Sowell Financial Services LLC Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$2.7T

Holdings

1,106

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,106 positions)

#StockSharesValue% PortfolioType
201
TPRTAPESTRY INC
22,216$2.8B0.10%
202
ORCLORACLE CORP
14,561$2.8B0.10%
203
CVSCVS HEALTH CORP
35,744$2.8B0.10%
204
PLDPROLOGIS INC.
21,904$2.8B0.10%
205
SIVRABRDN SILVER ETF TRUST
40,843$2.8B0.10%
206
SPABSPDR SERIES TRUST
107,269$2.8B0.10%
207
SPDWSPDR INDEX SHS FDS
61,827$2.7B0.10%
208
SGOLETFS GOLD TR
66,806$2.7B0.10%
209
SCHDSCHWAB STRATEGIC TR
99,965$2.7B0.10%
210
GGUSGOLDMAN SACHS ETF TR
43,011$2.7B0.10%
211
IWOISHARES TR
8,443$2.7B0.10%
212
DELLDELL TECHNOLOGIES INC
21,507$2.7B0.10%
213
RSPINVESCO EXCHANGE TRADED FD T
14,005$2.7B0.10%
214
EFVISHARES TR
37,509$2.7B0.10%
215
LMTLOCKHEED MARTIN CORP
5,471$2.6B0.10%
216
BNBROOKFIELD CORP
56,919$2.6B0.10%
217
MCKMCKESSON CORP
3,182$2.6B0.10%
218
VTVANGUARD INTL EQUITY INDEX F
18,490$2.6B0.10%
219
SHOPSHOPIFY INC
16,169$2.6B0.10%
220
ISRGINTUITIVE SURGICAL INC
4,570$2.6B0.10%
221
QQEWFIRST TR EXCHANGE-TRADED FD
18,091$2.6B0.09%
222
HSYHERSHEY CO
14,062$2.6B0.09%
223
FTSLFIRST TR EXCHANGE-TRADED FD
55,217$2.5B0.09%
224
EPDENTERPRISE PRODS PARTNERS L
78,468$2.5B0.09%
225
VGITVANGUARD SCOTTSDALE FDS
41,870$2.5B0.09%
226
SCZISHARES TR
32,276$2.5B0.09%
227
FDNFIRST TR EXCHANGE-TRADED FD
9,240$2.5B0.09%
228
HBC2HSBC HLDGS PLC
31,609$2.5B0.09%
229
DALDELTA AIR LINES INC DEL
35,718$2.5B0.09%
230
CRWDCROWDSTRIKE HLDGS INC
5,282$2.5B0.09%
231
VCSHVANGUARD SCOTTSDALE FDS
31,015$2.5B0.09%
232
DFGXDIMENSIONAL ETF TRUST
46,865$2.5B0.09%
233
USFRWISDOMTREE TR
48,907$2.5B0.09%
234
OREALTY INCOME CORP
43,508$2.5B0.09%
235
CRMSALESFORCE INC
9,222$2.4B0.09%
236
NKENIKE INC
38,185$2.4B0.09%
237
PANWPALO ALTO NETWORKS INC
13,200$2.4B0.09%
238
TMOTHERMO FISHER SCIENTIFIC INC
4,171$2.4B0.09%
239
CWBSPDR SERIES TRUST
27,031$2.4B0.09%
240
AQLTISHARES TR
16,938$2.4B0.09%
241
UVEUNIVERSAL INS HLDGS INC
70,651$2.4B0.09%
242
XLYSELECT SECTOR SPDR TR
19,898$2.4B0.09%
243
GIGBGOLDMAN SACHS ETF TR
51,172$2.4B0.09%
244
NEENEXTERA ENERGY INC
29,252$2.3B0.09%
245
XMESPDR SERIES TRUST
22,574$2.3B0.09%
246
HDVISHARES TR
19,189$2.3B0.09%
247
IGSBISHARES TR
44,048$2.3B0.09%
248
SPTLSPDR SERIES TRUST
87,027$2.3B0.08%
249
