Sowell Financial Services LLC
CIK Number: 0001633697
Main Sectors:
Top Industries:
Filing Date: Apr 17, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 230.94 | -0.28% | 399.74K | +0.57% | 88.79M | 149.21 | 4.04% | Share |
| 2 | MSFT | Microsoft Corpo... | 516.95 | -0.62% | 153.59K | -1.64% | 57.66M | 280.32 | 2.62% | Share |
| 3 | QQQ | Invesco QQQ Tru... | 577.10 | -0.04% | 117.73K | +1.90% | 55.2M | 313.83 | 2.51% | Share |
| 4 | IVV | iShares Core S&... | 646.33 | -0.05% | 87.37K | +10.94% | 49.09M | 401.56 | 2.23% | Share |
| 5 | SPY | SPDR S&P 500 ET... | 643.27 | -0.03% | 76.51K | +9.49% | 42.8M | 442.88 | 1.95% | Share |
| 6 | NVDA | NVIDIA Corporat... | 182.01 | +0.86% | 390.52K | -14% | 42.32M | 35.44 | 1.93% | Share |
| 7 | AMZN | Amazon.com, Inc... | 231.50 | +0.20% | 218.67K | -0.9% | 41.6M | 102.16 | 1.89% | Share |
| 8 | JAAA | Janus Henderson... | 50.73 | -0.01% | 587.78K | +12.95% | 29.81M | 50.72 | 1.36% | Share |
| 9 | BRK-B | Berkshire Hatha... | 478.53 | +0.28% | 55.67K | -0.89% | 29.65M | 320.05 | 1.35% | Share |
| 10 | QUAL | iShares MSCI US... | 188.06 | -0.03% | 166.02K | +1.57% | 28.37M | 127.47 | 1.29% | Share |
| 11 | WLDR | Affinity World ... | 34.78 | +0.69% | 860.96K | +12.45% | 24.9M | 24.13 | 1.13% | Share |
| 12 | BOND | PIMCO Active Bo... | 91.92 | -0.07% | 263.2K | +14.68% | 24.34M | 92.51 | 1.11% | Share |
| 13 | AGG | iShares Core U.... | 98.84 | -0.1% | 207.72K | +14.13% | 20.55M | 97.57 | 0.94% | Share |
| 14 | COST | Costco Wholesal... | 979.43 | +0.76% | 20.88K | -1.29% | 19.75M | 615.37 | 0.90% | Share |
| 15 | JPM | JPMorgan Chase ... | 291.42 | +0.32% | 73.66K | +1.84% | 18.07M | 127.88 | 0.82% | Share |
| 16 | MA | Mastercard Inco... | 584.15 | +0.42% | 32.87K | -4.33% | 18.02M | 437.73 | 0.82% | Share |
| 17 | PGHY | Invesco Global ... | 19.94 | -0.3% | 852.76K | +13.66% | 16.9M | 19.36 | 0.77% | Share |
| 18 | IEFA | iShares Core MS... | 86.02 | -0.13% | 215.08K | +2.75% | 16.27M | 66.91 | 0.74% | Share |
| 19 | SGOV | iShares 0-3 Mon... | 100.58 | +0.02% | 154.24K | +11.63% | 15.53M | 100.42 | 0.71% | Share |
| 20 | GOOGL | Alphabet Inc. | 203.47 | -0.21% | 98.24K | +10.45% | 15.19M | 111.04 | 0.69% | Share |
| 21 | XOM | Exxon Mobil Cor... | 106.70 | +0.20% | 124.28K | -0.09% | 14.78M | 89.04 | 0.67% | Share |
| 22 | SPLV | Invesco S&P 500... | 73.01 | -0.67% | 194.71K | +35.95% | 14.55M | 62.88 | 0.66% | Share |
| 23 | META | Meta Platforms,... | 767.37 | -2.27% | 24.98K | +14.47% | 14.4M | 324.5 | 0.66% | Share |
| 24 | V | Visa Inc. | 342.66 | -0.53% | 39.28K | -5.85% | 13.77M | 235.28 | 0.63% | Share |
