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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 7 of 59  ·  1,162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BLES NORTHERN LTS FD TR IV 116,092.0 $5.5M 0.18% +25K +27.1% $47.69 +3.9%
122 RWEM ADVISORS INNER CIRCLE FD III 150,908.0 $5.5M 0.18% +84K +125.3% $36.38 -3.1%
123 PANW PALO ALTO NETWORKS INC Technology 16,080.0 $5.5M 0.18% +3K +21.8% $341.01 +9.5%
124 QCOM QUALCOMM INC Technology 29,408.0 $5.4M 0.18% -4K -11.1% $184.79 -13.8%
125 PEP PEPSICO INC Consumer Defensive 39,691.0 $5.4M 0.18% -1K -3.5% $135.40 +3.6%
126 VLO VALERO ENERGY CORP Energy 20,445.0 $5.3M 0.17% +9K +73.8% $260.44 +33.7%
127 WWD WOODWARD INC Industrials 12,514.0 $5.3M 0.17% $425.43 -14.2%
128 CLSE TRUST FOR PROFESSIONAL MANAG 154,189.0 $5.3M 0.17% -72K -31.8% $34.13 -1.1%
129 BN BROOKFIELD CORP Financial Services 122,009.0 $5.2M 0.17% +65K +114.4% $42.59 -1.5%
130 IBDR ISHARES TR 209,385.0 $5.1M 0.17% +4K +2.0% $24.23 -0.1%
131 GIGB GOLDMAN SACHS ETF TR 109,656.0 $5.0M 0.17% +58K +114.3% $45.91 -2.4%
132 SJNK SPDR SERIES TRUST 199,772.0 $5.0M 0.16% +28K +16.0% $25.03 -0.8%
133 CHICAGO ATLANTIC BDC INC 511,387.0 $5.0M 0.16% +33K +6.9% $9.77
134 GE GE AEROSPACE Industrials 13,158.0 $4.9M 0.16% +6K +92.5% $373.74 -0.5%
135 SCHD SCHWAB STRATEGIC TR 153,465.0 $4.9M 0.16% +54K +53.5% $31.71 +9.0%
136 NFLX NETFLIX INC. Communication Services 67,523.0 $4.8M 0.16% +5K +7.8% $71.40 +10.5%
137 SCHX SCHWAB STRATEGIC TR 162,407.0 $4.8M 0.16% -29K -15.0% $29.43 +3.0%
138 XLV SELECT SECTOR SPDR TR 30,090.0 $4.8M 0.16% -3K -9.4% $158.66 +7.0%
139 HYGH ISHARES U S ETF TR 54,724.0 $4.7M 0.15% NEW $86.61 -0.3%
140 INTC INTEL CORP Technology 33,834.0 $4.7M 0.15% -17K -34.0% $139.63 -31.1%
Page 7 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%