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
$954M
$1.14 Million 0.05% of portfolio
31,696
Q3 2025 Added 23.6%
$0
$1.27 Million 0.05% of portfolio
155,277
Q3 2025 New
$51.8B
$1.24 Million 0.05% of portfolio
5,449
Q3 2025 Added 11.2%
$8.11B
$1.22 Million 0.05% of portfolio
31,591
Q3 2025 Added 0.29%
$102B
$1.22 Million 0.05% of portfolio
8,507
Q3 2025 New
$0
$1.25 Million 0.05% of portfolio
39,326
Q3 2025 Added 13.7%
$0
$1.31 Million 0.05% of portfolio
14,996
Q3 2025 Added 3.09%
$0
$1.17 Million 0.05% of portfolio
27,661
Q3 2025 Reduced 1.86%
$169B
$1.23 Million 0.05% of portfolio
1,334
Q3 2025 Reduced 18.41%
$1.87B
$1.35 Million 0.05% of portfolio
4,194
Q3 2025 Added 1.01%
$170B
$1.23 Million 0.05% of portfolio
8,489
Q3 2025 Reduced 4.05%
$96.9B
$1.31 Million 0.05% of portfolio
3,105
Q3 2025 Added 3.09%
$136B
$1.26 Million 0.05% of portfolio
5,317
Q3 2025 Added 1.47%
$0
$1.12 Million 0.05% of portfolio
6,431
Q3 2025 Reduced 0.77%
$0
$1.23 Million 0.05% of portfolio
1,645
Q3 2025 Reduced 1.14%
$72.7B
$1.31 Million 0.05% of portfolio
6,673
Q3 2025 Reduced 5.59%
$5.6B
$981,000 0.04% of portfolio
100,270
Q3 2025 Reduced 6.48%
$57.5B
$930,000 0.04% of portfolio
3,411
Q3 2025 Added 0.83%
$418B
$1.04 Million 0.04% of portfolio
5,835
Q3 2025 Added 0.73%
$89.3B
$919,000 0.04% of portfolio
8,436
Q3 2025 Reduced 0.32%
$741M
$873,000 0.04% of portfolio
324,830
Q3 2025 New
$38.4B
$967,000 0.04% of portfolio
5,226
Q3 2025 Reduced 1.06%
$25B
$1.08 Million 0.04% of portfolio
27,907
Q3 2025 Reduced 0.13%
$4.16B
$1.05 Million 0.04% of portfolio
56,086
Q3 2025 Added 0.49%
$8.36B
$862,000 0.04% of portfolio
47,090
Q3 2025 Added 20.01%
$9.78B
$861,000 0.04% of portfolio
19,166
Q3 2025 Added 65.61%
$27.7B
$887,000 0.04% of portfolio
10,523
Q3 2025 Reduced 5.32%
$49.5B
$1.08 Million 0.04% of portfolio
6,402
Q3 2025 Added 1.47%
$26.5B
$960,000 0.04% of portfolio
6,710
Q3 2025 Reduced 0.96%
$0
$1.02 Million 0.04% of portfolio
42,813
Q3 2025 Added 12.76%
$75.4B
$982,000 0.04% of portfolio
7,486
Q3 2025 Reduced 15.06%
$45.6B
$922,000 0.04% of portfolio
20,499
Q3 2025 Added 1.06%
$0
$1.06 Million 0.04% of portfolio
11,945
Q3 2025 Reduced 2.25%
$26.8B
$958,000 0.04% of portfolio
536
Q3 2025 Added 4.08%
$0
$985,000 0.04% of portfolio
10,196
Q3 2025 Reduced 2.64%
$0
$1 Million 0.04% of portfolio
22,883
Q3 2025 Reduced 6.66%
$57.4B
$985,000 0.04% of portfolio
25,115
Q3 2025 Added 62.03%
$94.5B
$1.1 Million 0.04% of portfolio
3,231
Q3 2025 Reduced 1.28%
$156B
$976,000 0.04% of portfolio
8,800
Q3 2025 Added 28.11%
$0
$969,000 0.04% of portfolio
20,346
Q3 2025 Reduced 1.25%
$8.94B
$938,000 0.04% of portfolio
4,571
Q3 2025 Added 1.22%
$22.7B
$987,000 0.04% of portfolio
57,208
Q3 2025 Reduced 0.86%
$74.9B
$1 Million 0.04% of portfolio
3,852
Q3 2025 Added 1.34%
$0
$984,000 0.04% of portfolio
19,590
Q3 2025 Added 19.05%
$0
$912,000 0.04% of portfolio
15,151
Q3 2025 Reduced 19.03%
$0
$958,000 0.04% of portfolio
17,175
Q1 2025 Added 3.0%
$0
$874,000 0.04% of portfolio
59,808
Q3 2025 Added 21.49%
$0
$1.1 Million 0.04% of portfolio
7,851
Q3 2025 Reduced 3.75%
$0
$918,000 0.04% of portfolio
8,256
Q3 2025 Added 10.34%

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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