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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 2 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GSLC GOLDMAN SACHS ETF TR 67,547.0 $9.6M 0.31% -12K -15.4% $141.89 +4.1%
22 USMV ISHARES TR 98,759.0 $9.5M 0.31% -7K -6.7% $96.46 +4.1%
23 SBUX STARBUCKS CORP Consumer Cyclical 86,446.0 $8.8M 0.29% -4K -4.7% $102.19 +5.6%
24 WFC WELLS FARGO & CO Financial Services 103,291.0 $8.5M 0.28% -3K -2.7% $82.64 +5.9%
25 DIA STATE STR SPDR DOW JONES IND Financial Services 16,278.0 $8.5M 0.28% -2K -9.2% $522.38 +2.3%
26 UPS UNITED PARCEL SVCS INC Industrials 79,005.0 $8.5M 0.28% -4K -4.4% $107.50 -5.1%
27 APH AMPHENOL CORP Technology 45,258.0 $8.0M 0.26% -3K -5.8% $176.32 -3.1%
28 PM PHILIP MORRIS INTL INC Consumer Defensive 43,246.0 $7.8M 0.26% -1K -3.1% $180.91 +2.0%
29 VCIT VANGUARD SCOTTSDALE FDS 92,688.0 $7.7M 0.25% -5K -5.1% $82.65 -2.0%
30 VIG VANGUARD SPECIALIZED FUNDS 32,128.0 $7.6M 0.25% -2K -4.9% $236.62 +3.3%
31 IJR ISHARES TR 49,770.0 $7.4M 0.24% -882.0 -1.7% $148.31 +1.0%
32 VZ VERIZON COMMUNICATIONS INC Communication Services 170,572.0 $7.2M 0.24% -3K -2.0% $42.34 +13.5%
33 IJS ISHARES TR 52,487.0 $7.2M 0.23% -4K -7.0% $136.68 +2.3%
34 MO ALTRIA GROUP INC Consumer Defensive 97,813.0 $7.0M 0.23% -2K -2.2% $71.95 -11.1%
35 AMAT APPLIED MATLS INC Technology 9,549.0 $6.9M 0.23% -2K -20.7% $722.96 -26.0%
36 DFAC DIMENSIONAL ETF TRUST 153,627.0 $6.8M 0.22% -3K -2.1% $44.36 +3.8%
37 IAU ISHARES GOLD TR Financial Services 89,851.0 $6.8M 0.22% -115K -56.1% $75.51 +10.1%
38 HACK AMPLIFY ETF TR 63,504.0 $6.7M 0.22% -22K -25.6% $104.93 +10.1%
39 HD HOME DEPOT INC Consumer Cyclical 18,331.0 $6.5M 0.21% -2K -9.1% $352.68 -4.2%
40 TLT ISHARES TR 73,594.0 $6.4M 0.21% -3K -4.2% $86.42 -5.9%
Page 2 of 21  ·  415 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%