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
$0
$9.34 Million 0.38% of portfolio
38,609
Q3 2025 Reduced 12.13%
$0
$9.13 Million 0.37% of portfolio
36,947
Q3 2025 Added 24.4%
$317B
$9.08 Million 0.37% of portfolio
108,349
Q3 2025 Reduced 1.94%
$0
$8.4 Million 0.34% of portfolio
183,655
Q3 2025 Added 21.0%
$0
$8.44 Million 0.34% of portfolio
194,378
Q3 2025 Added 3,430.94%
$0
$8.3 Million 0.34% of portfolio
280,272
Q3 2025 Reduced 9.03%
$0
$8.47 Million 0.34% of portfolio
28,822
Q3 2025 Added 1.12%
$0
$8.01 Million 0.33% of portfolio
148,770
Q3 2025 Added 22.95%
$0
$8.11 Million 0.33% of portfolio
17,484
Q3 2025 Reduced 1.01%
$0
$8.02 Million 0.33% of portfolio
31,548
Q3 2025 Added 313.31%
$0
$8.1 Million 0.33% of portfolio
96,315
Q3 2025 Added 10.29%
$97.3B
$7.91 Million 0.32% of portfolio
93,492
Q3 2025 Added 3.04%
$0
$7.29 Million 0.3% of portfolio
659,351
Q3 2025 Reduced 0.33%
$319B
$7.29 Million 0.3% of portfolio
106,586
Q3 2025 Added 1.46%
$367B
$7.42 Million 0.3% of portfolio
18,320
Q3 2025 Added 6.01%
$0
$7.27 Million 0.3% of portfolio
135,584
Q3 2025 Added 0.1%
$237B
$7.26 Million 0.3% of portfolio
44,751
Q3 2025 Reduced 4.29%
$224B
$7.17 Million 0.29% of portfolio
23,581
Q3 2025 Added 1.8%
$0
$6.79 Million 0.28% of portfolio
33,370
Q3 2025 Added 4.1%
$172B
$6.79 Million 0.28% of portfolio
154,444
Q3 2025 Reduced 11.31%
$104B
$6.57 Million 0.27% of portfolio
99,461
Q3 2025 Reduced 0.86%
$0
$6.6 Million 0.27% of portfolio
130,109
Q3 2025 Added 1.12%
$68.7B
$6.74 Million 0.27% of portfolio
80,677
Q3 2025 Added 0.21%
$0
$6.57 Million 0.27% of portfolio
88,319
Q3 2025 Added 4.75%
$0
$6.7 Million 0.27% of portfolio
20,427
Q3 2025 Added 2.87%
$181B
$6.49 Million 0.26% of portfolio
229,695
Q3 2025 Reduced 6.83%
$114B
$6.29 Million 0.26% of portfolio
29,144
Q3 2025 Reduced 1.67%
$0
$6.39 Million 0.26% of portfolio
71,476
Q3 2025 Reduced 3.99%
$79.6B
$6.25 Million 0.25% of portfolio
50,492
Q3 2025 Reduced 8.31%
$0
$6.14 Million 0.25% of portfolio
159,276
Q2 2025 Reduced 1.24%
$0
$6.03 Million 0.25% of portfolio
54,497
Q3 2025 Added 2.28%
$91.4B
$5.87 Million 0.24% of portfolio
37,853
Q3 2025 Reduced 2.52%
$0
$5.9 Million 0.24% of portfolio
138,012
Q3 2025 Added 10.53%
$193B
$5.98 Million 0.24% of portfolio
52,219
Q3 2025 Reduced 1.43%
$52.5B
$6 Million 0.24% of portfolio
349,380
Q3 2025 Added 5.46%
$0
$5.96 Million 0.24% of portfolio
50,196
Q3 2025 Reduced 1.68%
$0
$5.96 Million 0.24% of portfolio
117,514
Q3 2025 Added 0.65%
$0
$5.91 Million 0.24% of portfolio
103,515
Q3 2025 Reduced 1.12%
$235B
$5.79 Million 0.24% of portfolio
68,997
Q3 2025 Reduced 11.4%
$0
$5.8 Million 0.24% of portfolio
48,174
Q3 2025 Added 7.66%
$0
$6.02 Million 0.24% of portfolio
33,050
Q3 2025 Added 8.42%
$291B
$5.7 Million 0.23% of portfolio
11,951
Q3 2025 Added 0.79%
$0
$5.59 Million 0.23% of portfolio
46,323
Q3 2025 Reduced 0.25%
$181B
$5.59 Million 0.23% of portfolio
57,100
Q3 2025 Added 0.43%
$204B
$5.48 Million 0.22% of portfolio
38,990
Q3 2025 Added 10.01%
$187B
$5.47 Million 0.22% of portfolio
32,871
Q3 2025 Reduced 5.01%
$0
$5.16 Million 0.21% of portfolio
57,781
Q3 2025 Reduced 45.1%
$1.46T
$5.25 Million 0.21% of portfolio
18,797
Q3 2025 Reduced 13.41%
$39.4B
$4.92 Million 0.2% of portfolio
6,851
Q3 2025 Added 8.57%

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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