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
Columbia ETF Tr I
28.3K
+ 23.5%
N/A
149K $0
Fidelity Wise Origin Bitcoin
14.6K
+ 25.16%
N/A
72.8K $0
Amplify ETF Tr
20.5K
New
N/A
20.5K $0
Dimensional ETF Trust
7.02K
+ 41.01%
N/A
24.1K $0
Kenvue Inc
10.9K
New
N/A
10.9K $0
CGMS
Capital Grp Core Plus Income E
19.5K
+ 69.52%
N/A
47.5K $0
IPX
Iperion X Limited

Basic Materials
46.4K
New
N/A
46.4K $0
Annaly Capital Management In
3.83K
+ 13.31%
N/A
32.6K $0
Franklin Templeton ETF Tr
117K
+ 48.62%
N/A
359K $0
CRH.L
Crh PLC

Basic Materials
10K
New
N/A
10K $0
CLMB
Climb Global Solutions Inc Com
11.7K
New
N/A
11.7K $0
Dimensional ETF Trust
4.45K
+ 21.92%
N/A
24.8K $0
Gsk PLC
1.03K
+ 10.16%
N/A
11.2K $0
First Tr Exchng Traded Fd Vi
8.25K
+ 5.6%
N/A
156K $0
Jasper Therapeutics Inc
28K
New
N/A
28K $0
Lam Research Corp
19.1K
New
N/A
19.1K $0
ALCC
Alt C Acquisition Corp.

Financial Services
14.5K
New
N/A
14.5K $0
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
1.19K
+ 4.9%
$9.57 - $10.31 $11.4K - $12.3K
25.5K $244K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
275
+ 2.23%
$25.3 - $26.31 $6.96K - $7.24K
12.6K $322K
MMT
Mfs Multimarket Income Trust

Financial Services
523
+ 1.07%
$4.57 - $4.88 $2.39K - $2.55K
49.4K $231K
PDT
John Hancock Premium Dividend Fund

Financial Services
270
+ 1.39%
$12.01 - $13.54 $3.24K - $3.66K
19.7K $250K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
719
+ 5.69%
$46.46 - $51.66 $33.4K - $37.1K
13.3K $642K
PEY
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.14%
$21.1 - $23.08 $380 - $415
13K $276K
RFG
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.03%
$47.9 - $53.39 $192 - $214
15.4K $746K
XT
Ishares Tr Exponential Technol

ETFs
1
+ 0.01%
$58.7 - $62.72 $58.7 - $62.7
15.4K $917K
MOS
Mosaic CO

Basic Materials
302
+ 2.01%
$23.87 - $28.34 $7.21K - $8.56K
15.3K $376K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
5.21K
+ 4.25%
$15.43 - $16.42 $80.4K - $85.6K
128K $1.99M
RC
Ready Capital Corp

Real Estate
1.03K
+ 2.27%
$6.71 - $7.57 $6.88K - $7.76K
46.2K $314K
DOW
Dow Inc.

Basic Materials
26.4K
+ 35.1%
$39.1 - $55.34 $1.03M - $1.46M
102K $4.08M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
3.53K
+ 1.14%
$7.83 - $8.16 $27.7K - $28.8K
314K $2.47M
CMCSA
Comcast Corp

Communication Services
506
+ 2.95%
$37.39 - $45.14 $18.9K - $22.8K
17.7K $663K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.35K
+ 10.16%
$49.38 - $59.52 $66.7K - $80.4K
14.6K $739K
ORCL
Oracle Corp

Technology
224
+ 0.88%
$165.41 - $192.43 $37.1K - $43.1K
25.8K $4.3M
WWD
Woodward, Inc.

Industrials
5
+ 0.04%
$159.67 - $187.29 $798 - $936
11.6K $1.94M
EMB
Ishares Tr

ETFs
41
+ 0.3%
$88.94 - $93.46 $3.65K - $3.83K
13.7K $1.22M
OGS
One Gas, Inc.

Utilities
12
+ 0.1%
$66.96 - $78.69 $804 - $944
11.6K $804K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
16.3K
+ 92.9%
$22.63 - $47.53 $368K - $774K
33.8K $767K
DFAR
Dimensional ETF Tr Dimensional

ETFs
610
+ 1.68%
$22.72 - $25.76 $13.9K - $15.7K
36.9K $858K
F
Ford Motor CO

Consumer Cyclical
11.4K
+ 3.98%
$9.69 - $11.4 $110K - $129K
296K $2.93M
FE
Firstenergy Corp

Utilities
4.17K
+ 7.85%
$39.14 - $44.52 $163K - $185K
57.3K $2.28M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.34K
+ 1.66%
$69.58 - $74.87 $163K - $175K
143K $10M
GEL
Genesis Energy LP

Energy
16.5K
+ 21.78%
$9.92 - $13.67 $164K - $226K
92.4K $934K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
414
+ 0.3%
$5.83 - $6.64 $2.41K - $2.75K
139K $830K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
2.55K
+ 4.01%
$11.91 - $14.14 $30.4K - $36K
66.1K $809K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
7.58K
+ 3.38%
$11.42 - $12.5 $86.5K - $94.7K
231K $2.67M
BHK
Blackrock Core Bond Trust

Financial Services
49
+ 0.08%
$10.39 - $12.03 $509 - $589
63.1K $660K
TECK
Teck Resources LTD

Basic Materials
427
+ 4.25%
$39.99 - $52.38 $17.1K - $22.4K
10.5K $424K
TGT
Target Corp

Consumer Defensive
950
+ 7.98%
$121.59 - $160.69 $116K - $153K
12.9K $1.74M
SBSW
Sibanye Stillwater LTD

Basic Materials
4.55K
+ 2.61%
$3.24 - $5.22 $14.7K - $23.8K
179K $591K
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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