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
501United Therapeutics Corp 1,018603.6K $
502Progressive Corp/The 3,033601.2K $
503SoFi Technologies Inc 37,765599.7K $
504CAPITAL GROUP CORE EQUITY ETF 15,474594.5K $
505Direxion NASDAQ-100 Equal Weighted Index ETF 6,029594K $
506Fox Corp 10,101589.9K $
507iShares Russell Top 200 Growth 2,365588.5K $
508American Electric Power Co Inc 4,471586.1K $
509Invesco Actively Managed Exchange-Traded Fund Trust 12,483584.6K $
510iShares Trust 10,948584.1K $
511LPL Financial Holdings Inc 1,941583.9K $
512Vanguard FTSE All-World ex-US ETF 7,748581.9K $
513Robinhood Markets Inc 8,383580.9K $
514iShares MSCI Japan ETF 6,803574.5K $
515Toyota Motor Corp 2,785573.9K $
516SAP SE 3,318568.1K $
517Airbnb Inc 4,497567.9K $
518Grupo Cibest SA 7,772565.9K $
519Emerson Electric Co. 4,299563.3K $
520Albemarle Corp 3,134562.7K $
521Ross Stores Inc 2,576558.1K $
522Blackrock Core Bond Trust 60,681555.8K $
523WisdomTree Trust 6,326555.7K $
524Best Buy Co Inc 8,591551.5K $
525First Trust Exchange-Traded Fund 10,824549.9K $
526Teradyne Inc 1,849548.2K $
527Strategy Inc 4,392548.1K $
528PIMCO ETF Trust 5,915545.9K $
529Global X MLP ETF 10,120545.2K $
530Invesco Exchange Traded Fund Trust II 28,812542.2K $
531Microchip Technology Inc 8,370540.8K $
532Vanguard Whitehall Funds 5,633530.9K $
533Hartford Insurance Group Inc/The 3,921530.2K $
534Invesco International Developed Dynamic Multifactor ETF 16,699528.4K $
535Zoetis Inc 4,447525.7K $
536Limoneira Co 39,160525.5K $
537Invesco Senior Loan ETF 25,728525.1K $
538Stryker Corp 1,571516.2K $
539Schwab International Equity ETF 20,824515.4K $
540Rockwell Automation Inc 1,436515.3K $
541Intercontinental Exchange Inc 3,274514.9K $
542Ishares Inc 6,495510.9K $
543Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 6,781509.9K $
544Vanguard Scottsdale Funds 8,707509.7K $
545iShares 5-10 Year Investment Grade Corporate Bond ETF 9,528507.1K $
546Dollar General Corp 4,260505.8K $
547Apollo Global Management Inc 4,529504.6K $
548iShares iBonds Dec 2032 Term C 19,724498.4K $
549Cadence Design Systems Inc 1,779494.3K $
550Vanguard World Fund 1,814494K $
551Ciena Corp 1,271493.4K $
552Truist Financial Corp 10,618488.1K $
553Cava Group Inc 6,009486.2K $
554Bitwise Bitcoin ETF 13,066481K $
555Occidental Petroleum Corp 7,378479.6K $
556Petroleo Brasileiro SA - Petrobras 25,537478.8K $
557State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 19,307478.8K $
558CME Group Inc 1,612476K $
559iShares Trust 6,927474.3K $
560Copart Inc 14,269473.7K $
561Vanguard International Dividend Appreciation ETF 5,337472.1K $
562First Trust Exchange-Traded Fund VIII 8,598470.5K $
563Avista Corp 11,699469.6K $
564Ryder System Inc 2,290468.7K $
565J M Smucker Co/The 4,844467.2K $
566Jones Lang LaSalle Inc 1,530465.6K $
567Cheniere Energy Inc 1,641465.5K $
568PTC Inc 3,250463.1K $
569Huntington Ingalls Industries, Inc. 1,218462.8K $
570Sanofi SA 9,602462.6K $
571First Trust Exchange-Traded Fund VIII 10,274461.4K $
572Colgate-Palmolive Co 5,402460.4K $
573Fastenal Co 9,907459.7K $
574Dillard's Inc 802458.9K $
575ISHARES U S ETF TR 9,013458.2K $
576Monster Beverage Corp 6,272454.5K $
577iShares Core MSCI Europe ETF 6,456453.7K $
578IonQ Inc 15,716453.1K $
579Vanguard Total International S 5,862452.1K $
580Regions Financial Corp 17,243450.4K $
581NuScale Power Corp 41,352448.3K $
582NUVEEN INSD TAX-FREE ADVANTAGE MUN FD 39,862447.7K $
583Vanguard FTSE All World ex-US 3,021440.4K $
584Curtiss-Wright Corp 644438.9K $
585NUVEEN AMT-FREE MUN CR INCOME FD 35,187433.9K $
586BlackRock ETF Trust 11,977433.8K $
587PPL Corp 11,330432.8K $
588DoorDash Inc 2,879432.3K $
589Consolidated Edison Inc 3,819432.2K $
590Archer Aviation Inc 83,514431.8K $
591iShares California Muni Bond ETF 7,587431.4K $
592Viatris Inc 31,906431.1K $
593Advanced Energy Industries Inc 1,335430.9K $
594iShares Global 100 ETF 3,550429.5K $
595Alerian Energy Infra 11,192427.6K $
596Atmos Energy Corp 2,314427.4K $
597Vanguard Malvern Funds 8,555427.3K $
598Boston Scientific Corp 6,776425.2K $
599First Trust Exchange-Traded Fund 2,117425.1K $
600Global X Uranium ETF 8,751423.8K $