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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 2021-05-07)
Company (links to holding history) Ticker Value On
2021-03-31
No of Shares % of portfolio
VANGUARD S&P 500 ETF    (ETF) VOO 74,582,000 193,580 2.59%
APPLE INC COM    (Stock) AAPL 69,413,000 535,014 2.41%
INVESCO QQQ TRUST    (ETF) 61,355,000 185,077 2.13%
ISHARES CORE S&P 500 ETF    (ETF) IVV 61,248,000 145,592 2.13%
MICROSOFT CORP COM    (Stock) MSFT 51,487,000 206,170 1.79%
VANGUARD TOTAL BOND MARKET INDEX FUND    (ETF) BND 51,228,000 600,214 1.78%
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND    (ETF) BIV 50,080,000 560,492 1.74%
VANGUARD TOTAL STOCK MARKET INDEX FUND    (ETF) VTI 45,279,000 208,745 1.57%
VANGUARD VALUE INDEX FUND    (ETF) VTV 44,517,000 318,888 1.54%
WALMART INC COM    (Stock) WMT 42,955,000 304,536 1.49%
VANGUARD SMALL-CAP INDEX FUND    (ETF) VB 32,702,000 147,905 1.13%
VANGUARD SMALL-CAP VALUE INDEX FUND    (ETF) VBR 32,612,000 185,878 1.13%
AMAZON COM INC COM    (Stock) AMZN 30,255,000 9,151 1.05%
PROSHARES ULTRA S&P 500    (ETF) SSO 29,809,000 261,254 1.03%
SPDR S&P 500 ETF    (ETF) SPY 28,325,000 67,590 0.98%
SPDR GOLD SHARES    (ETF) GLD 26,469,000 155,643 0.92%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND    (ETF) VCSH 25,304,000 305,969 0.88%
VANGUARD FTSE ALL-WORLD EX US INDEX FUND    (ETF) VEU 23,622,000 374,354 0.82%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 21,242,000 73,322 0.73%
VANGUARD REAL ESTATE ETF    (ETF) VNQ 21,039,000 216,544 0.73%
VANGUARD FTSE DEVELOPED MARKETS ETF    (ETF) VEA 20,523,000 398,203 0.71%
VERIZON COMMUNICATIONS INC COM    (Stock) VZ 20,502,000 345,785 0.71%
VANGUARD SHORT-TERM BOND INDEX FUND    (ETF) BSV 20,312,000 246,799 0.70%
VANGUARD FTSE EUROPE ETF    (ETF) VGK 19,823,000 295,027 0.68%
ISHARES SILVER TRUST    (ETF) SLV 19,307,000 761,015 0.67%
JPMORGAN CHASE & CO COM    (Stock) JPM 19,264,000 119,881 0.67%
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND    (ETF) BOND 18,726,000 169,466 0.65%
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND    (ETF) VSS 18,627,000 138,123 0.64%
UNITED PARCEL SERVICE INC CL B    (Stock) UPS 18,449,000 85,897 0.64%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF    (ETF) VTIP 18,122,000 347,027 0.63%
VANGUARD TOTAL INTERNATIONAL BOND ETF    (ETF) BNDX 17,234,000 302,408 0.59%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF    (ETF) 17,082,000 156,855 0.59%
VANGUARD FTSE PACIFIC ETF    (ETF) VPL 16,978,000 203,725 0.59%
BK OF AMERICA CORP COM    (Stock) BAC 16,619,000 395,600 0.57%
AT&T INC COM    (Stock) T 16,597,000 512,093 0.57%
STARBUCKS CORP COM    (Stock) SBUX 16,539,000 144,147 0.57%
JPMORGAN ULTRA-SHORT INCOME ETF    (ETF) 16,381,000 322,911 0.57%
