Sowell Financial Services LLC
- SEC CIK
- 0001633697
- Latest filing
- Jul 17, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 550
- −209 vs. Q1 2023
- Portfolio value
- $1.79B
- +$497.9M (+38.4%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 421,624 | $81.8M | 4.6% | +106,451+33.8% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 139,924 | $62.4M | 3.5% | +30,686+28.1% | Added | – |
| WMTWalmart Inc. | Stock | 359,836 | $56.6M | 3.2% | +153,253+74.2% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 126,064 | $46.6M | 2.6% | +43,865+53.4% | Added | – |
| MSFTMicrosoft Corp | Stock | 128,244 | $43.7M | 2.4% | +24,328+23.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 224,269 | $29.2M | 1.6% | +53,107+31.0% | Added | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 563,717 | $28.6M | 1.6% | +563,717 | New | – |
| BRK.BBerkshire Hathaway Inc | Stock | 65,172 | $22.2M | 1.2% | +6,063+10.3% | Added | History |
| NVDANVIDIA Corp | Stock | 48,196 | $20.4M | 1.1% | +17,617+57.6% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 45,224 | $20.1M | 1.1% | +14,302+46.3% | Added | History |
| Two RDS Shared Tr90214Q105 | AFFINITY WORLD | 718,225 | $18.7M | 1.0% | +147,695+25.9% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 136,900 | $18.5M | 1.0% | +62,067+82.9% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 242,846 | $18.4M | 1.0% | +242,846 | New | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 326,674 | $16.4M | 0.9% | +100,978+44.7% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 313,403 | $15.7M | 0.9% | +53,979+20.8% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 130,557 | $14.0M | 0.8% | +8,778+7.2% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 142,142 | $13.9M | 0.8% | +142,142 | New | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 186,479 | $13.5M | 0.8% | +159,582+593.3% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 48,037 | $13.2M | 0.7% | +14,674+44.0% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 46,190 | $13.1M | 0.7% | +43,085+1,387.6% | Added | – |
| JNJJohnson & Johnson | Stock | 78,605 | $13.0M | 0.7% | +22,948+41.2% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 57,710 | $12.7M | 0.7% | −14,697−20.3% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 101,199 | $12.1M | 0.7% | +34,994+52.9% | Added | History |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 250,821 | $12.1M | 0.7% | +107,442+74.9% | Added | – |
| CVXChevron Corp | Stock | 76,740 | $12.1M | 0.7% | +15,926+26.2% | Added | History |
| Invesco Exch Traded FD Tr II46138E669 | GLOBAL EX US HGH | 603,539 | $11.7M | 0.7% | +197,470+48.6% | Added | – |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 166,562 | $11.6M | 0.6% | +54,843+49.1% | Added | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 116,714 | $11.6M | 0.6% | +22,683+24.1% | Added | – |
| UPSUnited Parcel Service Inc | Stock | 63,833 | $11.4M | 0.6% | +27,273+74.6% | Added | History |
| VZVerizon Communications Inc | Stock | 301,493 | $11.2M | 0.6% | +87,257+40.7% | Added | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 72,878 | $11.1M | 0.6% | +13,322+22.4% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 47,842 | $10.5M | 0.6% | +21,047+78.5% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 71,673 | $10.4M | 0.6% | +13,105+22.4% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 25,414 | $10.4M | 0.6% | −14,245−35.9% | Reduced | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 113,233 | $10.4M | 0.6% | +52,605+86.8% | Added | – |
| KOCoca Cola Co | Stock | 170,552 | $10.3M | 0.6% | +12,814+8.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 83,888 | $10.1M | 0.6% | +15,748+23.1% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 64,059 | $9.10M | 0.5% | +22,444+53.9% | Added | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 144,597 | $9.08M | 0.5% | −5,076−3.4% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 50,006 | $8.91M | 0.5% | +18,790+60.2% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 50,608 | $8.80M | 0.5% | +21,163+71.9% | Added | – |
| TSLATesla, Inc. | Stock | 33,091 | $8.66M | 0.5% | +7,639+30.0% | Added | History |
| BACBank of America Corp | Stock | 299,348 | $8.59M | 0.5% | +47,099+18.7% | Added | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 153,228 | $8.48M | 0.5% | +83,983+121.3% | Added | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 102,672 | $8.33M | 0.5% | +22,674+28.3% | Added | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 221,199 | $8.18M | 0.5% | +86,296+64.0% | Added | – |
| SBUXStarbucks Corp | Stock | 82,435 | $8.17M | 0.5% | +4,985+6.4% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 145,134 | $8.14M | 0.5% | +117,594+427.0% | Added | – |
| ABBVAbbVie Inc. | Stock | 58,795 | $7.92M | 0.4% | +16,027+37.5% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 150,331 | $7.78M | 0.4% | +25,242+20.2% | Added | History |
