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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Sowell Financial Services LLC INSTITUTION : Sowell Financial Services LLC
Sowell Financial Services LLC Portfolio (reported on 2019-11-14)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES CORE S&P 500 ETF    (ETF) IVV 32,912,000 110,251 2.71%
INVESCO QQQ TRUST    (ETF) 32,536,000 172,319 2.68%
JPMORGAN ULTRA-SHORT INCOME ETF    (ETF) 30,560,000 606,051 2.52%
APPLE INC COM    (COM) AAPL 27,166,000 121,295 2.24%
MICROSOFT CORP COM    (COM) MSFT 23,563,000 169,485 1.94%
SPDR S&P 500 ETF    (ETF) SPY 22,504,000 75,829 1.85%
FIRST TRUST ENHANCED SHORT MATURITY ETF    (ETF) FTSM 14,593,000 242,938 1.20%
ISHARES EDGE MSCI MIN VOL USA ETF    (ETF) USMV 13,239,000 206,539 1.09%
AT&T INC COM    (COM) T 12,557,000 331,843 1.03%
VERIZON COMMUNICATIONS INC COM    (COM) VZ 11,880,000 196,816 0.98%
SPDR GOLD SHARES    (ETF) GLD 11,702,000 84,268 0.96%
ISHARES SILVER TRUST    (ETF) SLV 11,658,000 732,256 0.96%
COCA COLA CO COM    (COM) KO 11,620,000 213,442 0.96%
BOEING CO COM    (COM) BA 11,467,000 30,140 0.94%
AMAZON COM INC COM    (COM) AMZN 11,143,000 6,419 0.92%
WALMART INC COM    (COM) WMT 10,854,000 91,458 0.89%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (COM) BRK/B 10,704,000 51,455 0.88%
STARBUCKS CORP COM    (COM) SBUX 10,269,000 116,139 0.84%
CHEVRON CORP NEW COM    (COM) CVX 10,115,000 85,280 0.83%
ISHARES CORE U.S. AGGREGATE BOND ETF    (ETF) AGG 9,567,000 84,536 0.79%
JPMORGAN CHASE & CO COM    (COM) JPM 9,185,000 78,041 0.75%
PFIZER INC COM    (COM) PFE 9,128,000 254,050 0.75%
JOHNSON & JOHNSON COM    (COM) JNJ 9,126,000 70,533 0.75%
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF    (ETF) ISI 9,021,000 134,495 0.74%
BANK AMER CORP COM    (COM) BAC 8,982,000 307,904 0.74%
EXXON MOBIL CORP COM    (COM) XOM 8,962,000 126,921 0.74%
MERCK & CO INC COM    (COM) MRK 8,891,000 105,617 0.73%
ISHARES 20PLUS YEAR TREASURY BOND ETF    (ETF) TLT 8,837,000 61,759 0.73%
ISHARES S&P SMALL-CAP FUND    (ETF) IJR 8,754,000 112,457 0.72%
ISHARES CORE MSCI EAFE ETF    (ETF) IEFA 8,603,000 140,875 0.71%
VANGUARD S&P 500 ETF    (ETF) VOO 8,417,000 30,878 0.69%
ISHARES RUSSELL 2000 ETF    (ETF) IWM 8,001,000 52,865 0.66%
ISHARES SHORT MATURITY BOND ETF    (ETF) NEAR 7,949,000 157,901 0.65%
PHILIP MORRIS INTL INC COM    (COM) PM 7,572,000 99,725 0.62%
ISHARES CORE MSCI EMERGING MARKETS ETF    (ETF) IEMG 6,918,000 141,129 0.57%
FIRST TRUST SENIOR LOAN FUND    (ETF) FTSL 6,904,000 145,625 0.57%
INVESCO S&P 500 EQUAL WEIGHT ETF    (ETF) 6,885,000 63,704 0.56%
PROSHARES ULTRA S&P 500    (ETF) SSO 6,881,000 53,569 0.56%
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF    (ETF) LMBS 6,818,000 131,140 0.56%