JOHNSON & JOHNSON COM    (Stock) JNJ 16,275,000 97,022 0.56%
VANGUARD FTSE EMERGING MARKETS ETF    (ETF) VWO 15,671,000 295,503 0.54%
VANGUARD TOTAL INTERNATIONAL STOCK ETF    (ETF) VXUS 15,565,000 238,330 0.54%
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF    (ETF) HYG 15,405,000 176,519 0.53%
ISHARES CORE U.S. AGGREGATE BOND ETF    (ETF) AGG 15,403,000 134,359 0.53%
ISHARES MSCI USA QUALITY FACTOR ETF    (ETF) QUAL 15,339,000 119,332 0.53%
COCA COLA CO COM    (Stock) KO 14,584,000 267,392 0.50%
AFFINITY WORLD LEADERS EQUITY ETF    (ETF) 14,531,000 534,026 0.50%
FACEBOOK INC CL A    (Stock) FB 14,394,000 44,977 0.50%
EXXON MOBIL CORP COM    (Stock) XOM 13,406,000 217,803 0.46%
FIRST TRUST ENHANCED SHORT MATURITY ETF    (ETF) FTSM 13,402,000 223,509 0.46%
PFIZER INC COM    (Stock) PFE 13,178,000 336,268 0.45%
QUALCOMM INC COM    (Stock) QCOM 12,674,000 93,194 0.44%
ISHARES RUSSELL 2000 ETF    (ETF) IWM 12,672,000 56,930 0.44%
CHEVRON CORP NEW COM    (Stock) CVX 12,610,000 115,671 0.43%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 12,063,000 47,298 0.41%
ABBVIE INC COM    (Stock) ABBV 11,583,000 99,787 0.40%
SCHWAB U.S. LARGE-CAP VALUE ETF    (ETF) SCHV 11,020,000 159,759 0.38%
ISHARES CORE MSCI EMERGING MARKETS ETF    (ETF) IEMG 10,762,000 163,928 0.37%
CISCO SYS INC COM    (Stock) CSCO 10,549,000 201,154 0.36%
VISA INC COM CL A    (Stock) V 10,366,000 44,812 0.36%
FLOWERS FOODS INC COM    (Stock) FLO 10,318,000 418,238 0.35%
BOEING CO COM    (Stock) BA 10,316,000 44,888 0.35%
PROSHARES ULTRA QQQ    (ETF) QLD 9,994,000 79,269 0.34%
ISHARES 7-10 YEAR TREASURY BOND ETF    (ETF) IEF 9,863,000 86,180 0.34%
ISHARES ESG AWARE MSCI USA ETF    (ETF) 9,818,000 102,515 0.34%
ALTRIA GROUP INC COM    (Stock) MO 9,536,000 192,689 0.33%
ISHARES CORE MSCI EAFE ETF    (ETF) IEFA 9,396,000 124,315 0.32%
INTEL CORP COM    (Stock) INTC 9,391,000 164,214 0.32%
ISHARES 1-3 YEAR TREASURY BOND ETF    (ETF) SHY 9,383,000 108,750 0.32%
X-TRACKERS USD HIGH YIELD CORPORATE BOND ETF    (ETF) 9,232,000 230,569 0.32%
INVESCO S&P 500 LOW VOLATILITY ETF    (ETF) 9,075,000 147,640 0.31%
WELLS FARGO CO NEW COM    (Stock) WFC 9,074,000 194,591 0.31%
PROSHARES ULTRASHORT QQQ    (ETF) 9,061,000 377,849 0.31%
MERCK & CO. INC COM    (Stock) MRK 8,955,000 115,133 0.31%
NVIDIA CORPORATION COM    (Stock) NVDA 8,905,000 15,330 0.30%
PHILIP MORRIS INTL INC COM    (Stock) PM 8,559,000 88,403 0.29%
3M CO COM    (Stock) MMM 8,462,000 41,805 0.29%
ISHARES MSCI EAFE GROWTH ETF    (ETF) EFG 8,440,000 79,988 0.29%
ISHARES S&P SMALL-CAP FUND    (ETF) IJR 8,125,000 72,564 0.28%
DOW INC COM    (Stock) 8,123,000 117,651 0.28%
ALPHABET INC CAP STK CL A    (Stock) GOOGL 8,086,000 3,460 0.28%
FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND    (ETF) ONEQ 7,985,000 151,031 0.27%
