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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 4 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FIRST TR EXCHANGE-TRADED FD 6,158.0 $335K 0.01% NEW $54.40
62 TDY TELEDYNE TECHNOLOGIES INC Technology 499.0 $333K 0.01% NEW $666.90 +0.1%
63 FITB FIFTH THIRD BANCORP Financial Services 5,733.0 $323K 0.01% NEW $56.37 +1.5%
64 NOVT NOVANTA INC Technology 1,988.0 $323K 0.01% NEW $162.24 -0.8%
65 ENVX ENOVIX CORPORATION Industrials 52,845.0 $321K 0.01% NEW $6.07 -47.4%
66 JMEE J P MORGAN EXCHANGE TRADED F 4,072.0 $318K 0.01% NEW $78.03 +1.0%
67 BDYN BLACKROCK ETF TRUST 11,275.0 $313K 0.01% NEW $27.74 +2.0%
68 GRNY TIDAL TRUST I 11,285.0 $312K 0.01% NEW $27.65 +0.4%
69 EDGU ADVISORS INNER CIRCLE FD II 9,440.0 $302K 0.01% NEW $32.00 +0.5%
70 ENTG ENTEGRIS INC Technology 1,672.0 $301K 0.01% NEW $179.85 -17.3%
71 VIKING HOLDINGS LTD 2,847.0 $298K 0.01% NEW $104.67
72 GNRC GENERAC HLDGS INC Industrials 1,009.0 $295K 0.01% NEW $292.81 -27.3%
73 FDV FEDERATED HERMES ETF TRUST 9,331.0 $293K 0.01% NEW $31.39 +7.7%
74 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,864.0 $285K 0.01% NEW $152.96 -19.2%
75 BE BLOOM ENERGY CORP Industrials 940.0 $285K 0.01% NEW $302.70 -31.1%
76 MISL FIRST TR EXCHANGE-TRADED FD 6,193.0 $283K 0.01% NEW $45.77 +3.8%
77 GPIX GOLDMAN SACHS ETF TR 5,028.0 $279K 0.01% NEW $55.57 +1.0%
78 SMITHFIELD FOODS INC 11,403.0 $277K 0.01% NEW $24.26
79 SPYD SPDR SERIES TRUST 5,757.0 $275K 0.01% NEW $47.71 +5.0%
80 SFLR INNOVATOR ETFS TRUST 7,115.0 $274K 0.01% NEW $38.58 +1.0%
Page 4 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%