$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 82.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $12,712,000 | +85919.8% | 57,710 | -20.3% | 0.71% | -37.8% |
| VOO | Sell | VANGUARD INDEX FDS | $10,390,000 | +69566.1% | 25,414 | -35.9% | 0.58% | -49.7% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $9,082,000 | +97137.7% | 144,597 | -3.4% | 0.51% | -29.8% |
| IAU | Sell | ISHARES GOLD TRishares new | $5,701,000 | +94664.0% | 156,669 | -2.7% | 0.32% | -31.5% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $4,156,000 | +86267.4% | 43,708 | -15.0% | 0.23% | -37.5% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $3,878,000 | +98904.3% | 19,498 | -5.6% | 0.22% | -28.5% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $3,385,000 | +65450.0% | 46,566 | -33.4% | 0.19% | -52.5% |
| CLX | Sell | CLOROX CO DEL | $3,288,000 | +98579.5% | 20,674 | -1.8% | 0.18% | -28.8% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $3,027,000 | +82133.1% | 18,306 | -21.0% | 0.17% | -40.5% |
| FLC | Sell | FLAHERTY & CRUMRINE TOTAL RE | $3,027,000 | +97513.7% | 210,626 | -0.2% | 0.17% | -29.3% |
| JNK | Sell | SPDR SER TRbloomberg high y | $2,676,000 | +97957.9% | 29,082 | -1.1% | 0.15% | -29.4% |
| Sell | DIMENSIONAL ETF TRUSTintl core equity | $2,628,000 | +99634.3% | 108,286 | -1.1% | 0.15% | -28.1% | |
| BIBL | Sell | NORTHERN LTS FD TR IVinspire 100 etf | $2,363,000 | +90819.6% | 71,650 | -13.4% | 0.13% | -34.3% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $2,162,000 | +57815.9% | 13,701 | -44.1% | 0.12% | -58.0% |
| BIP | Sell | BROOKFIELD INFRAST PARTNERSlp int unit | $2,175,000 | +103867.5% | 59,586 | -3.8% | 0.12% | -24.8% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $2,093,000 | +77104.0% | 24,783 | -24.1% | 0.12% | -44.0% |
| TECL | Sell | DIREXION SHS ETF TRdly tech bull 3x | $2,006,000 | +121475.8% | 37,141 | -16.3% | 0.11% | -11.8% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $2,015,000 | +74309.2% | 26,661 | -24.7% | 0.11% | -46.4% |
| Sell | DIMENSIONAL ETF TRUSTemerging mkts co | $1,992,000 | +101222.5% | 82,848 | -0.6% | 0.11% | -27.0% | |
| TDTT | Sell | FLEXSHARES TRiboxx 3r targt | $1,816,000 | +79479.3% | 77,167 | -18.3% | 0.10% | -42.6% |
| ERC | Sell | ALLSPRING MULTI SECTOR INCOM | $1,653,000 | +101000.9% | 177,302 | -0.8% | 0.09% | -27.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,618,000 | +75331.2% | 39,768 | -25.1% | 0.09% | -45.8% |
| FTLB | Sell | FIRST TR EXCHANGE-TRADED FDnasdaq buywrite | $1,594,000 | +81895.9% | 80,470 | -19.8% | 0.09% | -40.7% |
| SRS | Sell | PROSHARES TRultsht real est | $1,556,000 | +97089.3% | 91,978 | -0.0% | 0.09% | -29.8% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,507,000 | +61335.0% | 32,638 | -39.9% | 0.08% | -55.6% |
| Sell | PROSHARES TRultrapro sht qqq | $1,480,000 | +61387.3% | 78,263 | -4.5% | 0.08% | -55.4% | |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $1,489,000 | +35076.0% | 19,796 | -64.1% | 0.08% | -74.6% |
| BLES | Sell | NORTHERN LTS FD TR IVinspire gbl hope | $1,477,000 | +91525.3% | 43,821 | -10.9% | 0.08% | -33.9% |
| MSOS | Sell | ADVISORSHARES TRpure us cannabis | $1,459,000 | +96586.5% | 263,350 | -0.7% | 0.08% | -30.2% |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $1,436,000 | +56324.4% | 50,776 | -42.3% | 0.08% | -59.2% |
| Sell | WISDOMTREE TRfloatng rat trea | $1,395,000 | +92838.0% | 27,730 | -7.2% | 0.08% | -32.8% | |
| PGF | Sell | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $1,321,000 | +96889.7% | 92,090 | -1.8% | 0.07% | -29.5% |
| TIP | Sell | ISHARES TRtips bd etf | $1,320,000 | +71834.6% | 12,269 | -26.3% | 0.07% | -47.9% |
| CNX | Sell | CNX RES CORP | $1,281,000 | +100134.7% | 72,302 | -9.3% | 0.07% | -28.3% |
| GOVT | Sell | ISHARES TRus treas bd etf | $1,268,000 | +95960.6% | 55,361 | -1.9% | 0.07% | -30.4% |
| SOXL | Sell | DIREXION SHS ETF TRdly scond 3xbu | $1,266,000 | +104614.6% | 50,970 | -22.8% | 0.07% | -23.7% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,140,000 | +44396.5% | 20,951 | -56.3% | 0.06% | -67.7% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,134,000 | +64258.7% | 10,261 | -36.4% | 0.06% | -53.7% |
