Portfolio (Quarterly)
Guide ↗
Sowell Financial Services LLC
· CIK 0001633697| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | PICK | ISHARES INC | — | 10,711 | $477K | 0.02% | SOLD |
| 22 | XT | ISHARES TR | — | 6,006 | $432K | 0.02% | SOLD |
| 23 | BUG | GLOBAL X FDS | — | 12,056 | $424K | 0.02% | SOLD |
| 24 | QBTS | D-WAVE QUANTUM INC | Technology | 16,738 | $414K | 0.02% | SOLD |
| 25 | FTGC | FIRST TR EXCHANGE TRAD FD VI | — | 15,254 | $395K | 0.01% | SOLD |
| 26 | FISV | FISERV INC | Technology | 3,054 | $394K | 0.01% | SOLD |
| 27 | CGXU | CAPITAL GROUP INTL FOCUS EQT | — | 11,497 | $341K | 0.01% | SOLD |
| 28 | — | EVEREST GROUP LTD | — | 810 | $284K | 0.01% | SOLD |
| 29 | PSK | SPDR SERIES TRUST | — | 8,273 | $274K | 0.01% | SOLD |
| 30 | GNRC | GENERAC HLDGS INC | Industrials | 1,606 | $269K | 0.01% | SOLD |
| 31 | PFFD | GLOBAL X FDS | — | 13,647 | $265K | 0.01% | SOLD |
| 32 | RKLB | ROCKET LAB CORP | Industrials | 5,404 | $259K | 0.01% | SOLD |
| 33 | DD | DUPONT DE NEMOURS INC | Basic Materials | 3,194 | $249K | 0.01% | SOLD |
| 34 | CXT | CRANE NXT CO | Industrials | 3,697 | $248K | 0.01% | SOLD |
| 35 | ISCF | ISHARES TR | — | 5,875 | $242K | 0.01% | SOLD |
| 36 | HUBS | HUBSPOT INC | Technology | 513 | $240K | 0.01% | SOLD |
| 37 | EHC | ENCOMPASS HEALTH CORP | Healthcare | 1,864 | $237K | 0.01% | SOLD |
| 38 | WTRG | ESSENTIAL UTILS INC | Utilities | 5,923 | $236K | 0.01% | SOLD |
| 39 | — | BLACKROCK MUNIYIELD QUALITY | — | 23,200 | $233K | 0.01% | SOLD |
| 40 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 3,558 | $231K | 0.01% | SOLD |
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%