Sowell Financial Services LLC

CIK

1633697

Location

NORTH LITTLE ROCK, AR

Portfolio Value

Mid $3,061,671,189

Diversification

Diversified

Filing Date

Global Rank

#1,232 / 8,794 ▲ 37 · as of Jun 2026

Top Industry

Semiconductors 11.0%

Period ended 3 months ago

Filed Jul 20, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

803 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.5%

+8.8 pts

Top 5

25.8%

+10.2 pts

Top 10

36.2%

+9.8 pts

HHI

276

Diversified+161

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	50.5%	$1,547,560,063	116
Technology	16.4%	$502,593,196	108
Financial Services	8.6%	$262,410,742	146
Consumer Cyclical	4.6%	$140,334,793	63
Industrials	4.3%	$130,722,814	96
Communication Services	3.7%	$112,692,679	21
Healthcare	3.4%	$102,960,858	73
Consumer Defensive	3.3%	$102,409,375	33
Energy	2.1%	$63,353,160	41
Utilities	1.1%	$33,933,202	41
Real Estate	1.1%	$32,591,041	22
Basic Materials	1.0%	$30,109,266	43

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+426,479	1,210,931	$76,108,626
VB	Vanguard Morningstar Small-Cap ETF	+213,706	442,081	$82,498,044
BAFE	Brown Advisory Flexible Equity ETF	+164,955	1,060,787	$39,596,847
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+156,693	4,122,159	$414,481,109
AESR	Anfield U.S. Equity Sector Rotation ETF	+110,767	1,190,369	$55,318,828
STT	State Street Corp	+95,270	200,394	$10,743,122
—		+76,144	103,648	$4,688,108
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+62,850	776,937	$43,024,243
AGNG	Global X Funds Global X Aging Population ETF	+62,357	280,696	$11,089,531
AGNC	AGNC Investment Corp.	+59,049	266,943	$2,909,678
BNDW	Vanguard Total World Bond ETF	+58,516	296,726	$27,229,620
FBCG	Fidelity Blue Chip Growth ETF	+57,348	194,838	$10,066,158
EDV	Vanguard World Funds Extended Duration ETF	+50,163	79,157	$9,100,210
BTZ	Blackrock Credit Allocation Income Trust	+49,167	761,468	$7,782,202
CAAA	First Trust AAA CMBS ETF	+47,995	93,367	$5,206,191
RXRX	Recursion Pharmaceuticals, Inc.	+38,022	110,430	$405,278
FAAA	Fidelity AAA CLO ETF	+37,874	254,947	$12,454,137
BUYZ	Franklin Disruptive Commerce ETF	+35,962	487,732	$14,952,743
—		+33,652	364,778	$13,743,280
JOBY	Joby Aviation, Inc.	+32,753	78,651	$701,566
CAG	Conagra Brands Inc.	+31,277	81,145	$1,092,211
AGGH	Simplify Aggregate Bond ETF	+31,031	1,336,048	$28,366,442
NOK	Nokia Corp	+26,133	45,267	$601,145
EAD	Allspring Income Opportunities Fund	+25,900	129,400	$841,100
O	Realty Income Corp	+23,727	68,290	$4,231,248
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	−327,419	77,924	$2,511,778
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	−118,871	14,132	$382,270
JA	Janus Henderson AA-A CLO ETF	−100,747	755,010	$37,766,791
APCB	ActivePassive Core Bond ETF	−76,533	154,189	$5,263,241
SLV	iShares Silver Trust	−70,208	77,748	$4,157,185
IAU	Ishares Gold Trust	−64,301	89,851	$6,784,649
AFGR	First Trust Active Factor Large Cap Growth ETF	−56,973	436,757	$17,085,530
AFK	VanEck Africa Index ETF	−48,213	169,242	$38,993,475
JQC	Nuveen Credit Strategies Income Fund	−43,000	321,246	$1,561,255
FCAL	First Trust California Municipal High income ETF	−27,291	111,326	$5,134,239
NEA	Nuveen AMT-Free Quality Municipal Income Fund	−23,004	16,858	$197,912
HPQ	Hp Inc	−20,231	16,016	$351,391
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−20,122	526,822	$28,331,879
KGC	Kinross Gold Corp	−15,996	15,636	$369,322
CGCB	Capital Group Core Bond ETF	−14,929	145,619	$3,961,187
DEI	Douglas Emmett Inc	−14,419	206,260	$2,433,868
AIRR	First Trust RBA American Industrial Renaissance ETF	−12,714	188,925	$6,639,622
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−12,041	283,599	$34,528,284
BAC	Bank Of America Corp /De/	−11,547	226,850	$12,925,913
BKF	iShares MSCI BIC ETF	−11,319	110,260	$9,241,632
—		−10,831	41,196	$2,851,406
GSBD	Goldman Sachs BDC, Inc.	−9,930	11,775	$111,627
ERC	Allspring Multi-Sector Income Fund	−9,471	147,782	$1,361,072
CAH	Cardinal Health Inc	−8,397	5,987	$1,422,271
SBSW	Sibanye Stillwater Ltd	−7,763	11,442	$97,142
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	84,015	$2,992,614
AGX	Argan Inc	2,892	$2,309,406
INCO	Columbia India Consumer ETF	38,020	$2,010,497
PLPC	Preformed Line Products Co	4,615	$1,894,734
ORA	Ormat Technologies, Inc.	13,812	$1,504,126
DXYZ	Destiny Tech100 Inc.	28,665	$738,410
LINC	Lincoln Educational Services Corp	14,254	$711,274
QBTS	D-Wave Quantum Inc.	24,114	$578,494
JAZZ	Jazz Pharmaceuticals plc	2,239	$539,531
EXE	EXPAND ENERGY Corp	5,786	$527,625
CDW	CDW Corp	3,651	$513,476
AAAD	PGIM AAA CLO Aggregate Duration ETF	10,042	$497,581
SNDK	Sandisk Corp	204	$463,840
—		5,702	$460,835
ARM	Arm Holdings PLC /Uk	1,262	$447,467
VTEC	Vanguard California Tax-Exempt Bond ETF	4,217	$424,230
DCH	Dauch Corp	69,386	$376,072
HUM	Humana Inc	939	$372,989
CNC	Centene Corp	5,327	$341,940
ENVX	Enovix Corp	52,845	$320,769
—		11,285	$312,030
VIK	Viking Holdings Ltd	2,847	$297,995
FCSH	Federated Hermes Short Duration Corporate ETF	9,331	$292,900
BE	Bloom Energy Corp	940	$284,538
SFD	Smithfield Foods Inc	11,403	$276,636
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	107,213	$18,189,757
PAHC	Phibro Animal Health Corp	49,019	$2,711,240
HON	Honeywell International Inc	10,822	$2,446,097
CAGE	Calamos Autocallable Growth ETF	69,222	$1,740,241
ATMP	Barclays Bank PLC	46,764	$1,669,474
BKR	Baker Hughes Co	26,734	$1,632,110
CCJ	Cameco Corp	14,679	$1,594,286
USO	United States Oil Fund, LP	7,324	$931,979
CCL	Carnival Corp Ltd.	30,681	$794,024
DOX	Amdocs Ltd	9,163	$597,977
LPLA	LPL Financial Holdings Inc.	1,941	$583,911
CIB	Grupo Cibest S.A.	7,772	$565,879
ZTS	Zoetis Inc.	4,447	$525,679
VTRS	Viatris Inc	31,906	$431,050
PEGA	Pegasystems Inc	9,242	$393,339
IRMD	Iradimed Corp	3,973	$382,440
CHKP	Check Point Software Technologies Ltd	2,573	$367,553
CSGP	Costar Group, Inc.	7,497	$302,428
GFI	Gold Fields Ltd	6,499	$295,054
ACGL	Arch Capital Group Ltd.	2,964	$284,514
EMN	Eastman Chemical Co	3,545	$270,554
LKQ	Lkq Corp	8,489	$249,321
CHRD	Chord Energy Corp	1,718	$244,265
OSIS	Osi Systems Inc	877	$232,852
VRSK	Verisk Analytics, Inc.	1,225	$232,443
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

