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Portfolio (Quarterly) Guide ↗

Sowell Financial Services LLC

· CIK 0001633697
13F Portfolio $2.7B AUM 1,106 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 113 New 531 Added 324 Reduced 75 Exited
Page 4 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UBS UBS GROUP AG Financial Services 4,868.0 $225K 0.01% NEW $46.31 -0.2%
62 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,969.0 $225K 0.01% NEW $56.62 +16.9%
63 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,658.0 $223K 0.01% NEW $83.84 +14.7%
64 CGBL CAPITAL GROUP CORE BALANCED 6,303.0 $223K 0.01% NEW $35.33 +4.3%
65 OSIS OSI SYSTEMS INC Technology 871.0 $222K 0.01% NEW $255.06 -18.7%
66 SDVY FIRST TR EXCHANGE-TRADED FD 5,758.0 $221K 0.01% NEW $38.32 +7.1%
67 LOGI LOGITECH INTL S A Technology 2,196.0 $220K 0.01% NEW $100.21 +4.4%
68 VTEB VANGUARD MUN BD FDS 4,371.0 $220K 0.01% NEW $50.29 -0.9%
69 SRLN SSGA ACTIVE ETF TR 5,323.0 $220K 0.01% NEW $41.27 -1.9%
70 SCHA SCHWAB STRATEGIC TR 7,705.0 $219K 0.01% NEW $28.48 +13.5%
71 UFPT UFP TECHNOLOGIES INC Healthcare 977.0 $217K 0.01% NEW $222.03 -2.1%
72 DBX DROPBOX INC Technology 7,736.0 $215K 0.01% NEW $27.80 -0.9%
73 RAYJ ADVISORS INNER CIRCLE FD III 6,537.0 $213K 0.01% NEW $32.65 +20.3%
74 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,366.0 $213K 0.01% NEW $90.01 +7.7%
75 NFG NATIONAL FUEL GAS CO Energy 2,651.0 $212K 0.01% NEW $80.06 +3.5%
76 GSBD GOLDMAN SACHS BDC INC Financial Services 22,785.0 $211K 0.01% NEW $9.28 -4.9%
77 A AGILENT TECHNOLOGIES INC Healthcare 1,543.0 $210K 0.01% NEW $136.03 -17.7%
78 INOV INNOVATOR ETFS TRUST 6,075.0 $210K 0.01% NEW $34.54 +4.1%
79 ESS ESSEX PPTY TR INC Real Estate 802.0 $210K 0.01% NEW $261.60 +3.9%
80 EXEL EXELIXIS INC Healthcare 4,752.0 $208K 0.01% NEW $43.83 +13.9%
Page 4 of 6  ·  113 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%