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
$0
$3.16 Million 0.14% of portfolio
16,193
Q2 2025 Added 6.22%
$0
$3.34 Million 0.14% of portfolio
53,773
Q2 2025 Reduced 12.31%
$0
$3.25 Million 0.14% of portfolio
113,353
Q2 2025 Reduced 0.93%
$0
$3.35 Million 0.14% of portfolio
60,000
Q2 2025 New
$15.8B
$3.37 Million 0.14% of portfolio
60,190
Q2 2025 Added 0.12%
$1.83B
$3.14 Million 0.13% of portfolio
91,196
Q2 2025 Reduced 29.65%
$55.6B
$2.96 Million 0.13% of portfolio
12,165
Q2 2025 Reduced 8.78%
$44.2B
$3.15 Million 0.13% of portfolio
290,553
Q2 2025 Reduced 12.19%
$0
$3.08 Million 0.13% of portfolio
83,077
Q2 2025 Added 423.91%
$0
$3.05 Million 0.13% of portfolio
58,581
Q2 2025 Added 9.38%
$0
$3 Million 0.13% of portfolio
16,527
Q2 2025 Added 7.41%
$0
$3 Million 0.13% of portfolio
46,255
Q2 2025 Added 2.61%
$0
$3.11 Million 0.13% of portfolio
27,645
Q2 2025 Reduced 0.98%
$0
$3.07 Million 0.13% of portfolio
38,539
Q2 2025 New
$237B
$2.99 Million 0.13% of portfolio
21,235
Q2 2025 Reduced 4.87%
$219B
$3.1 Million 0.13% of portfolio
21,255
Q2 2025 Added 35.68%
$0
$3.03 Million 0.13% of portfolio
71,132
Q2 2025 Added 3.41%
$0
$3.1 Million 0.13% of portfolio
8,465
Q2 2025 Reduced 0.39%
$15.1B
$3.06 Million 0.13% of portfolio
12,489
Q2 2025 Added 0.08%
$101B
$2.8 Million 0.12% of portfolio
5,503
Q2 2025 Added 19.04%
$0
$2.7 Million 0.12% of portfolio
91,006
Q2 2025 Added 2.48%
$0
$2.74 Million 0.12% of portfolio
52,017
Q2 2025 Added 898.98%
$0
$2.76 Million 0.12% of portfolio
141,145
Q2 2025 Added 6.11%
$0
$2.73 Million 0.12% of portfolio
59,507
Q2 2025 Reduced 28.54%
$17.1B
$2.78 Million 0.12% of portfolio
49,576
Q2 2025 Added 11.88%
$0
$2.74 Million 0.12% of portfolio
77,737
Q2 2025 Added 5.6%
$0
$2.69 Million 0.12% of portfolio
29,285
Q2 2025 Reduced 3.01%
$95B
$2.72 Million 0.12% of portfolio
38,218
Q2 2025 Added 2.63%
$0
$2.79 Million 0.12% of portfolio
23,702
Q2 2025 Reduced 6.63%
$0
$2.92 Million 0.12% of portfolio
5,153
Q2 2025 Added 2.12%
$0
$2.87 Million 0.12% of portfolio
48,287
Q2 2025 Added 5.82%
$250B
$2.64 Million 0.11% of portfolio
18,605
Q2 2025 Reduced 5.15%
$102B
$2.61 Million 0.11% of portfolio
56,368
Q2 2025 Added 1.86%
$16B
$2.56 Million 0.11% of portfolio
21,336
Q2 2025 Reduced 1.0%
$80.2B
$2.57 Million 0.11% of portfolio
37,220
Q2 2025 Added 58.23%
$0
$2.52 Million 0.11% of portfolio
9,352
Q2 2025 Added 1.92%
$23.8B
$2.46 Million 0.11% of portfolio
61,142
Q2 2025 Added 4.1%
$159B
$2.59 Million 0.11% of portfolio
11,104
Q2 2025 Reduced 2.18%
$0
$2.66 Million 0.11% of portfolio
41,934
Q2 2025 Added 18.57%
$0
$2.6 Million 0.11% of portfolio
47,785
Q2 2025 Added 8.52%
$27.4B
$2.69 Million 0.11% of portfolio
1,345
Q2 2025 Reduced 9.18%
$0
$2.61 Million 0.11% of portfolio
47,385
Q2 2025 Added 12.92%
$0
$2.69 Million 0.11% of portfolio
27,481
Q2 2025 Reduced 3.68%
$264B
$2.61 Million 0.11% of portfolio
9,585
Q2 2025 Added 2.57%
$0
$2.68 Million 0.11% of portfolio
101,303
Q2 2025 Reduced 4.24%
$0
$2.5 Million 0.11% of portfolio
22,498
Q2 2025 New
$0
$2.66 Million 0.11% of portfolio
46,693
Q2 2025 Added 0.19%
$161B
$2.42 Million 0.1% of portfolio
13,206
Q2 2025 Added 25.43%
$25.6B
$2.24 Million 0.1% of portfolio
10,278
Q2 2025 Reduced 3.06%

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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