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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 Navidea Biopharm Inc 1,578,519 667 0.22%
2 FS KKR CAPITAL CORP COM 383,313 4,101 1.37%
3 SELECT SECTOR SPDR TR 224,976 5,516 1.85%
4 MICROSOFT CORP 161,828 10,449 3.50%
5 AT&T INC 138,442 5,642 1.89%
6 GENERAL ELECTRIC CO 129,331 3,916 1.31%
7 TRANSOCEAN LTD 117,517 1,599 0.54%
8 SPDR PORTFOLIO AGGREGATE BOND ETF 113,070 6,430 2.15%
9 ISHARES TR 102,504 7,220 2.42%
10 INTEL CORP 101,192 3,636 1.22%
11 VERIZON COMMUNICATIONS INC 100,493 4,851 1.62%
12 CISCO SYS INC 93,864 3,033 1.02%
13 NRG ENERGY INC 89,722 1,506 0.50%
14 Santander Consumer USA Holdings Inc 86,251 1,256 0.42%
15 COCA COLA CO 86,059 3,488 1.17%
16 ISHARES TR 85,918 17,107 5.73%
17 HCP INC 82,114 2,497 0.84%
18 FRONTIER COMMUNICATIONS CORP 78,039 261 0.09%
19 ALTRIA GROUP INC 77,023 5,536 1.85%
20 BP PLC 68,956 2,384 0.80%
21 LUMEN TECHNOLOGIES INC 68,768 1,678 0.56%
22 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 63,747 5,594 1.87%
23 FORD MTR CO DEL 58,988 746 0.25%
24 ISHARES TR 58,061 3,270 1.09%
25 FIDELITY 56,282 1,562 0.52%
26 ABBVIE INC 53,542 3,256 1.09%
27 ISHARES TR 52,833 2,044 0.68%
28 AMERIGAS PARTNERS L P 52,093 2,503 0.84%
29 APPLE INC 51,833 6,998 2.34%
30 WELLS FARGO & CO NEW 50,315 2,917 0.98%
31 STARBUCKS CORP 50,119 2,836 0.95%
32 EXXON MOBIL CORP 49,838 4,128 1.38%
33 CHEVRON CORP NEW 49,634 5,585 1.87%
34 PROSHARES TR 48,374 2,564 0.86%
35 KEYCORP 45,031 860 0.29%
36 ISHARES INC 44,427 2,085 0.70%
37 DSW INC CL A 40,780 880 0.29%
38 ANNALY CAP MGMT INC 39,614 414 0.14%
39 ISHARES TR 39,185 4,228 1.42%
40 SPDR SERIES TRUST 38,869 1,437 0.48%
41 UNIT CORP COM 37,321 1,061 0.36%
42 ISHARES TR 36,709 4,299 1.44%
43 ISHARES TR 35,388 1,364 0.46%
44 ISHARES TR 35,192 1,900 0.64%
45 ISHARES TR 34,664 3,885 1.30%
46 Ishares Tr Ibonds Dec 2017 Termcorporate Etf Fund 34,218 850 0.28%
47 GAMESTOP CORP NEW 33,400 860 0.29%
48 JOHNSON & JOHNSON 33,276 3,872 1.30%
49 ISHARES TR 33,006 816 0.27%
50 Ishares Tr Ibonds Dec 2019 Termcorporate Etf Fund 32,887 821 0.27%
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