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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 7 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWR ISHARES TR 31,739.0 $3.1M 0.11% +2K +5.2% $96.27 +7.7%
122 MKL MARKEL GROUP INC Financial Services 1,367.0 $2.9M 0.11% +23.0 +1.7% $2149.65 -14.2%
123 LOW LOWES COS INC Consumer Cyclical 12,182.0 $2.9M 0.11% +2K +15.5% $241.16 -9.4%
124 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 93,330.0 $2.9M 0.11% +48K +107.6% $31.21 +9.9%
125 SPSM SPDR SERIES TRUST 62,041.0 $2.9M 0.11% +2K +3.1% $46.86 +11.6%
126 HEQT SIMPLIFY EXCHANGE TRADED FUN 90,169.0 $2.9M 0.11% +2K +2.3% $32.05 +3.5%
127 PLD PROLOGIS INC. Real Estate 21,904.0 $2.8M 0.10% +302.0 +1.4% $127.66 +10.1%
128 SPAB SPDR SERIES TRUST 107,269.0 $2.8M 0.10% +9K +9.2% $25.75 -1.9%
129 SPDW SPDR INDEX SHS FDS 61,827.0 $2.7M 0.10% +2K +2.9% $44.41 +11.5%
130 SCHD SCHWAB STRATEGIC TR 99,965.0 $2.7M 0.10% +6K +6.6% $27.43 +16.8%
131 GGUS GOLDMAN SACHS ETF TR 43,011.0 $2.7M 0.10% +8K +22.3% $63.66 +4.1%
132 DELL DELL TECHNOLOGIES INC Technology 21,507.0 $2.7M 0.10% +2K +10.8% $125.88 +92.3%
133 LMT LOCKHEED MARTIN CORP Industrials 5,471.0 $2.6M 0.10% +292.0 +5.6% $483.66 +6.7%
134 BN BROOKFIELD CORP Financial Services 56,919.0 $2.6M 0.10% +24K +70.6% $45.89 -1.8%
135 MCK MCKESSON CORP Healthcare 3,182.0 $2.6M 0.10% +43.0 +1.4% $820.21 -7.3%
136 VT VANGUARD INTL EQUITY INDEX F 18,490.0 $2.6M 0.10% +457.0 +2.5% $141.06 +9.0%
137 ISRG INTUITIVE SURGICAL INC Healthcare 4,570.0 $2.6M 0.10% +417.0 +10.0% $566.39 -25.6%
138 SCZ ISHARES TR 32,276.0 $2.5M 0.09% +2K +4.9% $77.53 +9.1%
139 FDN FIRST TR EXCHANGE-TRADED FD 9,240.0 $2.5M 0.09% +57.0 +0.6% $269.19 +0.5%
140 HSBC HSBC HLDGS PLC Financial Services 31,609.0 $2.5M 0.09% +5K +18.3% $78.67 +12.3%
Page 7 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%