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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 16 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 LYFT LYFT INC Technology 38,629.0 $748K 0.03% +5K +16.2% $19.37 -33.0%
302 BWXT BWX TECHNOLOGIES INC Industrials 4,310.0 $745K 0.03% +193.0 +4.7% $172.84 +16.8%
303 PCY INVESCO EXCH TRADED FD TR II 34,232.0 $741K 0.03% +910.0 +2.7% $21.66 -2.7%
304 DOX AMDOCS LTD Technology 9,159.0 $737K 0.03% +450.0 +5.2% $80.51 -24.8%
305 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,523.0 $732K 0.03% +616.0 +15.8% $161.95 -4.7%
306 GLPI GAMING & LEISURE PPTYS INC Real Estate 16,374.0 $732K 0.03% +760.0 +4.9% $44.69 +3.8%
307 PRU PRUDENTIAL FINL INC Financial Services 6,410.0 $724K 0.03% +392.0 +6.5% $112.87 -9.7%
308 IONQ IONQ INC Technology 15,883.0 $713K 0.03% +4K +33.5% $44.87 +15.8%
309 PWR QUANTA SVCS INC Industrials 1,686.0 $712K 0.03% +161.0 +10.6% $422.10 +82.4%
310 ADSK AUTODESK INC Technology 2,394.0 $709K 0.03% +53.0 +2.3% $296.01 -17.7%
311 AFL AFLAC INC Financial Services 6,399.0 $706K 0.03% +191.0 +3.1% $110.26 +7.6%
312 QTUM ETF SER SOLUTIONS 6,422.0 $704K 0.03% +3K +93.4% $109.67 +29.5%
313 VXUS VANGUARD STAR FDS 9,324.0 $703K 0.03% +1K +13.8% $75.44 +10.7%
314 SHY ISHARES TR 8,468.0 $701K 0.03% +3K +61.4% $82.82 -0.9%
315 GWW WW GRAINGER INC Industrials 693.0 $699K 0.03% +21.0 +3.1% $1009.08 +26.1%
316 TSCO TRACTOR SUPPLY CO Consumer Cyclical 13,963.0 $698K 0.03% +421.0 +3.1% $50.01 -38.9%
317 TXN TEXAS INSTRS INC Technology 4,007.0 $695K 0.03% +807.0 +25.2% $173.47 +74.5%
318 ULTA ULTA BEAUTY INC Consumer Cyclical 1,142.0 $691K 0.03% +33.0 +3.0% $604.97 -18.3%
319 FAUG FIRST TR EXCHNG TRADED FD VI 12,876.0 $682K 0.03% +3K +24.6% $52.95 +5.2%
320 IHI ISHARES TR 10,901.0 $678K 0.03% +308.0 +2.9% $62.15 -19.9%
Page 16 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%