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Sowell Financial Services LLC

All holdings · as of Dec 31, 2025

1,106 positions

CompanyClassValueShares% of portfolio
ORIGIN MATERIALS INC—$3.7K17,4000.0%
Datavault AI Inc.DVLTCommon Stock$12.4K19,0000.0%
PSQ HOLDINGS INC—$17.6K185,0000.0%
CHEESECAKE FACTORY INC—$19.7K20,0000.0%
SUMMIT HOTEL PPTYS—$24.8K25,0000.0%
GERON CORP—$35.7K27,0390.0%
BNY MELLON HIGH YIELD STRATEGIES FUND—$40.2K16,1950.0%
CBRE GLOBAL REAL ESTATE INCOME FUNDIGRClosed-End Fund$51.6K11,7740.0%
DOLLY VARDEN SILVER CORP—$53.6K12,2520.0%
ENEL CHILE S.A.—$57.5K14,2920.0%
DENISON MINES CORP.—$59.1K22,2260.0%
LLOYDS BANKING GROUP PLC—$60.0K11,3260.0%
MANNKIND CORP—$61.4K10,8210.0%
LITHIUM AMERICAS CORP.LACCommon Stock$66.6K15,2850.0%
BlackRock Technology & Private Equity Term TrustBTXClosed-End Fund$67.3K10,2110.0%
TMC the metals Co Inc.TMCCommon Stock$74.6K12,0870.0%
Ready Capital Corporation—$82.9K38,0280.0%
AEGON LTD.AEGNY Reg Shrs$84.5K10,9640.0%
Wendy's Co—$86.0K10,3240.0%
TETRA TECHNOLOGIES INC—$93.7K10,0000.0%
BlackRock TCP Capital Corp.TCPCCommon Stock$104.7K19,1470.0%
NUVEEN MUNICIPAL VALUE FUND INCNUVClosed-End Fund$106.8K11,7870.0%
NEOGEN CORP—$109.6K15,6730.0%
PROSPECT CAPITAL CORPPSECCommon Stock$112.2K43,3370.0%
BigBear.ai Holdings, Inc.—$112.3K20,7970.0%
Aurora Innovation, Inc.—$115.4K30,0440.0%
New Mountain Finance CorpNMFCCommon Stock$119.4K12,9670.0%
Kimbell Royalty Partners, LPKRPUnit$120.4K10,2340.0%
GERDAU S.A.GGBADR$123.2K33,3770.0%
Lumen Technologies, Inc.—$123.6K15,9130.0%
PennantPark Floating Rate Capital Ltd.PFLTCommon Stock$124.3K13,4100.0%
STANDARD LITHIUM LTD—$127.4K28,5000.0%
HAWAIIAN ELECTRIC INDUSTRIES INC—$127.8K10,3910.0%
QuantumScape Corp—$128.7K12,3500.0%
Corvus Pharmaceuticals, Inc.—$130.9K17,0000.0%
CION INVT CORP—$133.1K13,7630.0%
MidCap Financial Investment CorpMFICCommon Stock$135.1K11,8080.0%
INVESCO MUNICIPAL TRUST—$135.1K14,0000.0%
NOKIA CORP—$136.5K21,1040.0%
ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC—$139.1K13,0140.0%
PIMCO INCOME STRATEGY FUNDPFLClosed-End Fund$140.3K16,6410.0%
ECOPETROL S.A.ECADR$140.3K14,0030.0%
WisdomTree, Inc.—$140.4K11,5180.0%
BLACKROCK CORPORATE HIGH YIELD FUND, INC.HYTClosed-End Fund$140.5K15,7820.0%
FRANKLIN LTD DURATION INCOME TRUST—$141.6K23,0230.0%
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUNDWIWClosed-End Fund$142.9K16,6330.0%
GOLUB CAP BDC INC—$146.5K10,7960.0%
Grifols SA—$147.8K15,8040.0%
Eaton Vance Short Duration Diversified Income Fund—$151.6K13,8780.0%
Invesco Quality Municipal Income TrustIQIClosed-End Fund$152.4K15,3000.0%
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