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 151–200 of 1,106
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FLC | FLAHERTY & CRUMRINE TOTAL RE | 208K | $1M+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 115K | $1M+ | SH |
| GMUB | GOLDMAN SACHS ETF TR | 70K | $1M+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 16K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 66K | $1M+ | SH |
| IGM | ISHARES TR | 28K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 79K | $1M+ | SH |
| GLD | SPDR GOLD TR | 9K | $1M+ | SH |
| TSN | TYSON FOODS INC | 60K | $1M+ | SH |
| MTUM | ISHARES TR | 14K | $1M+ | SH |
| IJH | ISHARES TR | 52K | $1M+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 12K | $1M+ | SH |
| KHC | KRAFT HEINZ CO | 142K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 72K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 58K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 8K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 103K | $1M+ | SH |
| FEIM | FREQUENCY ELECTRS INC | 63K | $1M+ | SH |
| FE | FIRSTENERGY CORP | 76K | $1M+ | SH |
| GIS | GENERAL MLS INC | 72K | $1M+ | SH |
| FLOT | ISHARES TR | 65K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 19K | $1M+ | SH |
| QLD | PROSHARES TR | 47K | $1M+ | SH |
| EEMS | ISHARES INC | 49K | $1M+ | SH |
| NEM | NEWMONT CORP | 33K | $1M+ | SH |
| KR | KROGER CO | 52K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 5K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 48K | $1M+ | SH |
| IGV | ISHARES TR | 30K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 32K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 13K | $1M+ | SH |
| IMCB | ISHARES TR | 38K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 50K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 15K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 68K | $1M+ | SH |
| GSUS | GOLDMAN SACHS ETF TR | 33K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 12K | $1M+ | SH |
| FTQI | FIRST TR EXCHANGE TRADED FD | 147K | $1M+ | SH |
| IWR | ISHARES TR | 32K | $1M+ | SH |
| ALL | ALLSTATE CORP | 15K | $1M+ | SH |
| EIPI | FIRST TR EXCHNG TRADED FD VI | 150K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 10K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 57K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 1K | $1M+ | SH |
| LOW | LOWES COS INC | 12K | $1M+ | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 93K | $1M+ | SH |
| TPLC | TIMOTHY PLAN | 64K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 62K | $1M+ | SH |
| FLDR | FIDELITY MERRIMACK STR TR | 58K | $1M+ | SH |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | 90K | $1M+ | SH |