Sowell Financial Services LLC Purchases in Q4 2024

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
498K
+ 2232.15%
$50.62 - $50.97 $25.2M - $25.4M
520K $26.4M
MA
Mastercard Inc

Financial Services
18.8K
+ 121.44%
$491.3 - $536.15 $9.26M - $10.1M
34.4K $18.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
114K
+ 98.76%
$90.42 - $94.5 $10.3M - $10.8M
230K $20.8M
NVDA
Nvidia Corp

Technology
26K
+ 6.08%
$117.0 - $148.88 $3.04M - $3.87M
454K $61M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
31.7K
New
$198.04 - $221.51 $6.28M - $7.03M
31.7K $6.68M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
60.2K
+ 49.38%
$96.64 - $101.23 $5.81M - $6.09M
182K $17.6M
MSFT
Microsoft Corp

Technology
15.5K
+ 10.99%
$406.35 - $454.46 $6.28M - $7.03M
156K $65.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
48.2K
+ 53.61%
$100.16 - $100.7 $4.83M - $4.86M
138K $13.9M
V
Visa Inc.

Financial Services
10.5K
+ 33.65%
$273.87 - $320.91 $2.88M - $3.37M
41.7K $13.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
26.4K
+ 87.86%
$174.22 - $187.62 $4.6M - $4.96M
56.5K $9.9M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
15.5K
New
$173.13 - $258.09 $2.68M - $4M
15.5K $3.57M
WMT
Walmart Inc.

Consumer Defensive
25.7K
+ 20.66%
$79.1 - $95.7 $2.03M - $2.46M
150K $13.6M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
138K
New
$24.82 - $25.48 $3.42M - $3.51M
138K $3.43M
SCHX
Schwab Strategic Tr Us Large C

ETFs
147K
New
$22.4 - $68.28 $3.3M - $10.1M
147K $3.42M
PLTR
Palantir Technologies Inc.

Technology
32.8K
+ 142.25%
$36.46 - $82.38 $1.2M - $2.7M
55.9K $4.23M
PANW
Palo Alto Networks Inc

Technology
18.3K
New
$181.96 - $405.9 $3.33M - $7.43M
18.3K $3.33M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
146K
New
$22.71 - $23.47 $3.31M - $3.42M
146K $3.32M
IVE
Ishares S&P 500 Value ETF

ETFs
15.2K
New
$189.5 - $206.17 $2.87M - $3.13M
15.2K $2.9M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
157K
+ 26.4%
$19.65 - $20.27 $3.08M - $3.18M
750K $14.7M
XLY
Select Sector Spdr Consumer Di

ETFs
11.9K
New
$194.8 - $239.43 $2.31M - $2.84M
11.9K $2.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.02K
+ 4.51%
$567.81 - $607.81 $1.71M - $1.83M
69.9K $41M
LDSF
First Tr ETF Viii Low Duration

ETFs
137K
New
$18.74 - $19.18 $2.56M - $2.62M
137K $2.56M
MRVL
Marvell Technology, Inc.

Technology
22.3K
New
$70.31 - $124.78 $1.57M - $2.79M
22.3K $2.47M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.89K
+ 2.95%
$370.24 - $418.94 $701K - $793K
66K $26.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
10.2K
+ 26.05%
$238.25 - $261.28 $2.44M - $2.67M
49.5K $12M
NFLX
Netflix Inc

Communication Services
359
+ 3.23%
$687.65 - $936.56 $247K - $336K
11.5K $10.2M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
41K
New
$56.06 - $61.35 $2.3M - $2.52M
41K $2.32M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
116K
New
$19.8 - $20.06 $2.3M - $2.33M
116K $2.31M
HON
Honeywell International Inc

Industrials
10.1K
New
$202.84 - $236.0 $2.05M - $2.39M
10.1K $2.29M
XLG
Invesco Exchange Traded Fd Tr

ETFs
45.5K
New
$46.94 - $51.62 $2.14M - $2.35M
45.5K $2.28M
IGIC
International General Insurance Holdings Ltd.

Financial Services
94K
New
$18.49 - $26.6 $1.74M - $2.5M
94K $2.23M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
16.8K
+ 148.45%
$134.53 - $150.65 $2.27M - $2.54M
28.2K $3.82M
IBKR
Interactive Brokers Group, Inc.

Financial Services
12.5K
New
$138.3 - $192.95 $1.73M - $2.42M
12.5K $2.22M
PLXS
Plexus Corp

Technology
13.7K
New
$133.8 - $168.44 $1.83M - $2.3M
13.7K $2.14M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
19.7K
New
$97.09 - $120.01 $1.92M - $2.37M
19.7K $2.13M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
39.7K
New
$50.07 - $52.35 $1.99M - $2.08M
39.7K $2.04M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
39.1K
New
$51.54 - $52.55 $2.01M - $2.05M
39.1K $2.02M
VONG
Vanguard Russell 1000 Growth E

ETFs
18.2K
+ 164.01%
$95.27 - $107.82 $1.73M - $1.96M
29.2K $3.02M
HSY
Hershey CO

Consumer Defensive
10.4K
New
$168.67 - $193.65 $1.75M - $2.01M
10.4K $1.76M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.74K
+ 26.41%
$417.69 - $450.94 $1.56M - $1.69M
17.9K $7.62M
SPSB
Spdr Portfolio Short Term Corp

ETFs
53.2K
New
$29.77 - $30.19 $1.58M - $1.61M
53.2K $1.59M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
38.3K
+ 53.83%
$44.87 - $46.86 $1.72M - $1.8M
110K $4.91M
JNK
Spdr Bloomberg High Yield Bond

ETFs
16.5K
New
$94.77 - $97.36 $1.56M - $1.6M
16.5K $1.57M
CALM
Cal Maine Foods Inc

Consumer Defensive
15K
New
$75.41 - $112.24 $1.13M - $1.68M
15K $1.54M
ELMD
Electromed, Inc.

Healthcare
51.4K
New
$20.9 - $31.06 $1.07M - $1.6M
51.4K $1.52M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
31.4K
New
$47.98 - $49.47 $1.51M - $1.55M
31.4K $1.52M
IWM
Ishares Russell 2000 ETF

ETFs
6.75K
+ 17.39%
$216.13 - $242.4 $1.46M - $1.64M
45.6K $10.1M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
19.8K
+ 22.13%
N/A
109K $8.17M
TQQQ
Proshares Ultrapro Qqq

ETFs
18.6K
New
$69.42 - $93.29 $1.29M - $1.74M
18.6K $1.47M
Activity Summary
Buys All Purchases 323 New Holdings 99 Increased Positions 224 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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