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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 2020-08-13)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
APPLE INC COM    (Stock) AAPL 47,535,000 130,305 2.61%
INVESCO QQQ TRUST    (ETF) 47,183,000 190,563 2.59%
MICROSOFT CORP COM    (Stock) MSFT 40,511,000 199,063 2.22%
JPMORGAN ULTRA-SHORT INCOME ETF    (ETF) 37,439,000 737,998 2.05%
VANGUARD TOTAL BOND MARKET INDEX FUND    (ETF) BND 35,735,000 404,519 1.96%
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND    (ETF) BIV 35,064,000 376,266 1.92%
VANGUARD S&P 500 ETF    (ETF) VOO 32,150,000 113,434 1.76%
ISHARES CORE S&P 500 ETF    (ETF) IVV 32,110,000 103,685 1.76%
VANGUARD TOTAL STOCK MARKET INDEX FUND    (ETF) VTI 29,714,000 189,832 1.63%
SPDR S&P 500 ETF    (ETF) SPY 28,664,000 92,955 1.57%
VANGUARD VALUE INDEX FUND    (ETF) VTV 27,246,000 273,583 1.49%
ISHARES 7-10 YEAR TREASURY BOND ETF    (ETF) IEF 27,025,000 221,752 1.48%
SPDR GOLD SHARES    (ETF) GLD 24,377,000 145,648 1.33%
AMAZON COM INC COM    (Stock) AMZN 22,377,000 8,111 1.22%
VANGUARD SMALL-CAP INDEX FUND    (ETF) VB 21,604,000 148,260 1.18%
FIRST TRUST ENHANCED SHORT MATURITY ETF    (ETF) FTSM 20,657,000 344,345 1.13%
VANGUARD SMALL-CAP VALUE INDEX FUND    (ETF) VBR 19,269,000 180,217 1.05%
VANGUARD FTSE ALL-WORLD EX US INDEX FUND    (ETF) VEU 15,348,000 322,372 0.84%
ISHARES SILVER TRUST    (ETF) SLV 13,949,000 820,040 0.76%
VANGUARD REAL ESTATE ETF    (ETF) VNQ 13,877,000 176,705 0.76%
VANGUARD SHORT-TERM BOND INDEX FUND    (ETF) BSV 13,687,000 164,663 0.75%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND    (ETF) VCSH 13,378,000 161,840 0.73%
ISHARES SHORT TREASURY BOND ETF    (ETF) SHV 12,868,000 116,203 0.70%
WALMART INC COM    (Stock) WMT 12,671,000 105,786 0.69%
AT&T INC COM    (Stock) T 12,447,000 411,736 0.68%
INVESCO S&P 500 LOW VOLATILITY ETF    (ETF) 12,321,000 248,000 0.67%
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND    (ETF) VSS 12,289,000 127,184 0.67%
VANGUARD TOTAL INTERNATIONAL BOND ETF    (ETF) BNDX 11,984,000 207,591 0.65%
VANGUARD FTSE DEVELOPED MARKETS ETF    (ETF) VEA 11,980,000 308,855 0.65%
VERIZON COMMUNICATIONS INC COM    (Stock) VZ 11,855,000 215,039 0.65%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 11,437,000 64,072 0.62%
VANGUARD FTSE EUROPE ETF    (ETF) VGK 11,424,000 226,982 0.62%
JOHNSON & JOHNSON COM    (Stock) JNJ 11,402,000 81,077 0.62%
COCA COLA CO COM    (Stock) KO 11,353,000 254,090 0.62%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF    (ETF) VTIP 11,248,000 224,192 0.61%
VANGUARD FTSE PACIFIC ETF    (ETF) VPL 11,226,000 176,369 0.61%
ISHARES CORE U.S. AGGREGATE BOND ETF    (ETF) AGG 10,599,000 89,666 0.58%
VANGUARD TOTAL INTERNATIONAL STOCK ETF    (ETF) VXUS 10,246,000 208,374 0.56%
