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
SBSW
Sibanye Stillwater LTD

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

Consumer Defensive
2.63K
+ 8.95%
$151.29 - $176.1 $398K - $463K
32K $4.87M
SCHP
Schwab Strategic Us Tips ETF

ETFs
10.7K
+ 72.59%
$25.74 - $53.78 $275K - $575K
25.4K $656K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
971
+ 1.1%
$26.16 - $28.82 $25.4K - $28K
89.1K $2.33M
MCD
Mcdonalds Corp

Consumer Cyclical
652
+ 2.81%
$288.47 - $316.54 $188K - $206K
23.9K $6.92M
EMN
Eastman Chemical CO

Basic Materials
902
+ 7.74%
$90.03 - $110.64 $81.2K - $99.8K
12.6K $1.15M
ACGL
Arch Capital Group Ltd.

Financial Services
907
+ 7.21%
$88.71 - $114.86 $80.5K - $104K
13.5K $1.25M
CVX
Chevron Corp

Energy
202
+ 0.25%
$141.15 - $162.53 $28.5K - $32.8K
80.4K $11.7M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
32.1K
+ 5.11%
$10.39 - $11.25 $334K - $361K
660K $6.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
736
+ 0.96%
$80.13 - $83.77 $59K - $61.7K
77.4K $6.21M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
208
+ 0.17%
$41.17 - $43.34 $8.56K - $9.01K
123K $5.1M
RIO
Rio Tinto PLC

Basic Materials
247
+ 1.26%
$58.59 - $71.15 $14.5K - $17.6K
19.8K $1.17M
XLV
Select Sector Spdr Fund Health

ETFs
2.03K
+ 6.17%
$136.28 - $154.74 $276K - $314K
34.9K $4.8M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.89K
+ 1.37%
$25.61 - $28.0 $48.5K - $53K
140K $3.62M
PFE
Pfizer Inc

Healthcare
4.58K
+ 2.61%
$24.8 - $30.19 $114K - $138K
180K $4.78M
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
71.4K
+ 10.29%
$29.36 - $35.45 $2.1M - $2.53M
766K $22.7M
CVS
Cvs Health Corp

Healthcare
5.69K
+ 17.41%
$43.78 - $67.46 $249K - $384K
38.4K $1.72M
UPS
United Parcel Service Inc

Industrials
216
+ 0.33%
$122.65 - $138.35 $26.5K - $29.9K
66.6K $8.4M
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.05%
$485.52 - $625.25 $2.43K - $3.13K
11K $5.58M
ABBV
Abb Vie Inc.

Healthcare
746
+ 1.29%
$164.99 - $203.87 $123K - $152K
58.6K $10.4M
XOM
Exxon Mobil Corp

Energy
1.11K
+ 0.9%
$105.51 - $125.37 $117K - $139K
124K $13.4M
KO
Coca Cola CO

Consumer Defensive
2.74K
+ 1.96%
$61.74 - $71.71 $169K - $197K
143K $8.89M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13K
+ 18.02%
$26.93 - $84.95 $351K - $1.11M
85.3K $2.33M
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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