Institutions / Sowell Financial Services LLC / Holdings

Sowell Financial Services LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Tapestry Inc	—	$2.84M	22,216	0.1%
ORACLE CORP	—	$2.84M	14,561	0.1%
CVS HEALTH Corp	—	$2.84M	35,744	0.1%
Prologis Inc	—	$2.80M	21,904	0.1%
ABRDN SILVER ETF TRUST	—	$2.76M	40,843	0.1%
SPDR SERIES TRUST	—	$2.76M	107,269	0.1%
SPDR INDEX SHS FDS	—	$2.75M	61,827	0.1%
ETFS GOLD TR	—	$2.74M	66,806	0.1%
SCHWAB STRATEGIC TR	—	$2.74M	99,965	0.1%
GOLDMAN SACHS ETF TR	—	$2.74M	43,011	0.1%
ISHARES TR	—	$2.73M	8,443	0.1%
Dell Technologies Inc.	—	$2.71M	21,507	0.1%
INVESCO EXCHANGE TRADED FD T	—	$2.68M	14,005	0.1%
ISHARES TR	—	$2.68M	37,509	0.1%
LOCKHEED MARTIN CORP	—	$2.65M	5,471	0.1%
BROOKFIELD CORP	—	$2.61M	56,919	0.1%
MCKESSON CORP	—	$2.61M	3,182	0.1%
VANGUARD INTL EQUITY INDEX F	—	$2.61M	18,490	0.1%
SHOPIFY INC	—	$2.60M	16,169	0.1%
Intuitive Surgical Inc	—	$2.59M	4,570	0.1%
FIRST TR EXCHANGE-TRADED FD	—	$2.57M	18,091	0.1%
HERSHEY CO	—	$2.56M	14,062	0.1%
FIRST TR EXCHANGE-TRADED FD	—	$2.53M	55,217	0.1%
ENTERPRISE PRODUCTS PARTNERS L.P.EPD	MLP	$2.52M	78,468	0.1%
VANGUARD SCOTTSDALE FDS	—	$2.51M	41,870	0.1%
ISHARES TR	—	$2.50M	32,276	0.1%
FIRST TR EXCHANGE-TRADED FD	—	$2.49M	9,240	0.1%
HSBC HOLDINGS PLCHSBC	ADR	$2.49M	31,609	0.1%
DELTA AIR LINES, INC.	—	$2.48M	35,718	0.1%
CrowdStrike Holdings, Inc.	—	$2.48M	5,282	0.1%
VANGUARD SCOTTSDALE FDS	—	$2.47M	31,015	0.1%
DIMENSIONAL ETF TRUST	—	$2.47M	46,865	0.1%
WISDOMTREE TR	—	$2.46M	48,907	0.1%
REALTY INCOME CORP	—	$2.45M	43,508	0.1%
Salesforce Inc	—	$2.44M	9,222	0.1%
NIKE, Inc.	—	$2.43M	38,185	0.1%
Palo Alto Networks Inc	—	$2.43M	13,200	0.1%
THERMO FISHER SCIENTIFIC INC.	—	$2.42M	4,171	0.1%
SPDR SERIES TRUST	—	$2.41M	27,031	0.1%
ISHARES TR	—	$2.39M	16,938	0.1%
UNIVERSAL INSURANCE HOLDINGS, INC.	—	$2.39M	70,651	0.1%
SELECT SECTOR SPDR TR	—	$2.38M	19,898	0.1%
GOLDMAN SACHS ETF TR	—	$2.37M	51,172	0.1%
NEXTERA ENERGY INC	—	$2.35M	29,252	0.1%
SPDR SERIES TRUST	—	$2.34M	22,574	0.1%
ISHARES TR	—	$2.33M	19,189	0.1%
ISHARES TR	—	$2.33M	44,048	0.1%
SPDR SERIES TRUST	—	$2.30M	87,027	0.1%
TechnipFMC plc	—	$2.30M	51,621	0.1%
ISHARES TR	—	$2.29M	28,419	0.1%