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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 5 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FSMB FIRST TR EXCH TRADED FD III 79,359.0 $1.6M 0.06% -38K -32.6% $20.04 -0.5%
82 ASTRAZENECA PLC 17,074.0 $1.6M 0.06% -1K -7.3% $91.93
83 MRVL MARVELL TECHNOLOGY INC Technology 18,243.0 $1.6M 0.06% -1K -7.3% $84.98 +109.9%
84 PAAS PAN AMERN SILVER CORP Basic Materials 29,784.0 $1.5M 0.06% -2K -5.7% $51.81 +9.8%
85 OKLO OKLO INC Utilities 21,315.0 $1.5M 0.06% -5K -18.6% $71.76 -17.1%
86 DEI DOUGLAS EMMETT INC Real Estate 136,385.0 $1.5M 0.06% -3K -2.1% $10.99 +7.5%
87 WM WASTE MGMT INC DEL Industrials 6,820.0 $1.5M 0.06% -1K -14.5% $219.71 +0.1%
88 ERC ALLSPRING MULTI SECTOR INCOM Financial Services 159,867.0 $1.5M 0.06% -2K -1.5% $9.30 -3.2%
89 JEPQ J P MORGAN EXCHANGE TRADED F 25,244.0 $1.5M 0.05% -39K -60.9% $58.12 +2.9%
90 COWZ PACER FDS TR 23,595.0 $1.4M 0.05% -25K -51.6% $60.17 +4.4%
91 TPSC TIMOTHY PLAN 33,189.0 $1.4M 0.05% -30K -47.6% $41.45 +6.9%
92 ANET ARISTA NETWORKS INC Technology 10,208.0 $1.3M 0.05% -3K -22.2% $131.03 +8.7%
93 SRE SEMPRA Utilities 14,885.0 $1.3M 0.05% -196.0 -1.3% $88.29 +2.7%
94 BORR DRILLING LTD 321,944.0 $1.3M 0.05% -3K -0.9% $4.03
95 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,814.0 $1.3M 0.05% -1K -29.9% $453.42 -4.0%
96 ASML ASML HOLDING N V Technology 1,192.0 $1.3M 0.05% -35.0 -2.9% $1069.61 +40.9%
97 DHR DANAHER CORPORATION Healthcare 5,563.0 $1.3M 0.05% -63.0 -1.1% $228.93 -29.1%
98 FIX COMFORT SYS USA INC Industrials 1,352.0 $1.3M 0.05% -110.0 -7.5% $933.58 +107.1%
99 MPC MARATHON PETE CORP Energy 7,632.0 $1.2M 0.05% -149.0 -1.9% $162.62 +54.4%
100 KMI KINDER MORGAN INC DEL Energy 44,554.0 $1.2M 0.04% -4K -9.2% $27.49 +21.5%
Page 5 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%