Sowell Financial Services LLC

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$706 Million is the total value of Sowell Financial Services LLC's 460 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 58.1% .

All

			Value		Shares		↓ Weighting
MSFT	Sell	MICROSOFT CORP	$16,913,000	-14.0%	166,516	-3.1%	2.40%	-16.0%
SBUX	Sell	STARBUCKS CORP	$6,512,000	+10.8%	101,122	-2.2%	0.92%	+8.1%
MRK	Sell	MERCK & CO INC	$6,413,000	+7.0%	83,930	-0.7%	0.91%	+4.4%
ONEQ	Sell	FIDELITY COMWLTH TRndq cp idx trk	$5,508,000	-17.8%	21,187	-0.2%	0.78%	-19.8%
HCP	Sell	HCP INC	$3,152,000	+5.2%	112,847	-0.8%	0.45%	+2.5%
CLX	Sell	CLOROX CO DEL	$3,015,000	+1.2%	19,558	-1.2%	0.43%	-1.2%
GOOG	Sell	ALPHABET INCcap stk cl c	$2,468,000	-13.9%	2,383	-0.4%	0.35%	-15.9%
WBA	Sell	WALGREENS BOOTS ALLIANCE INC	$2,465,000	-40.6%	36,077	-36.6%	0.35%	-42.0%
UNH	Sell	UNITEDHEALTH GROUP INC	$2,423,000	-12.1%	9,726	-6.2%	0.34%	-14.2%
HD	Sell	HOME DEPOT INC	$2,196,000	-38.5%	12,779	-25.9%	0.31%	-40.1%
FAD	Sell	FIRST TR MULTI CAP GR ALPHAD	$2,002,000	-20.7%	32,665	-0.5%	0.28%	-22.4%
AMX	Sell	AMERICA MOVIL SAB DE CV	$1,640,000	-34.0%	115,094	-25.6%	0.23%	-35.7%
NEAR	Sell	ISHARES US ETF TRsht mat bd etf	$1,565,000	-21.2%	31,392	-10.1%	0.22%	-22.9%
PSCU	Sell	INVESCO EXCHNG TRADED FD TRs&p smlcp util	$1,555,000	-19.4%	31,598	-5.2%	0.22%	-21.4%
MCD	Sell	MCDONALDS CORP	$1,438,000	+1.4%	8,098	-4.4%	0.20%	-1.0%
QCOM	Sell	QUALCOMM INC	$1,438,000	-24.8%	25,273	-4.8%	0.20%	-26.6%
DVA	Sell	DAVITA INC	$1,388,000	-28.2%	26,965	-0.1%	0.20%	-29.9%
APU	Sell	AMERIGAS PARTNERS L Punit l p int	$1,350,000	-47.1%	53,345	-17.4%	0.19%	-48.4%
DWDP	Sell	DOWDUPONT INC	$1,276,000	-17.1%	23,867	-0.3%	0.18%	-18.8%
IBM	Sell	INTERNATIONAL BUSINESS MACHS	$1,224,000	-42.1%	10,766	-23.0%	0.17%	-43.6%
VYM	Sell	VANGUARD WHITEHALL FDS INChigh div yld	$1,204,000	-48.0%	15,442	-41.9%	0.17%	-49.1%
FE	Sell	FIRSTENERGY CORP	$1,181,000	-4.0%	31,448	-5.0%	0.17%	-6.7%
QABA	Sell	FIRST TR NASDAQ ABA CMNTY BK	$1,052,000	-19.7%	24,423	-0.5%	0.15%	-21.6%
APH	Sell	AMPHENOL CORP NEWcl a	$988,000	-20.8%	12,195	-8.1%	0.14%	-22.7%
BNDX	Sell	VANGUARD CHARLOTTE FDSintl bd idx etf	$980,000	-19.3%	18,059	-19.0%	0.14%	-21.0%
WWD	Sell	WOODWARD INC	$918,000	-8.1%	12,352	-0.0%	0.13%	-10.3%
QAI	Sell	INDEXIQ ETF TRhedge mlti etf	$876,000	-45.1%	30,346	-40.7%	0.12%	-46.6%
SYY	Sell	SYSCO CORP	$861,000	-24.4%	13,734	-11.7%	0.12%	-26.1%
LLY	Sell	LILLY ELI & CO	$833,000	+5.7%	7,194	-2.0%	0.12%	+3.5%
INTU	Sell	INTUIT	$815,000	-45.8%	4,139	-37.4%	0.12%	-47.2%
