Sowell Financial Services LLC Sells in Q4 2025

Sowell Financial Services LLC

  • $2.56 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FDL
First Tr Morningstar Dividend

ETFs
-182K
- 93.51%
$42.27 - $43.9 $7.68M - $7.98M
12.6K $550K
VB
Vanguard Small Cap ETF

ETFs
-24.5K
- 77.64%
$248.1 - $260.08 $6.08M - $6.37M
7.05K $1.76M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-49K
- 80.91%
$70.3 - $73.05 $3.45M - $3.58M
11.6K $832K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-12.3K
- 82.93%
$227.13 - $251.24 $2.79M - $3.09M
2.53K $577K
NVDA
Nvidia Corp

Technology
-15.6K
- 3.74%
$179.83 - $207.04 $2.8M - $3.22M
401K $74.8M
AVGO
Broadcom Inc.

Technology
-9.79K
- 15.27%
$324.63 - $385.98 $3.18M - $3.78M
54.3K $18.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-39.4K
- 60.92%
$56.33 - $59.22 $2.22M - $2.33M
25.2K $1.46M
BSX
Boston Scientific Corp

Healthcare
-21.7K
- 78.82%
$94.95 - $104.98 $2.06M - $2.28M
5.83K $598K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-19.5K
- 11.26%
$100.37 - $100.72 $1.96M - $1.97M
154K $15.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-32.9K
- 31.79%
$56.0 - $57.6 $1.84M - $1.9M
70.6K $4.01M
SPOT
Spotify Technology S.A.

Communication Services
-2.48K
- 77.44%
$616.91 - $707.3 $1.53M - $1.76M
723 $459K
PHYS
Sprott Physical Gold Trust

Financial Services
-70K
- 24.97%
$29.62 - $33.31 $2.07M - $2.33M
210K $6.55M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-25.1K
- 51.57%
$55.63 - $58.98 $1.4M - $1.48M
23.6K $1.38M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-28.7K
- 29.87%
$46.2 - $46.85 $1.33M - $1.35M
67.5K $3.12M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-30.2K
- 47.61%
$39.83 - $41.72 $1.2M - $1.26M
33.2K $1.33M
KRE
Spdr S&P Regional Banking ETF

ETFs
-19.1K
- 38.47%
$58.14 - $64.09 $1.11M - $1.22M
30.5K $1.86M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-33K
- 63.45%
$39.09 - $41.28 $1.29M - $1.36M
19K $784K
ORCL
Oracle Corp

Technology
-1.28K
- 8.07%
$217.57 - $313.0 $278K - $400K
14.6K $3.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-6.35K
- 31.2%
$185.12 - $192.11 $1.18M - $1.22M
14K $2.62M
ABBV
Abb Vie Inc.

Healthcare
-5.76K
- 10.82%
$211.96 - $244.38 $1.22M - $1.41M
47.5K $11.1M
IWM
Ishares Russell 2000 ETF

ETFs
-4.29K
- 11.12%
$236.79 - $250.33 $1.02M - $1.07M
34.3K $8.15M
CGUS
Capital Group Core Equity ETF
-29.9K
- 65.92%
$38.81 - $40.67 $1.16M - $1.22M
15.5K $613K
MA
Mastercard Inc

Financial Services
-96
- 0.28%
$536.85 - $580.45 $51.5K - $55.7K
34.7K $18.6M
AGI
Alamos Gold Inc

Basic Materials
-30.7K
- 55.27%
$30.01 - $37.47 $920K - $1.15M
24.8K $827K
SIVR
Abrdn Silver ETF Trust

ETFs
-26K
- 38.93%
$44.53 - $51.56 $1.16M - $1.34M
40.8K $1.97M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-19.9K
- 47.89%
$49.78 - $50.16 $990K - $998K
21.6K $1.08M
TMUS
T Mobile Us, Inc.

Communication Services
-3.44K
- 45.09%
$201.01 - $233.26 $691K - $801K
4.19K $903K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-17.4K
- 10.62%
$57.9 - $61.26 $1.01M - $1.06M
146K $8.77M
DIS
Walt Disney CO

Communication Services
-3.66K
- 7.0%
$105.69 - $116.65 $387K - $427K
48.6K $5.13M
IWP
Ishares Russell Mid Cap Growth

ETFs
-3.32K
- 4.88%
$136.84 - $145.3 $455K - $483K
64.8K $8.87M
COST
Costco Wholesale Corp

Consumer Defensive
-595
- 3.18%
$910.94 - $954.99 $542K - $568K
18.1K $16.5M
KEYS
Keysight Technologies, Inc.

Technology
-4.5K
- 76.76%
$159.49 - $186.18 $718K - $839K
1.36K $244K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-38.4K
- 32.59%
$20.02 - $20.12 $768K - $772K
79.4K $1.59M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-25.3K
- 49.74%
$30.13 - $30.32 $761K - $766K
25.5K $770K
V
Visa Inc.

Financial Services
-366
- 0.94%
$325.75 - $352.42 $119K - $129K
38.6K $12.6M
XLF
Financial Sector Spdr

ETFs
-9.64K
- 6.48%
$51.76 - $53.77 $499K - $518K
139K $7.3M
T
At&T Inc.

Communication Services
-1.94K
- 0.84%
$24.44 - $27.55 $47.3K - $53.3K
228K $5.8M
GFS
Globalfoundries Inc.

Technology
-17.4K
- 72.47%
$32.72 - $36.06 $568K - $626K
6.6K $218K
FLEX
Flex Ltd.

Technology
-11.5K
- 46.04%
$56.13 - $66.1 $643K - $758K
13.4K $805K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-805
- 2.35%
$73.78 - $98.43 $59.4K - $79.2K
33.5K $2.47M
SGOL
Abrdn Gold ETF Trust

ETFs
-20.2K
- 23.23%
$36.75 - $41.74 $743K - $844K
66.8K $2.6M
DEI
Douglas Emmett Inc

Real Estate
-2.99K
- 2.14%
$11.76 - $15.79 $35.1K - $47.2K
136K $1.62M
SYY
Sysco Corp

Consumer Defensive
-4.54K
- 21.77%
$72.9 - $83.27 $331K - $378K
16.3K $1.22M
CLX
Clorox CO

Consumer Defensive
-328
- 1.52%
$103.68 - $123.19 $34K - $40.4K
21.2K $2.2M
PM
Philip Morris International Inc.

Consumer Defensive
-132
- 0.29%
$144.33 - $160.86 $19.1K - $21.2K
44.6K $6.82M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-16.1K
- 64.64%
$26.75 - $27.15 $430K - $436K
8.79K $235K
OMC
Omnicom Group Inc.

Communication Services
-4.75K
- 58.38%
$72.23 - $81.23 $343K - $386K
3.39K $244K
URI
United Rentals, Inc.

Industrials
-2
- 0.07%
$806.61 - $1020.0 $1.61K - $2.04K
2.72K $2.19M
EMR
Emerson Electric CO

Industrials
-2.91K
- 38.87%
$126.01 - $140.03 $367K - $407K
4.58K $583K
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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