$1.79 Billion is the total value of Sowell Financial Services LLC's 550 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 30.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $81,782,000 | +157257.8% | 421,624 | +33.8% | 4.56% | +13.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $62,365,000 | +138779.0% | 139,924 | +28.1% | 3.48% | +0.3% |
| WMT | Buy | WALMART INC | $56,559,000 | +185576.8% | 359,836 | +74.2% | 3.15% | +34.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $46,633,000 | +176674.1% | 126,064 | +53.4% | 2.60% | +27.8% |
| MSFT | Buy | MICROSOFT CORP | $43,672,000 | +145672.6% | 128,244 | +23.4% | 2.43% | +5.3% |
| AMZN | Buy | AMAZON COM INC | $29,236,000 | +165271.3% | 224,269 | +31.0% | 1.63% | +19.5% |
| FLOT | New | ISHARES TRfltg rate nt etf | $28,648,000 | – | 563,717 | +100.0% | 1.60% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $22,223,000 | +121663.2% | 65,172 | +10.3% | 1.24% | -12.0% |
| NVDA | Buy | NVIDIA CORPORATION | $20,388,000 | +239928.3% | 48,196 | +57.6% | 1.14% | +73.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $20,120,000 | +158838.3% | 45,224 | +46.3% | 1.12% | +14.8% |
| WLDR | Buy | TWO RDS SHARED TRaffinity world | $18,731,000 | +133112.4% | 718,225 | +25.9% | 1.04% | -3.8% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $18,461,000 | +198747.5% | 136,900 | +82.9% | 1.03% | +43.7% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $18,374,000 | – | 242,846 | +100.0% | 1.02% | – |
| STPZ | Buy | PIMCO ETF TR1-5 us tip idx | $16,432,000 | +142538.9% | 326,674 | +44.7% | 0.92% | +3.0% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $15,714,000 | +120276.9% | 313,403 | +20.8% | 0.88% | -13.0% |
| XOM | Buy | EXXON MOBIL CORP | $14,001,000 | +104745.0% | 130,557 | +7.2% | 0.78% | -24.3% |
| AGG | New | ISHARES TRcore us aggbd et | $13,923,000 | – | 142,142 | +100.0% | 0.78% | – |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $13,542,000 | +688009.8% | 186,479 | +593.3% | 0.76% | +396.7% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $13,219,000 | +162056.5% | 48,037 | +44.0% | 0.74% | +17.2% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $13,070,000 | +1686351.6% | 46,190 | +1387.6% | 0.73% | +1115.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $13,010,000 | +150705.6% | 78,605 | +41.2% | 0.72% | +8.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $12,114,000 | +176308.9% | 101,199 | +52.9% | 0.68% | +27.4% |
| CVX | Buy | CHEVRON CORP NEW | $12,075,000 | +121599.3% | 76,740 | +26.2% | 0.67% | -12.1% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $12,080,000 | +189538.9% | 250,821 | +74.9% | 0.67% | +36.8% |
| PGHY | Buy | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $11,697,000 | +149688.7% | 603,539 | +48.6% | 0.65% | +8.1% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $11,643,000 | +124650.9% | 116,714 | +24.1% | 0.65% | -9.9% |
| QEFA | Buy | SPDR INDEX SHS FDSmsci eafe strtgc | $11,646,000 | +150287.4% | 166,562 | +49.1% | 0.65% | +8.5% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $11,442,000 | +161236.7% | 63,833 | +74.6% | 0.64% | +16.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $11,213,000 | +134477.5% | 301,493 | +40.7% | 0.62% | -2.8% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $11,076,000 | +140780.2% | 72,878 | +22.4% | 0.62% | +1.6% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $10,533,000 | +186258.8% | 47,842 | +78.5% | 0.59% | +34.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $10,423,000 | +136469.7% | 71,673 | +22.4% | 0.58% | -1.4% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $10,374,000 | +184359.5% | 113,233 | +86.8% | 0.58% | +33.2% |
| KO | Buy | COCA COLA CO | $10,350,000 | +105674.1% | 170,552 | +8.1% | 0.58% | -23.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $10,148,000 | +143091.8% | 83,888 | +23.1% | 0.57% | +3.5% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $9,102,000 | +158250.7% | 64,059 | +53.9% | 0.51% | +14.2% |
| GLD | Buy | SPDR GOLD TR | $8,915,000 | +155783.9% | 50,006 | +60.2% | 0.50% | +12.7% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $8,799,000 | +197808.2% | 50,608 | +71.9% | 0.49% | +42.9% |
| TSLA | Buy | TESLA INC | $8,662,000 | +163953.0% | 33,091 | +30.0% | 0.48% | +18.7% |
| BAC | Buy | BANK AMERICA CORP | $8,588,000 | +118946.3% | 299,348 | +18.7% | 0.48% | -14.0% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $8,478,000 | +224126.4% | 153,228 | +121.3% | 0.47% | +62.0% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $8,332,000 | +125647.1% | 102,672 | +28.3% | 0.46% | -9.2% |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $8,182,000 | +171179.0% | 221,199 | +64.0% | 0.46% | +23.6% |
| SBUX | Buy | STARBUCKS CORP | $8,166,000 | +101152.3% | 82,435 | +6.4% | 0.46% | -26.8% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $8,139,000 | +535360.5% | 145,134 | +427.0% | 0.45% | +288.0% |
| ABBV | Buy | ABBVIE INC | $7,921,000 | +116111.9% | 58,795 | +37.5% | 0.44% | -16.0% |
| CSCO | Buy | CISCO SYS INC | $7,778,000 | +118847.9% | 150,331 | +20.2% | 0.43% | -14.1% |
| MRK | Buy | MERCK & CO INC | $7,673,000 | +120336.4% | 66,074 | +10.3% | 0.43% | -13.0% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $7,531,000 | +102965.6% | 126,513 | +3.0% | 0.42% | -25.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $7,281,000 | +122537.7% | 13,523 | +13.2% | 0.41% | -11.4% |
| SGOV | New | ISHARES TR0-3 mnth treasry | $7,262,000 | – | 72,165 | +100.0% | 0.40% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $7,168,000 | +172789.5% | 14,913 | +70.0% | 0.40% | +25.0% |
| BA | Buy | BOEING CO | $7,114,000 | +114790.2% | 33,692 | +15.6% | 0.40% | -16.9% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $7,083,000 | +139466.5% | 37,824 | +33.0% | 0.40% | +0.8% |
