Sowell Financial Services LLC
CIK Number: 0001633697
2.2B
Market Value
467
# of Holdings
6 months
Avg. Holding Period
24.14%
Win Rate
65.42%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 198.98 | +0.10% | 397.5K | -1.28% | 99.54M | 148.8 | 5.23% |
| 2 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 156.15K | +10.99% | 65.82M | 280.32 | 3.46% |
| 3 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 454.11K | +6.08% | 60.98M | 35.44 | 3.21% |
| 4 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 115.53K | -0.82% | 59.07M | 310.88 | 3.11% |
| 5 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 220.65K | -11.77% | 48.41M | 102.16 | 2.55% |
| 6 | IVV | iShares Core S&... | 606.23 | +0.32% | 78.76K | -16.53% | 46.36M | 384.02 | 2.44% |
| 7 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 69.88K | +4.51% | 40.95M | 431.82 | 2.15% |
| 8 | QUAL | iShares MSCI US... | 181.07 | +0.28% | 163.45K | -1.93% | 29.11M | 126.79 | 1.53% |
| 9 | IWF | iShares Russell... | 410.56 | +0.34% | 65.99K | +2.95% | 26.5M | 251.78 | 1.39% |
| 10 | JAAA | Janus Henderson... | 50.66 | +0.05% | 520.4K | +2.23K% | 26.39M | 50.72 | 1.39% |
| 11 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 56.17K | -17.36% | 25.46M | 320.05 | 1.34% |
| 12 | WLDR | Affinity World ... | 32.31 | +0.21% | 765.63K | +10.29% | 22.65M | 23.54 | 1.19% |
| 13 | BOND | PIMCO Active Bo... | 91.30 | +0.38% | 229.51K | +98.76% | 20.75M | 92.51 | 1.09% |
| 14 | COST | Costco Wholesal... | 1002.64 | +0.59% | 21.15K | +19.46% | 19.38M | 615.37 | 1.02% |
| 15 | MA | Mastercard Inco... | 588.62 | -0.36% | 34.36K | +121.44% | 18.09M | 437.73 | 0.95% |
| 16 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 76.77K | -10.91% | 17.8M | 172.5 | 0.94% |
| 17 | AGG | iShares Core U.... | 98.31 | +0.36% | 182.01K | +49.38% | 17.64M | 97.38 | 0.93% |
| 18 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 72.33K | -3.13% | 17.34M | 125.72 | 0.91% |
| 19 | GOOGL | Alphabet Inc. | 175.57 | -1% | 88.95K | -17.63% | 16.84M | 106.48 | 0.89% |
| 20 | VUG | Vanguard Growth... | 423.76 | +0.11% | 36.44K | -12.22% | 14.96M | 277.69 | 0.79% |
| 21 | PGHY | Invesco Global ... | 19.82 | +0.27% | 750.31K | +26.40% | 14.74M | 19.3 | 0.78% |
| 22 | IEFA | iShares Core MS... | 84.11 | +0.76% | 209.32K | +15.37% | 14.71M | 66.67 | 0.77% |
| 23 | SGOV | iShares 0-3 Mon... | 100.49 | +0.01% | 138.16K | +53.61% | 13.86M | 100.4 | 0.73% |
| 24 | WMT | Walmart Inc. | 94.83 | -1.01% | 150.07K | +20.66% | 13.56M | 53.4 | 0.71% |
| 25 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 124.4K | +0.90% | 13.38M | 89.04 | 0.70% |
| 26 | V | Visa Inc. | 371.03 | -0.61% | 41.72K | +33.65% | 13.19M | 235.28 | 0.69% |
| 27 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 67.51K | -16.96% | 12.86M | 108.37 | 0.68% |
| 28 | META | Meta Platforms,... | 693.11 | -0.15% | 21.82K | -13.01% | 12.78M | 288.07 | 0.67% |
