Portfolio (Quarterly)
Guide ↗
Sowell Financial Services LLC
· CIK 0001633697| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | OEF | ISHARES TR | — | 658 | $226K | 0.01% | SOLD |
| 82 | CHD | CHURCH & DWIGHT CO INC | Consumer Defensive | 2,658 | $223K | 0.01% | SOLD |
| 83 | OSIS | OSI SYSTEMS INC | Technology | 871 | $222K | 0.01% | SOLD |
| 84 | LOGI | LOGITECH INTL S A | Technology | 2,196 | $220K | 0.01% | SOLD |
| 85 | CG | CARLYLE GROUP INC | Financial Services | 3,680 | $218K | 0.01% | SOLD |
| 86 | VLTO | VERALTO CORP | Industrials | 2,176 | $217K | 0.01% | SOLD |
| 87 | NU | NU HLDGS LTD | Financial Services | 12,952 | $217K | 0.01% | SOLD |
| 88 | PAYC | PAYCOM SOFTWARE INC | Technology | 1,360 | $217K | 0.01% | SOLD |
| 89 | PDT | HANCOCK JOHN PREM DIVID FD | Financial Services | 16,833 | $214K | 0.01% | SOLD |
| 90 | BJ | BJS WHSL CLUB HLDGS INC | Consumer Defensive | 2,366 | $213K | 0.01% | SOLD |
| 91 | NFG | NATIONAL FUEL GAS CO | Energy | 2,651 | $212K | 0.01% | SOLD |
| 92 | — | HEICO CORP NEW | — | 834 | $211K | 0.01% | SOLD |
| 93 | KKR | KKR & CO INC | Financial Services | 1,652 | $211K | 0.01% | SOLD |
| 94 | INOV | INNOVATOR ETFS TRUST | — | 6,075 | $210K | 0.01% | SOLD |
| 95 | SCHI | SCHWAB STRATEGIC TR | — | 9,103 | $209K | 0.01% | SOLD |
| 96 | — | MANAGED PORTFOLIO SERIES | — | 8,209 | $205K | 0.01% | SOLD |
| 97 | OUNZ | VANECK MERK GOLD ETF | Financial Services | 4,925 | $204K | 0.01% | SOLD |
| 98 | ZROZ | PIMCO ETF TR | — | 3,170 | $204K | 0.01% | SOLD |
| 99 | BEPC | BROOKFIELD RENEWABLE CORP | Utilities | 5,310 | $204K | 0.01% | SOLD |
| 100 | — | PIPER SANDLER COMPANIES | — | 599 | $203K | 0.01% | SOLD |
Sector Allocation
Technology
30.9%
Financial Services
23.6%
Consumer Cyclical
8.6%
Industrials
7.8%
Communication Services
6.8%
Consumer Defensive
6.4%
Healthcare
6.3%
Energy
3.6%
Utilities
2.3%
Real Estate
2.0%