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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 21 of 59  ·  1,162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SRE SEMPRA Utilities 13,978.0 $1.3M 0.04% -907.0 -6.1% $92.71 -6.0%
402 CRH PLC 12,005.0 $1.3M 0.04% +89.0 +0.8% $107.00
403 FVD FIRST TR EXCHANGE-TRADED FD 26,546.0 $1.3M 0.04% -5K -15.5% $48.18 +5.0%
404 DFAR DIMENSIONAL ETF TRUST 48,478.0 $1.3M 0.04% +970.0 +2.0% $26.16 +0.5%
405 SCHW SCHWAB CHARLES CORP Financial Services 13,600.0 $1.3M 0.04% -349.0 -2.5% $92.27 +21.0%
406 XBI SPDR SERIES TRUST 7,924.0 $1.3M 0.04% -415.0 -5.0% $158.26 +1.2%
407 CRM SALESFORCE INC Technology 7,989.0 $1.3M 0.04% -1K -13.4% $156.67 +25.2%
408 PWR QUANTA SVCS INC Industrials 1,737.0 $1.3M 0.04% +51.0 +3.0% $719.91 -3.3%
409 GD GENERAL DYNAMICS CORP Industrials 3,492.0 $1.2M 0.04% +204.0 +6.2% $354.29 +11.1%
410 RDVY FIRST TR EXCHANGE TRADED FD 15,260.0 $1.2M 0.04% +3K +25.5% $81.06 +2.2%
411 FMB FIRST TR EXCH TRADED FD III 24,002.0 $1.2M 0.04% +191.0 +0.8% $51.37 -2.0%
412 AVDE AMERICAN CENTY ETF TR 13,750.0 $1.2M 0.04% +6K +78.2% $89.20 +4.5%
413 ANNALY CAPITAL MANAGEMENT IN 54,808.0 $1.2M 0.04% +18K +48.9% $22.36
414 SPTM SPDR SERIES TRUST 13,456.0 $1.2M 0.04% -1K -7.7% $90.79 +2.6%
415 OKLO OKLO INC Utilities 23,313.0 $1.2M 0.04% +2K +9.4% $52.33 -21.0%
416 GAP GAP INC Consumer Cyclical 65,149.0 $1.2M 0.04% +7K +11.9% $18.68 +7.5%
417 VGSH VANGUARD SCOTTSDALE FDS 20,870.0 $1.2M 0.04% +12K +138.2% $58.20 -0.1%
418 BKNG BOOKING HOLDINGS INC Consumer Cyclical 6,665.0 $1.2M 0.04% +7K +5695.6% $178.23 +16.8%
419 CENCORA INC 4,188.0 $1.2M 0.04% -610.0 -12.7% $282.95
420 NOC NORTHROP GRUMMAN CORP Industrials 2,319.0 $1.2M 0.04% +91.0 +4.1% $509.38 +15.7%
Page 21 of 59  ·  1,162 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%