IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Sowell Financial Services LLC

Q1 2020 Holdings

Filed 2020-05-12 | 2621 holdings | $41.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Nuveen CA Qualty MUN Income FD COM(NAC)CEF67066Y105$1279,2620.0%
BCE Inc COM New(BCE)Stock05534B760$1283,1300.0%
Bank Nova Scotia B C COM(BNS)Stock064149107$1293,1720.0%
Hancock John PFD Income FD II COM(HPF)CEF41013X106$1298,4050.0%
Docusign Inc COM(DOCU)Stock256163106$1301,4070.0%
Ishares Core U.S. REIT ETF(USRT)ETF464288521$1303,3280.0%
Simmons 1ST Natl Corp CL A $1 PAR(SFNC)Stock828730200$1317,1330.0%
Schwab U.S. Tips ETF(SCHP)ETF808524870$1312,2720.0%
Henry Schein Inc COM(HSIC)Stock806407102$1322,6160.0%
Spdr Doubleline Short Duration Total Return Tactical ETF(STOT)ETF78470P200$1332,7640.0%
Realty Income Corp COM(O)REIT756109104$1332,6770.0%
Wisdomtree U.S. Smallcap Dividend Fund(DES)ETF97717W604$1347,4120.0%
Ishares Russell Top 200 Growth ETF(IWY)ETF464289438$1351,6030.0%
Invesco S&P 500 Pure Growth ETF(RPG)ETF46137V266$1371,3660.0%
KKR & Co Inc CL A(KKR)Stock48251W104$1375,8250.0%
Invesco High Yield Equity Dividend Achievers ETF(PEY)ETF46137V563$13810,6450.0%
Welltower Inc COM(WELL)REIT95040Q104$1383,0130.0%
Ishares Core Total USD Bond Market ETF(IUSB)ETF46434V613$1392,6400.0%
Cboe Global Markets Inc COM(CBOE)Stock12503M108$1391,5520.0%
Mylan NV SHS EuroStockN59465109$1399,3030.0%
Enbridge Inc COM(ENB)Stock29250N105$1394,7710.0%
Ishares S&P Mid-Cap 400 Value ETF(IJJ)ETF464287705$1401,2740.0%
Ishares DOW Jones U.S. ETF(IYY)ETF464287846$1411,1180.0%
Vodafone Group PLC New Sponsored ADR(VOD)ADR92857W308$14210,2770.0%
Pioneer NAT RES Co COM(PXDEUR)Stock723787107$1422,0290.0%
Vanguard Mortgage-Backed Securities ETF(VMBS)ETF92206C771$1422,6030.0%
Mplx LP COM Unit REP LTD(MPLX)Stock55336V100$14412,3840.0%
First Trust Alternative Absolute Return Strategy ETF(FAAR)ETF33740Y101$1445,6900.0%
Vanguard Mid-Cap Growth Index Fund(VOT)ETF922908538$1441,1350.0%
Intuit COM(INTU)Stock461202103$1446280.0%
Starwood Ppty TR Inc COM(STWD)REIT85571B105$14514,1400.0%
Kansas City Southern COM NewStock485170302$1461,1500.0%
Kennedy-Wilson Holdings Inc COM(KW)Stock489398107$14610,8550.0%
Toyota Motor Corp SP ADR Rep2com(TM)ADR892331307$1461,2170.0%
Papa Johns Intl Inc COM(PZZA)Stock698813102$1472,7580.0%
First Trust Nasdaq CEA Cybersecurity ETF(CIBR)ETF33734X846$1475,7020.0%
Anthem Inc COM(ELV)Stock036752103$1476480.0%
Ishares Global Healthcare ETF(IXJ)ETF464287325$1472,4170.0%
Nasdaq Inc COM(NDAQ)Stock631103108$1481,5580.0%
Paycom Software Inc COM(PAYC)Stock70432V102$1487340.0%
First Trust Tactical High Yield ETF(HYLS)ETF33738D408$1493,5520.0%
Cheniere Energy Partners LP COM Unit(CQP)Stock16411Q101$1495,5000.0%
Ishares Tips Bond ETF(TIP)ETF464287176$1501,2740.0%
Allison Transmission Hldgs Inc COM(ALSN)Stock01973R101$1504,6050.0%
Donaldson Inc COM(DCI)Stock257651109$1513,9100.0%
Dentsply Sirona Inc COM(XRAY)Stock24906P109$1513,8790.0%
Illumina Inc COM(ILMN)Stock452327109$1525570.0%
Armstrong World Inds Inc COM(AWI)Stock04247X102$1521,9150.0%
CSX Corp COM(CSX)Stock126408103$1532,6740.0%
Proshares Ultrapro Short QQQETF74347G408$1547,9090.0%
PreviousPage 37 of 53Next