Portfolio (Quarterly)
Guide ↗
Sowell Financial Services LLC
· CIK 0001633697| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DOX | AMDOCS LTD | Technology | 9,159 | $737K | 0.03% | SOLD |
| 22 | LPLA | LPL FINL HLDGS INC | Financial Services | 1,921 | $686K | 0.03% | SOLD |
| 23 | CSGP | COSTAR GROUP INC | Real Estate | 9,715 | $653K | 0.02% | SOLD |
| 24 | CCL | CARNIVAL CORP | Consumer Cyclical | 21,148 | $646K | 0.02% | SOLD |
| 25 | WAB | WABTEC | Industrials | 2,662 | $568K | 0.02% | SOLD |
| 26 | PEGA | PEGASYSTEMS INC | Technology | 9,468 | $565K | 0.02% | SOLD |
| 27 | EDGI | ADVISORS INNER CIRCLE FD II | — | 19,580 | $556K | 0.02% | SOLD |
| 28 | DGRO | ISHARES TR | — | 7,776 | $540K | 0.02% | SOLD |
| 29 | RS | RELIANCE INC | Basic Materials | 1,799 | $520K | 0.02% | SOLD |
| 30 | SCHB | SCHWAB STRATEGIC TR | — | 19,457 | $510K | 0.02% | SOLD |
| 31 | — | GRUPO CIBEST SA | — | 7,985 | $508K | 0.02% | SOLD |
| 32 | IT | GARTNER INC | Technology | 1,883 | $475K | 0.02% | SOLD |
| 33 | GVI | ISHARES TR | — | 3,859 | $414K | 0.01% | SOLD |
| 34 | — | BLUE OWL CAPITAL CORPORATION | — | 33,198 | $413K | 0.01% | SOLD |
| 35 | ZTS | ZOETIS INC | Healthcare | 3,241 | $408K | 0.01% | SOLD |
| 36 | IXUS | ISHARES TR | — | 4,735 | $401K | 0.01% | SOLD |
| 37 | — | ISHARES TR | — | 41,650 | $385K | 0.01% | SOLD |
| 38 | IRMD | IRADIMED CORP | Healthcare | 3,928 | $382K | 0.01% | SOLD |
| 39 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 3,399 | $350K | 0.01% | SOLD |
| 40 | SKYY | FIRST TR EXCHANGE TRADED FD | — | 2,667 | $347K | 0.01% | SOLD |
Sector Allocation
Technology
31.4%
Financial Services
24.0%
Consumer Cyclical
8.8%
Industrials
7.9%
Consumer Defensive
6.5%
Healthcare
6.4%
Communication Services
5.2%
Energy
3.5%
Utilities
2.4%
Real Estate
2.0%