Portfolio (Quarterly)
Guide ↗
Sowell Financial Services LLC
· CIK 0001633697| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | PSEC | PROSPECT CAP CORP | Financial Services | 43,337 | $112K | 0.00% | SOLD |
| 122 | TCPC | BLACKROCK TCP CAPITAL CORP | Financial Services | 19,147 | $105K | 0.00% | SOLD |
| 123 | TTI | TETRA TECHNOLOGIES INC DEL | Energy | 10,000 | $94K | 0.00% | SOLD |
| 124 | — | AEGON LTD | — | 10,964 | $85K | 0.00% | SOLD |
| 125 | — | LITHIUM AMERS CORP NEW | — | 15,285 | $67K | 0.00% | SOLD |
| 126 | — | DOLLY VARDEN SILVER CORP | — | 12,252 | $54K | 0.00% | SOLD |
| 127 | — | SUMMIT HOTEL PPTYS | — | 25,000 | $25K | 0.00% | SOLD |
| 128 | — | CHEESECAKE FACTORY INC | — | 20,000 | $20K | 0.00% | SOLD |
| 129 | — | ORIGIN MATERIALS INC | — | 17,400 | $4K | — | 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%