Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
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 2020-05-12)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
JPMORGAN ULTRA-SHORT INCOME ETF    (ETF) 61,981,000 1,247,854 4.58%
APPLE INC COM    (Stock) AAPL 30,075,000 118,271 2.22%
MICROSOFT CORP COM    (Stock) MSFT 29,948,000 189,891 2.21%
INVESCO QQQ TRUST    (ETF) 23,711,000 124,535 1.75%
FIRST TRUST ENHANCED SHORT MATURITY ETF    (ETF) FTSM 22,420,000 379,803 1.65%
ISHARES CORE S&P 500 ETF    (ETF) IVV 18,826,000 72,855 1.39%
VANGUARD TOTAL BOND MARKET INDEX FUND    (ETF) BND 17,841,000 209,038 1.32%
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND    (ETF) BIV 17,012,000 190,438 1.25%
VANGUARD S&P 500 ETF    (ETF) VOO 16,616,000 70,165 1.22%
AMAZON COM INC COM    (Stock) AMZN 13,859,000 7,108 1.02%
VANGUARD TOTAL STOCK MARKET INDEX FUND    (ETF) VTI 13,642,000 105,828 1.00%
ISHARES CORE U.S. AGGREGATE BOND ETF    (ETF) AGG 13,481,000 116,850 0.99%
VANGUARD VALUE INDEX FUND    (ETF) VTV 13,412,000 150,600 0.99%
SPDR S&P 500 ETF    (ETF) SPY 13,093,000 50,799 0.96%
ISHARES 7-10 YEAR TREASURY BOND ETF    (ETF) IEF 13,085,000 133,228 0.96%
SPDR GOLD SHARES    (ETF) GLD 12,989,000 87,733 0.96%
VERIZON COMMUNICATIONS INC COM    (Stock) VZ 12,318,000 229,265 0.91%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 11,704,000 64,018 0.86%
WALMART INC COM    (Stock) WMT 11,511,000 101,308 0.85%
AT&T INC COM    (Stock) T 11,483,000 393,919 0.84%
COCA COLA CO COM    (Stock) KO 10,891,000 246,122 0.80%
INVESCO S&P 500 LOW VOLATILITY ETF    (ETF) 10,543,000 224,692 0.78%
JOHNSON & JOHNSON COM    (Stock) JNJ 10,346,000 78,898 0.76%
VANGUARD SMALL-CAP INDEX FUND    (ETF) VB 9,558,000 82,797 0.70%
PFIZER INC COM    (Stock) PFE 9,340,000 286,159 0.69%
STARBUCKS CORP COM    (Stock) SBUX 9,184,000 139,697 0.67%
ISHARES 1-3 YEAR TREASURY BOND ETF    (ETF) SHY 8,748,000 100,940 0.64%
MERCK & CO. INC COM    (Stock) MRK 8,620,000 112,038 0.63%
VANGUARD SMALL-CAP VALUE INDEX FUND    (ETF) VBR 8,612,000 96,983 0.63%
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND    (ETF) BOND 7,894,000 74,350 0.58%
JPMORGAN CHASE & CO COM    (Stock) JPM 7,799,000 86,628 0.57%
BK OF AMERICA CORP COM    (Stock) BAC 7,595,000 357,744 0.56%
CHEVRON CORP NEW COM    (Stock) CVX 7,450,000 102,818 0.55%
VANGUARD REAL ESTATE ETF    (ETF) VNQ 7,182,000 102,821 0.53%
VANGUARD TOTAL INTERNATIONAL BOND ETF    (ETF) BNDX 7,112,000 126,407 0.52%
ISHARES EDGE MSCI MIN VOL USA ETF    (ETF) USMV 7,111,000 131,653 0.52%
CISCO SYS INC COM    (Stock) CSCO 6,875,000 174,901 0.50%
VANGUARD FTSE ALL-WORLD EX US INDEX FUND    (ETF) VEU 6,740,000 164,319 0.49%
PHILIP MORRIS INTL INC COM    (Stock) PM 6,725,000 92,174 0.49%
ISHARES NATIONAL MUNI BOND ETF    (ETF) MUB 6,611,000 58,496 0.48%
