$1.3 Billion is the total value of Sowell Financial Services LLC's 759 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQM | New | INVESCO EXCH TRADED FD TR IIcef | $7,862 | – | 59,556 | +100.0% | 0.61% | – |
| HUM | New | HUMANA INCstock | $4,437 | – | 9,139 | +100.0% | 0.34% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC DELstock | $4,190 | – | 9 | +100.0% | 0.32% | – |
| ELF | New | E L F BEAUTY INCstock | $3,705 | – | 44,987 | +100.0% | 0.29% | – |
| JAAA | New | JANUS DETROIT STR TRstock | $3,575 | – | 72,202 | +100.0% | 0.28% | – |
| BUFD | New | FIRST TR EXCHNG TRADED FD VIetf | $3,475 | – | 170,104 | +100.0% | 0.27% | – |
| TNK | New | TEEKAY TANKERS LTDstock | $3,319 | – | 77,320 | +100.0% | 0.26% | – |
| AVGO | New | BROADCOM INCstock | $3,236 | – | 5,044 | +100.0% | 0.25% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEetf | $3,203 | – | 9,630 | +100.0% | 0.25% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INCstock | $2,967 | – | 5,148 | +100.0% | 0.23% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Tetf | $2,812 | – | 19,441 | +100.0% | 0.22% | – |
| LLY | New | LILLY ELI & COstock | $2,448 | – | 7,128 | +100.0% | 0.19% | – |
| New | PROSHARES TRetf | $2,407 | – | 81,976 | +100.0% | 0.19% | – | |
| QQQE | New | DIREXION SHS ETF TRetf | $2,359 | – | 32,519 | +100.0% | 0.18% | – |
| SPSB | New | SPDR SER TRetf | $2,204 | – | 74,368 | +100.0% | 0.17% | – |
| FTEC | New | FIDELITY COVINGTON TRUSTstock | $2,165 | – | 18,997 | +100.0% | 0.17% | – |
| SOXX | New | ISHARES TRetf | $1,976 | – | 4,444 | +100.0% | 0.15% | – |
| ILCG | New | ISHARES TRetf | $1,935 | – | 34,956 | +100.0% | 0.15% | – |
| QQEW | New | FIRST TR NAS100 EQ WEIGHTEDetf | $1,883 | – | 18,704 | +100.0% | 0.14% | – |
| IJJ | New | ISHARES TRetf | $1,851 | – | 18,007 | +100.0% | 0.14% | – |
| SMH | New | VANECK ETF TRUSTetf | $1,780 | – | 6,763 | +100.0% | 0.14% | – |
| ESGV | New | VANGUARD WORLD FDetf | $1,775 | – | 24,750 | +100.0% | 0.14% | – |
| VHT | New | VANGUARD WORLD FDSetf | $1,720 | – | 7,211 | +100.0% | 0.13% | – |
| WSO | New | WATSCO INCstock | $1,648 | – | 5,179 | +100.0% | 0.13% | – |
| SSO | New | PROSHARES TRetf | $1,630 | – | 32,479 | +100.0% | 0.13% | – |
| SLQD | New | ISHARES TRetf | $1,637 | – | 33,761 | +100.0% | 0.13% | – |
| BLES | New | NORTHERN LTS FD TR IVetf | $1,612 | – | 49,188 | +100.0% | 0.12% | – |
| MKL | New | MARKEL CORPstock | $1,583 | – | 1,239 | +100.0% | 0.12% | – |
| DHR | New | DANAHER CORPORATIONstock | $1,522 | – | 6,037 | +100.0% | 0.12% | – |
| IGM | New | ISHARES TRetf | $1,496 | – | 4,410 | +100.0% | 0.12% | – |
| SNDX | New | SYNDAX PHARMACEUTICALS INCstock | $1,473 | – | 69,748 | +100.0% | 0.11% | – |
| FTGC | New | FIRST TR EXCHANGE TRAD FD VIetf | $1,466 | – | 62,423 | +100.0% | 0.11% | – |
| IWV | New | ISHARES TRetf | $1,442 | – | 6,125 | +100.0% | 0.11% | – |
| VGT | New | VANGUARD WORLD FDSetf | $1,385 | – | 3,593 | +100.0% | 0.11% | – |
| LMT | New | LOCKHEED MARTIN CORPstock | $1,390 | – | 2,940 | +100.0% | 0.11% | – |
| IGV | New | ISHARES TRetf | $1,304 | – | 4,281 | +100.0% | 0.10% | – |
| EDOW | New | FIRST TR EXCHANGE TRADED FDetf | $1,302 | – | 44,050 | +100.0% | 0.10% | – |
| SPDW | New | SPDR INDEX SHS FDSetf | $1,300 | – | 40,475 | +100.0% | 0.10% | – |
| ABNB | New | AIRBNB INCstock | $1,287 | – | 10,349 | +100.0% | 0.10% | – |
| GS | New | GOLDMAN SACHS GROUP INCstock | $1,265 | – | 3,867 | +100.0% | 0.10% | – |
| FEZ | New | SPDR INDEX SHS FDSetf | $1,254 | – | 27,935 | +100.0% | 0.10% | – |