| WIP | Sell | SPDR SER TRftse int gvt etf | $921,000 | +96339.8% | 22,047 | -0.2% | 0.05% | -31.1% |
| XT | Sell | ISHARES TRexponential tech | $871,000 | +104839.8% | 15,673 | -0.4% | 0.05% | -23.4% |
| Sell | DIGITALBRIDGE GROUP INCcl a new | $862,000 | +121996.3% | 58,575 | -0.5% | 0.05% | -11.1% | |
| MHLD | Sell | MAIDEN HOLDINGS LTD | $826,000 | +99900.0% | 393,195 | -0.5% | 0.05% | -28.1% |
| ICF | Sell | ISHARES TRcohen steer reit | $769,000 | +71501.5% | 13,832 | -28.5% | 0.04% | -48.2% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $777,000 | +42851.9% | 12,604 | -57.5% | 0.04% | -69.3% |
| HNDL | Sell | STRATEGY SHSns 7handl idx | $772,000 | +98495.1% | 37,983 | -1.8% | 0.04% | -28.3% |
| FSK | Sell | FS KKR CAP CORP | $656,000 | +100513.5% | 34,162 | -3.1% | 0.04% | -26.0% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $611,000 | +97816.7% | 21,233 | -0.5% | 0.03% | -29.2% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $589,000 | +19913.6% | 12,970 | -81.2% | 0.03% | -85.5% |
| HYLB | Sell | DBX ETF TRxtrack usd high | $598,000 | +26740.2% | 17,332 | -73.0% | 0.03% | -80.8% |
| PCY | Sell | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $571,000 | +97340.3% | 29,320 | -4.1% | 0.03% | -28.9% |
| VXZ | Sell | BARCLAYS BANK PLCipath b mid trm | $548,000 | +77520.4% | 30,891 | -0.1% | 0.03% | -42.6% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $512,000 | +63423.6% | 28,024 | -35.5% | 0.03% | -53.2% |
| PCEF | Sell | INVESCO EXCH TRADED FD TR II | $526,000 | +94334.5% | 29,113 | -4.7% | 0.03% | -32.6% |
| OZK | Sell | BANK OZK LITTLE ROCK ARK | $499,000 | +110298.2% | 12,434 | -5.8% | 0.03% | -20.0% |
| DSL | Sell | DOUBLELINE INCOME SOLUTIONS | $503,000 | +104040.8% | 42,238 | -0.5% | 0.03% | -24.3% |
| DNMR | Sell | DANIMER SCIENTIFIC INC | $477,000 | +33995.8% | 200,384 | -50.6% | 0.03% | -75.0% |
| ETG | Sell | EATON VANCE TX ADV GLBL DIV | $476,000 | +103153.8% | 28,530 | -0.1% | 0.03% | -25.0% |
| EVV | Sell | EATON VANCE LTD DURATION INC | $377,000 | +84429.1% | 40,241 | -11.0% | 0.02% | -38.2% |
| BAB | Sell | INVESCO EXCH TRADED FD TR IItaxable mun bd | $317,000 | +91784.1% | 11,933 | -7.0% | 0.02% | -33.3% |
| NVG | Sell | NUVEEN AMT FREE MUN CR INC F | $305,000 | +96114.5% | 25,934 | -3.6% | 0.02% | -29.2% |
| ORCC | Sell | OWL ROCK CAPITAL CORPORATION | $262,000 | +103868.3% | 19,080 | -4.6% | 0.02% | -21.1% |
| FDEV | Sell | FIDELITY COVINGTON TRUSTintl multifactor | $266,000 | +96276.8% | 10,235 | -5.1% | 0.02% | -28.6% |
| MRTN | Sell | MARTEN TRANS LTD | $262,000 | +14447.5% | 12,205 | -85.8% | 0.02% | -89.2% |
| CRK | Sell | COMSTOCK RES INC | $244,000 | +106917.5% | 21,022 | -0.5% | 0.01% | -22.2% |
| PHB | Sell | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $230,000 | +92269.5% | 13,151 | -7.5% | 0.01% | -31.6% |
| MDXG | Sell | MIMEDX GROUP INC | $215,000 | +170534.9% | 32,545 | -11.9% | 0.01% | +20.0% |
| AGRI | Exit | AGRIFORCE GROWING SYSTEMS LTstock | $0 | – | -20,000 | -100.0% | -0.00% | – |
| WPRT | Exit | WESTPORT FUEL SYSTEMS INCstock | $0 | – | -18,000 | -100.0% | -0.00% | – |
| ISR | Exit | PERSPECTIVE THERAPEUTICS INCstock | $0 | – | -30,000 | -100.0% | -0.00% | – |
| Exit | TMC THE METALS COMPANY INCstock | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| GSAT | Exit | GLOBALSTAR INCstock | $0 | – | -11,700 | -100.0% | -0.00% | – |
| TGB | Exit | TASEKO MINES LTDstock | $0 | – | -10,000 | -100.0% | -0.00% | – |
| DNN | Exit | DENISON MINES CORPstock | $0 | – | -20,000 | -100.0% | -0.00% | – |
| KNDI | Exit | KANDI TECHNOLOGIES GROUP INCstock | $0 | – | -11,100 | -100.0% | -0.00% | – |
| Exit | ARES CAPITAL CORPadr | $0 | – | -30,000 | -100.0% | -0.00% | – | |
| MNKD | Exit | MANNKIND CORPstock | $0 | – | -11,086 | -100.0% | -0.00% | – |
| SIRI | Exit | SIRIUS XM HOLDINGS INCstock | $0 | – | -11,069 | -100.0% | -0.00% | – |
| Exit | ELECTRA BATTERY MATERIALS COstock | $0 | – | -18,450 | -100.0% | -0.00% | – | |
| GERN | Exit | GERON CORPstock | $0 | – | -17,000 | -100.0% | -0.00% | – |
| TEI | Exit | TEMPLETON EMERGING MKTS INCOstock | $0 | – | -10,260 | -100.0% | -0.00% | – |
