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 0.09% of portfolio
27,923
Q2 2025 Reduced 2.36%
$93.2B
$2.11 Million 0.09% of portfolio
9,234
Q2 2025 Added 0.26%
$0
$2.22 Million 0.09% of portfolio
44,121
Q2 2025 Reduced 15.42%
$6.23B
$1.91 Million 0.08% of portfolio
40,682
Q2 2025 Added 395.7%
$118B
$1.87 Million 0.08% of portfolio
20,888
Q2 2025 Reduced 5.63%
$35.7B
$1.91 Million 0.08% of portfolio
38,787
Q2 2025 Added 0.14%
$60.3B
$1.77 Million 0.08% of portfolio
7,774
Q2 2025 Added 1.33%
$0
$1.99 Million 0.08% of portfolio
26,288
Q2 2025 Added 20.58%
$0
$1.81 Million 0.08% of portfolio
33,720
Q2 2025 Reduced 13.68%
$0
$1.91 Million 0.08% of portfolio
114,190
Q2 2025 Added 4.89%
$0
$1.96 Million 0.08% of portfolio
47,483
Q2 2025 New
$181B
$1.92 Million 0.08% of portfolio
3,533
Q2 2025 Reduced 22.91%
$0
$1.94 Million 0.08% of portfolio
39,509
Q2 2025 Added 2.86%
$0
$1.95 Million 0.08% of portfolio
51,342
Q2 2025 Added 16.03%
$35.7B
$1.85 Million 0.08% of portfolio
32,108
Q2 2025 Added 2.5%
$0
$1.86 Million 0.08% of portfolio
24,521
Q2 2025 Added 1.94%
$0
$1.87 Million 0.08% of portfolio
19,233
Q2 2025 Added 7.22%
$91.6B
$1.77 Million 0.08% of portfolio
5,351
Q2 2025 Added 3.66%
$0
$1.89 Million 0.08% of portfolio
48,789
Q2 2025 New
$267B
$1.82 Million 0.08% of portfolio
5,819
Q2 2025 Reduced 49.31%
$16.1B
$1.78 Million 0.08% of portfolio
22,000
Q2 2025 Reduced 6.53%
$0
$1.93 Million 0.08% of portfolio
38,939
Q2 2025 Reduced 0.64%
$0
$1.98 Million 0.08% of portfolio
10,155
Q2 2025 Added 2.0%
$0
$1.81 Million 0.08% of portfolio
7,633
Q2 2025 Reduced 0.3%
$0
$1.79 Million 0.08% of portfolio
13,609
Q2 2025 Added 0.83%
$19.4B
$1.94 Million 0.08% of portfolio
75,681
Q2 2025 Added 0.12%
$0
$1.55 Million 0.07% of portfolio
164,342
Q2 2025 Reduced 0.26%
$120B
$1.61 Million 0.07% of portfolio
10,774
Q2 2025 Reduced 13.66%
$0
$1.63 Million 0.07% of portfolio
44,258
Q2 2025 Added 10.81%
$1.92B
$1.66 Million 0.07% of portfolio
70,934
Q2 2025 Reduced 0.55%
$155B
$1.68 Million 0.07% of portfolio
47,040
Q2 2025 Added 52.1%
$283B
$1.63 Million 0.07% of portfolio
6,350
Q2 2025 Reduced 5.28%
$2.05B
$1.61 Million 0.07% of portfolio
93,651
Q1 2025 Added 1.35%
$216B
$1.52 Million 0.07% of portfolio
1,930
Q2 2025 Added 38.25%
$0
$1.67 Million 0.07% of portfolio
12,983
Q2 2025 Added 6.7%
$0
$1.75 Million 0.07% of portfolio
18,590
Q2 2025 Added 1.48%
$0
$1.55 Million 0.07% of portfolio
8,223
Q2 2025 Added 7.69%
$0
$1.53 Million 0.07% of portfolio
11,333
Q2 2025 Reduced 2.65%
$0
$1.74 Million 0.07% of portfolio
74,809
Q2 2025 Added 1.02%
$2.26B
$1.68 Million 0.07% of portfolio
14,841
Q2 2025 Reduced 1.5%
$87.4B
$1.57 Million 0.07% of portfolio
9,435
Q2 2025 Reduced 9.62%
$61.4B
$1.58 Million 0.07% of portfolio
20,393
Q2 2025 Reduced 0.14%
$3.98B
$1.68 Million 0.07% of portfolio
4,152
Q2 2025 Reduced 12.39%
$0
$1.61 Million 0.07% of portfolio
19,817
Q2 2025 Reduced 1.74%
$194B
$1.68 Million 0.07% of portfolio
1,635
Q2 2025 Reduced 5.0%
$147B
$1.61 Million 0.07% of portfolio
13,965
Q2 2025 Reduced 14.41%
$0
$1.58 Million 0.07% of portfolio
52,238
Q2 2025 Added 0.05%
$0
$1.57 Million 0.07% of portfolio
59,025
Q2 2025 Added 54.98%
$25.7B
$1.62 Million 0.07% of portfolio
18,422
Q2 2025 Reduced 21.63%

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
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email