WELLS FARGO CO NEW COM    (COM) WFC 6,570,000 130,259 0.54%
CISCO SYS INC COM    (COM) CSCO 6,381,000 129,151 0.52%
UNITED PARCEL SERVICE INC CL B    (COM) UPS 6,313,000 52,691 0.52%
INTEL CORP COM    (COM) INTC 6,292,000 122,106 0.51%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF    (ETF) DIA 6,215,000 23,087 0.51%
ALTRIA GROUP INC COM    (COM) MO 6,163,000 150,679 0.50%
GENERAL MLS INC COM    (COM) GIS 5,771,000 104,698 0.47%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 5,730,000 35,896 0.47%
MCDONALDS CORP COM    (COM) MCD 5,649,000 26,309 0.46%
MASTERCARD INC CL A    (COM) MA 5,468,000 20,133 0.45%
SPDR S&P MIDCAP 400 ETF    (ETF) MDY 5,389,000 15,290 0.44%
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND    (ETF) FVD 5,211,000 149,432 0.43%
PROCTER & GAMBLE CO COM    (COM) PG 5,075,000 40,799 0.41%
FACEBOOK INC CL A    (COM) FB 5,041,000 28,310 0.41%
ISHARES S&P MIDCAP FUND    (ETF) IJH 4,890,000 25,305 0.40%
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF    (ETF) 4,853,000 52,982 0.40%
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF    (ETF) HYG 4,617,000 52,968 0.38%
ISHARES MSCI EAFE ETF    (ETF) EFA 4,487,000 68,803 0.37%
HOME DEPOT INC COM    (COM) HD 4,354,000 18,765 0.35%
ISHARES COMEX GOLD TRUST    (ETF) IAU 4,278,000 303,430 0.35%
ISHARES CORE 1-5 YEAR USD BOND ETF    (ETF) ISTB 4,266,000 84,499 0.35%
COSTCO WHSL CORP NEW COM    (COM) COST 4,204,000 14,592 0.34%
HEALTHPEAK PPTYS INC COM    (REIT) HCP 4,200,000 117,877 0.34%
VISA INC COM CL A    (COM) V 4,170,000 24,245 0.34%
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF    (ETF) EMB 4,165,000 36,741 0.34%
ABBVIE INC COM    (COM) ABBV 4,050,000 53,493 0.33%
BP PLC SPONSORED ADR    (ADR) BP 3,939,000 103,678 0.32%
PROSHARES ULTRASHORT QQQ    (ETF) 3,842,000 127,924 0.31%
AMGEN INC COM    (COM) AMGN 3,776,000 19,515 0.31%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF    (ETF) 3,655,000 33,610 0.30%
ISHARES S&P SMALL-CAP 600 VALUE ETF    (ETF) IJS 3,565,000 23,735 0.29%
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND    (ETF) XLY 3,564,000 29,525 0.29%
PROSHARES ULTRA QQQ    (ETF) QLD 3,535,000 36,544 0.29%
QUALCOMM INC COM    (COM) QCOM 3,511,000 46,033 0.29%
CVS HEALTH CORP COM    (COM) CVS 3,423,000 54,274 0.28%
PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL    (ETF) SCO 3,398,000 209,239 0.28%
ALPHABET INC CAP STK CL C    (COM) GOOG 3,376,000 2,769 0.27%
UNITEDHEALTH GROUP INC COM    (COM) UNH 3,358,000 15,451 0.27%
PEPSICO INC COM    (COM) PEP 3,328,000 24,277 0.27%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF    (ETF) VCIT 3,284,000 35,991 0.27%
CLOROX CO DEL COM    (COM) CLX 3,267,000 21,511 0.26%