INTEL CORP COM    (Stock) INTC 6,569,000 121,371 0.48%
VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF    (ETF) 6,557,000 230,310 0.48%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND    (ETF) VCSH 6,523,000 82,470 0.48%
VANGUARD SHORT-TERM BOND INDEX FUND    (ETF) BSV 6,504,000 79,145 0.48%
MASTERCARD INCORPORATED CL A    (Stock) MA 6,328,000 26,196 0.46%
PROSHARES ULTRASHORT SILVER    (ETF) ZSL 6,327,000 172,580 0.46%
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF    (ETF) 6,281,000 68,546 0.46%
GENERAL MLS INC COM    (Stock) GIS 6,077,000 115,152 0.44%
UNITED PARCEL SERVICE INC CL B    (Stock) UPS 5,915,000 63,321 0.43%
ALTRIA GROUP INC COM    (Stock) MO 5,897,000 152,506 0.43%
BOEING CO COM    (Stock) BA 5,815,000 38,991 0.43%
EXXON MOBIL CORP COM    (Stock) XOM 5,747,000 151,361 0.42%
ISHARES U.S. TREASURY BOND ETF    (ETF) GOVT 5,723,000 204,314 0.42%
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF    (ETF) LMBS 5,671,000 111,206 0.41%
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND    (ETF) FVD 5,663,000 204,598 0.41%
VANGUARD FTSE DEVELOPED MARKETS ETF    (ETF) VEA 5,528,000 165,817 0.40%
ISHARES SHORT TREASURY BOND ETF    (ETF) SHV 5,462,000 49,198 0.40%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF    (ETF) VTIP 5,387,000 110,577 0.39%
FACEBOOK INC CL A    (Stock) FB 5,250,000 31,476 0.38%
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND    (ETF) VSS 5,249,000 67,083 0.38%
MCDONALDS CORP COM    (Stock) MCD 5,166,000 31,241 0.38%
UNITEDHEALTH GROUP INC COM    (Stock) UNH 5,151,000 20,655 0.38%
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF    (ETF) TMW 5,088,000 161,790 0.37%
ALPHABET INC CAP STK CL C    (Stock) GOOG 5,082,000 4,370 0.37%
PROSHARES ULTRASHORT BLOOMBERG NATURAL GAS    (ETF) KOLD 5,038,000 81,240 0.37%
VANGUARD FTSE EUROPE ETF    (ETF) VGK 5,024,000 116,084 0.37%
VANGUARD FTSE PACIFIC ETF    (ETF) VPL 4,958,000 89,876 0.36%
PROSHARES ULTRASHORT GOLD    (ETF) GLL 4,894,000 105,749 0.36%
VANGUARD FTSE EMERGING MARKETS ETF    (ETF) VWO 4,802,000 143,128 0.35%
JANUS HENDERSON SHORT DURATION INCOME ETF    (ETF) 4,791,000 97,278 0.35%
PROCTER AND GAMBLE CO COM    (Stock) PG 4,788,000 43,529 0.35%
VANGUARD TOTAL INTERNATIONAL STOCK ETF    (ETF) VXUS 4,730,000 112,738 0.35%
COSTCO WHSL CORP NEW COM    (Stock) COST 4,687,000 16,438 0.34%
FIRST TRUST SENIOR LOAN FUND    (ETF) FTSL 4,588,000 109,783 0.33%
ISHARES EDGE MSCI MIN VOL EAFE ETF    (ETF) EFAV 4,541,000 73,185 0.33%
PGIM ULTRA SHORT BOND ETF    (ETF) 4,527,000 93,054 0.33%
ISHARES CORE MSCI EAFE ETF    (ETF) IEFA 4,470,000 89,589 0.33%
CLOROX CO DEL COM    (Stock) CLX 4,380,000 25,280 0.32%
VISA INC COM CL A    (Stock) V 4,379,000 27,177 0.32%
ISHARES SHORT MATURITY BOND ETF    (ETF) NEAR 4,379,000 90,303 0.32%
