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
KO
Coca Cola CO

Consumer Defensive
22
+ 0.02%
$62.69 - $73.01 $1.38K - $1.61K
140K $10.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
22.3K
New
$50.52 - $50.95 $1.13M - $1.14M
22.3K $1.14M
PAVE
Global X Fds Us Infrastructure

ETFs
27K
New
$36.39 - $41.16 $982K - $1.11M
27K $1.11M
IBHE
Ishares Ibonds 2025 Term High

ETFs
47.5K
New
$23.03 - $23.3 $1.09M - $1.11M
47.5K $1.11M
OKE
Oneok Inc

Energy
2.94K
+ 3.53%
$78.62 - $95.27 $231K - $280K
86.2K $7.86M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.31K
+ 3.18%
$83.76 - $91.82 $277K - $304K
107K $9.79M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
44.6K
+ 46.76%
$23.75 - $23.75 $1.06M - $1.06M
140K $3.33M
HD
Home Depot, Inc.

Consumer Cyclical
213
+ 1.36%
$333.64 - $405.2 $71.1K - $86.3K
15.8K $6.41M
IEFA
Ishares Tr

ETFs
745
+ 0.41%
$70.09 - $78.74 $52.2K - $58.7K
181K $14.2M
URA
Global X Uranium ETF

ETFs
36.9K
+ 62.03%
$23.18 - $31.26 $855K - $1.15M
96.4K $2.76M
VONE
Vanguard Russell 1000 ETF

ETFs
2.67K
+ 12.38%
$234.0 - $260.07 $624K - $693K
24.2K $6.29M
WPC
W. P. Carey Inc.

Real Estate
11.8K
+ 33.0%
$54.63 - $63.96 $644K - $754K
47.5K $2.96M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
18.2K
New
$49.82 - $52.8 $907K - $961K
18.2K $957K
XLU
Utilities Sector Spdr

ETFs
9.27K
+ 66.67%
$67.67 - $80.78 $627K - $749K
23.2K $1.87M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
139K
New
$6.3 - $6.99 $874K - $970K
139K $918K
COST
Costco Wholesale Corp

Consumer Defensive
291
+ 1.67%
$801.83 - $917.05 $233K - $267K
17.7K $15.7M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
11.5K
New
$69.31 - $77.34 $800K - $893K
11.5K $885K
DVA
Davita Inc.

Healthcare
3.4K
+ 26.52%
$133.98 - $165.19 $456K - $562K
16.2K $2.66M
IEF
Ishares Barclays

ETFs
8.04K
+ 42.61%
$92.67 - $99.14 $745K - $797K
26.9K $2.64M
XLI
Industrial Sector Spdr

ETFs
4.04K
+ 17.07%
$120.56 - $135.44 $486K - $547K
27.7K $3.75M
VNQ
Vanguard Specialized Funds Van

ETFs
2.04K
+ 4.4%
$82.97 - $98.97 $169K - $202K
48.4K $4.72M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
44.2K
New
$16.15 - $18.66 $714K - $825K
44.2K $825K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
11.5K
New
$63.74 - $73.47 $730K - $842K
11.5K $820K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
15.3K
+ 54.93%
$47.95 - $49.61 $736K - $761K
43.3K $2.14M
SIVR
Abrdn Silver ETF Trust

ETFs
16.7K
+ 11.12%
$25.48 - $30.77 $426K - $515K
167K $4.98M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
37.4K
New
$19.77 - $20.99 $739K - $784K
37.4K $777K
DUHP
Dimensional ETF Tr Dimensional

ETFs
22.5K
New
$30.74 - $34.07 $692K - $767K
22.5K $767K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
14.1K
New
$48.89 - $54.14 $687K - $761K
14.1K $749K
IWV
Ishares Russell 3000 ETF

ETFs
1.72K
+ 16.48%
$294.75 - $326.73 $505K - $560K
12.1K $3.96M
XLF
Financial Sector Spdr

ETFs
6.62K
+ 6.26%
$40.84 - $45.74 $270K - $303K
112K $5.09M
DFIC
Dimensional ETF Tr Dimensional

ETFs
16.9K
+ 13.96%
$25.36 - $28.37 $429K - $479K
138K $3.88M
TMUS
T Mobile Us, Inc.

Communication Services
1.64K
+ 13.94%
$175.14 - $206.36 $287K - $338K
13.4K $2.76M
XYLG
Global X Fds S&P 500 Covered C

ETFs
21.3K
New
$29.18 - $32.09 $621K - $683K
21.3K $682K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
27.4K
+ 183.89%
$23.04 - $24.06 $631K - $659K
42.3K $1.02M
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
27.8K
+ 27.2%
$17.9 - $19.03 $498K - $529K
130K $2.46M
BNDX
Vanguard Total International B

ETFs
9.26K
+ 9.02%
$48.42 - $50.35 $448K - $466K
112K $5.63M
WPM
Wheaton Precious Metals Corp.

Basic Materials
10.1K
New
$52.04 - $64.22 $525K - $648K
10.1K $616K
SGOL
Abrdn Gold ETF Trust

ETFs
13K
+ 13.44%
$22.26 - $25.51 $290K - $333K
110K $2.77M
RSP
Invesco S&P 500 Equal Weight E

ETFs
975
+ 3.35%
$162.83 - $179.16 $159K - $175K
30.1K $5.39M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
10.7K
New
$51.29 - $56.57 $549K - $606K
10.7K $605K
SHOP
Shopify Inc.

Technology
3.96K
+ 19.57%
$52.26 - $80.75 $207K - $320K
24.2K $1.94M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
11.8K
+ 27.34%
$37.98 - $41.19 $449K - $486K
55K $2.27M
BKR
Baker Hughes CO

Energy
15.2K
New
$32.92 - $38.72 $500K - $588K
15.2K $549K
NFLX
Netflix Inc

Communication Services
232
+ 2.13%
$598.55 - $722.26 $139K - $168K
11.1K $7.88M
IJS
Ishares S&P Smallcap 600 Value

ETFs
688
+ 1.58%
$95.81 - $109.03 $65.9K - $75K
44.1K $4.75M
TECK
Teck Resources LTD

Basic Materials
10K
New
$43.48 - $53.4 $437K - $536K
10K $524K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
10.3K
+ 69.42%
$49.83 - $62.75 $515K - $649K
25.2K $1.45M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
20.2K
New
$24.34 - $25.83 $491K - $521K
20.2K $518K
CGGR
Capital Group Growth ETF Shs C

ETFs
14.8K
New
$30.71 - $34.79 $454K - $515K
14.8K $514K
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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