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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 39 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ENFR ALPS ETF TR 11,192.0 $352K 0.01% -1K -10.6% $31.45 +27.0%
762 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,399.0 $350K 0.01% -445.0 -11.6% $102.89 -32.8%
763 VTIP VANGUARD MALVERN FDS 7,042.0 $348K 0.01% +667.0 +10.5% $49.46 +1.7%
764 CMS CMS ENERGY CORP Utilities 4,977.0 $348K 0.01% +110.0 +2.3% $69.93 +4.5%
765 SKYY FIRST TR EXCHANGE TRADED FD 2,667.0 $347K 0.01% -258.0 -8.8% $130.08 -1.5%
766 AME AMETEK INC Industrials 1,687.0 $346K 0.01% +240.0 +16.6% $205.26 +9.1%
767 FELG FIDELITY COVINGTON TRUST 8,297.0 $346K 0.01% -21K -71.9% $41.70 +5.3%
768 IDEV ISHARES TR 4,194.0 $346K 0.01% +64.0 +1.6% $82.48 +8.1%
769 IYF ISHARES TR 2,678.0 $345K 0.01% +280.0 +11.7% $128.93 -4.7%
770 EMBJ EMBRAER S.A. Industrials 5,362.0 $345K 0.01% NEW $64.37 -12.3%
771 PETROLEO BRASILEIRO SA PETRO 30,587.0 $345K 0.01% +18K +138.8% $11.27
772 KEY KEYCORP Financial Services 16,686.0 $344K 0.01% $20.64 +3.5%
773 CW CURTISS WRIGHT CORP Industrials 624.0 $344K 0.01% -65.0 -9.4% $551.57 +31.6%
774 MAS MASCO CORP Industrials 5,416.0 $344K 0.01% $63.46 +4.7%
775 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 4,273.0 $343K 0.01% -252.0 -5.6% $80.29 -2.6%
776 SHW SHERWIN WILLIAMS CO Basic Materials 1,057.0 $343K 0.01% +29.0 +2.8% $324.16 -6.0%
777 TEL TE CONNECTIVITY PLC Technology 1,503.0 $342K 0.01% +104.0 +7.4% $227.55 -11.5%
778 HDUS LATTICE STRATEGIES TR 5,234.0 $341K 0.01% -37.0 -0.7% $65.18 +8.7%
779 CTVA CORTEVA INC Basic Materials 5,078.0 $340K 0.01% +1K +40.0% $67.03 +17.4%
780 MSCI MSCI INC Financial Services 593.0 $340K 0.01% +37.0 +6.7% $573.89 +1.6%
Page 39 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%