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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 7 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMD ADVANCED MICRO DEVICES INC Technology 22,636.0 $4.8M 0.18% +302.0 +1.4% $214.16 +95.6%
122 SOXX ISHARES TR 16,011.0 $4.8M 0.18% +259.0 +1.6% $301.16 +63.9%
123 PPA INVESCO EXCHANGE TRADED FD T 30,288.0 $4.7M 0.17% +5K +20.4% $156.63 +5.7%
124 PFE PFIZER INC Healthcare 187,170.0 $4.7M 0.17% +6K +3.2% $24.90 +1.5%
125 IBDS ISHARES TR 183,153.0 $4.4M 0.16% +7K +3.9% $24.28 -0.4%
126 IBDT ISHARES TR 174,655.0 $4.4M 0.16% +13K +7.9% $25.45 -1.0%
127 AXP AMERICAN EXPRESS CO Financial Services 12,006.0 $4.4M 0.16% +1K +13.2% $369.96 -15.3%
128 IBDU ISHARES TR 187,194.0 $4.4M 0.16% +13K +7.4% $23.41 -1.3%
129 SJNK SPDR SERIES TRUST 172,216.0 $4.4M 0.16% +18K +11.8% $25.32 -1.5%
130 JBBB JANUS DETROIT STR TR 89,511.0 $4.3M 0.16% +2K +2.0% $47.70 -0.8%
131 VBIL VANGUARD INSTL INDEX FD 56,431.0 $4.3M 0.16% $75.43 +0.2%
132 F FORD MTR CO Consumer Cyclical 319,009.0 $4.2M 0.15% +25K +8.4% $13.12 +0.7%
133 UNH UNITEDHEALTH GROUP INC Healthcare 12,550.0 $4.1M 0.15% +635.0 +5.3% $330.10 +17.3%
134 AXON AXON ENTERPRISE INC Industrials 7,269.0 $4.1M 0.15% +418.0 +6.1% $567.93 -29.8%
135 VYM VANGUARD WHITEHALL FDS 28,619.0 $4.1M 0.15% $143.52 +8.8%
136 CLOZ SERIES PORTFOLIOS TR 155,101.0 $4.1M 0.15% +3K +1.9% $26.48 -0.2%
137 JEPI J P MORGAN EXCHANGE TRADED F 70,606.0 $4.0M 0.15% -33K -31.8% $57.24 -2.2%
138 LQD ISHARES TR 36,582.0 $4.0M 0.15% +1K +3.0% $110.19 -2.2%
139 FLRN SPDR SERIES TRUST 129,627.0 $4.0M 0.15% $30.73 +0.2%
140 BLES NORTHERN LTS FD TR IV 91,339.0 $3.9M 0.14% $43.21 +8.4%
Page 7 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%