| 29 | VTV | Vanguard Value ... | 174.72 | +0.57% | 72.51K | -1.05% | 12.28M | 142.11 | 0.65% |
| 30 | XMHQ | Invesco S&P Mid... | 97.92 | +0.27% | 123.25K | -1.05% | 12.14M | 83.16 | 0.64% |
| 31 | SMH | VanEck Semicond... | 263.06 | +0.45% | 49.47K | +26.05% | 11.98M | 199.8 | 0.63% |
| 32 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 29.44K | -1.02% | 11.89M | 236.16 | 0.63% |
| 33 | CVX | Chevron Corpora... | 144.84 | +0.04% | 80.44K | +0.25% | 11.65M | 147.92 | 0.61% |
| 34 | BAC | Bank of America... | 44.56 | -0.37% | 247.01K | -1.56% | 10.86M | 32.66 | 0.57% |
| 35 | IAU | iShares Gold Tr... | 63.89 | +1.22% | 218.88K | +14.12% | 10.84M | 37.78 | 0.57% |
| 36 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 58.57K | +1.29% | 10.41M | 137.49 | 0.55% |
| 37 | XLK | Technology Sele... | 242.47 | +0.89% | 44.65K | -2.52% | 10.38M | 154.95 | 0.55% |
| 38 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 11.47K | +3.23% | 10.22M | 422.65 | 0.54% |
| 39 | IWM | iShares Russell... | 212.65 | -0.46% | 45.56K | +17.39% | 10.07M | 182.86 | 0.53% |
| 40 | SPLV | Invesco S&P 500... | 73.10 | +0.80% | 143.22K | +1.66% | 10.03M | 58.62 | 0.53% |
| 41 | RSP | Invesco S&P 500... | 179.44 | +0.19% | 56.51K | +87.86% | 9.9M | 166.87 | 0.52% |
| 42 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 18.09K | -16.62% | 9.75M | 333.26 | 0.51% |
| 43 | USMV | iShares MSCI US... | 93.77 | +0.75% | 106.92K | -0.3% | 9.49M | 76.4 | 0.50% |
| 44 | INCM | Franklin Temple... | 26.93 | +0.39% | 358.63K | +48.62% | 9.36M | 25.85 | 0.49% |
| 45 | XLE | Energy Select S... | 86.58 | +0.34% | 107.32K | +7.85% | 9.19M | 79.76 | 0.48% |
| 46 | OKE | ONEOK, Inc. | 82.62 | -0.34% | 91.06K | +5.59% | 9.14M | 67.34 | 0.48% |
| 47 | KO | The Coca-Cola C... | 72.20 | +0.18% | 142.85K | +1.96% | 8.89M | 59.98 | 0.47% |
| 48 | DFUS | Dimensional U.S... | 65.40 | +0.25% | 136.14K | -57.1% | 8.68M | 44.49 | 0.46% |
| 49 | UPS | United Parcel S... | 100.82 | -0.34% | 66.63K | +0.33% | 8.4M | 166.53 | 0.44% |
| 50 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 58.05K | -1.1% | 8.4M | 167.66 | 0.44% |
| 51 | SBUX | Starbucks Corpo... | 94.34 | -1.1% | 91.93K | -1.35% | 8.39M | 79.02 | 0.44% |
| 52 | QEFA | SPDR MSCI EAFE ... | 85.25 | +0.91% | 109.17K | +22.13% | 7.92M | 65.27 | 0.42% |
| 53 | WFC | Wells Fargo & C... | 73.92 | -1.34% | 111.94K | -8.38% | 7.86M | 42.04 | 0.41% |
| 54 | DIA | SPDR Dow Jones ... | 430.26 | +0.15% | 17.9K | +26.41% | 7.62M | 354.84 | 0.40% |
| 55 | IWD | iShares Russell... | 191.63 | +0.17% | 38.85K | +23.76% | 7.19M | 158.55 | 0.38% |
| 56 | BND | Vanguard Total ... | 72.97 | +0.38% | 99.13K | +15.12% | 7.13M | 74.13 | 0.37% |
| 57 | IBM | International B... | 280.79 | -0.26% | 31.73K | +2.06% | 6.97M | 141 | 0.37% |
| 58 | MCD | McDonald's Corp... | 302.86 | +0.38% | 23.86K | +2.81% | 6.92M | 258.83 | 0.36% |
