Sowell Financial Services LLC
Position in BETA — BETA Technologies, Inc.
CIK 1633697
NORTH LITTLE ROCK, AR
Position in BETA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$365,602
+$200,639 QoQ
Shares Held
21,827
+94.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#92
of 188 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BETA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Sowell Financial Services LLC holds $37,673,937 across 20 Aerospace & Defense names. BETA ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
32,447 | $7,023,802 | |
| 2 | WWD |
Woodward, Inc.
|
12,514 | $5,323,956 | |
| 3 | GE |
General Electric Co
|
13,158 | $4,917,539 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
8,133 | $4,559,441 | |
| 5 | RTX |
RTX Corp
|
23,282 | $4,417,293 | |
| 6 | LMT |
Lockheed Martin Corp
|
6,909 | $3,519,859 | |
| 7 | GD |
General Dynamics Corp
|
3,492 | $1,237,006 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
2,319 | $1,181,089 |
All Filings in BETA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,602 | 21,827 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $164,963 | 11,222 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||