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 301–350 of 1,106
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBDV | ISHARES TR | 83K | $1M+ | SH |
| PAHC | PHIBRO ANIMAL HEALTH CORP | 49K | $1M+ | SH |
| FJUN | FIRST TR EXCHNG TRADED FD VI | 32K | $1M+ | SH |
| UNM | UNUM GROUP | 24K | $1M+ | SH |
| JQC | NUVEEN CR STRATEGIES INCOME | 365K | $1M+ | SH |
| IEI | ISHARES TR | 15K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| PTL | NORTHERN LTS FD TR IV | 7K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 25K | $1M+ | SH |
| EFG | ISHARES TR | 16K | $1M+ | SH |
| GEV | GE VERNOVA INC | 3K | $1M+ | SH |
| ITA | ISHARES TR | 8K | $1M+ | SH |
| EBAY | EBAY INC. | 20K | $1M+ | SH |
| BX | BLACKSTONE INC | 11K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 14K | $1M+ | SH |
| IYR | ISHARES TR | 19K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 12K | $1M+ | SH |
| DIVI | FRANKLIN TEMPLETON ETF TR | 44K | $1M+ | SH |
| GSID | GOLDMAN SACHS ETF TR | 24K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 55K | $1M+ | SH |
| CI | THE CIGNA GROUP | 6K | $1M+ | SH |
| GTIP | GOLDMAN SACHS ETF TR | 33K | $1M+ | SH |
| ESGU | ISHARES TR | 11K | $1M+ | SH |
| COR | CENCORA INC | 5K | $1M+ | SH |
| AGNC | AGNC INVT CORP | 150K | $1M+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 25K | $1M+ | SH |
| FSMB | FIRST TR EXCH TRADED FD III | 79K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 17K | $1M+ | SH |
| STIP | ISHARES TR | 15K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 18K | $1M+ | SH |
| NET | CLOUDFLARE INC | 8K | $1M+ | SH |
| IXP | ISHARES TR | 13K | $1M+ | SH |
| PAAS | PAN AMERN SILVER CORP | 30K | $1M+ | SH |
| EMB | ISHARES TR | 16K | $1M+ | SH |
| OKLO | OKLO INC | 21K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| DEI | DOUGLAS EMMETT INC | 136K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 7K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 6K | $1M+ | SH |
| GAP | GAP INC | 58K | $1M+ | SH |
| CRH | CRH PLC | 12K | $1M+ | SH |
| ERC | ALLSPRING MULTI SECTOR INCOM | 160K | $1M+ | SH |
| MINT | PIMCO ETF TR | 15K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 25K | $1M+ | SH |
| TGT | TARGET CORP | 15K | $1M+ | SH |
| PSX | PHILLIPS 66 | 11K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 31K | $1M+ | SH |
| C | CITIGROUP INC | 12K | $1M+ | SH |
| USIG | ISHARES TR | 28K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 44K | $1M+ | SH |