FTITECHNIPFMC PLC
51,621$2.3B0.08%
250
HYGISHARES TR
28,419$2.3B0.08%
251
GBTCGRAYSCALE BITCOIN TRUST ETF
33,490$2.3B0.08%
252
LNGCHENIERE ENERGY INC
11,614$2.3B0.08%
253
PSAPUBLIC STORAGE OPER CO
8,619$2.2B0.08%
254
DNPDNP SELECT INCOME FD INC
222,917$2.2B0.08%
255
ABTABBOTT LABS
17,707$2.2B0.08%
256
URIUNITED RENTALS INC
2,721$2.2B0.08%
257
BILSPDR SERIES TRUST
23,852$2.2B0.08%
258
HONHONEYWELL INTL INC
11,121$2.2B0.08%
259
ETRENTERGY CORP NEW
23,237$2.1B0.08%
260
CLXCLOROX CO DEL
21,234$2.1B0.08%
261
TQQQPROSHARES TR
40,594$2.1B0.08%
262
FTLSFIRST TR EXCH TRADED FD III
30,131$2.1B0.08%
263
FDVVFIDELITY COVINGTON TRUST
37,607$2.1B0.08%
264
BNDXVANGUARD CHARLOTTE FDS
43,831$2.1B0.08%
265
GEGE AEROSPACE
6,837$2.1B0.08%
266
JBLJABIL INC
9,183$2.1B0.08%
267
PBTPINVESCO EXCH TRADED FD TR II
79,768$2.1B0.08%
268
KENKENON HLDGS LTD
31,076$2.1B0.08%
269
FDXFEDEX CORP
7,122$2.1B0.08%
270
DGCBDIMENSIONAL ETF TRUST
37,803$2.0B0.08%
271
XLCSELECT SECTOR SPDR TR
17,300$2.0B0.07%
272
QYLDGLOBAL X FDS
115,163$2.0B0.07%
273
COLBCOLUMBIA BKG SYS INC
72,527$2.0B0.07%
274
IJJISHARES TR
15,335$2.0B0.07%
275
BOXXEA SERIES TRUST
17,503$2.0B0.07%
276
DRIDARDEN RESTAURANTS INC
10,935$2.0B0.07%
277
UTGREAVES UTIL INCOME FD
54,726$2.0B0.07%
278
XFFCXFLAHERTY & CRUMRINE PFD SECS
121,157$2.0B0.07%
279
RWEMADVISORS INNER CIRCLE FD III
66,979$2.0B0.07%
280
FNDFSCHWAB STRATEGIC TR
44,096$2.0B0.07%
281
VNLAJANUS DETROIT STR TR
40,464$2.0B0.07%
282
LVLNSPDR SERIES TRUST
30,543$2.0B0.07%
283
JNKSPDR SERIES TRUST
20,353$2.0B0.07%
284
REMXVANECK ETF TRUST
26,745$2.0B0.07%
285
VBRVANGUARD INDEX FDS
9,274$2.0B0.07%
286
QQQINEOS ETF TRUST
36,419$2.0B0.07%
287
XLFISELECT SECTOR SPDR TR
25,061$1.9B0.07%
288
SOSOUTHERN CO
22,068$1.9B0.07%
289
DOWDOW INC
82,103$1.9B0.07%
290
VLOVALERO ENERGY CORP
11,762$1.9B0.07%
291
CMICUMMINS INC
3,729$1.9B0.07%
292
SPGSIMON PPTY GROUP INC NEW
10,257$1.9B0.07%
293
INTCINTEL CORP
51,276$1.9B0.07%
294
COPCONOCOPHILLIPS
20,142$1.9B0.07%
295
WYWEYERHAEUSER CO MTN BE
79,557$1.9B0.07%
296
OZKBANK OZK LITTLE ROCK ARK
40,914$1.9B0.07%
297
VWOVANGUARD INTL EQUITY INDEX F
34,776$1.9B0.07%
298
HCAHCA HEALTHCARE INC
3,975$1.9B0.07%
299
ONDPROSHARES TR
44,898$1.8B0.07%
300
MBBISHARES TR
19,356$1.8B0.07%
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