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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 35 of 59  ·  1,162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 IEUR ISHARES TR 6,065.0 $456K 0.01% +1K +31.9% $75.17 +3.5%
682 CAVA CAVA GROUP INC Consumer Cyclical 5,795.0 $455K 0.01% $78.49 -8.2%
683 GSST GOLDMAN SACHS ETF TR 8,960.0 $453K 0.01% NEW $50.58 -0.1%
684 SPMD SPDR SERIES TRUST 6,704.0 $453K 0.01% +1K +18.6% $67.56 -1.0%
685 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,361.0 $450K 0.01% +196.0 +16.8% $330.46 -0.3%
686 ENR ENERGIZER HLDGS INC Industrials 20,899.0 $448K 0.01% -164.0 -0.8% $21.44 -2.1%
687 ARM ARM HOLDINGS PLC Technology 1,262.0 $448K 0.01% NEW $354.66 -29.3%
688 MAS MASCO CORP Industrials 5,484.0 $446K 0.01% +68.0 +1.3% $81.37 -9.8%
689 SMCI SUPER MICRO COMPUTER INC Technology 15,190.0 $446K 0.01% +2K +15.7% $29.33 +24.4%
690 MOS MOSAIC CO Basic Materials 21,016.0 $445K 0.01% +4K +26.1% $21.19 +10.2%
691 BBJP J P MORGAN EXCHANGE TRADED F 5,888.0 $443K 0.01% -846.0 -12.6% $75.31 +1.1%
692 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,692.0 $442K 0.01% +463.0 +20.8% $164.27 -2.5%
693 CMF ISHARES TR 7,644.0 $441K 0.01% +531.0 +7.5% $57.64 -1.8%
694 TSCO TRACTOR SUPPLY CO Consumer Cyclical 13,928.0 $440K 0.01% $31.61 +10.9%
695 FOXA FOX CORP Communication Services 8,319.0 $434K 0.01% -2K -22.7% $52.16 +30.3%
696 XTEN BONDBLOXX ETF TRUST 9,494.0 $433K 0.01% +108.0 +1.1% $45.58 -2.6%
697 MPWR MONOLITHIC PWR SYS INC Technology 312.0 $432K 0.01% -41.0 -11.6% $1384.49 -5.3%
698 BP BP PLC Energy 11,681.0 $432K 0.01% -3K -20.5% $36.95 +22.2%
699 BSX BOSTON SCIENTIFIC CORP Healthcare 10,098.0 $431K 0.01% +4K +73.1% $42.68 +15.7%
700 ADSK AUTODESK INC Technology 2,204.0 $428K 0.01% -190.0 -7.9% $194.41 +29.1%
Page 35 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%