Sowell Financial Services LLC Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$2.7B
Holdings
1,106
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,106 positions)
| Stock | Value |
|---|---|
DTDYNATRACE INC | $213K |
MMTMFS MULTIMARKET INCOME TR | $213K |
AVTAVNET INC | $212K |
NFGNATIONAL FUEL GAS CO | $212K |
BIBLNORTHERN LTS FD TR IV | $212K |
BJBJS WHSL CLUB HLDGS INC | $212K |
GSBDGOLDMAN SACHS BDC INC | $211K |
KGKESTREL GROUP LTD | $211K |
HEIHEICO CORP NEW | $210K |
KKRKKR & CO INC | $210K |
ESSESSEX PPTY TR INC | $209K |
SNAPSNAP INC | $209K |
SCHISCHWAB STRATEGIC TR | $209K |
INOVINNOVATOR ETFS TRUST | $209K |
AG8AGILENT TECHNOLOGIES INC | $209K |
EX9EXELIXIS INC | $208K |
GWXSPDR INDEX SHS FDS | $208K |
ETGEATON VANCE TX ADV GLBL DIV | $206K |
INMDINMODE LTD | $206K |
EEMVISHARES INC | $206K |
IBRXIMMUNITYBIO INC | $205K |
KAMOMANAGED PORTFOLIO SERIES | $205K |
TAKTAKEDA PHARMACEUTICAL CO LTD | $204K |
BHRBRAEMAR HOTELS & RESORTS INC | $204K |
OUNZVANECK MERK GOLD ETF | $204K |
VALEVALE S A | $204K |
PIPRPIPER SANDLER COMPANIES | $203K |
BEPCBROOKFIELD RENEWABLE CORP | $203K |
ZROZPIMCO ETF TR | $203K |
IWNISHARES TR | $203K |
FVALFIDELITY COVINGTON TRUST | $203K |
TWTRADEWEB MKTS INC | $203K |
STMSTMICROELECTRONICS N V | $203K |
ESGDISHARES TR | $202K |
MUSAMURPHY USA INC | $202K |
—AMTECH SYS INC | $202K |
SPHYSPDR SERIES TRUST | $201K |
EMHCSPDR SERIES TRUST | $201K |
AYIACUITY INC | $201K |
CALIBLACKROCK ETF TRUST II | $200K |
VICIVICI PPTYS INC | $200K |
TGBTASEKO MINES LTD | $198K |
DSUBLACKROCK DEBT STRATEGIES FD | $196K |
OMEROMEROS CORP | $182K |
XPCQXPIMCO CALIF MUN INCOME FD | $182K |
HPIHANCOCK JOHN PFD INCOME FD | $176K |
SVMSILVERCORP METALS INC | $173K |
TRYBARINGS BDC INC | $172K |
VODVODAFONE GROUP PLC NEW | $168K |
JRVRJAMES RIV GROUP HOLDINGS INC | $168K |
TSITCW STRATEGIC INCOME FD INC | $164K |
BGTBLACKROCK FLOATING RATE INC | $163K |
FSSLFS SPECIALTY LENDING FD | $163K |
MORTVANECK ETF TRUST | $162K |
ETWEATON VANCE TAX-MANAGED GLOB | $161K |
BPREBLUEROCK PVT REAL ESTATE FD | $153K |
IQIINVESCO QUALITY MUN INCOME T | $152K |
XEVGXEATON VANCE SHORT DURATION D | $151K |
GRFSGRIFOLS S A | $147K |
GBDCGOLUB CAP BDC INC | $146K |
WIWWESTERN AST INFL LKD OPP & I | $142K |
FTFFRANKLIN LTD DURATION INCOME | $141K |
PFLPIMCO INCOME STRATEGY FD | $140K |
WTWISDOMTREE INC | $140K |
ECECOPETROL S A | $140K |
HYTBLACKROCK CORPOR HI YLD FD I | $140K |
XAWFXALLIANCEBERNSTEIN GLOBAL HIG | $139K |
NOKNOKIA CORP | $136K |
VKQINVESCO MUNICIPAL TRUST | $135K |
MFICMIDCAP FINANCIAL INVSTMNT CO | $135K |
CIONCION INVT CORP | $133K |
CRVSCORVUS PHARMACEUTICALS INC | $130K |
QSQUANTUMSCAPE CORP | $128K |
HEHAWAIIAN ELEC INDUSTRIES | $127K |
SLISTANDARD LITHIUM LTD | $127K |
PFLTPENNANTPARK FLOATING RATE CA | $124K |
LUMNLUMEN TECHNOLOGIES INC | $123K |
GGBGERDAU SA | $123K |
KRPKIMBELL RTY PARTNERS LP | $120K |
NMFCNEW MTN FIN CORP | $119K |
AURAURORA INNOVATION INC | $115K |
PSECPROSPECT CAP CORP | $112K |
BBAIBIGBEAR AI HLDGS INC | $112K |
NEOGNEOGEN CORP | $109K |
NUVNUVEEN MUN VALUE FD INC | $106K |
TCPCBLACKROCK TCP CAPITAL CORP | $104K |
TTITETRA TECHNOLOGIES INC DEL | $93K |
WENWENDYS CO | $85K |
AEGAEGON LTD | $84K |
RCREADY CAPITAL CORP | $82K |
TMCTMC THE METALS COMPANY INC | $74K |
BTXBLACKROCK TECH AND PRIVATE E | $67K |
LACLITHIUM AMERS CORP NEW | $66K |
MNKDMANNKIND CORP | $61K |
LYGLLOYDS BANKING GROUP PLC | $60K |
DMLDENISON MINES CORP | $59K |
ENICENEL CHILE S.A. | $57K |
DVDOLLY VARDEN SILVER CORP | $53K |
IGRCBRE GBL REAL ESTATE INC FD | $51K |
DHFBNY MELLON HIGH YIELD STRATE | $40K |