| MRKMerck & Co., Inc. | Stock | 66,074 | $7.67M | 0.4% | +6,186+10.3% | Added | History |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 126,513 | $7.53M | 0.4% | +3,724+3.0% | Added | – |
| COSTCostco Wholesale Corp | Stock | 13,523 | $7.28M | 0.4% | +1,575+13.2% | Added | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 72,165 | $7.26M | 0.4% | +72,165 | New | – |
| UNHUnitedHealth Group Inc | Stock | 14,913 | $7.17M | 0.4% | +6,141+70.0% | Added | History |
| BABoeing Co | Stock | 33,692 | $7.11M | 0.4% | +4,542+15.6% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 37,824 | $7.08M | 0.4% | +9,375+33.0% | Added | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 326,727 | $7.04M | 0.4% | +156,623+92.1% | Added | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 171,314 | $6.87M | 0.4% | +58,766+52.2% | Added | – |
| Flexshares Tr33939L886 | ULTR SHO INC FD | 88,575 | $6.64M | 0.4% | +5,638+6.8% | Added | – |
| MCDMcDonalds Corp | Stock | 22,138 | $6.61M | 0.4% | +2,913+15.2% | Added | History |
| Listed FDS Tr53656F425 | ALEX PRA TAC ETF | 265,106 | $6.60M | 0.4% | +265,106 | New | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 66,155 | $6.59M | 0.4% | +33,505+102.6% | Added | – |
| MAMastercard Inc | Stock | 16,705 | $6.57M | 0.4% | +788+5.0% | Added | History |
| PEPPepsiCo Inc | Stock | 34,877 | $6.46M | 0.4% | +8,207+30.8% | Added | History |
| VVisa Inc. | Stock | 26,915 | $6.39M | 0.4% | +4,417+19.6% | Added | History |
| PFEPfizer Inc | Stock | 173,735 | $6.37M | 0.4% | +33,836+24.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 21,446 | $6.16M | 0.3% | +6,747+45.9% | Added | History |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 113,405 | $6.13M | 0.3% | +98,498+660.7% | Added | – |
| TAT&T Inc. | Stock | 383,521 | $6.12M | 0.3% | +143,214+59.6% | Added | History |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 134,349 | $6.09M | 0.3% | +52,429+64.0% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 140,666 | $5.87M | 0.3% | +24,343+20.9% | Added | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 459,132 | $5.83M | 0.3% | +87,605+23.6% | Added | History |
| PMPhilip Morris International Inc. | Stock | 58,096 | $5.74M | 0.3% | +13,124+29.2% | Added | History |
| IAUiShares Gold Trust | ETF | 156,669 | $5.70M | 0.3% | −4,310−2.7% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 53,089 | $5.67M | 0.3% | +45,088+563.5% | Added | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 307,610 | $5.46M | 0.3% | +220,726+254.0% | Added | – |
| QCOMQualcomm Inc | Stock | 45,380 | $5.40M | 0.3% | +14,571+47.3% | Added | History |
| PGProcter & Gamble Co | Stock | 35,425 | $5.38M | 0.3% | +10,951+44.7% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 57,865 | $5.31M | 0.3% | +19,914+52.5% | Added | – |
| WFCWells Fargo & Company | Stock | 123,510 | $5.27M | 0.3% | +25,375+25.9% | Added | History |
| HDHome Depot, Inc. | Stock | 16,872 | $5.24M | 0.3% | +5,547+49.0% | Added | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 47,423 | $5.24M | 0.3% | +47,423 | New | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 49,368 | $5.24M | 0.3% | +16,055+48.2% | Added | – |
| BTZBlackRock Credit Allocation Income Trust | COM | 515,293 | $5.23M | 0.3% | +42,383+9.0% | Added | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 69,352 | $5.21M | 0.3% | +44,792+182.4% | Added | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 113,591 | $5.17M | 0.3% | +71,738+171.4% | Added | – |
| DISWalt Disney Co | Stock | 56,103 | $5.01M | 0.3% | +16,506+41.7% | Added | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 94,321 | $4.92M | 0.3% | +44,276+88.5% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 179,675 | $4.88M | 0.3% | +9,060+5.3% | Added | – |
| LLYEli Lilly & Co | Stock | 10,362 | $4.86M | 0.3% | +3,234+45.4% | Added | History |
| MOAltria Group, Inc. | Stock | 104,903 | $4.85M | 0.3% | +6,928+7.1% | Added | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 13,824 | $4.76M | 0.3% | +4,194+43.6% | Added | History |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 73,361 | $4.72M | 0.3% | +41,911+133.3% | Added | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 48,530 | $4.69M | 0.3% | +48,530 | New | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 57,593 | $4.67M | 0.3% | +57,593 | New | – |
| TSNTyson Foods, Inc. | Stock | 91,202 | $4.66M | 0.3% | +39,057+74.9% | Added | History |
| LOWLowes Companies Inc | Stock | 20,506 | $4.63M | 0.3% | +9,510+86.5% | Added | History |
| IBMInternational Business Machines Corp | Stock | 34,377 | $4.60M | 0.3% | +7,800+29.3% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 92,521 | $4.56M | 0.3% | +26,156+39.4% | Added | – |
Sold out since Q1 2023 (316)
Positions held at the end of Q1 2023 that are gone from this filing.
