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

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.



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