| 25 | ABBV | AbbVie Inc. | 206.48 | -0.1% | 63.55K | +8.50% | 13.32M | 143.13 | 0.61% | Share |
| 26 | AVGO | Broadcom Inc. | 305.69 | -0.21% | 78.61K | +2.40% | 13.16M | 172.38 | 0.60% | Share |
| 27 | IAU | iShares Gold Tr... | 62.83 | -0.17% | 219.38K | +0.23% | 12.93M | 37.83 | 0.59% | Share |
| 28 | VTV | Vanguard Value ... | 180.25 | -0.01% | 73.4K | +1.23% | 12.68M | 142.48 | 0.58% | Share |
| 29 | WMT | Walmart Inc. | 100.68 | +0.68% | 144.35K | -3.81% | 12.67M | 53.4 | 0.58% | Share |
| 30 | CVX | Chevron Corpora... | 155.48 | -0.68% | 75.14K | -6.58% | 12.57M | 147.92 | 0.57% | Share |
| 31 | SPLG | SPDR Portfolio ... | 75.67 | -0.05% | 186.65K | +148.74% | 12.27M | 60.27 | 0.56% | Share |
| 32 | VUG | Vanguard Growth... | 462.05 | -0.01% | 31.84K | -12.62% | 11.81M | 277.69 | 0.54% | Share |
| 33 | SMH | VanEck Semicond... | 296.88 | +0.42% | 53.26K | +7.66% | 11.26M | 200.63 | 0.51% | Share |
| 34 | KO | The Coca-Cola C... | 69.17 | -1.08% | 155.39K | +8.77% | 11.13M | 60.92 | 0.51% | Share |
| 35 | INCM | Franklin Temple... | 27.37 | -0.15% | 400.9K | +11.79% | 10.68M | 25.93 | 0.49% | Share |
| 36 | XMHQ | Invesco S&P Mid... | 102.96 | +0.50% | 116.55K | -5.44% | 10.67M | 83.16 | 0.49% | Share |
| 37 | VOO | Vanguard S&P 50... | 591.37 | -0.03% | 20.72K | +14.50% | 10.65M | 356.14 | 0.48% | Share |
| 38 | USMV | iShares MSCI US... | 93.45 | -0.07% | 110.99K | +3.81% | 10.4M | 77.04 | 0.47% | Share |
| 39 | BAC | Bank of America... | 47.91 | +2.08% | 244.73K | -0.92% | 10.21M | 32.66 | 0.46% | Share |
| 40 | IBM | International B... | 239.50 | -0.09% | 40.59K | +27.92% | 10.09M | 164.5 | 0.46% | Share |
| 41 | GOOG | Alphabet Inc. | 204.31 | -0.3% | 63.12K | -6.5% | 9.86M | 108.37 | 0.45% | Share |
| 42 | XLE | Energy Select S... | 85.06 | -0.59% | 105.4K | -1.79% | 9.85M | 79.76 | 0.45% | Share |
| 43 | IWF | iShares Russell... | 449.11 | +0.02% | 27.22K | -58.75% | 9.83M | 251.78 | 0.45% | Share |
| 44 | JNJ | Johnson & Johns... | 176.30 | -0.19% | 58.87K | +1.40% | 9.76M | 167.64 | 0.44% | Share |
| 45 | NFLX | Netflix, Inc. | 1244.71 | +0.47% | 10.47K | -8.74% | 9.76M | 422.65 | 0.44% | Share |
| 46 | OKE | ONEOK, Inc. | 73.03 | -1.22% | 91.88K | +0.90% | 9.12M | 67.62 | 0.41% | Share |
| 47 | IWM | iShares Russell... | 227.92 | +0.35% | 44.14K | -3.12% | 8.81M | 182.86 | 0.40% | Share |
| 48 | SBUX | Starbucks Corpo... | 92.54 | +2.14% | 89.1K | -3.08% | 8.74M | 79.02 | 0.40% | Share |
| 49 | XLK | Technology Sele... | 266.27 | +0.21% | 41.8K | -6.39% | 8.63M | 154.95 | 0.39% | Share |
