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Institutional Investment Manager
SOWELL FINANCIAL SERVICES LLC
SOWELL FINANCIAL SERVICES LLC (CIK: 0001633697). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Original 13F HR (0001376474-17-000048) filed in 2017.02.27
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 85,918 17,107 5.73%
2 MICROSOFT CORP 161,828 10,449 3.50%
3 ISHARES TR 102,504 7,220 2.42%
4 APPLE INC 51,833 6,998 2.34%
5 SPDR PORTFOLIO AGGREGATE BOND ETF 113,070 6,430 2.15%
6 AT&T INC 138,442 5,642 1.89%
7 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 63,747 5,594 1.87%
8 CHEVRON CORP NEW 49,634 5,585 1.87%
9 ALTRIA GROUP INC 77,023 5,536 1.85%
10 SELECT SECTOR SPDR TR 224,976 5,516 1.85%
11 VERIZON COMMUNICATIONS INC 100,493 4,851 1.62%
12 ISHARES TR 26,933 4,659 1.56%
13 ISHARES TR 36,709 4,299 1.44%
14 ISHARES TR 39,185 4,228 1.42%
15 BOEING CO 24,653 4,154 1.39%
16 EXXON MOBIL CORP 49,838 4,128 1.38%
17 FS KKR CAPITAL CORP COM 383,313 4,101 1.37%
18 GENERAL ELECTRIC CO 129,331 3,916 1.31%
19 ISHARES TR 34,664 3,885 1.30%
20 JOHNSON & JOHNSON 33,276 3,872 1.30%
21 INTEL CORP 101,192 3,636 1.22%
22 COCA COLA CO 86,059 3,488 1.17%
23 ISHARES TR 58,061 3,270 1.09%
24 ABBVIE INC 53,542 3,256 1.09%
25 BERKSHIRE HATHAWAY INC DEL 18,209 3,040 1.02%
26 CISCO SYS INC 93,864 3,033 1.02%
27 ISHARES TR 24,494 2,997 1.00%
28 ISHARES TR 28,388 2,986 1.00%
29 WELLS FARGO & CO NEW 50,315 2,917 0.98%
30 STARBUCKS CORP 50,119 2,836 0.95%
31 KRAFT HEINZ CO 28,170 2,566 0.86%
32 PROSHARES TR 48,374 2,564 0.86%
33 AMERIGAS PARTNERS L P 52,093 2,503 0.84%
34 HCP INC 82,114 2,497 0.84%
35 BP PLC 68,956 2,384 0.80%
36 SPDR S&P 500 ETF TR 10,056 2,362 0.79%
37 WESTERN DIGITAL CORP 30,235 2,310 0.77%
38 UNITED PARCEL SERVICE INC 20,706 2,257 0.76%
39 ISHARES INC 44,427 2,085 0.70%
40 ISHARES TR 14,714 2,054 0.69%
41 ISHARES TR 52,833 2,044 0.68%
42 ISHARES TR 21,834 1,988 0.67%
43 MCDONALDS CORP 15,595 1,962 0.66%
44 ISHARES TR 12,642 1,955 0.65%
45 ISHARES TR 35,192 1,900 0.64%
46 FACEBOOK INC 13,970 1,870 0.63%
47 SELECT SECTOR SPDR TR 24,360 1,787 0.60%
48 ISHARES TR 14,757 1,681 0.56%
49 LUMEN TECHNOLOGIES INC 68,768 1,678 0.56%
50 PROSHARES TR 29,274 1,634 0.55%
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