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
$21.3B
$1.08 Million 0.05% of portfolio
18,698
Q2 2025 Added 44.32%
$88.6B
$1.17 Million 0.05% of portfolio
4,266
Q2 2025 Added 6.44%
$151B
$1.18 Million 0.05% of portfolio
17,047
Q2 2025 Reduced 5.48%
$36.9B
$1.11 Million 0.05% of portfolio
8,566
Q2 2025 Added 65.53%
$59.9B
$1.07 Million 0.05% of portfolio
4,900
Q2 2025 Added 191.49%
$5.99B
$1.17 Million 0.05% of portfolio
12,936
Q2 2025 Added 1,464.21%
$8.54B
$1.21 Million 0.05% of portfolio
10,998
Q2 2025 Added 3.73%
$0
$1.17 Million 0.05% of portfolio
28,186
Q2 2025 Reduced 3.01%
$0
$1.19 Million 0.05% of portfolio
14,547
Q2 2025 Added 26.95%
$149B
$1.22 Million 0.05% of portfolio
3,075
Q2 2025 Added 6.73%
$40.6B
$1.27 Million 0.05% of portfolio
16,780
Q2 2025 Added 11.52%
$146B
$1.09 Million 0.05% of portfolio
8,847
Q2 2025 Added 1.88%
$6.55B
$1.09 Million 0.05% of portfolio
20,671
Q2 2025 Added 3.21%
$141B
$1.21 Million 0.05% of portfolio
5,240
Q2 2025 Reduced 4.95%
$18.9B
$1.12 Million 0.05% of portfolio
14,575
Q2 2025 Added 2.95%
$0
$1.07 Million 0.05% of portfolio
6,481
Q2 2025 Reduced 0.41%
$0
$1.1 Million 0.05% of portfolio
1,664
Q2 2025 Added 12.28%
$121B
$1.25 Million 0.05% of portfolio
2,797
Q2 2025 Reduced 1.03%
$64.9B
$871,000 0.04% of portfolio
8,266
Q2 2025 Added 6.26%
$5.17B
$985,000 0.04% of portfolio
107,216
Q2 2025 Added 33.22%
$66.1B
$954,000 0.04% of portfolio
3,383
Q2 2025 Reduced 5.45%
$89.8B
$976,000 0.04% of portfolio
6,886
Q2 2025 Added 8.24%
$40.1B
$1.01 Million 0.04% of portfolio
26,262
Q2 2025 Added 13.64%
$87.7B
$1.04 Million 0.04% of portfolio
3,378
Q2 2025 Added 3.49%
$38.4B
$977,000 0.04% of portfolio
5,282
Q2 2025 Reduced 4.26%
$23.8B
$1.03 Million 0.04% of portfolio
27,944
Q2 2025 Reduced 13.05%
$182B
$999,000 0.04% of portfolio
11,740
Q2 2025 Reduced 11.86%
$0
$836,000 0.04% of portfolio
67,168
Q2 2025 Added 5.68%
$19B
$874,000 0.04% of portfolio
1,630
Q2 2025 Reduced 11.8%
$34.6B
$893,000 0.04% of portfolio
11,114
Q2 2025 Added 52.92%
$25.2B
$930,000 0.04% of portfolio
6,775
Q2 2025 Reduced 21.61%
$0
$890,000 0.04% of portfolio
37,967
Q2 2025 Added 2.58%
$77.1B
$821,000 0.04% of portfolio
3,048
Q2 2025 Added 1.03%
$44.2B
$880,000 0.04% of portfolio
20,284
Q2 2025 Reduced 4.1%
$0
$978,000 0.04% of portfolio
12,220
Q2 2025 Reduced 55.44%
$0
$1.04 Million 0.04% of portfolio
19,903
Q2 2025 Added 26.86%
$49.6B
$912,000 0.04% of portfolio
11,212
Q2 2025 Added 12.67%
$32B
$1.01 Million 0.04% of portfolio
515
Q2 2025 Added 5.1%
$0
$852,000 0.04% of portfolio
10,473
Q2 2025 Added 103.75%
$0
$962,000 0.04% of portfolio
23,872
Q2 2025 Reduced -0.0%
$0
$894,000 0.04% of portfolio
28,137
Q2 2025 Reduced 82.34%
$0
$1.02 Million 0.04% of portfolio
24,517
Q2 2025 Reduced 2.6%
$7.33B
$1.04 Million 0.04% of portfolio
51,556
Q2 2025 Added 3.4%
$81.7B
$954,000 0.04% of portfolio
3,273
Q2 2025 Added 3.48%
$0
$1.05 Million 0.04% of portfolio
12,373
Q2 2025 Reduced 0.98%
$0
$897,000 0.04% of portfolio
20,603
Q2 2025 Added 0.76%
$0
$943,000 0.04% of portfolio
11,029
Q2 2025 New
$24B
$967,000 0.04% of portfolio
57,704
Q2 2025 Added 28.97%
$79.9B
$939,000 0.04% of portfolio
3,801
Q2 2025 Reduced 0.39%

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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