Portfolio (Quarterly)
Guide ↗
Sowell Financial Services LLC
· CIK 0001633697| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | FITB | FIFTH THIRD BANCORP | Financial Services | 5,150 | $229K | 0.01% | SOLD |
| 42 | USPH | U S PHYSICAL THERAPY | Healthcare | 2,676 | $227K | 0.01% | SOLD |
| 43 | CGNX | COGNEX CORP | Technology | 4,922 | $223K | 0.01% | SOLD |
| 44 | TTE | TOTALENERGIES SE | Energy | 3,703 | $221K | 0.01% | SOLD |
| 45 | VNO | VORNADO RLTY TR | Real Estate | 5,444 | $221K | 0.01% | SOLD |
| 46 | CLS | CELESTICA INC | Technology | 891 | $220K | 0.01% | SOLD |
| 47 | ADM | ARCHER DANIELS MIDLAND CO | Consumer Defensive | 3,664 | $219K | 0.01% | SOLD |
| 48 | GTES | GATES INDL CORP PLC | Industrials | 8,758 | $217K | 0.01% | SOLD |
| 49 | J | JACOBS SOLUTIONS INC | Industrials | 1,449 | $217K | 0.01% | SOLD |
| 50 | MSTY | TIDAL TRUST II | — | 15,389 | $215K | 0.01% | SOLD |
| 51 | NWSA | NEWS CORP NEW | Communication Services | 6,950 | $213K | 0.01% | SOLD |
| 52 | AVAV | AEROVIRONMENT INC | Industrials | 674 | $212K | 0.01% | SOLD |
| 53 | ALC | ALCON AG | Healthcare | 2,842 | $212K | 0.01% | SOLD |
| 54 | MEDP | MEDPACE HLDGS INC | Healthcare | 407 | $209K | 0.01% | SOLD |
| 55 | BAB | INVESCO EXCH TRADED FD TR II | — | 7,645 | $209K | 0.01% | SOLD |
| 56 | FLJP | FRANKLIN TEMPLETON ETF TR | — | 6,036 | $209K | 0.01% | SOLD |
| 57 | RBLX | ROBLOX CORP | Technology | 1,496 | $207K | 0.01% | SOLD |
| 58 | BSV | VANGUARD BD INDEX FDS | — | 2,604 | $205K | 0.01% | SOLD |
| 59 | IDA | IDACORP INC | Utilities | 1,528 | $202K | 0.01% | SOLD |
| 60 | ZS | ZSCALER INC | Technology | 673 | $202K | 0.01% | 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%