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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 19 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 STLD STEEL DYNAMICS INC Basic Materials 8,106.0 $1.4M 0.05% +190.0 +2.4% $169.46 +34.9%
362 DKS DICKS SPORTING GOODS INC Consumer Cyclical 6,906.0 $1.4M 0.05% +331.0 +5.0% $197.96 +9.4%
363 USHY ISHARES TR 36,526.0 $1.4M 0.05% +506.0 +1.4% $37.39 -1.9%
364 BAI BLACKROCK ETF TRUST 40,980.0 $1.4M 0.05% +3K +9.0% $33.30 +35.1%
365 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,390.0 $1.4M 0.05% +43.0 +1.0% $310.23 +15.8%
366 AMLP ALPS ETF TR 28,802.0 $1.4M 0.05% +4K +17.5% $47.02 +16.6%
367 FCX FREEPORT-MCMORAN INC Basic Materials 26,406.0 $1.3M 0.05% +1K +5.1% $50.79 +19.1%
368 FMHI FIRST TR EXCH TRADED FD III 27,930.0 $1.3M 0.05% +192.0 +0.7% $47.93 -0.6%
369 ANET ARISTA NETWORKS INC Technology 10,208.0 $1.3M 0.05% -3K -22.2% $131.03 +8.1%
370 SRE SEMPRA Utilities 14,885.0 $1.3M 0.05% -196.0 -1.3% $88.29 +2.2%
371 IHDG WISDOMTREE TR 26,962.0 $1.3M 0.05% +4K +16.6% $48.66 +2.1%
372 TJX TJX COS INC NEW Consumer Cyclical 8,524.0 $1.3M 0.05% $153.60 -2.2%
373 APP APPLOVIN CORP Technology 1,940.0 $1.3M 0.05% +79.0 +4.2% $673.81 -29.2%
374 ADBE ADOBE INC Technology 3,724.0 $1.3M 0.05% +106.0 +2.9% $349.97 -27.1%
375 BORR DRILLING LTD 321,944.0 $1.3M 0.05% -3K -0.9% $4.03
376 BKR BAKER HUGHES COMPANY Energy 28,345.0 $1.3M 0.05% +1K +3.8% $45.54 +43.8%
377 EME EMCOR GROUP INC Industrials 2,103.0 $1.3M 0.05% +46.0 +2.2% $611.69 +43.4%
378 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,814.0 $1.3M 0.05% -1K -29.9% $453.42 -3.7%
379 ASML ASML HOLDING N V Technology 1,192.0 $1.3M 0.05% -35.0 -2.9% $1069.61 +36.4%
380 DHR DANAHER CORPORATION Healthcare 5,563.0 $1.3M 0.05% -63.0 -1.1% $228.93 -28.4%
Page 19 of 56  ·  1,106 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%