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 1001–1050 of 1,106
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RAYJ | ADVISORS INNER CIRCLE FD III | 7K | $100K–$500K | SH |
| MMT | MFS MULTIMARKET INCOME TR | 46K | $100K–$500K | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 2K | $100K–$500K | SH |
| BIBL | NORTHERN LTS FD TR IV | 5K | $100K–$500K | SH |
| AVT | AVNET INC | 4K | $100K–$500K | SH |
| NFG | NATIONAL FUEL GAS CO | 3K | $100K–$500K | SH |
| KG | KESTREL GROUP LTD | 21K | $100K–$500K | SH |
| GSBD | GOLDMAN SACHS BDC INC | 23K | $100K–$500K | SH |
| HEI.A | HEICO CORP NEW | 834 | $100K–$500K | SH |
| KKR | KKR & CO INC | 2K | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| SNAP | SNAP INC | 26K | $100K–$500K | SH |
| INOV | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| ESS | ESSEX PPTY TR INC | 802 | $100K–$500K | SH |
| SCHI | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| GWX | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| EXEL | EXELIXIS INC | 5K | $100K–$500K | SH |
| ETG | EATON VANCE TX ADV GLBL DIV | 9K | $100K–$500K | SH |
| EEMV | ISHARES INC | 3K | $100K–$500K | SH |
| INMD | INMODE LTD | 14K | $100K–$500K | SH |
| KAMO | MANAGED PORTFOLIO SERIES | 8K | $100K–$500K | SH |
| IBRX | IMMUNITYBIO INC | 104K | $100K–$500K | SH |
| BHR | BRAEMAR HOTELS & RESORTS INC | 71K | $100K–$500K | SH |
| VALE | VALE S A | 16K | $100K–$500K | SH |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | 13K | $100K–$500K | SH |
| OUNZ | VANECK MERK GOLD ETF | 5K | $100K–$500K | SH |
| ZROZ | PIMCO ETF TR | 3K | $100K–$500K | SH |
| BEPC | BROOKFIELD RENEWABLE CORP | 5K | $100K–$500K | SH |
| PIPR | PIPER SANDLER COMPANIES | 599 | $100K–$500K | SH |
| TW | TRADEWEB MKTS INC | 2K | $100K–$500K | SH |
| IWN | ISHARES TR | 1K | $100K–$500K | SH |
| FVAL | FIDELITY COVINGTON TRUST | 3K | $100K–$500K | SH |
| STM | STMICROELECTRONICS N V | 8K | $100K–$500K | SH |
| MUSA | MURPHY USA INC | 503 | $100K–$500K | SH |
| ASYS | AMTECH SYS INC | 16K | $100K–$500K | SH |
| ESGD | ISHARES TR | 2K | $100K–$500K | SH |
| AYI | ACUITY INC | 561 | $100K–$500K | SH |
| EMHC | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| SPHY | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| CALI | BLACKROCK ETF TRUST II | 4K | $100K–$500K | SH |
| VICI | VICI PPTYS INC | 7K | $100K–$500K | SH |
| TGB | TASEKO MINES LTD | 35K | $100K–$500K | SH |
| DSU | BLACKROCK DEBT STRATEGIES FD | 19K | $100K–$500K | SH |
| OMER | OMEROS CORP | 11K | $100K–$500K | SH |
| PCQ | PIMCO CALIF MUN INCOME FD | 21K | $100K–$500K | SH |
| HPI | HANCOCK JOHN PFD INCOME FD | 11K | $100K–$500K | SH |
| SVM | SILVERCORP METALS INC | 21K | $100K–$500K | SH |
| BBDC | BARINGS BDC INC | 19K | $100K–$500K | SH |
| JRVR | JAMES RIV GROUP HOLDINGS INC | 26K | $100K–$500K | SH |
| VOD | VODAFONE GROUP PLC NEW | 13K | $100K–$500K | SH |