Sowell Financial Services LLC Q4 2022 Filing
Filed February 9, 2023
Portfolio Value
$1.5T
Holdings
520
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (520 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | MUBiShares National Muni Bond ETF IV | 39,516 | $4K | 0.00% | |
| 302 | BIVVanguard Intermediate Term Bo ETF IV | 54,289 | $4K | 0.00% | |
| 303 | AQLTiShares Core MSCI EAFE ETF | 74,986 | $4K | 0.00% | |
| 304 | BMYBristol-Myers Squibb | 48,243 | $3K | 0.00% | |
| 305 | FFord Motor Co | 274,587 | $3K | 0.00% | |
| 306 | CATCaterpillar Inc | 14,513 | $3K | 0.00% | |
| 307 | CLXClorox Co | 23,714 | $3K | 0.00% | |
| 308 | JEPIJ P Morgan (exchange-Traded FD Equity Premium) | 65,972 | $3K | 0.00% | |
| 309 | VBRVanguard Small Cap Value ETF IV | 22,467 | $3K | 0.00% | |
| 310 | SJNKSPDR BLMBRG BRCLY SHT TRM HGH ETF | 141,789 | $3K | 0.00% | |
| 311 | AQLTiShares Select Dividend ETF IV | 29,358 | $3K | 0.00% | |
| 312 | INTCIntel Corp | 121,511 | $3K | 0.00% | |
| 313 | VYMVanguard High Dividend Yield ETF | 29,685 | $3K | 0.00% | |
| 314 | VUGVanguard Growth ETF | 15,767 | $3K | 0.00% | |
| 315 | MCHPMicrochip Technology | 46,249 | $3K | 0.00% | |
| 316 | MDTMedtronic PLC F | 38,591 | $3K | 0.00% | |
| 317 | ROSTRoss Stores Inc | 26,657 | $3K | 0.00% | |
| 318 | HDViShares Core High Dividend ETF IV | 34,015 | $3K | 0.00% | |
| 319 | FLCFlah &crum TTL RTRN (FND) | 216,975 | $3K | 0.00% | |
| 320 | NFLXNetflix Inc | 11,184 | $3K | 0.00% | |
| 321 | XLFISPDR Fund Consumer Staples ETF IV | 52,171 | $3K | 0.00% | |
| 322 | TSLATesla Inc | 29,037 | $3K | 0.00% | |
| 323 | VNQVanguard Real Estate ETF IV | 37,743 | $3K | 0.00% | |
| 324 | DUKDuke Energy Corp | 32,122 | $3K | 0.00% | |
| 325 | XLFSelect STR Financial Select SPDR ETF | 87,996 | $3K | 0.00% | |
| 326 | SYYSysco Corp | 50,009 | $3K | 0.00% | |
| 327 | IEMGiShares Core MSCI Emerging ETF | 81,229 | $3K | 0.00% | |
| 328 | QYLDGlobal X Nasdaq 100 Covered Call ETF | 244,632 | $3K | 0.00% | |
| 329 | ICSHiShares Ultra Short Term Bond ETF | 66,369 | $3K | 0.00% | |
| 330 | VGSHVanguard Scottsdale (FDS Short Term Treas) | 64,960 | $3K | 0.00% | |
| 331 | DGDollar General Corp | 13,145 | $3K | 0.00% | |
| 332 | FTSLFirst Trust Senior Loan ETF | 83,529 | $3K | 0.00% | |
| 333 | USMViShares Edge MSCI Min Vol USA ETF | 47,552 | $3K | 0.00% | |
| 334 | METAFacebook Inc Class A | 27,475 | $3K | 0.00% | |
| 335 | IJHiShares Core S&P Mid-Cap ETF | 14,056 | $3K | 0.00% | |
| 336 | AMTAmern Tower Corp REIT | 12,087 | $2K | 0.00% | |
| 337 | XLISelect Sector Industrial SPDR ETF IV | 27,509 | $2K | 0.00% | |
| 338 | DFAUDimensional ETF (trust US Core EQT MKT) | 95,125 | $2K | 0.00% | |
| 339 | MRSHMarsh & MC Lennan Co | 14,838 | $2K | 0.00% | |
| 340 | GPNGlobal Payments Inc | 24,503 | $2K | 0.00% | |
| 341 | CSTKInvesco Actively (managed ETF S&P500 Downsid) | 62,348 | $2K | 0.00% | |
| 342 | DYHTarget Corp | 15,413 | $2K | 0.00% | |
| 343 | EFViShares TR EAFE (value Etf) | 46,298 | $2K | 0.00% | |
| 344 | CAGConagra Brands Inc | 55,103 | $2K | 0.00% | |
| 345 | TLTiShares 20 PLS Year Treasury BND ETF | 20,216 | $2K | 0.00% | |
| 346 | MBBiShares MBS ETF IV | 21,705 | $2K | 0.00% | |
| 347 | SUBiShares Short-Term | 20,415 | $2K | 0.00% | |
| 348 | CWBSPDR Bloomberg Barclays Convertible | 31,610 | $2K | 0.00% | |
| 349 | NKENike Inc Class B | 20,822 | $2K | 0.00% | |
| 350 | VXUSVanguard Total Interntl Stock ETF IV | 44,203 | $2K | 0.00% | |
