Fund HoldingsSowell Financial Services LLC

Total Portfolio Value
$2.72B
Total Bought
$377.31M
Total Sold
$290.81M
Net Transaction
+$86.50M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ADVISORS INNER CIRCLE FD III
RAYLIANT NXTGEN
0757,637+757,637025,1540.92%+25,154
SPDR SERIES TRUST
ST STR P500ETF
0184,788+184,788014,8240.54%+14,824
APPLE INC(AAPL)402,464427,645+25,181102,479116,2604.27%+13,780
SELECT SECTOR SPDR TR
ST STR TECHN ETF
084,150+84,150012,1150.45%+12,115
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0340,348+340,348017,2180.63%+17,218
SELECT SECTOR SPDR TR
ST STR FINL ETF
0139,132+139,13207,6200.28%+7,620
ISHARES TR84,16492,667+8,50356,33163,4712.33%+7,140
ALPHABET INC(GOOG)99,72198,690-1,03124,24230,8901.13%+6,648
GOLDMAN SACHS ETF TR
ACCESS US AGRAT
0222,255+222,25509,2280.34%+9,228
SPDR S&P 500 ETF TR(SPY)77,20584,151+6,94651,43357,3852.11%+5,952
SELECT SECTOR SPDR TR
ST STR CARE ETF
033,196+33,19605,1390.19%+5,139
ALPHABET INC(GOOG)74,80974,159-65018,22023,2710.85%+5,051
CATERPILLAR INC(CAT)11,95118,619+6,6685,70210,6660.39%+4,964
CHICAGO ATLANTIC BDC INC0478,208+478,20804,9400.18%+4,940
ISHARES SILVER TR(SLV)253,530236,354-17,17610,74215,2260.56%+4,484
SPDR SERIES TRUST
ST TERM HIGH ETF
0172,216+172,21604,3610.16%+4,361
SPDR SERIES TRUST
ST STR RATE ETF
0129,627+129,62703,9830.15%+3,983
SELECT SECTOR SPDR TR
ST STR INDL ETF
024,756+24,75603,8400.14%+3,840
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
138,747335,252+196,5052,6106,3140.23%+3,705
SELECT SECTOR SPDR TR
ST STR ENERG ETF
079,278+79,27803,5450.13%+3,545
FREQUENCY ELECTRS INC(FEIM)063,265+63,26503,4060.13%+3,406
PROFESIONALLY MANAGED PORTFO
AKRE FOCUS ETF
048,490+48,49003,1770.12%+3,177
NEOS ETF TRUST
NEOS S&P 500 HI
056,501+56,50102,9680.11%+2,968
ISHARES TR071,050+71,05006,8230.25%+6,823
SPDR SERIES TRUST
ST STR SP600 SML
062,041+62,04102,9070.11%+2,907
FIDELITY MERRIMACK STR TR057,865+57,86502,9070.11%+2,907
SPDR SERIES TRUST
ST STR AGGRE ETF
0107,269+107,26902,7620.10%+2,762
AMAZON COM INC(AMZN)0212,704+212,704049,0961.80%+49,096
INVESCO QQQ TR116,823118,474+1,65170,13772,7802.67%+2,643
FIRST TR EXCHANGE-TRADED FD018,091+18,09102,5710.09%+2,571
SPDR SERIES TRUST
ST STR CONV ETF
027,031+27,03102,4110.09%+2,411
PROSHARES TR
PSHS ULT S&P 500
099,719+99,71905,7760.21%+5,776
UNIVERSAL INS HLDGS INC(UVE)070,651+70,65102,3880.09%+2,388
SELECT SECTOR SPDR TR
ST STR DISCR ETF
019,898+19,89802,3760.09%+2,376
ISHARES TR0229,717+229,717022,9440.84%+22,944
SPDR SERIES TRUST
ST STR SP METAL
022,574+22,57402,3390.09%+2,339
SPDR SERIES TRUST
ST LON TREAS ETF
087,027+87,02702,3040.08%+2,304
TECHNIPFMC PLC(FTI)051,621+51,62102,3000.08%+2,300
SPDR SERIES TRUST
ST STR BLO 1 ETF
023,852+23,85202,1800.08%+2,180
TWO RDS SHARED TR
SIMP AF WORL ETF
960,9231,061,026+100,10335,61737,7521.39%+2,135
SELECT SECTOR SPDR TR
ST STR SVC ETF
017,300+17,30002,0370.07%+2,037
ISHARES TR
MSCI USA QLT FCT
165,569172,371+6,80232,20334,2361.26%+2,033
EA SERIES TRUST
ALPHA ARCH 1-3
017,503+17,50302,0150.07%+2,015
TEVA PHARMACEUTICAL INDS LTD(TEVA)093,330+93,33002,9130.11%+2,913
ADVISORS INNER CIRCLE FD III
RAYLIANT NXTGEN
066,979+66,97901,9970.07%+1,997
SCHWAB STRATEGIC TR044,096+44,09601,9940.07%+1,994
ELI LILLY & CO(LLY)06,370+6,37006,8450.25%+6,845