| BUFD | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $7,038,000 | +202432.4% | 326,727 | +92.1% | 0.39% | +46.3% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $6,868,000 | +151846.9% | 171,314 | +52.2% | 0.38% | +9.7% |
| RAVI | Buy | FLEXSHARES TRflexshares ultra | $6,639,000 | +106911.6% | 88,575 | +6.8% | 0.37% | -22.8% |
| MCD | Buy | MCDONALDS CORP | $6,606,000 | +122802.3% | 22,138 | +15.2% | 0.37% | -11.3% |
| LEXI | New | LISTED FD TRalexis practical | $6,597,000 | – | 265,106 | +100.0% | 0.37% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $6,592,000 | +208705.8% | 66,155 | +102.6% | 0.37% | +50.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $6,570,000 | +113489.2% | 16,705 | +5.0% | 0.37% | -17.9% |
| PEP | Buy | PEPSICO INC | $6,460,000 | +132767.1% | 34,877 | +30.8% | 0.36% | -4.0% |
| V | Buy | VISA INC | $6,391,000 | +125905.5% | 26,915 | +19.6% | 0.36% | -9.0% |
| PFE | Buy | PFIZER INC | $6,372,000 | +111532.8% | 173,735 | +24.2% | 0.36% | -19.3% |
| FB | Buy | META PLATFORMS INCcl a | $6,155,000 | +197492.3% | 21,446 | +45.9% | 0.34% | +42.9% |
| ONEQ | Buy | FIDELITY COMWLTH TR | $6,133,000 | +857662.2% | 113,405 | +660.7% | 0.34% | +521.8% |
| T | Buy | AT&T INC | $6,117,000 | +132130.9% | 383,521 | +59.6% | 0.34% | -4.5% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $6,086,000 | +164120.2% | 134,349 | +64.0% | 0.34% | +18.5% |
| Buy | DIMENSIONAL ETF TRUST | $5,870,000 | +118629.8% | 140,666 | +20.9% | 0.33% | -14.2% | |
| ET | Buy | ENERGY TRANSFER L P | $5,831,000 | +125758.0% | 459,132 | +23.6% | 0.32% | -9.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $5,740,000 | +131160.0% | 58,096 | +29.2% | 0.32% | -5.0% |
| MUB | Buy | ISHARES TRnational mun etf | $5,666,000 | +657208.6% | 53,089 | +563.5% | 0.32% | +371.6% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $5,460,000 | +366343.0% | 307,610 | +254.0% | 0.30% | +164.3% |
| QCOM | Buy | QUALCOMM INC | $5,402,000 | +137320.5% | 45,380 | +47.3% | 0.30% | -0.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $5,375,000 | +147605.4% | 35,425 | +44.7% | 0.30% | +6.8% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $5,313,000 | +152353.4% | 57,865 | +52.5% | 0.30% | +10.0% |
| WFC | Buy | WELLS FARGO CO NEW | $5,271,000 | +143602.3% | 123,510 | +25.9% | 0.29% | +3.9% |
| SHV | New | ISHARES TRshort treas bd | $5,238,000 | – | 47,423 | +100.0% | 0.29% | – |
| BTZ | Buy | BLACKROCK CR ALLOCATION INCO | $5,230,000 | +107380.5% | 515,293 | +9.0% | 0.29% | -22.1% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $5,236,000 | +148904.0% | 49,368 | +48.2% | 0.29% | +7.7% |
| HD | Buy | HOME DEPOT INC | $5,241,000 | +156722.3% | 16,872 | +49.0% | 0.29% | +13.2% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $5,206,000 | +280546.9% | 69,352 | +182.4% | 0.29% | +102.8% |
| IUSB | Buy | ISHARES TRcore total usd | $5,165,000 | +267378.0% | 113,591 | +171.4% | 0.29% | +93.3% |
| DIS | Buy | DISNEY WALT CO | $5,009,000 | +126230.4% | 56,103 | +41.7% | 0.28% | -8.8% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $4,915,000 | +203841.9% | 94,321 | +88.5% | 0.27% | +47.3% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $4,878,000 | +112115.3% | 179,675 | +5.3% | 0.27% | -18.8% |
| LLY | Buy | LILLY ELI & CO | $4,860,000 | +198429.4% | 10,362 | +45.4% | 0.27% | +43.4% |
| MO | Buy | ALTRIA GROUP INC | $4,850,000 | +110833.2% | 104,903 | +7.1% | 0.27% | -19.9% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $4,764,000 | +148635.6% | 13,824 | +43.6% | 0.27% | +7.7% |
| QLD | Buy | PROSHARES TR | $4,723,000 | +302850.6% | 73,361 | +133.3% | 0.26% | +119.2% |
| IWP | New | ISHARES TRrus md cp gr etf | $4,690,000 | – | 48,530 | +100.0% | 0.26% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $4,670,000 | – | 57,593 | +100.0% | 0.26% | – |
| TSN | Buy | TYSON FOODS INCcl a | $4,655,000 | +150401.1% | 91,202 | +74.9% | 0.26% | +8.4% |
| LOW | Buy | LOWES COS INC | $4,628,000 | +210359.3% | 20,506 | +86.5% | 0.26% | +51.8% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $4,600,000 | +131932.1% | 34,377 | +29.3% | 0.26% | -4.8% |
| IEMG | Buy | ISHARES INCcore msci emkt | $4,560,000 | +140727.7% | 92,521 | +39.4% | 0.25% | +1.6% |
| GIS | Buy | GENERAL MLS INC | $4,376,000 | +96139.3% | 57,059 | +7.2% | 0.24% | -30.5% |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $4,361,000 | +101531.3% | 91,245 | +1.5% | 0.24% | -26.6% |
| DOW | Buy | DOW INC | $4,196,000 | +111793.3% | 78,794 | +15.2% | 0.23% | -19.0% |
| ICSH | Buy | ISHARES TRblackrock ultra | $4,153,000 | +118017.2% | 82,565 | +18.0% | 0.23% | -14.4% |
| KHC | Buy | KRAFT HEINZ CO | $4,052,000 | +95805.3% | 114,142 | +4.5% | 0.23% | -30.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $3,948,000 | +138963.1% | 58,487 | +37.7% | 0.22% | +0.5% |
| MMM | Buy | 3M CO | $3,943,000 | +122964.9% | 39,396 | +29.2% | 0.22% | -10.9% |
| IHDG | New | WISDOMTREE TRitl hdg qtly div | $3,937,000 | – | 98,008 | +100.0% | 0.22% | – |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $3,883,000 | +128391.1% | 81,868 | +29.5% | 0.22% | -7.3% |
| F | Buy | FORD MTR CO DEL | $3,829,000 | +153121.3% | 253,082 | +27.6% | 0.21% | +10.4% |
| FDX | Buy | FEDEX CORP | $3,769,000 | +155130.6% | 15,125 | +42.3% | 0.21% | +12.3% |
| SJNK | Buy | SPDR SER TRbloomberg sht te | $3,751,000 | +227647.4% | 151,872 | +129.0% | 0.21% | +64.6% |
| INTC | Buy | INTEL CORP | $3,709,000 | +118854.5% | 110,914 | +16.2% | 0.21% | -14.1% |
| DDEC | Buy | FIRST TR EXCHNG TRADED FD VIft cboe deep bfr | $3,644,000 | +1524586.2% | 107,932 | +1347.4% | 0.20% | +1027.8% |
| CVS | Buy | CVS HEALTH CORP | $3,623,000 | +155527.1% | 52,410 | +67.3% | 0.20% | +12.2% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $3,594,000 | +360381.4% | 18,676 | +200.1% | 0.20% | +159.7% |
