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
IWR
Ishares Russell Mid Cap ETF

ETFs
885
+ 3.02%
$92.26 - $97.51 $81.7K - $86.3K
30.2K $2.91M
JBT
John Bean Technologies Corp

Industrials
1.74K
New
N/A
1.74K $218K
PHM
Pultegroup Inc

Consumer Cyclical
257
+ 3.73%
$108.0 - $141.42 $27.8K - $36.3K
7.14K $943K
RNR
Renaissancere Holdings LTD

Financial Services
859
New
$231.95 - $253.93 $199K - $218K
859 $218K
SKY
Skyline Champion Corp

Consumer Cyclical
2.86K
New
$60.9 - $78.84 $174K - $225K
2.86K $218K
GTES
Gates Industrial Corp PLC

Industrials
8.76K
New
$23.38 - $26.14 $205K - $229K
8.76K $217K
VEA
Vanguard Ftse Developed Market

ETFs
1.33K
+ 2.84%
$56.02 - $60.3 $74.2K - $79.9K
48K $2.88M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.28K
New
$116.14 - $168.56 $149K - $216K
1.28K $216K
GILD
Gilead Sciences, Inc.

Healthcare
1.93K
+ 28.11%
$108.22 - $120.47 $209K - $233K
8.8K $976K
RWO
Spdr Dow Jones Global Real Est

ETFs
4.72K
New
$43.53 - $46.27 $205K - $218K
4.72K $215K
DUK
Duke Energy Corp

Utilities
215
+ 0.66%
$116.31 - $125.93 $25K - $27.1K
32.6K $4.03M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.89K
+ 4.86%
N/A
192K $4.55M
ALC
Alcon Inc

Healthcare
2.84K
New
$73.24 - $92.22 $208K - $262K
2.84K $211K
DGX
Quest Diagnostics Inc

Healthcare
1.54K
+ 61.54%
N/A
4.05K $554K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.69K
New
$111.55 - $125.05 $189K - $212K
1.69K $211K
XLC
Select Sector Spdr Tr Communic

ETFs
304
+ 1.72%
$105.99 - $119.41 $32.2K - $36.3K
18K $2.13M
MEDP
Medpace Holdings, Inc.

Healthcare
407
New
$308.88 - $514.16 $126K - $209K
407 $209K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
10.2K
New
$20.41 - $20.67 $208K - $211K
10.2K $209K
BIBL
Northern Lts Fd Tr Iv

ETFs
4.72K
New
$41.43 - $44.43 $195K - $209K
4.72K $209K
FLJP
Franklin Templeton ETF Tr

ETFs
6.04K
New
$30.82 - $35.17 $186K - $212K
6.04K $208K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
7.65K
New
$26.15 - $27.4 $200K - $209K
7.65K $208K
PBE
Invesco Exchange Traded Fd Tr

ETFs
2.98K
New
$64.0 - $71.44 $191K - $213K
2.98K $208K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
969
+ 1.07%
$40.43 - $42.78 $39.2K - $41.5K
91.8K $3.9M
RBLX
Roblox Corp

Communication Services
1.5K
New
$100.65 - $141.56 $151K - $212K
1.5K $207K
NWE
Northwestern Corp

Utilities
3.53K
New
$51.58 - $58.61 $182K - $207K
3.53K $207K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.6K
New
$78.11 - $79.07 $203K - $206K
2.6K $205K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
5.04K
New
$36.93 - $40.55 $186K - $204K
5.04K $202K
EXP
Eagle Materials Inc

Basic Materials
867
New
$209.12 - $242.26 $181K - $210K
867 $202K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.07K
+ 3.6%
$72.04 - $77.35 $76.9K - $82.6K
30.8K $2.36M
ZS
Zscaler, Inc.

Technology
673
New
$267.68 - $316.5 $180K - $213K
673 $201K
IDA
Idacorp Inc

Utilities
1.53K
New
$115.16 - $132.15 $176K - $202K
1.53K $201K
SPXC
Spx Corp

Industrials
1.07K
New
$168.95 - $204.31 $181K - $219K
1.07K $200K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
178
+ 2.78%
$201.83 - $230.93 $35.9K - $41.1K
6.58K $1.46M
FTQI
First Trust ETF Vi First Trust

ETFs
2.27K
+ 1.61%
$19.5 - $20.79 $44.2K - $47.2K
143K $2.95M
XLI
Industrial Sector Spdr

ETFs
210
+ 0.87%
$147.94 - $154.99 $31.1K - $32.5K
24.3K $3.74M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
1.23K
+ 0.59%
$16.94 - $17.91 $20.8K - $22K
210K $3.74M
TTD
Trade Desk, Inc.

Technology
5.39K
+ 171.88%
$43.93 - $89.76 $237K - $484K
8.53K $418K
MCK
Mckesson Corp

Healthcare
90
+ 2.95%
$659.01 - $772.54 $59.3K - $69.5K
3.14K $2.43M
ITA
Ishares Tr

ETFs
104
+ 1.26%
$184.73 - $209.26 $19.2K - $21.8K
8.33K $1.74M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.33K
+ 2.81%
$55.15 - $58.11 $73.5K - $77.4K
48.7K $2.8M
BAX
Baxter International Inc

Healthcare
12.1K
+ 95.4%
$21.71 - $31.23 $263K - $378K
24.8K $564K
PGF
Invesco Exchange Traded Fd Tr

ETFs
10.6K
+ 21.49%
$14.11 - $14.94 $149K - $158K
59.8K $874K
JBBB
Janus Detroit Str Tr Henderson

ETFs
3.72K
+ 4.42%
$48.04 - $48.61 $179K - $181K
87.7K $4.23M
OEF
Ishares S&P 100 ETF

ETFs
661
New
N/A
661 $175K
NXPI
Nxp Semiconductors N.V.

Technology
549
+ 11.2%
$205.16 - $239.07 $113K - $131K
5.45K $1.24M
SAN
Banco Santander, S.A.

Financial Services
12K
+ 59.83%
$8.27 - $10.48 $99.5K - $126K
32.1K $336K
PWR
Quanta Services, Inc.

Industrials
302
+ 24.69%
$372.29 - $421.68 $112K - $127K
1.53K $631K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.37K
+ 69.81%
$60.01 - $65.01 $142K - $154K
5.77K $374K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
373
+ 0.81%
$63.88 - $69.11 $23.8K - $25.8K
46.6K $3.17M
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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