BKLN	Sell	INVESCO EXCHNG TRADED FD TRsr ln etf	$805,000	-14.5%	36,945	-9.0%	0.11%	-16.8%
CNC	Sell	CENTENE CORP DEL	$791,000	-24.4%	6,864	-5.0%	0.11%	-26.3%
PYPL	Sell	PAYPAL HLDGS INC	$786,000	-17.2%	9,348	-13.4%	0.11%	-19.6%
F	Sell	FORD MTR CO DEL	$763,000	-43.7%	99,784	-31.9%	0.11%	-45.2%
PAVE	Sell	GLOBAL X FDSus infr dev etf	$747,000	-24.2%	55,517	-3.4%	0.11%	-25.9%
LOPE	Sell	GRAND CANYON ED INC	$701,000	-15.3%	7,296	-0.6%	0.10%	-17.5%
ISRG	Sell	INTUITIVE SURGICAL INC	$686,000	-19.5%	1,433	-3.5%	0.10%	-21.8%
BIBL	Sell	NORTHERN LTS FD TR IVinspire 100etf	$678,000	-60.1%	28,508	-56.0%	0.10%	-61.1%
VOO	Sell	VANGUARD INDEX FDS	$660,000	-91.9%	2,870	-95.1%	0.09%	-92.2%
VLO	Sell	VALERO ENERGY CORP NEW	$644,000	-37.9%	8,590	-5.7%	0.09%	-39.7%
NFLX	Sell	NETFLIX INC	$584,000	-36.6%	2,182	-11.3%	0.08%	-38.1%
GNUS	Sell	GENIUS BRANDS INTL INC	$570,000	+4.2%	265,206	-0.6%	0.08%	+2.5%
ETR	Sell	ENTERGY CORP NEW	$544,000	+4.2%	6,319	-1.9%	0.08%	+1.3%
PCAR	Sell	PACCAR INC	$539,000	-51.2%	9,437	-41.8%	0.08%	-52.5%
RTN	Sell	RAYTHEON CO	$534,000	-26.1%	3,483	-0.4%	0.08%	-27.6%
UTX	Sell	UNITED TECHNOLOGIES CORP	$531,000	-31.3%	4,987	-9.8%	0.08%	-33.0%
FL	Sell	FOOT LOCKER INC	$514,000	+4.0%	9,654	-0.3%	0.07%	+1.4%
HPQ	Sell	HP INC	$510,000	-25.2%	24,924	-5.8%	0.07%	-27.3%
D	Sell	DOMINION ENERGY INC	$496,000	-16.9%	6,937	-18.3%	0.07%	-19.5%
CRM	Sell	SALESFORCE COM INC	$485,000	-15.7%	3,539	-2.1%	0.07%	-16.9%
HUM	Sell	HUMANA INC	$474,000	-17.9%	1,654	-3.0%	0.07%	-20.2%
GE	Sell	GENERAL ELECTRIC CO	$456,000	-69.1%	60,225	-54.0%	0.06%	-69.8%
KMPR	Sell	KEMPER CORP DEL	$462,000	-21.0%	6,964	-4.2%	0.06%	-23.5%
CGNX	Sell	COGNEX CORP	$438,000	-32.5%	11,324	-2.5%	0.06%	-34.0%
XLB	Sell	SELECT SECTOR SPDR TRsbi materials	$421,000	-93.9%	8,335	-93.3%	0.06%	-94.0%
SCHB	Sell	SCHWAB STRATEGIC TRus brd mkt etf	$419,000	-65.7%	6,986	-65.3%	0.06%	-66.7%
IAC	Sell	IAC INTERACTIVECORP	$392,000	-17.3%	2,144	-2.0%	0.06%	-18.8%
YUM	Sell	YUM BRANDS INC	$392,000	-7.5%	4,262	-8.5%	0.06%	-9.7%
FICO	Sell	FAIR ISAAC CORP	$375,000	-21.9%	2,006	-4.5%	0.05%	-24.3%
LNT	Sell	ALLIANT ENERGY CORP	$376,000	-11.5%	8,901	-10.8%	0.05%	-14.5%
XSLV	Sell	INVESCO EXCHNG TRADED FD TRs&p smlcp low	$367,000	-17.2%	8,616	-3.9%	0.05%	-18.8%
BLV	Sell	VANGUARD BD INDEX FD INClong term bond	$360,000	-80.4%	4,118	-82.0%	0.05%	-80.9%
PCEF	Sell	INVESCO EXCHNG TRADED FD TR	$357,000	-41.1%	17,625	-38.8%	0.05%	-42.0%
STZ	Sell	CONSTELLATION BRANDS INCcl a	$343,000	-26.9%	2,133	-1.8%	0.05%	-27.9%
