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
$2.22 Million 0.1% of portfolio
46,308
Q2 2025 Added 4.96%
$20.9B
$2.33 Million 0.1% of portfolio
87,916
Q2 2025 Reduced 15.2%
$68.2B
$2.32 Million 0.1% of portfolio
74,907
Q2 2025 Reduced 0.14%
$4.75B
$2.24 Million 0.1% of portfolio
71,029
Q2 2025 Added 1.15%
$0
$2.33 Million 0.1% of portfolio
117,220
Q2 2025 Added 0.38%
$0
$2.42 Million 0.1% of portfolio
17,759
Q2 2025 Reduced 6.9%
$26.7B
$2.36 Million 0.1% of portfolio
14,241
Q2 2025 Added 9.58%
$256B
$2.26 Million 0.1% of portfolio
37,231
Q2 2025 Added 2.15%
$5.65B
$2.24 Million 0.1% of portfolio
40,491
Q2 2025 Added 292.74%
$0
$2.42 Million 0.1% of portfolio
18,211
Q2 2025 Reduced 9.84%
$0
$2.31 Million 0.1% of portfolio
8,073
Q2 2025 Reduced 27.87%
$0
$2.23 Million 0.1% of portfolio
19,037
Q2 2025 Added 0.78%
$0
$2.29 Million 0.1% of portfolio
9,533
Q2 2025 Added 6.15%
$60.6B
$2.31 Million 0.1% of portfolio
78,407
Q2 2025 Reduced 1.78%
$126B
$2.44 Million 0.1% of portfolio
2,724
Q2 2025 Added 1.15%
$102B
$2.23 Million 0.1% of portfolio
3,049
Q2 2025 Reduced 8.71%
$51.1B
$2.41 Million 0.1% of portfolio
8,211
Q2 2025 Added 0.7%
$0
$2.28 Million 0.1% of portfolio
10,508
Q2 2025 Reduced 15.72%
$0
$2.27 Million 0.1% of portfolio
27,510
Q2 2025 Added 4.04%
$0
$2.39 Million 0.1% of portfolio
93,356
Q2 2025 Reduced 0.97%
$54.8B
$2.36 Million 0.1% of portfolio
3,138
Q2 2025 Added 2.55%
$0
$2.26 Million 0.1% of portfolio
17,558
Q2 2025 Added 1.47%
$126B
$2.05 Million 0.09% of portfolio
6,637
Q2 2025 Added 1.02%
$429B
$2.19 Million 0.09% of portfolio
3
Q1 2025 New
$83.4B
$2.09 Million 0.09% of portfolio
9,838
Q2 2025 Added 131.86%
$32.2B
$2.1 Million 0.09% of portfolio
17,116
Q2 2025 Reduced 7.16%
$2.79B
$2.05 Million 0.09% of portfolio
136,348
Q2 2025 Added 4.94%
$0
$2.08 Million 0.09% of portfolio
42,269
Q2 2025 Added 598.2%
$0
$2.02 Million 0.09% of portfolio
124,186
Q2 2025 Reduced 2.59%
$1.18B
$2.04 Million 0.09% of portfolio
84,923
Q2 2025 Reduced 5.18%
$0
$2.03 Million 0.09% of portfolio
78,240
Q2 2025 Added 2.78%
$0
$2.16 Million 0.09% of portfolio
29,688
Q2 2025 Added 5.34%
$0
$2.19 Million 0.09% of portfolio
27,133
Q2 2025 Added 13.94%
$0
$2.01 Million 0.09% of portfolio
38,139
Q2 2025 Reduced 1.58%
$0
$2.18 Million 0.09% of portfolio
18,314
Q2 2025 Reduced 41.18%
$0
$2.04 Million 0.09% of portfolio
18,250
Q2 2025 Added 1.07%
$29.7B
$2.03 Million 0.09% of portfolio
9,291
Q2 2025 Added 0.15%
$108B
$2.21 Million 0.09% of portfolio
4,774
Q2 2025 Added 1.53%
$141B
$2.14 Million 0.09% of portfolio
9,631
Q2 2025 Added 2.76%
$152B
$2.05 Million 0.09% of portfolio
29,470
Q2 2025 Reduced 25.24%
$0
$2.15 Million 0.09% of portfolio
60,430
Q2 2025 Added 32.12%
$0
$2.01 Million 0.09% of portfolio
373,043
Q2 2025 Reduced 6.82%
$101B
$2.13 Million 0.09% of portfolio
20,278
Q2 2025 Added 40.75%
$0
$2.08 Million 0.09% of portfolio
57,609
Q2 2025 Reduced 0.59%
$104B
$2.03 Million 0.09% of portfolio
22,148
Q2 2025 Reduced 0.45%
$0
$2.21 Million 0.09% of portfolio
54,527
Q2 2025 Added 10.45%
$0
$2.03 Million 0.09% of portfolio
79,495
Q2 2025 Reduced 3.16%
$0
$2.18 Million 0.09% of portfolio
23,720
Q2 2025 Reduced 15.41%
$0
$2.08 Million 0.09% of portfolio
35,440
Q2 2025 Added 11.2%

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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