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
$168B
$1.71 Million 0.07% of portfolio
4,214
Q2 2025 Reduced 24.71%
$55.9B
$1.53 Million 0.07% of portfolio
11,397
Q2 2025 Added 5.79%
$0
$1.52 Million 0.07% of portfolio
30,736
Q2 2025 Added 8.43%
$7.77B
$1.74 Million 0.07% of portfolio
21,396
Q2 2025 Reduced 10.63%
$181B
$1.38 Million 0.06% of portfolio
4,629
Q2 2025 Reduced 3.7%
$173B
$1.3 Million 0.06% of portfolio
3,352
Q2 2025 Reduced 25.46%
$50.4B
$1.51 Million 0.06% of portfolio
4,622
Q2 2025 Reduced 4.64%
$153B
$1.3 Million 0.06% of portfolio
2,558
Q2 2025 Reduced 10.81%
$44.9B
$1.41 Million 0.06% of portfolio
18,881
Q2 2025 New
$0
$1.49 Million 0.06% of portfolio
31,853
Q2 2025 Added 0.74%
$0
$1.4 Million 0.06% of portfolio
31,342
Q2 2025 Reduced 10.01%
$0
$1.5 Million 0.06% of portfolio
34,376
Q2 2025 New
$0
$1.44 Million 0.06% of portfolio
10,144
Q2 2025 Reduced 6.4%
$0
$1.29 Million 0.06% of portfolio
11,893
Q2 2025 Added 3.03%
$0
$1.49 Million 0.06% of portfolio
15,603
Q2 2025 Reduced 15.82%
$0
$1.46 Million 0.06% of portfolio
11,825
Q2 2025 Added 12.89%
$0
$1.29 Million 0.06% of portfolio
25,140
Q2 2025 Reduced 6.23%
$0
$1.42 Million 0.06% of portfolio
46,353
Q2 2025 Added 89.63%
$0
$1.31 Million 0.06% of portfolio
5,327
Q2 2025 Added 128.14%
$0
$1.38 Million 0.06% of portfolio
13,418
Q2 2025 Added 10.93%
$0
$1.36 Million 0.06% of portfolio
36,340
Q2 2025 Reduced 1.17%
$119B
$1.48 Million 0.06% of portfolio
11,984
Q2 2025 Added 10.69%
$92.6B
$1.36 Million 0.06% of portfolio
1,945
Q2 2025 Reduced 12.9%
$60.7B
$1.45 Million 0.06% of portfolio
12,174
Q2 2025 Reduced 1.76%
$0
$1.38 Million 0.06% of portfolio
13,684
Q2 2025 Added 20.69%
$25.1B
$1.43 Million 0.06% of portfolio
18,860
Q2 2025 Reduced 2.17%
$54.2B
$1.49 Million 0.06% of portfolio
9,296
Q2 2025 Added 0.11%
$104B
$1.32 Million 0.06% of portfolio
3,012
Q2 2025 Reduced 12.85%
$0
$1.33 Million 0.06% of portfolio
22,288
Q2 2025 Added 15.14%
$78.7B
$1.37 Million 0.06% of portfolio
7,068
Q2 2025 Added 3.3%
$53.4B
$1.14 Million 0.05% of portfolio
5,652
Q2 2025 Added 0.11%
$108B
$1.1 Million 0.05% of portfolio
4,978
Q2 2025 Reduced 27.51%
$0
$1.2 Million 0.05% of portfolio
23,823
Q2 2025 Reduced 21.78%
$218B
$1.16 Million 0.05% of portfolio
16,552
Q2 2025 Added 1.42%
$229B
$1.16 Million 0.05% of portfolio
201
Q2 2025 Reduced 1.95%
$138B
$1.21 Million 0.05% of portfolio
6,131
Q2 2025 Reduced 12.83%
$11.9B
$1.27 Million 0.05% of portfolio
6,397
Q2 2025 Added 6.81%
$26.6B
$1.2 Million 0.05% of portfolio
2,238
Q2 2025 Reduced 15.64%
$85.3B
$1.18 Million 0.05% of portfolio
8,813
Q2 2025 Reduced 21.03%
$0
$1.18 Million 0.05% of portfolio
23,634
Q2 2025 Added 0.29%
$0
$1.26 Million 0.05% of portfolio
19,648
Q2 2025 New
$101B
$1.09 Million 0.05% of portfolio
2,836
Q2 2025 Reduced 1.9%
$95.4B
$1.25 Million 0.05% of portfolio
55,930
Q2 2025 Added 4.22%
$101B
$1.11 Million 0.05% of portfolio
6,026
Q2 2025 Added 9.54%
$0
$1.28 Million 0.05% of portfolio
13,100
Q2 2025 New
$0
$1.08 Million 0.05% of portfolio
18,712
Q2 2025 Added 1.48%
$0
$1.23 Million 0.05% of portfolio
14,864
Q2 2025 Added 2.45%
$0
$1.08 Million 0.05% of portfolio
8,157
Q2 2025 Added 96.51%
$0
$1.18 Million 0.05% of portfolio
11,302
Q2 2025 Reduced 3.78%

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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