Sowell Financial Services LLC Portfolio Holdings
Q3 2025•1,062 long positions•$2.6B portfolio value
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Holding1,137 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $102.5M 3.94% | -$298.2K Sold | 0.003% 402.5K shares | 403.6K → 402.5K −$298.2K | -0.29% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $77.7M 2.99% | +$335.7K Bought | 0.002% 416.3K shares | 414.5K → 416.3K +$335.7K | +0.43% | $4.54T Mega Cap | Q3 2019 Held for 6y 2m | |
Software - Infrastructure Technology | $73.2M 2.82% | -$6.3M Sold | 0.002% 141.3K shares | 153.4K → 141.3K −$6.3M | -7.88% | $3.85T Mega Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $70.1M 2.7% | -$904.8K Sold | — 116.8K shares | 118.3K → 116.8K −$904.8K | -1.27% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $56.3M 2.17% | -$1.4M Sold | — 84.2K shares | 86.2K → 84.2K −$1.4M | -2.35% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $51.4M 1.98% | -$1.5M Sold | — 77.2K shares | 79.4K → 77.2K −$1.5M | -2.76% | — — | Q3 2019 Held for 6y 2m | |
Specialty Retail Consumer Cyclical | $46.4M 1.79% | -$3.6M Sold | 0.002% 211.4K shares | 227.6K → 211.4K −$3.6M | -7.11% | $2.34T Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $35.6M 1.37% | +$1.6M Bought | — 960.9K shares | 916.8K → 960.9K +$1.6M | +4.81% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $33.7M 1.3% | +$1.2M Bought | — 664.2K shares | 640.5K → 664.2K +$1.2M | +3.69% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $32.2M 1.24% | +$157.7K Bought | — 165.6K shares | 164.8K → 165.6K +$157.7K | +0.49% | — — | Q3 2022 Held for 3y 2m | |
Insurance - Diversified Financial Services | $29.4M 1.13% | +$1.1M Bought | 0.003% 58.5K shares | 56.3K → 58.5K +$1.1M | +3.86% | $1.08T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $26.0M 0.999% | +$1.7M Bought | — 687.0K shares | 642.7K → 687.0K +$1.7M | +6.88% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $24.2M 0.933% | +$141.5K Bought | 0.001% 99.7K shares | 99.1K → 99.7K +$141.5K | +0.59% | $2.95T Mega Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $23.9M 0.92% | +$65.3K Bought | — 256.2K shares | 255.5K → 256.2K +$65.3K | +0.27% | — — | Q3 2019 Held for 6y 2m | |
Banks - Diversified Financial Services | $21.7M 0.834% | -$1.8M Sold | 0.002% 68.7K shares | 74.3K → 68.7K −$1.8M | -7.53% | $867.35B Mega Cap | Q3 2019 Held for 6y 2m | |
Internet Content & Information Communication Services | $21.2M 0.816% | -$3.3M Sold | 0.001% 28.9K shares | 33.3K → 28.9K −$3.3M | -13.37% | $1.84T Mega Cap | Q3 2019 Held for 6y 2m | |
Semiconductors Technology | $21.2M 0.814% | -$6.6M Sold | 0.001% 64.1K shares | 84.1K → 64.1K −$6.6M | -23.79% | $1.56T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $20.6M 0.792% | +$78.8K Bought | — 205.3K shares | 204.5K → 205.3K +$78.8K | +0.38% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $20.4M 0.783% | +$707.2K Bought | — 233.2K shares | 225.1K → 233.2K +$707.2K | +3.6% | — — | Q3 2022 Held for 3y 2m | |
Financial - Credit Services Financial Services | $19.8M 0.761% | +$501.1K Bought | 0.004% 34.8K shares | 33.9K → 34.8K +$501.1K | +2.6% | $514.21B Mega Cap | Q3 2019 Held for 6y 2m | |
Internet Content & Information Communication Services | $18.2M 0.701% | +$98.9K Bought | 0.001% 74.8K shares | 74.4K → 74.8K +$98.9K | +0.55% | $2.95T Mega Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $17.9M 0.688% | +$1.7M Bought | — 37.3K shares | 33.7K → 37.3K +$1.7M | +10.69% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $17.4M 0.671% | +$690.2K Bought | — 173.2K shares | 166.4K → 173.2K +$690.2K | +4.12% | — — | Q2 2023 Held for 2y 5m | |
Discount Stores Consumer Defensive | $17.3M 0.666% | -$1.9M Sold | 0.004% 18.7K shares | 20.8K → 18.7K −$1.9M | -9.94% | $410.27B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $16.6M 0.638% | +$62.2K Bought | — 830.4K shares | 827.3K → 830.4K +$62.2K | +0.38% | — — | Q3 2022 Held for 3y 2m | |