SPDR SERIES TRUST
ST STR SP REGBNK
030,543+30,54301,9790.07%+1,979
SPDR SERIES TRUST
ST BLOO HIGH ETF
020,353+20,35301,9790.07%+1,979
VANECK ETF TRUST
RARE EAR STR ETF
026,745+26,74501,9770.07%+1,977
NEOS ETF TRUST
NASDAQ 100 HIGH
036,419+36,41901,9620.07%+1,962
SELECT SECTOR SPDR TR
ST STR STAPL ETF
025,061+25,06101,9470.07%+1,947
VANECK ETF TRUST
URANI NUCLE ETF
34,28552,174+17,8894,6516,4800.24%+1,829
MERCK & CO INC(MRK)072,363+72,36307,6170.28%+7,617
ENTERGY CORP NEW(ETR)023,237+23,23702,1480.08%+2,148
KLA CORP(KLAC)2,9834,085+1,1023,2184,9630.18%+1,746
DIMENSIONAL ETF TRUST
US CORE EQT MKT
183,655213,065+29,4108,4049,9710.37%+1,567
ISHARES GOLD TR(IAU)207,028204,583-2,44515,06516,6060.61%+1,541
JANUS DETROIT STR TR
HENDRSON AAA CL
664,177696,333+32,15633,72735,2211.29%+1,494
UNITED PARCEL SERVICE INC(UPS)082,666+82,66608,2000.30%+8,200
ISHARES TR
FLTG RATE NT ETF
065,183+65,18303,3150.12%+3,315
JOHNSON & JOHNSON(JNJ)59,45559,996+54111,02412,4160.46%+1,392
GOLDMAN SACHS ETF TR051,172+51,17202,3670.09%+2,367
CISCO SYS INC(CSCO)0111,921+111,92108,6210.32%+8,621
SELECT SECTOR SPDR TR
ST STR MATER ETF
027,746+27,74601,2580.05%+1,258
ISHARES TR090,790+90,79004,9670.18%+4,967
ADVANCED MICRO DEVICES INC(AMD)22,33422,636+3023,6134,8480.18%+1,234
ISHARES TR083,425+83,42501,8410.07%+1,841
HCA HEALTHCARE INC(HCA)03,975+3,97501,8560.07%+1,856
VANGUARD INDEX FDS023,039+23,039014,4490.53%+14,449
MICRON TECHNOLOGY INC(MU)010,412+10,41202,9720.11%+2,972
SPDR SERIES TRUST
ST STR PR SP1500
014,570+14,57001,2020.04%+1,202
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
36,94740,795+3,8489,13010,3180.38%+1,188
GOLDMAN SACHS ETF TR20,73032,775+12,0451,9153,0940.11%+1,179
ESCO TECHNOLOGIES INC(ESE)05,995+5,99501,1710.04%+1,171
SELECT SECTOR SPDR TR
ST STR REAL ETF
027,329+27,32901,1030.04%+1,103
WALMART INC(WMT)0138,531+138,531015,4340.57%+15,434
INVESCO EXCH TRADED FD TR II08,860+8,86001,0360.04%+1,036
ISHARES TR28,19930,064+1,86513,20914,2290.52%+1,020
SPDR SERIES TRUST
ST STR SP BIOT
08,339+8,33901,0170.04%+1,017
INVESCO EXCH TRADED FD TR II012,009+12,00901,0120.04%+1,012
ISHARES TR
CORE MSCI EAFE
233,167238,779+5,61220,35821,3610.78%+1,003
BRISTOL-MYERS SQUIBB CO(BMY)066,105+66,10503,5660.13%+3,566
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
022,322+22,32209900.04%+990
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
024,960+24,96009820.04%+982
ISHARES TR
CORE UNIVRSL USD
021,086+21,08609810.04%+981
ISHARES TR019,356+19,35601,8430.07%+1,843
SELECT SECTOR SPDR TR
ST STR UTIL ETF
022,945+22,94509800.04%+980
ISHARES TR014,483+14,48301,3930.05%+1,393
GOLDMAN SACHS ETF TR033,080+33,08001,6250.06%+1,625
ISHARES TR038,261+38,26105,4010.20%+5,401
AMERICAN EXPRESS CO(AXP)012,006+12,00604,4420.16%+4,442
INTERNATIONAL BUSINESS MACHS(IBM)036,587+36,587010,8380.40%+10,838
LYONDELLBASELL INDUSTRIES N
SHS - A -
020,684+20,68408960.03%+896
TESLA INC(TSLA)33,82735,436+1,60915,04315,9360.59%+893
PROSHARES TR
ON-DEMAND ETF
20,06644,898+24,8329671,8470.07%+881
HOWARD HUGHES HOLDINGS INC(HHH)70,58783,708+13,1215,8006,6770.25%+877
ISHARES TR052,897+52,89701,2210.04%+1,221
VANGUARD BD INDEX FDS0100,332+100,33207,4320.27%+7,432
PIMCO ETF TR
ACTIVE BD ETF
0265,987+265,987024,7580.91%+24,758
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