Sowell Financial Services LLC Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$2.5T
Holdings
1,040
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,040 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | JEPQJ P MORGAN EXCHANGE TRADED F | 47,785 | $2.6B | 0.11% | |
| 202 | HONHONEYWELL INTL INC | 11,104 | $2.6B | 0.11% | |
| 203 | CVSCVS HEALTH CORP | 37,220 | $2.6B | 0.10% | |
| 204 | CLXCLOROX CO DEL | 21,336 | $2.6B | 0.10% | |
| 205 | FDNFIRST TR EXCHANGE-TRADED FD | 9,352 | $2.5B | 0.10% | |
| 206 | NLRVANECK ETF TRUST | 22,498 | $2.5B | 0.10% | |
| 207 | FEFIRSTENERGY CORP | 61,142 | $2.5B | 0.10% | |
| 208 | KLACKLA CORP | 2,724 | $2.4B | 0.10% | |
| 209 | PAHCPHIBRO ANIMAL HEALTH CORP | 95,242 | $2.4B | 0.10% | |
| 210 | QQEWFIRST TR EXCHANGE-TRADED FD | 17,759 | $2.4B | 0.10% | |
| 211 | AQLTISHARES TR | 18,211 | $2.4B | 0.10% | |
| 212 | AMATAPPLIED MATLS INC | 13,206 | $2.4B | 0.10% | |
| 213 | PSAPUBLIC STORAGE OPER CO | 8,211 | $2.4B | 0.10% | |
| 214 | SPABSPDR SERIES TRUST | 93,356 | $2.4B | 0.10% | |
| 215 | IPAYAMPLIFY ETF TR | 39,463 | $2.4B | 0.10% | |
| 216 | URIUNITED RENTALS INC | 3,138 | $2.4B | 0.10% | |
| 217 | HSYHERSHEY CO | 14,241 | $2.4B | 0.10% | |
| 218 | FSMBFIRST TR EXCH TRADED FD III | 117,220 | $2.3B | 0.10% | |
| 219 | DOWDOW INC | 87,916 | $2.3B | 0.09% | |
| 220 | EPDENTERPRISE PRODS PARTNERS L | 74,907 | $2.3B | 0.09% | |
| 221 | IWOISHARES TR | 8,073 | $2.3B | 0.09% | |
| 222 | KMIKINDER MORGAN INC DEL | 78,407 | $2.3B | 0.09% | |
| 223 | MTUMISHARES TR | 9,533 | $2.3B | 0.09% | |
| 224 | XLYSELECT SECTOR SPDR TR | 10,508 | $2.3B | 0.09% | |
| 225 | CWBSPDR SERIES TRUST | 27,510 | $2.3B | 0.09% | |
| 226 | HBC2HSBC HLDGS PLC | 37,231 | $2.3B | 0.09% | |
| 227 | VTVANGUARD INTL EQUITY INDEX F | 17,558 | $2.3B | 0.09% | |
| 228 | IBKRINTERACTIVE BROKERS GROUP IN | 40,491 | $2.2B | 0.09% | |
| 229 | DRIDARDEN RESTAURANTS INC | 10,278 | $2.2B | 0.09% | |
| 230 | SGOLETFS GOLD TR | 71,029 | $2.2B | 0.09% | |
| 231 | MCKMCKESSON CORP | 3,049 | $2.2B | 0.09% | |
| 232 | PTLNORTHERN LTS FD TR IV | 9,735 | $2.2B | 0.09% | |
| 233 | HDVISHARES TR | 19,037 | $2.2B | 0.09% | |
| 234 | DFSDDIMENSIONAL ETF TRUST | 46,308 | $2.2B | 0.09% | |
| 235 | GMUBGOLDMAN SACHS ETF TR | 44,519 | $2.2B | 0.09% | |
| 236 | VCSHVANGUARD SCOTTSDALE FDS | 27,923 | $2.2B | 0.09% | |
| 237 | USFRWISDOMTREE TR | 44,121 | $2.2B | 0.09% | |
| 238 | LMTLOCKHEED MARTIN CORP | 4,774 | $2.2B | 0.09% | |
| 239 | SPDWSPDR INDEX SHS FDS | 54,527 | $2.2B | 0.09% | |
| 240 | HYGISHARES TR | 27,133 | $2.2B | 0.09% | |
| 241 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.2B | 0.09% | |
| 242 | IEIISHARES TR | 18,314 | $2.2B | 0.09% | |
| 243 | BILSPDR SERIES TRUST | 23,720 | $2.2B | 0.09% | |
| 244 | SCZISHARES TR | 29,688 | $2.2B | 0.09% | |
| 245 | ISMDNORTHERN LTS FD TR IV | 60,430 | $2.1B | 0.09% | |
| 246 | LOWLOWES COS INC | 9,631 | $2.1B | 0.09% | |
| 247 | PLDPROLOGIS INC. | 20,278 | $2.1B | 0.09% | |
| 248 | HHHHOWARD HUGHES HOLDINGS INC | 31,353 | $2.1B | 0.09% | |
| 249 | WMWASTE MGMT INC DEL | 9,234 | $2.1B | 0.09% | |
