Portfolio (Quarterly)
Guide ↗
Sowell Financial Services LLC
· CIK 0001633697| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | LKQ | LKQ CORP | Consumer Cyclical | 8,641 | $261K | 0.01% | SOLD |
| 62 | SOLV | SOLVENTUM CORP | Healthcare | 3,267 | $259K | 0.01% | SOLD |
| 63 | BTO | HANCOCK JOHN FINL OPPTYS FD | Financial Services | 7,319 | $257K | 0.01% | SOLD |
| 64 | VCR | VANGUARD WORLD FD | — | 645 | $254K | 0.01% | SOLD |
| 65 | — | BLACKROCK MUNIHOLDINGS QUALI | — | 25,000 | $251K | 0.01% | SOLD |
| 66 | PNR | PENTAIR PLC | Industrials | 2,394 | $249K | 0.01% | SOLD |
| 67 | HURN | HURON CONSULTING GROUP INC | Industrials | 1,436 | $248K | 0.01% | SOLD |
| 68 | BRO | BROWN & BROWN INC | Financial Services | 3,107 | $248K | 0.01% | SOLD |
| 69 | IAI | ISHARES TR | — | 1,369 | $246K | 0.01% | SOLD |
| 70 | — | LEIDOS HOLDINGS INC | — | 1,344 | $242K | 0.01% | SOLD |
| 71 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 9,186 | $241K | 0.01% | SOLD |
| 72 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 1,288 | $239K | 0.01% | SOLD |
| 73 | — | INGERSOLL RAND INC | — | 3,010 | $238K | 0.01% | SOLD |
| 74 | STE | STERIS PLC | Healthcare | 937 | $238K | 0.01% | SOLD |
| 75 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 1,439 | $233K | 0.01% | SOLD |
| 76 | PINS | PINTEREST INC | Communication Services | 8,901 | $230K | 0.01% | SOLD |
| 77 | PRIM | PRIMORIS SVCS CORP | Industrials | 1,846 | $229K | 0.01% | SOLD |
| 78 | SFNC | SIMMONS 1ST NATL CORP | Financial Services | 12,074 | $228K | 0.01% | SOLD |
| 79 | GOCT | FIRST TR EXCHNG TRADED FD VI | — | 5,754 | $226K | 0.01% | SOLD |
| 80 | TDG | TRANSDIGM GROUP INC | Industrials | 170 | $226K | 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%