SOWELL FINANCIAL SERVICES LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAT | 12K | $5.70M |
 | UNH | 12K | $4.11M |
 | IONQ | 12K | $731.54K |
 | HL | 12K | $143.59K |
 | AMGN | 12K | $3.31M |
 | KNOP | 12K | $103.21K |
 | CRH | 12K | $1.40M |
 | ENB | 12K | $587.02K |
 | PNW | 12K | $1.04M |
 | HPQ | 12K | $315.12K |
 | BBDC | 12K | $100.93K |
 | WBD | 11K | $224.44K |
 | VLO | 11K | $1.95M |
 | NVO | 11K | $621.55K |
 | PSX | 11K | $1.51M |
 | LYG | 11K | $50.30K |
 | AVA | 11K | $417.77K |
 | VICI | 11K | $359.94K |
 | RCL | 11K | $3.55M |
 | HON | 11K | $2.29M |
Caterpillar Inc.
CAT
Shares Held
12K
Value
$5.70M
UnitedHealth Group Incorporated
UNH
Shares Held
12K
Value
$4.11M
IonQ, Inc.
IONQ
Shares Held
12K
Value
$731.54K
Hecla Mining Company
HL
Shares Held
12K
Value
$143.59K
Amgen Inc.
AMGN
Shares Held
12K
Value
$3.31M
KNOT Offshore Partners LP
KNOP
Shares Held
12K
Value
$103.21K
CRH plc
CRH
Shares Held
12K
Value
$1.40M
Enbridge Inc.
ENB
Shares Held
12K
Value
$587.02K
Pinnacle West Capital Corporation
PNW
Shares Held
12K
Value
$1.04M
HP Inc.
HPQ
Shares Held
12K
Value
$315.12K
Barings BDC, Inc.
BBDC
Shares Held
12K
Value
$100.93K
Warner Bros. Discovery, Inc.
WBD
Shares Held
11K
Value
$224.44K
Valero Energy Corporation
VLO
Shares Held
11K
Value
$1.95M
Novo Nordisk A/S
NVO
Shares Held
11K
Value
$621.55K
Phillips 66
PSX
Shares Held
11K
Value
$1.51M
Lloyds Banking Group plc
LYG
Shares Held
11K
Value
$50.30K
Avista Corporation
AVA
Shares Held
11K
Value
$417.77K
VICI Properties Inc.
VICI
Shares Held
11K
Value
$359.94K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
11K
Value
$3.55M
Honeywell International Inc.
HON
Shares Held
11K
Value
$2.29M