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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 16 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DDOG DATADOG INC Technology 3,055.0 $795K 0.03% +624.0 +25.7% $260.36 -5.5%
302 MDT MEDTRONIC PLC Healthcare 10,128.0 $792K 0.03% +1K +12.5% $78.23 +17.7%
303 EOG EOG RES INC Energy 6,055.0 $786K 0.03% +221.0 +3.8% $129.74 +14.6%
304 XAR SPDR SERIES TRUST 2,746.0 $779K 0.03% +214.0 +8.4% $283.80 +2.3%
305 MCO MOODYS CORP Financial Services 1,681.0 $761K 0.03% +125.0 +8.0% $452.98 +7.2%
306 SYF SYNCHRONY FINANCIAL Financial Services 9,998.0 $760K 0.03% +260.0 +2.7% $76.05 +6.0%
307 SOFI SOFI TECHNOLOGIES INC Financial Services 42,378.0 $760K 0.03% +27K +166.9% $17.93 -1.5%
308 EVT EATON VANCE TAX ADVT DIV INC Financial Services 27,347.0 $757K 0.03% +550.0 +2.0% $27.68 +5.7%
309 DVN DEVON ENERGY CORP NEW Energy 18,088.0 $747K 0.02% +4K +28.5% $41.32 +15.8%
310 SHY ISHARES TR 8,960.0 $736K 0.02% +492.0 +5.8% $82.11 -0.1%
311 ADI ANALOG DEVICES INC Technology 1,825.0 $725K 0.02% +297.0 +19.4% $397.21 -5.2%
312 VTIP VANGUARD MALVERN FDS 14,379.0 $722K 0.02% +7K +104.2% $50.23 -0.9%
313 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 37,970.0 $716K 0.02% +14K +55.2% $18.87 +9.7%
314 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,512.0 $715K 0.02% +794.0 +13.9% $109.78 -1.9%
315 SCHZ SCHWAB STRATEGIC TR 30,589.0 $708K 0.02% +2K +6.9% $23.13 -1.6%
316 JOBY JOBY AVIATION INC Industrials 78,651.0 $702K 0.02% +31K +64.2% $8.92 -14.2%
317 SPHQ INVESCO EXCHANGE TRADED FD T 7,756.0 $699K 0.02% +966.0 +14.2% $90.10 -3.8%
318 SPTS SPDR SERIES TRUST 23,937.0 $694K 0.02% +723.0 +3.1% $29.01 -0.2%
319 ROK ROCKWELL AUTOMATION INC Industrials 1,392.0 $689K 0.02% +203.0 +17.1% $495.13 -12.4%
320 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 7,143.0 $686K 0.02% +199.0 +2.9% $95.98 +33.6%
Page 16 of 25  ·  498 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%