Sowell Financial Services LLC Portfolio Holdings

Sowell Financial Services LLC

  • $2.56 Billion
  • Q4 2025

Sowell Financial Services LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.56 Billion distributed in 1106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $114M, Nvidia Corp with a value of $74.8M, Microsoft Corp with a value of $73.5M, Invesco Qqq Trust, Series 1 with a value of $71.5M, and Ishares Core S&P 500 ETF with a value of $62.6M.

Examining the 13F form we can see an increase of $95.8M in the current position value, from $2.46B to 2.56B.

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 $2.56 Billion
ETFs: $1.25 Billion
Technology: $415 Million
Financial Services: $217 Million
Consumer Cyclical: $128 Million
Healthcare: $105 Million
Communication Services: $97.2 Million
Consumer Defensive: $92.9 Million
Industrials: $91.2 Million
Other: $140 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.07 Million 0.12% of portfolio
50,022
Q4 2025 Added 4.17%
$0
$2.91 Million 0.11% of portfolio
57,865
Q4 2025 New
$0
$2.72 Million 0.11% of portfolio
99,965
Q4 2025 Added 6.58%
$0
$2.85 Million 0.11% of portfolio
90,169
Q4 2025 Added 2.31%
$0
$2.71 Million 0.11% of portfolio
61,827
Q4 2025 Added 2.94%
$0
$2.77 Million 0.11% of portfolio
107,269
Q4 2025 Added 9.25%
$0
$2.83 Million 0.11% of portfolio
62,041
Q4 2025 Added 3.07%
$0
$2.89 Million 0.11% of portfolio
64,046
Q4 2025 Reduced 0.24%
$5.65B
$2.6 Million 0.1% of portfolio
66,806
Q4 2025 Reduced 23.23%
$0
$2.49 Million 0.1% of portfolio
9,240
Q4 2025 Added 0.62%
$0
$2.54 Million 0.1% of portfolio
55,217
Q4 2025 Reduced 3.37%
$0
$2.53 Million 0.1% of portfolio
18,091
Q4 2025 Added 0.11%
$0
$2.62 Million 0.1% of portfolio
14,005
Q4 2025 Reduced 31.2%
$0
$2.46 Million 0.1% of portfolio
32,276
Q4 2025 Added 4.94%
$0
$2.64 Million 0.1% of portfolio
37,509
Q4 2025 Reduced 2.59%
$0
$2.64 Million 0.1% of portfolio
8,443
Q4 2025 Reduced 4.62%
$0
$2.47 Million 0.1% of portfolio
31,015
Q4 2025 Added 4.52%
$0
$2.51 Million 0.1% of portfolio
41,870
Q4 2025 Reduced 1.21%
$0
$2.46 Million 0.1% of portfolio
48,907
Q4 2025 Added 0.34%
$0
$2.28 Million 0.09% of portfolio
28,419
Q4 2025 Added 4.77%
$0
$2.33 Million 0.09% of portfolio
44,048
Q4 2025 Added 14.85%
$0
$2.35 Million 0.09% of portfolio
19,189
Q4 2025 Added 0.21%
$0
$2.38 Million 0.09% of portfolio
16,938
Q4 2025 Added 0.68%
$0
$2.41 Million 0.09% of portfolio
27,746
Q4 2025 Added 170.01%
$0
$2.18 Million 0.09% of portfolio
23,852
Q4 2025 Added 8.05%
$0
$2.34 Million 0.09% of portfolio
87,027
Q4 2025 Added 23.07%
$0
$2.39 Million 0.09% of portfolio
27,031
Q4 2025 Reduced 2.32%
$2.36B
$1.97 Million 0.08% of portfolio
40,843
Q4 2025 Reduced 38.93%
$0
$2.11 Million 0.08% of portfolio
37,607
Q4 2025 Added 16.19%
$0
$2.14 Million 0.08% of portfolio
30,131
Q4 2025 Added 0.91%
$0
$2.01 Million 0.08% of portfolio
115,163
Q4 2025 Added 0.5%
$0
$2.09 Million 0.08% of portfolio
79,768
Q4 2025 Added 1.11%
$0
$1.96 Million 0.08% of portfolio
15,335
Q4 2025 Added 15.94%
$0
$1.99 Million 0.08% of portfolio
40,464
Q4 2025 Added 1.46%
$0
$1.94 Million 0.08% of portfolio
44,898
Q4 2025 Added 123.75%
$0
$1.98 Million 0.08% of portfolio
44,096
Q4 2025 New
$0
$2.04 Million 0.08% of portfolio
22,945
Q4 2025 Added 53.01%
$0
$1.93 Million 0.08% of portfolio
17,300
Q4 2025 Reduced 3.65%
$0
$1.97 Million 0.08% of portfolio
20,353
Q4 2025 Added 5.42%
$0
$2.07 Million 0.08% of portfolio
22,574
Q4 2025 New
$0
$2.17 Million 0.08% of portfolio
43,831
Q4 2025 Added 9.28%
$0
$1.88 Million 0.07% of portfolio
25,175
Q4 2025 Reduced 1.65%
$0
$1.8 Million 0.07% of portfolio
32,193
Q4 2025 Reduced 2.88%
$0
$1.77 Million 0.07% of portfolio
18,703
Q4 2025 Added 1.42%
$0
$1.7 Million 0.07% of portfolio
8,279
Q4 2025 Reduced 0.58%
$0
$1.81 Million 0.07% of portfolio
15,735
Q4 2025 Reduced 2.16%
$0
$1.82 Million 0.07% of portfolio
15,247
Q4 2025 Reduced 8.73%
$0
$1.84 Million 0.07% of portfolio
83,425
Q4 2025 Added 204.26%
$0
$1.84 Million 0.07% of portfolio
19,356
Q4 2025 Added 113.52%

Summary

  • Portfolio
  • No. of Stocks 1,106
  • Current Value $2.56 Billion
  • Prior Value $2.46 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 113 stocks
  • Additional Purchases 587 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 365 stocks
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