Sowell Financial Services LLC Incresed Positions in Q4 2025

Sowell Financial Services LLC

  • $2.56 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
42.2K
+ 100.69%
$278.39 - $304.13 $11.8M - $12.8M
84.2K $24.2M
AAPL
Apple Inc.

Technology
25.2K
+ 6.26%
$245.27 - $275.25 $6.18M - $6.93M
428K $114M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
210K
+ 161.59%
$50.57 - $50.77 $10.6M - $10.7M
340K $17.2M
SSO
Proshares Ultra S&P 500

ETFs
69.6K
+ 231.41%
$107.49 - $118.65 $7.48M - $8.26M
99.7K $11.3M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
159K
+ 251.89%
$41.55 - $42.13 $6.61M - $6.7M
222K $9.25M
IVV
Ishares Core S&P 500 ETF

ETFs
8.5K
+ 10.1%
$656.2 - $690.71 $5.58M - $5.87M
92.7K $62.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.95K
+ 9.0%
$653.02 - $687.39 $4.54M - $4.77M
84.2K $56M
CAT
Caterpillar Inc

Industrials
6.67K
+ 55.79%
$480.82 - $585.49 $3.21M - $3.9M
18.6K $10.3M
NOW
Service Now, Inc.

Technology
5.16K
+ 386.96%
$835.79 - $946.29 $4.31M - $4.88M
6.5K $5.43M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
197K
+ 141.63%
$18.77 - $18.93 $3.69M - $3.72M
335K $6.3M
QLD
Proshares Ultra Qqq

ETFs
23K
+ 96.4%
$131.81 - $152.77 $3.03M - $3.51M
46.9K $6.53M
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
100K
+ 10.42%
$35.83 - $37.56 $3.59M - $3.76M
1.06M $38.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
29.5K
+ 70.96%
$92.24 - $96.56 $2.72M - $2.85M
71.1K $6.77M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24.4K
+ 11.9%
$99.87 - $101.27 $2.44M - $2.47M
230K $23M
TQQQ
Proshares Ultrapro Qqq

ETFs
20.1K
+ 98.53%
$97.07 - $120.61 $1.96M - $2.43M
40.6K $4.25M
XLE
Energy Sector Spdr

ETFs
21.5K
+ 37.2%
$85.22 - $92.02 $1.83M - $1.98M
79.3K $7.3M
XLY
Select Sector Spdr Consumer Di

ETFs
9.51K
+ 91.6%
$228.75 - $242.18 $2.18M - $2.3M
19.9K $4.59M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
17.9K
+ 52.18%
$128.96 - $165.33 $2.31M - $2.96M
52.2K $6.73M
ETR
Entergy Corp

Utilities
19.7K
+ 556.41%
$93.4 - $97.65 $1.84M - $1.92M
23.2K $2.21M
AMD
Advanced Micro Devices Inc

Technology
302
+ 1.35%
$164.01 - $264.33 $49.5K - $79.8K
22.6K $5.44M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
32.2K
+ 4.84%
$50.55 - $50.74 $1.63M - $1.63M
696K $35.3M
XLB
Select Sector Spdr Fd Material

ETFs
17.5K
+ 170.01%
$84.72 - $89.9 $1.48M - $1.57M
27.7K $2.41M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
48.4K
+ 107.57%
$18.95 - $25.83 $917K - $1.25M
93.3K $2.37M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
28.2K
+ 76.04%
$50.83 - $51.07 $1.43M - $1.44M
65.2K $3.32M
KLAC
Kla Corp

Technology
1.1K
+ 36.94%
$982.75 - $1235.28 $1.08M - $1.36M
4.09K $4.63M
CSCO
Cisco Systems, Inc.

Technology
5.34K
+ 5.01%
$67.46 - $78.0 $360K - $416K
112K $8.71M
DFAU
Dimensional ETF Tr

ETFs
29.4K
+ 16.01%
$44.77 - $47.01 $1.32M - $1.38M
213K $9.79M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.65K
+ 1.41%
$589.5 - $635.77 $973K - $1.05M
118K $71.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.8K
+ 4.11%
$191.01 - $199.18 $1.3M - $1.35M
172K $33.5M
EEM
Ishares Msci Emerging Markets

ETFs
21.1K
+ 30.33%
$51.94 - $56.01 $1.1M - $1.18M
90.8K $4.99M
HCA
Hca Healthcare, Inc.

Healthcare
2.51K
+ 171.15%
$410.68 - $476.61 $1.03M - $1.2M
3.98K $1.88M
IBDV
Ishares Tr

Technology
56K
+ 204.26%
$22.03 - $22.24 $1.23M - $1.25M
83.4K $1.84M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
12K
+ 58.1%
$90.65 - $95.4 $1.09M - $1.15M
32.8K $3.05M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.85K
+ 10.41%
$242.67 - $261.79 $934K - $1.01M
40.8K $10.2M
UBER
Uber Technologies, Inc

Technology
15.8K
+ 27.63%
$91.62 - $100.1 $1.45M - $1.58M
72.9K $6.68M
UPS
United Parcel Service Inc

Industrials
1.99K
+ 2.47%
$82.87 - $97.4 $165K - $194K
82.7K $7.79M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.43K
+ 6.62%
$600.51 - $631.95 $859K - $904K
23K $14.2M
MBB
Ishares Tr

ETFs
10.3K
+ 113.52%
$94.9 - $96.23 $977K - $990K
19.4K $1.84M
OND
Proshares Tr On Demand ETF
24.8K
+ 123.75%
$43.28 - $48.83 $1.07M - $1.21M
44.9K $1.94M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
19.8K
+ 148.2%
$49.51 - $50.29 $978K - $993K
33.1K $1.64M
IEF
Ishares Barclays

ETFs
10.1K
+ 229.61%
$96.12 - $97.72 $970K - $986K
14.5K $1.4M
KO
Coca Cola CO

Consumer Defensive
4.7K
+ 3.31%
$66.1 - $71.61 $310K - $336K
147K $10.4M
JNJ
Johnson & Johnson

Healthcare
541
+ 0.91%
$185.98 - $199.58 $101K - $108K
60K $12M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.87K
+ 6.61%
$459.47 - $491.71 $857K - $917K
30.1K $14.2M
IBM
International Business Machines Corp

Technology
1.36K
+ 3.85%
$275.97 - $314.98 $374K - $427K
36.6K $10.9M
MRK
Merck & Co., Inc.

Healthcare
3.37K
+ 4.88%
$82.49 - $92.93 $278K - $313K
72.4K $6.72M
BOND
Pimco Active Bond Exchange Tra

ETFs
9.82K
+ 3.83%
$93.0 - $94.55 $913K - $928K
266K $24.8M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
38.2K
+ 259.79%
$23.18 - $23.38 $885K - $893K
52.9K $1.23M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12K
+ 13.6%
$74.09 - $75.1 $890K - $902K
100K $7.44M
Activity Summary
Buys All Purchases 700 New Holdings 113 Increased Positions 587 Sells All Sells 365 Reductions 365 Sold out 0 Options Calls 0 Puts 0
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