Sowell Financial Services LLC

Q3 2026 13F-HR Holdings

Location
North Little Rock, AR
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
1,198
Total value ($000)
$3,609,081
Net value change ($000)
+548,891 (17.9%)
New positions
152
Sold out positions
114
Turnover %
7.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WLDR 57,428 103.8%
AGGH 46,760 NEW
RWLC 37,311 109.4%
SPYM 25,816 135.4%
VTV 22,320 97.4%
MSFT 21,337 37.7%
USMV 19,895 208.8%
GSST 17,530 NEW
EXXONMOBIL HOLDINGS CORP 16,904 NEW
XLK 16,270 102.8%
Top Reduces (Value $000, Stocks/ETFs)
OKE -9,375 -100.0%
SMH -8,198 -24.4%
JPST -7,154 -40.1%
DFAC -6,815 -100.0%
KLAC -4,714 -67.2%
CAT -4,457 -23.9%
GOOGL -4,219 -11.8%
PPA -3,484 -59.4%
TEVA -3,083 -100.0%
RCL -3,010 -79.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type