Portfolio (Quarterly)
Guide ↗
Sowell Financial Services LLC
· CIK 0001633697| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | MSCI | MSCI INC | Financial Services | 593 | $340K | 0.01% | SOLD |
| 42 | ACGL | ARCH CAP GROUP LTD | Financial Services | 3,520 | $338K | 0.01% | SOLD |
| 43 | EMN | EASTMAN CHEM CO | Basic Materials | 5,138 | $328K | 0.01% | SOLD |
| 44 | INTA | INTAPP INC | Technology | 6,797 | $311K | 0.01% | SOLD |
| 45 | TTD | THE TRADE DESK INC | Technology | 7,979 | $303K | 0.01% | SOLD |
| 46 | — | ADVISORS INNER CIRCLE FD II | — | 9,952 | $303K | 0.01% | SOLD |
| 47 | — | EXACT SCIENCES CORP | — | 2,966 | $301K | 0.01% | SOLD |
| 48 | VRSK | VERISK ANALYTICS INC | Industrials | 1,305 | $292K | 0.01% | SOLD |
| 49 | DBEF | DBX ETF TR | — | 5,968 | $287K | 0.01% | SOLD |
| 50 | G | GENPACT LIMITED | Technology | 6,108 | $286K | 0.01% | SOLD |
| 51 | TLH | ISHARES TR | — | 2,784 | $283K | 0.01% | SOLD |
| 52 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 1,364 | $277K | 0.01% | SOLD |
| 53 | OMC | OMNICOM GROUP INC | Communication Services | 3,388 | $274K | 0.01% | SOLD |
| 54 | MOTI | VANECK ETF TRUST | — | 7,409 | $272K | 0.01% | SOLD |
| 55 | EUFN | ISHARES TR | — | 7,320 | $272K | 0.01% | SOLD |
| 56 | JCE | NUVEEN CORE EQUITY ALPHA FD | Financial Services | 16,957 | $270K | 0.01% | SOLD |
| 57 | GFI | GOLD FIELDS LTD | Basic Materials | 6,075 | $265K | 0.01% | SOLD |
| 58 | IYG | ISHARES TR | — | 2,875 | $265K | 0.01% | SOLD |
| 59 | — | CADENCE BANK | — | 6,141 | $263K | 0.01% | SOLD |
| 60 | PTY | PIMCO CORPORATE & INCOME OPP | Financial Services | 20,305 | $262K | 0.01% | 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%