Sowell Financial Services LLC Portfolio Holdings

Sowell Financial Services LLC

  • $2.34 Billion
  • Q2 2025

Sowell Financial Services LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.34 Billion distributed in 1040 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $82.8M, Microsoft Corp with a value of $76.3M, Nvidia Corp with a value of $65.5M, Invesco Qqq Trust, Series 1 with a value of $65.3M, and Ishares Core S&P 500 ETF with a value of $53.5M.

Examining the 13F form we can see an increase of $226M in the current position value, from $2.11B to 2.34B.

Sowell Financial Services LLC is based out at North Little Rock, AR

Below you can find more details about Sowell Financial Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.34 Billion
ETFs: $1.12 Billion
Technology: $360 Million
Financial Services: $213 Million
Consumer Cyclical: $125 Million
Communication Services: $113 Million
Consumer Defensive: $100 Million
Healthcare: $89.6 Million
Industrials: $83.3 Million
Other: $130 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$82.8 Million 3.54% of portfolio
403,635
Q2 2025 Added 0.97%
$3.77T
$76.3 Million 3.26% of portfolio
153,384
Q2 2025 Reduced 0.14%
$416B
$65.5 Million 2.8% of portfolio
414,471
Q2 2025 Added 6.13%
$0
$65.3 Million 2.79% of portfolio
118,330
Q2 2025 Added 0.51%
$0
$53.5 Million 2.29% of portfolio
86,193
Q2 2025 Reduced 1.35%
$2.32T
$49.9 Million 2.14% of portfolio
227,629
Q2 2025 Added 4.1%
$0
$49.1 Million 2.1% of portfolio
79,400
Q2 2025 Added 3.77%
$0
$32.5 Million 1.39% of portfolio
640,521
Q2 2025 Added 8.97%
$0
$30.5 Million 1.31% of portfolio
916,820
Q2 2025 Added 6.49%
$0
$30.1 Million 1.29% of portfolio
164,758
Q2 2025 Reduced 0.76%
$622B
$27.4 Million 1.17% of portfolio
56,347
Q2 2025 Added 1.21%
$1.58T
$24.6 Million 1.05% of portfolio
33,327
Q2 2025 Added 33.41%
$0
$23.5 Million 1.01% of portfolio
255,471
Q2 2025 Reduced 2.94%
$113B
$23.2 Million 0.99% of portfolio
84,136
Q2 2025 Added 7.03%
$855B
$21.5 Million 0.92% of portfolio
74,287
Q2 2025 Added 0.85%
$417B
$20.5 Million 0.88% of portfolio
20,752
Q2 2025 Reduced 0.6%
$533B
$19.1 Million 0.82% of portfolio
33,909
Q2 2025 Added 3.16%
$0
$18.8 Million 0.8% of portfolio
225,067
Q2 2025 Added 4.64%
$1.14T
$17.5 Million 0.75% of portfolio
99,139
Q2 2025 Added 0.91%
$0
$16.8 Million 0.72% of portfolio
166,392
Q2 2025 Added 7.88%
$0
$16.4 Million 0.7% of portfolio
827,259
Q2 2025 Reduced 2.99%
$530B
$16.1 Million 0.69% of portfolio
12,023
Q2 2025 Added 14.87%
$0
$14.8 Million 0.63% of portfolio
33,691
Q2 2025 Added 5.8%
$0
$13.9 Million 0.6% of portfolio
49,961
Q2 2025 Reduced 6.2%
$260B
$14 Million 0.6% of portfolio
143,641
Q2 2025 Reduced 0.49%
$575B
$13.9 Million 0.59% of portfolio
39,031
Q2 2025 Reduced 0.64%
$1.17T
$13.2 Million 0.56% of portfolio
74,403
Q2 2025 Added 17.88%
$452B
$12.9 Million 0.55% of portfolio
119,335
Q2 2025 Reduced 3.98%
$54.9B
$12.6 Million 0.54% of portfolio
201,779
Q2 2025 Reduced 8.02%
$0
$12.7 Million 0.54% of portfolio
174,714
Q2 2025 Reduced 6.4%
$0
$12.5 Million 0.54% of portfolio
22,044
Q2 2025 Added 6.4%
$0
$12.7 Million 0.54% of portfolio
72,054
Q2 2025 Reduced 1.83%
$253B
$11.8 Million 0.51% of portfolio
40,166
Q2 2025 Reduced 1.03%
$331B
$11.5 Million 0.49% of portfolio
61,941
Q2 2025 Reduced 2.53%
$383B
$11.5 Million 0.49% of portfolio
243,523
Q2 2025 Reduced 0.49%
$294B
$11.4 Million 0.49% of portfolio
79,699
Q2 2025 Added 6.06%
$0
$11.5 Million 0.49% of portfolio
27,341
Q2 2025 Added 0.45%
$1.05T
$11.2 Million 0.48% of portfolio
35,265
Q2 2025 Added 8.11%
$301B
$10.9 Million 0.47% of portfolio
154,506
Q2 2025 Reduced 0.57%
$0
$11 Million 0.47% of portfolio
112,386
Q2 2025 Reduced 3.58%
$0
$10.8 Million 0.46% of portfolio
42,643
Q2 2025 Added 2.02%
$0
$10.4 Million 0.45% of portfolio
143,357
Q2 2025 Reduced 26.37%
$0
$10.5 Million 0.45% of portfolio
112,009
Q2 2025 Added 0.92%
$293B
$10.6 Million 0.45% of portfolio
77,426
Q2 2025 Added 24.7%
$0
$9.97 Million 0.43% of portfolio
82,114
Q2 2025 Added 463.0%
$0
$9.48 Million 0.41% of portfolio
43,941
Q2 2025 Reduced 0.45%
$0
$9.11 Million 0.39% of portfolio
135,915
Q2 2025 Reduced 0.92%
$439B
$9.2 Million 0.39% of portfolio
60,227
Q2 2025 Added 2.31%
$0
$8.79 Million 0.38% of portfolio
161,422
Q2 2025 Added 864.17%

Summary

  • Portfolio
  • No. of Stocks 1,040
  • Current Value $2.34 Billion
  • Prior Value $2.11 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 101 stocks
  • Additional Purchases 454 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 433 stocks
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