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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
601 UNITED TECHNOLOGIES CORP 1,685 188 0.06%
602 UNITED THERAPEUTICS CORP DEL 328 55 0.02%
603 UNITEDHEALTH GROUP INC 1,448 236 0.08%
604 UNIVERSAL DISPLAY CORP 710 48 0.02%
605 UNUM GROUP 312 15 0.01%
606 US BANCORP DEL 716 39 0.01%
607 VALERO ENERGY CORP NEW 14,063 951 0.32%
608 VALERO ENERGY PARTNERS LP 95 5 0.00% PRN
609 VANGUARD BD INDEX FDS 1,081 86 0.03%
610 VANGUARD BD INDEX FDS 2,210 178 0.06%
611 VANGUARD CHARLOTTE FDS 18,930 1,018 0.34%
612 VANGUARD INDEX FDS 9,173 1,238 0.41%
613 VANGUARD INDEX FDS 807 114 0.04%
614 VANGUARD INDEX FDS 1,990 165 0.06%
615 VANGUARD INDEX FDS 150 14 0.00%
616 VANGUARD INTL EQUITY INDEX F 10,456 412 0.14%
617 VANGUARD INTL EQUITY INDEX F 23,355 1,096 0.37%
618 VANGUARD INTL EQUITY INDEX F 16 1 0.00%
619 VANGUARD INTL EQUITY INDEX F 171 9 0.00%
620 VANGUARD SCOTTSDALE FDS 2,767 220 0.07%
621 VANGUARD SPECIALIZED PORTFOL 1,787 159 0.05%
622 VANGUARD WORLD FD 200 26 0.01%
623 VANGUARD WORLD FD 344 35 0.01%
624 VANGUARD WORLD FDS 12,346 770 0.26%
625 VARIAN MED SYS INC 160 13 0.00%
626 VECTRUS INC 861 20 0.01%
627 VEEVA SYS INC 38 2 0.00%
628 VEREIT INC 1,850 16 0.01% PRN
629 VERIZON COMMUNICATIONS INC 100,493 4,851 1.62%
630 VERSUM MATLS INC 292 9 0.00%
631 VERTEX PHARMACEUTICALS INC 2,739 245 0.08%
632 VISA INC 5,019 436 0.15%
633 WAGEWORKS INC COM 86 6 0.00%
634 WALGREENS BOOTS ALLIANCE INC 2,686 225 0.08%
635 WALTER INVT MGMT CORP 21 0 0.00%
636 WASTE MGMT INC DEL 19 1 0.00%
637 WATERS CORP 100 15 0.01%
638 WELLS FARGO CO NEW 50,315 2,917 0.98%
639 WESTAR ENERGY 3,426 180 0.06%
640 WESTERN ASSET INTER MUNI FD 1,117 11 0.00%
641 WESTERN DIGITAL CORP 30,235 2,310 0.77%
642 WESTERN UN CO 5,426 107 0.04%
643 WESTLAKE CHEM PARTNERS LP 25 1 0.00%
644 WEYERHAEUSER CO 7,793 259 0.09%
645 WHIRLPOOL CORP 50 9 0.00%
646 WHITEWAVE FOODS CO 1,059 58 0.02%
647 WHITING PETROLEUM CORP COM 731 8 0.00%
648 WILLIAMS COS INC DEL 647 19 0.01%
649 WINDTREE THERAPEUTICS INC 9 0 0.00%
650 WISDOMTREE TR 2,532 56 0.02%
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