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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 5 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PLD PROLOGIS INC. Real Estate 20,237.0 $2.7M 0.09% -2K -7.6% $135.47 +3.8%
82 CWB SPDR SERIES TRUST 25,063.0 $2.7M 0.09% -2K -7.3% $107.82 -1.2%
83 NEE NEXTERA ENERGY INC Utilities 28,521.0 $2.5M 0.08% -731.0 -2.5% $87.77 -1.8%
84 GLD SPDR GOLD TR Financial Services 6,770.0 $2.5M 0.08% -2K -23.7% $368.40 +10.1%
85 CMI CUMMINS INC Industrials 3,472.0 $2.5M 0.08% -257.0 -6.9% $713.20 -10.1%
86 KHC KRAFT HEINZ CO Consumer Defensive 104,819.0 $2.5M 0.08% -37K -26.1% $23.62 +4.8%
87 UNH UNITEDHEALTH GROUP INC Healthcare 5,883.0 $2.4M 0.08% -7K -53.1% $415.61 -4.8%
88 FDN FIRST TR EXCHANGE-TRADED FD 8,919.0 $2.4M 0.08% -321.0 -3.5% $264.73 +8.4%
89 USFR WISDOMTREE TR 46,693.0 $2.4M 0.08% -2K -4.5% $50.35 +0.2%
90 ASML ASML HLDG NV Technology 1,175.0 $2.3M 0.08% -17.0 -1.4% $1989.53 -5.3%
91 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,333.0 $2.3M 0.07% -360.0 -13.4% $965.00 +3.1%
92 XLG INVESCO EXCHANGE TRADED FD T 35,506.0 $2.2M 0.07% -22K -38.7% $61.23 +2.7%
93 SPG SIMON PPTY GROUP INC NEW Real Estate 9,569.0 $2.1M 0.07% -688.0 -6.7% $223.64 -0.9%
94 HYG ISHARES TR 26,481.0 $2.1M 0.07% -2K -6.8% $79.97 -0.5%
95 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,150.0 $2.1M 0.07% -21.0 -0.5% $501.38 +16.8%
96 VBR VANGUARD INDEX FDS 8,512.0 $2.1M 0.07% -762.0 -8.2% $242.98 +2.8%
97 COLB COLUMBIA BKG SYS INC Financial Services 62,697.0 $2.0M 0.07% -10K -13.6% $32.05 +0.9%
98 NEM NEWMONT CORP Basic Materials 21,457.0 $2.0M 0.07% -11K -34.6% $93.40 +28.8%
99 FIX COMFORT SYS USA INC Industrials 996.0 $2.0M 0.06% -356.0 -26.3% $1981.56 -5.1%
100 XLP SELECT SECTOR SPDR TR 23,493.0 $2.0M 0.06% -2K -6.3% $83.07 +1.9%
Page 5 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%