| 250 | DELLDELL TECHNOLOGIES INC | 17,116 | $2.1B | 0.09% | |
| 251 | COFCAPITAL ONE FINL CORP | 9,838 | $2.1B | 0.09% | |
| 252 | UTGREAVES UTIL INCOME FD | 57,609 | $2.1B | 0.08% | |
| 253 | VGSHVANGUARD SCOTTSDALE FDS | 35,440 | $2.1B | 0.08% | |
| 254 | LMBSFIRST TR EXCHANGE-TRADED FD | 42,269 | $2.1B | 0.08% | |
| 255 | BNBROOKFIELD CORP | 33,354 | $2.1B | 0.08% | |
| 256 | DEIDOUGLAS EMMETT INC | 136,348 | $2.1B | 0.08% | |
| 257 | ADPAUTOMATIC DATA PROCESSING IN | 6,637 | $2.0B | 0.08% | |
| 258 | NEENEXTERA ENERGY INC | 29,470 | $2.0B | 0.08% | |
| 259 | EFGISHARES TR | 18,250 | $2.0B | 0.08% | |
| 260 | IGICINTL GNRL INSURANCE HLDNGS L | 84,923 | $2.0B | 0.08% | |
| 261 | SOSOUTHERN CO | 22,148 | $2.0B | 0.08% | |
| 262 | PBTPINVESCO EXCH TRADED FD TR II | 78,240 | $2.0B | 0.08% | |
| 263 | JBLJABIL INC | 9,291 | $2.0B | 0.08% | |
| 264 | SJNKSPDR SERIES TRUST | 79,495 | $2.0B | 0.08% | |
| 265 | XFFCXFLAHERTY & CRUMRINE PFD SECS | 124,186 | $2.0B | 0.08% | |
| 266 | IGSBISHARES TR | 38,139 | $2.0B | 0.08% | |
| 267 | XJQCXNUVEEN CR STRATEGIES INCOME | 373,043 | $2.0B | 0.08% | |
| 268 | CIBRFIRST TR EXCHANGE TRADED FD | 26,288 | $2.0B | 0.08% | |
| 269 | XLFISELECT SECTOR SPDR TR | 24,521 | $2.0B | 0.08% | |
| 270 | VBRVANGUARD INDEX FDS | 10,155 | $2.0B | 0.08% | |
| 271 | LRCXLAM RESEARCH CORP | 20,273 | $2.0B | 0.08% | |
| 272 | GCORGOLDMAN SACHS ETF TR | 47,483 | $2.0B | 0.08% | |
| 273 | GCOWPACER FDS TR | 51,342 | $1.9B | 0.08% | |
| 274 | WYWEYERHAEUSER CO MTN BE | 75,681 | $1.9B | 0.08% | |
| 275 | VNLAJANUS DETROIT STR TR | 39,509 | $1.9B | 0.08% | |
| 276 | BNDXVANGUARD CHARLOTTE FDS | 38,939 | $1.9B | 0.08% | |
| 277 | ISRGINTUITIVE SURGICAL INC | 3,533 | $1.9B | 0.08% | |
| 278 | XLCSELECT SECTOR SPDR TR | 17,652 | $1.9B | 0.08% | |
| 279 | OZKBANK OZK LITTLE ROCK ARK | 40,682 | $1.9B | 0.08% | |
| 280 | QYLDGLOBAL X FDS | 114,190 | $1.9B | 0.08% | |
| 281 | DALDELTA AIR LINES INC DEL | 38,787 | $1.9B | 0.08% | |
| 282 | TPSCTIMOTHY PLAN | 48,789 | $1.9B | 0.08% | |
| 283 | COPCONOCOPHILLIPS | 20,888 | $1.9B | 0.08% | |
| 284 | JNKSPDR SERIES TRUST | 19,233 | $1.9B | 0.08% | |
| 285 | OREALTY INCOME CORP | 32,108 | $1.8B | 0.08% | |
| 286 | UNHUNITEDHEALTH GROUP INC | 5,819 | $1.8B | 0.07% | |
| 287 | FJUNFIRST TR EXCHNG TRADED FD VI | 33,720 | $1.8B | 0.07% | |
| 288 | VBVANGUARD INDEX FDS | 7,633 | $1.8B | 0.07% | |
| 289 | MGVVANGUARD WORLD FD | 13,609 | $1.8B | 0.07% | |
| 290 | UNMUNUM GROUP | 22,000 | $1.8B | 0.07% | |
| 291 | CITHE CIGNA GROUP | 5,351 | $1.8B | 0.07% | |
| 292 | FDXFEDEX CORP | 7,774 | $1.8B | 0.07% | |
| 293 | IYRISHARES TR | 18,590 | $1.8B | 0.07% | |
| 294 | IBHEISHARES TR | 74,809 | $1.7B | 0.07% | |
| 295 | WHWYNDHAM HOTELS & RESORTS INC | 21,396 | $1.7B | 0.07% | |
| 296 | TMOTHERMO FISHER SCIENTIFIC INC | 4,214 | $1.7B | 0.07% | |
| 297 | JJSFJ & J SNACK FOODS CORP | 14,841 | $1.7B | 0.07% | |
| 298 | NOWSERVICENOW INC | 1,635 | $1.7B | 0.07% | |
| 299 | CMCSACOMCAST CORP NEW | 47,040 | $1.7B | 0.07% | |
| 300 | MIGAMICROSTRATEGY INC | 4,152 | $1.7B | 0.07% |