Portfolio (Quarterly)
Guide ↗
Sowell Financial Services LLC
· CIK 0001633697| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 113,665 | $13.7M | 0.50% | SOLD |
| 2 | XME | SPDR SERIES TRUST | — | 22,574 | $2.3M | 0.09% | SOLD |
| 3 | DNP | DNP SELECT INCOME FD INC | Financial Services | 222,917 | $2.2M | 0.08% | SOLD |
| 4 | HON | HONEYWELL INTL INC | Industrials | 11,121 | $2.2M | 0.08% | SOLD |
| 5 | OND | PROSHARES TR | — | 44,898 | $1.8M | 0.07% | SOLD |
| 6 | PAHC | PHIBRO ANIMAL HEALTH CORP | Healthcare | 49,238 | $1.8M | 0.07% | SOLD |
| 7 | UNM | UNUM GROUP | Financial Services | 23,651 | $1.8M | 0.07% | SOLD |
| 8 | — | ASTRAZENECA PLC | — | 17,074 | $1.6M | 0.06% | SOLD |
| 9 | IXP | ISHARES TR | — | 12,738 | $1.5M | 0.06% | SOLD |
| 10 | CCJ | CAMECO CORP | Energy | 15,256 | $1.4M | 0.05% | SOLD |
| 11 | BKR | BAKER HUGHES COMPANY | Energy | 28,345 | $1.3M | 0.05% | SOLD |
| 12 | JPC | NUVEEN PFD & INCOME OPPORTUN | Financial Services | 154,997 | $1.3M | 0.05% | SOLD |
| 13 | FCNCA | FIRST CTZNS BANCSHARES INC D | Financial Services | 561 | $1.2M | 0.04% | SOLD |
| 14 | — | NEW GOLD INC CDA | — | 100,000 | $871K | 0.03% | SOLD |
| 15 | PHM | PULTE GROUP INC | Consumer Cyclical | 7,265 | $852K | 0.03% | SOLD |
| 16 | SPYV | SPDR SERIES TRUST | — | 14,848 | $844K | 0.03% | SOLD |
| 17 | XHB | SPDR SERIES TRUST | — | 8,020 | $826K | 0.03% | SOLD |
| 18 | SHV | ISHARES TR | — | 7,291 | $803K | 0.03% | SOLD |
| 19 | LEN | LENNAR CORP | Consumer Cyclical | 7,752 | $797K | 0.03% | SOLD |
| 20 | LYFT | LYFT INC | Technology | 38,629 | $748K | 0.03% | SOLD |
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%