GENERAL MLS INC COM    (Stock) GIS 7,970,000 125,231 0.27%
METLIFE INC COM    (Stock) MET 7,919,000 118,280 0.27%
HOME DEPOT INC COM    (Stock) HD 7,882,000 23,348 0.27%
MCDONALDS CORP COM    (Stock) MCD 7,845,000 33,404 0.27%
ISHARES S&P MIDCAP FUND    (ETF) IJH 7,841,000 28,675 0.27%
VANGUARD MID-CAP INDEX FUND    (ETF) VO 7,670,000 33,368 0.26%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF    (ETF) DIA 7,421,000 21,479 0.25%
MASTERCARD INCORPORATED CL A    (Stock) MA 7,300,000 19,442 0.25%
ALPHABET INC CAP STK CL C    (Stock) GOOG 7,296,000 3,064 0.25%
KRAFT HEINZ CO COM    (Stock) KHC 7,080,000 164,185 0.24%
AMERICAN TOWER CORP NEW COM    (REIT) AMT 7,078,000 29,005 0.24%
THERMO FISHER SCIENTIFIC INC COM    (Stock) TMO 6,546,000 13,925 0.22%
UNITEDHEALTH GROUP INC COM    (Stock) UNH 6,470,000 15,593 0.22%
SPDR S&P HOMEBUILDERS ETF    (ETF) XHB 6,338,000 81,139 0.22%
APPLIED MATLS INC COM    (Stock) AMAT 6,319,000 47,969 0.21%
ISHARES MSCI USA MOMENTUM FACTOR ETF    (ETF) 6,316,000 37,814 0.21%
VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF    (ETF) 6,312,000 195,773 0.21%
NETFLIX INC COM    (Stock) NFLX 6,226,000 12,463 0.21%
LOWES COS INC COM    (Stock) LOW 6,076,000 29,505 0.21%
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND    (ETF) FVD 6,038,000 150,037 0.21%
VANGUARD HIGH DIVIDEND YIELD ETF    (ETF) VYM 5,985,000 56,024 0.20%
BRISTOL-MYERS SQUIBB CO COM    (Stock) BMY 5,975,000 92,701 0.20%
ADVISORSHARES PURE US CANNABIS ETF    (ETF) 5,923,000 141,152 0.20%
BLACKROCK CR ALLOCATION INCOME COM    (CEF) BTZ 5,847,000 392,442 0.20%
DISNEY WALT CO COM    (Stock) DIS 5,840,000 32,123 0.20%
TYSON FOODS INC CL A    (Stock) TSN 5,816,000 74,195 0.20%
INVESCO S&P 500 EQUAL WEIGHT ETF    (ETF) 5,793,000 38,607 0.20%
PROCTER AND GAMBLE CO COM    (Stock) PG 5,744,000 42,505 0.19%
JANUS SMALL CAP GROWTH ALPHA ETF    (ETF) 5,742,000 86,960 0.19%
COSTCO WHSL CORP NEW COM    (Stock) COST 5,687,000 14,859 0.19%
TESLA INC COM    (Stock) TSLA 5,645,000 8,507 0.19%
FLAHERTY & CRUMRINE TOTAL RETU COM    (CEF) FLC 5,599,000 228,420 0.19%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 5,550,000 35,615 0.19%
CLOROX CO DEL COM    (Stock) CLX 5,442,000 29,477 0.18%
ISHARES U.S. TREASURY BOND ETF    (ETF) GOVT 5,387,000 203,936 0.18%
WEYERHAEUSER CO MTN BE COM NEW    (REIT) WY 5,380,000 137,184 0.18%
TARGET CORP COM    (Stock) TGT 5,358,000 25,156 0.18%
FIRST TRUST SMALL CAP CORE ALPHADEX FUND    (ETF) FYX 5,345,000 57,288 0.18%
SPDR PORTFOLIO S&P 600 SMALL CAP ETF    (ETF) TWOK 5,205,000 119,498 0.18%
ISHARES COMEX GOLD TRUST    (ETF) IAU 5,064,000 292,727 0.17%
INVESCO GLOBAL SHORT TERM HIGH YIELD BOND ETF    (ETF) 4,990,000 225,385 0.17%
ISHARES MSCI USA MIN VOL FACTOR ETF    (ETF) USMV 4,949,000 68,166 0.17%
SCHWAB U.S. LARGE-CAP GROWTH ETF    (ETF) SCHG 4,878,000 35,773 0.16%
