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
$3.46 Million 0.14% of portfolio
30,116
Q3 2025 Reduced 6.56%
$0
$3.38 Million 0.14% of portfolio
51,778
Q3 2025 Reduced 3.71%
$30.4B
$3.45 Million 0.14% of portfolio
132,595
Q3 2025 Reduced 13.81%
$47.8B
$3.41 Million 0.14% of portfolio
50,577
Q3 2025 Reduced 2.37%
$0
$3.37 Million 0.14% of portfolio
30,089
Q3 2025 Added 9.49%
$64.5B
$3.55 Million 0.14% of portfolio
10,971
Q3 2025 Reduced 29.4%
$258B
$3.34 Million 0.14% of portfolio
19,932
Q3 2025 Reduced 6.22%
$0
$3.49 Million 0.14% of portfolio
14,834
Q3 2025 Added 399.46%
$0
$3.57 Million 0.14% of portfolio
60,010
Q3 2025 Added 0.02%
$0
$3.52 Million 0.14% of portfolio
8,736
Q3 2025 Added 3.2%
$57.9B
$3.11 Million 0.13% of portfolio
14,499
Q3 2025 Added 156.53%
$183B
$3.31 Million 0.13% of portfolio
11,717
Q3 2025 Reduced 0.58%
$0
$3.12 Million 0.13% of portfolio
97,395
Q3 2025 Added 7.02%
$5.65B
$3.2 Million 0.13% of portfolio
87,019
Q3 2025 Added 22.51%
$51.1B
$3.08 Million 0.13% of portfolio
34,295
Q3 2025 Reduced 15.46%
$0
$3.3 Million 0.13% of portfolio
57,285
Q3 2025 Reduced 2.21%
$0
$3.15 Million 0.13% of portfolio
37,937
Q3 2025 Reduced 1.56%
$161B
$3.22 Million 0.13% of portfolio
2,983
Q3 2025 Added 9.51%
$0
$3.27 Million 0.13% of portfolio
23,861
Q3 2025 Added 0.67%
$0
$3.14 Million 0.13% of portfolio
49,642
Q3 2025 Added 2.81%
$15.6B
$3.18 Million 0.13% of portfolio
58,549
Q3 2025 Reduced 2.73%
$15.7B
$3.16 Million 0.13% of portfolio
12,488
Q3 2025 Reduced 0.01%
$2.36B
$2.97 Million 0.12% of portfolio
66,881
Q3 2025 Reduced 26.66%
$53.8B
$2.85 Million 0.12% of portfolio
12,111
Q3 2025 Reduced 0.44%
$0
$2.95 Million 0.12% of portfolio
143,413
Q3 2025 Added 1.61%
$26.3B
$2.88 Million 0.12% of portfolio
15,387
Q3 2025 Added 8.05%
$0
$2.83 Million 0.12% of portfolio
8,852
Q3 2025 Added 9.65%
$0
$3.02 Million 0.12% of portfolio
11,791
Q3 2025 Added 23.69%
$0
$2.91 Million 0.12% of portfolio
30,170
Q3 2025 Added 3.02%
$130B
$3.05 Million 0.12% of portfolio
8,575
Q3 2025 Reduced 43.67%
$0
$2.92 Million 0.12% of portfolio
4,900
Q3 2025 Reduced 4.91%
$0
$2.97 Million 0.12% of portfolio
64,200
Q3 2025 New
$0
$2.88 Million 0.12% of portfolio
48,018
Q3 2025 Added 2.84%
$147B
$2.69 Million 0.11% of portfolio
27,546
Q3 2025 Reduced 51.12%
$77.2B
$2.76 Million 0.11% of portfolio
12,984
Q3 2025 Added 31.98%
$12.8B
$2.66 Million 0.11% of portfolio
21,562
Q3 2025 Added 1.06%
$103B
$2.79 Million 0.11% of portfolio
37,053
Q3 2025 Reduced 0.45%
$34.7B
$2.75 Million 0.11% of portfolio
19,419
Q3 2025 Added 13.46%
$0
$2.82 Million 0.11% of portfolio
58,599
Q3 2025 Added 26.54%
$0
$2.69 Million 0.11% of portfolio
47,580
Q3 2025 Reduced 8.53%
$0
$2.62 Million 0.11% of portfolio
57,143
Q3 2025 Reduced 3.97%
$0
$2.64 Million 0.11% of portfolio
63,161
Q3 2025 Added 33.02%
$0
$2.61 Million 0.11% of portfolio
138,747
Q3 2025 New
$0
$2.61 Million 0.11% of portfolio
38,508
Q3 2025 Reduced 8.17%
$123B
$2.59 Million 0.11% of portfolio
5,179
Q3 2025 Added 8.48%
$140B
$2.65 Million 0.11% of portfolio
10,545
Q3 2025 Added 9.49%
$79.2B
$2.71 Million 0.11% of portfolio
38,922
Q3 2025 Added 1.84%
$0
$2.8 Million 0.11% of portfolio
48,717
Q3 2025 Added 2.81%
$0
$2.75 Million 0.11% of portfolio
88,131
Q3 2025 New

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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