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Portfolio (Quarterly) Guide ↗

Sowell Financial Services LLC

· CIK 0001633697
13F Portfolio $3.1B AUM 1,162 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 185 New 498 Added 415 Reduced 129 Exited
Page 1 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGGH SIMPLIFY EXCHANGE TRADED FUN 1,219,756.0 $24.6M 0.80% NEW $20.17 -1.7%
2 HYGH ISHARES U S ETF TR 54,724.0 $4.7M 0.15% NEW $86.61 -0.1%
3 CTA SIMPLIFY EXCHANGE TRADED FUN 116,223.0 $3.0M 0.10% NEW $25.94 +7.5%
4 PDBA INVESCO ACTVELY MNGD ETC FD 84,015.0 $3.0M 0.10% NEW $35.62 +5.3%
5 BELFB BEL FUSE INC Technology 7,793.0 $2.6M 0.09% NEW $333.04 -10.5%
6 OPPE WISDOMTREE TR 43,868.0 $2.4M 0.08% NEW $55.81 +8.0%
7 AGX ARGAN INC Industrials 2,892.0 $2.3M 0.07% NEW $798.57 -26.2%
8 VTWV VANGUARD SCOTTSDALE FDS 11,666.0 $2.3M 0.07% NEW $195.43 +2.3%
9 XCEM COLUMBIA ETF TR II 38,020.0 $2.0M 0.07% NEW $52.88 -3.0%
10 PLPC PREFORMED LINE PRODS CO Industrials 4,615.0 $1.9M 0.06% NEW $410.56 +15.7%
11 AZN ASTRAZENECA PLC Healthcare 8,906.0 $1.7M 0.06% NEW $189.62 -17.3%
12 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 38,077.0 $1.5M 0.05% NEW $39.57 +10.1%
13 ORA ORMAT TECHNOLOGIES INC Utilities 13,812.0 $1.5M 0.05% NEW $108.90 +4.6%
14 WDC WESTERN DIGITAL CORP Technology 2,234.0 $1.4M 0.05% NEW $638.58 -16.1%
15 GMAY FIRST TR EXCHNG TRADED FD VI 32,000.0 $1.4M 0.04% NEW $43.04 +2.1%
16 PINNACLE FINL PARTNERS INC 11,278.0 $1.1M 0.04% NEW $100.88
17 VYMI VANGUARD WHITEHALL FDS 11,477.0 $1.1M 0.04% NEW $98.20 +6.3%
18 GAPR FIRST TR EXCHNG TRADED FD VI 18,580.0 $774K 0.03% NEW $41.67 +1.8%
19 DXYZ DESTINY TECH100 INC 28,665.0 $738K 0.02% NEW $25.76 +32.0%
20 CVE CENOVUS ENERGY INC Energy 29,707.0 $737K 0.02% NEW $24.81 +29.5%
Page 1 of 10  ·  185 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 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%