Sowell Financial Services LLC Portfolio Holdings

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.9 Million 0.37% of portfolio
660,122
Q4 2024 Added 5.11%
$0
$3.48 Million 0.19% of portfolio
208,369
Q4 2024 Added 5.92%
$0
$2.47 Million 0.13% of portfolio
313,912
Q4 2024 Added 1.14%
$0
$2.29 Million 0.12% of portfolio
402,636
Q4 2024 Added 3.02%
$0
$1.99 Million 0.11% of portfolio
127,953
Q4 2024 Added 4.25%
$0
$2.11 Million 0.11% of portfolio
239,167
Q4 2024 Reduced 0.14%
$0
$1.81 Million 0.1% of portfolio
57,265
Q4 2024 Added 3.86%
$0
$1.55 Million 0.08% of portfolio
168,588
Q4 2024 Added 6.0%
$0
$729,000 0.04% of portfolio
64,350
Q1 2024 Reduced 2.43%
$0
$654,000 0.04% of portfolio
36,388
Q1 2024 Reduced 1.55%
$0
$660,000 0.04% of portfolio
63,131
Q4 2024 Added 0.08%
$0
$697,000 0.04% of portfolio
46,435
Q4 2024 New
$0
$810,000 0.04% of portfolio
33,716
Q4 2024 Reduced 2.43%
$0
$820,000 0.04% of portfolio
37,464
Q4 2024 Added 2.88%
$0
$828,000 0.04% of portfolio
41,142
Q4 2024 Added 27.12%
$0
$830,000 0.04% of portfolio
139,139
Q4 2024 Added 0.3%
$0
$509,000 0.03% of portfolio
23,466
Q4 2024 Reduced 4.17%
$0
$606,000 0.03% of portfolio
88,000
Q4 2024 Added 131.58%
$0
$366,000 0.02% of portfolio
29,918
Q4 2024 Added 71.64%
$0
$370,000 0.02% of portfolio
29,496
Q4 2024 Reduced 9.98%
$0
$385,000 0.02% of portfolio
39,300
Q4 2024 Reduced 50.81%
$0
$352,000 0.02% of portfolio
39,073
Q4 2023 New
$0
$294,000 0.02% of portfolio
27,378
Q4 2024 Reduced 33.08%
$0
$315,000 0.02% of portfolio
29,379
Q4 2024 Reduced 4.51%
$0
$335,000 0.02% of portfolio
18,576
Q4 2024 Added 27.15%
$0
$348,000 0.02% of portfolio
30,860
Q4 2024 Reduced 4.71%
$0
$364,000 0.02% of portfolio
29,593
Q4 2024 Added 0.82%
$0
$452,000 0.02% of portfolio
40,099
Q4 2024 New
$0
$224,000 0.01% of portfolio
18,456
Q4 2024 New
$0
$228,000 0.01% of portfolio
23,200
Q1 2023 Reduced 0.43%
$0
$213,000 0.01% of portfolio
21,839
Q4 2024 Reduced 47.71%
$0
$274,000 0.01% of portfolio
23,552
Q4 2024 New
$0
$231,000 0.01% of portfolio
49,354
Q4 2024 Added 1.07%
$0
$250,000 0.01% of portfolio
25,000
Q2 2022 New
$0
$244,000 0.01% of portfolio
25,451
Q4 2024 Added 4.9%
$0
$254,000 0.01% of portfolio
17,369
Q1 2024 Reduced 5.74%
$0
$250,000 0.01% of portfolio
19,699
Q4 2024 Added 1.39%
$0
$0 0.0% of portfolio
14,493
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 505
  • Current Value $1.85 Billion
  • Prior Value $2.1 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 99 stocks
  • Additional Purchases 224 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 171 stocks
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