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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.42 Million 0.21% of portfolio
13,988
Q1 2025 Added 4.73%
$0
$4.41 Million 0.21% of portfolio
185,713
Q1 2025 Added 2.08%
$129B
$4.51 Million 0.21% of portfolio
178,056
Q1 2025 Reduced 1.28%
$1.54B
$4.21 Million 0.2% of portfolio
129,640
Q1 2025 Added 61.79%
$146B
$4.24 Million 0.2% of portfolio
41,981
Q1 2025 Added 108.53%
$0
$4.23 Million 0.2% of portfolio
92,645
Q1 2025 Reduced 15.4%
$0
$4.27 Million 0.2% of portfolio
186,309
Q1 2025 Reduced 1.21%
$0
$4.3 Million 0.2% of portfolio
46,275
Q1 2025 Added 2.57%
$36.1B
$4.22 Million 0.2% of portfolio
138,807
Q1 2025 Reduced 5.45%
$60B
$4.33 Million 0.2% of portfolio
53,891
Q1 2025 Added 1.4%
$92.3B
$3.98 Million 0.19% of portfolio
32,596
Q1 2025 Added 1.38%
$0
$4.04 Million 0.19% of portfolio
166,924
Q1 2025 Added 6.08%
$0
$4.08 Million 0.19% of portfolio
139,300
Q3 2024 Reduced 19.53%
$0
$3.94 Million 0.19% of portfolio
127,662
Q1 2025 Added 8.57%
$154B
$4.09 Million 0.19% of portfolio
56,166
Q1 2025 Added 55.47%
$0
$3.81 Million 0.18% of portfolio
137,255
Q1 2025 Reduced 1.87%
$33.3B
$3.78 Million 0.18% of portfolio
63,240
Q1 2025 Added 2.59%
$0
$3.7 Million 0.18% of portfolio
146,345
Q1 2025 Added 6.15%
$0
$3.73 Million 0.18% of portfolio
29,978
Q1 2025 Added 6.35%
$0
$3.76 Million 0.18% of portfolio
34,655
Q1 2025 Added 1.81%
$17.6B
$3.84 Million 0.18% of portfolio
60,116
Q1 2025 Reduced 0.36%
$45.1B
$3.62 Million 0.17% of portfolio
55,184
Q1 2025 Added 18.27%
$36B
$3.54 Million 0.17% of portfolio
25,708
Q1 2025 New
$21.1B
$3.62 Million 0.17% of portfolio
103,677
Q1 2025 Added 2.07%
$0
$3.5 Million 0.17% of portfolio
208,375
Q1 2025 Added 0.0%
$0
$3.52 Million 0.17% of portfolio
152,255
Q1 2025 Added 4.53%
$0
$3.58 Million 0.17% of portfolio
61,322
Q1 2025 Reduced 3.35%
$0
$3.67 Million 0.17% of portfolio
31,137
Q1 2025 Added 3.8%
$856B
$3.6 Million 0.17% of portfolio
21,703
Q1 2025 Added 6.21%
$0
$3.69 Million 0.17% of portfolio
39,824
Q1 2025 Added 36.22%
$0
$3.53 Million 0.17% of portfolio
27,667
Q1 2025 Added 9.43%
$11B
$3.36 Million 0.16% of portfolio
125,773
Q1 2025 Added 83.69%
$102B
$3.38 Million 0.16% of portfolio
55,340
Q1 2025 Reduced 2.61%
$39.7B
$3.32 Million 0.16% of portfolio
330,885
Q1 2025 Added 11.63%
$53.6B
$3.42 Million 0.16% of portfolio
20,044
Q1 2025 Added 9.57%
$226B
$3.15 Million 0.15% of portfolio
23,782
Q1 2025 Reduced 25.87%
$150B
$3.25 Million 0.15% of portfolio
10,419
Q1 2025 Reduced 9.19%
$58.2B
$3.09 Million 0.15% of portfolio
13,336
Q1 2025 Added 8.58%
$17.1B
$3.17 Million 0.15% of portfolio
21,551
Q1 2025 Added 2.24%
$0
$3.16 Million 0.15% of portfolio
31,585
Q1 2025 Added 33.73%
$186B
$3.07 Million 0.15% of portfolio
5,621
Q1 2025 New
$0
$3.11 Million 0.15% of portfolio
71,202
Q1 2025 Added 1.34%
$0
$3.19 Million 0.15% of portfolio
39,088
Q1 2025 Reduced 5.75%
$50.1B
$3.24 Million 0.15% of portfolio
47,936
Q1 2025 Added 0.19%
$54.1B
$3.22 Million 0.15% of portfolio
15,683
Q1 2025 Added 1.3%
$0
$3.13 Million 0.15% of portfolio
114,417
Q1 2025 Reduced 0.1%
$0
$3.2 Million 0.15% of portfolio
24,556
Q1 2025 Added 3.16%
$0
$2.97 Million 0.14% of portfolio
17,036
Q1 2025 Reduced 3.56%
$0
$2.86 Million 0.14% of portfolio
11,193
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
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