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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Blackrock Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 6.5%
$0
$53,000 0.0% of portfolio
20,544
Q2 2025 Added 2.13%
Bondbloxx ETF Trust
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.62%
-
$0 0.0% of portfolio
-
Q1 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 New
Brookfield Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 34.88%
Capital Group Dividend Growe
-
$0 0.0% of portfolio
-
Q2 2025 Added 376.95%
-
$0 0.0% of portfolio
-
Q2 2025 Added 140.56%
-
$0 0.0% of portfolio
-
Q2 2025 Added 112.44%
Cava Group Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 14.96%
$0
$62,000 0.0% of portfolio
11,798
Q2 2025 Reduced 55.79%
Cheesecake Factory Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Columbia ETF Tr I
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.1%
$209M
$48,000 0.0% of portfolio
12,000
Q1 2025 New
$23.9B
$0 0.0% of portfolio
-
Q2 2025 Added 4.05%
$1.77B
$36,000 0.0% of portfolio
20,272
Q1 2025 New
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q2 2025 Added 6.76%
Dolly Varden Silver Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
$17.9B
$101,000 0.0% of portfolio
11,468
Q2 2025 Added 3.29%
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$95,000 0.0% of portfolio
10,091
Q2 2025 New
Fidelity Covington Trust
-
$0 0.0% of portfolio
-
Q2 2025 New
Fidelity Covington Trust
-
$0 0.0% of portfolio
-
Q2 2025 New
Fidelity Covington Trust
-
$0 0.0% of portfolio
-
Q2 2025 New
Fidelity Wise Origin Bitcoin
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.08%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.54%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.73%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.9%
Flutter Entmt PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 31.9%
$0
$0 0.0% of portfolio
34,611
Q2 2025 Added 15.64%
Franklin Templeton ETF Tr
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.78%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 20.03%
$5.04B
$94,000 0.0% of portfolio
32,377
Q2 2025 Reduced 4.11%
$484M
$38,000 0.0% of portfolio
27,000
Q1 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 New
Goldman Sachs ETF Tr
-
$0 0.0% of portfolio
-
Q2 2025 New
Goldman Sachs ETF Tr
-
$0 0.0% of portfolio
-
Q2 2025 New
Goldman Sachs ETF Tr
-
$0 0.0% of portfolio
-
Q2 2025 New
Goldman Sachs ETF Tr
-
$0 0.0% of portfolio
-
Q2 2025 New
$20.4B
$70,000 0.0% of portfolio
13,953
Q2 2025 Added 18.78%
Grayscale Bitcoin Mini Tr Et
-
$0 0.0% of portfolio
-
Q2 2025 Added 32.71%
Gsk PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 10.52%
$3.76B
$70,000 0.0% of portfolio
11,833
Q2 2025 Added 0.09%
-
$0 0.0% of portfolio
-
Q2 2025 New
Heritage Distilling Hldg CO
-
$0 0.0% of portfolio
-
Q1 2025 New
Howard Hughes Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$364M
$45,000 0.0% of portfolio
16,665
Q2 2025 Reduced 0.03%
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$0 0.0% of portfolio
16,467
Q2 2025 Added 8.1%

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
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