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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 46 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 VCR VANGUARD WORLD FD 645.0 $254K 0.01% NEW $393.73 -3.8%
902 YPF YPF SOCIEDAD ANONIMA Energy 7,013.0 $254K 0.01% NEW $36.16 +31.2%
903 AMERICAN COASTAL INS CORP 20,000.0 $253K 0.01% $12.63
904 FLJH FRANKLIN TEMPLETON ETF TR 6,677.0 $252K 0.01% -360.0 -5.1% $37.67 +14.9%
905 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,328.0 $251K 0.01% NEW $189.07 +10.1%
906 BLACKROCK MUNIHOLDINGS QUALI 25,000.0 $251K 0.01% $10.03
907 VMBS VANGUARD SCOTTSDALE FDS 5,324.0 $251K 0.01% -306.0 -5.4% $47.08 -2.1%
908 SKY CHAMPION HOMES INC Consumer Cyclical 2,956.0 $250K 0.01% +100.0 +3.5% $84.50 -24.3%
909 PNR PENTAIR PLC Industrials 2,394.0 $249K 0.01% +305.0 +14.6% $104.15 -31.1%
910 FORTINET INC 3,136.0 $249K 0.01% -273.0 -8.0% $79.40
911 HURN HURON CONSULTING GROUP INC Industrials 1,436.0 $248K 0.01% NEW $172.91 -36.5%
912 NI NISOURCE INC Utilities 5,940.0 $248K 0.01% +120.0 +2.1% $41.76 +11.8%
913 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 20,619.0 $248K 0.01% -13K -39.0% $12.02 -4.9%
914 BRO BROWN & BROWN INC Financial Services 3,107.0 $248K 0.01% -3K -46.7% $79.69 -27.3%
915 HPQ HP INC Technology 11,109.0 $248K 0.01% -463.0 -4.0% $22.28 -6.5%
916 CRS CARPENTER TECHNOLOGY CORP Industrials 782.0 $246K 0.01% NEW $314.71 +27.2%
917 EDGF ADVISORS INNER CIRCLE FD II 9,983.0 $246K 0.01% NEW $24.65 +0.4%
918 IAI ISHARES TR 1,369.0 $246K 0.01% -95.0 -6.5% $179.38 -1.3%
919 L LOEWS CORP Financial Services 2,331.0 $246K 0.01% +17.0 +0.7% $105.32 +1.8%
920 AMZA ETFIS SER TR I 6,200.0 $245K 0.01% $39.51 +24.3%
Page 46 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%