FEDEX CORP COM    (Stock) FDX 4,815,000 15,486 0.16%
SOUTHWEST AIRLS CO COM    (Stock) LUV 4,779,000 78,749 0.16%
ISHARES S&P SMALL-CAP 600 VALUE ETF    (ETF) IJS 4,613,000 43,780 0.16%
JANUS HENDERSON SHORT DURATION INCOME ETF    (ETF) 4,568,000 91,040 0.15%
AMGEN INC COM    (Stock) AMGN 4,504,000 17,925 0.15%
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF    (ETF) 4,485,000 61,641 0.15%
CVS HEALTH CORP COM    (Stock) CVS 4,440,000 53,050 0.15%
HUMANA INC COM    (Stock) HUM 4,339,000 9,318 0.15%
ISHARES 3-7 YEAR TREASURY BOND ETF    (ETF) IEI 4,335,000 33,177 0.15%
DUKE ENERGY CORP NEW COM NEW    (Stock) DUK 4,302,000 42,792 0.14%
SPDR PORTFOLIO S&P 400 MID CAP ETF    (ETF) EMM 4,288,000 89,224 0.14%
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF    (ETF) LMBS 4,283,000 83,711 0.14%
KAISER ALUMINUM CORP COM PAR $0.01    (Stock) KALU 4,278,000 31,090 0.14%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND    (ETF) MINT 4,257,000 41,764 0.14%
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF    (ETF) CWB 4,195,000 50,970 0.14%
HEALTH CARE SELECT SECTOR SPDR FUND    (ETF) XLV 4,163,000 33,783 0.14%
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF    (ETF) 4,003,000 43,752 0.13%
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF    (ETF) 3,987,000 148,821 0.13%
ISHARES 20 YEAR TREASURY BOND ETF    (ETF) TLT 3,972,000 28,386 0.13%
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF    (ETF) CSJ 3,948,000 72,039 0.13%
SPDR S&P REGIONAL BANKING ETF    (ETF) KRE 3,935,000 55,708 0.13%
PROSHARES ULTRA RUSSELL 2000    (ETF) UWM 3,915,000 34,567 0.13%
GOLDMAN SACHS GROUP INC COM    (Stock) GS 3,904,000 10,667 0.13%
VANGUARD GROWTH INDEX FUND    (ETF) VUG 3,864,000 14,374 0.13%
CITIGROUP INC COM NEW    (Stock) C 3,767,000 50,376 0.13%
ISHARES EXPONENTIAL TECHNOLOGIES ETF    (ETF) 3,717,000 61,210 0.12%
TECHNOLOGY SELECT SECTOR SPDR FUND    (ETF) XLK 3,679,000 26,691 0.12%
ISHARES MSCI EAFE ESG SELECT ETF    (ETF) 3,676,000 46,146 0.12%
SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF    (ETF) SJNK 3,652,000 133,463 0.12%
SCHWAB US DIVIDEND EQUITY ETF    (ETF) SCHD 3,641,000 47,239 0.12%
CATERPILLAR INC COM    (Stock) CAT 3,639,000 15,349 0.12%
LOCKHEED MARTIN CORP COM    (Stock) LMT 3,626,000 9,362 0.12%
SPDR MSCI EAFE STRATEGICFACTORS ETF    (ETF) QEFA 3,619,000 48,075 0.12%
ENERGY TRANSFER L P COM UT LTD PTN    (Stock) ETE 3,608,000 392,133 0.12%
MEDTRONIC PLC SHS    (Stock) MDT 3,603,000 28,302 0.12%
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND    (ETF) DES 3,585,000 108,831 0.12%
PEPSICO INC COM    (Stock) PEP 3,524,000 24,212 0.12%
SALESFORCE COM INC COM    (Stock) CRM 3,504,000 16,068 0.12%
UNION PAC CORP COM    (Stock) UNP 3,498,000 15,397 0.12%
