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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 49 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 TDG TRANSDIGM GROUP INC Industrials 167.0 $220K 0.01% NEW $1318.02 -10.3%
962 OEF ISHARES TR 661.0 $220K 0.01% NEW $332.90 +10.1%
963 VRIG INVESCO ACTIVELY MANAGED EXC 8,758.0 $220K 0.01% NEW $25.10 -0.2%
964 AER AERCAP HOLDINGS NV Industrials 1,816.0 $220K 0.01% NEW $120.98 +12.4%
965 CLS CELESTICA INC Technology 891.0 $220K 0.01% NEW $246.38 +37.6%
966 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,664.0 $219K 0.01% NEW $59.74 +32.9%
967 SKY CHAMPION HOMES INC Consumer Cyclical 2,856.0 $218K 0.01% NEW $76.37 -14.1%
968 RNR RENAISSANCERE HLDGS LTD Financial Services 859.0 $218K 0.01% NEW $253.79 +17.6%
969 GTES GATES INDL CORP PLC Industrials 8,758.0 $217K 0.01% NEW $24.82 -2.9%
970 TFLO ISHARES TR 4,296.0 $217K 0.01% NEW $50.59 -0.0%
971 J JACOBS SOLUTIONS INC Industrials 1,449.0 $217K 0.01% NEW $149.89 -24.2%
972 MMT MFS MULTIMARKET INCOME TR Financial Services 45,311.0 $217K 0.01% NEW $4.78 -7.9%
973 AEM AGNICO EAGLE MINES LTD Basic Materials 1,283.0 $216K 0.01% NEW $168.62 +2.8%
974 RWO SPDR INDEX SHS FDS 4,718.0 $216K 0.01% NEW $45.77 +6.7%
975 PIPER SANDLER COMPANIES 622.0 $216K 0.01% NEW $346.76
976 IFLN INVESCO EXCH TRADED FD TR II 11,582.0 $215K 0.01% NEW $18.58 -3.1%
977 MSTY TIDAL TRUST II 15,389.0 $215K 0.01% NEW $13.96 +68.8%
978 LUV SOUTHWEST AIRLS CO Industrials 6,693.0 $214K 0.01% NEW $31.91 +20.2%
979 NWSA NEWS CORP NEW Communication Services 6,950.0 $213K 0.01% NEW $30.71 -14.5%
980 TW TRADEWEB MKTS INC Financial Services 1,918.0 $213K 0.01% NEW $110.97 +1.3%
Page 49 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%