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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 15 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MDT MEDTRONIC PLC Healthcare 9,004.0 $865K 0.03% +197.0 +2.2% $96.06 -19.6%
282 LIN LINDE PLC Basic Materials 2,027.0 $864K 0.03% +198.0 +10.8% $426.37 +18.8%
283 NEBIUS GROUP N.V. 10,237.0 $857K 0.03% +3K +43.1% $83.70
284 CAG CONAGRA BRANDS INC Consumer Defensive 49,257.0 $853K 0.03% +2K +4.6% $17.31 -20.2%
285 PHM PULTE GROUP INC Consumer Cyclical 7,265.0 $852K 0.03% +127.0 +1.8% $117.25 -7.3%
286 MUB ISHARES TR 7,909.0 $847K 0.03% +81.0 +1.0% $107.12 -1.2%
287 RDVY FIRST TR EXCHANGE TRADED FD 12,160.0 $845K 0.03% +1K +12.0% $69.47 +5.5%
288 SPYV SPDR SERIES TRUST 14,848.0 $844K 0.03% +1K +7.3% $56.81 +5.4%
289 NRG NRG ENERGY INC Utilities 5,243.0 $835K 0.03% +1K +34.5% $159.25 -22.3%
290 XHB SPDR SERIES TRUST 8,020.0 $826K 0.03% +654.0 +8.9% $102.96 -8.9%
291 ANNALY CAPITAL MANAGEMENT IN 36,818.0 $823K 0.03% +1K +3.0% $22.36
292 IAGG ISHARES TR 16,429.0 $822K 0.03% +286.0 +1.8% $50.01 -0.6%
293 IBDW ISHARES TR 38,629.0 $817K 0.03% +19K +95.3% $21.15 -2.3%
294 PNC PNC FINL SVCS GROUP INC Financial Services 3,905.0 $815K 0.03% +587.0 +17.7% $208.76 +1.4%
295 GSSC GOLDMAN SACHS ETF TR 10,777.0 $815K 0.03% +5K +94.6% $75.63 +7.2%
296 LEN LENNAR CORP Consumer Cyclical 7,752.0 $797K 0.03% +314.0 +4.2% $102.80 -20.8%
297 BAX BAXTER INTL INC Healthcare 41,314.0 $790K 0.03% +17K +66.7% $19.11 -7.5%
298 FOXA FOX CORP Communication Services 10,758.0 $786K 0.03% +141.0 +1.3% $73.07 -10.7%
299 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 10,135.0 $769K 0.03% +1K +16.4% $75.91 -28.5%
300 WSM WILLIAMS SONOMA INC Consumer Cyclical 4,216.0 $753K 0.03% +99.0 +2.4% $178.61 -6.6%
Page 15 of 27  ·  531 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%