Sowell Financial Services LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.11 Billion distributed in 1007 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $88.8M, Microsoft Corp with a value of $57.7M, Invesco Qqq Trust, Series 1 with a value of $55.2M, Ishares Core S&P 500 ETF with a value of $49.1M, and Spdr S&P 500 ETF Trust with a value of $42.8M.
Examining the 13F form we can see an increase of $257M in the current position value, from $1.85B to 2.11B.
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
$2.11 Billion
ETFs: $1 Billion
Technology: $291 Million
Financial Services: $200 Million
Consumer Cyclical: $112 Million
Consumer Defensive: $99.6 Million
Healthcare: $96 Million
Communication Services: $85.2 Million
Industrials: $76.5 Million
Other: $144 Million
Stock Holdings Table Market Cap. of $200 Billions or more