| GASS | Exit | STEALTHGAS INCetf | $0 | – | -20,300 | -100.0% | -0.00% | – |
| Exit | PROSPECT CAP CORPadr | $0 | – | -50,000 | -100.0% | -0.00% | – | |
| NGD | Exit | NEW GOLD INC CDAstock | $0 | – | -50,000 | -100.0% | -0.00% | – |
| UVXY | Exit | PROSHARES TR IIetf | $0 | – | -13,500 | -100.0% | -0.01% | – |
| KNOP | Exit | KNOT OFFSHORE PARTNERS LPstock | $0 | – | -11,379 | -100.0% | -0.01% | – |
| Exit | FS CREDIT OPPORTUNITIES CORPstock | $0 | – | -13,278 | -100.0% | -0.01% | – | |
| HYB | Exit | NEW AMER HIGH INCOME FD INCstock | $0 | – | -10,874 | -100.0% | -0.01% | – |
| SVM | Exit | SILVERCORP METALS INCstock | $0 | – | -20,000 | -100.0% | -0.01% | – |
| LEO | Exit | BNY MELLON STRATEGIC MUNS INstock | $0 | – | -13,445 | -100.0% | -0.01% | – |
| Exit | WESTERN DIGITAL CORP.adr | $0 | – | -82,000 | -100.0% | -0.01% | – | |
| HL | Exit | HECLA MNG COstock | $0 | – | -13,009 | -100.0% | -0.01% | – |
| SLI | Exit | STANDARD LITHIUM LTDstock | $0 | – | -19,391 | -100.0% | -0.01% | – |
| BBDC | Exit | BARINGS BDC INCstock | $0 | – | -10,705 | -100.0% | -0.01% | – |
| MCN | Exit | MADISON COVERED CALL & EQUITetf | $0 | – | -13,556 | -100.0% | -0.01% | – |
| OPK | Exit | OPKO HEALTH INCstock | $0 | – | -75,200 | -100.0% | -0.01% | – |
| DHF | Exit | BNY MELLON HIGH YIELD STRATEstock | $0 | – | -51,113 | -100.0% | -0.01% | – |
| NMZ | Exit | NUVEEN MUN HIGH INCOME OPPORstock | $0 | – | -10,547 | -100.0% | -0.01% | – |
| NIO | Exit | NIO INCstock | $0 | – | -10,520 | -100.0% | -0.01% | – |
| OMER | Exit | OMEROS CORPstock | $0 | – | -24,865 | -100.0% | -0.01% | – |
| IGD | Exit | VOYA GLBL EQTY DIV & PREM OPstock | $0 | – | -22,630 | -100.0% | -0.01% | – |
| PCK | Exit | PIMCO CALIF MUN INCOME FD IIstock | $0 | – | -18,059 | -100.0% | -0.01% | – |
| ORGN | Exit | ORIGIN MATERIALS INCstock | $0 | – | -30,916 | -100.0% | -0.01% | – |
| BNY | Exit | BLACKROCK N Y MUN INCOME TRUstock | $0 | – | -12,900 | -100.0% | -0.01% | – |
| EVG | Exit | EATON VANCE SHORT DURATION Dstock | $0 | – | -12,963 | -100.0% | -0.01% | – |
| PFL | Exit | PIMCO INCOME STRATEGY FDstock | $0 | – | -16,641 | -100.0% | -0.01% | – |
| NZF | Exit | NUVEEN MUNICIPAL CREDIT INCstock | $0 | – | -10,436 | -100.0% | -0.01% | – |
| ETW | Exit | EATON VANCE TAX-MANAGED GLOBstock | $0 | – | -16,541 | -100.0% | -0.01% | – |
| NAC | Exit | NUVEEN CA QUALTY MUN INCOMEstock | $0 | – | -11,939 | -100.0% | -0.01% | – |
| BDJ | Exit | BLACKROCK ENHANCED EQUITY DIstock | $0 | – | -16,232 | -100.0% | -0.01% | – |
| BYM | Exit | BLACKROCK MUN INCOME QUALITYstock | $0 | – | -12,520 | -100.0% | -0.01% | – |
| AVK | Exit | ADVENT CONV & INCOME FDstock | $0 | – | -11,814 | -100.0% | -0.01% | – |
| NUV | Exit | NUVEEN MUN VALUE FD INCstock | $0 | – | -16,050 | -100.0% | -0.01% | – |
| PTY | Exit | PIMCO CORPORATE & INCOME OPPstock | $0 | – | -12,606 | -100.0% | -0.01% | – |
| VIXY | Exit | PROSHARES TR IIetf | $0 | – | -17,905 | -100.0% | -0.01% | – |
| BGT | Exit | BLACKROCK FLOATING RATE INCstock | $0 | – | -13,867 | -100.0% | -0.01% | – |
| TSI | Exit | TCW STRATEGIC INCOME FD INCstock | $0 | – | -33,231 | -100.0% | -0.01% | – |
| Exit | NUVEEN MULTI ASSET INCOME FUstock | $0 | – | -13,726 | -100.0% | -0.01% | – | |
| FTF | Exit | FRANKLIN LTD DURATION INCOMEstock | $0 | – | -28,193 | -100.0% | -0.01% | – |
| WIW | Exit | WESTERN AST INFL LKD OPP & Istock | $0 | – | -17,800 | -100.0% | -0.01% | – |
| GPP | Exit | GREEN PLAINS PARTNERS LPstock | $0 | – | -13,565 | -100.0% | -0.01% | – |
| CDE | Exit | COEUR MNG INCstock | $0 | – | -50,200 | -100.0% | -0.02% | – |
| LCII | Exit | LCI INDSstock | $0 | – | -1,822 | -100.0% | -0.02% | – |
| PFXF | Exit | VANECK ETF TRUSTetf | $0 | – | -11,026 | -100.0% | -0.02% | – |
| NOK | Exit | NOKIA CORPadr | $0 | – | -39,264 | -100.0% | -0.02% | – |
| SPE | Exit | SPECIAL OPPORTUNITIES FD INCstock | $0 | – | -17,369 | -100.0% | -0.02% | – |
| LKQ | Exit | LKQ CORPstock | $0 | – | -3,742 | -100.0% | -0.02% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INCstock | $0 | – | -1,733 | -100.0% | -0.02% | – |
| APTV | Exit | APTIV PLCetf | $0 | – | -1,866 | -100.0% | -0.02% | – |
| IUSV | Exit | ISHARES TRetf | $0 | – | -2,763 | -100.0% | -0.02% | – |
