Sowell Financial Services LLC Portfolio Holdings
Sowell Financial Services LLC
- $2.1 Billion
- Q3 2024
Sowell Financial Services LLC has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.1 Billion distributed in 530 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $93.8M, Vanguard Total Stock Market Et with a value of $70.5M, Microsoft Corp with a value of $60.5M, Invesco Qqq Trust, Series 1 with a value of $56.9M, and Ishares Core S&P 500 ETF with a value of $54.4M.
Examining the 13F form we can see an increase of $43.1M in the current position value, from $2.05B to 2.1B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 530
- Current Value $2.1 Billion
- Prior Value $2.05 Billion
- Filing
- Period Q3 2024
- Filing Date October 04, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 71 stocks
- Additional Purchases 181 stocks
- Sold out of 0 stocks
- Reduced holdings in 256 stocks