Sowell Financial Services LLC Portfolio Holdings

Sowell Financial Services LLC

  • $2.11 Billion
  • Q1 2025

Sowell Financial Services LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.11 Billion distributed in 1007 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $88.8M, Microsoft Corp with a value of $57.7M, Invesco Qqq Trust, Series 1 with a value of $55.2M, Ishares Core S&P 500 ETF with a value of $49.1M, and Spdr S&P 500 ETF Trust with a value of $42.8M.

Examining the 13F form we can see an increase of $257M in the current position value, from $1.85B to 2.11B.

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 $2.11 Billion
ETFs: $1 Billion
Technology: $291 Million
Financial Services: $200 Million
Consumer Cyclical: $112 Million
Consumer Defensive: $99.6 Million
Healthcare: $96 Million
Communication Services: $85.2 Million
Industrials: $76.5 Million
Other: $144 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$88.8 Million 4.21% of portfolio
399,743
Q1 2025 Added 0.57%
$2.92T
$57.7 Million 2.73% of portfolio
153,594
Q1 2025 Reduced 1.64%
$277B
$42.3 Million 2.0% of portfolio
390,520
Q1 2025 Reduced 14.0%
$1.93T
$41.6 Million 1.97% of portfolio
218,672
Q1 2025 Reduced 0.9%
$691B
$29.7 Million 1.4% of portfolio
55,673
Q1 2025 Reduced 0.89%
$432B
$19.7 Million 0.94% of portfolio
20,878
Q1 2025 Reduced 1.29%
$714B
$18.1 Million 0.86% of portfolio
73,663
Q1 2025 Added 1.84%
$509B
$18 Million 0.85% of portfolio
32,870
Q1 2025 Reduced 4.33%
$967B
$15.2 Million 0.72% of portfolio
98,242
Q1 2025 Added 10.45%
$452B
$14.8 Million 0.7% of portfolio
124,285
Q1 2025 Reduced 0.09%
$1.23T
$14.4 Million 0.68% of portfolio
24,981
Q1 2025 Added 14.47%
$548B
$13.8 Million 0.65% of portfolio
39,284
Q1 2025 Reduced 5.85%
$329B
$13.3 Million 0.63% of portfolio
63,551
Q1 2025 Added 8.5%
$77.9B
$13.2 Million 0.62% of portfolio
78,611
Q1 2025 Added 2.4%
$272B
$12.6 Million 0.6% of portfolio
75,142
Q1 2025 Reduced 6.58%
$258B
$12.7 Million 0.6% of portfolio
144,350
Q1 2025 Reduced 3.81%
$318B
$10.2 Million 0.48% of portfolio
244,733
Q1 2025 Reduced 0.92%
$208B
$10.1 Million 0.48% of portfolio
40,585
Q1 2025 Added 27.92%
$997B
$9.86 Million 0.47% of portfolio
63,118
Q1 2025 Reduced 6.5%
$404B
$9.76 Million 0.46% of portfolio
58,870
Q1 2025 Added 1.4%
$490B
$9.76 Million 0.46% of portfolio
10,467
Q1 2025 Reduced 8.74%
$38.6B
$9.12 Million 0.43% of portfolio
91,881
Q1 2025 Added 0.9%
$96.2B
$8.74 Million 0.41% of portfolio
89,096
Q1 2025 Reduced 3.08%
$900B
$8.45 Million 0.4% of portfolio
32,620
Q1 2025 Added 10.81%
$71.4B
$8.17 Million 0.39% of portfolio
74,271
Q1 2025 Added 11.47%
$265B
$7.98 Million 0.38% of portfolio
111,189
Q1 2025 Reduced 0.68%
$264B
$7.8 Million 0.37% of portfolio
49,135
Q1 2025 Added 7.79%
$233B
$7.52 Million 0.36% of portfolio
24,083
Q1 2025 Added 0.96%
$0
$7.09 Million 0.34% of portfolio
661,231
Q1 2025 Added 0.17%
$191B
$6.9 Million 0.33% of portfolio
244,077
Q1 2025 Reduced 4.87%
$210B
$6.48 Million 0.31% of portfolio
72,175
Q1 2025 Added 12.05%
$53.9B
$6.21 Million 0.29% of portfolio
334,115
Q1 2025 Reduced 3.74%
$75.9B
$5.88 Million 0.28% of portfolio
40,022
Q1 2025 Reduced 1.02%
$104B
$6 Million 0.28% of portfolio
99,940
Q1 2025 Added 1.78%
$233B
$6 Million 0.28% of portfolio
97,230
Q1 2025 Reduced 0.86%
$290B
$5.89 Million 0.28% of portfolio
22,077
Q1 2025 Added 34.13%
$392B
$6.01 Million 0.28% of portfolio
11,480
Q1 2025 Added 4.05%
$165B
$5.64 Million 0.27% of portfolio
57,105
Q1 2025 Added 6.18%
$840B
$5.61 Million 0.27% of portfolio
6,787
Q1 2025 New
$167B
$5.74 Million 0.27% of portfolio
37,363
Q1 2025 Added 10.17%
$176B
$5.77 Million 0.27% of portfolio
127,151
Q1 2025 Reduced 0.89%
$221B
$5.24 Million 0.25% of portfolio
62,090
Q1 2025 Added 11.05%
$382B
$5.32 Million 0.25% of portfolio
31,210
Q1 2025 Added 8.21%
$106B
$5.04 Million 0.24% of portfolio
29,579
Q1 2025 Added 4.1%
$366B
$5.06 Million 0.24% of portfolio
13,816
Q1 2025 Added 2.21%
$162B
$4.93 Million 0.23% of portfolio
14,949
Q1 2025 Added 20.32%
$184B
$4.94 Million 0.23% of portfolio
32,935
Q1 2025 Added 2.86%
$120B
$4.61 Million 0.22% of portfolio
8,380
Q1 2025 New
$129B
$4.51 Million 0.21% of portfolio
178,056
Q1 2025 Reduced 1.28%

Summary

  • Portfolio
  • No. of Stocks 1,007
  • Current Value $2.11 Billion
  • Prior Value $1.85 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 536 stocks
  • Additional Purchases 287 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 166 stocks
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