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
$1.95 Million 0.08% of portfolio
25,597
Q3 2025 Reduced 2.63%
$0
$2.07 Million 0.08% of portfolio
41,544
Q3 2025 Reduced 1.72%
$0
$1.85 Million 0.08% of portfolio
33,146
Q3 2025 Reduced 1.7%
$328B
$1.86 Million 0.08% of portfolio
6,183
Q3 2025 Reduced 2.63%
$0
$1.95 Million 0.08% of portfolio
114,591
Q3 2025 Added 0.35%
$0
$1.92 Million 0.08% of portfolio
20,730
Q3 2025 Added 87.96%
$284B
$1.9 Million 0.08% of portfolio
26,710
Q3 2025 Reduced 28.26%
$143B
$1.86 Million 0.08% of portfolio
55,477
Q3 2025 Reduced 0.81%
$193B
$1.86 Million 0.08% of portfolio
4,153
Q3 2025 Added 17.55%
$0
$2.06 Million 0.08% of portfolio
78,895
Q3 2025 Added 0.84%
$0
$2 Million 0.08% of portfolio
16,705
Q3 2025 Reduced 8.79%
$0
$1.89 Million 0.08% of portfolio
37,027
Q3 2025 Reduced 46.59%
$0
$2.03 Million 0.08% of portfolio
38,354
Q3 2025 Added 0.56%
$27.2B
$1.96 Million 0.08% of portfolio
9,045
Q3 2025 Reduced 2.65%
$0
$1.97 Million 0.08% of portfolio
39,881
Q3 2025 Added 0.94%
$0
$1.96 Million 0.08% of portfolio
371,077
Q3 2025 Reduced 0.53%
$237B
$1.94 Million 0.08% of portfolio
8,185
Q3 2025 Reduced 14.61%
$0
$1.86 Million 0.08% of portfolio
24,430
Q3 2025 Reduced 0.37%
$98.6B
$2.08 Million 0.08% of portfolio
21,942
Q3 2025 Reduced 0.93%
$0
$1.89 Million 0.08% of portfolio
19,307
Q3 2025 Added 0.38%
$0
$2.03 Million 0.08% of portfolio
22,075
Q3 2025 Reduced 6.94%
$0
$1.91 Million 0.08% of portfolio
70,713
Q3 2025 Added 19.8%
$222B
$1.97 Million 0.08% of portfolio
4,066
Q3 2025 Reduced 3.51%
$70.1B
$1.95 Million 0.08% of portfolio
11,467
Q3 2025 Added 0.61%
$0
$1.98 Million 0.08% of portfolio
40,109
Q3 2025 Added 3.0%
$0
$2 Million 0.08% of portfolio
9,582
Q3 2025 Reduced 5.64%
$16.4B
$1.87 Million 0.08% of portfolio
75,431
Q3 2025 Reduced 0.33%
$104B
$1.62 Million 0.07% of portfolio
5,531
Q3 2025 Reduced 16.66%
$98.1B
$1.82 Million 0.07% of portfolio
10,651
Q3 2025 Reduced 1.14%
$734M
$1.65 Million 0.07% of portfolio
24,455
Q3 2025 New
$0
$1.79 Million 0.07% of portfolio
45,382
Q3 2025 Added 2.54%
$113B
$1.84 Million 0.07% of portfolio
19,458
Q3 2025 Reduced 6.85%
$16.1B
$1.84 Million 0.07% of portfolio
80,371
Q3 2025 Reduced 8.58%
$46.1B
$1.77 Million 0.07% of portfolio
19,466
Q3 2025 Added 3.1%
$68.9B
$1.69 Million 0.07% of portfolio
7,183
Q3 2025 Reduced 7.6%
$0
$1.8 Million 0.07% of portfolio
32,367
Q3 2025 Added 62.62%
$0
$1.74 Million 0.07% of portfolio
8,327
Q3 2025 Added 1.26%
$0
$1.72 Million 0.07% of portfolio
13,227
Q3 2025 Added 11.86%
$0
$1.83 Million 0.07% of portfolio
16,082
Q3 2025 Reduced 11.88%
$0
$1.79 Million 0.07% of portfolio
18,442
Q3 2025 Reduced 0.8%
$73.7B
$1.65 Million 0.07% of portfolio
19,685
Q3 2025 Reduced 3.47%
$268B
$1.76 Million 0.07% of portfolio
10,525
Q3 2025 Reduced 12.17%
$14.9B
$1.65 Million 0.07% of portfolio
7,840
Q3 2025 New
$59.8B
$1.81 Million 0.07% of portfolio
9,632
Q3 2025 Added 3.61%
$37.9B
$1.72 Million 0.07% of portfolio
20,830
Q3 2025 Added 24.14%
$82.8B
$1.64 Million 0.07% of portfolio
5,687
Q3 2025 Added 6.28%
$269B
$1.82 Million 0.07% of portfolio
7,621
Q3 2025 Reduced 65.22%
$15.4B
$1.79 Million 0.07% of portfolio
22,987
Q3 2025 Added 4.49%
$0
$1.8 Million 0.07% of portfolio
33,202
Q3 2025 Added 8.02%

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
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email