The largest 100 of 316 by value last quarter.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| HUMHumana Inc | Stock | 9,139 | $4.44M | 0.3% | History |
| BRK.ABerkshire Hathaway Inc | CL A | 9 | $4.19M | 0.3% | History |
| ELFe.l.f. Beauty, Inc. | COM | 44,987 | $3.71M | 0.3% | History |
| NFLXNetflix Inc | Stock | 10,516 | $3.63M | 0.3% | History |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 72,202 | $3.58M | 0.3% | – |
| TNKTeekay Tankers Ltd. | CL A | 77,320 | $3.32M | 0.3% | History |
| AVGOBroadcom Inc. | Stock | 5,044 | $3.24M | 0.2% | History |
| TMOThermo Fisher Scientific Inc. | Stock | 5,148 | $2.97M | 0.2% | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 56,781 | $2.72M | 0.2% | – |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 32,519 | $2.36M | 0.2% | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 74,368 | $2.20M | 0.2% | – |
| iShares Semiconductor ETF464287523 | ETF | 4,444 | $1.98M | 0.2% | – |
| PWRQuanta Services, Inc. | COM | 11,805 | $1.97M | 0.2% | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 18,007 | $1.85M | 0.1% | – |
| Vanguard World FD921910733 | ESG US STK ETF | 24,750 | $1.77M | 0.1% | – |
| Vanguard Health Care ETF92204A504 | ETF | 7,211 | $1.72M | 0.1% | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 24,571 | $1.67M | 0.1% | – |
| WSOWatsco Inc | COM | 5,179 | $1.65M | 0.1% | History |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 33,761 | $1.64M | 0.1% | – |
| CBTCabot Corp | COM | 21,220 | $1.63M | 0.1% | History |
| MKLMarkel Group Inc. | COM | 1,239 | $1.58M | 0.1% | History |
| DHRDanaher Corp | Stock | 6,037 | $1.52M | 0.1% | History |
| iShares Tr464287549 | EXPND TEC SC ETF | 4,410 | $1.50M | 0.1% | – |
| SNDXSyndax Pharmaceuticals Inc | COM | 69,748 | $1.47M | 0.1% | History |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 62,423 | $1.47M | 0.1% | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 6,125 | $1.44M | 0.1% | – |
| LMTLockheed Martin Corp | Stock | 2,940 | $1.39M | 0.1% | History |
| Vanguard Information Technology ETF92204A702 | ETF | 3,593 | $1.39M | 0.1% | – |
| iShares Tr464287515 | EXPANDED TECH | 4,281 | $1.30M | 0.1% | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 40,475 | $1.30M | 0.1% | – |
| ABNBAirbnb, Inc. | Stock | 10,349 | $1.29M | 0.1% | History |
| GSGoldman Sachs Group Inc | Stock | 3,867 | $1.26M | 0.1% | History |
| HONHoneywell International Inc | COM | 6,319 | $1.21M | 0.1% | History |
| LRCXLam Research Corp | COM | 2,266 | $1.20M | 0.1% | History |
| DEDeere & Co | Stock | 2,873 | $1.19M | 0.1% | History |
| ADPAutomatic Data Processing Inc | Stock | 4,968 | $1.11M | 0.1% | History |
| PRVAPrivia Health Group, Inc. | COM | 39,498 | $1.09M | 0.1% | History |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 7,311 | $1.08M | 0.1% | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 16,694 | $1.04M | 0.1% | – |
| iShares U.S. Healthcare Providers ETF464288828 | ETF | 4,148 | $1.02M | 0.1% | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 15,144 | $1.01M | 0.1% | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,188 | $1.00M | 0.1% | History |
| KMBKimberly Clark Corp | Stock | 7,315 | $982.0K | 0.1% | History |
| GWWW.W. Grainger, Inc. | Stock | 1,413 | $973.0K | 0.1% | History |
| CMICummins Inc | Stock | 4,025 | $961.0K | 0.1% | History |
| BLKBlackRock, Inc. | COM | 1,433 | $959.0K | 0.1% | History |
| APDAir Products & Chemicals, Inc. | Stock | 3,328 | $956.0K | 0.1% | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 6,398 | $890.0K | 0.1% | – |
| iShares Tr464287762 | US HLTHCARE ETF | 3,232 | $882.0K | 0.1% | – |
| NOCNorthrop Grumman Corp | Stock | 1,894 | $875.0K | 0.1% | History |