STARBUCKS CORP COM    (Stock) SBUX 10,153,000 137,962 0.55%
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND    (ETF) BOND 9,623,000 86,233 0.52%
VANGUARD FTSE EMERGING MARKETS ETF    (ETF) VWO 9,578,000 241,810 0.52%
JPMORGAN CHASE & CO COM    (Stock) JPM 9,541,000 101,435 0.52%
PFIZER INC COM    (Stock) PFE 9,493,000 290,294 0.52%
JANUS HENDERSON SHORT DURATION INCOME ETF    (ETF) 9,416,000 187,340 0.51%
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF    (ETF) ITE 9,204,000 277,051 0.50%
CHEVRON CORP NEW COM    (Stock) CVX 9,143,000 102,464 0.50%
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF    (ETF) 9,021,000 98,555 0.49%
UNITED PARCEL SERVICE INC CL B    (Stock) UPS 8,870,000 79,784 0.48%
VANECK VECTORS GOLD MINERS ETF    (ETF) GDX 8,855,000 241,399 0.48%
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF    (ETF) 8,695,000 66,375 0.47%
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF    (ETF) LQD 8,656,000 64,361 0.47%
BK OF AMERICA CORP COM    (Stock) BAC 8,646,000 364,061 0.47%
CISCO SYS INC COM    (Stock) CSCO 8,308,000 178,139 0.45%
ISHARES RUSSELL 2000 ETF    (ETF) IWM 8,201,000 57,277 0.45%
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF    (ETF) TMW 7,850,000 207,777 0.43%
FACEBOOK INC CL A    (Stock) FB 7,788,000 34,297 0.42%
INTEL CORP COM    (Stock) INTC 7,773,000 129,919 0.42%
MERCK & CO. INC COM    (Stock) MRK 7,734,000 100,010 0.42%
ABBVIE INC COM    (Stock) ABBV 7,720,000 78,628 0.42%
BOEING CO COM    (Stock) BA 7,689,000 41,949 0.42%
EXXON MOBIL CORP COM    (Stock) XOM 7,592,000 169,760 0.41%
GENERAL MLS INC COM    (Stock) GIS 7,280,000 118,087 0.40%
ISHARES 3-7 YEAR TREASURY BOND ETF    (ETF) IEI 7,254,000 54,266 0.39%
QUALCOMM INC COM    (Stock) QCOM 6,476,000 70,997 0.35%
ISHARES U.S. HEALTHCARE ETF    (ETF) IYH 6,375,000 29,563 0.35%
AFFINITY WORLD LEADERS EQUITY ETF    (ETF) 6,359,000 322,933 0.34%
VISA INC COM CL A    (Stock) V 6,285,000 32,536 0.34%
CLOROX CO DEL COM    (Stock) CLX 6,127,000 27,929 0.33%
NVIDIA CORPORATION COM    (Stock) NVDA 6,041,000 15,902 0.33%
ISHARES MSCI USA ESG OPTIMIZED ETF    (ETF) 6,031,000 86,176 0.33%
VANGUARD GROWTH INDEX FUND    (ETF) VUG 6,011,000 29,746 0.33%
PROSHARES ULTRASHORT BLOOMBERG NATURAL GAS    (ETF) KOLD 5,952,000 88,561 0.32%
MASTERCARD INCORPORATED CL A    (Stock) MA 5,720,000 19,344 0.31%
ALTRIA GROUP INC COM    (Stock) MO 5,686,000 144,857 0.31%
MCDONALDS CORP COM    (Stock) MCD 5,636,000 30,551 0.30%
ISHARES 1-3 YEAR TREASURY BOND ETF    (ETF) SHY 5,629,000 64,989 0.30%
ISHARES MSCI EAFE GROWTH ETF    (ETF) EFG 5,610,000 67,498 0.30%
ISHARES MSCI ACWI INDEX FUND    (ETF) ACWI 5,569,000 75,542 0.30%
ALPHABET INC CAP STK CL C    (Stock) GOOG 5,466,000 3,867 0.30%
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF    (ETF) LMBS 5,420,000 104,867 0.29%
