Sowell Financial Services LLC Sells in Q1 2025

Sowell Financial Services LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-63.6K
- 14.0%
$106.98 - $149.43 $6.8M - $9.5M
391K $42.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-38.8K
- 58.75%
$360.07 - $417.26 $14M - $16.2M
27.2K $9.81M
MSFT
Microsoft Corp

Technology
-2.56K
- 1.64%
$375.39 - $447.2 $960K - $1.14M
154K $57.7M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-101K
- 92.33%
N/A
8.38K $626K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-41.1K
- 72.77%
$169.43 - $182.84 $6.97M - $7.52M
15.4K $2.67M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.98K
- 0.9%
$190.26 - $242.06 $376K - $478K
219K $41.6M
IWS
Ishares Russell Midcap Value E

ETFs
-43.6K
- 91.31%
$122.59 - $135.24 $5.34M - $5.9M
4.15K $522K
VUG
Vanguard Growth ETF

ETFs
-4.6K
- 12.62%
$369.1 - $427.61 $1.7M - $1.97M
31.8K $11.8M
GOOG
Alphabet Inc.

Communication Services
-4.39K
- 6.5%
$156.06 - $207.71 $685K - $912K
63.1K $9.86M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-152K
- 65.51%
$11.22 - $11.8 $1.7M - $1.79M
79.8K $895K
ORCL
Oracle Corp

Technology
-6.95K
- 26.95%
$139.81 - $186.47 $971K - $1.3M
18.8K $2.63M
IYW
Ishares Dj Us Tech ETF

ETFs
-7.55K
- 33.44%
$140.44 - $166.79 $1.06M - $1.26M
15K $2.11M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-6.7K
- 5.44%
$89.18 - $104.04 $598K - $697K
117K $10.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-4.6K
- 14.5%
$192.82 - $222.1 $887K - $1.02M
27.1K $5.23M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-14.4K
- 34.0%
$91.45 - $91.75 $1.32M - $1.33M
28K $2.57M
IWD
Ishares Russell 1000 Val ETF

ETFs
-7.24K
- 18.65%
$182.82 - $196.21 $1.32M - $1.42M
31.6K $5.89M
ABNB
Airbnb, Inc.

Consumer Cyclical
-9.07K
- 56.67%
$119.38 - $161.42 $1.08M - $1.46M
6.94K $828K
IWM
Ishares Russell 2000 ETF

ETFs
-1.42K
- 3.12%
$198.1 - $229.79 $281K - $326K
44.1K $8.81M
MRVL
Marvell Technology, Inc.

Technology
-1.93K
- 8.62%
$61.57 - $126.06 $119K - $243K
20.4K $1.26M
SHOP
Shopify Inc.

Technology
-8.48K
- 34.2%
$90.59 - $129.31 $768K - $1.1M
16.3K $1.56M
TGT
Target Corp

Consumer Defensive
-5.98K
- 46.52%
$103.65 - $142.5 $620K - $852K
6.87K $717K
WMT
Walmart Inc.

Consumer Defensive
-5.72K
- 3.81%
$84.5 - $105.05 $483K - $601K
144K $12.7M
DAL
Delta Air Lines, Inc.

Industrials
-2.17K
- 5.29%
$43.6 - $69.06 $94.4K - $150K
38.7K $1.69M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-16.9K
- 15.4%
$44.41 - $45.98 $749K - $776K
92.6K $4.23M
BAC
Bank Of America Corp

Financial Services
-2.28K
- 0.92%
$39.61 - $47.74 $90.2K - $109K
245K $10.2M
AMD
Advanced Micro Devices Inc

Technology
-2.33K
- 10.63%
$96.63 - $129.55 $226K - $302K
19.6K $2.02M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-19.7K
- 13.35%
$21.75 - $24.28 $428K - $478K
128K $2.81M
ET
Energy Transfer LP

Energy
-13K
- 3.74%
$17.26 - $21.08 $224K - $274K
334K $6.21M
NVO
Novo Nordisk A S

Healthcare
-3.27K
- 15.34%
$69.3 - $90.95 $226K - $297K
18K $1.25M
ACGL
Arch Capital Group Ltd.

Financial Services
-6.54K
- 48.49%
$88.13 - $96.94 $576K - $634K
6.95K $668K
SPYG
Spdr Portfolio

ETFs
-5.9K
- 56.72%
$80.05 - $92.39 $472K - $545K
4.5K $360K
VTI
Vanguard Total Stock Market Et

ETFs
-763
- 3.78%
$271.18 - $303.12 $207K - $231K
19.4K $5.31M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-2.23K
- 17.8%
$161.03 - $235.53 $360K - $526K
10.3K $1.71M
KRE
Spdr S&P Regional Banking ETF

ETFs
-5.04K
- 9.95%
$55.11 - $65.5 $278K - $330K
45.6K $2.57M
JJSF
J&J Snack Foods Corp

Consumer Defensive
-798
- 5.03%
$122.15 - $153.79 $97.5K - $123K
15.1K $1.98M
ABT
Abbott Laboratories

Healthcare
-8.3K
- 25.87%
$111.1 - $140.22 $922K - $1.16M
23.8K $3.15M
USB
Us Bancorp \De\

Financial Services
-7.5K
- 28.21%
$40.92 - $50.9 $307K - $382K
19.1K $805K
NFLX
Netflix Inc

Communication Services
-1K
- 8.74%
$828.4 - $1058.6 $830K - $1.06M
10.5K $9.76M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-61.6K
- 19.63%
$7.89 - $8.07 $486K - $497K
252K $2.01M
SO
Southern CO

Utilities
-7.96K
- 26.36%
$80.96 - $92.96 $645K - $740K
22.2K $2.05M
PCAR
Paccar Inc

Industrials
-3K
- 14.19%
$96.91 - $112.51 $290K - $337K
18.1K $1.76M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.77K
- 7.83%
$71.17 - $73.66 $553K - $572K
91.4K $6.7M
GLD
Spdr Gold Trust

ETFs
-5.69K
- 21.39%
$243.19 - $288.14 $1.38M - $1.64M
20.9K $6.02M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-4.71K
- 26.66%
$69.82 - $78.67 $329K - $371K
13K $912K
FCX
Freeport Mcmoran Inc

Basic Materials
-9.98K
- 38.75%
$34.5 - $43.01 $344K - $429K
15.8K $597K
VIG
Vanguard Dividend Appreciation

ETFs
-2.07K
- 6.61%
N/A
29.2K $5.32M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.13K
- 3.35%
$57.21 - $65.8 $122K - $140K
61.3K $3.58M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-629
- 3.56%
$173.56 - $210.67 $109K - $133K
17K $2.97M
DEI
Douglas Emmett Inc

Real Estate
-809
- 0.62%
$15.39 - $18.94 $12.5K - $15.3K
130K $2.08M
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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