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
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.74K
+ 14.16%
$44.33 - $49.55 $343K - $384K
62.4K $2.8M
KR
Kroger CO

Consumer Defensive
2.12K
+ 4.65%
$55.21 - $63.3 $117K - $134K
47.8K $2.93M
WMB
Williams Companies, Inc.

Energy
3.94K
+ 36.17%
$46.37 - $59.74 $183K - $235K
14.8K $802K
SFNC
Simmons First National Corp

Financial Services
13.7K
New
$21.01 - $25.53 $287K - $349K
13.7K $303K
LUV
Southwest Airlines CO

Industrials
7.64K
+ 70.28%
$28.99 - $34.84 $221K - $266K
18.5K $622K
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.56K
+ 22.3%
$75.1 - $82.99 $568K - $628K
41.5K $3.14M
IBHE
Ishares Ibonds 2025 Term High

ETFs
13K
+ 27.29%
$23.08 - $23.28 $299K - $302K
60.4K $1.4M
BKR
Baker Hughes CO

Energy
5.31K
+ 34.93%
$35.98 - $44.88 $191K - $238K
20.5K $840K
SRE
Sempra Energy

Utilities
2.46K
+ 14.47%
$80.81 - $94.77 $199K - $233K
19.5K $1.71M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.86K
+ 35.37%
$60.13 - $67.31 $412K - $462K
26.3K $1.59M
FTGC
First Trust Global Tactical CO

ETFs
11.5K
New
$23.23 - $24.25 $267K - $279K
11.5K $274K
CNP
Centerpoint Energy Inc

Utilities
6.98K
+ 37.09%
$28.58 - $32.66 $199K - $228K
25.8K $818K
IGV
Ishares Expanded Tech Software

ETFs
250
+ 1.12%
$87.5 - $110.17 $21.9K - $27.5K
22.6K $2.26M
GTES
Gates Industrial Corp PLC

Industrials
12.7K
New
$17.3 - $22.93 $220K - $291K
12.7K $261K
IWS
Ishares Russell Midcap Value E

ETFs
2.99K
+ 6.68%
$128.08 - $140.32 $383K - $420K
47.7K $6.18M
IMFL
Invesco Ex Tr Self Indx Fd Tr
10.8K
New
$23.48 - $25.49 $255K - $276K
10.8K $254K
BSX
Boston Scientific Corp

Healthcare
1.68K
+ 9.08%
$83.62 - $91.5 $140K - $153K
20.1K $1.8M
INMD
In Mode Ltd.

Healthcare
15K
New
$14.88 - $19.53 $223K - $293K
15K $250K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.75K
+ 27.06%
$87.42 - $98.06 $240K - $270K
12.9K $1.15M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.7K
+ 15.57%
$119.61 - $136.3 $203K - $232K
12.6K $1.56M
SMR
Nuscale Power Corp

Industrials
13.6K
New
$11.69 - $30.21 $159K - $410K
13.6K $243K
BX
Blackstone Inc.

Financial Services
24
+ 0.2%
$148.45 - $199.05 $3.56K - $4.78K
12.3K $2.12M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
10.4K
New
$22.02 - $46.16 $230K - $481K
10.4K $230K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
18.5K
New
$12.12 - $13.1 $224K - $242K
18.5K $224K
SLB
Schlumberger Limited

Energy
7.16K
+ 45.35%
$36.83 - $45.59 $264K - $326K
22.9K $879K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
15K
New
$12.27 - $15.41 $184K - $231K
15K $217K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.37K
+ 8.51%
$87.25 - $95.52 $207K - $226K
30.2K $2.67M
IWN
Ishares Russell2000 Val ETF

ETFs
1.6K
+ 8.42%
$162.69 - $181.35 $259K - $289K
20.5K $3.37M
IGM
Ishares Expanded Tech Sector E

ETFs
398
+ 1.45%
$94.19 - $106.95 $37.5K - $42.6K
27.9K $2.85M
BEN
Franklin Resources Inc

Financial Services
10.1K
New
$19.35 - $22.76 $196K - $231K
10.1K $205K
TAC
Transalta Corp

Utilities
14.5K
New
$10.0 - $14.33 $145K - $208K
14.5K $205K
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.93K
+ 35.56%
$40.06 - $45.21 $278K - $313K
26.4K $1.07M
CSX
Csx Corp

Industrials
7.04K
+ 60.08%
$31.58 - $36.88 $222K - $259K
18.7K $604K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.67K
+ 9.49%
$123.69 - $133.68 $207K - $223K
19.3K $2.41M
NEE
Nextera Energy Inc

Utilities
6.85K
+ 30.06%
$69.77 - $85.43 $478K - $585K
29.6K $2.12M
MO
Altria Group, Inc.

Consumer Defensive
1.44K
+ 1.49%
$49.06 - $57.74 $70.7K - $83.2K
98.2K $5.13M
CLX
Clorox CO

Consumer Defensive
1.25K
+ 6.28%
$156.51 - $169.74 $195K - $211K
21.1K $3.42M
SYY
Sysco Corp

Consumer Defensive
2.81K
+ 19.14%
$73.63 - $81.77 $207K - $230K
17.5K $1.34M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.45K
+ 20.22%
$36.54 - $37.53 $199K - $205K
32.4K $1.19M
PCAR
Paccar Inc

Industrials
587
+ 2.86%
$97.92 - $118.41 $57.5K - $69.5K
21.1K $2.2M
IYR
Ishares Tr

ETFs
3.22K
+ 21.83%
$90.74 - $102.87 $293K - $332K
18K $1.67M
PHYS
Sprott Physical Gold Trust

Financial Services
8.78K
+ 27.12%
$19.66 - $21.66 $173K - $190K
41.1K $828K
USFR
Wisdomtree Floating Rate Treas

ETFs
3.06K
+ 6.36%
$50.23 - $50.46 $154K - $154K
51.2K $2.57M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
8.37K
+ 22.44%
$31.83 - $34.97 $266K - $293K
45.7K $1.47M
MHLD
Maiden Holdings, Ltd.

Financial Services
107K
+ 29.89%
$1.23 - $1.94 $132K - $208K
466K $787K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.17K
+ 21.0%
$44.04 - $49.49 $228K - $256K
29.8K $1.31M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
12.5K
+ 71.64%
$12.1 - $13.52 $151K - $169K
29.9K $366K
HYG
Ishares Tr

ETFs
2.08K
+ 10.08%
$78.09 - $80.04 $162K - $166K
22.7K $1.78M
VT
Vanguard Total World Stk Index

ETFs
1.35K
+ 9.48%
$117.09 - $123.07 $158K - $166K
15.6K $1.83M
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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