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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 45 of 59  ·  1,162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 EFAV ISHARES TR 3,332.0 $292K 0.01% +151.0 +4.8% $87.70 +7.2%
882 AMZA ETFIS SER TR I 6,312.0 $292K 0.01% +112.0 +1.8% $46.19 +8.5%
883 SDVY FIRST TR EXCHANGE TRADED FD 6,742.0 $291K 0.01% +984.0 +17.1% $43.14 +2.1%
884 IDXX IDEXX LABS INC Healthcare 552.0 $291K 0.01% +128.0 +30.2% $526.49 +6.8%
885 EXP EAGLE MATLS INC Basic Materials 1,290.0 $290K 0.01% $224.95 -8.3%
886 FLJH FRANKLIN TEMPLETON ETF TR 6,333.0 $289K 0.01% -344.0 -5.2% $45.63 -1.1%
887 TIPX SPDR SERIES TRUST 15,263.0 $289K 0.01% +4K +30.8% $18.93 -1.3%
888 RGLD ROYAL GOLD INC Basic Materials 1,447.0 $289K 0.01% +101.0 +7.5% $199.63 +24.3%
889 SKY CHAMPION HOMES INC Consumer Cyclical 3,274.0 $289K 0.01% +318.0 +10.8% $88.12 +5.1%
890 NI NISOURCE INC Utilities 6,057.0 $288K 0.01% +117.0 +2.0% $47.55 -12.5%
891 GWX SPDR INDEX SHS FDS 6,545.0 $286K 0.01% +1K +28.3% $43.76 +5.0%
892 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,864.0 $285K 0.01% NEW $152.96 -23.1%
893 BE BLOOM ENERGY CORP Industrials 940.0 $285K 0.01% NEW $302.70 -31.7%
894 DFIV DIMENSIONAL ETF TRUST 5,254.0 $284K 0.01% -985.0 -15.8% $54.02 +7.0%
895 NRIM NORTHRIM BANCORP INC Financial Services 10,224.0 $284K 0.01% $27.74 -7.2%
896 MISL FIRST TR EXCHANGE-TRADED FD 6,193.0 $283K 0.01% NEW $45.77 +2.2%
897 IHAK ISHARES TR 4,659.0 $283K 0.01% -74.0 -1.6% $60.72 +6.3%
898 SMG SCOTTS MIRACLE-GRO CO Basic Materials 4,148.0 $283K 0.01% -40.0 -1.0% $68.11 -10.2%
899 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,054.0 $281K 0.01% -380.0 -15.6% $136.97 +28.5%
900 VTR VENTAS INC Real Estate 3,163.0 $281K 0.01% +396.0 +14.3% $88.79 +3.4%
Page 45 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%