SNY	Sell	SANOFIsponsored adr	$342,000	-5.3%	7,873	-2.5%	0.05%	-7.7%
FIS	Sell	FIDELITY NATL INFORMATION SV	$330,000	-52.1%	3,222	-49.0%	0.05%	-53.0%
KMI	Sell	KINDER MORGAN INC DEL	$333,000	-50.7%	21,651	-43.2%	0.05%	-52.0%
TSN	Sell	TYSON FOODS INCcl a	$320,000	-40.4%	5,984	-33.6%	0.04%	-42.3%
VXUS	Sell	VANGUARD STAR FDvg tl intl stk f	$318,000	-36.9%	6,725	-27.9%	0.04%	-38.4%
URI	Sell	UNITED RENTALS INC	$318,000	-76.4%	3,100	-62.4%	0.04%	-77.0%
PZA	Sell	INVESCO EXCHNG TRADED FD TRnatl amt muni	$311,000	-8.3%	12,435	-9.1%	0.04%	-10.2%
ALL	Sell	ALLSTATE CORP	$310,000	-29.1%	3,749	-15.4%	0.04%	-30.2%
CNI	Sell	CANADIAN NATL RY CO	$308,000	-39.0%	4,149	-26.1%	0.04%	-39.7%
CMS	Sell	CMS ENERGY CORP	$306,000	+0.7%	6,165	-0.7%	0.04%	-2.3%
SNA	Sell	SNAP ON INC	$293,000	-21.4%	2,019	-0.6%	0.04%	-24.1%
RCL	Sell	ROYAL CARIBBEAN CRUISES LTD	$286,000	-31.7%	2,921	-9.4%	0.04%	-32.8%
GEL	Sell	GENESIS ENERGY L Punit ltd partn	$279,000	-22.3%	15,104	-0.0%	0.04%	-23.1%
MDLZ	Sell	MONDELEZ INTL INCcl a	$275,000	-13.8%	6,873	-7.4%	0.04%	-15.2%
OXY	Sell	OCCIDENTAL PETE CORP DEL	$265,000	-32.7%	4,311	-10.1%	0.04%	-33.3%
WELL	Sell	WELLTOWER INC	$259,000	+3.6%	3,725	-4.2%	0.04%	+2.8%
FFIV	Sell	F5 NETWORKS INC	$263,000	-36.2%	1,624	-21.5%	0.04%	-38.3%
BX	Sell	BLACKSTONE GROUP L P	$257,000	-22.4%	8,635	-0.7%	0.04%	-25.0%
VEA	Sell	VANGUARD TAX MANAGED INTL FDftse dev mkt etf	$244,000	-34.8%	6,586	-23.8%	0.04%	-35.2%
KSS	Sell	KOHLS CORP	$244,000	-68.2%	3,670	-64.4%	0.04%	-68.5%
CNP	Sell	CENTERPOINT ENERGY INC	$240,000	-13.7%	8,506	-15.5%	0.03%	-15.0%
NG	Sell	NOVAGOLD RES INC	$238,000	+3.0%	60,300	-3.2%	0.03%	0.0%
PPL	Sell	PPL CORP	$235,000	-10.0%	8,280	-7.3%	0.03%	-13.2%
PRU	Sell	PRUDENTIAL FINL INC	$212,000	-57.9%	2,593	-47.9%	0.03%	-58.9%
OLN	Sell	OLIN CORP	$210,000	-22.5%	10,465	-0.7%	0.03%	-23.1%
ADM	Sell	ARCHER DANIELS MIDLAND CO	$215,000	-19.5%	5,236	-1.4%	0.03%	-23.1%
COLB	Sell	COLUMBIA BKG SYS INC	$201,000	-12.2%	5,528	-6.6%	0.03%	-15.2%
INUV	Exit	INUVO INC	$0	–	-19,835	-100.0%	-0.00%	–
MNKD	Exit	MANNKIND CORP	$0	–	-10,925	-100.0%	-0.00%	–
BPTH	Exit	BIO PATH HOLDINGS INC	$0	–	-30,150	-100.0%	-0.00%	–
RAD	Exit	RITE AID CORP	$0	–	-22,925	-100.0%	-0.00%	–
LTS	Exit	LADENBURG THALMAN FIN SVCS I	$0	–	-11,609	-100.0%	-0.01%	–
SVM	Exit	SILVERCORP METALS INC	$0	–	-20,000	-100.0%	-0.01%	–
	Exit	FIRST MAJESTIC SILVER CORP	$0	–	-10,166	-100.0%	-0.01%	–
NAVB	Exit	NAVIDEA BIOPHARMACEUTICALS I	$0	–	-240,400	-100.0%	-0.01%	–
	Exit	VEECO INSTRS INC DELnote 2.700% 1/1	$0	–	-65,000	-100.0%	-0.01%	–