ABBVIE INC COM    (Stock) ABBV 4,340,000 56,966 0.32%
WELLS FARGO CO NEW COM    (Stock) WFC 4,201,000 146,382 0.31%
HOME DEPOT INC COM    (Stock) HD 4,188,000 22,431 0.30%
ISHARES MSCI ACWI INDEX FUND    (ETF) ACWI 4,069,000 65,033 0.30%
ABBOTT LABS COM    (Stock) ABT 4,024,000 51,001 0.29%
PROSHARES SHORT S&P 500    (ETF) 4,007,000 144,874 0.29%
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF    (ETF) ISI 3,993,000 69,800 0.29%
AMGEN INC COM    (Stock) AMGN 3,908,000 19,277 0.28%
QUALCOMM INC COM    (Stock) QCOM 3,903,000 57,688 0.28%
DISNEY WALT CO COM DISNEY    (Stock) DIS 3,813,000 39,474 0.28%
VANGUARD GROWTH INDEX FUND    (ETF) VUG 3,751,000 23,942 0.27%
ISHARES S&P SMALL-CAP FUND    (ETF) IJR 3,678,000 65,550 0.27%
DOLLAR GEN CORP NEW COM    (Stock) DG 3,626,000 24,009 0.26%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 3,616,000 34,971 0.26%
PEPSICO INC COM    (Stock) PEP 3,514,000 29,260 0.26%
CVS HEALTH CORP COM    (Stock) CVS 3,405,000 57,398 0.25%
ISHARES EDGE MSCI USA QUALITY FACTOR ETF    (ETF) QUAL 3,397,000 41,923 0.25%
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF    (ETF) 3,379,000 31,790 0.25%
BERKSHIRE HATHAWAY INC DEL CL A    (Stock) BRK.A 3,264,000 12 0.24%
BP PLC SPONSORED ADR    (ADR) BP 3,237,000 132,711 0.23%
ISHARES CORE MSCI EMERGING MARKETS ETF    (ETF) IEMG 3,178,000 78,522 0.23%
ISHARES EXPONENTIAL TECHNOLOGIES ETF    (ETF) 3,149,000 88,427 0.23%
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX    (ETF) VNQI 3,115,000 72,604 0.23%
ALPHABET INC CAP STK CL A    (Stock) GOOGL 3,115,000 2,681 0.23%
HEALTHPEAK PROPERTIES INC COM    (REIT) 3,106,000 130,228 0.22%
NVIDIA CORP COM    (Stock) NVDA 3,029,000 11,492 0.22%
FIDELITY MSCI HEALTH CARE INDEX ETF    (ETF) FHLC 3,028,000 70,447 0.22%
SALESFORCE COM INC COM    (Stock) CRM 2,979,000 20,692 0.22%
SPDR PORTFOLIO LONG TERM TREASURY ETF    (ETF) TLO 2,952,000 62,496 0.21%
ISHARES MSCI USA ESG OPTIMIZED ETF    (ETF) 2,891,000 50,293 0.21%
LOCKHEED MARTIN CORP COM    (Stock) LMT 2,872,000 8,474 0.21%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 2,858,000 18,970 0.21%
PACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETF    (ETF) 2,855,000 93,168 0.21%
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF    (ETF) 2,831,000 26,585 0.20%
ISHARES 3-7 YEAR TREASURY BOND ETF    (ETF) IEI 2,825,000 21,187 0.20%
3M CO COM    (Stock) MMM 2,786,000 20,409 0.20%
ISHARES COMEX GOLD TRUST    (ETF) IAU 2,727,000 180,949 0.20%
DOW INC COM    (Stock) 2,697,000 92,246 0.19%
INVESCO S&P 500 EQUAL WEIGHT ETF    (ETF) 2,675,000 31,839 0.19%
KRAFT HEINZ CO COM    (Stock) KHC 2,613,000 105,626 0.19%
FIDELITY TOTAL BOND ETF    (ETF) FBND 2,566,000 49,592 0.18%
ISHARES U.S. HOME CONSTRUCTION ETF    (ETF) ITB 2,510,000 86,756 0.18%
