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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.6B
$2.36 Million 0.1% of portfolio
3,138
Q2 2025 Added 2.55%
$124B
$2.05 Million 0.09% of portfolio
6,637
Q2 2025 Added 1.02%
$423B
$2.19 Million 0.09% of portfolio
3
Q1 2025 New
$83.2B
$2.09 Million 0.09% of portfolio
9,838
Q2 2025 Added 131.86%
$36.7B
$2.1 Million 0.09% of portfolio
17,116
Q2 2025 Reduced 7.16%
$2.56B
$2.05 Million 0.09% of portfolio
136,348
Q2 2025 Added 4.94%
$0
$2.02 Million 0.09% of portfolio
124,186
Q2 2025 Reduced 2.59%
$1.2B
$2.04 Million 0.09% of portfolio
84,923
Q2 2025 Reduced 5.18%
$31B
$2.03 Million 0.09% of portfolio
9,291
Q2 2025 Added 0.15%
$113B
$2.21 Million 0.09% of portfolio
4,774
Q2 2025 Added 1.53%
$152B
$2.14 Million 0.09% of portfolio
9,631
Q2 2025 Added 2.76%
$141B
$2.05 Million 0.09% of portfolio
29,470
Q2 2025 Reduced 25.24%
$0
$2.01 Million 0.09% of portfolio
373,043
Q2 2025 Reduced 6.82%
$96.8B
$2.13 Million 0.09% of portfolio
20,278
Q2 2025 Added 40.75%
$0
$2.08 Million 0.09% of portfolio
57,609
Q2 2025 Reduced 0.59%
$102B
$2.03 Million 0.09% of portfolio
22,148
Q2 2025 Reduced 0.45%
$5.84B
$1.91 Million 0.08% of portfolio
40,682
Q2 2025 Added 395.7%
$120B
$1.87 Million 0.08% of portfolio
20,888
Q2 2025 Reduced 5.63%
$37.5B
$1.91 Million 0.08% of portfolio
38,787
Q2 2025 Added 0.14%
$60B
$1.77 Million 0.08% of portfolio
7,774
Q2 2025 Added 1.33%
$169B
$1.92 Million 0.08% of portfolio
3,533
Q2 2025 Reduced 22.91%
$35.6B
$1.85 Million 0.08% of portfolio
32,108
Q2 2025 Added 2.5%
$85.6B
$1.77 Million 0.08% of portfolio
5,351
Q2 2025 Added 3.66%
$245B
$1.82 Million 0.08% of portfolio
5,819
Q2 2025 Reduced 49.31%
$14.1B
$1.78 Million 0.08% of portfolio
22,000
Q2 2025 Reduced 6.53%
$19B
$1.94 Million 0.08% of portfolio
75,681
Q2 2025 Added 0.12%
$0
$1.55 Million 0.07% of portfolio
164,342
Q2 2025 Reduced 0.26%
$123B
$1.61 Million 0.07% of portfolio
10,774
Q2 2025 Reduced 13.66%
$1.99B
$1.66 Million 0.07% of portfolio
70,934
Q2 2025 Reduced 0.55%
$141B
$1.68 Million 0.07% of portfolio
47,040
Q2 2025 Added 52.1%
$306B
$1.63 Million 0.07% of portfolio
6,350
Q2 2025 Reduced 5.28%
$2.04B
$1.61 Million 0.07% of portfolio
93,651
Q1 2025 Added 1.35%
$201B
$1.52 Million 0.07% of portfolio
1,930
Q2 2025 Added 38.25%
$2.16B
$1.68 Million 0.07% of portfolio
14,841
Q2 2025 Reduced 1.5%
$79.3B
$1.57 Million 0.07% of portfolio
9,435
Q2 2025 Reduced 9.62%
$66.3B
$1.58 Million 0.07% of portfolio
20,393
Q2 2025 Reduced 0.14%
$3.68B
$1.68 Million 0.07% of portfolio
4,152
Q2 2025 Reduced 12.39%
$172B
$1.68 Million 0.07% of portfolio
1,635
Q2 2025 Reduced 5.0%
$178B
$1.61 Million 0.07% of portfolio
13,965
Q2 2025 Reduced 14.41%
$26.8B
$1.62 Million 0.07% of portfolio
18,422
Q2 2025 Reduced 21.63%
$187B
$1.71 Million 0.07% of portfolio
4,214
Q2 2025 Reduced 24.71%
$51.4B
$1.53 Million 0.07% of portfolio
11,397
Q2 2025 Added 5.79%
$7.73B
$1.74 Million 0.07% of portfolio
21,396
Q2 2025 Reduced 10.63%
$150B
$1.38 Million 0.06% of portfolio
4,629
Q2 2025 Reduced 3.7%
$157B
$1.3 Million 0.06% of portfolio
3,352
Q2 2025 Reduced 25.46%
$56.3B
$1.51 Million 0.06% of portfolio
4,622
Q2 2025 Reduced 4.64%
$153B
$1.3 Million 0.06% of portfolio
2,558
Q2 2025 Reduced 10.81%
$53.3B
$1.41 Million 0.06% of portfolio
18,881
Q2 2025 New
$139B
$1.48 Million 0.06% of portfolio
11,984
Q2 2025 Added 10.69%

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
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email