| SRE | New | SEMPRAstock | $1,244 | – | 8,230 | +100.0% | 0.10% | – |
| LRCX | New | LAM RESEARCH CORPstock | $1,201 | – | 2,266 | +100.0% | 0.09% | – |
| HON | New | HONEYWELL INTL INCstock | $1,208 | – | 6,319 | +100.0% | 0.09% | – |
| DE | New | DEERE & COstock | $1,186 | – | 2,873 | +100.0% | 0.09% | – |
| IPAY | New | ETF MANAGERS TRetf | $1,115 | – | 26,758 | +100.0% | 0.09% | – |
| ADP | New | AUTOMATIC DATA PROCESSING INstock | $1,106 | – | 4,968 | +100.0% | 0.08% | – |
| PRVA | New | PRIVIA HEALTH GROUP INCstock | $1,091 | – | 39,498 | +100.0% | 0.08% | – |
| FDN | New | FIRST TR EXCHANGE-TRADED FDetf | $1,081 | – | 7,311 | +100.0% | 0.08% | – |
| ICF | New | ISHARES TRetf | $1,074 | – | 19,343 | +100.0% | 0.08% | – |
| VWOB | New | VANGUARD WHITEHALL FDSetf | $1,040 | – | 16,694 | +100.0% | 0.08% | – |
| IHF | New | ISHARES TRetf | $1,025 | – | 4,148 | +100.0% | 0.08% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INCstock | $1,004 | – | 3,188 | +100.0% | 0.08% | – |
| KMB | New | KIMBERLY-CLARK CORPstock | $982 | – | 7,315 | +100.0% | 0.08% | – |
| GWW | New | GRAINGER W W INCstock | $973 | – | 1,413 | +100.0% | 0.08% | – |
| BLK | New | BLACKROCK INCstock | $959 | – | 1,433 | +100.0% | 0.07% | – |
| APD | New | AIR PRODS & CHEMS INCstock | $956 | – | 3,328 | +100.0% | 0.07% | – |
| CMI | New | CUMMINS INCstock | $961 | – | 4,025 | +100.0% | 0.07% | – |
| MPC | New | MARATHON PETE CORPstock | $915 | – | 6,789 | +100.0% | 0.07% | – |
| IYH | New | ISHARES TRetf | $882 | – | 3,232 | +100.0% | 0.07% | – |
| NOC | New | NORTHROP GRUMMAN CORPstock | $875 | – | 1,894 | +100.0% | 0.07% | – |
| AXP | New | AMERICAN EXPRESS COstock | $875 | – | 5,302 | +100.0% | 0.07% | – |
| BTI | New | BRITISH AMERN TOB PLCadr | $880 | – | 25,056 | +100.0% | 0.07% | – |
| ACN | New | ACCENTURE PLC IRELANDstock | $870 | – | 3,042 | +100.0% | 0.07% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEWstock | $857 | – | 5,854 | +100.0% | 0.07% | – |
| DRI | New | DARDEN RESTAURANTS INCstock | $848 | – | 5,467 | +100.0% | 0.06% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATEDstock | $831 | – | 2,156 | +100.0% | 0.06% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDstock | $811 | – | 8,715 | +100.0% | 0.06% | – |
| HEFA | New | ISHARES TRetf | $803 | – | 27,235 | +100.0% | 0.06% | – |
| IYW | New | ISHARES TRetf | $796 | – | 8,573 | +100.0% | 0.06% | – |
| BNO | New | UNITED STS BRENT OIL FD LPreit | $790 | – | 29,725 | +100.0% | 0.06% | – |
| UUP | New | INVESCO DB US DLR INDEX TRetf | $796 | – | 28,534 | +100.0% | 0.06% | – |
| PNW | New | PINNACLE WEST CAP CORPstock | $784 | – | 9,889 | +100.0% | 0.06% | – |
| TMUS | New | T-MOBILE US INCstock | $761 | – | 5,251 | +100.0% | 0.06% | – |
| ATVI | New | ACTIVISION BLIZZARD INCstock | $764 | – | 8,921 | +100.0% | 0.06% | – |
| GMF | New | SPDR INDEX SHS FDSetf | $736 | – | 7,339 | +100.0% | 0.06% | – |
| NOBL | New | PROSHARES TRetf | $736 | – | 8,068 | +100.0% | 0.06% | – |
| SIVR | New | ABRDN SILVER ETF TRUSTetf | $721 | – | 31,200 | +100.0% | 0.06% | – |
| ITW | New | ILLINOIS TOOL WKS INCstock | $728 | – | 2,992 | +100.0% | 0.06% | – |
| New | CORE SCIENTIFIC INCstock | $715 | – | 2,352,803 | +100.0% | 0.06% | – | |
| URI | New | UNITED RENTALS INCstock | $717 | – | 1,813 | +100.0% | 0.06% | – |
| NOW | New | SERVICENOW INCstock | $716 | – | 1,540 | +100.0% | 0.06% | – |
| VXZ | New | BARCLAYS BANK PLCstock | $706 | – | 30,912 | +100.0% | 0.05% | – |