SMUCKER J M CO COM NEW    (Stock) SJM 2,500,000 22,519 0.18%
ISHARES SHORT-TERM CORPORATE BOND ETF    (ETF) CSJ 2,454,000 46,859 0.18%
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF    (ETF) SCPB 2,451,000 81,031 0.18%
ISHARES RUSSELL 2000 ETF    (ETF) IWM 2,446,000 21,373 0.18%
HUMANA INC COM    (Stock) HUM 2,429,000 7,736 0.17%
ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF    (ETF) EEMV 2,419,000 51,547 0.17%
FIDELITY LOW VOLATILITY FACTOR ETF    (ETF) 2,371,000 75,955 0.17%
ISHARES 20 YEAR TREASURY BOND ETF    (ETF) TLT 2,340,000 39,475 0.17%
ALERIAN MLP ETF    (ETF) AMLP 2,337,000 679,434 0.17%
ZOETIS INC CL A    (Stock) ZTS 2,327,000 19,772 0.17%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND    (ETF) MINT 2,319,000 23,431 0.17%
VANGUARD MID-CAP INDEX FUND    (ETF) VO 2,317,000 17,601 0.17%
VANECK VECTORS SEMICONDUCTOR ETF    (ETF) 2,314,000 19,753 0.17%
ISHARES INTERNATIONAL SELECT DIVIDEND ETF    (ETF) IDV 2,310,000 102,220 0.17%
REAVES UTIL INCOME FD COM SH BEN INT    (CEF) UTG 2,287,000 79,564 0.16%
UNION PAC CORP COM    (Stock) UNP 2,275,000 16,129 0.16%
TECHNOLOGY SELECT SECTOR SPDR FUND    (ETF) XLK 2,229,000 37,876 0.16%
ISHARES S&P SMALL-CAP 600 VALUE ETF    (ETF) IJS 2,201,000 22,025 0.16%
UTILITIES SELECT SECTOR SPDR FUND    (ETF) XLU 2,198,000 67,506 0.16%
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF    (ETF) EMB 2,189,000 22,645 0.16%
INVESCO ULTRA SHORT DURATION ETF    (ETF) 2,171,000 44,022 0.16%
HEALTH CARE SELECT SECTOR SPDR FUND    (ETF) XLV 2,152,000 24,289 0.15%
DAVITA INC COM    (Stock) DVA 2,148,000 28,237 0.15%
ISHARES CORE HIGH DIVIDEND ETF    (ETF) HDV 2,135,000 29,835 0.15%
ISHARES MBS ETF    (ETF) MBB 2,110,000 19,101 0.15%
WASTE MGMT INC DEL COM    (Stock) WMI 2,097,000 22,652 0.15%
CATERPILLAR INC DEL COM    (Stock) CAT 2,085,000 17,967 0.15%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF    (ETF) VCIT 2,078,000 23,862 0.15%
SOUTHERN CO COM    (Stock) SO 2,076,000 38,342 0.15%
METLIFE INC COM    (Stock) MET 2,074,000 67,829 0.15%
FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND    (ETF) ONEQ 2,022,000 6,773 0.14%
TJX COS INC NEW COM    (Stock) TJX 2,022,000 42,290 0.14%
FEDEX CORP COM    (Stock) FDX 2,016,000 16,625 0.14%
ROSS STORES INC COM    (Stock) ROST 2,006,000 23,062 0.14%
AMPHENOL CORP NEW CL A    (Stock) APH 2,005,000 27,511 0.14%
KIMBERLY CLARK CORP COM    (Stock) KMB 1,988,000 15,545 0.14%
KROGER CO COM    (Stock) KR 1,984,000 65,854 0.14%
ISHARES MSCI EMERGING MARKETS ETF    (ETF) EEM 1,971,000 84,641 0.14%
MARSH & MCLENNAN COS INC COM    (Stock) MMC 1,969,000 22,776 0.14%
UNILEVER PLC SPON ADR NEW    (ADR) UL 1,964,000 38,828 0.14%
GLOBAL X FINTECH THEMATIC ETF    (ETF) 1,955,000 80,912 0.14%
INVESCO GLOBAL SHORT TERM HIGH YIELD BOND ETF    (ETF) 1,940,000 98,107 0.14%
