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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 51 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 RAYJ ADVISORS INNER CIRCLE FD III 6,537.0 $213K 0.01% NEW $32.65 +17.8%
1002 MMT MFS MULTIMARKET INCOME TR Financial Services 45,875.0 $213K 0.01% +564.0 +1.2% $4.65 -5.4%
1003 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,366.0 $213K 0.01% NEW $90.01 +8.5%
1004 BIBL NORTHERN LTS FD TR IV 4,716.0 $213K 0.01% $45.13 +15.2%
1005 AVT AVNET INC Technology 4,420.0 $213K 0.01% +26.0 +0.6% $48.08 +71.2%
1006 NFG NATIONAL FUEL GAS CO Energy 2,651.0 $212K 0.01% NEW $80.06 +3.6%
1007 KG KESTREL GROUP LTD Financial Services 20,661.0 $212K 0.01% -3K -10.8% $10.24 +18.7%
1008 GSBD GOLDMAN SACHS BDC INC Financial Services 22,785.0 $211K 0.01% NEW $9.28 -5.7%
1009 HEICO CORP NEW 834.0 $211K 0.01% -51.0 -5.8% $252.56
1010 KKR KKR & CO INC Financial Services 1,652.0 $211K 0.01% -294.0 -15.1% $127.49 -24.7%
1011 A AGILENT TECHNOLOGIES INC Healthcare 1,543.0 $210K 0.01% NEW $136.03 -18.7%
1012 SNAP SNAP INC Communication Services 26,006.0 $210K 0.01% -33K -56.1% $8.07 -29.7%
1013 INOV INNOVATOR ETFS TRUST 6,075.0 $210K 0.01% NEW $34.54 +3.9%
1014 ESS ESSEX PPTY TR INC Real Estate 802.0 $210K 0.01% NEW $261.60 +4.1%
1015 SCHI SCHWAB STRATEGIC TR 9,103.0 $209K 0.01% $22.97 -2.7%
1016 GWX SPDR INDEX SHS FDS 5,103.0 $208K 0.01% +66.0 +1.3% $40.86 +10.5%
1017 EXEL EXELIXIS INC Healthcare 4,752.0 $208K 0.01% NEW $43.83 +13.7%
1018 ETG EATON VANCE TX ADV GLBL DIV Financial Services 8,950.0 $207K 0.01% NEW $23.10 -2.8%
1019 EEMV ISHARES INC 3,225.0 $207K 0.01% -17.0 -0.5% $64.04 +10.7%
1020 INMD INMODE LTD Healthcare 14,030.0 $206K 0.01% -748.0 -5.1% $14.69 -4.0%
Page 51 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%