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
XLRE
Select Sector Spdr Tr Real Est

ETFs
-112
- 0.57%
$38.04 - $45.36 $4.26K - $5.08K
19.5K $870K
MS
Morgan Stanley

Financial Services
-389
- 1.71%
$92.07 - $106.96 $35.8K - $41.6K
22.3K $2.33M
KMI
Kinder Morgan, Inc.

Energy
-2.16K
- 2.81%
$19.72 - $22.22 $42.5K - $47.9K
74.5K $1.65M
DVY
Ishares Tr

ETFs
-1.16K
- 5.74%
$119.99 - $135.74 $140K - $158K
19.1K $2.58M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-734
- 1.28%
$23.66 - $26.53 $17.4K - $19.5K
56.7K $1.48M
EMN
Eastman Chemical CO

Basic Materials
-300
- 2.51%
$93.82 - $113.74 $28.1K - $34.1K
11.7K $1.31M
IHF
Ishares Tr

ETFs
-75
- 0.24%
$51.37 - $58.67 $3.85K - $4.4K
30.6K $1.75M
SO
Southern CO

Utilities
-2.43K
- 8.49%
$77.0 - $90.52 $187K - $220K
26.2K $2.36M
IFRA
Ishares Tr

ETFs
-3.36K
- 5.42%
$41.55 - $46.97 $139K - $158K
58.5K $2.75M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-3.84K
- 3.03%
$14.38 - $16.69 $55.2K - $64.1K
123K $2.01M
ACWI
Ishares Msci Acwi ETF

ETFs
-27
- 0.13%
$107.24 - $119.84 $2.9K - $3.24K
20.6K $2.46M
VBR
Vanguard Small Cap Value ETF

ETFs
-832
- 4.83%
$179.99 - $201.6 $150K - $168K
16.4K $3.29M
ABT
Abbott Laboratories

Healthcare
-1.07K
- 3.89%
$100.07 - $118.13 $107K - $127K
26.5K $3.02M
BX
Blackstone Inc.

Financial Services
-1.58K
- 11.45%
$120.77 - $159.66 $191K - $253K
12.3K $1.88M
MDT
Medtronic PLC

Healthcare
-88
- 0.58%
$76.84 - $91.03 $6.76K - $8.01K
15K $1.35M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
-11.5K
- 5.5%
$15.33 - $17.47 $176K - $200K
197K $3.4M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-131
- 1.17%
$139.03 - $157.34 $18.2K - $20.6K
11K $1.74M
UNM
Unum Group

Financial Services
-310
- 1.26%
$49.81 - $59.44 $15.4K - $18.4K
24.2K $1.44M
SSO
Proshares Ultra S&P 500

ETFs
-815
- 2.28%
$73.92 - $90.17 $60.2K - $73.5K
34.9K $3.14M
PG
Procter & Gamble CO

Consumer Defensive
-281
- 0.9%
$160.76 - $177.82 $45.2K - $50K
30.9K $5.34M
FNDA
Schwab Fundamental U S Small C

ETFs
-63
- 0.13%
$54.26 - $60.01 $3.42K - $3.78K
49.7K $2.96M
NEE
Nextera Energy Inc

Utilities
-957
- 4.03%
$69.9 - $84.97 $66.9K - $81.3K
22.8K $1.93M
KHC
Kraft Heinz CO

Consumer Defensive
-1.95K
- 1.65%
$31.86 - $36.13 $62.1K - $70.5K
117K $4.09M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.15K
- 3.52%
$173.36 - $189.8 $198K - $217K
31.4K $5.96M
MO
Altria Group, Inc.

Consumer Defensive
-5.47K
- 5.35%
$45.95 - $54.71 $251K - $299K
96.8K $4.94M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-378
- 2.6%
$386.81 - $423.12 $146K - $160K
14.2K $5.99M
V
Visa Inc.

Financial Services
-236
- 0.75%
$253.74 - $291.56 $59.9K - $68.8K
31.2K $8.58M
MA
Mastercard Inc

Financial Services
-1.08K
- 6.49%
$429.6 - $500.99 $463K - $540K
15.5K $7.66M
DNP
Dnp Select Income Fund Inc

Financial Services
-9.34K
- 3.75%
$8.21 - $10.03 $76.7K - $93.7K
239K $2.4M
WY
Weyerhaeuser CO

Real Estate
-1.2K
- 1.41%
$27.05 - $33.84 $32.4K - $40.6K
83.9K $2.84M
RTX
Raytheon Technologies Corp

Industrials
-392
- 1.72%
$99.55 - $123.34 $39K - $48.3K
22.4K $2.71M
GIS
General Mills Inc

Consumer Defensive
-1.81K
- 3.33%
$62.5 - $75.15 $113K - $136K
52.6K $3.89M
CLX
Clorox CO

Consumer Defensive
-432
- 2.13%
$131.73 - $166.97 $56.9K - $72.1K
19.8K $3.23M
DUK
Duke Energy Corp

Utilities
-144
- 0.43%
$99.35 - $117.71 $14.3K - $17K
33.3K $3.84M
CSCO
Cisco Systems, Inc.

Technology
-1.5K
- 1.5%
$44.74 - $53.22 $67.1K - $79.8K
98.3K $5.23M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.81K
- 3.51%
$105.53 - $118.34 $296K - $332K
77.2K $9.03M
VTV
Vanguard Value ETF

ETFs
-3.22K
- 4.2%
$159.75 - $174.57 $514K - $561K
73.3K $12.8M
BMY
Bristol Myers Squibb CO

Healthcare
-1.82K
- 2.99%
$39.66 - $51.75 $72.2K - $94.2K
59.1K $3.06M
MET
Metlife Inc

Financial Services
-1.2K
- 2.24%
$67.96 - $82.48 $81.6K - $99.1K
52.4K $4.32M
DEI
Douglas Emmett Inc

Real Estate
-700
- 0.51%
$13.22 - $17.58 $9.25K - $12.3K
137K $2.41M
UNH
Unitedhealth Group Inc

Healthcare
-407
- 3.56%
$488.01 - $604.18 $199K - $246K
11K $6.45M
T
At&T Inc.

Communication Services
-3.96K
- 1.59%
$18.21 - $22.28 $72.1K - $88.2K
245K $5.39M
IXUS
Ishares Tr

ETFs
-3.2K
- 1.77%
$64.9 - $73.35 $207K - $234K
177K $12.9M
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
-27.7K
- 3.84%
$29.45 - $33.4 $817K - $927K
694K $23M
CAT
Caterpillar Inc

Industrials
-26
- 0.19%
$316.8 - $391.12 $8.24K - $10.2K
13.4K $5.25M
ABBV
Abb Vie Inc.

Healthcare
-3.96K
- 6.41%
$163.84 - $199.33 $649K - $789K
57.8K $11.4M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-636
- 0.45%
$64.57 - $71.76 $41.1K - $45.6K
141K $10.1M
MMM
3 M CO

Industrials
-2.03K
- 4.65%
$99.69 - $139.42 $202K - $283K
41.6K $5.69M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-7.3K
- 1.84%
$58.03 - $65.37 $424K - $477K
388K $25.2M
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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