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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 22 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 THRO BLACKROCK ETF TRUST 9,608.0 $370K 0.01% +227.0 +2.4% $38.56 +9.2%
422 NVT NVENT ELECTRIC PLC Industrials 3,629.0 $370K 0.01% +1K +39.4% $101.97 +58.8%
423 PPL PPL CORP Utilities 10,524.0 $369K 0.01% +637.0 +6.4% $35.02 -0.6%
424 AON AON PLC Financial Services 1,017.0 $359K 0.01% +59.0 +6.2% $352.82 -8.1%
425 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,401.0 $359K 0.01% +20.0 +1.4% $256.03 -5.6%
426 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 1,738.0 $357K 0.01% +65.0 +3.9% $205.60 +4.6%
427 VTIP VANGUARD MALVERN FDS 7,042.0 $348K 0.01% +667.0 +10.5% $49.46 +1.9%
428 CMS CMS ENERGY CORP Utilities 4,977.0 $348K 0.01% +110.0 +2.3% $69.93 +3.0%
429 AME AMETEK INC Industrials 1,687.0 $346K 0.01% +240.0 +16.6% $205.26 +10.4%
430 IDEV ISHARES TR 4,194.0 $346K 0.01% +64.0 +1.6% $82.48 +7.0%
431 IYF ISHARES TR 2,678.0 $345K 0.01% +280.0 +11.7% $128.93 -4.8%
432 PETROLEO BRASILEIRO SA PETRO 30,587.0 $345K 0.01% +18K +138.8% $11.27
433 SHW SHERWIN WILLIAMS CO Basic Materials 1,057.0 $343K 0.01% +29.0 +2.8% $324.16 -6.7%
434 TEL TE CONNECTIVITY PLC Technology 1,503.0 $342K 0.01% +104.0 +7.4% $227.55 -12.0%
435 CTVA CORTEVA INC Basic Materials 5,078.0 $340K 0.01% +1K +40.0% $67.03 +21.8%
436 MSCI MSCI INC Financial Services 593.0 $340K 0.01% +37.0 +6.7% $573.89 +0.7%
437 FTAI AVIATION LTD 1,721.0 $339K 0.01% +10.0 +0.6% $196.85
438 ACGL ARCH CAP GROUP LTD Financial Services 3,520.0 $338K 0.01% +737.0 +26.5% $95.92 -0.1%
439 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 17,436.0 $337K 0.01% +3K +17.9% $19.33 +13.1%
440 FSK FS KKR CAP CORP Financial Services 22,413.0 $332K 0.01% +165.0 +0.7% $14.81 -27.2%
Page 22 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%