| YUM | New | YUM BRANDS INCstock | $693 | – | 5,250 | +100.0% | 0.05% | – |
| TSCO | New | TRACTOR SUPPLY COstock | $692 | – | 2,946 | +100.0% | 0.05% | – |
| IYR | New | ISHARES TRetf | $669 | – | 7,882 | +100.0% | 0.05% | – |
| FELE | New | FRANKLIN ELEC INCstock | $672 | – | 7,141 | +100.0% | 0.05% | – |
| PLD | New | PROLOGIS INC.stock | $668 | – | 5,357 | +100.0% | 0.05% | – |
| HACK | New | ETF MANAGERS TRetf | $678 | – | 14,174 | +100.0% | 0.05% | – |
| ADM | New | ARCHER DANIELS MIDLAND COstock | $660 | – | 8,285 | +100.0% | 0.05% | – |
| EMB | New | ISHARES TRetf | $656 | – | 7,598 | +100.0% | 0.05% | – |
| ANTM | New | ELEVANCE HEALTH INCstock | $643 | – | 1,398 | +100.0% | 0.05% | – |
| EMN | New | EASTMAN CHEM COstock | $644 | – | 7,635 | +100.0% | 0.05% | – |
| PANW | New | PALO ALTO NETWORKS INCstock | $648 | – | 3,245 | +100.0% | 0.05% | – |
| CNI | New | CANADIAN NATL RY COstock | $630 | – | 5,341 | +100.0% | 0.05% | – |
| BKNG | New | BOOKING HOLDINGS INCstock | $626 | – | 236 | +100.0% | 0.05% | – |
| INTU | New | INTUITstock | $628 | – | 1,408 | +100.0% | 0.05% | – |
| ZTS | New | ZOETIS INCstock | $627 | – | 3,764 | +100.0% | 0.05% | – |
| RFG | New | INVESCO EXCHANGE TRADED FD Tetf | $611 | – | 3,336 | +100.0% | 0.05% | – |
| ALB | New | ALBEMARLE CORPstock | $589 | – | 2,664 | +100.0% | 0.04% | – |
| CDW | New | CDW CORPstock | $589 | – | 3,022 | +100.0% | 0.04% | – |
| CCI | New | CROWN CASTLE INCstock | $567 | – | 4,238 | +100.0% | 0.04% | – |
| UNP | New | UNION PAC CORPstock | $553 | – | 2,749 | +100.0% | 0.04% | – |
| HCA | New | HCA HEALTHCARE INCstock | $547 | – | 2,074 | +100.0% | 0.04% | – |
| BABA | New | ALIBABA GROUP HLDG LTDstock | $526 | – | 5,144 | +100.0% | 0.04% | – |
| DLN | New | WISDOMTREE TRetf | $517 | – | 8,354 | +100.0% | 0.04% | – |
| PNFP | New | PINNACLE FINL PARTNERS INCstock | $512 | – | 9,278 | +100.0% | 0.04% | – |
| SPG | New | SIMON PPTY GROUP INC NEWstock | $520 | – | 4,645 | +100.0% | 0.04% | – |
| TT | New | TRANE TECHNOLOGIES PLCetf | $518 | – | 2,817 | +100.0% | 0.04% | – |
| GSLC | New | GOLDMAN SACHS ETF TRetf | $507 | – | 6,245 | +100.0% | 0.04% | – |
| MU | New | MICRON TECHNOLOGY INCstock | $507 | – | 8,403 | +100.0% | 0.04% | – |
| MOO | New | VANECK ETF TRUSTetf | $507 | – | 5,837 | +100.0% | 0.04% | – |
| TLH | New | ISHARES TRetf | $495 | – | 4,318 | +100.0% | 0.04% | – |
| EMR | New | EMERSON ELEC COstock | $488 | – | 5,604 | +100.0% | 0.04% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRetf | $487 | – | 1,063 | +100.0% | 0.04% | – |
| VIOV | New | VANGUARD ADMIRAL FDS INCetf | $495 | – | 6,133 | +100.0% | 0.04% | – |
| ANET | New | ARISTA NETWORKS INCstock | $477 | – | 2,839 | +100.0% | 0.04% | – |
| VONG | New | VANGUARD SCOTTSDALE FDSetf | $466 | – | 7,414 | +100.0% | 0.04% | – |
| PNQI | New | INVESCO EXCHANGE TRADED FD Tetf | $466 | – | 3,304 | +100.0% | 0.04% | – |
| New | THERATECHNOLOGIES INCadr | $470 | – | 5,000 | +100.0% | 0.04% | – | |
| ALL | New | ALLSTATE CORPstock | $460 | – | 4,151 | +100.0% | 0.04% | – |
| QSR | New | RESTAURANT BRANDS INTL INCstock | $459 | – | 6,842 | +100.0% | 0.04% | – |
| JMUB | New | J P MORGAN EXCHANGE TRADED Fetf | $459 | – | 9,063 | +100.0% | 0.04% | – |
| JSMD | New | JANUS DETROIT STR TRetf | $448 | – | 7,984 | +100.0% | 0.04% | – |
| DKS | New | DICKS SPORTING GOODS INCstock | $452 | – | 3,186 | +100.0% | 0.04% | – |
| PSA | New | PUBLIC STORAGEstock | $460 | – | 1,522 | +100.0% | 0.04% | – |
