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Portfolio (Quarterly) Guide ↗

Sowell Financial Services LLC

· CIK 0001633697
13F Portfolio $2.6B AUM Filed Oct 17, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1068 New
Page 18 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MPC MARATHON PETE CORP Energy 7,781.0 $1.5M 0.06% NEW $192.75 +34.6%
342 DKS DICKS SPORTING GOODS INC Consumer Cyclical 6,575.0 $1.5M 0.06% NEW $222.22 -2.6%
343 MINT PIMCO ETF TR 14,502.0 $1.5M 0.06% NEW $100.69 -0.1%
344 DIVI FRANKLIN TEMPLETON ETF TR 38,936.0 $1.5M 0.06% NEW $37.31 +12.8%
345 CMCSA COMCAST CORP NEW Communication Services 46,200.0 $1.5M 0.06% NEW $31.42 -21.1%
346 FLEX FLEX LTD Technology 24,891.0 $1.4M 0.06% NEW $57.97 +123.8%
347 FVD FIRST TR EXCHANGE-TRADED FD 31,057.0 $1.4M 0.06% NEW $46.24 +2.2%
348 JJSF J & J SNACK FOODS CORP Consumer Defensive 14,823.0 $1.4M 0.06% NEW $96.09 -23.7%
349 ASTRAZENECA PLC 18,415.0 $1.4M 0.05% NEW $76.72
350 PDP INVESCO EXCHANGE TRADED FD T 11,894.0 $1.4M 0.05% NEW $118.05 +15.2%
351 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 13,017.0 $1.4M 0.05% NEW $107.81 -14.9%
352 CRH PLC 11,645.0 $1.4M 0.05% NEW $119.90
353 KMI KINDER MORGAN INC DEL Energy 49,043.0 $1.4M 0.05% NEW $28.31 +19.3%
354 RWEM ADVISORS INNER CIRCLE FD III 48,925.0 $1.4M 0.05% NEW $28.14 +21.7%
355 USIG ISHARES TR 26,334.0 $1.4M 0.05% NEW $52.22 -3.2%
356 INTU INTUIT Technology 2,008.0 $1.4M 0.05% NEW $682.94 -41.0%
357 USHY ISHARES TR 36,020.0 $1.4M 0.05% NEW $37.78 -2.9%
358 SRE SEMPRA Utilities 15,081.0 $1.4M 0.05% NEW $89.98 +0.3%
359 MSTR STRATEGY INC Technology 4,194.0 $1.4M 0.05% NEW $322.21 -48.3%
360 APP APPLOVIN CORP Technology 1,861.0 $1.3M 0.05% NEW $718.68 -33.6%
Page 18 of 54  ·  1,068 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 28.5%
Financial Services 26.2%
Consumer Cyclical 9.0%
Communication Services 7.2%
Consumer Defensive 6.7%
Healthcare 6.2%
Industrials 6.0%
Energy 4.5%
Utilities 2.4%
Real Estate 1.8%