SPDR S&P BIOTECH ETF    (ETF) XBI 3,490,000 27,768 0.12%
BERKSHIRE HATHAWAY INC DEL CL A    (Stock) BRK.A 3,481,000 8 0.12%
SCHWAB U.S. BROAD MARKET ETF    (ETF) SCHB 3,469,000 34,174 0.12%
ISHARES MSCI EAFE SMALL-CAP ETF    (ETF) SCZ 3,424,000 45,594 0.11%
ISHARES U.S. MEDICAL DEVICES ETF    (ETF) IHI 3,416,000 9,833 0.11%
MORGAN STANLEY COM NEW    (Stock) MS 3,377,000 38,889 0.11%
MATERIALS SELECT SECTOR SPDR FUND    (ETF) XLB 3,377,000 38,811 0.11%
ISHARES MORTGAGE REAL ESTATE ETF    (ETF) 3,329,000 91,458 0.11%
ISHARES GLOBAL 100 ETF    (ETF) IOO 3,320,000 47,614 0.11%
UNILEVER PLC SPON ADR NEW    (ADR) UL 3,319,000 55,597 0.11%
ABBOTT LABS COM    (Stock) ABT 3,314,000 27,900 0.11%
ISHARES MSCI ACWI INDEX FUND    (ETF) ACWI 3,255,000 32,649 0.11%
ISHARES SELECT DIVIDEND ETF    (ETF) DVY 3,224,000 26,435 0.11%
IQ MERGER ARBITRAGE ETF    (ETF) MNA 3,210,000 96,213 0.11%
BLACKROCK ULTRA SHORT-TERM BOND ETF    (ETF) ICSH 3,154,000 62,452 0.10%
J & J SNACK FOODS CORP COM    (Stock) JJSF 3,110,000 18,693 0.10%
PAYPAL HLDGS INC COM    (Stock) PYPL 3,102,000 12,308 0.10%
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND    (ETF) HYS 3,082,000 31,128 0.10%
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND    (ETF) XLY 3,076,000 17,473 0.10%
REAVES UTIL INCOME FD COM SH BEN INT    (CEF) UTG 3,025,000 86,977 0.10%
FINANCIAL SELECT SECTOR SPDR FUND    (ETF) XLF 2,989,000 79,531 0.10%
ISHARES MSCI GERMANY ETF    (ETF) EWG 2,982,000 85,591 0.10%
T-MOBILE US INC COM    (Stock) TMUS 2,980,000 21,457 0.10%
SOUTHERN CO COM    (Stock) SO 2,975,000 45,046 0.10%
SPDR PORTFOLIO S&P 500 ETF    (ETF) ELR 2,967,000 60,212 0.10%
PROSHARES ULTRA MSCI EMERGING MARKETS    (ETF) EET 2,950,000 28,507 0.10%
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF    (ETF) LQD 2,930,000 22,250 0.10%
DOLLAR GEN CORP NEW COM    (Stock) DG 2,884,000 13,199 0.10%
US BANCORP DEL COM NEW    (Stock) USB 2,866,000 46,646 0.09%
ISHARES TIPS BOND ETF    (ETF) TIP 2,826,000 22,163 0.09%
SPDR PORTFOLIO EMERGING MARKETS ETF    (ETF) GMM 2,743,000 61,582 0.09%
GLOBAL X FINTECH THEMATIC ETF    (ETF) 2,723,000 62,209 0.09%
PPG INDS INC COM    (Stock) PPG 2,711,000 15,056 0.09%
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF    (ETF) SCPB 2,695,000 86,086 0.09%
KEURIG DR PEPPER INC COM    (Stock) 2,664,000 73,321 0.09%
ISHARES MSCI EMERGING MARKETS ETF    (ETF) EEM 2,632,000 48,616 0.09%
DAVITA INC COM    (Stock) DVA 2,625,000 21,120 0.09%
INDUSTRIAL SELECT SECTOR SPDR FUND    (ETF) XLI 2,616,000 25,089 0.09%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 Next >Full Portfolio View
Total Value As 2021-03-31: 2,873,072,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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George Soros

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