SPDR PORTFOLIO EMERGING MARKETS ETF    (ETF) GMM 1,939,000 68,143 0.14%
ISHARES SELECT DIVIDEND ETF    (ETF) DVY 1,897,000 52,695 0.14%
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF    (ETF) 1,897,000 79,340 0.14%
GLOBAL X NASDAQ 100 COVERED CALL ETF    (ETF) 1,844,000 95,680 0.13%
AFLAC INC COM    (Stock) AFL 1,829,000 53,422 0.13%
ISHARES MSCI EAFE SMALL-CAP ETF    (ETF) SCZ 1,827,000 40,746 0.13%
LOWES COS INC COM    (Stock) LOW 1,804,000 20,961 0.13%
OMNICOM GROUP INC COM    (Stock) OMC 1,787,000 32,551 0.13%
VANGUARD HEALTH CARE INDEX FUND    (ETF) VHT 1,763,000 10,612 0.13%
ADOBE INC COM    (Stock) ADBE 1,726,000 5,423 0.12%
PROGRESSIVE CORP OHIO COM    (Stock) PGR 1,723,000 23,334 0.12%
THERMO FISHER SCIENTIFIC INC COM    (Stock) TMO 1,710,000 6,030 0.12%
AMERICAN TOWER CORP NEW COM    (REIT) AMT 1,705,000 7,830 0.12%
VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETF    (ETF) 1,693,000 32,387 0.12%
MEDTRONIC PLC SHS    (Stock) MDT 1,675,000 18,572 0.12%
IQ MERGER ARBITRAGE ETF    (ETF) MNA 1,658,000 55,009 0.12%
INTERNATIONAL BUSINESS MACHS COM    (Stock) IBM 1,650,000 14,871 0.12%
NETFLIX INC COM    (Stock) NFLX 1,635,000 4,354 0.12%
ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF    (ETF) 1,623,000 60,391 0.12%
AMERISOURCEBERGEN CORP COM    (Stock) ABC 1,590,000 17,970 0.11%
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF    (ETF) CWB 1,585,000 33,113 0.11%
TYSON FOODS INC CL A    (Stock) TSN 1,571,000 27,143 0.11%
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF    (ETF) 1,545,000 35,333 0.11%
CONSUMER STAPLES SELECT SECTOR SPDR FUND    (ETF) XLP 1,519,000 27,894 0.11%
ISHARES S&P MIDCAP FUND    (ETF) IJH 1,505,000 10,460 0.11%
DUKE ENERGY CORP NEW COM NEW    (Stock) DUK 1,493,000 18,457 0.11%
CUMMINS INC COM    (Stock) CMI 1,488,000 11,000 0.11%
STATE STR CORP COM    (Stock) STT 1,464,000 27,483 0.10%
ISHARES U.S. FINANCIALS ETF    (ETF) IYF 1,446,000 14,866 0.10%
HONEYWELL INTL INC COM    (Stock) HON 1,443,000 10,783 0.10%
IQVIA HLDGS INC COM    (Stock) 1,433,000 13,284 0.10%
SPDR PORTFOLIO S&P 500 ETF    (ETF) ELR 1,430,000 47,260 0.10%
ISHARES GLOBAL TECH ETF    (ETF) IXN 1,428,000 7,830 0.10%
FINANCIAL SELECT SECTOR SPDR FUND    (ETF) XLF 1,427,000 68,536 0.10%
BRISTOL-MYERS SQUIBB CO COM    (Stock) BMY 1,415,000 25,394 0.10%
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF    (ETF) HYG 1,396,000 18,116 0.10%
1 2 3 4 5 6 7 8 9 10 11 12 13 Next >Full Portfolio View
Total Value As 2020-03-31: 1,351,293,000 SEC FILING
* Portfolios do not reflect changes after reporting
LATEST NEWS OR LINKS >Contribute a new link
Investing Just Like
Sowell Financial Services LLC

Matching performance of Sowell Financial Services LLC by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*