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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 24 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 20,684.0 $896K 0.03% NEW $43.30 +65.3%
462 HNDL STRATEGY SHS 40,189.0 $885K 0.03% $22.02 +3.2%
463 ITW ILLINOIS TOOL WKS INC Industrials 3,550.0 $874K 0.03% -302.0 -7.8% $246.32 +0.9%
464 NEW GOLD INC CDA 100,000.0 $871K 0.03% $8.71
465 EXC EXELON CORP Utilities 19,977.0 $871K 0.03% -522.0 -2.5% $43.59 +3.1%
466 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 18,556.0 $866K 0.03% +1K +6.7% $46.68 -7.9%
467 CNP CENTERPOINT ENERGY INC Utilities 22,576.0 $866K 0.03% -5K -19.1% $38.34 +10.8%
468 MDT MEDTRONIC PLC Healthcare 9,004.0 $865K 0.03% +197.0 +2.2% $96.06 -19.2%
469 LIN LINDE PLC Basic Materials 2,027.0 $864K 0.03% +198.0 +10.8% $426.37 +18.8%
470 NEBIUS GROUP N.V. 10,237.0 $857K 0.03% +3K +43.1% $83.70
471 GSIE GOLDMAN SACHS ETF TR 19,860.0 $853K 0.03% -1K -5.2% $42.94 +6.1%
472 CAG CONAGRA BRANDS INC Consumer Defensive 49,257.0 $853K 0.03% +2K +4.6% $17.31 -20.1%
473 PHM PULTE GROUP INC Consumer Cyclical 7,265.0 $852K 0.03% +127.0 +1.8% $117.25 -1.8%
474 TMUS T-MOBILE US INC Communication Services 4,185.0 $850K 0.03% -3K -45.1% $203.04 -6.2%
475 MUB ISHARES TR 7,909.0 $847K 0.03% +81.0 +1.0% $107.12 -1.1%
476 RDVY FIRST TR EXCHANGE TRADED FD 12,160.0 $845K 0.03% +1K +12.0% $69.47 +7.1%
477 LRGF ISHARES TR 12,165.0 $845K 0.03% -344.0 -2.8% $69.43 +6.7%
478 SPYV SPDR SERIES TRUST 14,848.0 $844K 0.03% +1K +7.3% $56.81 +6.3%
479 OGS ONE GAS INC Utilities 10,838.0 $837K 0.03% $77.25 +7.0%
480 NRG NRG ENERGY INC Utilities 5,243.0 $835K 0.03% +1K +34.5% $159.25 -17.0%
Page 24 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%