Sowell Financial Services LLC Reduced Holdings in Q1 2025

Sowell Financial Services LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BAX
Baxter International Inc

Healthcare
-13.9K
- 52.32%
$29.26 - $36.57 $407K - $508K
12.7K $433K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-7.42K
- 55.48%
$42.65 - $46.09 $317K - $342K
5.96K $257K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.42K
- 11.28%
$47.79 - $59.89 $116K - $145K
19K $955K
SRE
Sempra Energy

Utilities
-197
- 1.01%
$67.85 - $87.67 $13.4K - $17.3K
19.3K $1.38M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-6.21K
- 56.47%
$49.22 - $51.73 $306K - $321K
4.79K $241K
KHC
Kraft Heinz CO

Consumer Defensive
-8K
- 5.45%
$28.51 - $32.22 $228K - $258K
139K $4.22M
FNDA
Schwab Fundamental U S Small C

ETFs
-119
- 0.1%
$26.87 - $30.99 $3.2K - $3.69K
114K $3.13M
PFE
Pfizer Inc

Healthcare
-2.3K
- 1.28%
$25.01 - $27.13 $57.6K - $62.5K
178K $4.51M
HTGC
Hercules Capital, Inc.

Financial Services
-12.4K
- 43.27%
$18.01 - $22.0 $224K - $274K
16.3K $313K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.07K
- 2.37%
$51.45 - $58.51 $54.9K - $62.4K
44K $2.28M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-5.55K
- 5.4%
$50.44 - $50.7 $280K - $281K
97.2K $4.93M
SYY
Sysco Corp

Consumer Defensive
-2.44K
- 13.93%
$70.0 - $77.13 $171K - $188K
15K $1.13M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.45K
- 16.97%
$49.78 - $53.19 $172K - $184K
16.9K $855K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-457
- 3.62%
$110.9 - $132.93 $50.7K - $60.7K
12.2K $1.38M
O
Realty Income Corp

Real Estate
-5.93K
- 15.91%
$51.67 - $58.49 $306K - $347K
31.3K $1.82M
FVD
First Tr Value Line Divid Inde

ETFs
-3.96K
- 10.22%
$42.61 - $45.51 $169K - $180K
34.8K $1.55M
LUV
Southwest Airlines CO

Industrials
-4.15K
- 22.41%
$28.18 - $34.84 $117K - $144K
14.4K $482K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-2.28K
- 0.57%
$5.3 - $5.75 $12.1K - $13.1K
400K $2.15M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-2.74K
- 9.83%
$38.92 - $41.1 $107K - $113K
25.2K $985K
CCL
Carnival Corp

Consumer Cyclical
-759
- 3.43%
$19.08 - $28.49 $14.5K - $21.6K
21.4K $417K
CVS
Cvs Health Corp

Healthcare
-14.8K
- 38.69%
$44.22 - $68.64 $657K - $1.02M
23.5K $1.59M
SONY
Sony Group Corp

Technology
-8.53K
- 39.9%
$19.88 - $25.64 $170K - $219K
12.8K $326K
VEA
Vanguard Ftse Developed Market

ETFs
-5.94K
- 11.3%
$47.4 - $52.99 $281K - $315K
46.6K $2.39M
YPF
Ypf Sociedad Anonima

Energy
-904
- 7.84%
$31.56 - $46.03 $28.5K - $41.6K
10.6K $372K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-922
- 8.68%
$58.81 - $68.2 $54.2K - $62.9K
9.7K $579K
VTWO
Vanguard Russell 2000 ETF

ETFs
-31
- 0.24%
$80.08 - $92.93 $2.48K - $2.88K
12.9K $1.04M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-3.59K
- 10.64%
$22.77 - $24.73 $81.7K - $88.7K
30.1K $701K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-3.52K
- 12.11%
$24.66 - $26.1 $86.8K - $91.8K
25.5K $636K
IWR
Ishares Russell Mid Cap ETF

ETFs
-28
- 0.09%
$82.81 - $92.93 $2.32K - $2.6K
30.2K $2.57M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-190
- 0.99%
$119.84 - $136.1 $22.8K - $25.9K
19.1K $2.31M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.6K
- 9.31%
$44.72 - $46.25 $116K - $120K
25.3K $1.17M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-669
- 1.68%
$49.36 - $53.08 $33K - $35.5K
39.1K $1.95M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-1.64K
- 6.44%
$37.69 - $39.76 $61.9K - $65.3K
23.9K $904K
PAVE
Global X Fds Us Infrastructure

ETFs
-872
- 4.09%
$37.31 - $43.82 $32.5K - $38.2K
20.4K $771K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-5.05K
- 16.69%
$10.61 - $16.49 $53.6K - $83.3K
25.2K $313K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-54
- 0.46%
$120.24 - $134.3 $6.49K - $7.25K
11.6K $1.42M
TFC
Truist Financial Corp

Financial Services
-1.4K
- 12.61%
$39.48 - $48.15 $55.3K - $67.4K
9.7K $399K
OWL
Blue Owl Capital Inc.

Financial Services
-947
- 5.34%
$18.49 - $26.68 $17.5K - $25.3K
16.8K $336K
MA
Mastercard Inc

Financial Services
-1.49K
- 4.33%
$504.67 - $576.31 $750K - $856K
32.9K $18M
KRP
Kimbell Royalty Partners, LP

Energy
-2.48K
- 16.46%
$13.35 - $16.45 $33.1K - $40.8K
12.6K $176K
XLB
Select Sector Spdr Fd Material

ETFs
-917
- 7.19%
$83.19 - $90.99 $76.3K - $83.4K
11.8K $1.01M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-526
- 1.95%
$75.99 - $81.58 $40K - $42.9K
26.4K $2.03M
PICK
Ishares Inc Msci Global Select

ETFs
-2.12K
- 16.46%
$34.93 - $38.35 $73.9K - $81.1K
10.7K $385K
C
Citigroup Inc

Financial Services
-987
- 6.9%
$67.23 - $84.63 $66.4K - $83.5K
13.3K $945K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.28K
- 1.21%
$22.25 - $23.0 $50.7K - $52.4K
186K $4.27M
URA
Global X Uranium ETF

ETFs
-627
- 5.41%
$22.92 - $30.98 $14.4K - $19.4K
11K $251K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-801
- 5.23%
$81.83 - $82.73 $65.5K - $66.3K
14.5K $1.2M
SMR
Nuscale Power Corp

Industrials
-184
- 1.35%
$14.16 - $29.08 $2.61K - $5.35K
13.4K $189K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-779
- 6.33%
$59.78 - $60.03 $46.6K - $46.8K
11.5K $689K
Activity Summary
Buys All Purchases 823 New Holdings 536 Increased Positions 287 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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