Titelia

Holdings of Sowell Financial Services LLC

943 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 23.4 % of the equity sleeve

Sector breakdown

  • Technology 14.6 %
  • Funds 8.5 %
  • Financials 6.1 %
  • Consumer discretionary 4.8 %
  • Industrials 4.4 %
  • Communication 4.0 %
  • Consumer staples 3.6 %
  • Health care 3.6 %
  • Energy 1.9 %
  • Materials 1.1 %
  • Utilities 1.1 %
  • Real estate 0.4 %
  • Unattributed 46.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.1 %
  • TW 0.3 %
  • GB 0.2 %
  • IL 0.1 %
  • NL 0.1 %
  • JP 0.0 %
  • BR 0.0 %
  • ES 0.0 %
  • DE 0.0 %
  • ZA 0.0 %
  • FR 0.0 %
  • AU 0.0 %
  • Other countries 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US9082.4B $99.06 %
2TW16.8M $0.28 %
3GB85.1M $0.21 %
4IL12.8M $0.11 %
5NL21.9M $0.08 %
6JP31.2M $0.05 %
7BR41M $0.04 %
8ES3822.9K $0.03 %
9DE1568.1K $0.02 %
10ZA2531.6K $0.02 %
11FR1462.6K $0.02 %
12AU1419.7K $0.02 %

Positions

RankCompanySharesValueWeight
401Intuit Inc 2,105910K $
402Goldman Sachs ActiveBeta International Equity ETF 20,934902.9K $
403US Bancorp 16,956881.9K $
404iShares National Muni Bond ETF 8,295880.5K $
405iShares Trust 18,788867.8K $
406Alibaba Group Holding Ltd 6,892864.7K $
407PNC Financial Services Group Inc/The 4,138861.2K $
408VanEck Preferred Securities ex 48,996859.4K $
409Autodesk Inc 3,561852.5K $
410First Trust Exchange-Traded Fund III 17,833847.8K $
411ServiceNow Inc 8,105847.4K $
412iShares Trust 20,159843.6K $
413VanEck Gold Miners ETF/USA 9,191843.5K $
414VanEck Short High Yield Muni ETF 37,160842K $
415iShares Global Infrastructure ETF 12,499837.4K $
416IQVIA Holdings Inc 4,899835.5K $
417JPMorgan BetaBuilders Canada E 8,875834.8K $
418Quest Diagnostics Inc 4,243831.5K $
419Houlihan Lokey Inc 5,770828.7K $
420iShares Trust 6,460827.6K $
421iShares Bitcoin Trust ETF 21,360820.7K $
422iShares 0-1 Year Treasury Bond ETF 7,414818.5K $
423Capital Group Dividend Value ETF 19,226817.9K $
424State Street SPDR S&P Homebuilders ETF 8,269816.3K $
425Avantis Emerging Markets Equity ETF 10,115815.1K $
426CH Robinson Worldwide Inc 4,889812K $
427BWX Technologies Inc 3,962810.2K $
428Invesco S&P 500 Low Volatility 11,014805.6K $
429Olin Corp 26,987802.3K $
430Vertiv Holdings Co 3,200801.9K $
431United Airlines Holdings Inc 8,657797K $
432Williams-Sonoma Inc 4,349793K $
433Conagra Brands Inc 49,868783.9K $
434Vanguard Mid-Cap Growth ETF 3,002772.4K $
435Cohen & Steers Quality Income 63,266762.4K $
436WW Grainger Inc 693756.3K $
437J.P. MORGAN EXCHANGE-TRADED FUND TRUST 8,801753.7K $
438FT Vest Laddered Buffer ETF 22,262751.8K $
439Schwab U.S. Aggregate Bond ETF 32,296749.9K $
440CoreWeave Inc 9,627745.8K $
441Elevance Health Inc 2,531740.8K $
442Kratos Defense & Security Solutions, Inc. 10,499740.3K $
443SPDR Series Trust 24,522737.4K $
444EQT Corp 11,457729.1K $
445iShares Global Energy ETF 12,649728.7K $
446American Water Works Co Inc 5,349728K $
447Gaming and Leisure Properties Inc 16,397727.5K $
448Timothy Plan 17,111726.3K $
449Portland General Electric Co 13,526713.8K $
450iShares Trust 16,731711K $
451AppLovin Corp 1,777707.3K $
452Invesco S&P 500 Momentum ETF 6,294705.6K $
453HP Inc 36,247696.3K $
454First Trust Exchange-Traded Fund VIII 15,660693.4K $
455Sterling Infrastructure Inc 1,698691.5K $
456Marsh & McLennan Cos Inc 3,984690.9K $
457Devon Energy Corp 13,619685.3K $
458State Street SPDR Portfolio Short Term Treasury ETF 23,484685.3K $
459John Hancock Preferred Income Fund III 48,105685K $
460iShares Trust 8,276683.3K $
461SPDR Series Trust 2,690683.2K $
462MercadoLibre Inc 395683K $
463Neurocrine Biosciences Inc 5,182682.7K $
464Baxter International Inc 40,601682.1K $
465Moody's Corp 1,562681.5K $
466BlackRock ETF Trust II 13,121681.4K $
467Adobe Inc 2,800680.5K $
468State Street SPDR Portfolio Emerging Markets ETF 14,417676.3K $
469Halozyme Therapeutics Inc 10,443674.9K $
470American International Group Inc 8,928671.8K $
471Ulta Beauty Inc 1,283670.7K $
472Allspring Income Opportunities Fund 103,500670.7K $
473First Trust Exchange-Traded Fund IV 11,168667.6K $
474First Trust Exchange-Traded Fund VIII 12,860665.9K $
475Invesco S&P 500 Revenue ETF 5,791665.4K $
476Eaton Vance Tax-Advantaged Divid Income Fd 26,797657.9K $
477First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 4,021657.8K $
478Synchrony Financial 9,626654.7K $
479Kimberly-Clark Corp 6,726648.8K $
480Global X Funds 9,134647.1K $
481Global X Artificial Intelligence & Technology ETF 13,805644.3K $
482Parker-Hannifin Corp 718642.8K $
483iShares Trust 4,638641.8K $
484Western Asset Global Corporate Opportunity Fund Inc. 59,635641.7K $
485First Trust Intermediate Duration Preferred & Income Fund 36,388641.5K $
486Vanguard Large-Cap ETF 2,146641.5K $
487Tractor Supply Co 14,153641.1K $
488CAPITAL GROUP DIVIDEND GROWERS ETF 17,858641.1K $
489abrdn Income Credit Strategies Fund 125,568640.4K $
490Aflac Inc 5,827639.3K $
491First Trust Rising Dividend Achievers ETF 9,302635.1K $
492BP PLC 13,410630.3K $
493Invesco National AMT-Free Municipal Bond ETF 27,243626K $
494Dimensional U S Small Cap ETF 8,761623.2K $
495Vistra Corp 4,133621.3K $
496First Trust Exchange-Traded Fund IV 13,847620.4K $
497Invesco Emerging Markets Sovereign Debt ETF 29,407614.6K $
498Blackrock Inc 635610.9K $
499AutoZone Inc 179606K $
500Analog Devices Inc 1,903605.5K $