Sowell Financial Services LLC Reduced Holdings in Q4 2024

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-229K
- 91.9%
$280.04 - $302.45 $64.1M - $69.2M
20.2K $5.85M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-985K
- 86.03%
$33.92 - $36.6 $33.4M - $36M
160K $5.53M
GBIL
Goldman Sachs Access Treasury

ETFs
-141K
- 85.65%
$99.85 - $100.22 $14.1M - $14.1M
23.6K $2.36M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-181K
- 57.1%
$61.52 - $66.5 $11.1M - $12M
136K $8.68M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-135K
- 85.48%
$77.86 - $79.27 $10.5M - $10.7M
22.9K $1.78M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-79.5K
- 60.03%
$87.1 - $98.49 $6.92M - $7.83M
52.9K $4.62M
IVV
Ishares Core S&P 500 ETF

ETFs
-15.6K
- 16.53%
$570.51 - $610.59 $8.9M - $9.52M
78.8K $46.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-169K
- 85.87%
$45.07 - $47.1 $7.64M - $7.98M
27.9K $1.26M
DFAU
Dimensional ETF Tr

ETFs
-195K
- 58.74%
$39.27 - $42.38 $7.65M - $8.26M
137K $5.54M
PSX
Phillips 66

Energy
-51.8K
- 81.49%
$110.35 - $138.93 $5.72M - $7.2M
11.8K $1.34M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-61K
- 44.82%
$66.77 - $71.52 $4.07M - $4.36M
75K $5.17M
VNQ
Vanguard Specialized Funds Van

ETFs
-37.9K
- 78.33%
$87.85 - $98.6 $3.33M - $3.74M
10.5K $934K
BNDX
Vanguard Total International B

ETFs
-73.6K
- 65.76%
$48.91 - $50.61 $3.6M - $3.73M
38.3K $1.88M
QCOM
Qualcomm Inc

Technology
-15.5K
- 31.43%
$150.4 - $178.04 $2.34M - $2.77M
33.9K $5.21M
IHDG
Wisdomtree Tr

ETFs
-65.8K
- 85.23%
$43.38 - $46.0 $2.86M - $3.03M
11.4K $495K
SIVR
Abrdn Silver ETF Trust

ETFs
-87.2K
- 52.11%
$27.61 - $33.22 $2.41M - $2.9M
80.1K $2.21M
URA
Global X Uranium ETF

ETFs
-84.8K
- 87.97%
$26.78 - $33.46 $2.27M - $2.84M
11.6K $310K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-98.7K
- 34.35%
$22.39 - $23.45 $2.21M - $2.31M
189K $4.33M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-19.6K
- 25.37%
$113.92 - $127.38 $2.23M - $2.5M
57.6K $6.64M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-36.3K
- 25.91%
$57.53 - $60.83 $2.09M - $2.21M
104K $5.97M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-46.2K
- 73.94%
$49.03 - $53.35 $2.26M - $2.46M
16.3K $833K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-33.3K
- 34.42%
$61.68 - $67.87 $2.05M - $2.26M
63.4K $3.95M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-50.9K
- 64.6%
$39.4 - $40.57 $2.01M - $2.07M
27.9K $1.12M
VZ
Verizon Communications Inc

Communication Services
-30.2K
- 19.06%
$39.6 - $45.21 $1.2M - $1.37M
128K $5.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-15.2K
- 37.53%
$126.68 - $134.74 $1.92M - $2.05M
25.3K $3.23M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-66.8K
- 42.59%
$24.94 - $26.14 $1.67M - $1.75M
90.1K $2.25M
AGI
Alamos Gold Inc

Basic Materials
-85.6K
- 55.56%
$17.54 - $21.38 $1.5M - $1.83M
68.5K $1.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.61K
- 16.62%
$521.84 - $558.82 $1.88M - $2.02M
18.1K $9.75M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-12.8K
- 52.2%
$124.61 - $133.96 $1.59M - $1.71M
11.7K $1.51M
SPYG
Spdr Portfolio

ETFs
-19.2K
- 64.89%
$81.74 - $91.38 $1.57M - $1.76M
10.4K $913K
MRK
Merck & Co., Inc.

Healthcare
-5.42K
- 7.76%
$96.31 - $114.76 $522K - $622K
64.4K $6.41M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-83.7K
- 44.87%
$17.93 - $18.8 $1.5M - $1.57M
103K $1.87M
META
Meta Platforms, Inc.

Communication Services
-3.26K
- 13.01%
$554.08 - $632.68 $1.81M - $2.07M
21.8K $12.9M
AMD
Advanced Micro Devices Inc

Technology
-2.7K
- 10.95%
$118.88 - $172.8 $321K - $466K
21.9K $2.65M
TECL
Direxion Daily Technology Bull

ETFs
-15.6K
- 50.5%
$81.25 - $102.52 $1.26M - $1.6M
15.3K $1.38M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-9.12K
- 23.31%
$115.08 - $119.55 $1.05M - $1.09M
30K $3.47M
NVO
Novo Nordisk A S

Healthcare
-4.01K
- 15.83%
$85.0 - $120.04 $341K - $481K
21.3K $1.83M
HD
Home Depot, Inc.

Consumer Cyclical
-2.3K
- 14.55%
$385.02 - $431.37 $886K - $993K
13.5K $5.26M
JNJ
Johnson & Johnson

Healthcare
-644
- 1.1%
$143.34 - $165.86 $92.3K - $107K
58.1K $8.4M
GLD
Spdr Gold Trust

ETFs
-4.49K
- 14.45%
$236.59 - $257.5 $1.06M - $1.16M
26.6K $6.44M
GOOGL
Alphabet Inc.

Communication Services
-19K
- 17.63%
$161.86 - $196.66 $3.08M - $3.74M
88.9K $16.8M
IEF
Ishares Barclays

ETFs
-9.92K
- 36.85%
$92.08 - $98.18 $913K - $974K
17K $1.57M
AMGN
Amgen Inc

Healthcare
-1.04K
- 8.28%
$258.78 - $328.31 $268K - $340K
11.5K $2.99M
SGOL
Abrdn Gold ETF Trust

ETFs
-39K
- 35.41%
$24.46 - $26.62 $954K - $1.04M
71.1K $1.78M
VUG
Vanguard Growth ETF

ETFs
-5.07K
- 12.22%
$378.79 - $428.11 $1.92M - $2.17M
36.4K $15M
XLU
Utilities Sector Spdr

ETFs
-11.1K
- 48.11%
$74.89 - $82.93 $835K - $924K
12K $909K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-31.4K
- 54.84%
$29.73 - $30.81 $933K - $967K
25.9K $787K
INTC
Intel Corp

Technology
-31.1K
- 38.38%
$19.07 - $26.23 $593K - $816K
49.9K $1M
IHF
Ishares Tr

ETFs
-10.5K
- 34.5%
$47.41 - $56.83 $500K - $599K
20K $960K
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
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email