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Portfolio (Quarterly) Guide ↗

Sowell Financial Services LLC

· CIK 0001633697
13F Portfolio $3.1B AUM 1,162 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 185 New 498 Added 415 Reduced 129 Exited
Page 13 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GD GENERAL DYNAMICS CORP Industrials 3,492.0 $1.2M 0.04% +204.0 +6.2% $354.29 +10.4%
242 RDVY FIRST TR EXCHANGE TRADED FD 15,260.0 $1.2M 0.04% +3K +25.5% $81.06 +2.9%
243 FMB FIRST TR EXCH TRADED FD III 24,002.0 $1.2M 0.04% +191.0 +0.8% $51.37 -1.7%
244 AVDE AMERICAN CENTY ETF TR 13,750.0 $1.2M 0.04% +6K +78.2% $89.20 +5.7%
245 ANNALY CAPITAL MANAGEMENT IN 54,808.0 $1.2M 0.04% +18K +48.9% $22.36
246 OKLO OKLO INC Utilities 23,313.0 $1.2M 0.04% +2K +9.4% $52.33 -16.1%
247 GAP GAP INC Consumer Cyclical 65,149.0 $1.2M 0.04% +7K +11.9% $18.68 +8.0%
248 VGSH VANGUARD SCOTTSDALE FDS 20,870.0 $1.2M 0.04% +12K +138.2% $58.20 -0.1%
249 BKNG BOOKING HOLDINGS INC Consumer Cyclical 6,665.0 $1.2M 0.04% +7K +5695.6% $178.23 +14.9%
250 NOC NORTHROP GRUMMAN CORP Industrials 2,319.0 $1.2M 0.04% +91.0 +4.1% $509.38 +11.9%
251 FANG DIAMONDBACK ENERGY INC Energy 6,662.0 $1.2M 0.04% +96.0 +1.5% $175.78 +17.4%
252 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 29,944.0 $1.2M 0.04% +11K +61.4% $38.96 +4.6%
253 NOBL PROSHARES TR 20,753.0 $1.2M 0.04% +11K +105.8% $56.16 +3.2%
254 SPMO INVESCO EXCH TRADED FD TR II 7,151.0 $1.2M 0.04% +3K +78.3% $161.54 -4.0%
255 DAPR FIRST TR EXCHNG TRADED FD VI 27,986.0 $1.1M 0.04% +3K +12.1% $40.88 +1.8%
256 PCAR PACCAR INC Industrials 9,419.0 $1.1M 0.04% +246.0 +2.7% $120.12 +8.9%
257 IBIT ISHARES BITCOIN TRUST ETF Financial Services 33,613.0 $1.1M 0.04% +15K +83.7% $33.29 +9.4%
258 DHI D R HORTON INC Consumer Cyclical 6,867.0 $1.1M 0.04% +443.0 +6.9% $162.87 -8.9%
259 PNC PNC FINL SVCS GROUP INC Financial Services 4,538.0 $1.1M 0.04% +633.0 +16.2% $246.22 +3.4%
260 VRT VERTIV HOLDINGS CO Industrials 3,329.0 $1.1M 0.04% +297.0 +9.8% $334.85 -12.7%
Page 13 of 25  ·  498 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 30.9%
Financial Services 23.6%
Consumer Cyclical 8.6%
Industrials 7.8%
Communication Services 6.8%
Consumer Defensive 6.4%
Healthcare 6.3%
Energy 3.6%
Utilities 2.3%
Real Estate 2.0%