Sowell Financial Services LLC New Holdings in Q3 2024

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
86.2K
New
$136.27 - $1745.86 $11.7M - $150M
86.2K $14.9M
IWS
Ishares Russell Midcap Value E

ETFs
44.8K
New
$119.52 - $132.25 $5.35M - $5.92M
44.8K $5.92M
DMAR
First Tr Ex Tr Viii Cboe Vest
110K
New
$35.04 - $37.34 $3.84M - $4.09M
110K $4.09M
IWN
Ishares Russell2000 Val ETF

ETFs
18.9K
New
$150.05 - $171.34 $2.84M - $3.25M
18.9K $3.16M
TRGP
Targa Resources Corp.

Energy
18.9K
New
$127.86 - $156.46 $2.41M - $2.95M
18.9K $2.79M
HWKN
Hawkins Inc

Basic Materials
20.9K
New
$87.69 - $127.47 $1.83M - $2.67M
20.9K $2.67M
RDNT
Rad Net, Inc.

Healthcare
36.1K
New
$55.28 - $71.1 $2M - $2.57M
36.1K $2.51M
NDAQ
Nasdaq, Inc.

Financial Services
33.4K
New
$59.48 - $74.31 $1.99M - $2.49M
33.4K $2.44M
DFSD
Dimensional ETF Tr Short Durat

ETFs
46.3K
New
$47.0 - $47.84 $2.18M - $2.22M
46.3K $2.21M
AMAT
Applied Materials Inc

Technology
10.7K
New
$174.88 - $254.97 $1.86M - $2.72M
10.7K $2.15M
ITA
Ishares Tr

ETFs
11.9K
New
$131.58 - $149.64 $1.56M - $1.78M
11.9K $1.78M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
57.3K
New
$28.1 - $29.89 $1.61M - $1.71M
57.3K $1.71M
MCHI
Ishares Msci China ETF

ETFs
32.1K
New
$40.43 - $50.98 $1.3M - $1.64M
32.1K $1.64M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
11.3K
New
$127.29 - $141.5 $1.44M - $1.61M
11.3K $1.58M
IYR
Ishares Tr

ETFs
14.8K
New
$86.93 - $103.61 $1.28M - $1.53M
14.8K $1.5M
IDU
Ishares Tr U S Utils ETF

ETFs
14.4K
New
$87.2 - $102.21 $1.25M - $1.47M
14.4K $1.46M
TJX
Tjx Companies Inc

Consumer Cyclical
11.3K
New
$107.93 - $120.23 $1.22M - $1.35M
11.3K $1.32M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
10.9K
New
$110.22 - $120.89 $1.2M - $1.32M
10.9K $1.31M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14.6K
New
$81.31 - $83.29 $1.18M - $1.21M
14.6K $1.21M
NVS
Novartis Ag

Healthcare
10.4K
New
$106.13 - $120.89 $1.1M - $1.26M
10.4K $1.19M
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
OXY
Occidental Petroleum Corp

Energy
19.6K
New
$49.91 - $63.73 $980K - $1.25M
19.6K $1.01M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
18.2K
New
$49.82 - $52.8 $907K - $961K
18.2K $957K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
139K
New
$6.3 - $6.99 $874K - $970K
139K $918K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
11.5K
New
$69.31 - $77.34 $800K - $893K
11.5K $885K
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
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
XYLG
Global X Fds S&P 500 Covered C

ETFs
21.3K
New
$29.18 - $32.09 $621K - $683K
21.3K $682K
WPM
Wheaton Precious Metals Corp.

Basic Materials
10.1K
New
$52.04 - $64.22 $525K - $648K
10.1K $616K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
10.7K
New
$51.29 - $56.57 $549K - $606K
10.7K $605K
BKR
Baker Hughes CO

Energy
15.2K
New
$32.92 - $38.72 $500K - $588K
15.2K $549K
TECK
Teck Resources LTD

Basic Materials
10K
New
$43.48 - $53.4 $437K - $536K
10K $524K
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
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
19.1K
New
$24.77 - $26.7 $473K - $510K
19.1K $509K
AA
Alcoa Corp

Basic Materials
12.3K
New
$28.17 - $42.44 $347K - $523K
12.3K $475K
LXU
Lsb Industries, Inc.

Basic Materials
53.2K
New
$7.06 - $9.36 $375K - $498K
53.2K $427K
TOST
Toast, Inc.

Technology
14.8K
New
$22.71 - $28.31 $335K - $418K
14.8K $418K
PLUG
Plug Power Inc

Industrials
166K
New
$1.61 - $3.34 $267K - $555K
166K $375K
OWL
Blue Owl Capital Inc.

Financial Services
16.4K
New
$15.81 - $19.83 $260K - $326K
16.4K $318K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
10.7K
New
$26.87 - $30.93 $287K - $330K
10.7K $314K
NGD
New Gold Inc.

Basic Materials
100K
New
$1.95 - $3.19 $195K - $319K
100K $288K
GBDC
Golub Capital Bdc, Inc.

Financial Services
19K
New
$14.36 - $16.0 $272K - $303K
19K $286K
EAD
Allspring Income Opportunities Fund

Financial Services
38K
New
$6.65 - $7.13 $253K - $271K
38K $270K
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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