| 50 | TSLA | Tesla, Inc. | 335.06 | +1.36% | 32.62K | +10.81% | 8.45M | 238.4 | 0.38% | Share |
| 51 | DFUS | Dimensional U.S... | 69.89 | +0.04% | 137.17K | +0.76% | 8.3M | 44.61 | 0.38% | Share |
| 52 | UPS | United Parcel S... | 86.52 | -2.22% | 74.27K | +11.47% | 8.17M | 160.71 | 0.37% | Share |
| 53 | EQIN | Columbia U.S. E... | 45.35 | +0.03% | 175.7K | +18.14% | 8.04M | 44.13 | 0.37% | Share |
| 54 | JBBB | Janus Henderson... | 48.49 | +0.22% | 164.39K | +100.00% | 8M | 48.67 | 0.36% | Share |
| 55 | WFC | Wells Fargo & C... | 77.47 | +0.47% | 111.19K | -0.68% | 7.98M | 42.04 | 0.36% | Share |
| 56 | IWP | iShares Russell... | 140.89 | +0.74% | 67.5K | +100.00% | 7.93M | 117.49 | 0.36% | Share |
| 57 | CLOZ | Panagram Bbb-B ... | 26.86 | +0.04% | 294.92K | +100.00% | 7.84M | 26.57 | 0.36% | Share |
| 58 | PM | Philip Morris I... | 166.51 | +0.19% | 49.13K | +7.79% | 7.8M | 104 | 0.35% | Share |
| 59 | MCD | McDonald's Corp... | 308.98 | +0.02% | 24.08K | +0.96% | 7.52M | 259.33 | 0.34% | Share |
| 60 | VO | Vanguard Mid Ca... | 285.98 | +0.06% | 28.95K | +23.18% | 7.49M | 217.07 | 0.34% | Share |
| 61 | DIA | SPDR Dow Jones ... | 449.00 | -0.12% | 17.53K | -2.1% | 7.36M | 354.84 | 0.33% | Share |
| 62 | IEMG | iShares Core MS... | 62.49 | +0.60% | 130.62K | +0.07% | 7.05M | 47.91 | 0.32% | Share |
| 63 | T | AT&T Inc. | 28.91 | +0.14% | 244.08K | -4.87% | 6.9M | 19.31 | 0.31% | Share |
| 64 | VCIT | Vanguard Interm... | 82.97 | -0.11% | 83.13K | +7.42% | 6.8M | 82.57 | 0.31% | Share |
| 65 | BND | Vanguard Total ... | 73.37 | -0.1% | 91.36K | -7.83% | 6.71M | 74.13 | 0.31% | Share |
| 66 | MRK | Merck & Co., In... | 84.22 | +0.01% | 72.17K | +12.05% | 6.48M | 96.54 | 0.29% | Share |
| 67 | XLF | Financial Selec... | 52.49 | +0.07% | 129.83K | +12.76% | 6.47M | 37.28 | 0.29% | Share |
| 68 | JPST | JPMorgan Ultra-... | 50.63 | +0.01% | 124.02K | +2.90% | 6.28M | 50.16 | 0.29% | Share |
| 69 | ET | Energy Transfer... | 17.34 | +0.61% | 334.12K | -3.74% | 6.21M | 11.5 | 0.28% | Share |
| 70 | IJR | iShares Core S&... | 114.60 | +0.14% | 58.8K | +2.00% | 6.15M | 95.98 | 0.28% | Share |
| 71 | GLD | SPDR Gold Share... | 306.94 | -0.16% | 20.9K | -21.39% | 6.02M | 179.39 | 0.27% | Share |
| 72 | UNH | UnitedHealth Gr... | 308.50 | +1.48% | 11.48K | +4.05% | 6.01M | 503.1 | 0.27% | Share |
| 73 | CSCO | Cisco Systems, ... | 66.93 | +1.10% | 97.23K | -0.86% | 6M | 45.25 | 0.27% | Share |
| 74 | MO | Altria Group, I... | 66.00 | +0.28% | 99.94K | +1.78% | 6M | 42.71 | 0.27% | Share |
| 75 | JEPI | JPMorgan Equity... | 56.74 | +0.10% | 104.5K | +0.74% | 5.97M | 54.07 | 0.27% | Share |
