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Sowell Financial Services LLC Buys iShares 1-3 Year Treasury Bond ETF, Vanguard S&P 500 ETF, Barclays Bank PLC ZC SP ETN REDEEM 23/01/2048 USD , Sells Thermo Fisher Scientific Inc, SPDR Bloomberg High Yield Bond ETF, Fidelity Nasdaq Composite Tracking Sto

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Nov 04, 2021
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Investment company Sowell Financial Services LLC (Current Portfolio) buys iShares 1-3 Year Treasury Bond ETF, Vanguard S&P 500 ETF, Barclays Bank PLC ZC SP ETN REDEEM 23/01/2048 USD , Xtrackers USD High Yield Corporate Bond ETF, Schwab U.S. Large-Cap Growth ETF, sells Thermo Fisher Scientific Inc, SPDR Bloomberg High Yield Bond ETF, Fidelity Nasdaq Composite Tracking Stock, iShares 3-7 Year Treasury Bond ETF, FIRST TR SMALL CAP during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Sowell Financial Services LLC. As of 2021Q3, Sowell Financial Services LLC owns 469 stocks with a total value of $1.5 billion. These are the details of the buys and sells.

For the details of Sowell Financial Services LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sowell+financial+services+llc/current-portfolio/portfolio

These are the top 5 holdings of Sowell Financial Services LLC
  1. Vanguard S&P 500 ETF (VOO) - 122,237 shares, 3.28% of the total portfolio. Shares added by 25.63%
  2. Apple Inc (AAPL) - 340,760 shares, 3.27% of the total portfolio. Shares reduced by 2.63%
  3. PowerShares QQQ Trust Ser 1 (QQQ) - 132,703 shares, 3.22% of the total portfolio. Shares added by 19.47%
  4. iShares Core S&P 500 ETF (IVV) - 101,518 shares, 2.96% of the total portfolio. Shares reduced by 2.42%
  5. Lexington Healthcare Group Inc (LEXI) - 1,611,090 shares, 2.72% of the total portfolio. New Position
New Purchase: Barclays Bank PLC ZC SP ETN REDEEM 23/01/2048 USD (VXX)

Sowell Financial Services LLC initiated holding in Barclays Bank PLC ZC SP ETN REDEEM 23/01/2048 USD . The purchase prices were between $24.58 and $34.91, with an estimated average price of $28.02. The stock is now traded at around $20.050000. The impact to a portfolio due to this purchase was 0.4%. The holding were 213,098 shares as of 2021-09-30.

New Purchase: Global X Lithium & Battery Tech ETF (LIT)

Sowell Financial Services LLC initiated holding in Global X Lithium & Battery Tech ETF. The purchase prices were between $72.05 and $87.02, with an estimated average price of $81.98. The stock is now traded at around $94.680000. The impact to a portfolio due to this purchase was 0.23%. The holding were 40,869 shares as of 2021-09-30.

New Purchase: Vanguard Growth ETF (VUG)

Sowell Financial Services LLC initiated holding in Vanguard Growth ETF. The purchase prices were between $286.19 and $308.66, with an estimated average price of $298.29. The stock is now traded at around $320.970000. The impact to a portfolio due to this purchase was 0.21%. The holding were 10,566 shares as of 2021-09-30.

New Purchase: Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC)

Sowell Financial Services LLC initiated holding in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF. The purchase prices were between $85.36 and $91.09, with an estimated average price of $88.53. The stock is now traded at around $93.400000. The impact to a portfolio due to this purchase was 0.19%. The holding were 33,112 shares as of 2021-09-30.

New Purchase: Power & Digital Infrastructure Acquisition Corp (XPDI)

Sowell Financial Services LLC initiated holding in Power & Digital Infrastructure Acquisition Corp. The purchase prices were between $9.74 and $10.29, with an estimated average price of $10.04. The stock is now traded at around $12.850000. The impact to a portfolio due to this purchase was 0.17%. The holding were 250,078 shares as of 2021-09-30.

New Purchase: Caterpillar Inc (CAT)

Sowell Financial Services LLC initiated holding in Caterpillar Inc. The purchase prices were between $189.84 and $221.66, with an estimated average price of $208.43. The stock is now traded at around $203.590000. The impact to a portfolio due to this purchase was 0.14%. The holding were 10,905 shares as of 2021-09-30.

