Sowell Financial Services LLC Incresed Positions in Q4 2024

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
16.7K
+ 30.25%
$37.25 - $39.23 $622K - $655K
71.9K $2.68M
IEFA
Ishares Tr

ETFs
27.9K
+ 15.37%
$70.06 - $77.43 $1.95M - $2.16M
209K $14.7M
KMI
Kinder Morgan, Inc.

Energy
4.93K
+ 6.61%
$22.59 - $28.54 $111K - $141K
79.4K $2.18M
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
LNG
Cheniere Energy, Inc.

Energy
268
+ 2.23%
$181.07 - $225.92 $48.5K - $60.5K
12.3K $2.64M
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
EPD
Enterprise Products Partners L.P.

Energy
10.1K
+ 15.41%
$28.66 - $34.43 $288K - $347K
75.4K $2.36M
T
At&T Inc.

Communication Services
11.5K
+ 4.69%
$21.22 - $23.88 $244K - $274K
257K $5.84M
FNDA
Schwab Fundamental U S Small C

ETFs
64.8K
+ 130.3%
$29.26 - $59.11 $1.9M - $3.83M
115K $3.4M
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
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.73K
+ 20.26%
$50.73 - $51.08 $392K - $395K
45.9K $2.34M
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
15.6K
+ 26.61%
$25.34 - $25.59 $394K - $398K
74K $1.88M
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
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
9.29K
+ 23.05%
$16.43 - $22.77 $153K - $212K
49.6K $1.09M
SJNK
Spdr Bloomberg Short Term High

ETFs
15.5K
+ 27.02%
$25.09 - $25.69 $388K - $397K
72.7K $1.84M
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
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
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
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
IWS
Ishares Russell Midcap Value E

ETFs
2.99K
+ 6.68%
$128.08 - $140.32 $383K - $420K
47.7K $6.18M
BSX
Boston Scientific Corp

Healthcare
1.68K
+ 9.08%
$83.62 - $91.5 $140K - $153K
20.1K $1.8M
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
BX
Blackstone Inc.

Financial Services
24
+ 0.2%
$148.45 - $199.05 $3.56K - $4.78K
12.3K $2.12M
SLB
Schlumberger Limited

Energy
7.16K
+ 45.35%
$36.83 - $45.59 $264K - $326K
22.9K $879K
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
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.93K
+ 35.56%
$40.06 - $45.21 $278K - $313K
26.4K $1.07M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.67K
+ 9.49%
$123.69 - $133.68 $207K - $223K
19.3K $2.41M
CSX
Csx Corp

Industrials
7.04K
+ 60.08%
$31.58 - $36.88 $222K - $259K
18.7K $604K
NEE
Nextera Energy Inc

Utilities
6.85K
+ 30.06%
$69.77 - $85.43 $478K - $585K
29.6K $2.12M
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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