HoldingsChannel.com
Sowell Financial Services LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 776,738 +54,622 $39,070
     JPST776,738+54,622$39,070
ISHARES CORE S&P 500 ETF (IVV) 83,907 -7,219 $23,877
     IVV83,907-7,219$23,877
INVESCO QQQ TRUST 130,322 +28,288 $23,414
     QQQ130,322+28,288$23,414
APPLE INC COM 102,027 +8,146 $19,380
     AAPL102,027+8,146$19,380
MICROSOFT CORP COM 156,797 -9,719 $18,493
     MSFT156,797-9,719$18,493
SPDR S&P 500 ETF (SPY) 53,494 +2,445 $15,111
     SPY53,494+2,445$15,111
BERKSHIRE HATHAWAY INC DEL CL B NEW      $12,510
     BRK.B47,279+7,738$9,498
     BRK.A10+10$3,012
FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) 195,962 -5,034 $11,754
     FTSM195,962-5,034$11,754
BOEING CO COM 30,377 -708 $11,586
     BA30,377-708$11,586
PROSHARES ULTRASHORT S&P 500 (SDS) 338,800 +338,800 $11,279
     SDS338,800+338,800$11,279
PROSHARES ULTRASHORT QQQ (QID) 311,304 +311,304 $10,709
     QID311,304+311,304$10,709
PROSHARES ULTRASHORT RUSSELL2000 (TWM) 674,234 +674,234 $10,451
     TWM674,234+674,234$10,451
VERIZON COMMUNICATIONS INC COM 162,703 +10,356 $9,621
     VZ162,703+10,356$9,621
PFIZER INC COM 223,186 +8,614 $9,479
     PFE223,186+8,614$9,479
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 84,108 -10,174 $9,174
     AGG84,108-10,174$9,174
COCA COLA CO COM 188,026 +11,060 $8,811
     KO188,026+11,060$8,811
AT&T INC COM 277,294 +11,679 $8,696
     T277,294+11,679$8,696
ISHARES S&P SMALL CAP FUND (IJR) 111,364 -62,264 $8,592
     IJR111,364-62,264$8,592
BANK AMER CORP COM 310,792 -87,191 $8,575
     BAC310,792-87,191$8,575
EXXON MOBIL CORP COM 105,137 +5,588 $8,495
     XOM105,137+5,588$8,495
AMAZON COM INC COM 4,618 +4,618 $8,224
     AMZN4,618+4,618$8,224
CHEVRON CORP NEW COM 66,259 -398 $8,162
     CVX66,259-398$8,162
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 149,644 +63,352 $7,738
     IEMG149,644+63,352$7,738
ISHARES RUSSELL 2000 ETF (IWM) 49,972 +23,544 $7,650
     IWM49,972+23,544$7,650
JOHNSON & JOHNSON COM 53,740 +3,205 $7,512
     JNJ53,740+3,205$7,512
STARBUCKS CORP COM 100,357 -765 $7,461
     SBUX100,357-765$7,461
SPDR DOW JONES INDUSTRIAL AVERAGE ETF (DIA) 28,683 -62 $7,433
     DIA28,683-62$7,433
ISHARES CORE MSCI EAFE ETF (IEFA) 121,489 -14,752 $7,383
     IEFA121,489-14,752$7,383
PHILIP MORRIS INTL INC COM 82,184 +5,398 $7,264
     PM82,184+5,398$7,264
CISCO SYS INC COM 131,633 -2,581 $7,107
     CSCO131,633-2,581$7,107
MERCK & CO INC COM 84,479 +549 $7,026
     MRK84,479+549$7,026
ISHARES RUSSELL MID CAP GROWTH ETF (IWP) 49,129 +47,089 $6,665
     IWP49,129+47,089$6,665
ALTRIA GROUP INC COM 114,869 +6,095 $6,597
     MO114,869+6,095$6,597
JPMORGAN CHASE & CO COM      $6,307
     JPM62,202+9,103$6,297
     Call100+100$10
VANGUARD REAL ESTATE ETF (VNQ) 71,665 +58,755 $6,228
     VNQ71,665+58,755$6,228
INTEL CORP COM 114,880 +1,583 $6,169
     INTC114,880+1,583$6,169
WELLS FARGO CO NEW COM 121,978 +14,668 $5,894
     WFC121,978+14,668$5,894
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 108,717 +42,464 $5,684
     SCHD108,717+42,464$5,684
ISHARES S&P MIDCAP FUND (IJH) 29,128 -1,967 $5,517
     IJH29,128-1,967$5,517
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 34,787 +15,479 $5,265
     IWF34,787+15,479$5,265
GENERAL MLS INC COM 100,127 +8,496 $5,182
     GIS100,127+8,496$5,182
UNITED PARCEL SERVICE INC CL B 42,530 +493 $4,752
     UPS42,530+493$4,752
FACEBOOK INC CL A 26,578 -87 $4,430
     FB26,578-87$4,430
ISHARES MSCI EAFE ETF (EFA) 64,747 +1,754 $4,199
     EFA64,747+1,754$4,199
PROCTER AND GAMBLE CO COM 39,704 +6,690 $4,131
     PG39,704+6,690$4,131
PROSHARES ULTRA S&P 500 (SSO) 34,549 +23,743 $4,070
     SSO34,549+23,743$4,070
FIRST TRUST SENIOR LOAN FUND (FTSL) 84,143 +61,366 $3,963
     FTSL84,143+61,366$3,963
VANGUARD SHORT TERM CORPORATE BOND INDEX FUND (VCSH) 49,485 -14,118 $3,947
     VCSH49,485-14,118$3,947
BP PLC SPONSORED ADR 89,919 -4,187 $3,931
     BP89,919-4,187$3,931
SCHWAB U.S. LARGE CAP ETF (SCHX) 56,110 +1,636 $3,794
     SCHX56,110+1,636$3,794

See Full List: All Stocks Held By Sowell Financial Services LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sowell Financial Services LLC

Size ($ in 1000's)
At 03/31/2019: $895,749
At 12/31/2018: $706,030

Sowell Financial Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sowell Financial Services LLC 13F filings. Link to 13F filings: SEC filings

Sowell Financial Services LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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