| CRM | Buy | SALESFORCE INC | $3,590,000 | +152083.1% | 16,995 | +44.0% | 0.20% | +9.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $3,478,000 | +185690.6% | 13,304 | +77.8% | 0.19% | +34.7% |
| AMGN | Buy | AMGEN INC | $3,455,000 | +156234.8% | 15,563 | +70.2% | 0.19% | +12.9% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $3,448,000 | +214728.7% | 70,536 | +114.9% | 0.19% | +54.8% |
| USMV | Buy | ISHARES TRmsci usa min vol | $3,453,000 | +231956.5% | 46,460 | +127.2% | 0.19% | +67.0% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $3,420,000 | +144447.8% | 23,238 | +28.2% | 0.19% | +4.4% |
| TFLO | New | ISHARES TRtrs flt rt bd | $3,361,000 | – | 66,331 | +100.0% | 0.19% | – |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $3,328,000 | +469956.5% | 77,043 | +343.2% | 0.19% | +238.2% |
| SLV | Buy | ISHARES SILVER TRishares | $3,319,000 | +129751.3% | 158,874 | +37.5% | 0.18% | -6.1% |
| DVY | Buy | ISHARES TRselect divid etf | $3,293,000 | +112135.9% | 29,065 | +16.1% | 0.18% | -18.6% |
| FTLS | New | FIRST TR EXCH TRADED FD IIIlng/sht equity | $3,281,000 | – | 62,150 | +100.0% | 0.18% | – |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $3,259,000 | +150431.2% | 24,943 | +31.3% | 0.18% | +9.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $3,262,000 | +138061.8% | 36,352 | +48.5% | 0.18% | 0.0% |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $3,263,000 | – | 56,514 | +100.0% | 0.18% | – |
| HDV | Buy | ISHARES TRcore high dv etf | $3,238,000 | +148160.1% | 32,136 | +49.6% | 0.18% | +6.5% |
| MET | Buy | METLIFE INC | $3,212,000 | +104118.0% | 56,813 | +6.8% | 0.18% | -24.8% |
| CAT | Buy | CATERPILLAR INC | $3,183,000 | +150681.6% | 12,939 | +40.2% | 0.18% | +8.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,120,000 | +169097.4% | 19,123 | +59.7% | 0.17% | +22.5% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,102,000 | +110212.9% | 20,742 | +6.7% | 0.17% | -20.3% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $3,087,000 | +204066.7% | 29,989 | +111.0% | 0.17% | +47.0% |
| SYY | Buy | SYSCO CORP | $3,064,000 | +173203.2% | 41,295 | +80.4% | 0.17% | +25.7% |
| IYW | Buy | ISHARES TRu.s. tech etf | $3,041,000 | +381935.2% | 27,937 | +225.9% | 0.17% | +178.7% |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $3,032,000 | +112446.4% | 97,837 | +4.5% | 0.17% | -18.8% |
| ITA | Buy | ISHARES TRus aer def etf | $3,018,000 | +728885.5% | 25,869 | +619.8% | 0.17% | +425.0% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $3,007,000 | +105334.8% | 22,657 | +2.8% | 0.17% | -23.6% |
| EFG | Buy | ISHARES TReafe grwth etf | $2,902,000 | +131093.5% | 30,420 | +28.8% | 0.16% | -5.3% |
| IEF | New | ISHARES TR7-10 yr trsy bd | $2,844,000 | – | 29,444 | +100.0% | 0.16% | – |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $2,810,000 | +179682.5% | 25,986 | +82.3% | 0.16% | +29.8% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $2,822,000 | +138369.1% | 84,209 | +24.5% | 0.16% | 0.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $2,799,000 | +111015.5% | 36,327 | +8.4% | 0.16% | -19.6% |
| MDT | Buy | MEDTRONIC PLC | $2,791,000 | +285863.1% | 31,600 | +161.0% | 0.16% | +108.0% |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $2,764,000 | – | 54,787 | +100.0% | 0.15% | – |
| SSO | Buy | PROSHARES TR | $2,758,000 | +169102.5% | 47,426 | +46.0% | 0.15% | +22.2% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $2,728,000 | +199607.2% | 30,453 | +86.8% | 0.15% | +44.8% |
| PFF | Buy | ISHARES TRpfd and incm sec | $2,709,000 | +198652.8% | 87,599 | +100.6% | 0.15% | +43.8% |
| USB | Buy | US BANCORP DEL | $2,685,000 | +298897.8% | 80,877 | +224.7% | 0.15% | +117.4% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $2,692,000 | +156320.7% | 42,088 | +69.5% | 0.15% | +12.8% |
| ILCG | Buy | ISHARES TRmorningstar grwt | $2,681,000 | +138453.0% | 43,009 | +23.0% | 0.15% | 0.0% |
| New | LITMAN GREGORY FDS TRimgp dbi managed | $2,664,000 | – | 96,431 | +100.0% | 0.15% | – | |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $2,677,000 | +189087.3% | 88,903 | +103.3% | 0.15% | +36.7% |
| UL | Buy | UNILEVER PLCspon adr new | $2,657,000 | +137070.9% | 50,971 | +36.7% | 0.15% | -0.7% |
| RYLD | New | GLOBAL X FDSrussell 2000 | $2,585,000 | – | 142,882 | +100.0% | 0.14% | – |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $2,573,000 | +256174.9% | 35,237 | +144.7% | 0.14% | +85.7% |
| ESGU | Buy | ISHARES TResg awr msci usa | $2,574,000 | +167260.2% | 26,409 | +55.3% | 0.14% | +20.2% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $2,550,000 | +189773.4% | 100,497 | +93.0% | 0.14% | +36.5% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $2,538,000 | +708838.5% | 108,870 | +601.2% | 0.14% | +403.6% | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $2,494,000 | +139855.1% | 12,754 | +46.2% | 0.14% | +1.5% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $2,502,000 | +140461.8% | 16,437 | +143.0% | 0.14% | +1.5% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $2,467,000 | +165359.4% | 33,264 | +66.7% | 0.14% | +20.0% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $2,470,000 | +207812.5% | 43,753 | +98.8% | 0.14% | +50.0% |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $2,439,000 | +558023.6% | 13,474 | +440.5% | 0.14% | +300.0% |
| SO | Buy | SOUTHERN CO | $2,360,000 | +122243.2% | 33,588 | +21.2% | 0.13% | -11.4% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $2,373,000 | +300660.5% | 22,806 | +202.7% | 0.13% | +116.4% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $2,355,000 | +122876.5% | 21,940 | +15.9% | 0.13% | -11.5% |
| OKE | Buy | ONEOK INC NEW | $2,339,000 | +100028.4% | 37,900 | +3.1% | 0.13% | -27.8% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $2,341,000 | +125355.5% | 20,583 | +8.1% | 0.13% | -9.7% |