| 59 | IEMG | iShares Core MS... | 59.64 | +0.05% | 130.53K | +19.03% | 6.82M | 47.91 | 0.36% |
| 60 | ET | Energy Transfer... | 18.43 | +0.96% | 347.1K | -10.13% | 6.8M | 11.5 | 0.36% |
| 61 | QQQM | Invesco NASDAQ ... | 219.63 | +0.19% | 31.72K | +100.00% | 6.68M | 210.45 | 0.35% |
| 62 | IJR | iShares Core S&... | 108.32 | -0.46% | 57.64K | -25.37% | 6.64M | 95.81 | 0.35% |
| 63 | EQIN | Columbia U.S. E... | 44.97 | +0.42% | 148.71K | +23.50% | 6.59M | 43.84 | 0.35% |
| 64 | GLD | SPDR Gold Share... | 312.15 | +1.22% | 26.58K | -14.45% | 6.44M | 179.39 | 0.34% |
| 65 | MRK | Merck & Co., In... | 81.73 | +1.75% | 64.41K | -7.76% | 6.41M | 97.35 | 0.34% |
| 66 | VCIT | Vanguard Interm... | 81.90 | +0.34% | 77.39K | +0.96% | 6.21M | 82.63 | 0.33% |
| 67 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 23.51K | -9.6% | 6.21M | 207.44 | 0.33% |
| 68 | IWS | iShares Russell... | 130.32 | +0.10% | 47.74K | +6.68% | 6.18M | 132.07 | 0.32% |
| 69 | VIG | Vanguard Divide... | 202.54 | +0.63% | 31.25K | -1.89% | 6.12M | 159.81 | 0.32% |
| 70 | JPST | JPMorgan Ultra-... | 50.51 | +0.05% | 120.53K | -8.11% | 6.07M | 50.15 | 0.32% |
| 71 | DIS | The Walt Disney... | 118.50 | -0.85% | 53.78K | -11.27% | 5.99M | 104.22 | 0.31% |
| 72 | JEPI | JPMorgan Equity... | 56.41 | +0.40% | 103.73K | -25.91% | 5.97M | 54.04 | 0.31% |
| 73 | FBTC | Fidelity Wise O... | 93.24 | -1.84% | 72.85K | +25.16% | 5.94M | 64.59 | 0.31% |
| 74 | VTI | Vanguard Total ... | 296.95 | +0.28% | 20.19K | -91.9% | 5.85M | 239.28 | 0.31% |
| 75 | T | AT&T Inc. | 28.23 | -0.39% | 256.58K | +4.69% | 5.84M | 19.31 | 0.31% |
| 76 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 98.07K | -0.27% | 5.81M | 45.25 | 0.31% |
| 77 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 11.03K | +0.05% | 5.58M | 502.26 | 0.29% |
| 78 | XLF | Financial Selec... | 50.99 | -0.01% | 115.13K | +2.48% | 5.56M | 35.69 | 0.29% |
| 79 | DFAU | Dimensional US ... | 41.37 | +0.30% | 136.84K | -58.74% | 5.54M | 33.42 | 0.29% |
| 80 | DFAC | Dimensional U.S... | 35.08 | +0.21% | 159.9K | -86.03% | 5.53M | 30.82 | 0.29% |
| 81 | PM | Philip Morris I... | 183.84 | +0.25% | 45.58K | +10.36% | 5.49M | 99.73 | 0.29% |
| 82 | IJS | iShares S&P Sma... | 98.91 | -0.43% | 49.59K | +12.42% | 5.39M | 88.49 | 0.28% |
| 83 | HD | The Home Depot,... | 362.78 | +0.64% | 13.52K | -14.55% | 5.26M | 300.86 | 0.28% |
| 84 | MMM | 3M Company | 144.60 | -1.75% | 40.44K | -2.84% | 5.22M | 99.64 | 0.27% |
| 85 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 33.91K | -31.43% | 5.21M | 118.05 | 0.27% |
| 86 | ICSH | iShares Ultra S... | 50.55 | +0.02% | 102.8K | +24.78% | 5.18M | 50.19 | 0.27% |
| 87 | SPLG | SPDR Portfolio ... | 70.97 | +0.33% | 75.04K | -44.82% | 5.17M | 52.12 | 0.27% |
| 88 | MO | Altria Group, I... | 59.94 | +0.04% | 98.19K | +1.49% | 5.13M | 42.4 | 0.27% |
| 89 | VZ | Verizon Communi... | 43.13 | -1.38% | 128.29K | -19.06% | 5.13M | 45.34 | 0.27% |