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF    (ETF) 3,225,000 110,640 0.26%
ISHARES CORE HIGH DIVIDEND ETF    (ETF) HDV 3,222,000 34,222 0.26%
ISHARES SHORT-TERM CORPORATE BOND ETF    (ETF) CSJ 3,156,000 58,808 0.26%
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF    (ETF) SCPB 3,102,000 100,553 0.25%
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF    (ETF) 3,095,000 25,956 0.25%
ISHARES U.S. TREASURY BOND ETF    (ETF) GOVT 3,037,000 115,351 0.25%
ABBOTT LABS COM    (COM) ABT 2,952,000 35,278 0.24%
ISHARES FLOATING RATE BOND ETF    (ETF) FLOT 2,947,000 57,816 0.24%
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR    (ADR) BUD 2,941,000 30,906 0.24%
ISHARES SELECT DIVIDEND ETF    (ETF) DVY 2,901,000 28,456 0.23%
LOCKHEED MARTIN CORP COM    (COM) LMT 2,863,000 7,340 0.23%
CATERPILLAR INC DEL COM    (COM) CAT 2,855,000 22,600 0.23%
DISNEY WALT CO COM DISNEY    (COM) DIS 2,855,000 21,906 0.23%
BERKSHIRE HATHAWAY INC DEL CL A    (COM) BRK.A 2,806,000 9 0.23%
SOUTHERN CO COM    (COM) SO 2,773,000 44,886 0.22%
ISHARES MSCI EMERGING MARKETS ETF    (ETF) EEM 2,767,000 67,706 0.22%
DOLLAR GEN CORP NEW COM    (COM) DG 2,654,000 16,697 0.21%
KRAFT HEINZ CO COM    (COM) KHC 2,603,000 93,183 0.21%
VANGUARD TOTAL STOCK MARKET INDEX FUND    (ETF) VTI 2,602,000 17,232 0.21%
UNION PACIFIC CORP COM    (COM) UNP 2,565,000 15,837 0.21%
REAVES UTIL INCOME FD COM SH BEN INT    (CEF) UTG 2,544,000 69,307 0.21%
FIRST TRUST MANAGED MUNICIPAL ETF    (ETF) FMB 2,525,000 45,446 0.20%
SALESFORCE COM INC COM    (COM) CRM 2,492,000 16,789 0.20%
VANGUARD TOTAL INTERNATIONAL BOND ETF    (ETF) BNDX 2,435,000 41,382 0.20%
LOWES COS INC COM    (COM) LOW 2,423,000 22,038 0.20%
INSPIRE GLOBAL HOPE ETF    (ETF) 2,410,000 86,813 0.19%
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND    (ETF) BOND 2,395,000 21,989 0.19%
SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF    (ETF) FLRN 2,351,000 76,445 0.19%
ISHARES NATIONAL MUNI BOND ETF    (ETF) MUB 2,316,000 20,295 0.19%
NVIDIA CORP COM    (COM) NVDA 2,294,000 13,180 0.18%
SPDR S&P BANK ETF    (ETF) KBE 2,281,000 52,856 0.18%
ISHARES 7-10 YEAR TREASURY BOND ETF    (ETF) IEF 2,279,000 20,267 0.18%
INTERNATIONAL BUSINESS MACHS COM    (COM) IBM 2,276,000 15,649 0.18%
ILLINOIS TOOL WKS INC COM    (COM) ITW 2,241,000 14,318 0.18%
ISHARES U.S. REAL ESTATE ETF    (ETF) IYR 2,154,000 23,028 0.17%
3M CO COM    (COM) MMM 2,135,000 12,990 0.17%
FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND    (ETF) ONEQ 2,114,000 6,732 0.17%
FIRST TR ENERGY INCOME & GRW COM    (CEF) FEN 2,114,000 93,277 0.17%
ALPHABET INC CAP STK CL A    (COM) GOOGL 2,109,000 1,727 0.17%
ISHARES S&P 500 GROWTH ETF    (ETF) IVW 2,097,000 11,647 0.17%
