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 Market Cap. of $200 Billions or more