KGC	Exit	KINROSS GOLD CORP	$0	–	-20,000	-100.0%	-0.01%	–
	Exit	BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1	$0	–	-57,000	-100.0%	-0.01%	–
GIM	Exit	TEMPLETON GLOBAL INCOME FD	$0	–	-12,461	-100.0%	-0.01%	–
PSLV	Exit	SPROTT PHYSICAL SILVER TRtr unit	$0	–	-15,672	-100.0%	-0.01%	–
IGR	Exit	CBRE CLARION GLOBAL REAL EST	$0	–	-12,641	-100.0%	-0.01%	–
KNDI	Exit	KANDI TECHNOLOGIES GROUP INC	$0	–	-19,500	-100.0%	-0.01%	–
LEO	Exit	DREYFUS STRATEGIC MUNS INC	$0	–	-12,507	-100.0%	-0.01%	–
	Exit	VERINT SYS INCnote 1.500% 6/0	$0	–	-90,000	-100.0%	-0.01%	–
TGNA	Exit	TEGNA INC	$0	–	-10,205	-100.0%	-0.02%	–
AGFS	Exit	AGROFRESH SOLUTIONS	$0	–	-21,096	-100.0%	-0.02%	–
PMM	Exit	PUTNAM MANAGED MUN INCOM TR	$0	–	-19,400	-100.0%	-0.02%	–
PHYS	Exit	SPROTT PHYSICAL GOLD TRUSTunit	$0	–	-13,817	-100.0%	-0.02%	–
CDE	Exit	COEUR MNG INC	$0	–	-30,000	-100.0%	-0.02%	–
AXAS	Exit	ABRAXAS PETE CORP	$0	–	-68,431	-100.0%	-0.02%	–
PFL	Exit	PIMCO INCOME STRATEGY FUND	$0	–	-13,297	-100.0%	-0.02%	–
AEG	Exit	AEGON N Vny registry sh	$0	–	-25,322	-100.0%	-0.02%	–
EFT	Exit	EATON VANCE FLTING RATE INC	$0	–	-11,652	-100.0%	-0.02%	–
CTT	Exit	CATCHMARK TIMBER TR INCcl a	$0	–	-15,591	-100.0%	-0.03%	–
BDJ	Exit	BLACKROCK ENHANCED EQT DIV T	$0	–	-18,584	-100.0%	-0.03%	–
FIF	Exit	FIRST TR ENERGY INFRASTRCTR	$0	–	-11,400	-100.0%	-0.03%	–
IAG	Exit	IAMGOLD CORP	$0	–	-50,000	-100.0%	-0.03%	–
	Exit	PROSPECT CAPITAL CORPORATIONnote 5.875% 1/1	$0	–	-185,000	-100.0%	-0.03%	–
	Exit	ARES CAP CORP	$0	–	-10,957	-100.0%	-0.03%	–
BYM	Exit	BLACKROCK MUNICIPL INC QLTY	$0	–	-14,834	-100.0%	-0.03%	–
SGYPQ	Exit	SYNERGY PHARMACEUTICALS DEL	$0	–	-117,199	-100.0%	-0.03%	–
PGX	Exit	INVESCO EXCHNG TRADED FD TRpfd etf	$0	–	-13,962	-100.0%	-0.03%	–
GWPH	Exit	GW PHARMACEUTICALS PLCads	$0	–	-1,179	-100.0%	-0.03%	–
OKE	Exit	ONEOK INC NEW	$0	–	-3,105	-100.0%	-0.03%	–
NOC	Exit	NORTHROP GRUMMAN CORP	$0	–	-661	-100.0%	-0.03%	–
NUV	Exit	NUVEEN MUN VALUE FD INC	$0	–	-21,794	-100.0%	-0.03%	–
HOG	Exit	HARLEY DAVIDSON INC	$0	–	-4,613	-100.0%	-0.03%	–
FGPRQ	Exit	FERRELLGAS PARTNERS L.P.unit ltd part	$0	–	-94,270	-100.0%	-0.03%	–
LTXB	Exit	LEGACY TEX FINL GROUP INC	$0	–	-4,868	-100.0%	-0.03%	–
SILJ	Exit	ETF MANAGERS TRprime cybr scrty	$0	–	-5,249	-100.0%	-0.03%	–
PFG	Exit	PRINCIPAL FINL GROUP INC	$0	–	-3,774	-100.0%	-0.03%	–
ACN	Exit	ACCENTURE PLC IRELAND	$0	–	-1,304	-100.0%	-0.03%	–
AVGO	Exit	BROADCOM INC	$0	–	-894	-100.0%	-0.03%	–
PZZA	Exit	PAPA JOHNS INTL INC	$0	–	-4,354	-100.0%	-0.03%	–
