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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 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ETG EATON VANCE TX ADV GLBL DIV Financial Services 8,950.0 $207K 0.01% NEW $23.10 -2.5%
82 MANAGED PORTFOLIO SERIES 8,209.0 $205K 0.01% NEW $25.02
83 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 13,111.0 $204K 0.01% NEW $15.59 +6.5%
84 OUNZ VANECK MERK GOLD ETF Financial Services 4,925.0 $204K 0.01% NEW $41.48 +5.7%
85 BEPC BROOKFIELD RENEWABLE CORP Utilities 5,310.0 $204K 0.01% NEW $38.34 -5.2%
86 IWN ISHARES TR 1,122.0 $203K 0.01% NEW $181.20 +13.7%
87 FVAL FIDELITY COVINGTON TRUST 2,813.0 $203K 0.01% NEW $72.26 +7.4%
88 STM STMICROELECTRONICS N V Technology 7,834.0 $203K 0.01% NEW $25.94 +136.8%
89 MUSA MURPHY USA INC Consumer Cyclical 503.0 $203K 0.01% NEW $403.12 +39.3%
90 ASYS AMTECH SYS INC Technology 16,156.0 $203K 0.01% NEW $12.55 +59.5%
91 ESGD ISHARES TR 2,132.0 $203K 0.01% NEW $95.08 +6.7%
92 AYI ACUITY INC Industrials 561.0 $202K 0.01% NEW $360.03 -21.5%
93 EMHC SPDR SERIES TRUST 7,929.0 $202K 0.01% NEW $25.46 -2.0%
94 CALI BLACKROCK ETF TRUST II 3,976.0 $201K 0.01% NEW $50.46 -0.1%
95 JAMES RIV GROUP HOLDINGS INC 26,496.0 $169K 0.01% NEW $6.36
96 VOD VODAFONE GROUP PLC NEW Communication Services 12,725.0 $168K 0.01% NEW $13.21 +11.1%
97 FS SPECIALTY LENDING FD 11,583.0 $164K 0.01% NEW $14.14
98 BLUEROCK PVT REAL ESTATE FD 10,240.0 $154K 0.01% NEW $15.00
99 GRFS GRIFOLS S A Healthcare 15,804.0 $148K 0.01% NEW $9.35 -18.1%
100 GBDC GOLUB CAP BDC INC Financial Services 10,796.0 $146K 0.01% NEW $13.57 -3.8%
Page 5 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%