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Portfolio (Quarterly) Guide ↗

Sowell Financial Services LLC

· CIK 0001633697
13F Portfolio $3.1B AUM 1,162 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 185 New 498 Added 415 Reduced 129 Exited
Page 8 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPTM SPDR SERIES TRUST 13,456.0 $1.2M 0.04% -1K -7.7% $90.79 +3.4%
142 CENCORA INC 4,188.0 $1.2M 0.04% -610.0 -12.7% $282.95
143 ONEQ FIDELITY COMWLTH TR 11,370.0 $1.2M 0.04% -645.0 -5.4% $103.22 +1.8%
144 VBK VANGUARD INDEX FDS 3,155.0 $1.2M 0.04% -578.0 -15.5% $365.75 +0.1%
145 STRL STERLING INFRASTRUCTURE INC Industrials 1,342.0 $1.1M 0.04% -399.0 -22.9% $839.36 -28.1%
146 RIO RIO TINTO PLC Basic Materials 11,816.0 $1.1M 0.04% -842.0 -6.7% $94.93 +2.4%
147 SHEL SHELL PLC Energy 14,395.0 $1.1M 0.04% -642.0 -4.3% $77.54 +18.2%
148 WMB WILLIAMS COS INC Energy 14,662.0 $1.1M 0.04% -1K -6.5% $74.34 -1.2%
149 OMFL INVESCO EXCH TRD SLF IDX FD 15,651.0 $1.1M 0.04% -2K -11.2% $68.54 +3.4%
150 MKL MARKEL GROUP INC Financial Services 543.0 $1.1M 0.04% -824.0 -60.3% $1953.08 -7.9%
151 VNQ VANGUARD INDEX FDS 10,938.0 $1.1M 0.03% -461.0 -4.0% $96.43 +1.6%
152 NVS NOVARTIS AG Healthcare 6,566.0 $1.0M 0.03% -650.0 -9.0% $156.73 -3.0%
153 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,643.0 $1.0M 0.03% -192.0 -6.8% $386.68 +0.9%
154 QTUM ETF SER SOLUTIONS 6,057.0 $1.0M 0.03% -365.0 -5.7% $165.39 -4.3%
155 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 32,980.0 $995K 0.03% -177K -84.3% $30.17 +11.4%
156 LMBS FIRST TR EXCHANGE-TRADED FD 19,933.0 $992K 0.03% -2K -7.9% $49.78 -0.2%
157 XLRE SELECT SECTOR SPDR TR 22,532.0 $992K 0.03% -5K -17.6% $44.03 +1.8%
158 LIN LINDE PLC Basic Materials 1,904.0 $988K 0.03% -123.0 -6.1% $518.96 -8.6%
159 MCK MCKESSON CORP Healthcare 1,303.0 $984K 0.03% -2K -59.0% $755.37 +13.8%
160 USB US BANCORP Financial Services 16,125.0 $974K 0.03% -3K -13.7% $60.40 +7.4%
Page 8 of 21  ·  415 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 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%