| BST | New | BLACKROCK SCIENCE & TECHNOLO | $2,296,000 | – | 66,656 | +100.0% | 0.13% | – |
| ROST | Buy | ROSS STORES INC | $2,285,000 | +267151.5% | 20,382 | +153.1% | 0.13% | +92.4% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $2,270,000 | +280493.3% | 12,070 | +148.4% | 0.13% | +104.8% |
| KRE | Buy | SPDR SER TRs&p regl bkg | $2,280,000 | +1008749.6% | 55,852 | +981.8% | 0.13% | +647.1% |
| FFTY | Buy | INNOVATOR ETFS TRibd 50 etf | $2,263,000 | +166911.1% | 88,483 | +54.4% | 0.13% | +20.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $2,254,000 | +105671.9% | 85,536 | +4.0% | 0.13% | -23.2% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $2,238,000 | +117318.7% | 13,180 | +3.4% | 0.12% | -15.0% |
| JPS | Buy | NUVEEN PFD & INCOME SECS FD | $2,229,000 | +191559.5% | 347,244 | +92.9% | 0.12% | +37.8% |
| EEMS | Buy | ISHARES INCem mkt sm-cp etf | $2,214,000 | +107219.4% | 41,327 | +0.9% | 0.12% | -22.6% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $2,200,000 | +124193.8% | 65,249 | +18.5% | 0.12% | -10.2% |
| IFRA | Buy | ISHARES TRus infrastruc | $2,196,000 | +967300.9% | 56,197 | +824.3% | 0.12% | +577.8% |
| IXUS | Buy | ISHARES TRcore msci total | $2,181,000 | +754571.3% | 34,823 | +646.0% | 0.12% | +454.5% |
| APH | Buy | AMPHENOL CORP NEWcl a | $2,154,000 | +107277.9% | 25,296 | +3.1% | 0.12% | -22.6% |
| SMDV | New | PROSHARES TRruss 2000 divd | $2,149,000 | – | 36,337 | +100.0% | 0.12% | – |
| C | Buy | CITIGROUP INC | $2,161,000 | +112687.1% | 46,932 | +14.9% | 0.12% | -18.9% |
| WPC | Buy | WP CAREY INC | $2,134,000 | +915779.8% | 31,104 | +935.8% | 0.12% | +561.1% |
| CWB | Buy | SPDR SER TRbbg conv sec etf | $2,100,000 | +135646.6% | 30,026 | +30.2% | 0.12% | -1.7% |
| PHDG | Buy | INVESCO ACTIVELY MANAGED ETFs&p500 downsid | $2,098,000 | +109114.0% | 62,982 | +7.8% | 0.12% | -20.9% |
| GUNR | Buy | FLEXSHARES TRmornstar upstr | $2,100,000 | +97257.4% | 52,400 | +2.7% | 0.12% | -29.5% |
| SCHY | New | SCHWAB STRATEGIC TRinternl divid | $2,078,000 | – | 86,797 | +100.0% | 0.12% | – |
| MS | Buy | MORGAN STANLEY | $2,088,000 | +149256.2% | 24,450 | +53.6% | 0.12% | +7.4% |
| QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $2,070,000 | +109831.0% | 19,360 | +3.5% | 0.12% | -20.7% |
| UTG | Buy | REAVES UTIL INCOME FD | $2,062,000 | +125939.1% | 75,218 | +30.5% | 0.12% | -8.7% |
| FEZ | Buy | SPDR INDEX SHS FDSeuro stoxx 50 | $2,069,000 | +164892.0% | 45,008 | +61.1% | 0.12% | +18.6% |
| WM | Buy | WASTE MGMT INC DEL | $2,070,000 | +452854.0% | 11,934 | +326.2% | 0.12% | +228.6% |
| NKE | Buy | NIKE INCcl b | $2,004,000 | +174009.5% | 18,103 | +92.8% | 0.11% | +25.8% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $2,001,000 | +270305.4% | 42,483 | +157.7% | 0.11% | +96.5% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $2,005,000 | +134916.8% | 20,544 | +37.2% | 0.11% | -2.6% |
| ISCF | Buy | ISHARES TRinternational sl | $2,015,000 | +148389.3% | 65,327 | +49.7% | 0.11% | +6.7% |
| KR | Buy | KROGER CO | $1,986,000 | +117973.7% | 42,254 | +24.0% | 0.11% | -14.6% |
| COP | Buy | CONOCOPHILLIPS | $1,971,000 | +152928.0% | 18,920 | +45.7% | 0.11% | +11.1% |
| OXY | Buy | OCCIDENTAL PETE CORP | $1,933,000 | +102938.4% | 32,773 | +9.0% | 0.11% | -25.5% |
| GOLD | Buy | BARRICK GOLD CORP | $1,903,000 | +134673.4% | 112,433 | +47.8% | 0.11% | -2.8% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,899,000 | +216928.6% | 10,904 | +105.7% | 0.11% | +55.9% |
| IUSG | New | ISHARES TRcore s&p us gwt | $1,876,000 | – | 19,217 | +100.0% | 0.10% | – |
| HACK | Buy | ETF MANAGERS TRprime cybr scrty | $1,880,000 | +277186.1% | 37,169 | +162.2% | 0.10% | +101.9% |
| DNOV | New | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $1,870,000 | – | 51,517 | +100.0% | 0.10% | – |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $1,869,000 | +639968.5% | 45,086 | +543.5% | 0.10% | +352.2% |
| DG | Buy | DOLLAR GEN CORP NEW | $1,844,000 | +180154.2% | 10,860 | +123.3% | 0.10% | +30.4% |
| TGT | Buy | TARGET CORP | $1,839,000 | +100172.6% | 13,939 | +25.9% | 0.10% | -27.5% |
| XLC | Buy | SELECT SECTOR SPDR TR | $1,833,000 | +113188.0% | 28,160 | +0.9% | 0.10% | -18.4% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,815,000 | +150148.3% | 29,748 | +36.3% | 0.10% | +8.6% |
| ORCL | Buy | ORACLE CORP | $1,776,000 | +180571.4% | 14,914 | +41.0% | 0.10% | +30.3% |
| ABT | Buy | ABBOTT LABS | $1,775,000 | +116599.5% | 16,278 | +8.4% | 0.10% | -15.4% |
| FJUN | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $1,779,000 | +128347.7% | 43,069 | +19.0% | 0.10% | -7.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,767,000 | +119940.8% | 18,042 | +20.0% | 0.10% | -14.0% |
| PBTP | Buy | INVESCO EXCH TRADED FD TR IIpurbta 0 5 yr | $1,766,000 | +110899.4% | 72,118 | +13.1% | 0.10% | -20.3% |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $1,754,000 | – | 54,328 | +100.0% | 0.10% | – |
| XYLD | New | GLOBAL X FDSs&p 500 covered | $1,739,000 | – | 42,374 | +100.0% | 0.10% | – |
| DT | New | DYNATRACE INC | $1,746,000 | – | 33,926 | +100.0% | 0.10% | – |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,743,000 | +101949.2% | 44,061 | +1.8% | 0.10% | -26.5% |
| MBB | Buy | ISHARES TRmbs etf | $1,743,000 | +134702.8% | 18,687 | +36.9% | 0.10% | -3.0% |
| SXI | New | STANDEX INTL CORP | $1,746,000 | – | 12,339 | +100.0% | 0.10% | – |
| FE | Buy | FIRSTENERGY CORP | $1,728,000 | +118908.3% | 44,432 | +22.6% | 0.10% | -14.3% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,712,000 | +135773.0% | 24,287 | +23.2% | 0.10% | -2.1% |
| DAL | Buy | DELTA AIR LINES INC DEL | $1,685,000 | +179155.3% | 35,454 | +31.7% | 0.09% | +28.8% |
| EDOW | Buy | FIRST TR EXCHANGE TRADED FDdow 30 eql wgt | $1,678,000 | +128778.6% | 55,724 | +26.5% | 0.09% | -6.0% |
