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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 20 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NOC NORTHROP GRUMMAN CORP Industrials 2,228.0 $1.3M 0.05% +1K +194.3% $570.17 -3.5%
382 FIX COMFORT SYS USA INC Industrials 1,352.0 $1.3M 0.05% -110.0 -7.5% $933.58 +98.6%
383 XLB SELECT SECTOR SPDR TR 27,746.0 $1.3M 0.05% +17K +170.0% $45.35 +8.1%
384 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 154,997.0 $1.3M 0.05% $8.11 -5.7%
385 MPC MARATHON PETE CORP Energy 7,632.0 $1.2M 0.05% -149.0 -1.9% $162.62 +59.6%
386 FESM FIDELITY COVINGTON TRUST 32,449.0 $1.2M 0.04% +7K +26.7% $37.78 +13.7%
387 KMI KINDER MORGAN INC DEL Energy 44,554.0 $1.2M 0.04% -4K -9.2% $27.49 +22.9%
388 IBHF ISHARES TR 52,897.0 $1.2M 0.04% +38K +259.8% $23.08 -1.0%
389 FMB FIRST TR EXCH TRADED FD III 23,811.0 $1.2M 0.04% $51.14 -0.9%
390 NXPI NXP SEMICONDUCTORS N V Technology 5,603.0 $1.2M 0.04% +154.0 +2.8% $217.07 +34.4%
391 CEG CONSTELLATION ENERGY CORP Utilities 3,441.0 $1.2M 0.04% +928.0 +36.9% $353.23 -26.2%
392 UNP UNION PAC CORP Industrials 5,228.0 $1.2M 0.04% -89.0 -1.7% $231.32 +18.9%
393 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 561.0 $1.2M 0.04% +25.0 +4.7% $2145.14 -9.5%
394 SPTM SPDR SERIES TRUST 14,570.0 $1.2M 0.04% +3K +25.8% $82.50 +7.6%
395 TT TRANE TECHNOLOGIES PLC Industrials 3,086.0 $1.2M 0.04% -19.0 -0.6% $389.18 +18.3%
396 SYY SYSCO CORP Consumer Defensive 16,295.0 $1.2M 0.04% -5K -21.8% $73.69 -0.2%
397 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 13,142.0 $1.2M 0.04% +125.0 +1.0% $91.21 +0.6%
398 INTU INTUIT Technology 1,801.0 $1.2M 0.04% -207.0 -10.3% $662.33 -39.1%
399 ESE ESCO TECHNOLOGIES INC Technology 5,995.0 $1.2M 0.04% NEW $195.39 +49.3%
400 VOE VANGUARD INDEX FDS 6,571.0 $1.2M 0.04% +140.0 +2.2% $177.37 +7.8%
Page 20 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%