Sowell Financial Services LLC Reduced Holdings in Q4 2024

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.79K
- 15.02%
$55.73 - $66.16 $211K - $251K
21.4K $1.29M
RF
Regions Financial Corp

Financial Services
-6.87K
- 31.28%
$22.45 - $27.47 $154K - $189K
15.1K $355K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-13.5K
- 33.08%
$10.64 - $11.1 $144K - $150K
27.4K $294K
MGM
Mgm Resorts International

Consumer Cyclical
-2.35K
- 14.3%
$33.44 - $41.99 $78.5K - $98.6K
14.1K $487K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-2.45K
- 5.28%
$46.75 - $47.8 $114K - $117K
43.9K $2.06M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-474
- 2.61%
$185.87 - $204.12 $88.1K - $96.8K
17.7K $3.33M
C
Citigroup Inc

Financial Services
-3.99K
- 21.8%
$61.31 - $72.5 $245K - $289K
14.3K $1.01M
FVD
First Tr Value Line Divid Inde

ETFs
-1.37K
- 3.42%
$43.4 - $46.7 $59.6K - $64.2K
38.8K $1.69M
OXY
Occidental Petroleum Corp

Energy
-1.76K
- 8.99%
$45.36 - $55.91 $80K - $98.6K
17.9K $882K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-3.57K
- 16.08%
$28.88 - $29.33 $103K - $105K
18.6K $540K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.37K
- 6.32%
$51.09 - $55.27 $70.1K - $75.8K
20.3K $1.04M
CVE
Cenovus Energy Inc.

Energy
-3.58K
- 12.92%
$14.35 - $18.36 $51.3K - $65.6K
24.1K $364K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-3.72K
- 21.68%
$19.47 - $20.95 $72.4K - $77.9K
13.4K $262K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-353
- 3.31%
$22.4 - $29.88 $7.91K - $10.5K
10.3K $232K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-1.13K
- 4.09%
$13.9 - $17.11 $15.7K - $19.3K
26.4K $378K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-4.9K
- 25.85%
$14.69 - $15.67 $72K - $76.8K
14.1K $213K
IGF
Ishares Global Infrastructure

ETFs
-816
- 6.1%
$51.2 - $55.7 $41.8K - $45.5K
12.6K $657K
VNLA
Janus Henderson Short Duration

ETFs
-1.34K
- 3.43%
$48.82 - $49.11 $65.5K - $65.9K
37.7K $1.84M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.31K
- 4.64%
$76.21 - $82.24 $100K - $108K
27K $2.1M
BP
Bp PLC

Energy
-671
- 2.81%
$28.16 - $33.14 $18.9K - $22.2K
23.2K $685K
CDE
Coeur Mining, Inc.

Basic Materials
-175
- 0.35%
$5.61 - $7.39 $982 - $1.29K
50.3K $287K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-935
- 7.06%
$59.74 - $60.03 $55.9K - $56.1K
12.3K $735K
DSL
Double Line Income Solutions Fund

Financial Services
-3.27K
- 9.98%
$12.32 - $13.0 $40.3K - $42.5K
29.5K $370K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-1.11K
- 9.29%
$35.95 - $36.76 $39.8K - $40.7K
10.8K $389K
PFF
Ishares Trust Ishares Pfd And

ETFs
-70
- 0.3%
$31.23 - $33.51 $2.19K - $2.35K
23.3K $732K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-839
- 2.43%
$23.75 - $25.68 $19.9K - $21.5K
33.7K $810K
PAAS
Pan American Silver Corp

Basic Materials
-906
- 2.93%
$19.94 - $25.85 $18.1K - $23.4K
30K $607K
HNDL
Strategy Shs

ETFs
-180
- 0.47%
$21.25 - $22.4 $3.83K - $4.03K
37.9K $809K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-1.53K
- 4.71%
$11.12 - $11.98 $17K - $18.3K
30.9K $348K
KEY
Keycorp

Financial Services
-2.68K
- 12.1%
$16.21 - $19.97 $43.5K - $53.6K
19.5K $334K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-1.39K
- 4.51%
$10.56 - $11.31 $14.7K - $15.7K
29.4K $315K
ABR
Arbor Realty Trust Inc

Real Estate
-104
- 0.6%
$13.66 - $15.64 $1.42K - $1.63K
17.1K $237K
UBS
Ubs Group Ag

Financial Services
-770
- 6.71%
$29.78 - $33.08 $22.9K - $25.5K
10.7K $324K
FTSL
First Trust Senior Ln Fund

ETFs
-981
- 1.86%
$45.9 - $46.48 $45K - $45.6K
51.6K $2.39M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-330
- 1.43%
$23.42 - $24.25 $7.73K - $8K
22.8K $538K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-927
- 8.09%
$70.54 - $79.61 $65.4K - $73.8K
10.5K $800K
FDVV
Fidelity High Dividend ETF

ETFs
-145
- 0.96%
$49.66 - $52.63 $7.2K - $7.63K
15K $748K
SNAP
Snap Inc

Communication Services
-1.64K
- 7.68%
$9.98 - $12.86 $16.3K - $21.1K
19.7K $212K
TFC
Truist Financial Corp

Financial Services
-359
- 3.13%
$41.51 - $48.1 $14.9K - $17.3K
11.1K $481K
Brookfield Corp
-407
- 1.73%
N/A
23.1K $0
RSEE
Collaborative Invt Ser Tr Rare
-800
- 6.03%
N/A
12.5K $0
Wk Kellogg CO
-386
- 2.8%
N/A
13.4K $0
Bondbloxx ETF Trust
-1.47K
- 8.47%
N/A
15.9K $0
JWN
Nordstrom Inc

Consumer Cyclical
-772
- 6.53%
$21.42 - $24.9 $16.5K - $19.2K
11K $266K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.16K
- 6.57%
$58.39 - $67.04 $67.6K - $77.6K
16.5K $1.04M
KRP
Kimbell Royalty Partners, LP

Energy
-27
- 0.18%
$15.38 - $16.83 $415 - $454
15.1K $244K
MPLX
Mplx LP

Energy
-552
- 5.13%
$43.77 - $51.66 $24.2K - $28.5K
10.2K $488K
DEI
Douglas Emmett Inc

Real Estate
-6.25K
- 4.56%
$17.33 - $20.32 $108K - $127K
131K $2.43M
FSK
Fs Kkr Capital Corp

Financial Services
-1.02K
- 4.17%
$19.71 - $22.22 $20.1K - $22.7K
23.5K $509K
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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