Sowell Financial Services LLC Incresed Positions 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
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
COST
Costco Wholesale Corp

Consumer Defensive
3.45K
+ 19.46%
$873.59 - $994.69 $3.01M - $3.43M
21.2K $19.4M
PLTR
Palantir Technologies Inc.

Technology
32.8K
+ 142.25%
$36.46 - $82.38 $1.2M - $2.7M
55.9K $4.23M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
157K
+ 26.4%
$19.65 - $20.27 $3.08M - $3.18M
750K $14.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.02K
+ 4.51%
$567.81 - $607.81 $1.71M - $1.83M
69.9K $41M
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
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
VONG
Vanguard Russell 1000 Growth E

ETFs
18.2K
+ 164.01%
$95.27 - $107.82 $1.73M - $1.96M
29.2K $3.02M
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
FBND
Fidelity Merrimack Str Tr Tota

ETFs
38.3K
+ 53.83%
$44.87 - $46.86 $1.72M - $1.8M
110K $4.91M
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
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
IWD
Ishares Russell 1000 Val ETF

ETFs
7.46K
+ 23.76%
$183.23 - $199.79 $1.37M - $1.49M
38.8K $7.19M
NKE
Nike, Inc.

Consumer Cyclical
18.3K
+ 106.94%
$73.36 - $89.13 $1.34M - $1.63M
35.3K $2.67M
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
FTQI
First Trust ETF Vi First Trust

ETFs
48.1K
+ 57.16%
$20.23 - $21.46 $974K - $1.03M
132K $2.76M
ICSH
Blackrock Ultra Short Term Bon

ETFs
20.4K
+ 24.78%
$50.35 - $50.69 $1.03M - $1.03M
103K $5.18M
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
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
40.6K
+ 34.76%
$23.88 - $24.32 $969K - $987K
157K $3.77M
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
FTLS
First Tr Long/Short Equity ETF

ETFs
11.2K
+ 21.04%
$63.1 - $67.29 $710K - $757K
64.7K $4.26M
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
FLRN
Spdr Bloomberg Investment Grad

ETFs
24.4K
+ 26.14%
$30.67 - $30.84 $747K - $751K
118K $3.61M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.74K
+ 11.73%
$94.43 - $105.47 $447K - $500K
45.1K $4.58M
SHOP
Shopify Inc.

Technology
622
+ 2.57%
$78.14 - $119.49 $48.6K - $74.3K
24.8K $2.64M
VGSH
Vanguard

ETFs
11.9K
+ 108.35%
$58.02 - $58.88 $688K - $698K
22.8K $1.33M
O
Realty Income Corp

Real Estate
16.6K
+ 79.98%
$51.76 - $64.71 $857K - $1.07M
37.3K $1.99M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13K
+ 15.12%
$71.75 - $75.11 $934K - $978K
99.1K $7.13M
DAL
Delta Air Lines, Inc.

Industrials
4.77K
+ 13.22%
$47.46 - $65.77 $227K - $314K
40.9K $2.47M
IJS
Ishares S&P Smallcap 600 Value

ETFs
5.48K
+ 12.42%
$104.59 - $118.05 $573K - $647K
49.6K $5.39M
ABNB
Airbnb, Inc.

Consumer Cyclical
4.37K
+ 37.52%
$125.36 - $147.37 $548K - $644K
16K $2.1M
ABT
Abbott Laboratories

Healthcare
5.58K
+ 21.04%
$111.93 - $119.39 $624K - $666K
32.1K $3.63M
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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