Legal Name: SOWELL FINANCIAL SERVICES, LLC
報告期間:
Mar 31, 2019
有効日:
May 15, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
130,322 |
$23,414k |
|
|
COCA-COLA CO (191216100)
|
188,026 |
$8,811k |
|
|
Amazon.com Inc (023135106)
|
4,618 |
$8,224k |
|
|
JOHNSON & JOHNSON (478160104)
|
53,740 |
$7,512k |
|
|
STARBUCKS CORP (855244109)
|
100,357 |
$7,461k |
|
|
SPDR DOW JONES INDL (78467X109)
|
28,683 |
$7,433k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
71,665 |
$6,228k |
|
|
INTEL CORP (458140100)
|
114,880 |
$6,169k |
|
|
GENERAL MILLS INC (370334104)
|
100,127 |
$5,182k |
|
|
UNITED PARCEL SERVIC (911312106)
|
42,530 |
$4,752k |
|
|
PROCTER & GAMBLE CO (742718109)
|
39,704 |
$4,131k |
|
|
CLOROX CO (189054109)
|
20,008 |
$3,210k |
|
|
VANGUARD WORLD FDS (92204A306)
|
35,161 |
$3,143k |
|
|
COSTCO WHSL CORP (22160K105)
|
12,707 |
$3,077k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
204,883 |
$2,536k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
11,845 |
$1,714k |
|
|
ISHARES (464287234)
|
39,003 |
$1,674k |
|
|
ISHARES TR (46435G672)
|
25,769 |
$1,378k |
|
|
WASTE MGMT INC DEL (94106L109)
|
13,243 |
$1,376k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
18,477 |
$1,367k |
|
|
ISHARES SILVER TRUST (46428Q109)
|
91,214 |
$1,293k |
|
|
SPDR SERIES TRUST (78464A649)
|
44,361 |
$1,266k |
|
|
SEMPRA ENERGY (816851109)
|
8,269 |
$1,041k |
|
|
SPDR SERIES TRUST (78464A664)
|
26,278 |
$956k |
|
|
Netflix Inc (64110L106)
|
2,600 |
$927k |
|
|
MEDTRONIC PLC (G5960L103)
|
10,052 |
$916k |
|
|
ISHARES TR (46435G516)
|
13,605 |
$860k |
|
|
CME GROUP INC (12572Q105)
|
4,719 |
$777k |
|
|
ISHARES (464287291)
|
4,434 |
$758k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q407)
|
9,705 |
$710k |
|
|
PACCAR INC (693718108)
|
9,525 |
$649k |
|
|
ENTERPRISE PRODS (293792107)
|
22,130 |
$644k |
|
|
ISHARE (464287754)
|
4,103 |
$623k |
|
|
ISHARES TR US HLTHCARE ETF (464287762)
|
3,103 |
$601k |
|
|
ISHARES TR (464287788)
|
5,052 |
$597k |
|
|
ACACIA COMMUNICATIONS INC COM (00401C108)
|
10,022 |
$575k |
|
|
BIOGEN INC (09062X103)
|
2,359 |
$558k |
|
|
iShares MSCI USA ESG Select ET (464288802)
|
4,210 |
$498k |
|
|
VANGUARD INTL HIGH DIV YLD ETF (921946794)
|
8,156 |
$496k |
|
|
BOSTON SCIENTIFIC (101137107)
|
12,901 |
$495k |
|
|
PRUDENTIAL FINL (744320102)
|
5,241 |
$482k |
|
|
YUM BRANDS INC (988498101)
|
4,787 |
$478k |
|
|
Grand Canyon Education, Inc. (38526M106)
|
3,987 |
$457k |
|
|
SELECT SECTOR SPDR TR (81369Y860)
|
12,412 |
$450k |
|
|
ISHARES TR (46435G334)
|
12,567 |
$415k |
|
|
HUNT (JB) TRANSPRT SVCS INC (445658107)
|
3,977 |
$403k |
|
|
ISHAR (464286509)
|
14,463 |
$400k |
|
|
DOLLAR GEN CORP (256677105)
|
3,333 |
$398k |
|
|
STATE STREET CORP (857477103)
|
5,891 |
$388k |
|
|
OLIN CORP (680665205)
|
14,898 |
$345k |
|
|
SANOFI (80105N105)
|
7,714 |
$342k |
|
|
Invesco Exchange Traded Fd TR (46137V563)
|
19,054 |
$340k |
|
|
F5 NETWORKS INC (315616102)
|
2,042 |
$320k |
|
|
ANTHEM INC (036752103)
|
1,116 |
$320k |
|
|
PAN AMERICAN SILVER (697900108)
|
20,000 |
$265k |
|
|
ABB LTD (000375204)
|
13,375 |
$252k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E719)
|
12,418 |
$232k |
|
|
Occidental Petroleum Corp (674599105)
|
3,439 |
$228k |
|
|
PIMCO INCOME STRATEGY FUND (72201H108)
|
13,297 |
$153k |
|
|
FIRST MAJESTIC SILVER CORP COM (32076V103)
|
10,166 |
$67k |
|
|
SILVERCORP METALS (82835P103)
|
20,000 |
$51k |
|
