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  Name: Sowell Financial Services LLC
  City: NORTH LITTLE ROCK
  State: AR
  Zip: 72113
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $2,119,995,000
  Total Value Change : $274,043,000
  Securities Held Change : 18
   
All Securities Held : 544
  New Positions : 53
  Closed Positions : 46
  Increased Positions : 240
  Unchanged Positions : 18
  Decreased Positions : 233

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Holdings Found : 16     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (PGF)1 Year Chart         PGF Invesco Financial Preferred... 289 - $14.71 $1,403,000 92,090 0.07% 60,000 0 0.105    Closed - End Fund - E...
   (PDP)1 Year Chart         PDP Invesco DWA Momentum ETF 318 - $96.56 $1,156,000 11,698 0.05% 156,000 0 0    Closed - End Fund - E...
   (HYT)1 Year Chart         HYT Blackrock Corporate High Yi... 388 - $9.85 $782,000 79,900 0.04% 29,000 0 0.063    Closed - End Fund - E...
   (PNQI)1 Year Chart         PNQI Powershares Nasdaq Interne 404 - $39.48 $685,000 17,175 0.03% 65,000 0 0.019    Closed - End Fund - Debt
   (TEVA)1 Year Chart         TEVA Teva Pharmaceutical Industr... 407 - $16.25 $675,000 47,807 0.03% 176,000 0 0.004    Drug Manufacturers - ...
   (SBSI)1 Year Chart         SBSI Southside Bancshares Inc 448 - $27.97 $495,000 16,937 0.02% -35,000 0 0    Domestic Regional Banks
   (DSU)1 Year Chart         DSU Blackrock Debt Strategies Fund 457 - $10.97 $452,000 40,911 0.02% 11,000 0 0.066    Closed - End Fund - Debt
   (EVV)1 Year Chart         EVV Eaton Vance Limited Duratio... 473 - $9.72 $407,000 41,769 0.02% 7,000 0 0.036    Closed - End Fund - Debt
   (RSEE)1 Year Chart         RSEE Rareview Systematic Equity Etf 486 - $0.00 $369,000 13,275 0.02% 22,000 0 0.148    N/A
   (PFO)1 Year Chart         PFO Flaherty & Crumrine Preferr... 499 - $8.27 $330,000 39,073 0.02% 19,000 0 0.33    Closed - End Fund - Debt
   (DVYE)1 Year Chart         DVYE Ishares Emerging Markets Di... 501 - $27.06 $314,000 12,000 0.01% -4,000 0 0.068    N/A
   (MUE)1 Year Chart         MUE Blackrock Muniholdings Insu... 516 - $9.98 $256,000 25,000 0.01% 6,000 0 0.111    Closed - End Fund - Debt
   (MQT)1 Year Chart         MQT Blackrock Muniyield Quality... 520 - $10.08 $245,000 23,200 0.01% 5,000 0 0.103    Closed - End Fund - Debt
   (PHB)1 Year Chart         PHB Invesco Fundamental Hi YldÃ... 523 - $18.01 $238,000 13,123 0.01% 0 0 0    Closed - End Fund - Debt
   (DNMR)1 Year Chart         DNMR Danimer Scientific Inc 528 - $0.76 $217,000 199,184 0.01% 14,000 0 0.226    N/A
   (NVG)1 Year Chart         NVG Nuveen Insured Dividend Adv... 530 - $11.96 $213,000 17,431 0.01% 7,000 0 0.008    Closed - End Fund - Debt
      16 Records Found
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Page 1 of 1
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