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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 5 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFE PFIZER INC Healthcare 187,170.0 $4.7M 0.17% +6K +3.2% $24.90 +1.5%
82 IBDS ISHARES TR 183,153.0 $4.4M 0.16% +7K +3.9% $24.28 -0.4%
83 IBDT ISHARES TR 174,655.0 $4.4M 0.16% +13K +7.9% $25.45 -0.9%
84 AXP AMERICAN EXPRESS CO Financial Services 12,006.0 $4.4M 0.16% +1K +13.2% $369.96 -15.3%
85 IBDU ISHARES TR 187,194.0 $4.4M 0.16% +13K +7.4% $23.41 -1.2%
86 SJNK SPDR SERIES TRUST 172,216.0 $4.4M 0.16% +18K +11.8% $25.32 -1.5%
87 JBBB JANUS DETROIT STR TR 89,511.0 $4.3M 0.16% +2K +2.0% $47.70 -0.8%
88 F FORD MTR CO Consumer Cyclical 319,009.0 $4.2M 0.15% +25K +8.4% $13.12 +0.7%
89 UNH UNITEDHEALTH GROUP INC Healthcare 12,550.0 $4.1M 0.15% +635.0 +5.3% $330.10 +17.3%
90 AXON AXON ENTERPRISE INC Industrials 7,269.0 $4.1M 0.15% +418.0 +6.1% $567.93 -29.8%
91 CLOZ SERIES PORTFOLIOS TR 155,101.0 $4.1M 0.15% +3K +1.9% $26.48 -0.2%
92 LQD ISHARES TR 36,582.0 $4.0M 0.15% +1K +3.0% $110.19 -2.2%
93 DUK DUKE ENERGY CORP NEW Utilities 33,554.0 $3.9M 0.14% +987.0 +3.0% $117.21 +4.0%
94 XLI SELECT SECTOR SPDR TR 24,756.0 $3.8M 0.14% +483.0 +2.0% $155.12 +9.7%
95 IYW ISHARES TR 19,194.0 $3.8M 0.14% +184.0 +1.0% $199.68 +18.1%
96 RTX RTX CORPORATION Industrials 20,594.0 $3.8M 0.14% +662.0 +3.3% $183.40 -5.2%
97 IVE ISHARES TR 17,519.0 $3.7M 0.14% +902.0 +5.4% $212.07 +5.6%
98 CGMS CAPITAL GRP FIXED INCM ETF T 131,812.0 $3.6M 0.13% +13K +11.1% $27.62 -0.9%
99 GMUB GOLDMAN SACHS ETF TR 70,243.0 $3.6M 0.13% +1K +2.1% $51.19 -0.4%
100 BMY BRISTOL-MYERS SQUIBB CO Healthcare 66,105.0 $3.6M 0.13% +9K +16.2% $53.94 +6.6%
Page 5 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%