| Exit | PROSHARES TRetf | $0 | – | -5,333 | -100.0% | -0.02% | – | |
| FUMB | Exit | FIRST TR EXCH TRADED FD IIIetf | $0 | – | -10,485 | -100.0% | -0.02% | – |
| AJG | Exit | GALLAGHER ARTHUR J & COstock | $0 | – | -1,054 | -100.0% | -0.02% | – |
| MP | Exit | MP MATERIALS CORPstock | $0 | – | -7,200 | -100.0% | -0.02% | – |
| ULTA | Exit | ULTA BEAUTY INCstock | $0 | – | -372 | -100.0% | -0.02% | – |
| WIRE | Exit | ENCORE WIRE CORPstock | $0 | – | -1,139 | -100.0% | -0.02% | – |
| LGLV | Exit | SPDR SER TRetf | $0 | – | -1,553 | -100.0% | -0.02% | – |
| IOO | Exit | ISHARES TRetf | $0 | – | -2,896 | -100.0% | -0.02% | – |
| TIPX | Exit | SPDR SER TRetf | $0 | – | -10,961 | -100.0% | -0.02% | – |
| DNP | Exit | DNP SELECT INCOME FD INCstock | $0 | – | -18,700 | -100.0% | -0.02% | – |
| NI | Exit | NISOURCE INCstock | $0 | – | -7,334 | -100.0% | -0.02% | – |
| NFG | Exit | NATIONAL FUEL GAS COstock | $0 | – | -3,790 | -100.0% | -0.02% | – |
| URA | Exit | GLOBAL X FDSstock | $0 | – | -10,752 | -100.0% | -0.02% | – |
| PXD | Exit | PIONEER NAT RES COstock | $0 | – | -1,050 | -100.0% | -0.02% | – |
| MAR | Exit | MARRIOTT INTL INC NEWstock | $0 | – | -1,357 | -100.0% | -0.02% | – |
| STE | Exit | STERIS PLCetf | $0 | – | -1,183 | -100.0% | -0.02% | – |
| AMP | Exit | AMERIPRISE FINL INCstock | $0 | – | -735 | -100.0% | -0.02% | – |
| CLOU | Exit | GLOBAL X FDSstock | $0 | – | -11,644 | -100.0% | -0.02% | – |
| FDHY | Exit | FIDELITY COVINGTON TRUSTetf | $0 | – | -4,624 | -100.0% | -0.02% | – |
| ARCH | Exit | ARCH RESOURCES INCstock | $0 | – | -1,683 | -100.0% | -0.02% | – |
| EQNR | Exit | EQUINOR ASAadr | $0 | – | -8,147 | -100.0% | -0.02% | – |
| ILMN | Exit | ILLUMINA INCstock | $0 | – | -997 | -100.0% | -0.02% | – |
| ISMD | Exit | NORTHERN LTS FD TR IVetf | $0 | – | -7,642 | -100.0% | -0.02% | – |
| SHOP | Exit | SHOPIFY INCstock | $0 | – | -4,787 | -100.0% | -0.02% | – |
| KWEB | Exit | KRANESHARES TRstock | $0 | – | -7,340 | -100.0% | -0.02% | – |
| CG | Exit | CARLYLE GROUP INCstock | $0 | – | -7,631 | -100.0% | -0.02% | – |
| FLDR | Exit | FIDELITY MERRIMACK STR TRetf | $0 | – | -4,596 | -100.0% | -0.02% | – |
| YUMC | Exit | YUM CHINA HLDGS INCstock | $0 | – | -3,708 | -100.0% | -0.02% | – |
| WTRG | Exit | ESSENTIAL UTILS INCstock | $0 | – | -5,310 | -100.0% | -0.02% | – |
| ASML | Exit | ASML HOLDING N Vetf | $0 | – | -346 | -100.0% | -0.02% | – |
| PKG | Exit | PACKAGING CORP AMERstock | $0 | – | -1,661 | -100.0% | -0.02% | – |
| TXN | Exit | TEXAS INSTRS INCstock | $0 | – | -1,235 | -100.0% | -0.02% | – |
| ANIP | Exit | ANI PHARMACEUTICALS INCstock | $0 | – | -5,926 | -100.0% | -0.02% | – |
| EVRG | Exit | EVERGY INCstock | $0 | – | -3,799 | -100.0% | -0.02% | – |
| AZO | Exit | AUTOZONE INCstock | $0 | – | -99 | -100.0% | -0.02% | – |
| EIX | Exit | EDISON INTLstock | $0 | – | -3,570 | -100.0% | -0.02% | – |
| VOX | Exit | VANGUARD WORLD FDSetf | $0 | – | -2,513 | -100.0% | -0.02% | – |
| CNA | Exit | CNA FINL CORPstock | $0 | – | -6,304 | -100.0% | -0.02% | – |
| HUN | Exit | HUNTSMAN CORPstock | $0 | – | -9,032 | -100.0% | -0.02% | – |
| K | Exit | KELLOGG COstock | $0 | – | -3,731 | -100.0% | -0.02% | – |
| NVS | Exit | NOVARTIS AGadr | $0 | – | -2,606 | -100.0% | -0.02% | – |
| BERY | Exit | BERRY GLOBAL GROUP INCstock | $0 | – | -4,208 | -100.0% | -0.02% | – |
| MRVL | Exit | MARVELL TECHNOLOGY INCstock | $0 | – | -5,765 | -100.0% | -0.02% | – |
| ARKK | Exit | ARK ETF TRetf | $0 | – | -6,052 | -100.0% | -0.02% | – |
| PBE | Exit | INVESCO EXCHANGE TRADED FD Tetf | $0 | – | -3,819 | -100.0% | -0.02% | – |
| MOAT | Exit | VANECK ETF TRUSTetf | $0 | – | -3,354 | -100.0% | -0.02% | – |
| FISV | Exit | FISERV INCstock | $0 | – | -2,317 | -100.0% | -0.02% | – |
| AQNU | Exit | ALGONQUIN PWR UTILS CORPreit | $0 | – | -8,552 | -100.0% | -0.02% | – |
| BK | Exit | BANK NEW YORK MELLON CORPstock | $0 | – | -5,750 | -100.0% | -0.02% | – |
| RPV | Exit | INVESCO EXCHANGE TRADED FD Tetf | $0 | – | -3,357 | -100.0% | -0.02% | – |
| VSGX | Exit | VANGUARD WORLD FDetf | $0 | – | -4,896 | -100.0% | -0.02% | – |
| FSMB | Exit | FIRST TR EXCH TRADED FD IIIstock | $0 | – | -12,920 | -100.0% | -0.02% | – |