| 90 | DFCF | Dimensional Cor... | 41.98 | +0.35% | 123.25K | +0.17% | 5.09M | 41.19 | 0.27% |
| 91 | BA | The Boeing Comp... | 203.87 | -4.73% | 28.41K | -7.3% | 5.03M | 195.16 | 0.26% |
| 92 | FBND | Fidelity Total ... | 45.48 | +0.32% | 109.51K | +53.83% | 4.91M | 45.47 | 0.26% |
| 93 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 32.02K | +8.95% | 4.87M | 164.96 | 0.26% |
| 94 | PG | The Procter & G... | 163.05 | +0.58% | 28.84K | -6.51% | 4.84M | 147.35 | 0.25% |
| 95 | XLV | Health Care Sel... | 136.74 | +0.73% | 34.88K | +6.17% | 4.8M | 132.44 | 0.25% |
| 96 | PFE | Pfizer Inc. | 24.83 | +1.44% | 180.36K | +2.61% | 4.78M | 44.67 | 0.25% |
| 97 | TLT | iShares 20+ Yea... | 87.17 | +1.19% | 52.92K | -60.03% | 4.62M | 97.82 | 0.24% |
| 98 | IVW | iShares S&P 500... | 106.36 | +0.36% | 45.12K | +11.73% | 4.58M | 71.33 | 0.24% |
| 99 | KHC | The Kraft Heinz... | 26.45 | +0.09% | 146.81K | +25.93% | 4.51M | 35.65 | 0.24% |
| 100 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 12.42K | -7.45% | 4.51M | 247.63 | 0.24% |
| 101 | IWV | iShares Russell... | 343.00 | +0.23% | 13.36K | +10.21% | 4.46M | 313.83 | 0.23% |
| 102 | IBDQ | iShares iBonds ... | 25.11 | +0.02% | 174.94K | +28.78% | 4.38M | 24.94 | 0.23% |
| 103 | IBDR | iShares iBonds ... | 24.16 | +0.02% | 181.92K | +29.86% | 4.38M | 24.03 | 0.23% |
| 104 | MET | MetLife, Inc. | 78.92 | +0.01% | 53.15K | +1.35% | 4.35M | 63.07 | 0.23% |
| 105 | GOVT | iShares U.S. Tr... | 22.77 | +0.35% | 188.59K | -34.35% | 4.33M | 23.02 | 0.23% |
| 106 | ORCL | Oracle Corporat... | 199.69 | +13.22% | 25.78K | +0.88% | 4.3M | 114.33 | 0.23% |
| 107 | FTLS | First Trust Lon... | 65.71 | +0.56% | 64.7K | +21.04% | 4.26M | 57.01 | 0.22% |
| 108 | PLTR | Palantir Techno... | 135.06 | -0.98% | 55.91K | +142.25% | 4.23M | 51.22 | 0.22% |
| 109 | LEXI | Alexis Practica... | 31.73 | +0.43% | 139.3K | 0.00% | 4.2M | 25.01 | 0.22% |
| 110 | DOW | Dow Inc. | 30.14 | -1.78% | 101.57K | +35.10% | 4.08M | 48.08 | 0.21% |
| 111 | TSM | Taiwan Semicond... | 215.28 | +0.55% | 20.43K | +8.44% | 4.04M | 119.7 | 0.21% |
| 112 | IJH | iShares Core S&... | 61.17 | +0.07% | 63.45K | -34.42% | 3.95M | 50.83 | 0.21% |
| 113 | GIS | General Mills, ... | 54.71 | +0.89% | 61.64K | +17.14% | 3.93M | 74.05 | 0.21% |
| 114 | BIL | SPDR Bloomberg ... | 91.54 | +0.01% | 42.48K | -13.05% | 3.88M | 91.77 | 0.20% |
| 115 | HACK | ETFMG Prime Cyb... | 83.69 | +0.28% | 51.32K | +190.90% | 3.82M | 70.97 | 0.20% |
| 116 | IJT | iShares S&P Sma... | 131.23 | -0.54% | 28.19K | +148.45% | 3.82M | 137.03 | 0.20% |
| 117 | IBDS | iShares iBonds ... | 24.16 | +0.08% | 157.35K | +34.76% | 3.77M | 24.05 | 0.20% |
| 118 | LQD | iShares iBoxx $... | 108.42 | +0.54% | 34.04K | -6.01% | 3.64M | 107.41 | 0.19% |
| 119 | TMUS | T-Mobile US, In... | 228.62 | -1% | 16.46K | +23.10% | 3.63M | 189.61 | 0.19% |
