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Portfolio (Quarterly) Guide ↗

Sowell Financial Services LLC

· CIK 0001633697
13F Portfolio $2.7B AUM 1,106 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 113 New 531 Added 324 Reduced 75 Exited
Page 11 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 STIP ISHARES TR 15,159.0 $1.6M 0.06% +204.0 +1.4% $102.39 +1.1%
202 NET CLOUDFLARE INC Technology 7,860.0 $1.5M 0.06% +782.0 +11.1% $197.14 +0.2%
203 IXP ISHARES TR 12,738.0 $1.5M 0.06% +407.0 +3.3% $121.22 +2.1%
204 EMB ISHARES TR 15,948.0 $1.5M 0.06% +175.0 +1.1% $96.28 -1.7%
205 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.06% +1.0 +100.0% $754800.00
206 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,815.0 $1.5M 0.06% +284.0 +5.1% $257.23 -13.3%
207 GAP GAP INC Consumer Cyclical 58,218.0 $1.5M 0.06% +3K +5.7% $25.60 -17.8%
208 CRH PLC 11,916.0 $1.5M 0.06% +271.0 +2.3% $124.80
209 MINT PIMCO ETF TR 14,776.0 $1.5M 0.05% +274.0 +1.9% $100.34 +0.2%
210 TGT TARGET CORP Consumer Defensive 14,881.0 $1.5M 0.05% +4K +41.6% $97.75 +24.3%
211 PSX PHILLIPS 66 Energy 11,261.0 $1.5M 0.05% +156.0 +1.4% $129.04 +36.5%
212 FVD FIRST TR EXCHANGE-TRADED FD 31,400.0 $1.4M 0.05% +343.0 +1.1% $46.08 +2.7%
213 C CITIGROUP INC Financial Services 12,375.0 $1.4M 0.05% +161.0 +1.3% $116.69 +4.9%
214 USIG ISHARES TR 27,883.0 $1.4M 0.05% +2K +5.9% $51.77 -2.0%
215 SCHG SCHWAB STRATEGIC TR 43,849.0 $1.4M 0.05% +5K +11.5% $32.62 +4.8%
216 VGT VANGUARD WORLD FD 1,869.0 $1.4M 0.05% +224.0 +13.6% $753.89 -85.1%
217 CCJ CAMECO CORP Energy 15,256.0 $1.4M 0.05% +5K +52.2% $91.49 +14.9%
218 SCHW SCHWAB CHARLES CORP Financial Services 13,949.0 $1.4M 0.05% +7K +113.3% $99.91 -9.0%
219 IEF ISHARES TR 14,483.0 $1.4M 0.05% +10K +229.6% $96.16 -2.8%
220 JCPB J P MORGAN EXCHANGE TRADED F 29,312.0 $1.4M 0.05% +15K +105.2% $47.35 -1.9%
Page 11 of 27  ·  531 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.3%
Financial Services 26.3%
Consumer Cyclical 8.9%
Communication Services 7.1%
Healthcare 6.7%
Industrials 6.5%
Consumer Defensive 6.4%
Energy 4.4%
Utilities 2.2%
Real Estate 1.8%