| APLE | Exit | APPLE HOSPITALITY REIT INCreit | $0 | – | -17,750 | -100.0% | -0.02% | – |
| D | Exit | DOMINION ENERGY INCstock | $0 | – | -4,768 | -100.0% | -0.02% | – |
| DFAS | Exit | DIMENSIONAL ETF TRUSTetf | $0 | – | -5,284 | -100.0% | -0.02% | – |
| VDE | Exit | VANGUARD WORLD FDSetf | $0 | – | -2,342 | -100.0% | -0.02% | – |
| TROW | Exit | PRICE T ROWE GROUP INCstock | $0 | – | -2,359 | -100.0% | -0.02% | – |
| SLB | Exit | SCHLUMBERGER LTDstock | $0 | – | -5,466 | -100.0% | -0.02% | – |
| USIG | Exit | ISHARES TRetf | $0 | – | -5,244 | -100.0% | -0.02% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INCstock | $0 | – | -156 | -100.0% | -0.02% | – |
| REGL | Exit | PROSHARES TRetf | $0 | – | -3,868 | -100.0% | -0.02% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INCstock | $0 | – | -2,925 | -100.0% | -0.02% | – |
| WAL | Exit | WESTERN ALLIANCE BANCORPstock | $0 | – | -7,725 | -100.0% | -0.02% | – |
| CLH | Exit | CLEAN HARBORS INCstock | $0 | – | -1,910 | -100.0% | -0.02% | – |
| STZ | Exit | CONSTELLATION BRANDS INCstock | $0 | – | -1,209 | -100.0% | -0.02% | – |
| LW | Exit | LAMB WESTON HLDGS INCstock | $0 | – | -2,606 | -100.0% | -0.02% | – |
| IPG | Exit | INTERPUBLIC GROUP COS INCstock | $0 | – | -7,381 | -100.0% | -0.02% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSetf | $0 | – | -5,866 | -100.0% | -0.02% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRetf | $0 | – | -4,259 | -100.0% | -0.02% | – |
| MGK | Exit | VANGUARD WORLD FDetf | $0 | – | -1,300 | -100.0% | -0.02% | – |
| CBRE | Exit | CBRE GROUP INCstock | $0 | – | -3,834 | -100.0% | -0.02% | – |
| HSY | Exit | HERSHEY COstock | $0 | – | -1,099 | -100.0% | -0.02% | – |
| IWB | Exit | ISHARES TRetf | $0 | – | -1,267 | -100.0% | -0.02% | – |
| ADSK | Exit | AUTODESK INCstock | $0 | – | -1,378 | -100.0% | -0.02% | – |
| COF | Exit | CAPITAL ONE FINL CORPstock | $0 | – | -2,946 | -100.0% | -0.02% | – |
| ES | Exit | EVERSOURCE ENERGYstock | $0 | – | -3,597 | -100.0% | -0.02% | – |
| IYK | Exit | ISHARES TRetf | $0 | – | -1,432 | -100.0% | -0.02% | – |
| GLW | Exit | CORNING INCstock | $0 | – | -7,968 | -100.0% | -0.02% | – |
| IGSB | Exit | ISHARES TRetf | $0 | – | -5,834 | -100.0% | -0.02% | – |
| BEP | Exit | BROOKFIELD RENEWABLE PARTNERreit | $0 | – | -9,599 | -100.0% | -0.02% | – |
| FNF | Exit | FIDELITY NATIONAL FINANCIALstock | $0 | – | -8,368 | -100.0% | -0.02% | – |
| FUTY | Exit | FIDELITY COVINGTON TRUSTstock | $0 | – | -6,932 | -100.0% | -0.02% | – |
| JBL | Exit | JABIL INCstock | $0 | – | -3,387 | -100.0% | -0.02% | – |
| JMST | Exit | J P MORGAN EXCHANGE TRADED Fetf | $0 | – | -5,874 | -100.0% | -0.02% | – |
| DON | Exit | WISDOMTREE TRetf | $0 | – | -7,232 | -100.0% | -0.02% | – |
| CEIX | Exit | CONSOL ENERGY INC NEWstock | $0 | – | -5,200 | -100.0% | -0.02% | – |
| TRV | Exit | TRAVELERS COMPANIES INCstock | $0 | – | -1,712 | -100.0% | -0.02% | – |
| AIG | Exit | AMERICAN INTL GROUP INCstock | $0 | – | -5,801 | -100.0% | -0.02% | – |
| DOX | Exit | AMDOCS LTDetf | $0 | – | -3,119 | -100.0% | -0.02% | – |
| SQ | Exit | BLOCK INCstock | $0 | – | -4,302 | -100.0% | -0.02% | – |
| IYJ | Exit | ISHARES TRetf | $0 | – | -2,934 | -100.0% | -0.02% | – |
| Exit | INVESTMENT MANAGERS SER TR Ietf | $0 | – | -7,398 | -100.0% | -0.02% | – | |
| MKC | Exit | MCCORMICK & CO INCstock | $0 | – | -3,735 | -100.0% | -0.02% | – |
| RPG | Exit | INVESCO EXCHANGE TRADED FD Tetf | $0 | – | -2,060 | -100.0% | -0.02% | – |
| Exit | ADTRAN HOLDINGS INCstock | $0 | – | -19,469 | -100.0% | -0.02% | – | |
| KLAC | Exit | KLA CORPstock | $0 | – | -771 | -100.0% | -0.02% | – |
| EOG | Exit | EOG RES INCstock | $0 | – | -2,755 | -100.0% | -0.02% | – |
| PICK | Exit | ISHARES INCetf | $0 | – | -7,281 | -100.0% | -0.02% | – |
| PGR | Exit | PROGRESSIVE CORPstock | $0 | – | -2,193 | -100.0% | -0.02% | – |
| XAR | Exit | SPDR SER TRetf | $0 | – | -2,662 | -100.0% | -0.02% | – |
| VOT | Exit | VANGUARD INDEX FDSetf | $0 | – | -1,682 | -100.0% | -0.02% | – |
| VTHR | Exit | VANGUARD SCOTTSDALE FDSetf | $0 | – | -1,778 | -100.0% | -0.02% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRetf | $0 | – | -9,572 | -100.0% | -0.03% | – |
