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
DELL
Dell Technologies Inc.

Technology
12.8K
New
$111.96 - $144.21 $1.43M - $1.84M
12.8K $1.47M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
12.4K
New
$111.85 - $120.71 $1.39M - $1.5M
12.4K $1.43M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
32.1K
New
$43.84 - $48.76 $1.41M - $1.57M
32.1K $1.41M
LYB
Lyondell Basell Industries N.V.

Basic Materials
17.7K
New
$72.97 - $96.75 $1.29M - $1.71M
17.7K $1.31M
IAU
Ishares Gold Trust

ETFs
27.1K
+ 14.12%
$48.37 - $52.65 $1.31M - $1.43M
219K $10.8M
OKE
Oneok Inc

Energy
4.82K
+ 5.59%
$92.28 - $117.05 $445K - $564K
91.1K $9.14M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
21.8K
New
$45.39 - $62.98 $988K - $1.37M
21.8K $1.24M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.46K
+ 23.76%
$183.23 - $199.79 $1.37M - $1.49M
38.8K $7.19M
PPA
Invesco Exchange Traded Fd Tr

ETFs
10.7K
New
$113.79 - $124.5 $1.21M - $1.33M
10.7K $1.22M
PLD
Prologis, Inc.

Real Estate
11.5K
New
$101.4 - $126.96 $1.16M - $1.46M
11.5K $1.21M
NKE
Nike, Inc.

Consumer Cyclical
18.3K
+ 106.94%
$73.36 - $89.13 $1.34M - $1.63M
35.3K $2.67M
KBE
Spdr S&P Bank ETF

ETFs
20.6K
New
$51.33 - $62.76 $1.06M - $1.29M
20.6K $1.14M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
30.4K
New
$36.95 - $39.5 $1.12M - $1.2M
30.4K $1.12M
IEMG
Ishares Inc

ETFs
20.9K
+ 19.03%
N/A
131K $7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
33.5K
+ 223.52%
$34.13 - $37.35 $1.14M - $1.25M
48.4K $1.65M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
27.6K
+ 134.55%
$38.17 - $42.95 $1.06M - $1.19M
48.2K $1.88M
XLB
Select Sector Spdr Fd Material

ETFs
12.8K
New
$83.8 - $97.58 $1.07M - $1.24M
12.8K $1.07M
FTQI
First Trust ETF Vi First Trust

ETFs
48.1K
+ 57.16%
$20.23 - $21.46 $974K - $1.03M
132K $2.76M
AZN
Astrazeneca PLC

Healthcare
15.7K
New
$63.2 - $79.58 $990K - $1.25M
15.7K $1.03M
ICSH
Blackrock Ultra Short Term Bon

ETFs
20.4K
+ 24.78%
$50.35 - $50.69 $1.03M - $1.03M
103K $5.18M
SQ
Block, Inc.

Technology
11.8K
New
$65.06 - $98.92 $768K - $1.17M
11.8K $1M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
25.5K
New
$38.01 - $39.08 $970K - $997K
25.5K $997K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
41.8K
+ 29.86%
N/A
182K $4.32M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
39.1K
+ 28.78%
$25.0 - $25.11 $977K - $982K
175K $4.38M
LMNR
Limoneira CO

Consumer Defensive
39.2K
New
$23.92 - $28.91 $937K - $1.13M
39.2K $957K
SCHG
Schwab Strategic Tr Us Large C

ETFs
33.3K
New
$25.93 - $105.3 $863K - $3.5M
33.3K $927K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
40.6K
+ 34.76%
$23.88 - $24.32 $969K - $987K
157K $3.77M
SBLK
Star Bulk Carriers Corp.

Industrials
60.4K
New
$14.7 - $23.59 $889K - $1.43M
60.4K $903K
TMUS
T Mobile Us, Inc.

Communication Services
3.09K
+ 23.1%
$206.1 - $246.94 $637K - $763K
16.5K $3.63M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
14.6K
+ 47.84%
$53.94 - $58.15 $787K - $849K
45.1K $2.54M
OMFL
Invesco Exchange Traded Self I

ETFs
16K
New
$52.49 - $56.58 $840K - $905K
16K $867K
FTLS
First Tr Long/Short Equity ETF

ETFs
11.2K
+ 21.04%
$63.1 - $67.29 $710K - $757K
64.7K $4.26M
BAX
Baxter International Inc

Healthcare
26.6K
New
$28.63 - $37.84 $760K - $1M
26.6K $774K
VGIT
Vanguard Intermediate Term Tre

ETFs
13.3K
New
$57.78 - $60.4 $768K - $803K
13.3K $771K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.59K
+ 8.44%
$172.07 - $207.36 $274K - $330K
20.4K $4.04M
IYW
Ishares Dj Us Tech ETF

ETFs
3.74K
+ 19.83%
$148.14 - $166.23 $554K - $621K
22.6K $3.6M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
29K
New
$24.94 - $25.74 $724K - $748K
29K $741K
FLRN
Spdr Bloomberg Investment Grad

ETFs
24.4K
+ 26.14%
$30.67 - $30.84 $747K - $751K
118K $3.61M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
10.4K
New
$70.12 - $75.48 $728K - $783K
10.4K $732K
IVW
Ishares S&P 500 Growth ETF

ETFs
4.74K
+ 11.73%
$94.43 - $105.47 $447K - $500K
45.1K $4.58M
TSCO
Tractor Supply CO

Consumer Cyclical
13.4K
New
$52.59 - $303.74 $706K - $4.08M
13.4K $711K
SHOP
Shopify Inc.

Technology
622
+ 2.57%
$78.14 - $119.49 $48.6K - $74.3K
24.8K $2.64M
HPS
John Hancock Preferred Income Fund Iii

Financial Services
46.4K
New
$14.79 - $17.23 $687K - $800K
46.4K $697K
ISMD
Northern Lts Fd Tr Iv

ETFs
18.6K
New
$36.81 - $40.75 $684K - $758K
18.6K $697K
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.6K
New
$63.58 - $71.15 $675K - $756K
10.6K $691K
VGSH
Vanguard

ETFs
11.9K
+ 108.35%
$58.02 - $58.88 $688K - $698K
22.8K $1.33M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
40.8K
New
$15.9 - $17.05 $649K - $696K
40.8K $679K
O
Realty Income Corp

Real Estate
16.6K
+ 79.98%
$51.76 - $64.71 $857K - $1.07M
37.3K $1.99M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
12K
New
$55.45 - $61.08 $667K - $735K
12K $667K
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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