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
$738B
$4.99 Million 0.21% of portfolio
6,395
Q2 2025 Reduced 5.78%
$375B
$4.97 Million 0.21% of portfolio
31,184
Q2 2025 Reduced 0.08%
$88.9B
$4.87 Million 0.21% of portfolio
15,540
Q2 2025 Reduced 0.91%
$1.22T
$4.92 Million 0.21% of portfolio
21,707
Q2 2025 Added 0.02%
$0
$4.89 Million 0.21% of portfolio
44,746
Q2 2025 Added 12.36%
$220B
$4.6 Million 0.2% of portfolio
11,857
Q2 2025 Reduced 20.68%
$201B
$4.68 Million 0.2% of portfolio
35,441
Q2 2025 Added 7.61%
$141B
$4.78 Million 0.2% of portfolio
197,334
Q2 2025 Added 10.83%
$0
$4.59 Million 0.2% of portfolio
34,032
Q2 2025 Reduced 5.36%
$109B
$4.64 Million 0.2% of portfolio
15,224
Q2 2025 Reduced 27.15%
$0
$4.41 Million 0.19% of portfolio
141,703
Q2 2025 Added 3.24%
$0
$4.33 Million 0.19% of portfolio
94,542
Q2 2025 Added 2.05%
$239B
$4.41 Million 0.19% of portfolio
6,225
Q2 2025 Added 10.75%
$0
$4.44 Million 0.19% of portfolio
12,640
Q2 2025 Reduced 9.64%
$0
$4.34 Million 0.19% of portfolio
182,893
Q2 2025 Reduced 1.52%
$0
$4.5 Million 0.19% of portfolio
139,300
Q3 2024 Reduced 19.53%
$0
$4.15 Million 0.18% of portfolio
31,197
Q2 2025 Added 4.07%
$0
$4.28 Million 0.18% of portfolio
169,962
Q2 2025 Reduced 6.2%
$61.8B
$4.31 Million 0.18% of portfolio
53,650
Q2 2025 Reduced 0.45%
$58.9B
$4.23 Million 0.18% of portfolio
20,658
Q2 2025 Added 3.06%
$0
$3.92 Million 0.17% of portfolio
16,419
Q2 2025 Added 52.66%
$0
$3.95 Million 0.17% of portfolio
172,012
Q2 2025 Reduced 7.67%
$0
$4.02 Million 0.17% of portfolio
165,435
Q2 2025 Reduced 0.89%
$0
$4.05 Million 0.17% of portfolio
84,000
Q2 2025 Reduced 48.9%
$35.3B
$3.97 Million 0.17% of portfolio
153,836
Q2 2025 Added 10.83%
$642B
$3.87 Million 0.17% of portfolio
17,704
Q2 2025 Reduced 5.99%
$0
$3.86 Million 0.17% of portfolio
125,309
Q2 2025 Reduced 1.84%
$227B
$3.75 Million 0.16% of portfolio
11,752
Q2 2025 Added 41.85%
$93B
$3.82 Million 0.16% of portfolio
32,352
Q2 2025 Reduced 0.75%
$30.2B
$3.67 Million 0.16% of portfolio
70,906
Q2 2025 Added 12.12%
$0
$3.81 Million 0.16% of portfolio
34,778
Q2 2025 Added 0.35%
$0
$3.65 Million 0.16% of portfolio
21,077
Q2 2025 Added 40.2%
$0
$3.71 Million 0.16% of portfolio
158,931
Q2 2025 Added 4.38%
$0
$3.72 Million 0.16% of portfolio
146,325
Q2 2025 Reduced 0.01%
$52B
$3.72 Million 0.16% of portfolio
51,805
Q2 2025 Added 8.07%
$0
$3.69 Million 0.16% of portfolio
90,820
Q2 2025 Added 16.13%
$0
$3.77 Million 0.16% of portfolio
28,276
Q2 2025 Added 2.2%
$0
$3.54 Million 0.15% of portfolio
208,381
Q2 2025 Added 0.0%
$65.2B
$3.44 Million 0.15% of portfolio
40,567
Q2 2025 Added 1.05%
$0
$3.44 Million 0.15% of portfolio
71,413
Q2 2025 Added 0.3%
$0
$3.49 Million 0.15% of portfolio
39,075
Q2 2025 Reduced 0.03%
$0
$3.53 Million 0.15% of portfolio
32,230
Q2 2025 Added 0.86%
$0
$3.54 Million 0.15% of portfolio
69,321
Q2 2025 Added 41.21%
$0
$3.55 Million 0.15% of portfolio
24,063
Q2 2025 Reduced 2.01%
$220B
$3.25 Million 0.14% of portfolio
23,890
Q2 2025 Added 0.45%
$10.4B
$3.16 Million 0.14% of portfolio
119,007
Q2 2025 Reduced 5.38%
$164B
$3.29 Million 0.14% of portfolio
11,785
Q2 2025 Added 13.11%
$0
$3.37 Million 0.14% of portfolio
15,843
Q2 2025 Reduced 7.0%
$0
$3.38 Million 0.14% of portfolio
33,757
Q2 2025 Added 6.88%

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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