| ISRG | Exit | INTUITIVE SURGICAL INCstock | $0 | – | -1,321 | -100.0% | -0.03% | – |
| SRVR | Exit | PACER FDS TRstock | $0 | – | -11,509 | -100.0% | -0.03% | – |
| Exit | GENERAL ELECTRIC COstock | $0 | – | -3,617 | -100.0% | -0.03% | – | |
| BLDR | Exit | BUILDERS FIRSTSOURCE INCstock | $0 | – | -3,874 | -100.0% | -0.03% | – |
| IVE | Exit | ISHARES TRetf | $0 | – | -2,414 | -100.0% | -0.03% | – |
| VICI | Exit | VICI PPTYS INCstock | $0 | – | -11,148 | -100.0% | -0.03% | – |
| HZNP | Exit | HORIZON THERAPEUTICS PUB Letf | $0 | – | -3,268 | -100.0% | -0.03% | – |
| OKTA | Exit | OKTA INCstock | $0 | – | -4,284 | -100.0% | -0.03% | – |
| ED | Exit | CONSOLIDATED EDISON INCstock | $0 | – | -3,859 | -100.0% | -0.03% | – |
| SHE | Exit | SPDR SER TRetf | $0 | – | -4,443 | -100.0% | -0.03% | – |
| SSUS | Exit | STRATEGY SHSstock | $0 | – | -11,249 | -100.0% | -0.03% | – |
| CTVA | Exit | CORTEVA INCstock | $0 | – | -6,143 | -100.0% | -0.03% | – |
| CGNX | Exit | COGNEX CORPstock | $0 | – | -7,544 | -100.0% | -0.03% | – |
| PAYC | Exit | PAYCOM SOFTWARE INCstock | $0 | – | -1,297 | -100.0% | -0.03% | – |
| SDY | Exit | SPDR SER TRetf | $0 | – | -3,153 | -100.0% | -0.03% | – |
| JMBS | Exit | JANUS DETROIT STR TRetf | $0 | – | -8,470 | -100.0% | -0.03% | – |
| VOE | Exit | VANGUARD INDEX FDSetf | $0 | – | -2,872 | -100.0% | -0.03% | – |
| AMAT | Exit | APPLIED MATLS INCstock | $0 | – | -3,222 | -100.0% | -0.03% | – |
| FCOR | Exit | FIDELITY MERRIMACK STR TRetf | $0 | – | -8,651 | -100.0% | -0.03% | – |
| IBB | Exit | ISHARES TRetf | $0 | – | -3,126 | -100.0% | -0.03% | – |
| GD | Exit | GENERAL DYNAMICS CORPstock | $0 | – | -1,784 | -100.0% | -0.03% | – |
| DFS | Exit | DISCOVER FINL SVCSstock | $0 | – | -4,191 | -100.0% | -0.03% | – |
| AFL | Exit | AFLAC INCstock | $0 | – | -6,523 | -100.0% | -0.03% | – |
| GM | Exit | GENERAL MTRS COstock | $0 | – | -11,242 | -100.0% | -0.03% | – |
| NEAR | Exit | ISHARES U S ETF TRetf | $0 | – | -8,476 | -100.0% | -0.03% | – |
| PPA | Exit | INVESCO EXCHANGE TRADED FD Tetf | $0 | – | -5,166 | -100.0% | -0.03% | – |
| XEL | Exit | XCEL ENERGY INCstock | $0 | – | -6,095 | -100.0% | -0.03% | – |
| MCK | Exit | MCKESSON CORPstock | $0 | – | -1,181 | -100.0% | -0.03% | – |
| PAYX | Exit | PAYCHEX INCstock | $0 | – | -3,614 | -100.0% | -0.03% | – |
| DHI | Exit | D R HORTON INCstock | $0 | – | -4,368 | -100.0% | -0.03% | – |
| DEO | Exit | DIAGEO PLCadr | $0 | – | -2,349 | -100.0% | -0.03% | – |
| JPUS | Exit | J P MORGAN EXCHANGE TRADED Fetf | $0 | – | -4,471 | -100.0% | -0.03% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -2,743 | -100.0% | -0.03% | – |
| CINR | Exit | SISECAM RESOURCES LPstock | $0 | – | -17,436 | -100.0% | -0.03% | – |
| FCOM | Exit | FIDELITY COVINGTON TRUSTstock | $0 | – | -11,907 | -100.0% | -0.03% | – |
| VBK | Exit | VANGUARD INDEX FDSetf | $0 | – | -2,041 | -100.0% | -0.03% | – |
| LNG | Exit | CHENIERE ENERGY INCstock | $0 | – | -2,772 | -100.0% | -0.03% | – |
| PSA | Exit | PUBLIC STORAGEstock | $0 | – | -1,522 | -100.0% | -0.04% | – |
| JMUB | Exit | J P MORGAN EXCHANGE TRADED Fetf | $0 | – | -9,063 | -100.0% | -0.04% | – |
| ALL | Exit | ALLSTATE CORPstock | $0 | – | -4,151 | -100.0% | -0.04% | – |
| SPTM | Exit | SPDR SER TRetf | $0 | – | -9,108 | -100.0% | -0.04% | – |
| DKS | Exit | DICKS SPORTING GOODS INCstock | $0 | – | -3,186 | -100.0% | -0.04% | – |
| QSR | Exit | RESTAURANT BRANDS INTL INCstock | $0 | – | -6,842 | -100.0% | -0.04% | – |
| JSMD | Exit | JANUS DETROIT STR TRetf | $0 | – | -7,984 | -100.0% | -0.04% | – |
| PNQI | Exit | INVESCO EXCHANGE TRADED FD Tetf | $0 | – | -3,304 | -100.0% | -0.04% | – |
| Exit | THERATECHNOLOGIES INCadr | $0 | – | -5,000 | -100.0% | -0.04% | – | |
| SJM | Exit | SMUCKER J M COstock | $0 | – | -3,060 | -100.0% | -0.04% | – |
| ANET | Exit | ARISTA NETWORKS INCstock | $0 | – | -2,839 | -100.0% | -0.04% | – |
| EMR | Exit | EMERSON ELEC COstock | $0 | – | -5,604 | -100.0% | -0.04% | – |
| VIOV | Exit | VANGUARD ADMIRAL FDS INCetf | $0 | – | -6,133 | -100.0% | -0.04% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRetf | $0 | – | -1,063 | -100.0% | -0.04% | – |
