Sowell Financial Services LLC Sells in Q3 2024

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-73.4K
- 14.63%
$98.91 - $134.91 $7.26M - $9.9M
428K $52M
MSFT
Microsoft Corp

Technology
-12.5K
- 8.16%
$395.15 - $467.56 $4.94M - $5.85M
141K $60.5M
NVO
Novo Nordisk A S

Healthcare
-43.1K
- 63.02%
$119.07 - $145.42 $5.14M - $6.27M
25.3K $3.01M
LLY
Eli Lilly & CO

Healthcare
-6.29K
- 34.78%
$772.14 - $960.02 $4.86M - $6.04M
11.8K $10.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-74.1K
- 31.98%
$76.94 - $79.54 $5.7M - $5.89M
158K $12.5M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-77.9K
- 85.47%
$59.61 - $60.15 $4.64M - $4.69M
13.2K $792K
IVV
Ishares Core S&P 500 ETF

ETFs
-10.8K
- 10.25%
$520.18 - $576.82 $5.6M - $6.22M
94.4K $54.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.85K
- 1.9%
$161.02 - $200.0 $781K - $970K
250K $46.6M
GOOG
Alphabet Inc.

Communication Services
-6.61K
- 7.52%
$149.54 - $192.66 $989K - $1.27M
81.3K $13.6M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-56.6K
- 31.49%
$41.34 - $43.55 $2.34M - $2.46M
123K $5.31M
WM
Waste Management Inc

Industrials
-7.51K
- 35.96%
$196.96 - $223.45 $1.48M - $1.68M
13.4K $2.78M
VUG
Vanguard Growth ETF

ETFs
-5.56K
- 11.81%
$341.08 - $391.94 $1.9M - $2.18M
41.5K $15.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-33.3K
- 20.22%
$50.25 - $50.74 $1.67M - $1.69M
131K $6.66M
CRM
Salesforce, Inc.

Technology
-7.37K
- 32.3%
$238.42 - $276.53 $1.76M - $2.04M
15.4K $4.23M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-26.1K
- 16.45%
$89.91 - $101.33 $2.34M - $2.64M
132K $13M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-37.3K
- 34.37%
$44.65 - $47.21 $1.66M - $1.76M
71.2K $3.33M
FTLS
First Tr Long/Short Equity ETF

ETFs
-24.5K
- 31.46%
$60.73 - $63.8 $1.49M - $1.56M
53.5K $3.39M
META
Meta Platforms, Inc.

Communication Services
-6.21K
- 19.83%
$453.41 - $572.44 $2.81M - $3.55M
25.1K $14.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2.87K
- 6.81%
$211.47 - $281.27 $606K - $807K
39.3K $9.63M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-23K
- 24.16%
$77.02 - $85.06 $1.77M - $1.96M
72.2K $6.11M
BAC
Bank Of America Corp

Financial Services
-29.2K
- 10.44%
$36.65 - $44.13 $1.07M - $1.29M
251K $9.96M
VGSH
Vanguard

ETFs
-18K
- 62.25%
$57.74 - $59.13 $1.04M - $1.07M
10.9K $645K
BA
Boeing CO

Industrials
-617
- 1.97%
$152.04 - $190.6 $93.8K - $118K
30.7K $4.66M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-18.5K
- 51.24%
$52.1 - $59.66 $965K - $1.1M
17.6K $1.04M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-4.42K
- 19.59%
$169.92 - $205.38 $751K - $908K
18.1K $3.47M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-30.1K
- 24.42%
$30.55 - $30.85 $920K - $929K
93.2K $2.88M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-58K
- 52.95%
$15.22 - $16.33 $883K - $947K
51.5K $832K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.96K
- 11.99%
$475.2 - $527.7 $1.4M - $1.56M
21.7K $11.5M
XLE
Energy Sector Spdr

ETFs
-5.97K
- 5.66%
$84.35 - $93.39 $504K - $558K
99.5K $8.74M
SHYD
Vaneck Short High Yield Muni E

ETFs
-38.3K
- 40.93%
$22.24 - $22.81 $852K - $874K
55.3K $1.26M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-22.7K
- 22.35%
$37.64 - $39.51 $855K - $897K
78.9K $3.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.82K
- 3.17%
$434.77 - $502.96 $1.66M - $1.92M
116K $56.9M
LEXI
Listed Fds Tr Alexis Practical

ETFs
-33.8K
- 19.53%
$27.96 - $30.68 $945K - $1.04M
139K $4.27M
XLK
Technology Sector Spdr

ETFs
-3.34K
- 6.79%
$197.34 - $237.68 $659K - $793K
45.8K $10.3M
AMD
Advanced Micro Devices Inc

Technology
-5.03K
- 16.95%
$128.67 - $183.96 $647K - $925K
24.6K $4.04M
ET
Energy Transfer LP

Energy
-41.1K
- 9.62%
$15.43 - $16.44 $634K - $675K
386K $6.2M
BST
Black Rock Science & Technology Trust

Financial Services
-17.7K
- 45.42%
$33.05 - $38.95 $584K - $689K
21.2K $751K
SRLN
Ssga Active Trust

ETFs
-17K
- 59.53%
$40.93 - $41.85 $697K - $713K
11.6K $483K
WFC
Wells Fargo & Company

Financial Services
-5.61K
- 4.39%
$51.58 - $60.97 $289K - $342K
122K $6.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-5.75K
- 7.44%
$100.09 - $100.69 $575K - $579K
71.5K $7.2M
GBIL
Goldman Sachs Access Treasury

ETFs
-5.87K
- 3.44%
$99.7 - $100.3 $585K - $588K
165K $16.5M
APH
Amphenol Corp

Technology
-6.71K
- 13.26%
$58.39 - $70.41 $392K - $473K
43.9K $2.86M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-30.7K
- 45.8%
$21.91 - $26.03 $672K - $798K
36.3K $930K
DVN
Devon Energy Corp

Energy
-4.92K
- 11.54%
$37.87 - $48.65 $186K - $239K
37.7K $1.47M
SPYG
Spdr Portfolio

ETFs
-7.85K
- 20.96%
$73.38 - $84.1 $576K - $660K
29.6K $2.46M
SOXX
Ishares Semiconductor ETF

ETFs
-1.04K
- 6.55%
$199.29 - $265.49 $207K - $275K
14.8K $3.41M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-15.4K
- 42.8%
$34.95 - $39.2 $537K - $603K
20.5K $799K
UL
Unilever PLC

Consumer Defensive
-12.7K
- 36.31%
$54.7 - $65.59 $694K - $832K
22.3K $1.45M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-6.35K
- 14.92%
$106.11 - $113.72 $674K - $722K
36.2K $4.09M
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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