PROCTER AND GAMBLE CO COM    (Stock) PG 5,375,000 44,955 0.29%
HOME DEPOT INC COM    (Stock) HD 5,374,000 21,453 0.29%
ISHARES EDGE MSCI USA QUALITY FACTOR ETF    (ETF) QUAL 5,265,000 54,886 0.28%
COSTCO WHSL CORP NEW COM    (Stock) COST 5,179,000 17,079 0.28%
ALPHABET INC CAP STK CL A    (Stock) GOOGL 5,172,000 3,648 0.28%
PHILIP MORRIS INTL INC COM    (Stock) PM 5,141,000 73,381 0.28%
WELLS FARGO CO NEW COM    (Stock) WFC 4,962,000 193,811 0.27%
ISHARES U.S. TREASURY BOND ETF    (ETF) GOVT 4,909,000 175,390 0.26%
3M CO COM    (Stock) MMM 4,748,000 30,439 0.26%
ISHARES SHORT-TERM CORPORATE BOND ETF    (ETF) CSJ 4,709,000 86,080 0.25%
ISHARES CORE MSCI EAFE ETF    (ETF) IEFA 4,490,000 78,543 0.24%
LHA MARKET STATE ALPHA SEEKER ETF    (ETF) 4,470,000 193,350 0.24%
DOW INC COM    (Stock) 4,434,000 108,772 0.24%
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF    (ETF) HYG 4,399,000 53,898 0.24%
ISHARES EDGE MSCI MIN VOL USA ETF    (ETF) USMV 4,394,000 72,476 0.24%
DISNEY WALT CO COM DISNEY    (Stock) DIS 4,336,000 38,886 0.23%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 4,307,000 22,436 0.23%
UNITEDHEALTH GROUP INC COM    (Stock) UNH 4,235,000 14,359 0.23%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF    (ETF) DIA 4,196,000 16,273 0.23%
ISHARES S&P SMALL-CAP FUND    (ETF) IJR 4,155,000 60,843 0.22%
PEPSICO INC COM    (Stock) PEP 4,125,000 31,185 0.22%
SPDR PORTFOLIO LONG TERM TREASURY ETF    (ETF) TLO 4,076,000 86,900 0.22%
VANGUARD HEALTH CARE INDEX FUND    (ETF) VHT 4,018,000 20,857 0.22%
BRISTOL-MYERS SQUIBB CO COM    (Stock) BMY 4,004,000 68,097 0.22%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 3,916,000 33,417 0.21%
ISHARES COMEX GOLD TRUST    (ETF) IAU 3,901,000 229,588 0.21%
PROSHARES ULTRA S&P 500    (ETF) SSO 3,838,000 30,685 0.21%
AMGEN INC COM    (Stock) AMGN 3,819,000 16,190 0.20%
HEALTHPEAK PROPERTIES INC COM    (REIT) 3,770,000 136,799 0.20%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND    (ETF) MINT 3,719,000 36,576 0.20%
KRAFT HEINZ CO COM    (Stock) KHC 3,624,000 113,645 0.19%
DAVITA INC COM    (Stock) DVA 3,623,000 45,785 0.19%
BP PLC SPONSORED ADR    (ADR) BP 3,407,000 146,116 0.18%
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND    (ETF) FVD 3,344,000 110,293 0.18%
FIDELITY MSCI HEALTH CARE INDEX ETF    (ETF) FHLC 3,339,000 67,082 0.18%
TECHNOLOGY SELECT SECTOR SPDR FUND    (ETF) XLK 3,269,000 31,288 0.17%
LOWES COS INC COM    (Stock) LOW 3,238,000 23,964 0.17%
ISHARES EXPONENTIAL TECHNOLOGIES ETF    (ETF) 3,229,000 72,535 0.17%
INVESCO ULTRA SHORT DURATION ETF    (ETF) 3,195,000 63,334 0.17%
METLIFE INC COM    (Stock) MET 3,091,000 84,643 0.16%
HUMANA INC COM    (Stock) HUM 3,063,000 7,899 0.16%
VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF    (ETF) 3,025,000 98,391 0.16%