| TLH | Exit | ISHARES TRetf | $0 | – | -4,318 | -100.0% | -0.04% | – |
| MU | Exit | MICRON TECHNOLOGY INCstock | $0 | – | -8,403 | -100.0% | -0.04% | – |
| MOO | Exit | VANECK ETF TRUSTetf | $0 | – | -5,837 | -100.0% | -0.04% | – |
| GSLC | Exit | GOLDMAN SACHS ETF TRetf | $0 | – | -6,245 | -100.0% | -0.04% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEWstock | $0 | – | -4,645 | -100.0% | -0.04% | – |
| PNFP | Exit | PINNACLE FINL PARTNERS INCstock | $0 | – | -9,278 | -100.0% | -0.04% | – |
| TT | Exit | TRANE TECHNOLOGIES PLCetf | $0 | – | -2,817 | -100.0% | -0.04% | – |
| DLN | Exit | WISDOMTREE TRetf | $0 | – | -8,354 | -100.0% | -0.04% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDstock | $0 | – | -5,144 | -100.0% | -0.04% | – |
| HCA | Exit | HCA HEALTHCARE INCstock | $0 | – | -2,074 | -100.0% | -0.04% | – |
| UNP | Exit | UNION PAC CORPstock | $0 | – | -2,749 | -100.0% | -0.04% | – |
| CCI | Exit | CROWN CASTLE INCstock | $0 | – | -4,238 | -100.0% | -0.04% | – |
| CDW | Exit | CDW CORPstock | $0 | – | -3,022 | -100.0% | -0.04% | – |
| ALB | Exit | ALBEMARLE CORPstock | $0 | – | -2,664 | -100.0% | -0.04% | – |
| RFG | Exit | INVESCO EXCHANGE TRADED FD Tetf | $0 | – | -3,336 | -100.0% | -0.05% | – |
| CM | Exit | CANADIAN IMPERIAL BK COMM TOstock | $0 | – | -14,719 | -100.0% | -0.05% | – |
| ZTS | Exit | ZOETIS INCstock | $0 | – | -3,764 | -100.0% | -0.05% | – |
| INTU | Exit | INTUITstock | $0 | – | -1,408 | -100.0% | -0.05% | – |
| BKNG | Exit | BOOKING HOLDINGS INCstock | $0 | – | -236 | -100.0% | -0.05% | – |
| CNI | Exit | CANADIAN NATL RY COstock | $0 | – | -5,341 | -100.0% | -0.05% | – |
| EMN | Exit | EASTMAN CHEM COstock | $0 | – | -7,635 | -100.0% | -0.05% | – |
| ANTM | Exit | ELEVANCE HEALTH INCstock | $0 | – | -1,398 | -100.0% | -0.05% | – |
| PANW | Exit | PALO ALTO NETWORKS INCstock | $0 | – | -3,245 | -100.0% | -0.05% | – |
| EMB | Exit | ISHARES TRetf | $0 | – | -7,598 | -100.0% | -0.05% | – |
| HYGV | Exit | FLEXSHARES TRetf | $0 | – | -16,132 | -100.0% | -0.05% | – |
| IYR | Exit | ISHARES TRetf | $0 | – | -7,882 | -100.0% | -0.05% | – |
| FELE | Exit | FRANKLIN ELEC INCstock | $0 | – | -7,141 | -100.0% | -0.05% | – |
| PLD | Exit | PROLOGIS INC.stock | $0 | – | -5,357 | -100.0% | -0.05% | – |
| PRU | Exit | PRUDENTIAL FINL INCstock | $0 | – | -8,333 | -100.0% | -0.05% | – |
| TSCO | Exit | TRACTOR SUPPLY COstock | $0 | – | -2,946 | -100.0% | -0.05% | – |
| YUM | Exit | YUM BRANDS INCstock | $0 | – | -5,250 | -100.0% | -0.05% | – |
| URI | Exit | UNITED RENTALS INCstock | $0 | – | -1,813 | -100.0% | -0.06% | – |
| NOW | Exit | SERVICENOW INCstock | $0 | – | -1,540 | -100.0% | -0.06% | – |
| Exit | CORE SCIENTIFIC INCstock | $0 | – | -2,352,803 | -100.0% | -0.06% | – | |
| SIVR | Exit | ABRDN SILVER ETF TRUSTetf | $0 | – | -31,200 | -100.0% | -0.06% | – |
| ITW | Exit | ILLINOIS TOOL WKS INCstock | $0 | – | -2,992 | -100.0% | -0.06% | – |
| VLO | Exit | VALERO ENERGY CORPstock | $0 | – | -5,255 | -100.0% | -0.06% | – |
| NOBL | Exit | PROSHARES TRetf | $0 | – | -8,068 | -100.0% | -0.06% | – |
| VVR | Exit | INVESCO SR INCOME TRstock | $0 | – | -200,537 | -100.0% | -0.06% | – |
| GMF | Exit | SPDR INDEX SHS FDSetf | $0 | – | -7,339 | -100.0% | -0.06% | – |
| IJT | Exit | ISHARES TRetf | $0 | – | -6,816 | -100.0% | -0.06% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INCstock | $0 | – | -8,921 | -100.0% | -0.06% | – |
| TMUS | Exit | T-MOBILE US INCstock | $0 | – | -5,251 | -100.0% | -0.06% | – |
| BNO | Exit | UNITED STS BRENT OIL FD LPreit | $0 | – | -29,725 | -100.0% | -0.06% | – |
| UUP | Exit | INVESCO DB US DLR INDEX TRetf | $0 | – | -28,534 | -100.0% | -0.06% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATEDstock | $0 | – | -2,156 | -100.0% | -0.06% | – |
| DRI | Exit | DARDEN RESTAURANTS INCstock | $0 | – | -5,467 | -100.0% | -0.06% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEWstock | $0 | – | -5,854 | -100.0% | -0.07% | – |
| ACN | Exit | ACCENTURE PLC IRELANDstock | $0 | – | -3,042 | -100.0% | -0.07% | – |
| IYH | Exit | ISHARES TRetf | $0 | – | -3,232 | -100.0% | -0.07% | – |
