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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 41 of 59  ·  1,162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 IYJ ISHARES TR 2,104.0 $351K 0.01% $166.63 -1.1%
802 PKG PACKAGING CORP AMER Consumer Cyclical 1,471.0 $351K 0.01% -357.0 -19.5% $238.32 +6.2%
803 CBOE CBOE GLOBAL MKTS INC Financial Services 1,423.0 $345K 0.01% +209.0 +17.2% $242.66 +23.6%
804 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 13,274.0 $344K 0.01% -2K -15.5% $25.95 +32.0%
805 AVUS AMERICAN CENTY ETF TR 2,689.0 $344K 0.01% $128.08 +1.9%
806 PFF ISHARES TR 11,285.0 $344K 0.01% +2K +19.1% $30.49 -0.1%
807 SF STIFEL FINL CORP Financial Services 4,928.0 $344K 0.01% +2K +49.8% $69.77 +16.2%
808 IYF ISHARES TR 2,688.0 $343K 0.01% $127.49 +6.9%
809 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,541.0 $342K 0.01% +2K +39.6% $61.76 -8.4%
810 CNC CENTENE CORP DEL Healthcare 5,327.0 $342K 0.01% NEW $64.19 +0.9%
811 DNOV FIRST TR EXCHNG TRADED FD VI 6,657.0 $342K 0.01% -2K -27.2% $51.35 +1.8%
812 FN FABRINET Technology 608.0 $342K 0.01% -117.0 -16.1% $562.08 -24.0%
813 HAL HALLIBURTON CO Energy 10,045.0 $341K 0.01% +2K +25.8% $33.95 +3.7%
814 SPGI S&P GLOBAL INC Financial Services 836.0 $340K 0.01% -12.0 -1.4% $407.03 +6.8%
815 ARGX ARGENX SE Healthcare 365.0 $339K 0.01% -115.0 -24.0% $927.77 +13.1%
816 FSEP FIRST TR EXCHNG TRADED FD VI 6,133.0 $338K 0.01% -3K -30.0% $55.08 +2.4%
817 DJAN FIRST TR EXCHNG TRADED FD VI 7,416.0 $338K 0.01% -1K -15.8% $45.52 +1.8%
818 FMAY FIRST TR EXCHNG TRADED FD VI 6,007.0 $338K 0.01% -360.0 -5.7% $56.20 +1.9%
819 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 13,224.0 $337K 0.01% +4K +37.4% $25.49 -0.3%
820 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 30,363.0 $336K 0.01% +5K +17.9% $11.06 -4.7%
Page 41 of 59  ·  1,162 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%