EMR	Exit	EMERSON ELEC CO	$0	–	-2,954	-100.0%	-0.03%	–
TRGP	Exit	TARGA RES CORP	$0	–	-4,079	-100.0%	-0.03%	–
COF	Exit	CAPITAL ONE FINL CORP	$0	–	-2,497	-100.0%	-0.03%	–
	Exit	RED HAT INC	$0	–	-1,723	-100.0%	-0.03%	–
JCI	Exit	JOHNSON CTLS INTL PLC	$0	–	-6,660	-100.0%	-0.03%	–
ED	Exit	CONSOLIDATED EDISON INC	$0	–	-3,169	-100.0%	-0.04%	–
X	Exit	UNITED STATES STL CORP NEW	$0	–	-7,902	-100.0%	-0.04%	–
WBT	Exit	WELBILT INC	$0	–	-11,914	-100.0%	-0.04%	–
KFYP	Exit	KRANESHARES TRcsi chi internet	$0	–	-5,135	-100.0%	-0.04%	–
	Exit	CIENA CORP	$0	–	-8,133	-100.0%	-0.04%	–
	Exit	AMERICAN EAGLE OUTFITTERS NE	$0	–	-10,574	-100.0%	-0.04%	–
GDV	Exit	GABELLI DIVD & INCOME TR	$0	–	-11,092	-100.0%	-0.04%	–
TXT	Exit	TEXTRON INC	$0	–	-3,643	-100.0%	-0.04%	–
NWL	Exit	NEWELL BRANDS INC	$0	–	-13,237	-100.0%	-0.04%	–
BKK	Exit	BLACKROCK MUN 2020 TERM TR	$0	–	-18,720	-100.0%	-0.04%	–
VOOG	Exit	VANGUARD ADMIRAL FDS INCsmlcp 600 val	$0	–	-1,963	-100.0%	-0.04%	–
	Exit	SQUARE INCcl a	$0	–	-3,045	-100.0%	-0.04%	–
BIIB	Exit	BIOGEN INC	$0	–	-879	-100.0%	-0.04%	–
CELG	Exit	CELGENE CORP	$0	–	-3,663	-100.0%	-0.05%	–
PAYX	Exit	PAYCHEX INC	$0	–	-4,601	-100.0%	-0.05%	–
ALGN	Exit	ALIGN TECHNOLOGY INC	$0	–	-915	-100.0%	-0.05%	–
CI	Exit	CIGNA CORPORATION	$0	–	-1,746	-100.0%	-0.05%	–
UNM	Exit	UNUM GROUP	$0	–	-9,769	-100.0%	-0.06%	–
AET	Exit	AETNA INC NEW	$0	–	-1,892	-100.0%	-0.06%	–
HE	Exit	HAWAIIAN ELEC INDUSTRIES	$0	–	-11,075	-100.0%	-0.06%	–
SPGI	Exit	S&P GLOBAL INC	$0	–	-2,004	-100.0%	-0.06%	–
LRCX	Exit	LAM RESEARCH CORP	$0	–	-2,637	-100.0%	-0.06%	–
GS	Exit	GOLDMAN SACHS GROUP INC	$0	–	-1,855	-100.0%	-0.06%	–
WCN	Exit	WASTE CONNECTIONS INC	$0	–	-5,284	-100.0%	-0.06%	–
EL	Exit	LAUDER ESTEE COS INCcl a	$0	–	-2,943	-100.0%	-0.06%	–
BBY	Exit	BEST BUY INC	$0	–	-6,426	-100.0%	-0.07%	–
GRMN	Exit	GARMIN LTD	$0	–	-7,896	-100.0%	-0.08%	–
	Exit	TWITTER INC	$0	–	-19,490	-100.0%	-0.08%	–
MSI	Exit	MOTOROLA SOLUTIONS INC	$0	–	-4,492	-100.0%	-0.08%	–
MET	Exit	METLIFE INC	$0	–	-12,760	-100.0%	-0.09%	–
	Exit	PALO ALTO NETWORKS INC	$0	–	-2,731	-100.0%	-0.09%	–
PKI	Exit	PERKINELMER INC	$0	–	-6,380	-100.0%	-0.09%	–
	Exit	CLEVELAND CLIFFS INC	$0	–	-48,853	-100.0%	-0.09%	–
MCO	Exit	MOODYS CORP	$0	–	-3,694	-100.0%	-0.09%	–
PBF	Exit	PBF ENERGY INCcl a	$0	–	-12,711	-100.0%	-0.09%	–
BSX	Exit	BOSTON SCIENTIFIC CORP	$0	–	-16,792	-100.0%	-0.09%	–
MPC	Exit	MARATHON PETE CORP	$0	–	-8,209	-100.0%	-0.10%	–
	Exit	ILLUMINA INC	$0	–	-1,810	-100.0%	-0.10%	–
	Exit	MICRON TECHNOLOGY INC	$0	–	-14,865	-100.0%	-0.10%	–
