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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.21B
$2.36 Million 0.11% of portfolio
89,564
Q1 2025 Reduced 4.72%
$366M
$1.98 Million 0.09% of portfolio
92,563
Q1 2025 New
$1.78B
$1.78 Million 0.08% of portfolio
71,326
Q1 2025 Added 0.62%
$1.73B
$1.47 Million 0.07% of portfolio
93,651
Q1 2025 Added 1.35%
$1.44B
$955,000 0.05% of portfolio
19,024
Q1 2025 Reduced 11.28%
$1.49B
$963,000 0.05% of portfolio
61,909
Q1 2025 Added 2.43%
$427M
$367,000 0.02% of portfolio
90,175
Q1 2025 New
$1.22B
$352,000 0.02% of portfolio
5,262
Q1 2025 New
$1.59B
$330,000 0.02% of portfolio
55,830
Q1 2025 Added 11.05%
$470M
$327,000 0.02% of portfolio
49,770
Q1 2025 New
$1.4B
$317,000 0.02% of portfolio
8,585
Q1 2025 New
$325M
$150,000 0.01% of portfolio
20,000
Q1 2024 New
$579M
$298,000 0.01% of portfolio
16,459
Q1 2025 Added 9.18%
$1.28B
$215,000 0.01% of portfolio
9,478
Q1 2025 New
$968M
$113,000 0.01% of portfolio
11,899
Q1 2025 New
$1.35B
$262,000 0.01% of portfolio
14,807
Q1 2025 Reduced 1.21%
$785M
$114,000 0.01% of portfolio
15,091
Q1 2025 New
$1.48B
$146,000 0.01% of portfolio
50,000
Q1 2025 New
$708M
$189,000 0.01% of portfolio
13,399
Q1 2025 Reduced 1.35%
$506M
$268,000 0.01% of portfolio
52,763
Q1 2025 Added 14.27%
$1.57B
$272,000 0.01% of portfolio
46,513
Q1 2025 New
$653M
$128,000 0.01% of portfolio
57,331
Q1 2025 New
$1.69B
$176,000 0.01% of portfolio
11,109
Q1 2025 New
$1.14B
$26,000 0.0% of portfolio
20,272
Q1 2025 New
$828M
$95,000 0.0% of portfolio
12,599
Q1 2025 New
$537M
$42,000 0.0% of portfolio
27,000
Q1 2025 New
$314M
$49,000 0.0% of portfolio
16,670
Q1 2025 New
$1.22B
$55,000 0.0% of portfolio
11,089
Q1 2025 New
$459M
$88,000 0.0% of portfolio
10,750
Q1 2025 New
$1.4B
$58,000 0.0% of portfolio
14,030
Q1 2025 New
$658M
$77,000 0.0% of portfolio
20,000
Q1 2025 New
$900M
$20,000 0.0% of portfolio
12,087
Q1 2025 New

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
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