| PCAR | Buy | PACCAR INC | $1,642,000 | +125627.4% | 19,627 | +10.0% | 0.09% | -8.9% |
| EFV | Buy | ISHARES TReafe value etf | $1,658,000 | +106523.8% | 33,872 | +5.7% | 0.09% | -23.3% |
| LEMB | New | ISHARES INCjp morgan em etf | $1,626,000 | – | 43,923 | +100.0% | 0.09% | – |
| New | CAPITAL GROUP GBL GROWTH EQT | $1,639,000 | – | 67,164 | +100.0% | 0.09% | – | |
| EMXC | New | ISHARES INCmsci emrg chn | $1,602,000 | – | 30,824 | +100.0% | 0.09% | – |
| NEE | Buy | NEXTERA ENERGY INC | $1,592,000 | +132788.1% | 21,454 | +38.0% | 0.09% | -3.3% |
| FFC | Buy | FLAHERTY & CRUMRINE PFD SECS | $1,605,000 | +99342.4% | 116,796 | +0.1% | 0.09% | -28.8% |
| STT | Buy | STATE STR CORP | $1,599,000 | +256150.0% | 21,836 | +164.9% | 0.09% | +85.4% |
| DIVO | New | AMPLIFY ETF TRcwp enhanced div | $1,570,000 | – | 43,601 | +100.0% | 0.09% | – |
| Buy | SHELL PLCspon ads | $1,557,000 | +142613.1% | 25,785 | +36.0% | 0.09% | +3.6% | |
| GOF | New | GUGGENHEIM STRATEGIC OPPORTU | $1,559,000 | – | 98,055 | +100.0% | 0.09% | – |
| CAG | Buy | CONAGRA BRANDS INC | $1,541,000 | +210419.1% | 45,713 | +134.5% | 0.09% | +53.6% |
| XBI | Buy | SPDR SER TRs&p biotech | $1,518,000 | +167264.9% | 18,249 | +53.3% | 0.08% | +21.4% |
| SRE | Buy | SEMPRA | $1,529,000 | +122810.0% | 10,499 | +27.6% | 0.08% | -11.5% |
| CWST | New | CASELLA WASTE SYS INCcl a | $1,503,000 | – | 16,615 | +100.0% | 0.08% | – |
| UBER | Buy | UBER TECHNOLOGIES INC | $1,510,000 | +163852.2% | 34,973 | +20.4% | 0.08% | +18.3% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $1,485,000 | +133323.2% | 25,182 | +34.6% | 0.08% | -3.5% |
| DEI | Buy | DOUGLAS EMMETT INC | $1,488,000 | +120191.0% | 116,615 | +16.3% | 0.08% | -12.6% |
| TMHC | New | TAYLOR MORRISON HOME CORP | $1,481,000 | – | 30,375 | +100.0% | 0.08% | – |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,475,000 | +134235.2% | 22,546 | +38.9% | 0.08% | -3.5% |
| IPAY | Buy | ETF MANAGERS TRprime mobile pay | $1,476,000 | +132276.7% | 34,573 | +29.2% | 0.08% | -4.7% |
| IXN | New | ISHARES TRglobal tech etf | $1,473,000 | – | 23,692 | +100.0% | 0.08% | – |
| FEN | Buy | FIRST TR ENERGY INCOME & GRO | $1,456,000 | +107911.9% | 104,522 | +0.7% | 0.08% | -22.1% |
| XSOE | New | WISDOMTREE TRem ex st-owned | $1,457,000 | – | 52,133 | +100.0% | 0.08% | – |
| GSIE | New | GOLDMAN SACHS ETF TRactivebeta int | $1,445,000 | – | 46,094 | +100.0% | 0.08% | – |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $1,443,000 | +102971.4% | 27,529 | +5.4% | 0.08% | -25.9% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,413,000 | +118739.4% | 14,569 | +12.8% | 0.08% | -14.1% |
| HOMB | Buy | HOME BANCSHARES INC | $1,414,000 | +193864.3% | 62,000 | +84.7% | 0.08% | +41.1% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $1,423,000 | +580716.3% | 30,518 | +488.1% | 0.08% | +315.8% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $1,403,000 | +114524.2% | 36,125 | +11.5% | 0.08% | -17.0% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $1,397,000 | +173872.6% | 45,054 | +65.4% | 0.08% | +25.8% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $1,366,000 | +105220.0% | 16,482 | +2.5% | 0.08% | -24.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,365,000 | +318081.8% | 20,461 | +261.9% | 0.08% | +130.3% |
| UCON | Buy | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $1,344,000 | +105064.3% | 55,590 | +5.3% | 0.08% | -24.2% |
| UDN | New | INVESCO DB US DLR INDEX TRbearish fd | $1,325,000 | – | 70,461 | +100.0% | 0.07% | – |
| NEM | Buy | NEWMONT CORP | $1,328,000 | +93751.6% | 31,122 | +7.8% | 0.07% | -32.1% |
| GPN | Buy | GLOBAL PMTS INC | $1,336,000 | +241491.3% | 13,558 | +158.1% | 0.07% | +72.1% |
| OLN | Buy | OLIN CORP | $1,327,000 | +94080.3% | 25,818 | +1.7% | 0.07% | -32.1% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $1,329,000 | +142649.7% | 19,807 | +39.5% | 0.07% | +2.8% |
| DVN | Buy | DEVON ENERGY CORP NEW | $1,306,000 | +100671.6% | 27,025 | +5.5% | 0.07% | -27.0% |
| DXCM | New | DEXCOM INC | $1,318,000 | – | 10,257 | +100.0% | 0.07% | – |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,313,000 | +161798.9% | 12,957 | +48.7% | 0.07% | +15.9% |
| NUDM | New | NUSHARES ETF TRnuveen esg intl | $1,308,000 | – | 45,150 | +100.0% | 0.07% | – |
| Buy | GSK PLCsponsored adr | $1,316,000 | +278124.1% | 36,784 | +176.7% | 0.07% | +102.8% | |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,284,000 | +416783.1% | 37,342 | +313.6% | 0.07% | +200.0% |
| IEI | New | ISHARES TR3 7 yr treas bd | $1,272,000 | – | 11,038 | +100.0% | 0.07% | – |
| SUSB | New | ISHARES TResg awre 1 5 yr | $1,278,000 | – | 53,444 | +100.0% | 0.07% | – |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,251,000 | +147249.8% | 43,911 | +78.9% | 0.07% | +6.1% |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $1,249,000 | – | 24,878 | +100.0% | 0.07% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $1,252,000 | +105554.0% | 72,708 | +7.5% | 0.07% | -23.1% |
| CEQP | Buy | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $1,235,000 | +106182.3% | 46,630 | +0.1% | 0.07% | -23.3% |
| DVA | New | DAVITA INC | $1,228,000 | – | 12,220 | +100.0% | 0.07% | – |
| KNG | New | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $1,214,000 | – | 22,965 | +100.0% | 0.07% | – |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $1,203,000 | +165147.3% | 40,250 | +70.8% | 0.07% | +19.6% |
| LIT | New | GLOBAL X FDSlithium btry etf | $1,161,000 | – | 17,817 | +100.0% | 0.06% | – |
| SCHW | Buy | SCHWAB CHARLES CORP | $1,162,000 | +250871.9% | 20,505 | +132.2% | 0.06% | +80.6% |
