Sowell Financial Services LLC Purchases in Q3 2024

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
86.2K
New
$136.27 - $1745.86 $11.7M - $150M
86.2K $14.9M
PSX
Phillips 66

Energy
47.9K
+ 304.9%
$125.0 - $147.17 $5.99M - $7.05M
63.6K $8.36M
IWS
Ishares Russell Midcap Value E

ETFs
44.8K
New
$119.52 - $132.25 $5.35M - $5.92M
44.8K $5.92M
VCIT
Vanguard Intermediate Term Cor

ETFs
59K
+ 333.05%
$79.29 - $84.02 $4.67M - $4.95M
76.7K $6.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.16K
+ 4.88%
$405.19 - $478.57 $1.28M - $1.51M
68K $31.3M
DMAR
First Tr Ex Tr Viii Cboe Vest
110K
New
$35.04 - $37.34 $3.84M - $4.09M
110K $4.09M
VTI
Vanguard Total Stock Market Et

ETFs
16
+ 0.01%
$255.18 - $283.2 $4.08K - $4.53K
249K $70.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.05K
+ 4.78%
$517.38 - $573.86 $1.58M - $1.75M
66.9K $38.4M
IWN
Ishares Russell2000 Val ETF

ETFs
18.9K
New
$150.05 - $171.34 $2.84M - $3.25M
18.9K $3.16M
VB
Vanguard Small Cap ETF

ETFs
12.2K
+ 103.52%
$214.77 - $237.72 $2.61M - $2.89M
23.9K $5.67M
TRGP
Targa Resources Corp.

Energy
18.9K
New
$127.86 - $156.46 $2.41M - $2.95M
18.9K $2.79M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
29.7K
+ 154.52%
$91.42 - $91.82 $2.71M - $2.72M
48.9K $4.49M
HWKN
Hawkins Inc

Basic Materials
20.9K
New
$87.69 - $127.47 $1.83M - $2.67M
20.9K $2.67M
AGI
Alamos Gold Inc

Basic Materials
120K
+ 358.09%
$15.54 - $21.04 $1.87M - $2.53M
154K $3.07M
RDNT
Rad Net, Inc.

Healthcare
36.1K
New
$55.28 - $71.1 $2M - $2.57M
36.1K $2.51M
NDAQ
Nasdaq, Inc.

Financial Services
33.4K
New
$59.48 - $74.31 $1.99M - $2.49M
33.4K $2.44M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
87.3K
+ 43.63%
$22.38 - $23.66 $1.95M - $2.06M
287K $6.74M
DFSD
Dimensional ETF Tr Short Durat

ETFs
46.3K
New
$47.0 - $47.84 $2.18M - $2.22M
46.3K $2.21M
AMAT
Applied Materials Inc

Technology
10.7K
New
$174.88 - $254.97 $1.86M - $2.72M
10.7K $2.15M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24.5K
+ 21.92%
$60.84 - $67.51 $1.49M - $1.65M
136K $9.18M
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
41.5K
New
$36.34 - $46.12 $1.51M - $1.91M
41.5K $1.91M
ITA
Ishares Tr

ETFs
11.9K
New
$131.58 - $149.64 $1.56M - $1.78M
11.9K $1.78M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
57.3K
New
$28.1 - $29.89 $1.61M - $1.71M
57.3K $1.71M
ORCL
Oracle Corp

Technology
6.32K
+ 32.88%
$125.9 - $170.35 $796K - $1.08M
25.6K $4.35M
MCHI
Ishares Msci China ETF

ETFs
32.1K
New
$40.43 - $50.98 $1.3M - $1.64M
32.1K $1.64M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.95K
+ 4.64%
$113.41 - $125.62 $675K - $748K
134K $16.9M
BXSL
Blackstone Secured Lending Fund

Financial Services
56.8K
+ 113.64%
$28.75 - $31.59 $1.63M - $1.8M
107K $3.13M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
11.3K
New
$127.29 - $141.5 $1.44M - $1.61M
11.3K $1.58M
IWM
Ishares Russell 2000 ETF

ETFs
4.28K
+ 12.38%
$200.87 - $224.6 $859K - $960K
38.8K $8.57M
GLD
Spdr Gold Trust

ETFs
3.17K
+ 11.34%
$215.56 - $246.98 $682K - $782K
31.1K $7.55M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
61.1K
+ 81.68%
$24.78 - $25.11 $1.51M - $1.53M
136K $3.41M
IYR
Ishares Tr

ETFs
14.8K
New
$86.93 - $103.61 $1.28M - $1.53M
14.8K $1.5M
DFAX
Dimensional ETF Tr
13.9K
+ 2.01%
$24.29 - $27.25 $336K - $377K
702K $19M
IDU
Ishares Tr U S Utils ETF

ETFs
14.4K
New
$87.2 - $102.21 $1.25M - $1.47M
14.4K $1.46M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
56.9K
+ 94.99%
$23.63 - $24.42 $1.34M - $1.39M
117K $2.85M
TJX
Tjx Companies Inc

Consumer Cyclical
11.3K
New
$107.93 - $120.23 $1.22M - $1.35M
11.3K $1.32M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
10.9K
New
$110.22 - $120.89 $1.2M - $1.32M
10.9K $1.31M
UPS
United Parcel Service Inc

Industrials
9.82K
+ 17.35%
$123.32 - $147.38 $1.21M - $1.45M
66.4K $9.05M
JNJ
Johnson & Johnson

Healthcare
2.53K
+ 4.51%
$145.48 - $167.38 $369K - $424K
58.7K $9.51M
KRE
Spdr S&P Regional Banking ETF

ETFs
18.5K
+ 57.02%
$47.94 - $59.23 $888K - $1.1M
51K $2.89M
TECL
Direxion Daily Technology Bull

ETFs
16.3K
+ 112.46%
$61.27 - $112.11 $999K - $1.83M
30.8K $2.7M
IAU
Ishares Gold Trust

ETFs
3.73K
+ 1.98%
$44.06 - $50.5 $164K - $188K
192K $9.53M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
24.7K
+ 182.85%
$50.63 - $51.11 $1.25M - $1.26M
38.2K $1.95M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14.6K
New
$81.31 - $83.29 $1.18M - $1.21M
14.6K $1.21M
NVS
Novartis Ag

Healthcare
10.4K
New
$106.13 - $120.89 $1.1M - $1.26M
10.4K $1.19M
MCD
Mcdonalds Corp

Consumer Cyclical
158
+ 0.69%
$245.82 - $304.51 $38.8K - $48.1K
23.2K $7.07M
DFAU
Dimensional ETF Tr

ETFs
11.9K
+ 3.73%
$35.8 - $39.69 $427K - $473K
332K $13.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.77K
+ 0.56%
$56.04 - $62.2 $99.1K - $110K
317K $19.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.62K
+ 28.28%
$114.73 - $120.23 $989K - $1.04M
39.1K $4.68M
Activity Summary
Buys All Purchases 252 New Holdings 71 Increased Positions 181 Sells All Sells 256 Reductions 256 Sold out 0 Options Calls 0 Puts 0
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