| 76 | IWD | iShares Russell... | 198.29 | 0.00% | 31.6K | -18.65% | 5.95M | 158.55 | 0.27% | Share |
| 77 | TMUS | T-Mobile US, In... | 255.13 | +0.20% | 22.08K | +34.13% | 5.89M | 209.22 | 0.27% | Share |
| 78 | MMM | 3M Company | 152.89 | +0.33% | 40.02K | -1.02% | 5.88M | 99.64 | 0.27% | Share |
| 79 | VZ | Verizon Communi... | 44.36 | +0.27% | 127.15K | -0.89% | 5.77M | 45.34 | 0.26% | Share |
| 80 | FBTC | Fidelity Wise O... | 101.44 | -0.58% | 80.07K | +9.92% | 5.76M | 65.25 | 0.26% | Share |
| 81 | QCOM | QUALCOMM Incorp... | 158.93 | +0.68% | 37.36K | +10.17% | 5.74M | 121.33 | 0.26% | Share |
| 82 | VIG | Vanguard Divide... | 209.50 | +0.01% | 29.19K | -6.61% | 5.66M | 159.81 | 0.26% | Share |
| 83 | DIS | The Walt Disney... | 116.56 | +1.01% | 57.1K | +6.18% | 5.64M | 103.9 | 0.26% | Share |
| 84 | LLY | Eli Lilly and C... | 698.85 | -0.34% | 6.79K | +100.00% | 5.61M | 825.91 | 0.26% | Share |
| 85 | DFAU | Dimensional US ... | 44.17 | +0.01% | 139.78K | +2.15% | 5.37M | 33.52 | 0.24% | Share |
| 86 | VTI | Vanguard Total ... | 316.54 | +0.02% | 19.42K | -3.78% | 5.34M | 239.28 | 0.24% | Share |
| 87 | DFAC | Dimensional U.S... | 37.37 | +0.05% | 161.28K | +0.86% | 5.32M | 30.84 | 0.24% | Share |
| 88 | PG | The Procter & G... | 155.77 | +0.91% | 31.21K | +8.21% | 5.32M | 149.1 | 0.24% | Share |
| 89 | XLV | Health Care Sel... | 135.88 | -0.24% | 35.96K | +3.09% | 5.25M | 132.85 | 0.24% | Share |
| 90 | FTLS | First Trust Lon... | 67.36 | -0.15% | 81.8K | +26.42% | 5.24M | 58.49 | 0.24% | Share |
| 91 | PLTR | Palantir Techno... | 174.02 | -1.78% | 62.09K | +11.05% | 5.24M | 54.52 | 0.24% | Share |
| 92 | QQQM | Invesco NASDAQ ... | 237.54 | -0.05% | 27.12K | -14.5% | 5.23M | 210.45 | 0.24% | Share |
| 93 | DFCF | Dimensional Cor... | 42.33 | -0.07% | 122.6K | -0.53% | 5.16M | 41.19 | 0.23% | Share |
| 94 | HD | The Home Depot,... | 394.67 | -1.18% | 13.82K | +2.21% | 5.06M | 302.28 | 0.23% | Share |
| 95 | BA | The Boeing Comp... | 232.42 | -1.21% | 29.58K | +4.10% | 5.04M | 194.19 | 0.23% | Share |
| 96 | IJS | iShares S&P Sma... | 105.72 | +0.08% | 51.1K | +3.03% | 4.98M | 88.75 | 0.23% | Share |
| 97 | PEP | PepsiCo, Inc. | 149.54 | -0.57% | 32.94K | +2.86% | 4.94M | 164.54 | 0.22% | Share |
| 98 | ICSH | iShares Ultra S... | 50.65 | +0.01% | 97.25K | -5.4% | 4.93M | 50.19 | 0.22% | Share |
| 99 | CAT | Caterpillar Inc... | 412.32 | +1.11% | 14.95K | +20.32% | 4.93M | 261.51 | 0.22% | Share |
| 100 | BUFR | First Trust Cbo... | 32.72 | +0.06% | 159.34K | +516.20% | 4.73M | 29.72 | 0.22% | Share |
