K $2.54M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
16.8K
+ 35.18%
$53.81 - $57.52 $905K - $967K
64.6K $3.72M
CAT
Caterpillar Inc

Industrials
94
+ 0.79%
$390.92 - $477.15 $36.7K - $44.9K
12K $5.7M
HD
Home Depot, Inc.

Consumer Cyclical
1.04K
+ 6.01%
$357.4 - $423.42 $371K - $440K
18.3K $7.42M
FLEX
Flex Ltd.

Technology
17.1K
+ 220.64%
$48.49 - $59.33 $831K - $1.02M
24.9K $1.44M
FE
Firstenergy Corp

Utilities
15.5K
+ 25.3%
$39.76 - $45.82 $615K - $709K
76.6K $3.51M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.06K
+ 2.99%
$67.01 - $72.84 $272K - $296K
140K $10.1M
AMD
Advanced Micro Devices Inc

Technology
3.73K
+ 20.04%
$134.8 - $184.42 $503K - $688K
22.3K $3.61M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
9.7K
+ 87.96%
$85.43 - $92.81 $829K - $900K
20.7K $1.92M
Activity Summary
Buys All Purchases 589 New Holdings 104 Increased Positions 485 Sells All Sells 431 Reductions 431 Sold out 0 Options Calls 0 Puts 0
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