| IAGG | New | ISHARES TRetf | $439 | – | 8,972 | +100.0% | 0.03% | – |
| VBK | New | VANGUARD INDEX FDSetf | $442 | – | 2,041 | +100.0% | 0.03% | – |
| LNG | New | CHENIERE ENERGY INCstock | $437 | – | 2,772 | +100.0% | 0.03% | – |
| FCOM | New | FIDELITY COVINGTON TRUSTstock | $436 | – | 11,907 | +100.0% | 0.03% | – |
| NVO | New | NOVO-NORDISK A Sadr | $436 | – | 2,743 | +100.0% | 0.03% | – |
| HAL | New | HALLIBURTON COstock | $443 | – | 14,003 | +100.0% | 0.03% | – |
| DHI | New | D R HORTON INCstock | $427 | – | 4,368 | +100.0% | 0.03% | – |
| JPUS | New | J P MORGAN EXCHANGE TRADED Fetf | $427 | – | 4,471 | +100.0% | 0.03% | – |
| DEO | New | DIAGEO PLCadr | $426 | – | 2,349 | +100.0% | 0.03% | – |
| DFS | New | DISCOVER FINL SVCSstock | $414 | – | 4,191 | +100.0% | 0.03% | – |
| ITA | New | ISHARES TRetf | $414 | – | 3,594 | +100.0% | 0.03% | – |
| MCK | New | MCKESSON CORPstock | $420 | – | 1,181 | +100.0% | 0.03% | – |
| XEL | New | XCEL ENERGY INCstock | $411 | – | 6,095 | +100.0% | 0.03% | – |
| PPA | New | INVESCO EXCHANGE TRADED FD Tetf | $416 | – | 5,166 | +100.0% | 0.03% | – |
| NEAR | New | ISHARES U S ETF TRetf | $420 | – | 8,476 | +100.0% | 0.03% | – |
| PAYX | New | PAYCHEX INCstock | $414 | – | 3,614 | +100.0% | 0.03% | – |
| AFL | New | AFLAC INCstock | $421 | – | 6,523 | +100.0% | 0.03% | – |
| AMAT | New | APPLIED MATLS INCstock | $396 | – | 3,222 | +100.0% | 0.03% | – |
| IBB | New | ISHARES TRetf | $404 | – | 3,126 | +100.0% | 0.03% | – |
| GD | New | GENERAL DYNAMICS CORPstock | $407 | – | 1,784 | +100.0% | 0.03% | – |
| FCOR | New | FIDELITY MERRIMACK STR TRetf | $399 | – | 8,651 | +100.0% | 0.03% | – |
| SDY | New | SPDR SER TRetf | $390 | – | 3,153 | +100.0% | 0.03% | – |
| VOE | New | VANGUARD INDEX FDSetf | $385 | – | 2,872 | +100.0% | 0.03% | – |
| PAYC | New | PAYCOM SOFTWARE INCstock | $394 | – | 1,297 | +100.0% | 0.03% | – |
| JMBS | New | JANUS DETROIT STR TRetf | $395 | – | 8,470 | +100.0% | 0.03% | – |
| CGNX | New | COGNEX CORPstock | $374 | – | 7,544 | +100.0% | 0.03% | – |
| CTVA | New | CORTEVA INCstock | $370 | – | 6,143 | +100.0% | 0.03% | – |
| ED | New | CONSOLIDATED EDISON INCstock | $369 | – | 3,859 | +100.0% | 0.03% | – |
| OKTA | New | OKTA INCstock | $369 | – | 4,284 | +100.0% | 0.03% | – |
| EWJ | New | ISHARES INCetf | $366 | – | 6,242 | +100.0% | 0.03% | – |
| IVE | New | ISHARES TRetf | $366 | – | 2,414 | +100.0% | 0.03% | – |
| SHE | New | SPDR SER TRetf | $368 | – | 4,443 | +100.0% | 0.03% | – |
| HZNP | New | HORIZON THERAPEUTICS PUB Letf | $357 | – | 3,268 | +100.0% | 0.03% | – |
| UNM | New | UNUM GROUPstock | $361 | – | 9,132 | +100.0% | 0.03% | – |
| New | GENERAL ELECTRIC COstock | $346 | – | 3,617 | +100.0% | 0.03% | – | |
| BLDR | New | BUILDERS FIRSTSOURCE INCstock | $344 | – | 3,874 | +100.0% | 0.03% | – |
| ACWI | New | ISHARES TRetf | $348 | – | 3,818 | +100.0% | 0.03% | – |
| ISRG | New | INTUITIVE SURGICAL INCstock | $337 | – | 1,321 | +100.0% | 0.03% | – |
| SCHF | New | SCHWAB STRATEGIC TRetf | $333 | – | 9,572 | +100.0% | 0.03% | – |
| VTHR | New | VANGUARD SCOTTSDALE FDSetf | $326 | – | 1,778 | +100.0% | 0.02% | – |
| VOT | New | VANGUARD INDEX FDSetf | $328 | – | 1,682 | +100.0% | 0.02% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Tetf | $311 | – | 2,060 | +100.0% | 0.02% | – |
| MKC | New | MCCORMICK & CO INCstock | $311 | – | 3,735 | +100.0% | 0.02% | – |
| New | COLLABORATIVE INVESTMNT SERstock | $313 | – | 12,500 | +100.0% | 0.02% | – | |