CDW	Exit	CDW CORP	$0	–	-7,848	-100.0%	-0.10%	–
FMC	Exit	F M C CORP	$0	–	-8,048	-100.0%	-0.10%	–
ESRX	Exit	EXPRESS SCRIPTS HLDG CO	$0	–	-7,569	-100.0%	-0.10%	–
ETP	Exit	ENERGY TRANSFER PARTNERS LPunit ltd prt int	$0	–	-33,110	-100.0%	-0.11%	–
CWSA	Exit	CITIGROUP INC	$0	–	-10,723	-100.0%	-0.11%	–
	Exit	BLACKSTONE MTG TR INC	$0	–	-23,656	-100.0%	-0.12%	–
RDOG	Exit	ALPS ETF TRbarrons 400 etf	$0	–	-34,274	-100.0%	-0.12%	–
	Exit	BRISTOL MYERS SQUIBB CO	$0	–	-14,239	-100.0%	-0.13%	–
TUZ	Exit	PIMCO ETF TRactive bd etf	$0	–	-9,365	-100.0%	-0.14%	–
NTAP	Exit	NETAPP INC	$0	–	-11,314	-100.0%	-0.14%	–
RLY	Exit	SSGA ACTIVE ETF TRblkstn gsosrln	$0	–	-25,491	-100.0%	-0.18%	–
QYLD	Exit	HORIZONS ETF TR Ihorizons nasdaq	$0	–	-49,235	-100.0%	-0.18%	–
SPEU	Exit	SPDR INDEX SHS FDSs&p intl smlcp	$0	–	-40,520	-100.0%	-0.20%	–
GDX	Exit	VANECK VECTORS ETF TRoil svcs etf	$0	–	-59,303	-100.0%	-0.22%	–
DTD	Exit	WISDOMTREE TRus smallcap divd	$0	–	-49,264	-100.0%	-0.25%	–
VGSH	Exit	VANGUARD SCOTTSDALE FDSshrt trm corp bd	$0	–	-22,103	-100.0%	-0.25%	–
PSR	Exit	INVESCO ACTIVELY MANAGD ETFtotal return	$0	–	-40,108	-100.0%	-0.30%	–
	Exit	NVIDIA CORP	$0	–	-7,884	-100.0%	-0.32%	–
VNQI	Exit	VANGUARD INTL EQUITY INDEX Fftse emr mkt etf	$0	–	-55,420	-100.0%	-0.35%	–
GSIE	Exit	GOLDMAN SACHS ETF TRhedge ind etf	$0	–	-48,315	-100.0%	-0.41%	–
SPTS	Exit	SPDR SER TRportfolio sm etf	$0	–	-79,310	-100.0%	-0.46%	–
VCR	Exit	VANGUARD WORLD FDSutilities etf	$0	–	-22,374	-100.0%	-0.50%	–
FNY	Exit	FIRST TR EXCNGE TRD ALPHADEXsml cp grw alp	$0	–	-67,898	-100.0%	-0.52%	–
CHRW	Exit	C H ROBINSON WORLDWIDE INC	$0	–	-36,493	-100.0%	-0.52%	–
FDIS	Exit	FIDELITYmsci info tech i	$0	–	-151,816	-100.0%	-0.55%	–
ONLN	Exit	PROSHARES TRultrpro s&p500	$0	–	-51,054	-100.0%	-0.60%	–
FPX	Exit	FIRST TR EXCHANGE TRADED FDsenior ln fd	$0	–	-73,859	-100.0%	-0.67%	–
PPA	Exit	INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr	$0	–	-67,913	-100.0%	-0.82%	–
	Exit	INTEL CORP	$0	–	-124,394	-100.0%	-0.85%	–
BRKA	Exit	BERKSHIRE HATHAWAY INC DELcl b new	$0	–	-15,444	-100.0%	-0.94%	–
AMZN	Exit	AMAZON COM INC	$0	–	-3,578	-100.0%	-1.04%	–
EWA	Exit	ISHARES INCmsci jpn etf new	$0	–	-144,985	-100.0%	-1.07%	–
XNTK	Exit	SPDR SERIES TRUSTs&p regl bkg	$0	–	-232,152	-100.0%	-1.52%	–
JPGE	Exit	JP MORGAN EXCHANGE TRADED FDultra shrt inc	$0	–	-745,671	-100.0%	-5.46%	–
OEF	Exit	ISHARES TRus treas bd etf	$0	–	-1,201,934	-100.0%	-17.95%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2019-03-05

