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Portfolio (Quarterly) Guide ↗

Sowell Financial Services LLC

· CIK 0001633697
13F Portfolio $2.6B AUM Filed Oct 17, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1068 New
Page 48 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 FNCL FIDELITY COVINGTON TRUST 2,993.0 $229K 0.01% NEW $76.35 -4.7%
942 AMERICAN COASTAL INS CORP 20,000.0 $228K 0.01% NEW $11.39
943 USPH U S PHYSICAL THERAPY Healthcare 2,676.0 $227K 0.01% NEW $84.93 -23.4%
944 NSC NORFOLK SOUTHN CORP Industrials 754.0 $227K 0.01% NEW $300.57 +6.5%
945 HEICO CORP NEW 885.0 $225K 0.01% NEW $254.09
946 WBD WARNER BROS DISCOVERY INC Communication Services 11,492.0 $224K 0.01% NEW $19.53 +38.1%
947 SBSW SIBANYE STILLWATER LTD Basic Materials 19,953.0 $224K 0.01% NEW $11.24 +6.1%
948 AFG AMERICAN FINL GROUP INC OHIO Financial Services 1,535.0 $224K 0.01% NEW $145.69 -6.4%
949 ZROZ PIMCO ETF TR 3,290.0 $224K 0.01% NEW $67.95 -12.5%
950 WELL WELLTOWER INC Real Estate 1,254.0 $223K 0.01% NEW $178.17 +19.3%
951 LKQ LKQ CORP Consumer Cyclical 7,313.0 $223K 0.01% NEW $30.54 -18.8%
952 CGNX COGNEX CORP Technology 4,922.0 $223K 0.01% NEW $45.30 +33.9%
953 CLH CLEAN HARBORS INC Industrials 959.0 $223K 0.01% NEW $232.22 +25.7%
954 LEIDOS HOLDINGS INC 1,174.0 $222K 0.01% NEW $188.95
955 NRIM NORTHRIM BANCORP INC Financial Services 10,224.0 $221K 0.01% NEW $21.66 +10.5%
956 TFI SPDR SERIES TRUST 4,856.0 $221K 0.01% NEW $45.57 -1.1%
957 TTE TOTALENERGIES SE Energy 3,703.0 $221K 0.01% NEW $59.69 +56.5%
958 VNO VORNADO RLTY TR Real Estate 5,444.0 $221K 0.01% NEW $40.53 -21.9%
959 INBK FIRST INTERNET BANCORP Financial Services 9,821.0 $220K 0.01% NEW $22.43 +5.4%
960 INMD INMODE LTD Healthcare 14,778.0 $220K 0.01% NEW $14.90 -5.4%
Page 48 of 54  ·  1,068 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 28.5%
Financial Services 26.2%
Consumer Cyclical 9.0%
Communication Services 7.2%
Consumer Defensive 6.7%
Healthcare 6.2%
Industrials 6.0%
Energy 4.5%
Utilities 2.4%
Real Estate 1.8%