Sowell Financial Services LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.85 Billion distributed in 505 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $99.5M, Microsoft Corp with a value of $65.8M, Nvidia Corp with a value of $61M, Invesco Qqq Trust, Series 1 with a value of $59.1M, and Amazon Com Inc with a value of $48.4M.
Examining the 13F form we can see an decrease of $242M in the current position value, from $2.1B to 1.85B.
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
$1.85 Billion
ETFs: $931 Million
Technology: $299 Million
Financial Services: $157 Million
Consumer Cyclical: $100 Million
Consumer Defensive: $91.8 Million
Communication Services: $74.3 Million
Energy: $62 Million
Healthcare: $56.7 Million
Other: $78.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