Signatures

The EDGAR filing(s) were signed by:

Edward Hildebrand — Senior Compliance Officer

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
Microsoft Corporation	27	Q3 2023	3.9%
SPDR S&P 500 ETF TR	27	Q3 2023	2.0%
Verizon Communicatn	27	Q3 2023	1.9%
The Coca-Cola Co	27	Q3 2023	1.9%
CHEVRON CORP NEW COM	27	Q3 2023	1.9%
JOHNSON & JOHNSON COM	27	Q3 2023	1.5%
EXXON MOBIL CORP COM	27	Q3 2023	1.6%
AT&T INC COM	27	Q3 2023	1.9%
United Parcel SRVC Class B	27	Q3 2023	1.2%
ALTRIA GROUP INC COM	27	Q3 2023	1.9%

View Sowell Financial Services LLC's complete holdings history.

Latest filings

Type	Filed
13F-HR	2024-05-03
13F-HR	2024-01-24
13F-HR	2023-11-08
13F-HR	2023-08-14
13F-HR	2023-05-12
13F-HR	2023-02-09
13F-HR	2022-11-15
13F-HR	2022-08-15
13F-HR	2022-05-13
D	2022-03-03

View Sowell Financial Services LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

The reported number of holdings is incorrect (460 != 459)

Export Sowell Financial Services LLC's holdings

Sowell Financial Services LLC - Q4 2018 holdings

Original filings

Signatures

Top long-term holdings

Latest filings

All filings