Sowell Financial Services LLC Sells in Q4 2024

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WY
Weyerhaeuser CO

Real Estate
-10.6K
- 12.66%
$27.21 - $33.7 $289K - $358K
73.2K $2.06M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.22K
- 1.93%
$176.42 - $186.91 $567K - $601K
163K $29.1M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-31.5K
- 74.55%
$23.29 - $23.93 $734K - $754K
10.8K $252K
UBER
Uber Technologies, Inc

Technology
-2.99K
- 7.64%
$59.93 - $86.34 $179K - $258K
36.1K $2.18M
CAT
Caterpillar Inc

Industrials
-1K
- 7.45%
$360.37 - $416.88 $360K - $417K
12.4K $4.51M
GOOG
Alphabet Inc.

Communication Services
-13.8K
- 16.96%
$163.08 - $198.16 $2.25M - $2.73M
67.5K $12.9M
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
-11.1K
- 26.78%
$39.01 - $50.76 $433K - $563K
30.4K $1.18M
SBUX
Starbucks Corp

Consumer Cyclical
-1.26K
- 1.35%
$87.44 - $102.5 $110K - $129K
91.9K $8.38M
RTX
Raytheon Technologies Corp

Industrials
-5K
- 22.38%
$114.45 - $127.21 $573K - $637K
17.4K $2.01M
COP
Conocophillips

Energy
-5K
- 17.43%
$95.12 - $114.72 $476K - $573K
23.7K $2.35M
QLD
Proshares Ultra Qqq

ETFs
-8.26K
- 25.21%
$97.85 - $120.25 $809K - $994K
24.5K $2.65M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.31K
- 1.05%
$98.47 - $109.35 $129K - $144K
123K $12.1M
SSO
Proshares Ultra S&P 500

ETFs
-7.73K
- 22.16%
$87.92 - $99.73 $679K - $771K
27.1K $2.51M
XLI
Industrial Sector Spdr

ETFs
-3.87K
- 13.99%
$131.76 - $143.99 $510K - $558K
23.8K $3.14M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-6.38K
- 13.05%
$91.29 - $91.8 $582K - $585K
42.5K $3.88M
EFG
Msci Eafe Growth ETF

ETFs
-3.58K
- 15.97%
$96.83 - $106.88 $346K - $382K
18.8K $1.82M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-10.6K
- 8.11%
$50.37 - $50.6 $536K - $538K
121K $6.07M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-11.1K
- 20.58%
$33.43 - $36.52 $372K - $406K
42.9K $1.45M
VTV
Vanguard Value ETF

ETFs
-767
- 1.05%
$168.32 - $181.87 $129K - $139K
72.5K $12.3M
PICK
Ishares Inc Msci Global Select

ETFs
-9.34K
- 42.07%
$34.86 - $43.59 $325K - $407K
12.9K $449K
PG
Procter & Gamble CO

Consumer Defensive
-2.01K
- 6.51%
$161.05 - $179.7 $324K - $361K
28.8K $4.84M
MMM
3 M CO

Industrials
-1.18K
- 2.84%
$124.74 - $137.12 $148K - $162K
40.4K $5.22M
DVN
Devon Energy Corp

Energy
-6.88K
- 18.26%
$30.52 - $42.96 $210K - $296K
30.8K $1.01M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.18K
- 6.01%
$106.56 - $113.11 $232K - $246K
34K $3.64M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-50.2K
- 55.85%
$8.24 - $11.07 $414K - $556K
39.7K $370K
USB
Us Bancorp \De\

Financial Services
-10.5K
- 28.33%
$43.98 - $53.66 $462K - $564K
26.6K $1.27M
JJSF
J&J Snack Foods Corp

Consumer Defensive
-887
- 5.29%
$155.13 - $179.02 $138K - $159K
15.9K $2.46M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-40.6K
- 50.81%
$9.64 - $10.11 $391K - $410K
39.3K $385K
OLN
Olin Corp

Basic Materials
-946
- 3.53%
$33.13 - $47.98 $31.3K - $45.4K
25.9K $874K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-9.66K
- 21.75%
$26.05 - $29.17 $252K - $282K
34.8K $910K
DUK
Duke Energy Corp

Utilities
-1.11K
- 3.35%
$105.76 - $120.76 $118K - $135K
32.2K $3.46M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-5.99K
- 32.62%
$57.38 - $61.11 $344K - $366K
12.4K $722K
IYH
Ishares Tr

ETFs
-4.04K
- 24.16%
$57.53 - $65.24 $233K - $264K
12.7K $739K
IDU
Ishares Tr U S Utils ETF

ETFs
-2.52K
- 17.57%
$94.65 - $105.73 $239K - $267K
11.8K $1.14M
IDV
Ishares Tr

ETFs
-7.76K
- 23.27%
$27.03 - $29.92 $210K - $232K
25.6K $700K
SHEL
Shell PLC

Energy
-3.65K
- 16.85%
$60.63 - $70.23 $222K - $257K
18K $1.13M
HDV
Ishares Core High Dividend ETF

ETFs
-1.66K
- 7.99%
$110.82 - $121.28 $184K - $201K
19.1K $2.15M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-320
- 0.3%
$88.59 - $94.57 $28.3K - $30.3K
107K $9.49M
SHYD
Vaneck Short High Yield Muni E

ETFs
-12.6K
- 22.83%
$22.45 - $22.81 $283K - $288K
42.7K $958K
DNP
Dnp Select Income Fund Inc

Financial Services
-332
- 0.14%
$8.82 - $9.96 $2.93K - $3.31K
239K $2.11M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-4.13K
- 27.29%
$50.06 - $55.0 $207K - $227K
11K $552K
VALE
Vale S.A.

Basic Materials
-4.47K
- 5.63%
$8.74 - $11.78 $39K - $52.6K
74.8K $663K
PAVE
Global X Fds Us Infrastructure

ETFs
-5.67K
- 21.01%
$40.41 - $45.95 $229K - $261K
21.3K $861K
DGRO
Ishares Core Dividend Growth E

ETFs
-3.63K
- 26.17%
$60.73 - $64.94 $220K - $235K
10.2K $627K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-19.9K
- 47.71%
$9.77 - $10.51 $195K - $209K
21.8K $213K
HBAN
Huntington Bancshares Inc

Financial Services
-16.8K
- 37.52%
$14.18 - $18.2 $238K - $305K
27.9K $454K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-3.5K
- 25.14%
$49.87 - $52.46 $175K - $184K
10.4K $520K
NRZ
New Residential Investment Corp.

Real Estate
-24.1K
- 41.12%
N/A
34.6K $250K
CGUS
Capital Group Core Equity ETF
-5.51K
- 12.36%
$33.96 - $36.24 $187K - $200K
39K $1.36M
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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