FINANCIAL SELECT SECTOR SPDR FUND    (ETF) XLF 2,096,000 74,847 0.17%
KROGER CO COM    (COM) KR 2,093,000 81,178 0.17%
ISHARES MSCI ACWI INDEX FUND    (ETF) ACWI 2,086,000 28,278 0.17%
EXELON CORP COM    (COM) EXC 2,075,000 42,918 0.17%
INDUSTRIAL SELECT SECTOR SPDR FUND    (ETF) XLI 2,065,000 26,598 0.17%
UNILEVER PLC SPON ADR NEW    (ADR) UL 2,044,000 34,002 0.16%
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF    (ETF) LQD 2,041,000 16,009 0.16%
INVESCO GLOBAL SHORT TERM HIGH YIELD BOND ETF    (ETF) 2,032,000 88,673 0.16%
ISHARES MBS ETF    (ETF) MBB 2,032,000 18,766 0.16%
SMUCKER J M CO COM NEW    (COM) SJM 2,017,000 18,336 0.16%
DOW INC COM    (COM) 2,007,000 42,124 0.16%
HUMANA INC COM    (COM) HUM 2,007,000 7,851 0.16%
AFLAC INC COM    (COM) AFL 2,000,000 38,228 0.16%
ROSS STORES INC COM    (COM) ROST 1,981,000 18,030 0.16%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND    (ETF) VCSH 1,955,000 24,117 0.16%
MARSH & MCLENNAN COS INC COM    (COM) MMC 1,952,000 19,511 0.16%
CONOCOPHILLIPS COM    (COM) COP 1,917,000 33,638 0.15%
COMPASS MINERALS INTL INC COM    (COM) CMP 1,882,000 33,324 0.15%
PAYPAL HLDGS INC COM    (COM) PYPL 1,850,000 17,862 0.15%
CITIGROUP INC COM NEW    (COM) C 1,834,000 26,553 0.15%
SPDR PORTFOLIO AGGREGATE BOND ETF    (ETF) LAG 1,833,000 61,843 0.15%
FEDEX CORP COM    (COM) FDX 1,812,000 12,447 0.14%
DIAGEO P L C SPON ADR NEW    (ADR) DEO 1,812,000 11,084 0.14%
TYSON FOODS INC CL A    (COM) TSN 1,809,000 20,999 0.14%
ISHARES EDGE MSCI MIN VOL EAFE ETF    (ETF) EFAV 1,797,000 24,525 0.14%
WISDOMTREE EUROPE HEDGED EQUITY FUND    (ETF) HEDJ 1,781,000 26,466 0.14%
IQ MERGER ARBITRAGE ETF    (ETF) MNA 1,780,000 55,534 0.14%
SPDR S&P AEROSPACE & DEFENSE ETF    (ETF) XAR 1,744,000 16,326 0.14%
ISHARES INTERNATIONAL SELECT DIVIDEND ETF    (ETF) IDV 1,742,000 56,662 0.14%
O'SHARES FTSE U.S. QUALITY DIVIDEND ETF    (ETF) 1,724,000 49,592 0.14%
WASTE MGMT INC DEL COM    (COM) WMI 1,715,000 14,913 0.14%
AMERISOURCEBERGEN CORP COM    (COM) ABC 1,713,000 20,812 0.14%
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF    (ETF) CWB 1,706,000 32,525 0.14%
SCHWAB US DIVIDEND EQUITY ETF    (ETF) SCHD 1,693,000 30,907 0.13%
INVESCO ULTRA SHORT DURATION ETF    (ETF) 1,689,000 33,499 0.13%
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF    (ETF) IGV 1,687,000 7,963 0.13%
INVESCO S&P 500 PURE GROWTH ETF    (ETF) 1,675,000 14,146 0.13%
MEDTRONIC PLC SHS    (COM) MDT 1,665,000 15,325 0.13%
FIRST TRUST DOW JONES INTERNET INDEX FUND    (ETF) FDN 1,659,000 12,320 0.13%
VANGUARD FTSE EMERGING MARKETS ETF    (ETF) VWO 1,649,000 40,966 0.13%
KIMBERLY CLARK CORP COM    (COM) KMB 1,644,000 11,576 0.13%
MICROCHIP TECHNOLOGY INC COM    (COM) MCHP 1,637,000 17,623 0.13%