| KLAC | New | KLA CORPstock | $308 | – | 771 | +100.0% | 0.02% | – |
| EOG | New | EOG RES INCstock | $316 | – | 2,755 | +100.0% | 0.02% | – |
| PGR | New | PROGRESSIVE CORPstock | $314 | – | 2,193 | +100.0% | 0.02% | – |
| MPLX | New | MPLX LPstock | $314 | – | 9,125 | +100.0% | 0.02% | – |
| New | ADTRAN HOLDINGS INCstock | $309 | – | 19,469 | +100.0% | 0.02% | – | |
| ARKG | New | ARK ETF TRetf | $312 | – | 10,360 | +100.0% | 0.02% | – |
| PICK | New | ISHARES INCetf | $311 | – | 7,281 | +100.0% | 0.02% | – |
| JBL | New | JABIL INCstock | $299 | – | 3,387 | +100.0% | 0.02% | – |
| JMST | New | J P MORGAN EXCHANGE TRADED Fetf | $298 | – | 5,874 | +100.0% | 0.02% | – |
| IGSB | New | ISHARES TRetf | $295 | – | 5,834 | +100.0% | 0.02% | – |
| IYJ | New | ISHARES TRetf | $294 | – | 2,934 | +100.0% | 0.02% | – |
| New | INVESTMENT MANAGERS SER TR Ietf | $297 | – | 7,398 | +100.0% | 0.02% | – | |
| FNF | New | FIDELITY NATIONAL FINANCIALstock | $292 | – | 8,368 | +100.0% | 0.02% | – |
| SQ | New | BLOCK INCstock | $295 | – | 4,302 | +100.0% | 0.02% | – |
| CEIX | New | CONSOL ENERGY INC NEWstock | $303 | – | 5,200 | +100.0% | 0.02% | – |
| TRV | New | TRAVELERS COMPANIES INCstock | $293 | – | 1,712 | +100.0% | 0.02% | – |
| DON | New | WISDOMTREE TRetf | $296 | – | 7,232 | +100.0% | 0.02% | – |
| DOX | New | AMDOCS LTDetf | $300 | – | 3,119 | +100.0% | 0.02% | – |
| BEP | New | BROOKFIELD RENEWABLE PARTNERreit | $302 | – | 9,599 | +100.0% | 0.02% | – |
| ES | New | EVERSOURCE ENERGYstock | $282 | – | 3,597 | +100.0% | 0.02% | – |
| GLW | New | CORNING INCstock | $281 | – | 7,968 | +100.0% | 0.02% | – |
| IYK | New | ISHARES TRetf | $285 | – | 1,432 | +100.0% | 0.02% | – |
| ADSK | New | AUTODESK INCstock | $287 | – | 1,378 | +100.0% | 0.02% | – |
| CBRE | New | CBRE GROUP INCstock | $279 | – | 3,834 | +100.0% | 0.02% | – |
| HSY | New | HERSHEY COstock | $280 | – | 1,099 | +100.0% | 0.02% | – |
| BBY | New | BEST BUY INCstock | $290 | – | 3,705 | +100.0% | 0.02% | – |
| FCX | New | FREEPORT-MCMORAN INCstock | $287 | – | 7,009 | +100.0% | 0.02% | – |
| COF | New | CAPITAL ONE FINL CORPstock | $283 | – | 2,946 | +100.0% | 0.02% | – |
| IWB | New | ISHARES TRetf | $285 | – | 1,267 | +100.0% | 0.02% | – |
| REGL | New | PROSHARES TRetf | $274 | – | 3,868 | +100.0% | 0.02% | – |
| STZ | New | CONSTELLATION BRANDS INCstock | $273 | – | 1,209 | +100.0% | 0.02% | – |
| TROW | New | PRICE T ROWE GROUP INCstock | $266 | – | 2,359 | +100.0% | 0.02% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INCstock | $266 | – | 156 | +100.0% | 0.02% | – |
| VDE | New | VANGUARD WORLD FDSetf | $267 | – | 2,342 | +100.0% | 0.02% | – |
| EWX | New | SPDR INDEX SHS FDSetf | $272 | – | 5,367 | +100.0% | 0.02% | – |
| USIG | New | ISHARES TRetf | $266 | – | 5,244 | +100.0% | 0.02% | – |
| D | New | DOMINION ENERGY INCstock | $267 | – | 4,768 | +100.0% | 0.02% | – |
| WAL | New | WESTERN ALLIANCE BANCORPstock | $275 | – | 7,725 | +100.0% | 0.02% | – |
| DFAS | New | DIMENSIONAL ETF TRUSTetf | $278 | – | 5,284 | +100.0% | 0.02% | – |
| LW | New | LAMB WESTON HLDGS INCstock | $272 | – | 2,606 | +100.0% | 0.02% | – |
| AEP | New | AMERICAN ELEC PWR CO INCstock | $266 | – | 2,925 | +100.0% | 0.02% | – |
| MGK | New | VANGUARD WORLD FDetf | $266 | – | 1,300 | +100.0% | 0.02% | – |
| APLE | New | APPLE HOSPITALITY REIT INCreit | $275 | – | 17,750 | +100.0% | 0.02% | – |
| CLH | New | CLEAN HARBORS INCstock | $272 | – | 1,910 | +100.0% | 0.02% | – |