| MPC | Buy | MARATHON PETE CORP | $1,170,000 | +127768.9% | 10,034 | +47.8% | 0.06% | -8.5% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $1,168,000 | +132627.3% | 35,177 | +40.4% | 0.06% | -4.4% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $1,169,000 | +335819.5% | 12,189 | +219.3% | 0.06% | +140.7% |
| Buy | DIMENSIONAL ETF TRUSTus real estate e | $1,145,000 | +101048.4% | 53,189 | +1.0% | 0.06% | -26.4% | |
| SNY | Buy | SANOFIsponsored adr | $1,144,000 | +334402.9% | 21,217 | +237.3% | 0.06% | +146.2% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $1,139,000 | +311102.2% | 18,400 | +194.8% | 0.06% | +125.0% |
| GILD | Buy | GILEAD SCIENCES INC | $1,131,000 | +124185.7% | 14,669 | +33.8% | 0.06% | -10.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,131,000 | +117345.5% | 15,598 | +15.8% | 0.06% | -14.9% |
| TQQQ | Buy | PROSHARES TRultrapro qqq | $1,119,000 | +389795.5% | 27,286 | +168.7% | 0.06% | +181.8% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $1,115,000 | +239170.4% | 15,751 | +112.4% | 0.06% | +72.2% |
| SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $1,113,000 | – | 12,257 | +100.0% | 0.06% | – |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $1,088,000 | +109136.9% | 11,843 | +11.6% | 0.06% | -20.8% |
| FIF | Buy | FIRST TR ENERGY INFRASTRCTR | $1,094,000 | +106840.4% | 74,423 | +4.3% | 0.06% | -22.8% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,079,000 | +140945.8% | 25,963 | +28.7% | 0.06% | +1.7% |
| TJX | Buy | TJX COS INC NEW | $1,080,000 | +118581.3% | 12,733 | +9.6% | 0.06% | -14.3% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $1,084,000 | +101113.8% | 13,714 | +2.7% | 0.06% | -27.7% |
| BX | Buy | BLACKSTONE INC | $1,080,000 | +105990.4% | 11,612 | +0.2% | 0.06% | -24.1% |
| PSX | Buy | PHILLIPS 66 | $1,075,000 | +119211.9% | 11,275 | +26.8% | 0.06% | -14.3% |
| BXMT | New | BLACKSTONE MTG TR INC | $1,062,000 | – | 49,575 | +100.0% | 0.06% | – |
| BAX | Buy | BAXTER INTL INC | $1,063,000 | +231490.4% | 23,164 | +104.7% | 0.06% | +68.6% |
| EVT | Buy | EATON VANCE TAX ADVT DIV INC | $1,067,000 | +107244.1% | 46,901 | +6.7% | 0.06% | -23.4% |
| UNM | Buy | UNUM GROUP | $1,053,000 | +291589.8% | 22,067 | +141.6% | 0.06% | +110.7% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $1,049,000 | +160297.6% | 10,724 | +48.4% | 0.06% | +16.0% |
| WMB | New | WILLIAMS COS INC | $1,046,000 | – | 32,057 | +100.0% | 0.06% | – |
| PDP | Buy | INVESCO EXCHANGE TRADED FD Tdwa momentum | $1,034,000 | +109783.1% | 12,766 | +3.0% | 0.06% | -20.5% |
| GBIL | New | GOLDMAN SACHS ETF TRacces treasury | $1,042,000 | – | 10,408 | +100.0% | 0.06% | – |
| GDXJ | Buy | VANECK ETF TRUSTjunior gold mine | $1,015,000 | +90202.5% | 28,469 | +0.0% | 0.06% | -34.5% |
| IDV | Buy | ISHARES TRintl sel div etf | $1,028,000 | +184460.1% | 39,059 | +92.6% | 0.06% | +32.6% |
| PRGO | Buy | PERRIGO CO PLC | $1,023,000 | +259544.7% | 30,130 | +174.6% | 0.06% | +90.0% |
| BTU | Buy | PEABODY ENERGY CORP | $1,018,000 | +85231.1% | 46,997 | +0.8% | 0.06% | -38.0% |
| EEMV | Buy | ISHARES INCmsci emerg mrkt | $1,025,000 | +284622.2% | 18,646 | +182.7% | 0.06% | +103.6% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $1,028,000 | +286251.0% | 22,552 | +189.1% | 0.06% | +103.6% |
| EXC | Buy | EXELON CORP | $1,029,000 | +113853.5% | 25,270 | +17.3% | 0.06% | -18.6% |
| TTE | New | TOTALENERGIES SEsponsored ads | $1,009,000 | – | 17,492 | +100.0% | 0.06% | – |
| ESGD | Buy | ISHARES TResg aw msci eafe | $1,012,000 | +200693.7% | 13,882 | +97.7% | 0.06% | +43.6% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $1,013,000 | +118518.3% | 21,953 | +20.6% | 0.06% | -15.2% |
| RY | New | ROYAL BK CDA | $998,000 | – | 10,448 | +100.0% | 0.06% | – |
| FDVV | Buy | FIDELITY COVINGTON TRUSThigh divid etf | $984,000 | +170142.2% | 24,749 | +63.0% | 0.06% | +22.2% |
| QJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $988,000 | – | 42,070 | +100.0% | 0.06% | – |
| DGRO | Buy | ISHARES TRcore div grwth | $970,000 | +237063.8% | 18,827 | +130.1% | 0.05% | +68.8% |
| IGIB | New | ISHARES TR | $956,000 | – | 18,904 | +100.0% | 0.05% | – |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $950,000 | +140640.7% | 34,220 | +42.0% | 0.05% | +1.9% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $959,000 | +154328.3% | 13,397 | +49.9% | 0.05% | +10.4% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $925,000 | +106712.9% | 12,226 | +1.8% | 0.05% | -22.4% |
| BBY | Buy | BEST BUY INC | $936,000 | +322658.6% | 11,242 | +203.4% | 0.05% | +136.4% |
| O | Buy | REALTY INCOME CORP | $906,000 | +134922.4% | 15,093 | +42.5% | 0.05% | -1.9% |
| IQLT | New | ISHARES TRmsci intl qualty | $899,000 | – | 25,240 | +100.0% | 0.05% | – |
| SCI | New | SERVICE CORP INTL | $902,000 | – | 13,969 | +100.0% | 0.05% | – |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $893,000 | +311049.8% | 22,338 | +218.7% | 0.05% | +127.3% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $890,000 | +132340.5% | 17,219 | +22.6% | 0.05% | -3.8% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $871,000 | +131869.7% | 11,534 | +39.2% | 0.05% | -3.9% |
| PNW | Buy | PINNACLE WEST CAP CORP | $873,000 | +111252.0% | 10,712 | +8.3% | 0.05% | -18.3% |
| BSM | New | BLACK STONE MINERALS L P | $872,000 | – | 54,653 | +100.0% | 0.05% | – |
| FLRG | New | FIDELITY COVINGTON TRUSTfidelity us mltf | $853,000 | – | 32,700 | +100.0% | 0.05% | – |
| TTD | Buy | THE TRADE DESK INC | $835,000 | +237791.7% | 10,817 | +87.9% | 0.05% | +74.1% |
| ETRN | Buy | EQUITRANS MIDSTREAM CORP | $839,000 | +167031.5% | 87,739 | +1.0% | 0.05% | +20.5% |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $849,000 | – | 11,711 | +100.0% | 0.05% | – |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $831,000 | +121391.2% | 20,243 | +21.9% | 0.05% | -13.2% |
| FPF | Buy | FIRST TR INTER DURATN PFD & | $815,000 | +98449.0% | 52,558 | +0.2% | 0.04% | -29.7% |