| 351 | MDLZMondelez Intl Class A | 43,710 | $2K | 0.00% | |
| 352 | IBMIBM Corp | 21,175 | $2K | 0.00% | |
| 353 | SPABSPDR Portfolio (aggregate Bond Etf) | 89,022 | $2K | 0.00% | |
| 354 | XLVSelect Sector Health Care SPDR ETF | 20,159 | $2K | 0.00% | |
| 355 | VEAVanguard FTSE Developed Mats ETF IV | 59,783 | $2K | 0.00% | |
| 356 | CLColgate-Palmolive Co | 35,843 | $2K | 0.00% | |
| 357 | UTGReaves Util Income (FD Com SH Ben Int) | 74,636 | $2K | 0.00% | |
| 358 | LMBSFRST TRT Low DTN Opnts ETF IV | 59,225 | $2K | 0.00% | |
| 359 | RDVYFT Rising Dividend Achievers ETF IV | 46,068 | $2K | 0.00% | |
| 360 | VEUVanguard FTSE All World Ex US ETF | 48,967 | $2K | 0.00% | |
| 361 | COPConocophillips | 21,208 | $2K | 0.00% | |
| 362 | BIPBrookfield Infrastruc LP | 64,622 | $2K | 0.00% | |
| 363 | TDTTFlexshares iBoxx 3 YR TIPS Idx ETF | 96,532 | $2K | 0.00% | |
| 364 | IXUSiShares Core MSCI Totl Intl STCK ETF | 41,822 | $2K | 0.00% | |
| 365 | VWOVanguard FTSE Emerging Mark ETF IV | 62,244 | $2K | 0.00% | |
| 366 | VIGVanguard Dividend Appreciation ETF | 19,046 | $2K | 0.00% | |
| 367 | WYWeyerhaeuser Co REIT | 88,291 | $2K | 0.00% | |
| 368 | FDXFedex Corp | 15,477 | $2K | 0.00% | |
| 369 | STTState Street Corp | 27,364 | $2K | 0.00% | |
| 370 | TRVCCitigroup Inc | 49,925 | $2K | 0.00% | |
| 371 | ISTBiShares Core 1 5 Year Usd Bond ETF | 56,025 | $2K | 0.00% | |
| 372 | EFGiShares MSCI EAFE Growth ETF | 25,670 | $2K | 0.00% | |
| 373 | IHIiShares US Medical Devices ETF | 46,744 | $2K | 0.00% | |
| 374 | DFICDimensional ETF TR (international Core Equity 2 Etf) | 104,335 | $2K | 0.00% | |
| 375 | BSTBlackRock Science (&technology SHS) | 78,179 | $2K | 0.00% | |
| 376 | QTECFirst Trust (portfolios LP SHS) | 19,444 | $2K | 0.00% | |
| 377 | XLUSelect Sector Uti Select SPDR ETF IV | 33,773 | $2K | 0.00% | |
| 378 | OKEOneok Inc | 35,204 | $2K | 0.00% | |
| 379 | MDYVSPDR Ser TR S&P 400 (MDCP Val) | 34,507 | $2K | 0.00% | |
| 380 | BSVVanguard Short-Term Bond ETF IV | 38,125 | $2K | 0.00% | |
| 381 | JJSFJ & J Snack Foods Corp Com | 16,714 | $2K | 0.00% | |
| 382 | ULUnilever PLC F Sponsored ADR | 54,346 | $2K | 0.00% | |
| 383 | EPDEnterprise Prods Part LP | 84,027 | $2K | 0.00% | |
| 384 | SOSouthern Co | 30,120 | $2K | 0.00% | |
| 385 | XARSPDR Ser TR (aerospace Def) | 18,283 | $2K | 0.00% | |
| 386 | BILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF | 24,445 | $2K | 0.00% | |
| 387 | FUTYFidelity MSCI Utils (index Etf) | 48,864 | $2K | 0.00% | |
| 388 | CRMSalesforce Com | 17,091 | $2K | 0.00% | |
| 389 | GUNRFlexshares Trust (morningstar Global Upstream Nat Res Idx) | 50,522 | $2K | 0.00% | |
| 390 | TFLOiShares Treasury Floatng Rate BD ETF | 56,143 | $2K | 0.00% | |
| 391 | SCHVSchwab US Large Cap Value ETF | 22,649 | $1K | 0.00% | |
| 392 | EEMSiShares Inc Em MKT (SM-CP Etf) | 40,774 | $1K | 0.00% | |
| 393 | GDXJVaneck Vectors ETF (TR JR Gold Miners E) | 31,093 | $1K | 0.00% | |
| 394 | XLBSPDR Fund Materials Select Se ETF IV | 16,091 | $1K | 0.00% | |
| 395 | MSOSAdvisorshares Pure US Cannabis ETF | 272,095 | $1K | 0.00% | |
| 396 | AMDAdvanced Micro Devic | 20,809 | $1K | 0.00% | |
| 397 | IEFiShares 7-10 Year Treasury Bond ETF | 12,018 | $1K | 0.00% | |
| 398 | SCZiShares MSCI EAFE Small Cap ETF | 28,223 | $1K | 0.00% | |
| 399 | IDV*iShares International Sel DIV ETF | 37,717 | $1K | 0.00% | |
| 400 | MTUMiShares Edge MSCI USA Momentum Facto | 10,773 | $1K | 0.00% |