| 120 | ABT | Abbott Laborato... | 136.36 | +0.80% | 32.08K | +21.04% | 3.63M | 108.57 | 0.19% |
| 121 | DFIC | Dimensional Int... | 31.14 | +0.79% | 139.87K | +1.37% | 3.62M | 22.53 | 0.19% |
| 122 | FLRN | SPDR Bloomberg ... | 30.73 | +0.03% | 117.58K | +26.14% | 3.61M | 30.62 | 0.19% |
| 123 | IYW | iShares U.S. Te... | 165.58 | +0.66% | 22.59K | +19.83% | 3.6M | 113.2 | 0.19% |
| 124 | RCL | Royal Caribbean... | 265.62 | -0.87% | 15.48K | +100.00% | 3.57M | 230.69 | 0.19% |
| 125 | IEI | iShares 3-7 Yea... | 117.97 | +0.24% | 30K | -23.31% | 3.47M | 115.98 | 0.18% |
| 126 | TSN | Tyson Foods, In... | 55.66 | +0.51% | 60.34K | +5.80% | 3.47M | 66.81 | 0.18% |
| 127 | DUK | Duke Energy Cor... | 117.22 | +0.75% | 32.15K | -3.35% | 3.46M | 100.32 | 0.18% |
| 128 | IBDT | iShares iBonds ... | 25.25 | +0.14% | 137.86K | +100.00% | 3.43M | 24.9 | 0.18% |
| 129 | CLX | The Clorox Comp... | 127.25 | +0.78% | 21.08K | +6.28% | 3.42M | 141.46 | 0.18% |
| 130 | SCHX | Schwab U.S. Lar... | 23.88 | +0.27% | 147.42K | +100.00% | 3.42M | 23.18 | 0.18% |
| 131 | FNDA | Schwab Fundamen... | 28.32 | -0.19% | 114.54K | +130.30% | 3.4M | 27.95 | 0.18% |
| 132 | IWN | iShares Russell... | 156.01 | -0.4% | 20.54K | +8.42% | 3.37M | 166.61 | 0.18% |
| 133 | PANW | Palo Alto Netwo... | 197.72 | +1.72% | 18.29K | +100.00% | 3.33M | 181.96 | 0.17% |
| 134 | QTEC | First Trust NAS... | 205.19 | -0.17% | 17.66K | -2.61% | 3.33M | 169.18 | 0.17% |
| 135 | IBDU | iShares iBonds ... | 23.16 | +0.15% | 145.65K | +100.00% | 3.32M | 22.8 | 0.17% |
| 136 | APH | Amphenol Corpor... | 94.55 | +1.58% | 46.66K | +6.31% | 3.24M | 41.04 | 0.17% |
| 137 | VYM | Vanguard High D... | 131.86 | +0.45% | 25.28K | -37.53% | 3.23M | 102.62 | 0.17% |
| 138 | BMY | Bristol-Myers S... | 50.66 | +0.99% | 56.82K | -3.85% | 3.21M | 62.07 | 0.17% |
| 139 | XLI | Industrial Sele... | 143.82 | -0.29% | 23.8K | -13.99% | 3.14M | 102.2 | 0.16% |
| 140 | EFA | iShares MSCI EA... | 90.38 | +0.76% | 41.47K | +22.30% | 3.14M | 66.94 | 0.16% |
| 141 | KRE | SPDR S&P Region... | 57.75 | -0.65% | 50.67K | -0.61% | 3.06M | 51.68 | 0.16% |
| 142 | EIPI | FT Energy Incom... | 19.79 | +0.66% | 155.52K | +5.60% | 3.03M | 18.58 | 0.16% |
| 143 | VONG | Vanguard Russel... | 105.64 | +0.32% | 29.24K | +164.01% | 3.02M | 90.36 | 0.16% |
| 144 | AMGN | Amgen Inc. | 297.25 | +1.86% | 11.47K | -8.28% | 2.99M | 253.08 | 0.16% |
| 145 | GBTC | Grayscale Bitco... | 84.18 | -1.85% | 39.85K | -24.31% | 2.95M | 62.04 | 0.16% |
| 146 | EEM | iShares MSCI Em... | 47.84 | +0.12% | 70.26K | +2.24% | 2.94M | 37 | 0.15% |
| 147 | F | Ford Motor Comp... | 10.54 | -1.08% | 296.41K | +3.98% | 2.93M | 12.3 | 0.15% |
| 148 | KR | The Kroger Co. | 65.10 | +0.74% | 47.84K | +4.65% | 2.93M | 43.53 | 0.15% |
| 149 | IVE | iShares S&P 500... | 192.83 | +0.30% | 15.17K | +100.00% | 2.9M | 190.88 | 0.15% |
| 150 | IGM | iShares Expande... | 107.41 | +0.37% | 27.89K | +1.45% | 2.85M | 86.88 | 0.15% |