| 101 | TLT | iShares 20+ Yea... | 86.17 | -0.27% | 51.02K | -3.59% | 4.64M | 97.82 | 0.21% | Share |
| 102 | SPOT | Spotify Technol... | 728.13 | -0.64% | 8.38K | +100.00% | 4.61M | 550.03 | 0.21% | Share |
| 103 | IBDQ | iShares iBonds ... | 25.14 | +0.02% | 181.2K | +3.58% | 4.56M | 24.95 | 0.21% | Share |
| 104 | PFE | Pfizer Inc. | 25.06 | -0.32% | 178.06K | -1.28% | 4.51M | 44.67 | 0.21% | Share |
| 105 | IBDR | iShares iBonds ... | 24.23 | +0.02% | 185.71K | +2.08% | 4.5M | 24.03 | 0.20% | Share |
| 106 | IWV | iShares Russell... | 365.50 | -0.02% | 13.99K | +4.73% | 4.44M | 314 | 0.20% | Share |
| 107 | MET | MetLife, Inc. | 77.75 | +0.54% | 53.89K | +1.40% | 4.33M | 63.31 | 0.20% | Share |
| 108 | IVW | iShares S&P 500... | 115.54 | +0.08% | 46.27K | +2.57% | 4.3M | 71.87 | 0.20% | Share |
| 109 | GOVT | iShares U.S. Tr... | 22.84 | -0.07% | 186.31K | -1.21% | 4.28M | 23.02 | 0.19% | Share |
| 110 | BSX | Boston Scientif... | 103.03 | -0.14% | 41.98K | +108.53% | 4.24M | 90.13 | 0.19% | Share |
| 111 | FBND | Fidelity Total ... | 45.73 | -0.03% | 92.64K | -15.4% | 4.23M | 45.47 | 0.19% | Share |
| 112 | KHC | The Kraft Heinz... | 27.26 | -1.48% | 138.81K | -5.45% | 4.22M | 35.65 | 0.19% | Share |
| 113 | SIVR | abrdn Physical ... | 36.26 | +0.19% | 129.64K | +61.79% | 4.21M | 29.17 | 0.19% | Share |
| 114 | UBER | Uber Technologi... | 93.94 | +1.44% | 56.17K | +55.47% | 4.09M | 46.84 | 0.19% | Share |
| 115 | LEXI | Alexis Practica... | 33.30 | +0.06% | 139.3K | 0.00% | 4.08M | 25.01 | 0.19% | Share |
| 116 | IBDS | iShares iBonds ... | 24.26 | +0.04% | 166.92K | +6.08% | 4.04M | 24.06 | 0.18% | Share |
| 117 | DUK | Duke Energy Cor... | 121.48 | -0.79% | 32.6K | +1.38% | 3.98M | 100.62 | 0.18% | Share |
| 118 | FLRN | SPDR Bloomberg ... | 30.80 | +0.02% | 127.66K | +8.57% | 3.93M | 30.63 | 0.18% | Share |
| 119 | TSN | Tyson Foods, In... | 56.06 | -1.3% | 60.12K | -0.36% | 3.84M | 66.81 | 0.17% | Share |
| 120 | DFIC | Dimensional Int... | 32.23 | -0.12% | 137.25K | -1.87% | 3.81M | 22.53 | 0.17% | Share |
| 121 | FTSL | First Trust Sen... | 46.08 | -0.01% | 83.28K | +61.27% | 3.8M | 44.99 | 0.17% | Share |
| 122 | GIS | General Mills, ... | 49.33 | -0.64% | 63.24K | +2.59% | 3.78M | 73.69 | 0.17% | Share |
| 123 | LQD | iShares iBoxx $... | 109.54 | -0.18% | 34.66K | +1.81% | 3.77M | 107.44 | 0.17% | Share |
| 124 | IJT | iShares S&P Sma... | 137.74 | +0.24% | 29.98K | +6.35% | 3.73M | 136.28 | 0.17% | Share |
| 125 | IBDT | iShares iBonds ... | 25.42 | -0.02% | 146.34K | +6.15% | 3.7M | 24.92 | 0.17% | Share |