| NOC | Exit | NORTHROP GRUMMAN CORPstock | $0 | – | -1,894 | -100.0% | -0.07% | – |
| MTUM | Exit | ISHARES TRetf | $0 | – | -6,398 | -100.0% | -0.07% | – |
| BLK | Exit | BLACKROCK INCstock | $0 | – | -1,433 | -100.0% | -0.07% | – |
| APD | Exit | AIR PRODS & CHEMS INCstock | $0 | – | -3,328 | -100.0% | -0.07% | – |
| CMI | Exit | CUMMINS INCstock | $0 | – | -4,025 | -100.0% | -0.07% | – |
| GWW | Exit | GRAINGER W W INCstock | $0 | – | -1,413 | -100.0% | -0.08% | – |
| KMB | Exit | KIMBERLY-CLARK CORPstock | $0 | – | -7,315 | -100.0% | -0.08% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INCstock | $0 | – | -3,188 | -100.0% | -0.08% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVadr | $0 | – | -15,144 | -100.0% | -0.08% | – |
| IHF | Exit | ISHARES TRetf | $0 | – | -4,148 | -100.0% | -0.08% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSetf | $0 | – | -16,694 | -100.0% | -0.08% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDetf | $0 | – | -7,311 | -100.0% | -0.08% | – |
| PRVA | Exit | PRIVIA HEALTH GROUP INCstock | $0 | – | -39,498 | -100.0% | -0.08% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING INstock | $0 | – | -4,968 | -100.0% | -0.08% | – |
| DE | Exit | DEERE & COstock | $0 | – | -2,873 | -100.0% | -0.09% | – |
| HON | Exit | HONEYWELL INTL INCstock | $0 | – | -6,319 | -100.0% | -0.09% | – |
| LRCX | Exit | LAM RESEARCH CORPstock | $0 | – | -2,266 | -100.0% | -0.09% | – |
| GS | Exit | GOLDMAN SACHS GROUP INCstock | $0 | – | -3,867 | -100.0% | -0.10% | – |
| ABNB | Exit | AIRBNB INCstock | $0 | – | -10,349 | -100.0% | -0.10% | – |
| SPDW | Exit | SPDR INDEX SHS FDSetf | $0 | – | -40,475 | -100.0% | -0.10% | – |
| IGV | Exit | ISHARES TRetf | $0 | – | -4,281 | -100.0% | -0.10% | – |
| VGT | Exit | VANGUARD WORLD FDSetf | $0 | – | -3,593 | -100.0% | -0.11% | – |
| LMT | Exit | LOCKHEED MARTIN CORPstock | $0 | – | -2,940 | -100.0% | -0.11% | – |
| IWV | Exit | ISHARES TRetf | $0 | – | -6,125 | -100.0% | -0.11% | – |
| FTGC | Exit | FIRST TR EXCHANGE TRAD FD VIetf | $0 | – | -62,423 | -100.0% | -0.11% | – |
| SNDX | Exit | SYNDAX PHARMACEUTICALS INCstock | $0 | – | -69,748 | -100.0% | -0.11% | – |
| IGM | Exit | ISHARES TRetf | $0 | – | -4,410 | -100.0% | -0.12% | – |
| DHR | Exit | DANAHER CORPORATIONstock | $0 | – | -6,037 | -100.0% | -0.12% | – |
| MKL | Exit | MARKEL CORPstock | $0 | – | -1,239 | -100.0% | -0.12% | – |
| CBT | Exit | CABOT CORPstock | $0 | – | -21,220 | -100.0% | -0.12% | – |
| SLQD | Exit | ISHARES TRetf | $0 | – | -33,761 | -100.0% | -0.13% | – |
| WSO | Exit | WATSCO INCstock | $0 | – | -5,179 | -100.0% | -0.13% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fetf | $0 | – | -24,571 | -100.0% | -0.13% | – |
| VHT | Exit | VANGUARD WORLD FDSetf | $0 | – | -7,211 | -100.0% | -0.13% | – |
| ESGV | Exit | VANGUARD WORLD FDetf | $0 | – | -24,750 | -100.0% | -0.14% | – |
| IJJ | Exit | ISHARES TRetf | $0 | – | -18,007 | -100.0% | -0.14% | – |
| SOXX | Exit | ISHARES TRetf | $0 | – | -4,444 | -100.0% | -0.15% | – |
| PWR | Exit | QUANTA SVCS INCstock | $0 | – | -11,805 | -100.0% | -0.15% | – |
| SPSB | Exit | SPDR SER TRetf | $0 | – | -74,368 | -100.0% | -0.17% | – |
| QQQE | Exit | DIREXION SHS ETF TRetf | $0 | – | -32,519 | -100.0% | -0.18% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDetf | $0 | – | -56,781 | -100.0% | -0.21% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INCstock | $0 | – | -5,148 | -100.0% | -0.23% | – |
| AVGO | Exit | BROADCOM INCstock | $0 | – | -5,044 | -100.0% | -0.25% | – |
| TNK | Exit | TEEKAY TANKERS LTDstock | $0 | – | -77,320 | -100.0% | -0.26% | – |
| JAAA | Exit | JANUS DETROIT STR TRstock | $0 | – | -72,202 | -100.0% | -0.28% | – |
| NFLX | Exit | NETFLIX INCetf | $0 | – | -10,516 | -100.0% | -0.28% | – |
| ELF | Exit | E L F BEAUTY INCstock | $0 | – | -44,987 | -100.0% | -0.29% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELstock | $0 | – | -9 | -100.0% | -0.32% | – |
| HUM | Exit | HUMANA INCstock | $0 | – | -9,139 | -100.0% | -0.34% | – |
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 | 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
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.