Institutions / Sowell Financial Services LLC
Sowell Financial Services LLC
CIK 1633697 · Institution · as of Dec 31, 2025
Portfolio value
$2.72B
Positions
1,106
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,106 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $116.26M | 4.3% |
| NVIDIA Corp | $74.73M | 2.7% |
| Invesco Qqq Tr | $72.78M | 2.7% |
| Microsoft Corp | $70.00M | 2.6% |
| iShares Tr | $63.47M | 2.3% |
| SPDR S&P 500 ETF Tr | $57.38M | 2.1% |
| Amazon.com Inc | $49.10M | 1.8% |
| Two Rds Shared Tr | $37.75M | 1.4% |
| Janus Detroit Str Tr | $35.22M | 1.3% |
| iShares MSCI UAE ETF | $34.24M | 1.3% |
| Alphabet Inc. | $30.89M | 1.1% |
| Warren E. Buffett | $29.40M | 1.1% |
| Advisors Inner Circle Fd III | $25.15M | 0.9% |
| PIMCO ETF Tr | $24.76M | 0.9% |
| Alphabet Inc. | $23.27M | 0.9% |
| iShares Tr | $22.94M | 0.8% |
| JPMORGAN CHASE & CO | $22.19M | 0.8% |
| iShares Tr | $21.36M | 0.8% |
| Mastercard Inc | $19.81M | 0.7% |
| Meta Platforms Inc | $19.31M | 0.7% |
| Broadcom Inc. | $18.80M | 0.7% |
| Vanguard Index Fds | $17.67M | 0.6% |
| J P Morgan Exchange Traded F | $17.22M | 0.6% |
| Invesco Exch Traded Fd Tr II | $17.11M | 0.6% |
| iShares Gold Tr | $16.61M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.