Sowell Financial Services LLC Portfolio Holdings

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025

Sowell Financial Services LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.46 Billion distributed in 1068 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $102M, Nvidia Corp with a value of $77.7M, Microsoft Corp with a value of $73.2M, Invesco Qqq Trust, Series 1 with a value of $70.1M, and Ishares Core S&P 500 ETF with a value of $56.3M.

Examining the 13F form we can see an increase of $122M in the current position value, from $2.34B to 2.46B.

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 $2.46 Billion
ETFs: $1.19 Billion
Technology: $398 Million
Financial Services: $223 Million
Consumer Cyclical: $128 Million
Communication Services: $103 Million
Consumer Defensive: $94.4 Million
Healthcare: $89.5 Million
Industrials: $84.6 Million
Other: $134 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$102 Million 4.17% of portfolio
402,464
Q3 2025 Reduced 0.29%
$465B
$77.7 Million 3.16% of portfolio
416,270
Q3 2025 Added 0.43%
$3.78T
$73.2 Million 2.98% of portfolio
141,291
Q3 2025 Reduced 7.88%
$2.39T
$46.4 Million 1.89% of portfolio
211,442
Q3 2025 Reduced 7.11%
$662B
$29.4 Million 1.2% of portfolio
58,523
Q3 2025 Added 3.86%
$1.65T
$24.2 Million 0.99% of portfolio
99,721
Q3 2025 Added 0.59%
$881B
$21.7 Million 0.88% of portfolio
68,693
Q3 2025 Reduced 7.53%
$139B
$21.2 Million 0.86% of portfolio
64,120
Q3 2025 Reduced 23.79%
$1.37T
$21.2 Million 0.86% of portfolio
28,870
Q3 2025 Reduced 13.37%
$512B
$19.8 Million 0.8% of portfolio
34,790
Q3 2025 Added 2.6%
$1.74T
$18.2 Million 0.74% of portfolio
74,809
Q3 2025 Added 0.55%
$404B
$17.3 Million 0.7% of portfolio
18,690
Q3 2025 Reduced 9.94%
$1.29T
$15 Million 0.61% of portfolio
33,827
Q3 2025 Reduced 4.08%
$342B
$14.5 Million 0.59% of portfolio
79,472
Q3 2025 Added 2.64%
$279B
$14.4 Million 0.58% of portfolio
139,391
Q3 2025 Reduced 2.96%
$533B
$13.3 Million 0.54% of portfolio
38,968
Q3 2025 Reduced 0.16%
$414B
$12.3 Million 0.5% of portfolio
53,225
Q3 2025 Reduced 14.07%
$413B
$12.3 Million 0.5% of portfolio
239,216
Q3 2025 Reduced 1.77%
$303B
$11.4 Million 0.46% of portfolio
73,374
Q3 2025 Reduced 7.94%
$522B
$11 Million 0.45% of portfolio
59,455
Q3 2025 Reduced 1.28%
$49.1B
$10.2 Million 0.41% of portfolio
8,467
Q3 2025 Reduced 29.58%
$266B
$9.94 Million 0.4% of portfolio
35,232
Q3 2025 Reduced 12.28%
$306B
$9.41 Million 0.38% of portfolio
141,918
Q3 2025 Reduced 8.15%
$317B
$9.08 Million 0.37% of portfolio
108,349
Q3 2025 Reduced 1.94%
$0
$8.3 Million 0.34% of portfolio
280,272
Q3 2025 Reduced 9.03%
$97.3B
$7.91 Million 0.32% of portfolio
93,492
Q3 2025 Added 3.04%
$0
$7.29 Million 0.3% of portfolio
659,351
Q3 2025 Reduced 0.33%
$319B
$7.29 Million 0.3% of portfolio
106,586
Q3 2025 Added 1.46%
$367B
$7.42 Million 0.3% of portfolio
18,320
Q3 2025 Added 6.01%
$31.5B
$7.44 Million 0.3% of portfolio
102,019
Q3 2025 Reduced 5.77%
$237B
$7.26 Million 0.3% of portfolio
44,751
Q3 2025 Reduced 4.29%
$224B
$7.17 Million 0.29% of portfolio
23,581
Q3 2025 Added 1.8%
$172B
$6.79 Million 0.28% of portfolio
154,444
Q3 2025 Reduced 11.31%
$104B
$6.57 Million 0.27% of portfolio
99,461
Q3 2025 Reduced 0.86%
$68.7B
$6.74 Million 0.27% of portfolio
80,677
Q3 2025 Added 0.21%
$181B
$6.49 Million 0.26% of portfolio
229,695
Q3 2025 Reduced 6.83%
$114B
$6.29 Million 0.26% of portfolio
29,144
Q3 2025 Reduced 1.67%
$79.6B
$6.25 Million 0.25% of portfolio
50,492
Q3 2025 Reduced 8.31%
$91.4B
$5.87 Million 0.24% of portfolio
37,853
Q3 2025 Reduced 2.52%
$193B
$5.98 Million 0.24% of portfolio
52,219
Q3 2025 Reduced 1.43%
$52.5B
$6 Million 0.24% of portfolio
349,380
Q3 2025 Added 5.46%
$235B
$5.79 Million 0.24% of portfolio
68,997
Q3 2025 Reduced 11.4%
$291B
$5.7 Million 0.23% of portfolio
11,951
Q3 2025 Added 0.79%
$181B
$5.59 Million 0.23% of portfolio
57,100
Q3 2025 Added 0.43%
$204B
$5.48 Million 0.22% of portfolio
38,990
Q3 2025 Added 10.01%
$187B
$5.47 Million 0.22% of portfolio
32,871
Q3 2025 Reduced 5.01%
$1.46T
$5.25 Million 0.21% of portfolio
18,797
Q3 2025 Reduced 13.41%
$39.4B
$4.92 Million 0.2% of portfolio
6,851
Q3 2025 Added 8.57%
$971B
$4.86 Million 0.2% of portfolio
6,371
Q3 2025 Reduced 0.38%

Summary

  • Portfolio
  • No. of Stocks 1,068
  • Current Value $2.46 Billion
  • Prior Value $2.34 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 104 stocks
  • Additional Purchases 485 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 431 stocks
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