Added: iShares 1-3 Year Treasury Bond ETF (SHY)

Sowell Financial Services LLC added to a holding in iShares 1-3 Year Treasury Bond ETF by 427.65%. The purchase prices were between $86.08 and $86.29, with an estimated average price of $86.19. The stock is now traded at around $85.950000. The impact to a portfolio due to this purchase was 1.28%. The holding were 271,285 shares as of 2021-09-30.

Added: Vanguard S&P 500 ETF (VOO)

Sowell Financial Services LLC added to a holding in Vanguard S&P 500 ETF by 25.63%. The purchase prices were between $389.4 and $415.37, with an estimated average price of $404.42. The stock is now traded at around $429.250000. The impact to a portfolio due to this purchase was 0.67%. The holding were 122,237 shares as of 2021-09-30.

Added: Xtrackers USD High Yield Corporate Bond ETF (HYLB)

Sowell Financial Services LLC added to a holding in Xtrackers USD High Yield Corporate Bond ETF by 142.24%. The purchase prices were between $39.43 and $40.21, with an estimated average price of $39.86. The stock is now traded at around $39.840000. The impact to a portfolio due to this purchase was 0.39%. The holding were 244,680 shares as of 2021-09-30.

Added: Schwab U.S. Large-Cap Growth ETF (SCHG)

Sowell Financial Services LLC added to a holding in Schwab U.S. Large-Cap Growth ETF by 71.32%. The purchase prices were between $146.33 and $157.74, with an estimated average price of $152.26. The stock is now traded at around $164.750000. The impact to a portfolio due to this purchase was 0.37%. The holding were 88,833 shares as of 2021-09-30.

Added: iShares Fallen Angels USD Bond ETF (FALN)

Sowell Financial Services LLC added to a holding in iShares Fallen Angels USD Bond ETF by 659.74%. The purchase prices were between $29.67 and $30.36, with an estimated average price of $29.97. The stock is now traded at around $30.200000. The impact to a portfolio due to this purchase was 0.17%. The holding were 98,584 shares as of 2021-09-30.

Added: ARK Innovation ETF (ARKK)

Sowell Financial Services LLC added to a holding in ARK Innovation ETF by 182.96%. The purchase prices were between $109.72 and $129.16, with an estimated average price of $120.38. The stock is now traded at around $124.390000. The impact to a portfolio due to this purchase was 0.16%. The holding were 31,847 shares as of 2021-09-30.

Sold Out: Thermo Fisher Scientific Inc (TMO)

Sowell Financial Services LLC sold out a holding in Thermo Fisher Scientific Inc. The sale prices were between $509.53 and $609.78, with an estimated average price of $548.6.

Sold Out: iShares 3-7 Year Treasury Bond ETF (IEI)

Sowell Financial Services LLC sold out a holding in iShares 3-7 Year Treasury Bond ETF. The sale prices were between $129.89 and $131.81, with an estimated average price of $130.99.

Sold Out: FIRST TR SMALL CAP (FYX)

Sowell Financial Services LLC sold out a holding in FIRST TR SMALL CAP. The sale prices were between $86.41 and $93.95, with an estimated average price of $91.2.

Sold Out: iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)

Sowell Financial Services LLC sold out a holding in iShares 0-5 Year High Yield Corporate Bond ETF. The sale prices were between $45.07 and $45.67, with an estimated average price of $45.4.

Sold Out: SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)

Sowell Financial Services LLC sold out a holding in SPDR Portfolio S&P 400 Mid Cap ETF. The sale prices were between $44.83 and $48.44, with an estimated average price of $47.02.

Sold Out: WisdomTree U.S. SmallCap Dividend Fund (DES)

Sowell Financial Services LLC sold out a holding in WisdomTree U.S. SmallCap Dividend Fund. The sale prices were between $30.01 and $32.05, with an estimated average price of $31.19.



Here is the complete portfolio of Sowell Financial Services LLC. Also check out:

1. Sowell Financial Services LLC's Undervalued Stocks
2. Sowell Financial Services LLC's Top Growth Companies, and
3. Sowell Financial Services LLC's High Yield stocks
4. Stocks that Sowell Financial Services LLC keeps buying

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