| 126 | VONG | Vanguard Russel... | 115.57 | +0.03% | 39.82K | +36.22% | 3.7M | 91 | 0.17% | Share |
| 127 | IEI | iShares 3-7 Yea... | 118.71 | -0.04% | 31.14K | +3.80% | 3.68M | 116.05 | 0.17% | Share |
| 128 | DOW | Dow Inc. | 23.27 | -0.36% | 103.68K | +2.07% | 3.62M | 47.81 | 0.16% | Share |
| 129 | APH | Amphenol Corpor... | 111.11 | +1.75% | 55.18K | +18.27% | 3.62M | 44.83 | 0.16% | Share |
| 130 | TSM | Taiwan Semicond... | 241.34 | +1.03% | 21.7K | +6.21% | 3.6M | 122.41 | 0.16% | Share |
| 131 | IJH | iShares Core S&... | 63.67 | +0.23% | 61.32K | -3.35% | 3.58M | 50.83 | 0.16% | Share |
| 132 | VYM | Vanguard High D... | 136.95 | -0.03% | 27.67K | +9.43% | 3.57M | 104.89 | 0.16% | Share |
| 133 | CAH | Cardinal Health... | 149.63 | +0.02% | 25.71K | +100.00% | 3.54M | 137.77 | 0.16% | Share |
| 134 | IBDU | iShares iBonds ... | 23.36 | -0.06% | 152.25K | +4.53% | 3.52M | 22.81 | 0.16% | Share |
| 135 | PANW | Palo Alto Netwo... | 176.35 | -0.42% | 20.04K | +9.57% | 3.42M | 180.97 | 0.16% | Share |
| 136 | BMY | Bristol-Myers S... | 48.20 | -0.49% | 55.34K | -2.61% | 3.38M | 62.07 | 0.15% | Share |
| 137 | AGI | Alamos Gold Inc... | 26.14 | +0.60% | 125.77K | +83.69% | 3.36M | 21.96 | 0.15% | Share |
| 138 | F | Ford Motor Comp... | 11.46 | +0.13% | 330.88K | +11.63% | 3.32M | 12.07 | 0.15% | Share |
| 139 | HACK | Amplify Cyberse... | 83.09 | +0.23% | 45.84K | -10.68% | 3.29M | 70.97 | 0.15% | Share |
| 140 | AMGN | Amgen Inc. | 292.57 | -1.32% | 10.42K | -9.19% | 3.25M | 253.08 | 0.15% | Share |
| 141 | KR | The Kroger Co. | 69.80 | +0.15% | 47.94K | +0.19% | 3.24M | 43.57 | 0.15% | Share |
| 142 | RCL | Royal Caribbean... | 327.06 | +4.18% | 15.68K | +1.30% | 3.22M | 230.36 | 0.15% | Share |
| 143 | XLI | Industrial Sele... | 151.04 | +0.40% | 24.56K | +3.16% | 3.22M | 103.09 | 0.15% | Share |
| 144 | EFA | iShares MSCI EA... | 92.09 | -0.11% | 39.09K | -5.75% | 3.19M | 66.94 | 0.15% | Share |
| 145 | CLX | The Clorox Comp... | 119.53 | -2.16% | 21.55K | +2.24% | 3.17M | 141.58 | 0.14% | Share |
| 146 | EIPI | FT Energy Incom... | 19.66 | -0.41% | 156.1K | +0.37% | 3.17M | 18.59 | 0.14% | Share |
| 147 | GBIL | Goldman Sachs A... | 100.04 | +0.01% | 31.59K | +33.73% | 3.16M | 100.05 | 0.14% | Share |
| 148 | ABT | Abbott Laborato... | 130.34 | -1.07% | 23.78K | -25.87% | 3.15M | 108.57 | 0.14% | Share |
| 149 | FNDA | Schwab Fundamen... | 30.25 | +0.23% | 114.42K | -0.1% | 3.13M | 27.95 | 0.14% | Share |
| 150 | EEM | iShares MSCI Em... | 50.22 | +0.56% | 71.2K | +1.34% | 3.11M | 37.09 | 0.14% | Share |