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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 4 of 59  ·  1,162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRK MERCK & CO INC Healthcare 75,015.0 $9.6M 0.32% +3K +3.7% $128.50 +5.8%
62 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 20,143.0 $9.6M 0.31% +457.0 +2.3% $477.56 -9.8%
63 GSLC GOLDMAN SACHS ETF TR 67,547.0 $9.6M 0.31% -12K -15.4% $141.89 +4.1%
64 USMV ISHARES TR 98,759.0 $9.5M 0.31% -7K -6.7% $96.46 +4.1%
65 IWD ISHARES TR 38,915.0 $9.4M 0.31% +3K +9.4% $242.43 +5.9%
66 OKE ONEOK INC NEW Energy 107,832.0 $9.4M 0.31% +4K +3.6% $86.94 +9.6%
67 FLDR FIDELITY MERRIMACK STR TR 185,411.0 $9.3M 0.30% +128K +220.4% $50.11 -0.0%
68 VONG VANGUARD SCOTTSDALE FDS 71,823.0 $9.2M 0.30% +20K +38.2% $127.81 +0.7%
69 LLY ELI LILLY & CO Healthcare 7,621.0 $9.1M 0.30% +1K +19.6% $1199.37 -1.2%
70 PLTR PALANTIR TECHNOLOGIES INC Technology 77,499.0 $9.0M 0.29% +5K +6.9% $116.67 +47.9%
71 SBUX STARBUCKS CORP Consumer Cyclical 86,446.0 $8.8M 0.29% -4K -4.7% $102.19 +5.6%
72 UBER UBER TECHNOLOGIES INC Technology 120,770.0 $8.7M 0.28% +48K +65.7% $72.16 +3.9%
73 MS MORGAN STANLEY Financial Services 40,917.0 $8.6M 0.28% +10K +32.9% $209.04 +4.4%
74 LRCX LAM RESEARCH CORP Technology 19,705.0 $8.5M 0.28% +341.0 +1.8% $433.33 -20.7%
75 WFC WELLS FARGO & CO Financial Services 103,291.0 $8.5M 0.28% -3K -2.7% $82.64 +5.9%
76 DIA STATE STR SPDR DOW JONES IND Financial Services 16,278.0 $8.5M 0.28% -2K -9.2% $522.38 +2.3%
77 UPS UNITED PARCEL SVCS INC Industrials 79,005.0 $8.5M 0.28% -4K -4.4% $107.50 -5.1%
78 APH AMPHENOL CORP Technology 45,258.0 $8.0M 0.26% -3K -5.8% $176.32 -3.1%
79 PM PHILIP MORRIS INTL INC Consumer Defensive 43,246.0 $7.8M 0.26% -1K -3.1% $180.91 +2.0%
80 IWS ISHARES TR 47,350.0 $7.8M 0.26% +39K +486.3% $164.60 +4.5%
Page 4 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%