CIK 1633697
Sowell Financial Services LLC
Institutional 13F holdings & portfolio
Holdings
1,106
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 601–650 of 1,106
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PCEF | INVESCO EXCH TRADED FD TR II | 29K | $500K+ | SH |
| TM | TOYOTA MOTOR CORP | 3K | $500K+ | SH |
| WAB | WABTEC | 3K | $500K+ | SH |
| AMP | AMERIPRISE FINL INC | 1K | $500K+ | SH |
| PEGA | PEGASYSTEMS INC | 9K | $500K+ | SH |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 22K | $500K+ | SH |
| DASH | DOORDASH INC | 2K | $500K+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 13K | $500K+ | SH |
| OLN | OLIN CORP | 27K | $500K+ | SH |
| GM | GENERAL MTRS CO | 7K | $500K+ | SH |
| ILDR | FIRST TR EXCHNG TRADED FD VI | 17K | $500K+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 6K | $500K+ | SH |
| EDGI | ADVISORS INNER CIRCLE FD II | 20K | $500K+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 4K | $500K+ | SH |
| IXC | ISHARES TR | 13K | $500K+ | SH |
| BITB | BITWISE BITCOIN ETF TR | 12K | $500K+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 2K | $500K+ | SH |
| DGRO | ISHARES TR | 8K | $500K+ | SH |
| EMXC | ISHARES INC | 7K | $500K+ | SH |
| GOVI | INVESCO EXCH TRADED FD TR II | 19K | $500K+ | SH |
| PTC | PTC INC | 3K | $500K+ | SH |
| STRL | STERLING INFRASTRUCTURE INC | 2K | $500K+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 25K | $500K+ | SH |
| MELI | MERCADOLIBRE INC | 264 | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| SMR | NUSCALE PWR CORP | 37K | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 2K | $500K+ | SH |
| DG | DOLLAR GEN CORP NEW | 4K | $500K+ | SH |
| BAC-PL | BANK AMERICA CORP | 421 | $500K+ | SH |
| RJF | RAYMOND JAMES FINL INC | 3K | $500K+ | SH |
| RS | RELIANCE INC | 2K | $500K+ | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 22K | $500K+ | SH |
| JLL | JONES LANG LASALLE INC | 2K | $500K+ | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL | 1K | $500K+ | SH |
| DVN | DEVON ENERGY CORP NEW | 14K | $500K+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 19K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 19K | $500K+ | SH |
| BP | BP PLC | 15K | $500K+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 7K | $500K+ | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 26K | $500K+ | SH |
| SLB | SLB LIMITED | 13K | $500K+ | SH |
| CIB | GRUPO CIBEST SA | 8K | $500K+ | SH |
| IJK | ISHARES TR | 5K | $500K+ | SH |
| EWJ | ISHARES INC | 6K | $500K+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 8K | $500K+ | SH |
| SONY | SONY GROUP CORP | 20K | $500K+ | SH |
| CME | CME GROUP INC | 2K | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 4K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 4K | $100K–$500K | SH |