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
$4.84 Million 0.2% of portfolio
147,555
Q3 2025 Added 4.13%
$971B
$4.86 Million 0.2% of portfolio
6,371
Q3 2025 Reduced 0.38%
$0
$4.8 Million 0.2% of portfolio
12,667
Q3 2025 Added 0.21%
$0
$4.84 Million 0.2% of portfolio
139,300
Q3 2024 Reduced 19.53%
$270B
$4.9 Million 0.2% of portfolio
30,854
Q3 2025 Added 45.3%
$346B
$5.03 Million 0.2% of portfolio
32,744
Q3 2025 Added 5.0%
$265B
$4.65 Million 0.19% of portfolio
5,843
Q3 2025 Reduced 6.14%
$0
$4.55 Million 0.19% of portfolio
191,778
Q3 2025 Added 4.86%
$141B
$4.62 Million 0.19% of portfolio
181,423
Q3 2025 Reduced 8.06%
$0
$4.72 Million 0.19% of portfolio
33,947
Q3 2025 Reduced 0.25%
$0
$4.65 Million 0.19% of portfolio
34,285
Q3 2025 Added 52.39%
$0
$4.45 Million 0.18% of portfolio
96,252
Q3 2025 Added 1.81%
$0
$4.45 Million 0.18% of portfolio
60,579
Q3 2025 Reduced 57.74%
$0
$4.46 Million 0.18% of portfolio
31,522
Q3 2025 Added 1.04%
$593B
$4.45 Million 0.18% of portfolio
15,840
Q3 2025 Reduced 10.53%
$0
$4.37 Million 0.18% of portfolio
165,786
Q3 2025 Added 29.01%
$0
$4.13 Million 0.17% of portfolio
161,855
Q3 2025 Added 10.61%
$0
$4.09 Million 0.17% of portfolio
174,299
Q3 2025 Added 9.67%
$0
$4.29 Million 0.17% of portfolio
176,362
Q3 2025 Added 6.61%
$0
$4.23 Million 0.17% of portfolio
87,716
Q3 2025 Added 4.42%
$62.7B
$4.08 Million 0.17% of portfolio
49,582
Q3 2025 Reduced 7.58%
$300B
$4.11 Million 0.17% of portfolio
11,915
Q3 2025 Added 104.76%
$96.4B
$4.03 Million 0.16% of portfolio
32,567
Q3 2025 Added 0.66%
$0
$3.86 Million 0.16% of portfolio
20,356
Q3 2025 Added 23.17%
$0
$3.91 Million 0.16% of portfolio
25,150
Q3 2025 Added 147.93%
$0
$3.96 Million 0.16% of portfolio
35,518
Q3 2025 Added 2.13%
$0
$3.88 Million 0.16% of portfolio
41,560
Q3 2025 Added 6.36%
$0
$3.95 Million 0.16% of portfolio
156,883
Q3 2025 Reduced 7.7%
$0
$3.89 Million 0.16% of portfolio
168,224
Q3 2025 Reduced 2.2%
$0
$3.9 Million 0.16% of portfolio
91,789
Q3 2025 Added 1.07%
$0
$4 Million 0.16% of portfolio
129,514
Q3 2025 Added 3.36%
$0
$3.94 Million 0.16% of portfolio
154,089
Q3 2025 Added 93.83%
$0
$4.02 Million 0.16% of portfolio
28,536
Q3 2025 Added 0.92%
$388B
$3.61 Million 0.15% of portfolio
22,334
Q3 2025 Added 20.04%
$0
$3.6 Million 0.15% of portfolio
15,687
Q3 2025 Reduced 0.98%
$0
$3.74 Million 0.15% of portfolio
209,609
Q3 2025 Added 0.59%
$0
$3.64 Million 0.15% of portfolio
67,391
Q3 2025 New
$0
$3.72 Million 0.15% of portfolio
19,010
Q3 2025 Reduced 9.81%
$0
$3.72 Million 0.15% of portfolio
69,659
Q3 2025 Reduced 2.46%
$0
$3.72 Million 0.15% of portfolio
64,598
Q3 2025 Added 35.18%
$0
$3.57 Million 0.15% of portfolio
114,516
Q3 2025 Added 1.03%
$0
$3.74 Million 0.15% of portfolio
24,273
Q3 2025 Added 0.87%
$255B
$3.52 Million 0.14% of portfolio
10,604
Q3 2025 Reduced 9.77%
$26.3B
$3.51 Million 0.14% of portfolio
76,611
Q3 2025 Added 25.3%
$52.1B
$3.52 Million 0.14% of portfolio
294,350
Q3 2025 Added 1.31%
$28.1B
$3.5 Million 0.14% of portfolio
69,395
Q3 2025 Reduced 2.13%
$0
$3.33 Million 0.14% of portfolio
33,208
Q3 2025 Reduced 1.63%
$0
$3.43 Million 0.14% of portfolio
16,617
Q3 2025 Added 2.62%
$0
$3.49 Million 0.14% of portfolio
27,699
Q3 2025 Added 0.2%

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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