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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NFLXNETFLIX INC | 62,620 | $5.9B | 0.22% | |
| 102 | SSOPROSHARES TR | 99,719 | $5.8B | 0.21% | |
| 103 | MOALTRIA GROUP INC | 100,005 | $5.8B | 0.21% | |
| 104 | IVWISHARES TR | 46,780 | $5.8B | 0.21% | |
| 105 | QCOMQUALCOMM INC | 33,080 | $5.7B | 0.21% | |
| 106 | TAT&T INC | 227,760 | $5.7B | 0.21% | |
| 107 | DISDISNEY WALT CO | 48,562 | $5.5B | 0.20% | |
| 108 | DWDMORGAN STANLEY | 30,796 | $5.5B | 0.20% | |
| 109 | DFICDIMENSIONAL ETF TRUST | 158,354 | $5.5B | 0.20% | |
| 110 | IJTISHARES TR | 38,261 | $5.4B | 0.20% | |
| 111 | GSGOLDMAN SACHS GROUP INC | 6,038 | $5.3B | 0.19% | |
| 112 | PGPROCTER AND GAMBLE CO | 36,798 | $5.3B | 0.19% | |
| 113 | IWVISHARES TR | 13,544 | $5.2B | 0.19% | |
| 114 | SCHXSCHWAB STRATEGIC TR | 191,046 | $5.1B | 0.19% | |
| 115 | XLVSELECT SECTOR SPDR TR | 33,196 | $5.1B | 0.19% | |
| 116 | IBDRISHARES TR | 205,191 | $5.0B | 0.18% | |
| 117 | EEMISHARES TR | 90,790 | $5.0B | 0.18% | |
| 118 | KLACKLA CORP | 4,085 | $5.0B | 0.18% | |
| 119 | LEXILISTED FDS TR | 139,300 | $5.0B | 0.18% | |
| 120 | LIENCHICAGO ATLANTIC BDC INC | 478,208 | $4.9B | 0.18% | |
| 121 | AMDADVANCED MICRO DEVICES INC | 22,636 | $4.8B | 0.18% | |
| 122 | SOXXISHARES TR | 16,011 | $4.8B | 0.18% | |
| 123 | PPAINVESCO EXCHANGE TRADED FD T | 30,288 | $4.7B | 0.17% | |
| 124 | PFEPFIZER INC | 187,170 | $4.7B | 0.17% | |
| 125 | IBDSISHARES TR | 183,153 | $4.4B | 0.16% | |
| 126 | IBDTISHARES TR | 174,655 | $4.4B | 0.16% | |
| 127 | AXPAMERICAN EXPRESS CO | 12,006 | $4.4B | 0.16% | |
| 128 | IBDUISHARES TR | 187,194 | $4.4B | 0.16% | |
| 129 | SJNKSPDR SERIES TRUST | 172,216 | $4.4B | 0.16% | |
| 130 | JBBBJANUS DETROIT STR TR | 89,511 | $4.3B | 0.16% | |
| 131 | VBILVANGUARD INSTL INDEX FD | 56,431 | $4.3B | 0.16% | |
| 132 | FFORD MTR CO | 319,009 | $4.2B | 0.15% | |
| 133 | UNHUNITEDHEALTH GROUP INC | 12,550 | $4.1B | 0.15% | |
| 134 | AXONAXON ENTERPRISE INC | 7,269 | $4.1B | 0.15% | |
| 135 | CLOZSERIES PORTFOLIOS TR | 155,101 | $4.1B | 0.15% | |
| 136 | VYMVANGUARD WHITEHALL FDS | 28,619 | $4.1B | 0.15% | |
| 137 | JEPIJ P MORGAN EXCHANGE TRADED F | 70,606 | $4.0B | 0.15% | |
| 138 | LQDISHARES TR | 36,582 | $4.0B | 0.15% | |
| 139 | FLRNSPDR SERIES TRUST | 129,627 | $4.0B | 0.15% | |
| 140 | BLESNORTHERN LTS FD TR IV | 91,339 | $3.9B | 0.14% | |
| 141 | DUKDUKE ENERGY CORP NEW | 33,554 | $3.9B | 0.14% | |
| 142 | METMETLIFE INC | 49,809 | $3.9B | 0.14% | |
| 143 | AQLTISHARES TR | 167,774 | $3.9B | 0.14% | |
| 144 | XLISELECT SECTOR SPDR TR | 24,756 | $3.8B | 0.14% | |
| 145 | AMGNAMGEN INC | 11,713 | $3.8B | 0.14% | |
| 146 | IYWISHARES TR | 19,194 | $3.8B | 0.14% | |
| 147 | RTXRTX CORPORATION | 20,594 | $3.8B | 0.14% | |
| 148 | WWDWOODWARD INC | 12,490 | $3.8B | 0.14% | |
| 149 | IVEISHARES TR | 17,519 | $3.7B | 0.14% | |
| 150 | CGMSCAPITAL GRP FIXED INCM ETF T | 131,812 | $3.6B | 0.13% | |