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF    (ETF) ISI 3,004,000 43,263 0.16%
BERKSHIRE HATHAWAY INC DEL CL A    (Stock) BRK.A 2,940,000 11 0.16%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADR) BABA 2,919,000 13,532 0.16%
ISHARES CORE MSCI EMERGING MARKETS ETF    (ETF) IEMG 2,878,000 60,468 0.15%
HEALTH CARE SELECT SECTOR SPDR FUND    (ETF) XLV 2,805,000 28,031 0.15%
SALESFORCE COM INC COM    (Stock) CRM 2,758,000 14,724 0.15%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF    (ETF) 2,732,000 27,008 0.15%
CVS HEALTH CORP COM    (Stock) CVS 2,718,000 41,833 0.14%
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND    (ETF) XLY 2,711,000 21,230 0.14%
WEYERHAEUSER CO MTN BE COM NEW    (REIT) WY 2,683,000 119,462 0.14%
SPDR S&P BIOTECH ETF    (ETF) XBI 2,667,000 23,823 0.14%
FIRST TRUST SENIOR LOAN FUND    (ETF) FTSL 2,663,000 59,017 0.14%
PROSHARES ULTRA QQQ    (ETF) QLD 2,663,000 18,031 0.14%
ISHARES S&P SMALL-CAP 600 VALUE ETF    (ETF) IJS 2,650,000 22,016 0.14%
INVESCO S&P 500 EQUAL WEIGHT ETF    (ETF) 2,629,000 25,834 0.14%
ABBOTT LABS COM    (Stock) ABT 2,615,000 28,602 0.14%
FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND    (ETF) ONEQ 2,605,000 6,659 0.14%
DOLLAR GEN CORP NEW COM    (Stock) DG 2,586,000 13,573 0.14%
LOCKHEED MARTIN CORP COM    (Stock) LMT 2,559,000 7,013 0.14%
THERMO FISHER SCIENTIFIC INC COM    (Stock) TMO 2,544,000 7,022 0.13%
ISHARES LIQUIDITY INCOME ETF    (ETF) ICSH 2,536,000 50,154 0.13%
FEDEX CORP COM    (Stock) FDX 2,522,000 17,987 0.13%
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF    (ETF) SCPB 2,510,000 80,103 0.13%
UNION PAC CORP COM    (Stock) UNP 2,490,000 14,728 0.13%
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF    (ETF) 2,433,000 63,664 0.13%
NETFLIX INC COM    (Stock) NFLX 2,430,000 5,341 0.13%
REAVES UTIL INCOME FD COM SH BEN INT    (CEF) UTG 2,418,000 80,126 0.13%
ISHARES MSCI EMERGING MARKETS ETF    (ETF) EEM 2,400,000 60,020 0.13%
PACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETF    (ETF) 2,316,000 65,140 0.12%
GLOBAL X FINTECH THEMATIC ETF    (ETF) 2,286,000 68,820 0.12%
PROSHARES ULTRAPRO S&P 500    (ETF) UPRO 2,278,000 51,362 0.12%
AMERICAN TOWER CORP NEW COM    (REIT) AMT 2,252,000 8,709 0.12%
PAYPAL HLDGS INC COM    (Stock) PYPL 2,251,000 12,922 0.12%
VANGUARD MID-CAP INDEX FUND    (ETF) VO 2,237,000 13,645 0.12%
ISHARES 20 YEAR TREASURY BOND ETF    (ETF) TLT 2,228,000 13,592 0.12%
ORACLE CORP COM    (Stock) ORCL 2,224,000 40,244 0.12%
UNILEVER PLC SPON ADR NEW    (ADR) UL 2,211,000 40,292 0.12%
WASTE MGMT INC DEL COM    (Stock) WMI 2,209,000 20,856 0.12%
ADOBE SYSTEMS INCORPORATED COM    (Stock) ADBE 2,205,000 5,066 0.12%
KIMBERLY CLARK CORP COM    (Stock) KMB 2,205,000 15,597 0.12%
