Portfolio (Quarterly)
Guide ↗
Sowell Financial Services LLC
· CIK 0001633697| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | — | 156,883 | $4.0M | 0.15% | SOLD |
| 2 | IDMO | INVESCO EXCH TRADED FD TR II | — | 67,391 | $3.6M | 0.14% | SOLD |
| 3 | KBE | SPDR SERIES TRUST | — | 60,010 | $3.6M | 0.14% | SOLD |
| 4 | FUTY | FIDELITY COVINGTON TRUST | — | 47,580 | $2.7M | 0.10% | SOLD |
| 5 | GOAU | ETF SER SOLUTIONS | — | 50,820 | $2.0M | 0.08% | SOLD |
| 6 | — | MR COOPER GROUP INC | — | 7,840 | $1.7M | 0.06% | SOLD |
| 7 | BBW | BUILD-A-BEAR WORKSHOP INC | Consumer Cyclical | 24,455 | $1.6M | 0.06% | SOLD |
| 8 | — | ISHARES TR | — | 67,063 | $1.6M | 0.06% | SOLD |
| 9 | IGIC | INTL GNRL INSURANCE HLDNGS L | Financial Services | 57,580 | $1.3M | 0.05% | SOLD |
| 10 | ESQ | ESQUIRE FINL HLDGS INC | Financial Services | 12,388 | $1.3M | 0.05% | SOLD |
| 11 | ARKF | ARK ETF TR | — | 21,058 | $1.2M | 0.05% | SOLD |
| 12 | VXX | BARCLAYS BANK PLC | Financial Services | 30,108 | $998K | 0.04% | SOLD |
| 13 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 10,327 | $969K | 0.04% | SOLD |
| 14 | PGF | INVESCO EXCHANGE TRADED FD T | — | 59,808 | $874K | 0.03% | SOLD |
| 15 | ODC | OIL DRI CORP AMER | Basic Materials | 10,760 | $657K | 0.03% | SOLD |
| 16 | AN | AUTONATION INC | Consumer Cyclical | 2,923 | $639K | 0.03% | SOLD |
| 17 | JETS | ETF SER SOLUTIONS | — | 22,817 | $562K | 0.02% | SOLD |
| 18 | COPX | GLOBAL X FDS | — | 8,269 | $495K | 0.02% | SOLD |
| 19 | UL | UNILEVER PLC | Consumer Defensive | 8,341 | $494K | 0.02% | SOLD |
| 20 | NTNX | NUTANIX INC | Technology | 6,611 | $492K | 0.02% | SOLD |
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%