Sowell Financial Services LLC Incresed Positions in Q3 2024

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
47.9K
+ 304.9%
$125.0 - $147.17 $5.99M - $7.05M
63.6K $8.36M
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
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
VB
Vanguard Small Cap ETF

ETFs
12.2K
+ 103.52%
$214.77 - $237.72 $2.61M - $2.89M
23.9K $5.67M
BND
Vanguard Bd Index Fd Inc Total

ETFs
38K
+ 78.99%
$71.45 - $75.64 $2.71M - $2.87M
86.1K $6.47M
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
AGI
Alamos Gold Inc

Basic Materials
120K
+ 358.09%
$15.54 - $21.04 $1.87M - $2.53M
154K $3.07M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
87.3K
+ 43.63%
$22.38 - $23.66 $1.95M - $2.06M
287K $6.74M
ORCL
Oracle Corp

Technology
6.32K
+ 32.88%
$125.9 - $170.35 $796K - $1.08M
25.6K $4.35M
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
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
DFAX
Dimensional ETF Tr
13.9K
+ 2.01%
$24.29 - $27.25 $336K - $377K
702K $19M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
56.9K
+ 94.99%
$23.63 - $24.42 $1.34M - $1.39M
117K $2.85M
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
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
KO
Coca Cola CO

Consumer Defensive
22
+ 0.02%
$62.69 - $73.01 $1.38K - $1.61K
140K $10.1M
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
XLU
Utilities Sector Spdr

ETFs
9.27K
+ 66.67%
$67.67 - $80.78 $627K - $749K
23.2K $1.87M
COST
Costco Wholesale Corp

Consumer Defensive
291
+ 1.67%
$801.83 - $917.05 $233K - $267K
17.7K $15.7M
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
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
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
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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