Sowell Financial Services LLC Portfolio Holdings

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025

Sowell Financial Services LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.46 Billion distributed in 1068 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $102M, Nvidia Corp with a value of $77.7M, Microsoft Corp with a value of $73.2M, Invesco Qqq Trust, Series 1 with a value of $70.1M, and Ishares Core S&P 500 ETF with a value of $56.3M.

Examining the 13F form we can see an increase of $122M in the current position value, from $2.34B to 2.46B.

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 $2.46 Billion
ETFs: $1.19 Billion
Technology: $398 Million
Financial Services: $223 Million
Consumer Cyclical: $128 Million
Communication Services: $103 Million
Consumer Defensive: $94.4 Million
Healthcare: $89.5 Million
Industrials: $84.6 Million
Other: $134 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$102 Million 4.17% of portfolio
402,464
Q3 2025 Reduced 0.29%
$465B
$77.7 Million 3.16% of portfolio
416,270
Q3 2025 Added 0.43%
$3.78T
$73.2 Million 2.98% of portfolio
141,291
Q3 2025 Reduced 7.88%
$0
$70.1 Million 2.85% of portfolio
116,823
Q3 2025 Reduced 1.27%
$0
$56.3 Million 2.29% of portfolio
84,164
Q3 2025 Reduced 2.35%
$0
$51.4 Million 2.09% of portfolio
77,205
Q3 2025 Reduced 2.76%
$2.39T
$46.4 Million 1.89% of portfolio
211,442
Q3 2025 Reduced 7.11%
$0
$35.6 Million 1.45% of portfolio
960,923
Q3 2025 Added 4.81%
$0
$33.7 Million 1.37% of portfolio
664,177
Q3 2025 Added 3.69%
$0
$32.2 Million 1.31% of portfolio
165,569
Q3 2025 Added 0.49%
$662B
$29.4 Million 1.2% of portfolio
58,523
Q3 2025 Added 3.86%
$1.65T
$24.2 Million 0.99% of portfolio
99,721
Q3 2025 Added 0.59%
$0
$23.9 Million 0.97% of portfolio
256,170
Q3 2025 Added 0.27%
$881B
$21.7 Million 0.88% of portfolio
68,693
Q3 2025 Reduced 7.53%
$139B
$21.2 Million 0.86% of portfolio
64,120
Q3 2025 Reduced 23.79%
$1.37T
$21.2 Million 0.86% of portfolio
28,870
Q3 2025 Reduced 13.37%
$0
$20.4 Million 0.83% of portfolio
233,167
Q3 2025 Added 3.6%
$512B
$19.8 Million 0.8% of portfolio
34,790
Q3 2025 Added 2.6%
$1.74T
$18.2 Million 0.74% of portfolio
74,809
Q3 2025 Added 0.55%
$0
$17.9 Million 0.73% of portfolio
37,294
Q3 2025 Added 10.69%
$0
$17.4 Million 0.71% of portfolio
173,246
Q3 2025 Added 4.12%
$404B
$17.3 Million 0.7% of portfolio
18,690
Q3 2025 Reduced 9.94%
$0
$16.6 Million 0.67% of portfolio
830,371
Q3 2025 Added 0.38%
$65.3B
$15.1 Million 0.61% of portfolio
207,028
Q3 2025 Added 2.6%
$1.29T
$15 Million 0.61% of portfolio
33,827
Q3 2025 Reduced 4.08%
$342B
$14.5 Million 0.59% of portfolio
79,472
Q3 2025 Added 2.64%
$0
$14.2 Million 0.58% of portfolio
43,640
Q3 2025 Reduced 12.65%
$279B
$14.4 Million 0.58% of portfolio
139,391
Q3 2025 Reduced 2.96%
$0
$14 Million 0.57% of portfolio
178,835
Q3 2025 Added 2.36%
$0
$13.5 Million 0.55% of portfolio
72,613
Q3 2025 Added 0.78%
$0
$13.2 Million 0.54% of portfolio
28,199
Q3 2025 Added 3.14%
$0
$13.2 Million 0.54% of portfolio
21,609
Q3 2025 Reduced 1.97%
$533B
$13.3 Million 0.54% of portfolio
38,968
Q3 2025 Reduced 0.16%
$490B
$12.9 Million 0.52% of portfolio
114,367
Q3 2025 Reduced 4.16%
$414B
$12.3 Million 0.5% of portfolio
53,225
Q3 2025 Reduced 14.07%
$413B
$12.3 Million 0.5% of portfolio
239,216
Q3 2025 Reduced 1.77%
$0
$12 Million 0.49% of portfolio
114,382
Q3 2025 Added 1.78%
$0
$11.8 Million 0.48% of portfolio
41,930
Q3 2025 Reduced 1.67%
$303B
$11.4 Million 0.46% of portfolio
73,374
Q3 2025 Reduced 7.94%
$522B
$11 Million 0.45% of portfolio
59,455
Q3 2025 Reduced 1.28%
$0
$10.7 Million 0.44% of portfolio
82,449
Q3 2025 Added 0.41%
$24.1B
$10.7 Million 0.44% of portfolio
253,530
Q3 2025 Added 47.63%
$0
$10.1 Million 0.41% of portfolio
139,974
Q3 2025 Added 2.99%
$0
$10.1 Million 0.41% of portfolio
106,040
Q3 2025 Reduced 5.33%
$49.1B
$10.2 Million 0.41% of portfolio
8,467
Q3 2025 Reduced 29.58%
$266B
$9.94 Million 0.4% of portfolio
35,232
Q3 2025 Reduced 12.28%
$0
$9.68 Million 0.39% of portfolio
163,575
Q3 2025 Added 1.33%
$0
$9.7 Million 0.39% of portfolio
68,118
Q3 2025 Added 16.12%
$306B
$9.41 Million 0.38% of portfolio
141,918
Q3 2025 Reduced 8.15%

Summary

  • Portfolio
  • No. of Stocks 1,068
  • Current Value $2.46 Billion
  • Prior Value $2.34 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 104 stocks
  • Additional Purchases 485 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 431 stocks
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