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
Aptiv PLC SHS(APTV)StockG6095L109$4829,7840.0%
Hawaiian Elec Industries COM(HE)Stock419870100$48211,1940.0%
Goldman Sachs Activebeta International Equity ETF(GSIE)ETF381430107$48621,0660.0%
American Century Stoxx U.S. Quality Growth ETF(QGRO)ETF025072307$49013,1120.0%
Liberty Broadband Corp COM SER C(LBRDK)Stock530307305$4924,4420.0%
Entergy Corp New COM(ETR)Stock29364G103$4945,2560.0%
Home Bancshares Inc COM(HOMB)Stock436893200$49541,2520.0%
WEC Energy Group Inc COM(WEC)Stock92939U106$4975,6340.0%
Chubb Limited COM(CB)StockH1467J104$4974,4530.0%
Sherwin Williams Co COM(SHW)Stock824348106$4991,0870.0%
Southside Bancshares Inc COM(SBSI)Stock84470P109$50416,5910.0%
Oracle Corp COM(ORCL)Stock68389X105$50510,4420.0%
Avery Dennison Corp COM(AVY)Stock053611109$5054,9610.0%
Texas Instrs Inc COM(TXN)Stock882508104$5115,1140.0%
Steris PLC SHS USD(STE)StockG8473T100$5213,7210.0%
YUM Brands Inc COM(YUM)Stock988498101$5237,6250.0%
FT Cboe Vest U.S. Equity Buffer ETF - February(FFEB)ETF33740F763$52320,2440.0%
Linde PLC SHS(LIN)StockG5494J103$5273,0450.0%
Citrix SYS Inc COM(CTXSEUR)Stock177376100$5313,7500.0%
Oneok Inc New COM(OKE)Stock682680103$53224,3910.0%
Spdr Portfolio Short Term Treasury ETF(SPTS)ETF78468R101$53417,3830.0%
Shopify Inc CL A(SHOP)Stock82509L107$5361,2850.0%
Eaton Corp PLC SHS(ETN)StockG29183103$5386,9270.0%
Raytheon Co COM New(RTN1USD)Stock755111507$5394,1120.0%
Ishares Core 1-5 Year USD Bond ETF(ISTB)ETF46432F859$53910,6740.0%
Entegris Inc COM(ENTG)Stock29362U104$54412,1540.0%
Evergy Inc COM(EVRG)Stock30034W106$5449,8780.0%
Ishares Global Infrastructure ETF(IGF)ETF464288372$54415,9360.0%
Weyerhaeuser Co MTN BE COM New(WY)REIT962166104$54532,1630.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$5455,6890.0%
First Trust TCW Opportunistic Fixed Income ETF(FIXD)ETF33740F805$54610,3650.0%
IQ Hedge Multi-Strategy Tracker ETF(QAI)ETF45409B107$55119,3630.0%
Verso Corp CL AStock92531L207$55148,8660.0%
Generac Hldgs Inc COM(GNRC)Stock368736104$5535,9400.0%
Vanguard Small-Cap Growth Index Fund(VBK)ETF922908595$5533,6810.0%
Terreno Rlty Corp COM(TRNO)REIT88146M101$55410,7010.0%
Vanguard Long-Term Bond Index Fund(BLV)ETF921937793$5595,2390.0%
TE Connectivity LTD REG SHS(TEL)StockH84989104$5608,8990.0%
Terraform PWR Inc COM CL AStock88104R209$56635,9020.0%
Northwestern Corp COM New(NWE)Stock668074305$5679,4770.0%
Vanguard Emerging Markets Government Bond ETF(VWOB)ETF921946885$5728,1240.0%
Glaxosmithkline PLC Sponsored ADRADR37733W105$57315,1160.0%
Newmont Corp COM(NEM)Stock651639106$57712,7410.0%
General Dynamics Corp COM(GD)Stock369550108$5794,3760.0%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$5804,2110.0%
Costar Group Inc COM(CSGP)Stock22160N109$5819890.0%
Energy Transfer LP COM UT LTD PTN(ET)Stock29273V100$582126,5330.0%
Spdr DOW Jones Global Real Estate ETF(RWO)ETF78463X749$58516,2480.0%
Kraneshares CSI China Internet ETF(KWEB)ETF500767306$58712,9560.0%
Zebra Technologies Corporation CL A(ZBRA)Stock989207105$5893,2070.0%
PreviousPage 44 of 53Next