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 951–1000 of 1,106
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HTD | HANCOCK JOHN TAX-ADVANTAGED | 10K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 4K | $100K–$500K | SH |
| SFNC | SIMMONS 1ST NATL CORP | 12K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 3K | $100K–$500K | SH |
| MFC | MANULIFE FINL CORP | 6K | $100K–$500K | SH |
| TFPM | TRIPLE FLAG PRECIOUS METAL | 7K | $100K–$500K | SH |
| PDEC | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| AFG | AMERICAN FINL GROUP INC OHIO | 2K | $100K–$500K | SH |
| ITB | ISHARES TR | 2K | $100K–$500K | SH |
| SHE | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| GOCT | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| BCS | BARCLAYS PLC | 9K | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC | 170 | $100K–$500K | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| OEF | ISHARES TR | 658 | $100K–$500K | SH |
| HYSA | BONDBLOXX ETF TRUST | 15K | $100K–$500K | SH |
| HAL | HALLIBURTON CO | 8K | $100K–$500K | SH |
| NWE | NORTHWESTERN ENERGY GROUP IN | 3K | $100K–$500K | SH |
| UBS | UBS GROUP AG | 5K | $100K–$500K | SH |
| CLH | CLEAN HARBORS INC | 959 | $100K–$500K | SH |
| BTI | BRITISH AMERN TOB PLC | 4K | $100K–$500K | SH |
| FAST | FASTENAL CO | 6K | $100K–$500K | SH |
| ILCG | ISHARES TR | 2K | $100K–$500K | SH |
| CHD | CHURCH & DWIGHT CO INC | 3K | $100K–$500K | SH |
| TIPX | SPDR SERIES TRUST | 12K | $100K–$500K | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 6K | $100K–$500K | SH |
| OSIS | OSI SYSTEMS INC | 871 | $100K–$500K | SH |
| ETO | EATON VANCE TAX-ADVANTAGED G | 7K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 765 | $100K–$500K | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| LOGI | LOGITECH INTL S A | 2K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 4K | $100K–$500K | SH |
| HQY | HEALTHEQUITY INC | 2K | $100K–$500K | SH |
| SRLN | SSGA ACTIVE ETF TR | 5K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| RWO | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 11K | $100K–$500K | SH |
| CG | CARLYLE GROUP INC | 4K | $100K–$500K | SH |
| VLTO | VERALTO CORP | 2K | $100K–$500K | SH |
| UFPT | UFP TECHNOLOGIES INC | 977 | $100K–$500K | SH |
| NU | NU HLDGS LTD | 13K | $100K–$500K | SH |
| PAYC | PAYCOM SOFTWARE INC | 1K | $100K–$500K | SH |
| TFLO | ISHARES TR | 4K | $100K–$500K | SH |
| PHB | INVESCO EXCH TRADED FD TR II | 12K | $100K–$500K | SH |
| FNV | FRANCO NEV CORP | 1K | $100K–$500K | SH |
| DBX | DROPBOX INC | 8K | $100K–$500K | SH |
| TEM | TEMPUS AI INC | 4K | $100K–$500K | SH |
| VTR | VENTAS INC | 3K | $100K–$500K | SH |
| PDT | HANCOCK JOHN PREM DIVID FD | 17K | $100K–$500K | SH |
| DT | DYNATRACE INC | 5K | $100K–$500K | SH |