Unknown Unknown | $15.1M 0.58% | +$382.0K Bought | — 207.0K shares | 201.8K → 207.0K +$382.0K | +2.6% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $15.0M 0.579% | -$639.5K Sold | 0.001% 33.8K shares | 35.3K → 33.8K −$639.5K | -4.08% | $1.48T Mega Cap | Q3 2022 Held for 3y 2m | |
Software - Infrastructure Technology | $14.5M 0.558% | +$373.2K Bought | 0.003% 79.5K shares | 77.4K → 79.5K +$373.2K | +2.64% | $432.76B Mega Cap | Q2 2023 Held for 2y 5m | |
Discount Stores Consumer Defensive | $14.4M 0.553% | -$438.0K Sold | 0.002% 139.4K shares | 143.6K → 139.4K −$438.0K | -2.96% | $821.68B Mega Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $14.2M 0.548% | -$2.1M Sold | — 43.6K shares | 50.0K → 43.6K −$2.1M | -12.65% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $14.0M 0.539% | +$322.8K Bought | — 178.8K shares | 174.7K → 178.8K +$322.8K | +2.36% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $13.5M 0.521% | +$104.2K Bought | — 72.6K shares | 72.1K → 72.6K +$104.2K | +0.78% | — — | Q3 2022 Held for 3y 2m | |
Financial - Credit Services Financial Services | $13.3M 0.512% | -$21.5K Sold | 0.002% 39.0K shares | 39.0K → 39.0K −$21.5K | -0.16% | $662.60B Mega Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $13.2M 0.509% | -$266.4K Sold | — 21.6K shares | 22.0K → 21.6K −$266.4K | -1.97% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $13.2M 0.508% | +$401.9K Bought | — 28.2K shares | 27.3K → 28.2K +$401.9K | +3.14% | — — | Q3 2022 Held for 3y 2m | |
Oil & Gas Integrated Energy | $12.9M 0.496% | -$560.1K Sold | 0.003% 114.4K shares | 119.3K → 114.4K −$560.1K | -4.16% | $480.68B Mega Cap | Q3 2019 Held for 6y 2m | |
Banks - Diversified Financial Services | $12.3M 0.475% | -$222.2K Sold | 0.003% 239.2K shares | 243.5K → 239.2K −$222.2K | -1.77% | $382.12B Mega Cap | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $12.3M 0.474% | -$2.0M Sold | 0.003% 53.2K shares | 61.9K → 53.2K −$2.0M | -14.07% | $409.03B Mega Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $12.1M 0.466% | +$670.0K Bought | — 436.2K shares | 412.0K → 436.2K +$670.0K | +5.86% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.0M 0.462% | +$209.5K Bought | — 114.4K shares | 112.4K → 114.4K +$209.5K | +1.78% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $11.8M 0.455% | -$201.0K Sold | — 41.9K shares | 42.6K → 41.9K −$201.0K | -1.67% | — — | Q3 2022 Held for 3y 2m | |
Oil & Gas Integrated Energy | $11.4M 0.438% | -$982.2K Sold | 0.004% 73.4K shares | 79.7K → 73.4K −$982.2K | -7.94% | $312.88B Mega Cap | Q3 2019 Held for 6y 2m | |
Drug Manufacturers - General Healthcare | $11.0M 0.424% | -$143.1K Sold | 0.002% 59.5K shares | 60.2K → 59.5K −$143.1K | -1.28% | $446.55B Mega Cap | Q3 2019 Held for 6y 2m | |
Unknown Unknown | $10.7M 0.413% | +$3.5M Bought | — 253.5K shares | 171.7K → 253.5K +$3.5M | +47.63% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.7M 0.413% | +$43.6K Bought | — 82.4K shares | 82.1K → 82.4K +$43.6K | +0.41% | — — | Q4 2024 Held for 11 months | |
Entertainment Communication Services | $10.2M 0.391% | -$4.3M Sold | 0.002% 8.5K shares | 12.0K → 8.5K −$4.3M | -29.58% | $509.45B Mega Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $10.1M 0.39% | +$294.0K Bought | — 140.0K shares | 135.9K → 140.0K +$294.0K | +2.99% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $10.1M 0.388% | -$567.9K Sold | — 106.0K shares | 112.0K → 106.0K −$567.9K | -5.33% | — — | Q3 2022 Held for 3y 2m | |
Information Technology Services Technology | $9.9M 0.382% | -$1.4M Sold | 0.004% 35.2K shares | 40.2K → 35.2K −$1.4M | -12.28% | $262.84B Mega Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $9.7M 0.373% | +$1.3M Bought | — 68.1K shares | 58.7K → 68.1K +$1.3M | +16.12% | — — | Q1 2025 Held for 8 months |