METLIFE INC COM    (COM) MET 1,622,000 34,397 0.13%
SCHWAB U.S. BROAD MARKET ETF    (ETF) SCHB 1,617,000 22,762 0.13%
OMNICOM GROUP INC COM    (COM) OMC 1,609,000 20,550 0.13%
STATE STR CORP COM    (COM) STT 1,609,000 27,186 0.13%
THERMO FISHER SCIENTIFIC INC COM    (COM) TMO 1,576,000 5,411 0.13%
ISHARES S&P 500 VALUE ETF    (ETF) IVE 1,567,000 13,155 0.12%
ISHARES U.S. TECHNOLOGY ETF    (ETF) IYW 1,565,000 7,662 0.12%
O REILLY AUTOMOTIVE INC NEW COM    (COM) ORLY 1,563,000 3,921 0.12%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 1,557,000 13,023 0.12%
HEALTH CARE SELECT SECTOR SPDR FUND    (ETF) XLV 1,544,000 17,128 0.12%
DAVITA INC COM    (COM) DVA 1,539,000 26,965 0.12%
PHILLIPS 66 COM    (COM) PSX 1,503,000 14,674 0.12%
TJX COS INC NEW COM    (COM) TJX 1,492,000 26,772 0.12%
ZOETIS INC CL A    (COM) ZTS 1,478,000 11,861 0.12%
TECHNOLOGY SELECT SECTOR SPDR FUND    (ETF) XLK 1,470,000 18,252 0.12%
PIMCO DYNMIC CREDIT AND MRT IN COM SHS    (CEF) PCI 1,443,000 58,944 0.11%
VANGUARD SMALL-CAP INDEX FUND    (ETF) VB 1,424,000 9,252 0.11%
UTILITIES SELECT SECTOR SPDR FUND    (ETF) XLU 1,424,000 21,993 0.11%
CONSUMER STAPLES SELECT SECTOR SPDR FUND    (ETF) XLP 1,405,000 22,872 0.11%
FIDELITY INTERNATIONAL HIGH DIVIDEND ETF    (ETF) 1,403,000 69,466 0.11%
AMPHENOL CORP NEW CL A    (COM) APH 1,402,000 14,533 0.11%
VANGUARD REAL ESTATE ETF    (ETF) VNQ 1,395,000 14,965 0.11%
OCCIDENTAL PETE CORP COM    (COM) OXY 1,390,000 31,250 0.11%
WISDOMTREE FLOATING RATE TREASURY FUND    (ETF) USFR 1,387,000 55,387 0.11%
ENERGY TRANSFER LP COM UT LTD PTN    (COM) ETE 1,379,000 105,446 0.11%
SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF    (ETF) SCHR 1,376,000 24,771 0.11%
PIMCO DYNAMIC INCOME FD SHS    (CEF) PDI 1,371,000 42,118 0.11%
VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF    (ETF) 1,366,000 46,575 0.11%
SPDR PORTFOLIO SMALL CAP ETF    (ETF) TWOK 1,358,000 45,269 0.11%
PROGRESSIVE CORP OHIO COM    (COM) PGR 1,349,000 17,468 0.11%
GRAINGER W W INC COM    (COM) GWW 1,337,000 4,499 0.11%
UNILEVER N V N Y SHS NEW    (ADR) UN 1,336,000 22,260 0.11%
VANGUARD MID-CAP GROWTH INDEX FUND    (ETF) VOT 1,335,000 9,013 0.11%
GLOBAL X NASDAQ 100 COVERED CALL ETF    (ETF) 1,329,000 58,816 0.10%
ISHARES BARCLAYS GNMA BOND FUND    (ETF) GNMA 1,320,000 26,229 0.10%
WOODWARD INC COM    (COM) WGOV 1,309,000 12,137 0.10%
HONEYWELL INTL INC COM    (COM) HON 1,302,000 7,695 0.10%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF    (ETF) TMW 1,299,000 35,354 0.10%
1 2 3 4 5 6 7 8 9 10 11 12 13 Next >Full Portfolio View
Total Value As 2019-09-30: 1,210,249,000 SEC FILING
* Portfolios do not reflect changes after reporting
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