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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.06B
$2.43 Million 0.1% of portfolio
70,651
Q4 2025 New
$917M
$2.22 Million 0.09% of portfolio
49,238
Q4 2025 Reduced 17.0%
$1.96B
$1.47 Million 0.06% of portfolio
91,626
Q3 2025 Reduced 2.16%
$741M
$1.04 Million 0.04% of portfolio
321,944
Q4 2025 Reduced 0.89%
$1.59B
$1.05 Million 0.04% of portfolio
12,633
Q4 2025 Reduced 14.77%
$1.37B
$707,000 0.03% of portfolio
89,787
Q4 2025 Added 104.4%
$875M
$765,000 0.03% of portfolio
24,259
Q4 2025 Added 136.33%
$954M
$840,000 0.03% of portfolio
37,442
Q4 2025 Added 18.13%
$1.87B
$849,000 0.03% of portfolio
4,255
Q4 2025 Added 1.45%
$1.7B
$502,000 0.02% of portfolio
21,063
Q4 2025 New
$325M
$150,000 0.01% of portfolio
20,000
Q1 2024 New
$976M
$167,000 0.01% of portfolio
18,758
Q4 2025 Added 62.8%
$579M
$139,000 0.01% of portfolio
13,763
Q4 2025 New
$408M
$149,000 0.01% of portfolio
17,000
Q4 2025 Added 41.67%
$833M
$215,000 0.01% of portfolio
103,691
Q4 2025 Added 0.01%
$1.18B
$198,000 0.01% of portfolio
14,030
Q4 2025 Reduced 5.06%
$791M
$141,000 0.01% of portfolio
10,234
Q4 2025 New
$893M
$131,000 0.01% of portfolio
11,808
Q4 2025 New
$1.41B
$223,000 0.01% of portfolio
10,017
Q4 2025 Reduced 1.5%
$747M
$297,000 0.01% of portfolio
71,967
Q4 2025 Added 31.65%
$1.2B
$140,000 0.01% of portfolio
20,777
Q4 2025 Added 0.67%
$1.19B
$145,000 0.01% of portfolio
35,051
Q4 2025 Reduced 4.76%
$1.75B
$226,000 0.01% of portfolio
977
Q4 2025 New
$765M
$126,000 0.0% of portfolio
20,797
Q4 2025 Added 7.81%
$423M
$30,000 0.0% of portfolio
27,039
Q4 2025 Added 0.14%
$1.28B
$121,000 0.0% of portfolio
10,391
Q4 2025 New
$1.3B
$54,000 0.0% of portfolio
10,821
Q4 2025 Added 0.18%
$1.38B
$100,000 0.0% of portfolio
15,673
Q4 2025 New
$950M
$122,000 0.0% of portfolio
12,967
Q4 2025 New
$465M
$78,000 0.0% of portfolio
10,650
Q4 2025 Added 1.91%
$303M
$100,000 0.0% of portfolio
38,028
Q4 2025 Reduced 14.82%
$543M
$92,000 0.0% of portfolio
28,500
Q4 2025 Added 3.64%
$988M
$77,000 0.0% of portfolio
10,000
Q4 2025 New
$1.32B
$60,000 0.0% of portfolio
12,087
Q3 2025 Reduced 27.2%
$1.83B
$88,000 0.0% of portfolio
10,324
Q4 2025 New
$800M
$62,000 0.0% of portfolio
11,518
Q4 2025 Added 6.27%

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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