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 701–750 of 1,106
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | 1K | $100K–$500K | SH |
| GSC | GOLDMAN SACHS ETF TR | 8K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 16K | $100K–$500K | SH |
| HII | HUNTINGTON INGALLS INDS INC | 1K | $100K–$500K | SH |
| VEEV | VEEVA SYS INC | 2K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 2K | $100K–$500K | SH |
| GVI | ISHARES TR | 4K | $100K–$500K | SH |
| BHP | BHP GROUP LTD | 7K | $100K–$500K | SH |
| R | RYDER SYS INC | 2K | $100K–$500K | SH |
| JRI | NUVEEN REAL ASSET INCOME & G | 30K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 33K | $100K–$500K | SH |
| SF | STIFEL FINL CORP | 3K | $100K–$500K | SH |
| CIEN | CIENA CORP | 2K | $100K–$500K | SH |
| RITM | RITHM CAPITAL CORP | 38K | $100K–$500K | SH |
| SNY | SANOFI SA | 8K | $100K–$500K | SH |
| CMF | ISHARES TR | 7K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 3K | $100K–$500K | SH |
| HYLB | DBX ETF TR | 11K | $100K–$500K | SH |
| ARGX | ARGENX SE | 480 | $100K–$500K | SH |
| SNA | SNAP ON INC | 1K | $100K–$500K | SH |
| MOS | MOSAIC CO NEW | 17K | $100K–$500K | SH |
| IXUS | ISHARES TR | 5K | $100K–$500K | SH |
| UL | UNILEVER PLC | 6K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 4K | $100K–$500K | SH |
| BOOT | BOOT BARN HLDGS INC | 2K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 4K | $100K–$500K | SH |
| MMSI | MERIT MED SYS INC | 4K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| XHLF | BONDBLOXX ETF TRUST | 8K | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC | 1K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 4K | $100K–$500K | SH |
| GOVZ | ISHARES TR | 42K | $100K–$500K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 13K | $100K–$500K | SH |
| QSR | RESTAURANT BRANDS INTL INC | 6K | $100K–$500K | SH |
| DJAN | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| IRMD | IRADIMED CORP | 4K | $100K–$500K | SH |
| OXY | OCCIDENTAL PETE CORP | 9K | $100K–$500K | SH |
| NAC | NUVEEN CA QUALTY MUN INCOME | 32K | $100K–$500K | SH |
| PKG | PACKAGING CORP AMER | 2K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 2K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 19K | $100K–$500K | SH |
| ATO | ATMOS ENERGY CORP | 2K | $100K–$500K | SH |
| HTGC | HERCULES CAPITAL INC | 20K | $100K–$500K | SH |
| EWX | SPDR INDEX SHS FDS | 6K | $100K–$500K | SH |
| THRO | BLACKROCK ETF TRUST | 10K | $100K–$500K | SH |
| NVT | NVENT ELECTRIC PLC | 4K | $100K–$500K | SH |
| PFO | FLAHERTY & CRUMRINE PFD INCO | 39K | $100K–$500K | SH |
| PPL | PPL CORP | 11K | $100K–$500K | SH |
| TTE | TOTALENERGIES SE | 6K | $100K–$500K | SH |
| FOCT | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |