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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 32 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 PTC PTC INC Technology 3,062.0 $533K 0.02% -33.0 -1.1% $174.21 -15.1%
622 STRL STERLING INFRASTRUCTURE INC Industrials 1,741.0 $533K 0.02% -164.0 -8.6% $306.23 +145.6%
623 BKLN INVESCO EXCH TRADED FD TR II 25,343.0 $532K 0.02% +1K +4.1% $21.00 -2.4%
624 MELI MERCADOLIBRE INC Consumer Cyclical 264.0 $532K 0.02% -32.0 -10.8% $2014.26 -16.7%
625 CB CHUBB LIMITED Financial Services 1,703.0 $532K 0.02% +319.0 +23.1% $312.18 +5.8%
626 SMR NUSCALE PWR CORP Utilities 37,442.0 $531K 0.02% +6K +18.1% $14.17 -26.7%
627 VHT VANGUARD WORLD FD 1,841.0 $530K 0.02% +611.0 +49.7% $287.85 -3.9%
628 DG DOLLAR GEN CORP NEW Consumer Defensive 3,989.0 $530K 0.02% +853.0 +27.2% $132.77 -20.9%
629 BANK AMERICA CORP 421.0 $527K 0.02% $1252.00
630 RJF RAYMOND JAMES FINL INC Financial Services 3,243.0 $521K 0.02% $160.58 -5.3%
631 RS RELIANCE INC Basic Materials 1,799.0 $520K 0.02% +67.0 +3.9% $288.81 +25.4%
632 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 22,189.0 $517K 0.02% +112.0 +0.5% $23.31 -2.6%
633 JLL JONES LANG LASALLE INC Real Estate 1,535.0 $516K 0.02% -21.0 -1.4% $336.47 -12.9%
634 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,059.0 $516K 0.02% +99.0 +10.3% $487.22 +15.7%
635 DVN DEVON ENERGY CORP NEW Energy 14,077.0 $516K 0.02% +1K +11.1% $36.63 +28.6%
636 VGSH VANGUARD SCOTTSDALE FDS 8,760.0 $514K 0.02% +393.0 +4.7% $58.73 -0.8%
637 RF REGIONS FINANCIAL CORP NEW Financial Services 18,885.0 $512K 0.02% +270.0 +1.4% $27.10 +1.6%
638 SCHB SCHWAB STRATEGIC TR 19,457.0 $510K 0.02% $26.23 +9.0%
639 BP BP PLC Energy 14,691.0 $510K 0.02% -235.0 -1.6% $34.73 +29.2%
640 SPHQ INVESCO EXCHANGE TRADED FD T 6,790.0 $510K 0.02% $75.05 +11.5%
Page 32 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%