| SLB | New | SCHLUMBERGER LTDstock | $268 | – | 5,466 | +100.0% | 0.02% | – |
| VSGX | New | VANGUARD WORLD FDetf | $256 | – | 4,896 | +100.0% | 0.02% | – |
| FISV | New | FISERV INCstock | $262 | – | 2,317 | +100.0% | 0.02% | – |
| FSMB | New | FIRST TR EXCH TRADED FD IIIstock | $257 | – | 12,920 | +100.0% | 0.02% | – |
| BK | New | BANK NEW YORK MELLON CORPstock | $261 | – | 5,750 | +100.0% | 0.02% | – |
| ICVT | New | ISHARES TRetf | $260 | – | 3,582 | +100.0% | 0.02% | – |
| AQNU | New | ALGONQUIN PWR UTILS CORPreit | $255 | – | 8,552 | +100.0% | 0.02% | – |
| NVS | New | NOVARTIS AGadr | $240 | – | 2,606 | +100.0% | 0.02% | – |
| PBE | New | INVESCO EXCHANGE TRADED FD Tetf | $240 | – | 3,819 | +100.0% | 0.02% | – |
| MOAT | New | VANECK ETF TRUSTetf | $248 | – | 3,354 | +100.0% | 0.02% | – |
| EIX | New | EDISON INTLstock | $252 | – | 3,570 | +100.0% | 0.02% | – |
| K | New | KELLOGG COstock | $250 | – | 3,731 | +100.0% | 0.02% | – |
| AZO | New | AUTOZONE INCstock | $244 | – | 99 | +100.0% | 0.02% | – |
| MRVL | New | MARVELL TECHNOLOGY INCstock | $250 | – | 5,765 | +100.0% | 0.02% | – |
| VOX | New | VANGUARD WORLD FDSetf | $243 | – | 2,513 | +100.0% | 0.02% | – |
| BERY | New | BERRY GLOBAL GROUP INCstock | $248 | – | 4,208 | +100.0% | 0.02% | – |
| CNA | New | CNA FINL CORPstock | $246 | – | 6,304 | +100.0% | 0.02% | – |
| YUMC | New | YUM CHINA HLDGS INCstock | $235 | – | 3,708 | +100.0% | 0.02% | – |
| FLDR | New | FIDELITY MERRIMACK STR TRetf | $228 | – | 4,596 | +100.0% | 0.02% | – |
| ILMN | New | ILLUMINA INCstock | $232 | – | 997 | +100.0% | 0.02% | – |
| TXN | New | TEXAS INSTRS INCstock | $230 | – | 1,235 | +100.0% | 0.02% | – |
| ASML | New | ASML HOLDING N Vetf | $236 | – | 346 | +100.0% | 0.02% | – |
| EQNR | New | EQUINOR ASAadr | $232 | – | 8,147 | +100.0% | 0.02% | – |
| ISMD | New | NORTHERN LTS FD TR IVetf | $237 | – | 7,642 | +100.0% | 0.02% | – |
| PKG | New | PACKAGING CORP AMERstock | $231 | – | 1,661 | +100.0% | 0.02% | – |
| CG | New | CARLYLE GROUP INCstock | $237 | – | 7,631 | +100.0% | 0.02% | – |
| WTRG | New | ESSENTIAL UTILS INCstock | $232 | – | 5,310 | +100.0% | 0.02% | – |
| EVRG | New | EVERGY INCstock | $232 | – | 3,799 | +100.0% | 0.02% | – |
| ANIP | New | ANI PHARMACEUTICALS INCstock | $235 | – | 5,926 | +100.0% | 0.02% | – |
| SHOP | New | SHOPIFY INCstock | $229 | – | 4,787 | +100.0% | 0.02% | – |
| KWEB | New | KRANESHARES TRstock | $229 | – | 7,340 | +100.0% | 0.02% | – |
| CLOU | New | GLOBAL X FDSstock | $214 | – | 11,644 | +100.0% | 0.02% | – |
| FDHY | New | FIDELITY COVINGTON TRUSTetf | $218 | – | 4,624 | +100.0% | 0.02% | – |
| PXD | New | PIONEER NAT RES COstock | $215 | – | 1,050 | +100.0% | 0.02% | – |
| DBEF | New | DBX ETF TRetf | $220 | – | 6,264 | +100.0% | 0.02% | – |
| MAR | New | MARRIOTT INTL INC NEWstock | $225 | – | 1,357 | +100.0% | 0.02% | – |
| ARCH | New | ARCH RESOURCES INCstock | $221 | – | 1,683 | +100.0% | 0.02% | – |
| AMP | New | AMERIPRISE FINL INCstock | $225 | – | 735 | +100.0% | 0.02% | – |
| STE | New | STERIS PLCetf | $226 | – | 1,183 | +100.0% | 0.02% | – |
| APTV | New | APTIV PLCetf | $209 | – | 1,866 | +100.0% | 0.02% | – |
| WIRE | New | ENCORE WIRE CORPstock | $211 | – | 1,139 | +100.0% | 0.02% | – |
| LGLV | New | SPDR SER TRetf | $212 | – | 1,553 | +100.0% | 0.02% | – |
| ULTA | New | ULTA BEAUTY INCstock | $203 | – | 372 | +100.0% | 0.02% | – |
| TIPX | New | SPDR SER TRetf | $209 | – | 10,961 | +100.0% | 0.02% | – |