| ACNAccenture plc | Stock | 3,042 | $870.0K | 0.1% | History |
| AWKAmerican Water Works Company, Inc. | Stock | 5,854 | $857.0K | 0.1% | History |
| DRIDarden Restaurants Inc | COM | 5,467 | $848.0K | 0.1% | History |
| ADBEAdobe Inc. | Stock | 2,156 | $831.0K | 0.1% | History |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 28,534 | $796.0K | 0.1% | History |
| BNOUnited States Brent Oil Fund, LP | ETF | 29,725 | $790.0K | 0.1% | History |
| ATVIActivision Blizzard, Inc. | COM | 8,921 | $764.0K | 0.1% | History |
| TMUST-Mobile US, Inc. | Stock | 5,251 | $761.0K | 0.1% | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 6,816 | $749.0K | 0.1% | – |
| VVRInvesco Senior Income Trust | COM | 200,537 | $738.0K | 0.1% | History |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 7,339 | $736.0K | 0.1% | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 8,068 | $736.0K | 0.1% | – |
| VLOValero Energy Corp | Stock | 5,255 | $734.0K | 0.1% | History |
| ITWIllinois Tool Works Inc | Stock | 2,992 | $728.0K | 0.1% | History |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 31,200 | $721.0K | 0.1% | History |
| URIUnited Rentals, Inc. | COM | 1,813 | $717.0K | 0.1% | History |
| NOWServiceNow, Inc. | Stock | 1,540 | $716.0K | 0.1% | History |
| CORZCore Scientific, Inc. | COMMON STOCK | 2,352,803 | $715.0K | 0.1% | History |
| YUMYum Brands Inc | Stock | 5,250 | $693.0K | 0.1% | History |
| TSCOTractor Supply Co | COM | 2,946 | $692.0K | 0.1% | History |
| PRUPrudential Financial Inc | Stock | 8,333 | $689.0K | 0.1% | History |
| FELEFranklin Electric Co Inc | COM | 7,141 | $672.0K | 0.1% | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,882 | $669.0K | 0.1% | – |
| PLDPrologis, Inc. | REIT | 5,357 | $668.0K | 0.1% | History |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 16,132 | $657.0K | 0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 7,598 | $656.0K | 0.1% | – |
| PANWPalo Alto Networks Inc | Stock | 3,245 | $648.0K | <0.1% | History |
| EMNEastman Chemical Co | Stock | 7,635 | $644.0K | <0.1% | History |
| ELVElevance Health, Inc. | Stock | 1,398 | $643.0K | <0.1% | History |
| CNICanadian National Railway Co | Stock | 5,341 | $630.0K | <0.1% | History |
| INTUIntuit Inc. | Stock | 1,408 | $628.0K | <0.1% | History |
| ZTSZoetis Inc. | Stock | 3,764 | $627.0K | <0.1% | History |
| BKNGBooking Holdings Inc. | Stock | 236 | $626.0K | <0.1% | History |
| CMCanadian Imperial Bank of Commerce | COM | 14,719 | $624.0K | <0.1% | History |
| Invesco Exchange Traded FD T46137V217 | S&P MDCP400 PR | 3,336 | $611.0K | <0.1% | – |
| ALBAlbemarle Corp | Stock | 2,664 | $589.0K | <0.1% | History |
| CDWCDW Corp | COM | 3,022 | $589.0K | <0.1% | History |
| CCICrown Castle Inc. | REIT | 4,238 | $567.0K | <0.1% | History |
| UNPUnion Pacific Corp | Stock | 2,749 | $553.0K | <0.1% | History |
| HCAHCA Healthcare, Inc. | COM | 2,074 | $547.0K | <0.1% | History |
| BABAAlibaba Group Holding Ltd | ADR | 5,144 | $526.0K | <0.1% | History |
| SPGSimon Property Group Inc. | REIT | 4,645 | $520.0K | <0.1% | History |
| TTTrane Technologies plc | SHS | 2,817 | $518.0K | <0.1% | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 8,354 | $517.0K | <0.1% | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 9,278 | $512.0K | <0.1% | History |
| MUMicron Technology Inc | Stock | 8,403 | $507.0K | <0.1% | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 6,245 | $507.0K | <0.1% | – |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 5,837 | $507.0K | <0.1% | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 6,133 | $495.0K | <0.1% | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 4,318 | $495.0K | <0.1% | – |