Sowell Financial Services LLC [Rocket]

Holdings

Sowell Financial Services LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Floto Paul Johnstone	FLOT	ETF	563,717	563,717	28,648,000,000	28,648,000,000	1.60		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VCSH	Common	242,846	242,846	18,374,000,000	18,374,000,000	1.02		Hist	06/30/2023
iSHARES TRUST	AGG	LEHMAN AGG BND	142,142	142,142	13,923,000,000	13,923,000,000	0.78		Hist	06/30/2023
Schwab US Dividend Equity ETF	SCHD	common	186,479	186,479	13,542,000,000	13,542,000,000	0.75		Hist	06/30/2023
SPDR INDEX SHS FDS	QEFA	Common	166,562	166,562	11,646,000,000	11,646,000,000	0.65		Hist	06/30/2023
VANGUARD INDEX FDS MID CAP	VO	STOCK	47,842	47,842	10,533,000,000	10,533,000,000	0.59		Hist	06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	25,414	25,414	10,390,000,000	10,390,000,000	0.58		Hist	06/30/2023
PIMCO ETF TR TTL RTN ACTV	BOND	STOCK	113,233	113,233	10,374,000,000	10,374,000,000	0.58		Hist	06/30/2023
INVESCO EXCH TRADED FD TR II	SPLV	Common	144,597	144,597	9,082,000,000	9,082,000,000	0.51		Hist	06/30/2023
SPDR GOLD TRUST	GLD	GOLD SHS	50,006	50,006	8,915,000,000	8,915,000,000	0.50		Hist	06/30/2023
J P MORGAN EXCHANGE TRADED F	JEPI	Common	153,228	153,228	8,478,000,000	8,478,000,000	0.47		Hist	06/30/2023
SELECT SECTOR SPDR TR SBI INT-ENERGY	XLE	OPTION	102,672	102,672	8,332,000,000	8,332,000,000	0.46		Hist	06/30/2023
iSHARES TRUST	UAE	Common	72,165	72,165	7,262,000,000	7,262,000,000	0.40		Hist	06/30/2023
iSHARES TRUST	IWM	Common	37,824	37,824	7,083,000,000	7,083,000,000	0.39		Hist	06/30/2023
FIRST TR VALUE LINE DIVID IN	FVD	SHS	171,314	171,314	6,868,000,000	6,868,000,000	0.38		Hist	06/30/2023
FTSL	FTSL	COM	134,349	134,349	6,086,000,000	6,086,000,000	0.34		Hist	06/30/2023
iSHARES TRUST	SHV	Common	47,423	47,423	5,238,000,000	5,238,000,000	0.29		Hist	06/30/2023
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	DIA		13,824	13,824	4,764,000,000	4,764,000,000	0.27		Hist	06/30/2023
iSHARES TRUST	IWP	RUSSELL MCP GR	48,530	48,530	4,690,000,000	4,690,000,000	0.26		Hist	06/30/2023
iSHARES TRUST	SHY	1-3 YR TRS BD	57,593	57,593	4,670,000,000	4,670,000,000	0.26		Hist	06/30/2023
JANUS DETROIT STR TR	VNLA	Common	91,245	91,245	4,361,000,000	4,361,000,000	0.24		Hist	06/30/2023
WisdomTree Trust	IHDG	Common	98,008	98,008	3,937,000,000	3,937,000,000	0.22		Hist	06/30/2023
SJNK	SJNK	COMMON STOCK	151,872	151,872	3,751,000,000	3,751,000,000	0.21		Hist	06/30/2023
FIRST TR NASDAQ100 TECH INDE	QTEC	SHS	23,238	23,238	3,420,000,000	3,420,000,000	0.19		Hist	06/30/2023
iSHARES TRUST	TFLO	Common	66,331	66,331	3,361,000,000	3,361,000,000	0.19		Hist	06/30/2023
iShares Silver Trust	SLV	ISHARES	158,874	158,874	3,319,000,000	3,319,000,000	0.19		Hist	06/30/2023
FIRST TR EXCH TRADED FD III	FTLS	Common	62,150	62,150	3,281,000,000	3,281,000,000	0.18		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VGSH	Common	56,514	56,514	3,263,000,000	3,263,000,000	0.18		Hist	06/30/2023
iShares High Dividend ETF JDR	HDV	common	32,136	32,136	3,238,000,000	3,238,000,000	0.18		Hist	06/30/2023
INVESCO EXCHANGE TRADED FD T	RSP	Common	20,742	20,742	3,102,000,000	3,102,000,000	0.17		Hist	06/30/2023
iSHARES TRUST	TLT	OPTION	29,989	29,989	3,087,000,000	3,087,000,000	0.17		Hist	06/30/2023
Vanguard Small-Cap Value ETF	VBR	common	18,306	18,306	3,027,000,000	3,027,000,000	0.17		Hist	06/30/2023
iSHARES TRUST	IEF	OPTION	29,444	29,444	2,844,000,000	2,844,000,000	0.16		Hist	06/30/2023
iSHARES TRUST	LQD	OPTIONS	25,986	25,986	2,810,000,000	2,810,000,000	0.16		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	FNDA	Common	54,787	54,787	2,764,000,000	2,764,000,000	0.15		Hist	06/30/2023
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