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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 52 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 MANAGED PORTFOLIO SERIES 8,209.0 $205K 0.01% NEW $25.02
1022 IMMUNITYBIO INC 103,691.0 $205K 0.01% $1.98
1023 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 71,397.0 $205K 0.01% +1K +1.7% $2.87 -12.9%
1024 VALE VALE S A Basic Materials 15,696.0 $205K 0.01% -3K -14.5% $13.03 +25.2%
1025 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 13,111.0 $204K 0.01% NEW $15.59 +6.5%
1026 OUNZ VANECK MERK GOLD ETF Financial Services 4,925.0 $204K 0.01% NEW $41.48 +5.7%
1027 ZROZ PIMCO ETF TR 3,170.0 $204K 0.01% -120.0 -3.6% $64.25 -6.4%
1028 BEPC BROOKFIELD RENEWABLE CORP Utilities 5,310.0 $204K 0.01% NEW $38.34 -5.2%
1029 PIPER SANDLER COMPANIES 599.0 $203K 0.01% -23.0 -3.7% $339.60
1030 TW TRADEWEB MKTS INC Financial Services 1,891.0 $203K 0.01% -27.0 -1.4% $107.53 +3.2%
1031 IWN ISHARES TR 1,122.0 $203K 0.01% NEW $181.20 +13.7%
1032 FVAL FIDELITY COVINGTON TRUST 2,813.0 $203K 0.01% NEW $72.26 +7.4%
1033 STM STMICROELECTRONICS N V Technology 7,834.0 $203K 0.01% NEW $25.94 +136.8%
1034 MUSA MURPHY USA INC Consumer Cyclical 503.0 $203K 0.01% NEW $403.12 +39.3%
1035 ASYS AMTECH SYS INC Technology 16,156.0 $203K 0.01% NEW $12.55 +59.5%
1036 ESGD ISHARES TR 2,132.0 $203K 0.01% NEW $95.08 +6.7%
1037 AYI ACUITY INC Industrials 561.0 $202K 0.01% NEW $360.03 -21.5%
1038 EMHC SPDR SERIES TRUST 7,929.0 $202K 0.01% NEW $25.46 -2.0%
1039 SPHY SPDR SERIES TRUST 8,518.0 $202K 0.01% -225.0 -2.6% $23.67 -1.6%
1040 CALI BLACKROCK ETF TRUST II 3,976.0 $201K 0.01% NEW $50.46 -0.1%
Page 52 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%