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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 14 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DAUG FIRST TR EXCHNG TRADED FD VI 23,675.0 $1.1M 0.04% +1K +6.1% $46.85 +1.4%
262 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,786.0 $1.1M 0.04% +233.0 +6.6% $290.57 -4.2%
263 CRWV COREWEAVE INC Technology 11,022.0 $1.1M 0.04% +2K +25.4% $99.54 +6.5%
264 CSX CSX CORP Industrials 23,022.0 $1.1M 0.04% +124.0 +0.5% $47.53 +6.4%
265 CAG CONAGRA BRANDS INC Consumer Defensive 81,145.0 $1.1M 0.04% +32K +64.7% $13.46 +15.6%
266 IDV ISHARES TR 26,351.0 $1.1M 0.04% +428.0 +1.6% $41.43 +7.7%
267 VV VANGUARD INDEX FDS 3,125.0 $1.1M 0.04% +1K +63.8% $343.89 +3.5%
268 TMUS T-MOBILE US INC Communication Services 6,359.0 $1.1M 0.04% +2K +52.0% $167.74 +7.4%
269 ACWX ISHARES TR 13,906.0 $1.1M 0.04% +7K +95.6% $76.11 +2.6%
270 HUBB HUBBELL INC Industrials 1,997.0 $1.0M 0.03% +231.0 +13.1% $523.22 -3.6%
271 CGIC CAPITAL GROUP INTERNATIONAL 28,651.0 $1.0M 0.03% +7K +31.5% $36.39 +2.0%
272 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 30,426.0 $1.0M 0.03% +6K +25.4% $34.00 -0.7%
273 DGX QUEST DIAGNOSTICS INC Healthcare 4,815.0 $1.0M 0.03% +760.0 +18.7% $211.93 +11.1%
274 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 6,054.0 $1.0M 0.03% +1K +24.7% $168.53 -8.3%
275 CGDV CAPITAL GROUP DIVIDEND VALUE 20,553.0 $1.0M 0.03% +3K +14.7% $49.28 +3.0%
276 IUSB ISHARES TR 21,773.0 $1.0M 0.03% +687.0 +3.3% $46.15 -1.6%
277 MSI MOTOROLA SOLUTIONS INC Technology 2,410.0 $1.0M 0.03% +919.0 +61.6% $415.33 +10.1%
278 WSM WILLIAMS SONOMA INC Consumer Cyclical 4,291.0 $1.0M 0.03% +75.0 +1.8% $233.08 +3.2%
279 AVEM AMERICAN CENTY ETF TR 10,178.0 $982K 0.03% +7K +233.1% $96.49 -2.1%
280 GCOW PACER FDS TR 22,434.0 $971K 0.03% +3K +17.9% $43.30 +7.6%
Page 14 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%