ISHARES MSCI EAFE SMALL-CAP ETF    (ETF) SCZ 2,203,000 41,094 0.12%
GLOBAL X NASDAQ 100 COVERED CALL ETF    (ETF) 2,198,000 104,648 0.12%
ISHARES U.S. MEDICAL DEVICES ETF    (ETF) IHI 2,130,000 8,044 0.11%
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF    (ETF) 2,129,000 79,503 0.11%
CATERPILLAR INC DEL COM    (Stock) CAT 2,124,000 16,788 0.11%
ALERIAN MLP ETF    (ETF) 2,074,000 84,017 0.11%
INTERNATIONAL BUSINESS MACHS COM    (Stock) IBM 2,071,000 17,151 0.11%
ISHARES SHORT MATURITY BOND ETF    (ETF) NEAR 2,066,000 41,310 0.11%
SPDR PORTFOLIO S&P 500 ETF    (ETF) ELR 2,063,000 56,901 0.11%
ISHARES SELECT DIVIDEND ETF    (ETF) DVY 2,058,000 25,491 0.11%
SCHWAB U.S. BROAD MARKET ETF    (ETF) SCHB 2,005,000 27,291 0.11%
SOUTHERN CO COM    (Stock) SO 2,000,000 38,573 0.10%
ISHARES S&P 500 GROWTH ETF    (ETF) IVW 1,981,000 9,545 0.10%
ZOETIS INC CL A    (Stock) ZTS 1,964,000 14,334 0.10%
BEST BUY INC COM    (Stock) BBY 1,941,000 22,244 0.10%
ISHARES S&P MIDCAP FUND    (ETF) IJH 1,934,000 10,878 0.10%
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF    (ETF) CWB 1,899,000 31,384 0.10%
SPDR PORTFOLIO AGGREGATE BOND ETF    (ETF) LAG 1,893,000 61,337 0.10%
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF    (ETF) SHYG 1,881,000 43,853 0.10%
INVESCO GLOBAL SHORT TERM HIGH YIELD BOND ETF    (ETF) 1,868,000 87,856 0.10%
ISHARES EDGE MSCI MIN VOL EAFE ETF    (ETF) EFAV 1,857,000 28,118 0.10%
ISHARES GLOBAL TECH ETF    (ETF) IXN 1,835,000 7,790 0.10%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF    (ETF) VCIT 1,834,000 19,273 0.10%
TYSON FOODS INC CL A    (Stock) TSN 1,828,000 30,607 0.10%
VANECK VECTORS SEMICONDUCTOR ETF    (ETF) 1,807,000 11,823 0.09%
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF    (ETF) EMB 1,799,000 16,469 0.09%
SMUCKER J M CO COM NEW    (Stock) SJM 1,773,000 16,757 0.09%
FIRST TRUST DOW JONES INTERNET INDEX FUND    (ETF) FDN 1,762,000 10,335 0.09%
COMCAST CORP NEW CL A    (Stock) CMCSA 1,760,000 45,161 0.09%
AMPHENOL CORP NEW CL A    (Stock) APH 1,733,000 18,085 0.09%
VANGUARD INFORMATION TECHNOLOGY INDEX FUND    (ETF) VGT 1,732,000 6,213 0.09%
SHOPIFY INC CL A    (Stock) 1,690,000 1,780 0.09%
CUMMINS INC COM    (Stock) CMI 1,690,000 9,753 0.09%
IQ MERGER ARBITRAGE ETF    (ETF) MNA 1,689,000 53,565 0.09%
MEDTRONIC PLC SHS    (Stock) MDT 1,683,000 18,356 0.09%
INNOVATOR IBD 50 ETF    (ETF) 1,681,000 48,852 0.09%
CITIGROUP INC COM NEW    (Stock) C 1,673,000 32,738 0.09%
NETEASE INC SPONSORED ADS    (ADR) NTES 1,598,000 3,721 0.08%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 Next >Full Portfolio View
Total Value As 2020-06-30: 1,819,527,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
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George Soros

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