| ICVT | Buy | ISHARES TRconv bd etf | $812,000 | +312207.7% | 10,634 | +196.9% | 0.04% | +125.0% |
| FTNT | Buy | FORTINET INC | $801,000 | +141921.3% | 10,591 | +24.7% | 0.04% | +2.3% |
| PPL | Buy | PPL CORP | $788,000 | +173086.8% | 29,488 | +80.0% | 0.04% | +25.7% |
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $787,000 | – | 18,800 | +100.0% | 0.04% | – |
| ARCC | Buy | ARES CAPITAL CORP | $777,000 | +105758.3% | 41,364 | +3.0% | 0.04% | -24.6% |
| TPR | Buy | TAPESTRY INC | $769,000 | +151576.5% | 17,967 | +52.8% | 0.04% | +10.3% |
| HPS | Buy | HANCOCK JOHN PFD INCOME FD I | $780,000 | +114269.5% | 55,033 | +18.0% | 0.04% | -18.9% |
| NUMV | New | NUSHARES ETF TRnuveen esg midvl | $752,000 | – | 25,382 | +100.0% | 0.04% | – |
| New | INVESTMENT MANAGERS SER TR Iaxs green alpha | $746,000 | – | 23,023 | +100.0% | 0.04% | – | |
| HPQ | Buy | HP INC | $762,000 | +163419.3% | 24,604 | +54.9% | 0.04% | +16.7% |
| DD | Buy | DUPONT DE NEMOURS INC | $739,000 | +148891.9% | 10,344 | +49.6% | 0.04% | +7.9% |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $739,000 | – | 12,834 | +100.0% | 0.04% | – |
| PULS | New | PGIM ETF TRpgim ultra sh bd | $742,000 | – | 15,014 | +100.0% | 0.04% | – |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $743,000 | +106347.0% | 14,472 | +7.3% | 0.04% | -24.1% |
| RQI | Buy | COHEN & STEERS QUALITY INCOM | $727,000 | +98409.5% | 62,660 | +1.2% | 0.04% | -28.1% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $731,000 | +107400.0% | 11,457 | +15.7% | 0.04% | -21.2% |
| EWY | New | ISHARES INCmsci sth kor etf | $720,000 | – | 11,359 | +100.0% | 0.04% | – |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $693,000 | +287451.9% | 10,269 | +188.2% | 0.04% | +105.3% |
| FSTA | New | FIDELITY COVINGTON TRUSTconsmr staples | $693,000 | – | 15,250 | +100.0% | 0.04% | – |
| Buy | BROOKFIELD CORPcl a ltd vt sh | $699,000 | +109118.8% | 20,777 | +5.8% | 0.04% | -20.4% | |
| VRP | New | INVESCO EXCH TRADED FD TR IIvar rate pfd | $691,000 | – | 31,043 | +100.0% | 0.04% | – |
| COLB | Buy | COLUMBIA BKG SYS INC | $680,000 | +156221.8% | 33,517 | +65.2% | 0.04% | +11.8% |
| COG | New | COTERRA ENERGY INC | $684,000 | – | 27,021 | +100.0% | 0.04% | – |
| IGF | Buy | ISHARES TRglb infrastr etf | $679,000 | +114209.8% | 14,457 | +16.1% | 0.04% | -17.4% |
| BHK | Buy | BLACKROCK CORE BD TR | $668,000 | +98135.3% | 62,782 | +0.1% | 0.04% | -28.8% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $671,000 | +227357.6% | 31,871 | +124.8% | 0.04% | +60.9% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $661,000 | +300354.5% | 18,699 | +198.5% | 0.04% | +117.6% |
| HAL | Buy | HALLIBURTON CO | $639,000 | +144143.8% | 19,383 | +38.4% | 0.04% | +5.9% |
| IEZ | Buy | ISHARES TRus oil eq&sv etf | $642,000 | +113932.0% | 31,905 | +9.5% | 0.04% | -16.3% |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $624,000 | – | 21,677 | +100.0% | 0.04% | – |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $620,000 | +137068.1% | 31,996 | +40.6% | 0.04% | 0.0% |
| JHMM | New | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $634,000 | – | 12,759 | +100.0% | 0.04% | – |
| ESGE | Buy | ISHARES INCesg awr msci em | $632,000 | +283308.1% | 19,981 | +182.0% | 0.04% | +105.9% |
| EWX | Buy | SPDR INDEX SHS FDSs&p emktsc etf | $614,000 | +225635.3% | 11,700 | +118.0% | 0.03% | +61.9% |
| BP | Buy | BP PLCsponsored adr | $616,000 | +116346.1% | 17,465 | +25.3% | 0.03% | -17.1% |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $588,000 | +98557.7% | 53,633 | +0.1% | 0.03% | -28.3% |
| GEL | Buy | GENESIS ENERGY L Punit ltd partn | $570,000 | +121955.7% | 59,732 | +44.2% | 0.03% | -11.1% |
| RC | Buy | READY CAPITAL CORP | $570,000 | +115284.6% | 49,275 | +1.4% | 0.03% | -15.8% |
| PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $581,000 | +116566.7% | 24,634 | +17.1% | 0.03% | -15.8% |
| MAIN | New | MAIN STR CAP CORP | $561,000 | – | 14,003 | +100.0% | 0.03% | – |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $565,000 | +138720.6% | 10,790 | +28.3% | 0.03% | 0.0% |
| NRZ | Buy | RITHM CAPITAL CORP | $564,000 | +121977.9% | 58,722 | +1.7% | 0.03% | -13.9% |
| AGNC | New | AGNC INVT CORP | $547,000 | – | 53,405 | +100.0% | 0.03% | – |
| IAGG | Buy | ISHARES TRcore intl aggr | $536,000 | +121995.7% | 10,876 | +21.2% | 0.03% | -11.8% |
| USXF | New | ISHARES TResg msci usa etf | $536,000 | – | 14,906 | +100.0% | 0.03% | – |
| MOS | Buy | MOSAIC CO NEW | $537,000 | +265741.6% | 15,340 | +248.2% | 0.03% | +87.5% |
| ORI | New | OLD REP INTL CORP | $539,000 | – | 21,434 | +100.0% | 0.03% | – |
| IYE | New | ISHARES TRu.s. energy etf | $517,000 | – | 12,088 | +100.0% | 0.03% | – |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $520,000 | – | 11,779 | +100.0% | 0.03% | – |
| Buy | PROSHARES TRbitcoin strate | $495,000 | +97533.1% | 29,147 | +0.7% | 0.03% | -28.2% | |
| LUV | Buy | SOUTHWEST AIRLS CO | $499,000 | +153912.3% | 13,709 | +37.7% | 0.03% | +12.0% |
| AWF | Buy | ALLIANCEBERNSTEIN GLOBAL HIG | $504,000 | +189373.7% | 50,617 | +85.3% | 0.03% | +33.3% |
| IQDG | New | WISDOMTREE TRintl qulty div | $494,000 | – | 14,347 | +100.0% | 0.03% | – |
| HYDB | New | ISHARES TRhigh yld bd fctr | $483,000 | – | 10,795 | +100.0% | 0.03% | – |
| Buy | WARNER BROS DISCOVERY INC | $490,000 | +122400.0% | 39,101 | +47.5% | 0.03% | -12.9% | |
| TFC | New | TRUIST FINL CORP | $478,000 | – | 15,738 | +100.0% | 0.03% | – |
| HMC | New | HONDA MOTOR LTD | $477,000 | – | 15,735 | +100.0% | 0.03% | – |
| DBC | Buy | INVESCO DB COMMDY INDX TRCKunit | $485,000 | +97094.4% | 21,361 | +1.7% | 0.03% | -30.8% |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $477,000 | – | 31,128 | +100.0% | 0.03% | – |
| RDNT | New | RADNET INC | $480,000 | – | 14,714 | +100.0% | 0.03% | – |
