Sowell Financial Services LLC Purchases in Q1 2025

Sowell Financial Services LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
943
+ 1.95%
$33.84 - $37.77 $31.9K - $35.6K
49.4K $1.81M
LBRT
Liberty Energy Inc.

Energy
10.2K
New
$14.13 - $23.12 $144K - $236K
10.2K $161K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.35K
+ 13.42%
$36.63 - $37.45 $159K - $163K
36.8K $1.35M
TSI
Tcw Strategic Income Fund Inc

Financial Services
33.2K
New
$4.76 - $4.93 $158K - $164K
33.2K $161K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
11K
New
$14.32 - $16.14 $158K - $178K
11K $160K
TAP
Molson Coors Beverage CO

Consumer Defensive
1.79K
+ 12.42%
$52.44 - $62.91 $93.7K - $112K
16.2K $983K
FTF
Franklin LTD Duration Income Trust

Financial Services
24.6K
New
$6.43 - $6.7 $158K - $165K
24.6K $158K
ASYS
Amtech Systems Inc

Technology
32.9K
New
$4.77 - $5.7 $157K - $187K
32.9K $158K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
63.1K
New
$2.48 - $3.03 $157K - $191K
63.1K $157K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
17.8K
New
$8.25 - $8.79 $147K - $156K
17.8K $156K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2.15K
+ 17.35%
$58.32 - $65.09 $125K - $140K
14.5K $874K
WY
Weyerhaeuser CO

Real Estate
2.35K
+ 3.2%
$27.29 - $31.39 $64K - $73.7K
75.6K $2.21M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.22K
+ 4.68%
$24.73 - $25.62 $104K - $108K
94.3K $2.4M
DVN
Devon Energy Corp

Energy
183
+ 0.59%
$33.15 - $38.55 $6.07K - $7.05K
31K $1.16M
IQI
Invesco Quality Municipal Income Trust

Financial Services
15.3K
New
$9.59 - $10.1 $147K - $155K
15.3K $148K
NG
Novagold Resources Inc

Basic Materials
50K
New
$2.92 - $3.57 $146K - $179K
50K $146K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
17.6K
New
$8.24 - $8.68 $145K - $153K
17.6K $145K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
10.5K
New
$13.33 - $14.08 $140K - $148K
10.5K $145K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
13.1K
New
$10.77 - $11.29 $141K - $148K
13.1K $143K
PFL
Pimco Income Strategy Fund

Financial Services
16.6K
New
$8.39 - $8.6 $140K - $143K
16.6K $143K
IGR
Cbre Global Real Estate Income Fund

Financial Services
26.7K
New
$4.79 - $5.34 $128K - $143K
26.7K $137K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.47K
+ 8.95%
$94.86 - $97.12 $140K - $143K
17.9K $1.71M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
10.2K
New
$13.05 - $13.97 $133K - $142K
10.2K $136K
VKQ
Invesco Municipal Trust

Financial Services
14K
New
$9.53 - $10.07 $133K - $141K
14K $135K
NPCT
Nuveen Core Plus Impact Fund
12.6K
New
$10.44 - $11.13 $132K - $140K
12.6K $134K
WBD
Warner Bros. Discovery, Inc.

Communication Services
12.4K
New
$9.47 - $11.46 $118K - $142K
12.4K $133K
GASS
Stealth Gas Inc.

Industrials
17.4K
New
N/A
17.4K $133K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.65K
+ 10.02%
$39.18 - $43.52 $104K - $115K
29.1K $1.2M
NU
Nu Holdings Ltd.

Financial Services
12.7K
New
$10.12 - $13.95 $128K - $177K
12.7K $129K
TGB
Taseko Mines LTD

Basic Materials
57.3K
New
$1.83 - $2.52 $105K - $144K
57.3K $128K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
20.5K
New
$6.12 - $6.74 $125K - $138K
20.5K $125K
LQD
Ishares Iboxx $ Investment Gra

ETFs
617
+ 1.81%
$105.1 - $109.61 $64.8K - $67.6K
34.7K $3.76M
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.32K
+ 9.55%
$25.54 - $27.64 $84.8K - $91.7K
38.1K $1.03M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
11.5K
New
$9.44 - $10.68 $109K - $123K
11.5K $118K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
13.6K
New
$8.29 - $8.97 $112K - $122K
13.6K $116K
OMFL
Invesco Exchange Traded Self I

ETFs
2.44K
+ 15.27%
$52.19 - $57.45 $128K - $140K
18.4K $983K
HON
Honeywell International Inc

Industrials
1.22K
+ 12.04%
$202.75 - $226.52 $247K - $276K
11.4K $2.4M
EC
Ecopetrol S.A.

Energy
11.1K
New
$8.22 - $10.94 $91.3K - $121K
11.1K $115K
WMB
Williams Companies, Inc.

Energy
510
+ 3.44%
$54.02 - $61.09 $27.6K - $31.2K
15.3K $916K
MDXG
Mimedx Group, Inc.

Healthcare
15.1K
New
$7.54 - $9.28 $114K - $140K
15.1K $114K
PZC
Pimco California Municipal Income Fund Iii

Financial Services
17.4K
New
$6.52 - $6.93 $113K - $120K
17.4K $113K
BBDC
Barings Bdc, Inc.

Financial Services
11.9K
New
$9.36 - $10.78 $111K - $128K
11.9K $113K
RIO
Rio Tinto PLC

Basic Materials
1.41K
+ 7.13%
$58.19 - $64.29 $82.3K - $90.9K
21.3K $1.28M
EAD
Allspring Income Opportunities Fund

Financial Services
15.5K
+ 17.61%
$6.8 - $7.06 $105K - $109K
104K $707K
KMI
Kinder Morgan, Inc.

Energy
400
+ 0.5%
$26.1 - $31.22 $10.4K - $12.5K
79.8K $2.28M
IDV
Ishares Tr

ETFs
74
+ 0.29%
$27.0 - $31.7 $2K - $2.35K
25.7K $800K
IHF
Ishares Tr

ETFs
3
+ 0.01%
$47.84 - $53.21 $144 - $160
20K $1.06M
PGF
Invesco Exchange Traded Fd Tr

ETFs
7.55K
+ 18.12%
$14.28 - $14.97 $108K - $113K
49.2K $702K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
2.11K
+ 2.85%
$25.39 - $26.03 $53.5K - $54.8K
76.1K $1.98M
Activity Summary
Buys All Purchases 823 New Holdings 536 Increased Positions 287 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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