| AJG | New | GALLAGHER ARTHUR J & COstock | $202 | – | 1,054 | +100.0% | 0.02% | – |
| LKQ | New | LKQ CORPstock | $212 | – | 3,742 | +100.0% | 0.02% | – |
| SWKS | New | SKYWORKS SOLUTIONS INCstock | $205 | – | 1,733 | +100.0% | 0.02% | – |
| IUSV | New | ISHARES TRetf | $204 | – | 2,763 | +100.0% | 0.02% | – |
| NI | New | NISOURCE INCstock | $205 | – | 7,334 | +100.0% | 0.02% | – |
| FUMB | New | FIRST TR EXCH TRADED FD IIIetf | $209 | – | 10,485 | +100.0% | 0.02% | – |
| IOO | New | ISHARES TRetf | $203 | – | 2,896 | +100.0% | 0.02% | – |
| MP | New | MP MATERIALS CORPstock | $203 | – | 7,200 | +100.0% | 0.02% | – |
| New | PROSHARES TRetf | $213 | – | 5,333 | +100.0% | 0.02% | – | |
| PFXF | New | VANECK ETF TRUSTetf | $195 | – | 11,026 | +100.0% | 0.02% | – |
| NOK | New | NOKIA CORPadr | $193 | – | 39,264 | +100.0% | 0.02% | – |
| CDE | New | COEUR MNG INCstock | $200 | – | 50,200 | +100.0% | 0.02% | – |
| SPE | New | SPECIAL OPPORTUNITIES FD INCstock | $190 | – | 17,369 | +100.0% | 0.02% | – |
| LCII | New | LCI INDSstock | $200 | – | 1,822 | +100.0% | 0.02% | – |
| FAX | New | ABRDN ASIA PACIFIC INCOME FUstock | $198 | – | 74,511 | +100.0% | 0.02% | – |
| ADX | New | ADAMS DIVERSIFIED EQUITY FDstock | $195 | – | 12,539 | +100.0% | 0.02% | – |
| GPP | New | GREEN PLAINS PARTNERS LPstock | $172 | – | 13,565 | +100.0% | 0.01% | – |
| FTF | New | FRANKLIN LTD DURATION INCOMEstock | $174 | – | 28,193 | +100.0% | 0.01% | – |
| WIW | New | WESTERN AST INFL LKD OPP & Istock | $163 | – | 17,800 | +100.0% | 0.01% | – |
| QS | New | QUANTUMSCAPE CORPstock | $162 | – | 19,852 | +100.0% | 0.01% | – |
| VIXY | New | PROSHARES TR IIetf | $162 | – | 17,905 | +100.0% | 0.01% | – |
| New | NUVEEN MULTI ASSET INCOME FUstock | $158 | – | 13,726 | +100.0% | 0.01% | – | |
| BGT | New | BLACKROCK FLOATING RATE INCstock | $155 | – | 13,867 | +100.0% | 0.01% | – |
| NYCB | New | NEW YORK CMNTY BANCORP INCstock | $152 | – | 16,836 | +100.0% | 0.01% | – |
| TSI | New | TCW STRATEGIC INCOME FD INCstock | $156 | – | 33,231 | +100.0% | 0.01% | – |
| PTY | New | PIMCO CORPORATE & INCOME OPPstock | $157 | – | 12,606 | +100.0% | 0.01% | – |
| BDJ | New | BLACKROCK ENHANCED EQUITY DIstock | $139 | – | 16,232 | +100.0% | 0.01% | – |
| MPW | New | MEDICAL PPTYS TRUST INCstock | $146 | – | 17,738 | +100.0% | 0.01% | – |
| BYM | New | BLACKROCK MUN INCOME QUALITYstock | $143 | – | 12,520 | +100.0% | 0.01% | – |
| AVK | New | ADVENT CONV & INCOME FDstock | $137 | – | 11,814 | +100.0% | 0.01% | – |
| NUV | New | NUVEEN MUN VALUE FD INCstock | $141 | – | 16,050 | +100.0% | 0.01% | – |
| EVG | New | EATON VANCE SHORT DURATION Dstock | $135 | – | 12,963 | +100.0% | 0.01% | – |
| ORGN | New | ORIGIN MATERIALS INCstock | $132 | – | 30,916 | +100.0% | 0.01% | – |
| MDXG | New | MIMEDX GROUP INCstock | $126 | – | 36,945 | +100.0% | 0.01% | – |
| NAC | New | NUVEEN CA QUALTY MUN INCOMEstock | $131 | – | 11,939 | +100.0% | 0.01% | – |
| NZF | New | NUVEEN MUNICIPAL CREDIT INCstock | $125 | – | 10,436 | +100.0% | 0.01% | – |
| BNY | New | BLACKROCK N Y MUN INCOME TRUstock | $134 | – | 12,900 | +100.0% | 0.01% | – |
| PFL | New | PIMCO INCOME STRATEGY FDstock | $135 | – | 16,641 | +100.0% | 0.01% | – |
| ETW | New | EATON VANCE TAX-MANAGED GLOBstock | $134 | – | 16,541 | +100.0% | 0.01% | – |
| IGD | New | VOYA GLBL EQTY DIV & PREM OPstock | $115 | – | 22,630 | +100.0% | 0.01% | – |
| NMZ | New | NUVEEN MUN HIGH INCOME OPPORstock | $114 | – | 10,547 | +100.0% | 0.01% | – |