| 151 | FLCFLAHERTY & CRUMRINE TOTAL RE | 207,717 | $3.6B | 0.13% | |
| 152 | FNDASCHWAB STRATEGIC TR | 114,859 | $3.6B | 0.13% | |
| 153 | GMUBGOLDMAN SACHS ETF TR | 70,243 | $3.6B | 0.13% | |
| 154 | QTECFIRST TR EXCHANGE-TRADED FD | 15,615 | $3.6B | 0.13% | |
| 155 | BMYBRISTOL-MYERS SQUIBB CO | 66,105 | $3.6B | 0.13% | |
| 156 | IGMISHARES TR | 27,599 | $3.6B | 0.13% | |
| 157 | XLESELECT SECTOR SPDR TR | 79,278 | $3.5B | 0.13% | |
| 158 | GQ9SPDR GOLD TR | 8,877 | $3.5B | 0.13% | |
| 159 | TSNTYSON FOODS INC | 59,997 | $3.5B | 0.13% | |
| 160 | MTUMISHARES TR | 13,820 | $3.5B | 0.13% | |
| 161 | IJHISHARES TR | 52,394 | $3.5B | 0.13% | |
| 162 | RCLROYAL CARIBBEAN GROUP | 12,330 | $3.4B | 0.13% | |
| 163 | KHCKRAFT HEINZ CO | 141,762 | $3.4B | 0.13% | |
| 164 | DFSDDIMENSIONAL ETF TRUST | 71,678 | $3.4B | 0.13% | |
| 165 | XLGINVESCO EXCHANGE TRADED FD T | 57,904 | $3.4B | 0.13% | |
| 166 | MGKVANGUARD WORLD FD | 8,288 | $3.4B | 0.13% | |
| 167 | DFEMDIMENSIONAL ETF TRUST | 103,025 | $3.4B | 0.13% | |
| 168 | FEIMFREQUENCY ELECTRS INC | 63,265 | $3.4B | 0.13% | |
| 169 | FEFIRSTENERGY CORP | 76,043 | $3.4B | 0.13% | |
| 170 | GISGENERAL MLS INC | 72,230 | $3.4B | 0.12% | |
| 171 | FLOTISHARES TR | 65,183 | $3.3B | 0.12% | |
| 172 | LRCXLAM RESEARCH CORP | 19,364 | $3.3B | 0.12% | |
| 173 | QLDPROSHARES TR | 46,863 | $3.3B | 0.12% | |
| 174 | EEMSISHARES INC | 48,860 | $3.3B | 0.12% | |
| 175 | NEMNEWMONT CORP | 32,812 | $3.3B | 0.12% | |
| 176 | KRKROGER CO | 51,599 | $3.2B | 0.12% | |
| 177 | MDYSPDR S&P MIDCAP 400 ETF TR | 5,331 | $3.2B | 0.12% | |
| 178 | AKREPROFESIONALLY MANAGED PORTFO | 48,490 | $3.2B | 0.12% | |
| 179 | IGVISHARES TR | 29,971 | $3.2B | 0.12% | |
| 180 | GBILGOLDMAN SACHS ETF TR | 31,624 | $3.2B | 0.12% | |
| 181 | COFCAPITAL ONE FINL CORP | 12,962 | $3.1B | 0.12% | |
| 182 | IMCBISHARES TR | 37,891 | $3.1B | 0.12% | |
| 183 | VEAVANGUARD TAX-MANAGED FDS | 50,022 | $3.1B | 0.11% | |
| 184 | CAHCARDINAL HEALTH INC | 15,194 | $3.1B | 0.11% | |
| 185 | FBNDFIDELITY MERRIMACK STR TR | 67,505 | $3.1B | 0.11% | |
| 186 | GSUSGOLDMAN SACHS ETF TR | 32,775 | $3.1B | 0.11% | |
| 187 | AMATAPPLIED MATLS INC | 12,038 | $3.1B | 0.11% | |
| 188 | FTQIFIRST TR EXCHANGE TRADED FD | 147,253 | $3.1B | 0.11% | |
| 189 | IWRISHARES TR | 31,739 | $3.1B | 0.11% | |
| 190 | ALSALLSTATE CORP | 14,567 | $3.0B | 0.11% | |
| 191 | EIPIFIRST TR EXCHNG TRADED FD VI | 149,738 | $3.0B | 0.11% | |
| 192 | MUMICRON TECHNOLOGY INC | 10,412 | $3.0B | 0.11% | |
| 193 | SPYINEOS ETF TRUST | 56,501 | $3.0B | 0.11% | |
| 194 | MKLMARKEL GROUP INC | 1,367 | $2.9B | 0.11% | |
| 195 | LOWLOWES COS INC | 12,182 | $2.9B | 0.11% | |
| 196 | TEVATEVA PHARMACEUTICAL INDS LTD | 93,330 | $2.9B | 0.11% | |
| 197 | TPLCTIMOTHY PLAN | 64,046 | $2.9B | 0.11% | |
| 198 | SPSMSPDR SERIES TRUST | 62,041 | $2.9B | 0.11% | |
| 199 | FLDRFIDELITY MERRIMACK STR TR | 57,865 | $2.9B | 0.11% | |
| 200 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 90,169 | $2.9B | 0.11% |