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Portfolio (Quarterly) Guide ↗

Sowell Financial Services LLC

· CIK 0001633697
13F Portfolio $2.7B AUM 1,106 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 113 New 531 Added 324 Reduced 75 Exited
Page 16 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PDT HANCOCK JOHN PREM DIVID FD Financial Services 16,833.0 $214K 0.01% -4K -18.0% $12.70 +0.2%
302 DT DYNATRACE INC Technology 4,931.0 $214K 0.01% -3K -37.6% $43.34 -11.1%
303 KG KESTREL GROUP LTD Financial Services 20,661.0 $212K 0.01% -3K -10.8% $10.24 +4.7%
304 HEICO CORP NEW 834.0 $211K 0.01% -51.0 -5.8% $252.56
305 KKR KKR & CO INC Financial Services 1,652.0 $211K 0.01% -294.0 -15.1% $127.49 -24.6%
306 SNAP SNAP INC Communication Services 26,006.0 $210K 0.01% -33K -56.1% $8.07 -32.1%
307 EEMV ISHARES INC 3,225.0 $207K 0.01% -17.0 -0.5% $64.04 +11.8%
308 INMD INMODE LTD Healthcare 14,030.0 $206K 0.01% -748.0 -5.1% $14.69 -4.3%
309 VALE VALE S A Basic Materials 15,696.0 $205K 0.01% -3K -14.5% $13.03 +26.7%
310 ZROZ PIMCO ETF TR 3,170.0 $204K 0.01% -120.0 -3.6% $64.25 -6.3%
311 PIPER SANDLER COMPANIES 599.0 $203K 0.01% -23.0 -3.7% $339.60
312 TW TRADEWEB MKTS INC Financial Services 1,891.0 $203K 0.01% -27.0 -1.4% $107.53 +3.1%
313 SPHY SPDR SERIES TRUST 8,518.0 $202K 0.01% -225.0 -2.6% $23.67 -1.5%
314 VICI VICI PPTYS INC Real Estate 7,134.0 $201K 0.01% -4K -35.4% $28.12 -0.4%
315 TGB TASEKO MINES LTD Basic Materials 35,051.0 $198K 0.01% -2K -4.8% $5.66 +20.6%
316 PCQ PIMCO CALIF MUN INCOME FD Financial Services 20,900.0 $182K 0.01% -9K -29.6% $8.73 -0.8%
317 WIW WESTERN AST INFL LKD OPP & I Financial Services 16,633.0 $143K 0.01% -333.0 -2.0% $8.59 -1.0%
318 FTF FRANKLIN LTD DURATION INCOME Financial Services 23,023.0 $142K 0.01% -650.0 -2.8% $6.15 -4.0%
319 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 13,014.0 $139K 0.01% -1K -9.9% $10.69 -5.6%
320 QS QUANTUMSCAPE CORP Consumer Cyclical 12,350.0 $129K 0.01% -334.0 -2.6% $10.42 -27.6%
Page 16 of 17  ·  324 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 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%