| MTCH | New | MATCH GROUP INC NEW | $471,000 | – | 11,256 | +100.0% | 0.03% | – |
| WCLD | New | WISDOMTREE TR | $469,000 | – | 14,783 | +100.0% | 0.03% | – |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $475,000 | +312400.0% | 42,239 | +150.9% | 0.03% | +116.7% |
| DVYE | Buy | ISHARES INCem mkts div etf | $470,000 | +159763.9% | 19,168 | +59.7% | 0.03% | +13.0% |
| New | INVESTMENT MANAGERS SER TR Iaxs astoria infl | $459,000 | – | 17,994 | +100.0% | 0.03% | – | |
| LEG | New | LEGGETT & PLATT INC | $441,000 | – | 14,654 | +100.0% | 0.02% | – |
| FAUG | New | FIRST TR EXCHNG TRADED FD VIvest us buffer | $445,000 | – | 11,529 | +100.0% | 0.02% | – |
| ENB | Buy | ENBRIDGE INC | $450,000 | +168439.3% | 12,108 | +72.8% | 0.02% | +19.0% |
| U | New | UNITY SOFTWARE INC | $455,000 | – | 10,468 | +100.0% | 0.02% | – |
| PAAS | Buy | PAN AMERN SILVER CORP | $447,000 | +80731.8% | 30,656 | +1.0% | 0.02% | -41.9% |
| ESML | New | ISHARES TResg aware msci | $455,000 | – | 12,819 | +100.0% | 0.02% | – |
| TBF | Buy | PROSHARES TRshrt 20+yr tre | $446,000 | +109482.3% | 20,551 | +6.7% | 0.02% | -19.4% |
| BCD | Buy | ABRDN ETFS | $427,000 | +102053.1% | 13,381 | +6.2% | 0.02% | -25.0% |
| ESRT | New | EMPIRE ST RLTY TR INCcl a | $423,000 | – | 56,465 | +100.0% | 0.02% | – |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $415,000 | +105767.3% | 36,464 | +6.8% | 0.02% | -23.3% |
| PATH | New | UIPATH INCcl a | $411,000 | – | 24,792 | +100.0% | 0.02% | – |
| MUR | New | MURPHY OIL CORP | $410,000 | – | 10,718 | +100.0% | 0.02% | – |
| FSEP | New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $420,000 | – | 12,697 | +100.0% | 0.02% | – |
| AMLP | Buy | ALPS ETF TRalerian mlp | $403,000 | +142302.8% | 10,282 | +40.3% | 0.02% | 0.0% |
| MYY | Buy | PROSHARES TR | $394,000 | +96468.6% | 17,206 | +1.0% | 0.02% | -29.0% |
| HTGC | Buy | HERCULES CAPITAL INC | $400,000 | +151415.2% | 27,034 | +32.0% | 0.02% | +10.0% |
| PEY | Buy | INVESCO EXCHANGE TRADED FD Thig yld eq div | $370,000 | +131105.7% | 19,275 | +36.2% | 0.02% | -4.5% |
| AES | Buy | AES CORP | $379,000 | +116875.3% | 18,310 | +36.1% | 0.02% | -16.0% |
| HTD | Buy | HANCOCK JOHN TAX-ADVANTAGED | $367,000 | +95973.3% | 17,996 | +0.5% | 0.02% | -31.0% |
| PBRA | Buy | PETROLEO BRASILEIRO SA PETROsp adr non vtg | $351,000 | +302486.2% | 26,864 | +114.6% | 0.02% | +122.2% |
| TEVA | Buy | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $360,000 | +85818.9% | 47,807 | +0.9% | 0.02% | -37.5% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $361,000 | +115605.1% | 10,585 | +2.2% | 0.02% | -16.7% |
| JRI | Buy | NUVEEN REAL ASSET INCOME & G | $349,000 | +98209.9% | 30,367 | +0.4% | 0.02% | -29.6% |
| DES | New | WISDOMTREE TRus smallcap divd | $347,000 | – | 12,047 | +100.0% | 0.02% | – |
| MPB | New | MID PENN BANCORP INC | $334,000 | – | 15,114 | +100.0% | 0.02% | – |
| AXL | New | AMERICAN AXLE & MFG HLDGS IN | $347,000 | – | 42,000 | +100.0% | 0.02% | – |
| NAD | Buy | NUVEEN QUALITY MUNCP INCOME | $333,000 | +98130.1% | 29,453 | +0.2% | 0.02% | -26.9% |
| MPLX | Buy | MPLX LP | $344,000 | +109454.1% | 10,130 | +11.0% | 0.02% | -20.8% |
| SPIB | New | SPDR SER TRportfolio intrmd | $345,000 | – | 10,744 | +100.0% | 0.02% | – |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $319,000 | +218393.2% | 33,446 | +88.6% | 0.02% | +63.6% |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $327,000 | – | 16,201 | +100.0% | 0.02% | – | |
| KEY | Buy | KEYCORP | $314,000 | +93075.1% | 33,957 | +26.3% | 0.02% | -30.8% |
| PZC | Buy | PIMCO CALIF MUN INCOME FD II | $303,000 | +190466.0% | 43,368 | +112.1% | 0.02% | +41.7% |
| New | HALEON PLCspon ads | $297,000 | – | 35,427 | +100.0% | 0.02% | – | |
| FLQH | New | FRANKLIN TEMPLETON ETF TRintl cor div til | $301,000 | – | 10,298 | +100.0% | 0.02% | – |
| BEN | New | FRANKLIN RESOURCES INC | $302,000 | – | 11,171 | +100.0% | 0.02% | – |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $300,000 | +114842.5% | 14,538 | +6.3% | 0.02% | -15.0% | |
| ALLY | New | ALLY FINL INC | $282,000 | – | 10,458 | +100.0% | 0.02% | – |
| SNAP | Buy | SNAP INCcl a | $282,000 | +108780.3% | 23,804 | +3.1% | 0.02% | -20.0% |
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $285,000 | +127702.7% | 11,799 | +35.0% | 0.02% | -5.9% |
| SHYD | Buy | VANECK ETF TRUSTshrt hgh yld mun | $294,000 | +103057.9% | 13,200 | +3.4% | 0.02% | -27.3% |
| PDT | Buy | HANCOCK JOHN PREM DIVID FD | $271,000 | +98805.1% | 23,041 | +4.2% | 0.02% | -28.6% |
| SFNC | Buy | SIMMONS 1ST NATL CORPcl a $1 par | $270,000 | +135578.4% | 15,477 | +36.2% | 0.02% | 0.0% |
| EBND | New | SPDR SER TRbloomberg emergi | $265,000 | – | 12,534 | +100.0% | 0.02% | – |
| TGNA | New | TEGNA INC | $244,000 | – | 14,961 | +100.0% | 0.01% | – |
| QS | Buy | QUANTUMSCAPE CORP | $232,000 | +143109.9% | 29,013 | +46.1% | 0.01% | +8.3% |
| TEAF | New | ECOFIN SUSTAINABLE AND SOCIA | $237,000 | – | 19,026 | +100.0% | 0.01% | – |
| New | INVESCO ACTVELY MNGD ETC FDelc veh mtls cdt | $232,000 | – | 11,082 | +100.0% | 0.01% | – | |
| MMT | Buy | MFS MULTIMARKET INCOME TRsh ben int | $229,000 | +99900.0% | 50,792 | +0.9% | 0.01% | -27.8% |
| M | New | MACYS INC | $241,000 | – | 14,908 | +100.0% | 0.01% | – |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $220,000 | +103186.4% | 10,957 | +12.9% | 0.01% | -25.0% |
| GBDC | New | GOLUB CAP BDC INC | $209,000 | – | 15,503 | +100.0% | 0.01% | – |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $212,000 | +129961.3% | 21,446 | +45.4% | 0.01% | -7.7% |
| FAX | Buy | ABRDN ASIA PACIFIC INCOME FU | $202,000 | +101920.2% | 74,906 | +0.5% | 0.01% | -26.7% |
| CCL | New | CARNIVAL CORP | $204,000 | – | 10,846 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
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.