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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 10 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 COF CAPITAL ONE FINL CORP Financial Services 12,962.0 $3.1M 0.12% $242.36 -24.5%
182 IMCB ISHARES TR 37,891.0 $3.1M 0.12% $82.73 +8.6%
183 VEA VANGUARD TAX-MANAGED FDS 50,022.0 $3.1M 0.12% +2K +4.2% $62.47 +11.0%
184 CAH CARDINAL HEALTH INC Healthcare 15,194.0 $3.1M 0.12% -225.0 -1.5% $205.50 -1.2%
185 FBND FIDELITY MERRIMACK STR TR 67,505.0 $3.1M 0.11% -29K -29.9% $46.04 -2.2%
186 GSUS GOLDMAN SACHS ETF TR 32,775.0 $3.1M 0.11% +12K +58.1% $94.40 +7.5%
187 AMAT APPLIED MATLS INC Technology 12,038.0 $3.1M 0.11% -317.0 -2.6% $257.00 +59.2%
188 FIRST TR EXCHANGE TRADED FD 147,253.0 $3.1M 0.11% +4K +2.7% $20.82
189 IWR ISHARES TR 31,739.0 $3.1M 0.11% +2K +5.2% $96.27 +7.4%
190 ALL ALLSTATE CORP Financial Services 14,567.0 $3.0M 0.11% $208.16 +8.4%
191 EIPI FIRST TR EXCHNG TRADED FD VI 149,738.0 $3.0M 0.11% -6K -4.0% $19.87 +14.8%
192 MU MICRON TECHNOLOGY INC Technology 10,412.0 $3.0M 0.11% -113.0 -1.1% $285.41 +150.5%
193 SPYI NEOS ETF TRUST 56,501.0 $3.0M 0.11% NEW $52.53 +1.8%
194 MKL MARKEL GROUP INC Financial Services 1,367.0 $2.9M 0.11% +23.0 +1.7% $2149.65 -13.3%
195 LOW LOWES COS INC Consumer Cyclical 12,182.0 $2.9M 0.11% +2K +15.5% $241.16 -9.2%
196 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 93,330.0 $2.9M 0.11% +48K +107.6% $31.21 +9.2%
197 TPLC TIMOTHY PLAN 64,046.0 $2.9M 0.11% $45.45 +5.7%
198 SPSM SPDR SERIES TRUST 62,041.0 $2.9M 0.11% +2K +3.1% $46.86 +10.5%
199 FLDR FIDELITY MERRIMACK STR TR 57,865.0 $2.9M 0.11% NEW $50.23 -0.3%
200 HEQT SIMPLIFY EXCHANGE TRADED FUN 90,169.0 $2.9M 0.11% +2K +2.3% $32.05 +3.5%
Page 10 of 56  ·  1,106 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%