Sowell Financial Services LLC Reduced Holdings in Q3 2024

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Amplify ETF Tr
-884
- 4.77%
N/A
17.6K $0
Gsk PLC
-2.98K
- 22.72%
N/A
10.1K $0
WMB
Williams Companies, Inc.

Energy
-810
- 6.93%
$41.24 - $46.22 $33.4K - $37.4K
10.9K $497K
Wk Kellogg CO
-4.1K
- 22.96%
N/A
13.8K $0
Ishares Tr
-2.14K
- 10.37%
N/A
18.5K $0
ERC
Allspring Multi Sector Income Fund

Financial Services
-10.5K
- 6.19%
$8.98 - $9.58 $94.3K - $101K
159K $1.52M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.22K
- 14.52%
$33.89 - $41.64 $75.3K - $92.6K
13.1K $521K
RFG
Invesco Exchange Traded Fd Tr

ETFs
-95
- 0.61%
$45.41 - $51.61 $4.31K - $4.9K
15.4K $758K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-816
- 2.46%
$11.4 - $11.99 $9.3K - $9.78K
32.4K $385K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-374
- 3.05%
$35.26 - $36.92 $13.2K - $13.8K
11.9K $439K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-911
- 3.27%
$36.06 - $37.66 $32.9K - $34.3K
27K $1.02M
OLN
Olin Corp

Basic Materials
-394
- 1.45%
$40.38 - $50.21 $15.9K - $19.8K
26.8K $1.29M
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
-1.01K
- 1.7%
$24.98 - $25.63 $25.3K - $25.9K
58.5K $1.49M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-15.8K
- 3.89%
$5.44 - $5.91 $86K - $93.4K
391K $2.26M
UBS
Ubs Group Ag

Financial Services
-292
- 2.48%
$27.97 - $31.42 $8.17K - $9.17K
11.5K $354K
ORI
Old Republic International Corp

Financial Services
-1.46K
- 11.06%
$29.89 - $35.9 $43.5K - $52.3K
11.7K $414K
TFC
Truist Financial Corp

Financial Services
-945
- 7.62%
$38.22 - $44.94 $36.1K - $42.5K
11.5K $490K
YPF
Ypf Sociedad Anonima

Energy
-73
- 0.58%
$18.06 - $24.26 $1.32K - $1.77K
12.6K $267K
AIQ
Global X Funds Global X Artifi

ETFs
-239
- 1.76%
$31.85 - $37.36 $7.61K - $8.93K
13.4K $496K
FVD
First Tr Value Line Divid Inde

ETFs
-4.31K
- 9.69%
$40.45 - $45.49 $174K - $196K
40.2K $1.83M
PM
Philip Morris International Inc.

Consumer Defensive
-8K
- 16.23%
$101.25 - $127.45 $810K - $1.02M
41.3K $5.01M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-340
- 1.9%
$45.2 - $47.87 $15.4K - $16.3K
17.5K $832K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-466
- 3.02%
$33.74 - $37.96 $15.7K - $17.7K
15K $562K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-644
- 1.15%
$36.86 - $39.26 $23.7K - $25.3K
55.2K $2.11M
EEMV
Ishares Msci Emerging Markets

ETFs
-899
- 6.13%
$56.77 - $63.31 $51K - $56.9K
13.8K $863K
PPL
Ppl Corp

Utilities
-1.33K
- 10.3%
$27.36 - $33.08 $36.5K - $44.1K
11.6K $384K
PFE
Pfizer Inc

Healthcare
-5.13K
- 2.83%
$27.7 - $31.39 $142K - $161K
176K $5.09M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-80
- 0.24%
$49.93 - $51.15 $3.99K - $4.09K
33.2K $1.7M
VTWO
Vanguard Russell 2000 ETF

ETFs
-504
- 4.73%
$81.17 - $90.77 $40.9K - $45.7K
10.2K $907K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-205
- 0.69%
$19.88 - $21.63 $4.08K - $4.43K
29.3K $630K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-18.4K
- 5.6%
$7.45 - $8.23 $137K - $152K
310K $2.5M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-2.85K
- 3.13%
$25.21 - $28.46 $71.8K - $81.1K
88.2K $2.48M
CGUS
Capital Group Core Equity ETF
-1.2K
- 2.63%
$31.19 - $34.33 $37.5K - $41.3K
44.5K $1.53M
KEY
Keycorp

Financial Services
-188
- 0.84%
$13.95 - $17.34 $2.62K - $3.26K
22.2K $371K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-679
- 1.77%
$57.22 - $64.18 $38.9K - $43.6K
37.6K $2.4M
PEP
Pepsico Inc

Consumer Defensive
-502
- 1.68%
$161.9 - $179.3 $81.3K - $90K
29.4K $5M
USB
Us Bancorp \De\

Financial Services
-3.86K
- 9.44%
$39.04 - $47.23 $151K - $182K
37.1K $1.7M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-1.32K
- 3.42%
$31.39 - $35.47 $41.4K - $46.8K
37.3K $1.31M
AVDV
American Centy ETF Tr Avantis

ETFs
-486
- 2.51%
$62.52 - $71.12 $30.4K - $34.6K
18.9K $1.33M
DOW
Dow Inc.

Basic Materials
-790
- 1.04%
$50.15 - $55.41 $39.6K - $43.8K
75.2K $4.11M
HOMB
Home Bancshares Inc

Financial Services
-299
- 0.96%
$23.43 - $28.83 $7.01K - $8.62K
30.8K $833K
OGS
One Gas, Inc.

Utilities
-496
- 4.1%
$62.22 - $74.44 $30.9K - $36.9K
11.6K $863K
DAL
Delta Air Lines, Inc.

Industrials
-626
- 1.7%
$37.32 - $51.8 $23.4K - $32.4K
36.1K $1.83M
TGT
Target Corp

Consumer Defensive
-4
- 0.03%
$133.47 - $159.25 $534 - $637
11.9K $1.86M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-536
- 2.14%
$113.45 - $126.18 $60.8K - $67.6K
24.5K $3.09M
EXC
Exelon Corp

Utilities
-232
- 1.21%
$34.24 - $40.55 $7.94K - $9.41K
19K $769K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-23.1K
- 3.54%
$10.51 - $11.28 $242K - $260K
628K $7.08M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-78
- 0.4%
$60.13 - $68.17 $4.69K - $5.32K
19.4K $1.31M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.32K
- 5.42%
$117.9 - $128.2 $273K - $297K
40.5K $5.19M
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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