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 101–150 of 1,106
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NFLX | NETFLIX INC | 63K | $1M+ | SH |
| SSO | PROSHARES TR | 100K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 100K | $1M+ | SH |
| IVW | ISHARES TR | 47K | $1M+ | SH |
| QCOM | QUALCOMM INC | 33K | $1M+ | SH |
| T | AT&T INC | 228K | $1M+ | SH |
| DIS | DISNEY WALT CO | 49K | $1M+ | SH |
| MS | MORGAN STANLEY | 31K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 158K | $1M+ | SH |
| IJT | ISHARES TR | 38K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 6K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 37K | $1M+ | SH |
| IWV | ISHARES TR | 14K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 191K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 33K | $1M+ | SH |
| IBDR | ISHARES TR | 205K | $1M+ | SH |
| EEM | ISHARES TR | 91K | $1M+ | SH |
| KLAC | KLA CORP | 4K | $1M+ | SH |
| LEXI | LISTED FDS TR | 139K | $1M+ | SH |
| LIEN | CHICAGO ATLANTIC BDC INC | 478K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 23K | $1M+ | SH |
| SOXX | ISHARES TR | 16K | $1M+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 30K | $1M+ | SH |
| PFE | PFIZER INC | 187K | $1M+ | SH |
| IBDS | ISHARES TR | 183K | $1M+ | SH |
| IBDT | ISHARES TR | 175K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 12K | $1M+ | SH |
| IBDU | ISHARES TR | 187K | $1M+ | SH |
| SJNK | SPDR SERIES TRUST | 172K | $1M+ | SH |
| JBBB | JANUS DETROIT STR TR | 90K | $1M+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 56K | $1M+ | SH |
| F | FORD MTR CO | 319K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 13K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 7K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 29K | $1M+ | SH |
| CLOZ | SERIES PORTFOLIOS TR | 155K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 71K | $1M+ | SH |
| LQD | ISHARES TR | 37K | $1M+ | SH |
| FLRN | SPDR SERIES TRUST | 130K | $1M+ | SH |
| BLES | NORTHERN LTS FD TR IV | 91K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 34K | $1M+ | SH |
| MET | METLIFE INC | 50K | $1M+ | SH |
| GOVT | ISHARES TR | 168K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 25K | $1M+ | SH |
| AMGN | AMGEN INC | 12K | $1M+ | SH |
| IYW | ISHARES TR | 19K | $1M+ | SH |
| RTX | RTX CORPORATION | 21K | $1M+ | SH |
| WWD | WOODWARD INC | 12K | $1M+ | SH |
| IVE | ISHARES TR | 18K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 132K | $1M+ | SH |