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 251–300 of 1,106
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 33K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 12K | $1M+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 9K | $1M+ | SH |
| DNP | DNP SELECT INCOME FD INC | 223K | $1M+ | SH |
| ABT | ABBOTT LABS | 18K | $1M+ | SH |
| URI | UNITED RENTALS INC | 3K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 24K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 11K | $1M+ | SH |
| ETR | ENTERGY CORP NEW | 23K | $1M+ | SH |
| CLX | CLOROX CO DEL | 21K | $1M+ | SH |
| TQQQ | PROSHARES TR | 41K | $1M+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 30K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 38K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 44K | $1M+ | SH |
| GE | GE AEROSPACE | 7K | $1M+ | SH |
| JBL | JABIL INC | 9K | $1M+ | SH |
| PBTP | INVESCO EXCH TRADED FD TR II | 80K | $1M+ | SH |
| KEN | KENON HLDGS LTD | 31K | $1M+ | SH |
| FDX | FEDEX CORP | 7K | $1M+ | SH |
| DGCB | DIMENSIONAL ETF TRUST | 38K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 17K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 115K | $1M+ | SH |
| COLB | COLUMBIA BKG SYS INC | 73K | $1M+ | SH |
| IJJ | ISHARES TR | 15K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 18K | $1M+ | SH |
| DRI | DARDEN RESTAURANTS INC | 11K | $1M+ | SH |
| UTG | REAVES UTIL INCOME FD | 55K | $1M+ | SH |
| FFC | FLAHERTY & CRUMRINE PFD SECS | 121K | $1M+ | SH |
| RWEM | ADVISORS INNER CIRCLE FD III | 67K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 44K | $1M+ | SH |
| VNLA | JANUS DETROIT STR TR | 40K | $1M+ | SH |
| KRE | SPDR SERIES TRUST | 31K | $1M+ | SH |
| JNK | SPDR SERIES TRUST | 20K | $1M+ | SH |
| REMX | VANECK ETF TRUST | 27K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| QQQI | NEOS ETF TRUST | 36K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 25K | $1M+ | SH |
| SO | SOUTHERN CO | 22K | $1M+ | SH |
| DOW | DOW INC | 82K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 12K | $1M+ | SH |
| CMI | CUMMINS INC | 4K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 10K | $1M+ | SH |
| INTC | INTEL CORP | 51K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 20K | $1M+ | SH |
| WY | WEYERHAEUSER CO MTN BE | 80K | $1M+ | SH |
| OZK | BANK OZK LITTLE ROCK ARK | 41K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 35K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 4K | $1M+ | SH |
| OND | PROSHARES TR | 45K | $1M+ | SH |
| MBB | ISHARES TR | 19K | $1M+ | SH |