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
$1.78 Million 0.07% of portfolio
12,931
Q3 2025 Reduced 4.98%
$85.9B
$1.76 Million 0.07% of portfolio
7,978
Q3 2025 Reduced 13.6%
$0
$1.55 Million 0.06% of portfolio
162,364
Q3 2025 Reduced 1.2%
$277B
$1.41 Million 0.06% of portfolio
18,415
Q3 2025 Added 11.26%
$59.6B
$1.52 Million 0.06% of portfolio
7,078
Q3 2025 Added 96.88%
$120B
$1.45 Million 0.06% of portfolio
46,200
Q3 2025 Reduced 1.79%
$65.2B
$1.55 Million 0.06% of portfolio
3,678
Q3 2025 Reduced 20.42%
$12B
$1.46 Million 0.06% of portfolio
6,575
Q3 2025 Added 2.78%
$0
$1.44 Million 0.06% of portfolio
31,057
Q3 2025 Reduced 0.91%
$27.2B
$1.44 Million 0.06% of portfolio
24,891
Q3 2025 Added 220.64%
$1.96B
$1.53 Million 0.06% of portfolio
91,626
Q3 2025 Reduced 2.16%
$0
$1.52 Million 0.06% of portfolio
22,892
Q3 2025 Added 16.51%
$6B
$1.57 Million 0.06% of portfolio
22,775
Q3 2025 Reduced 43.75%
$182B
$1.37 Million 0.06% of portfolio
2,008
Q3 2025 Added 4.04%
$0
$1.4 Million 0.06% of portfolio
11,894
Q3 2025 Added 0.01%
$0
$1.57 Million 0.06% of portfolio
10,792
Q3 2025 Reduced 4.77%
$0
$1.55 Million 0.06% of portfolio
14,955
Q3 2025 Added 11.45%
$0
$1.5 Million 0.06% of portfolio
15,773
Q3 2025 Added 8.55%
$0
$1.38 Million 0.06% of portfolio
26,334
Q3 2025 Added 4.75%
$0
$1.36 Million 0.06% of portfolio
36,020
Q3 2025 Reduced 0.88%
$0
$1.56 Million 0.06% of portfolio
67,063
Q3 2025 Reduced 10.35%
$1.59B
$1.42 Million 0.06% of portfolio
14,823
Q3 2025 Reduced 0.12%
$61.6B
$1.39 Million 0.06% of portfolio
49,043
Q3 2025 Reduced 37.45%
$99.7B
$1.5 Million 0.06% of portfolio
7,781
Q3 2025 Reduced 17.53%
$6.2B
$1.4 Million 0.06% of portfolio
13,017
Q3 2025 Added 0.63%
$68.5B
$1.51 Million 0.06% of portfolio
11,105
Q3 2025 Reduced 8.78%
$0
$1.46 Million 0.06% of portfolio
14,502
Q3 2025 Added 5.98%
$28.9B
$1.36 Million 0.06% of portfolio
15,081
Q3 2025 Reduced 20.04%
$0
$1.54 Million 0.06% of portfolio
50,787
Q3 2025 Reduced 2.78%
$111B
$1.57 Million 0.06% of portfolio
4,012
Q3 2025 Added 43.44%
$151B
$1.28 Million 0.05% of portfolio
3,618
Q3 2025 Added 7.94%
$0
$1.15 Million 0.05% of portfolio
24,513
Q3 2025 Added 64.57%
$163B
$1.34 Million 0.05% of portfolio
1,861
Q3 2025 Reduced 15.26%
$0
$1.2 Million 0.05% of portfolio
21,058
Q3 2025 Reduced 11.61%
$405B
$1.19 Million 0.05% of portfolio
1,227
Q3 2025 Added 29.98%
$48.8B
$1.33 Million 0.05% of portfolio
27,307
Q3 2025 Added 3.98%
$86.4B
$1.14 Million 0.05% of portfolio
3,259
Q3 2025 Reduced 3.52%
$190B
$1.24 Million 0.05% of portfolio
12,214
Q3 2025 Added 4.04%
$32.5B
$1.21 Million 0.05% of portfolio
1,462
Q3 2025 Reduced 10.31%
$160B
$1.12 Million 0.05% of portfolio
5,626
Q3 2025 Reduced 8.24%
$144B
$1.16 Million 0.05% of portfolio
2,540
Q3 2025 Reduced 0.7%
$29.5B
$1.34 Million 0.05% of portfolio
2,057
Q3 2025 Reduced 8.09%
$780M
$1.27 Million 0.05% of portfolio
12,388
Q3 2025 New
$0
$1.2 Million 0.05% of portfolio
23,723
Q3 2025 Added 0.38%
$0
$1.32 Million 0.05% of portfolio
27,738
Q3 2025 Reduced 12.92%
$7.33B
$1.11 Million 0.05% of portfolio
55,094
Q3 2025 Added 6.86%
$1.16B
$1.34 Million 0.05% of portfolio
57,580
Q3 2025 Reduced 32.2%
$3.05B
$1.32 Million 0.05% of portfolio
29,168
Q3 2025 New
$92.7B
$1.13 Million 0.05% of portfolio
4,347
Q3 2025 Added 1.9%

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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