Sowell Financial Services LLC
All holdings · as of Dec 31, 2025
| 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% |
| Tesla Inc | $15.94M | 0.6% |
| COSTCO WHOLESALE CORP /NEW | $15.60M | 0.6% |
| Walmart Inc. | $15.43M | 0.6% |
| ISHARES TR | $15.43M | 0.6% |
| ISHARES SILVER TR | $15.23M | 0.6% |
| SPDR SERIES TRUST | $14.82M | 0.5% |
| VANECK ETF TRUST | $14.54M | 0.5% |
| VANGUARD INDEX FDS | $14.45M | 0.5% |
| ISHARES TR | $14.23M | 0.5% |
| VANGUARD INDEX FDS | $14.07M | 0.5% |
| EXXON MOBIL CORP | $13.68M | 0.5% |
| Visa Inc | $13.54M | 0.5% |
| BANK OF AMERICA CORP /DE | $13.05M | 0.5% |
| Palantir Technologies Inc | $12.89M | 0.5% |
| JOHNSON & JOHNSON | $12.42M | 0.5% |
| INVESCO EXCHANGE TRADED FD T | $12.19M | 0.4% |
| FRANKLIN TEMPLETON ETF TR | $12.16M | 0.4% |
| SELECT SECTOR SPDR TR | $12.12M | 0.4% |
| CHEVRON CORP | $11.58M | 0.4% |
| AbbVie Inc. | $10.85M | 0.4% |
| INTERNATIONAL BUSINESS MACHINES CORP | $10.84M | 0.4% |
| CATERPILLAR INC | $10.67M | 0.4% |
| GOLDMAN SACHS ETF TR | $10.57M | 0.4% |
| DIMENSIONAL ETF TRUST | $10.42M | 0.4% |
| INVESCO EXCH TRADED FD TR II | $10.32M | 0.4% |