| PCK | New | PIMCO CALIF MUN INCOME FD IIstock | $112 | – | 18,059 | +100.0% | 0.01% | – |
| OMER | New | OMEROS CORPstock | $116 | – | 24,865 | +100.0% | 0.01% | – |
| PBRA | New | PETROLEO BRASILEIRO SA PETROadr | $116 | – | 12,518 | +100.0% | 0.01% | – |
| NIO | New | NIO INCstock | $111 | – | 10,520 | +100.0% | 0.01% | – |
| DHF | New | BNY MELLON HIGH YIELD STRATEstock | $111 | – | 51,113 | +100.0% | 0.01% | – |
| OPK | New | OPKO HEALTH INCstock | $110 | – | 75,200 | +100.0% | 0.01% | – |
| MCN | New | MADISON COVERED CALL & EQUITetf | $108 | – | 13,556 | +100.0% | 0.01% | – |
| BBDC | New | BARINGS BDC INCstock | $85 | – | 10,705 | +100.0% | 0.01% | – |
| HL | New | HECLA MNG COstock | $82 | – | 13,009 | +100.0% | 0.01% | – |
| SVM | New | SILVERCORP METALS INCstock | $76 | – | 20,000 | +100.0% | 0.01% | – |
| LEO | New | BNY MELLON STRATEGIC MUNS INstock | $84 | – | 13,445 | +100.0% | 0.01% | – |
| New | WESTERN DIGITAL CORP.adr | $79 | – | 82,000 | +100.0% | 0.01% | – | |
| HYB | New | NEW AMER HIGH INCOME FD INCstock | $74 | – | 10,874 | +100.0% | 0.01% | – |
| SLI | New | STANDARD LITHIUM LTDstock | $74 | – | 19,391 | +100.0% | 0.01% | – |
| New | FS CREDIT OPPORTUNITIES CORPstock | $59 | – | 13,278 | +100.0% | 0.01% | – | |
| KNOP | New | KNOT OFFSHORE PARTNERS LPstock | $61 | – | 11,379 | +100.0% | 0.01% | – |
| UVXY | New | PROSHARES TR IIetf | $63 | – | 13,500 | +100.0% | 0.01% | – |
| GASS | New | STEALTHGAS INCetf | $53 | – | 20,300 | +100.0% | 0.00% | – |
| TEI | New | TEMPLETON EMERGING MKTS INCOstock | $52 | – | 10,260 | +100.0% | 0.00% | – |
| NGD | New | NEW GOLD INC CDAstock | $55 | – | 50,000 | +100.0% | 0.00% | – |
| New | PROSPECT CAP CORPadr | $49 | – | 50,000 | +100.0% | 0.00% | – | |
| New | ELECTRA BATTERY MATERIALS COstock | $38 | – | 18,450 | +100.0% | 0.00% | – | |
| GERN | New | GERON CORPstock | $37 | – | 17,000 | +100.0% | 0.00% | – |
| SIRI | New | SIRIUS XM HOLDINGS INCstock | $44 | – | 11,069 | +100.0% | 0.00% | – |
| DNN | New | DENISON MINES CORPstock | $22 | – | 20,000 | +100.0% | 0.00% | – |
| New | ARES CAPITAL CORPadr | $30 | – | 30,000 | +100.0% | 0.00% | – | |
| KNDI | New | KANDI TECHNOLOGIES GROUP INCstock | $31 | – | 11,100 | +100.0% | 0.00% | – |
| New | TMC THE METALS COMPANY INCstock | $8 | – | 10,000 | +100.0% | 0.00% | – | |
| TGB | New | TASEKO MINES LTDstock | $17 | – | 10,000 | +100.0% | 0.00% | – |
| WPRT | New | WESTPORT FUEL SYSTEMS INCstock | $17 | – | 18,000 | +100.0% | 0.00% | – |
| AGRI | New | AGRIFORCE GROWING SYSTEMS LTstock | $14 | – | 20,000 | +100.0% | 0.00% | – |
| ISR | New | PERSPECTIVE THERAPEUTICS INCstock | $19 | – | 30,000 | +100.0% | 0.00% | – |
| GSAT | New | GLOBALSTAR INCstock | $14 | – | 11,700 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corporation | 30 | Q2 2024 | 3.9% |
| SPDR S&P 500 ETF TR | 30 | Q2 2024 | 2.0% |
| Verizon Communicatn | 30 | Q2 2024 | 1.9% |
| The Coca-Cola Co | 30 | Q2 2024 | 1.9% |
| CHEVRON CORP NEW COM | 30 | Q2 2024 | 1.9% |
| EXXON MOBIL CORP COM | 30 | Q2 2024 | 1.6% |
| JOHNSON & JOHNSON COM | 30 | Q2 2024 | 1.5% |
| AT&T INC COM | 30 | Q2 2024 | 1.9% |
| United Parcel SRVC Class B | 30 | Q2 2024 | 1.2% |
| ALTRIA GROUP INC COM | 30 | Q2 2024 | 1.9% |
View Sowell Financial Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-19 |
| 13F-HR | 2024-08-13 |
| 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 |
View Sowell Financial Services LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.