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 51–100 of 1,106
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KO | COCA COLA CO | 147K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 213K | $1M+ | SH |
| USMV | ISHARES TR | 106K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 106K | $1M+ | SH |
| IEMG | ISHARES INC | 142K | $1M+ | SH |
| GCOR | GOLDMAN SACHS ETF TR | 222K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 146K | $1M+ | SH |
| IWP | ISHARES TR | 65K | $1M+ | SH |
| EQIN | COLUMBIA ETF TR I | 183K | $1M+ | SH |
| CSCO | CISCO SYS INC | 112K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 18K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| IWM | ISHARES TR | 34K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 83K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 98K | $1M+ | SH |
| OKE | ONEOK INC NEW | 104K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 91K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 139K | $1M+ | SH |
| MRK | MERCK & CO INC | 72K | $1M+ | SH |
| IWD | ISHARES TR | 36K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 100K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 34K | $1M+ | SH |
| MCD | MCDONALDS CORP | 24K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 45K | $1M+ | SH |
| BTZ | BLACKROCK CR ALLOCATION INCO | 655K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 174K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 210K | $1M+ | SH |
| HD | HOME DEPOT INC | 20K | $1M+ | SH |
| HACK | AMPLIFY ETF TR | 85K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 20K | $1M+ | SH |
| LLY | ELI LILLY & CO | 6K | $1M+ | SH |
| EFA | ISHARES TR | 71K | $1M+ | SH |
| BA | BOEING CO | 31K | $1M+ | SH |
| TLT | ISHARES TR | 77K | $1M+ | SH |
| HHH | HOWARD HUGHES HOLDINGS INC | 84K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 48K | $1M+ | SH |
| NLR | VANECK ETF TRUST | 52K | $1M+ | SH |
| IJS | ISHARES TR | 56K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 52K | $1M+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 335K | $1M+ | SH |
| ICSH | ISHARES TR | 125K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 147K | $1M+ | SH |
| MMM | 3M CO | 39K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 157K | $1M+ | SH |
| CLSE | TRUST FOR PROFESSIONAL MANAG | 226K | $1M+ | SH |
| IJR | ISHARES TR | 51K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 363K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 20K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 73K | $1M+ | SH |
| PEP | PEPSICO INC | 41K | $1M+ | SH |