Sowell Financial Services LLC Purchases in Q4 2024

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
13K
+ 15.12%
$71.75 - $75.11 $934K - $978K
99.1K $7.13M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
14K
New
$44.2 - $49.46 $621K - $695K
14K $642K
DAL
Delta Air Lines, Inc.

Industrials
4.77K
+ 13.22%
$47.46 - $65.77 $227K - $314K
40.9K $2.47M
IJS
Ishares S&P Smallcap 600 Value

ETFs
5.48K
+ 12.42%
$104.59 - $118.05 $573K - $647K
49.6K $5.39M
ABNB
Airbnb, Inc.

Consumer Cyclical
4.37K
+ 37.52%
$125.36 - $147.37 $548K - $644K
16K $2.1M
HAL
Halliburton CO

Energy
22.8K
New
$25.77 - $31.99 $587K - $729K
22.8K $619K
ABT
Abbott Laboratories

Healthcare
5.58K
+ 21.04%
$111.93 - $119.39 $624K - $666K
32.1K $3.63M
BJUL
Innovator U.S. Equity Buffer E

ETFs
13.4K
New
$43.33 - $45.42 $580K - $608K
13.4K $596K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
16.7K
+ 30.25%
$37.25 - $39.23 $622K - $655K
71.9K $2.68M
CCL
Carnival Corp

Consumer Cyclical
22.1K
New
$17.34 - $26.8 $384K - $593K
22.1K $551K
KMI
Kinder Morgan, Inc.

Energy
4.93K
+ 6.61%
$22.59 - $28.54 $111K - $141K
79.4K $2.18M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
12.7K
New
$40.18 - $41.59 $511K - $529K
12.7K $525K
ENB
Enbridge Inc

Energy
12.1K
New
$40.4 - $43.92 $488K - $531K
12.1K $512K
SLV
I Shares Silver Trust

ETFs
25.1K
+ 34.6%
$26.33 - $31.74 $661K - $797K
97.7K $2.57M
TPR
Tapestry, Inc.

Consumer Cyclical
2.1K
+ 10.35%
$43.54 - $66.18 $91.4K - $139K
22.4K $1.46M
IWV
Ishares Russell 3000 ETF

ETFs
1.24K
+ 10.21%
$323.08 - $349.08 $400K - $432K
13.4K $4.46M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
21.5K
New
$22.01 - $66.82 $474K - $1.44M
21.5K $488K
LNG
Cheniere Energy, Inc.

Energy
268
+ 2.23%
$181.07 - $225.92 $48.5K - $60.5K
12.3K $2.64M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
10.3K
New
$45.35 - $47.21 $466K - $485K
10.3K $478K
XLF
Financial Sector Spdr

ETFs
2.78K
+ 2.48%
$44.89 - $51.34 $125K - $143K
115K $5.56M
PM
Philip Morris International Inc.

Consumer Defensive
4.28K
+ 10.36%
$118.38 - $133.06 $507K - $569K
45.6K $5.49M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
10.9K
New
$41.96 - $43.69 $457K - $476K
10.9K $471K
EPD
Enterprise Products Partners L.P.

Energy
10.1K
+ 15.41%
$28.66 - $34.43 $288K - $347K
75.4K $2.36M
XLE
Energy Sector Spdr

ETFs
7.81K
+ 7.85%
$83.32 - $97.27 $651K - $760K
107K $9.19M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
40.1K
New
$11.1 - $12.03 $445K - $482K
40.1K $452K
SONY
Sony Group Corp

Technology
21.4K
New
$17.53 - $96.8 $375K - $2.07M
21.4K $452K
T
At&T Inc.

Communication Services
11.5K
+ 4.69%
$21.22 - $23.88 $244K - $274K
257K $5.84M
ENVX
Enovix Corp

Industrials
41.4K
New
$8.03 - $12.81 $333K - $531K
41.4K $450K
NECB
North East Community Bancorp, Inc.

Financial Services
18.1K
New
$24.13 - $31.11 $437K - $563K
18.1K $442K
FNDA
Schwab Fundamental U S Small C

ETFs
64.8K
+ 130.3%
$29.26 - $59.11 $1.9M - $3.83M
115K $3.4M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
10.1K
New
$42.25 - $43.54 $425K - $438K
10.1K $431K
CRSP
Crispr Therapeutics Ag

Healthcare
10.7K
New
$38.65 - $55.15 $412K - $588K
10.7K $419K
KHC
Kraft Heinz CO

Consumer Defensive
30.2K
+ 25.93%
$30.1 - $36.02 $910K - $1.09M
147K $4.51M
VEA
Vanguard Ftse Developed Market

ETFs
12.8K
+ 32.08%
$47.57 - $52.44 $607K - $669K
52.5K $2.51M
ENFR
Alerian Energy Infrastructure

ETFs
12.7K
New
$28.52 - $33.11 $362K - $420K
12.7K $395K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
15.6K
+ 26.61%
$25.34 - $25.59 $394K - $398K
74K $1.88M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.73K
+ 20.26%
$50.73 - $51.08 $392K - $395K
45.9K $2.34M
APH
Amphenol Corp

Technology
2.77K
+ 6.31%
$62.07 - $75.35 $172K - $209K
46.7K $3.24M
UNM
Unum Group

Financial Services
689
+ 2.84%
$58.88 - $77.07 $40.6K - $53.1K
24.9K $1.82M
CLF
Cleveland Cliffs Inc.

Basic Materials
39.7K
New
$9.24 - $13.94 $367K - $553K
39.7K $372K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
9.29K
+ 23.05%
$16.43 - $22.77 $153K - $212K
49.6K $1.09M
QTJL
Innovator Etfs Tr Growth Accel
11.2K
New
$30.57 - $33.17 $344K - $373K
11.2K $365K
SJNK
Spdr Bloomberg Short Term High

ETFs
15.5K
+ 27.02%
$25.09 - $25.69 $388K - $397K
72.7K $1.84M
FDIG
Fidelity Covington Tr Crypto I

ETFs
11K
New
$25.8 - $42.94 $283K - $470K
11K $355K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
21.4K
+ 97.14%
$17.21 - $18.41 $369K - $394K
43.5K $749K
XLP
Consumer Staples Sector Spdr

ETFs
4.55K
+ 23.36%
N/A
24K $1.83M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7.66K
+ 42.06%
$50.14 - $52.56 $384K - $402K
25.9K $1.3M
EAD
Allspring Income Opportunities Fund

Financial Services
50K
+ 131.58%
$6.76 - $7.2 $338K - $360K
88K $606K
XLC
Select Sector Spdr Tr Communic

ETFs
2.45K
+ 16.65%
$89.66 - $102.16 $219K - $250K
17.1K $1.66M
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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