803 tracked positions · $3,061,671,189 total · filing declares 1,162 positions · $3,060,190,431 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 803 positions by value · page 1 of 17

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	4,122,159	+156,693	$414,481,109	—	13.54%
AAPL	Apple Inc. Technology	Reduced	420,714	-5,667	$121,737,803	+12.5%	3.98%
QQQ	Invesco Qqq Trust, Series 1	Added	121,974	+1,281	$89,821,653	+28.9%	2.93%
NVDA	Nvidia Corp Technology	Added	413,140	+10,981	$82,665,182	+17.9%	2.70%
VB	Vanguard Morningstar Small-Cap ETF	Added	442,081	+213,706	$82,498,044	+58.6%	2.69%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	1,210,931	+426,479	$76,108,626	+62.3%	2.49%
SPY	Spdr S&P 500 ETF Trust	Reduced	86,438	-2,039	$64,549,305	+12.2%	2.11%
GOOGL	Alphabet Inc. Communication Services	Added	174,574	+875	$62,086,069	+24.4%	2.03%
DCOR	Dimensional US Core Equity 1 ETF	Added	1,189,019	+11,670	$58,449,904	+10.8%	1.91%
MSFT	Microsoft Corp Technology	Added	151,909	+2,338	$56,665,095	+2.3%	1.85%
AESR	Anfield U.S. Equity Sector Rotation ETF	Added	1,190,369	+110,767	$55,318,828	+37.8%	1.81%
AMZN	Amazon Com Inc Consumer Cyclical	Added	222,822	+1,375	$53,107,395	+15.1%	1.73%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	776,937	+62,850	$43,024,243	+17.3%	1.41%
BAFE	Brown Advisory Flexible Equity ETF	Added	1,060,787	+164,955	$39,596,847	+39.9%	1.29%
AFK	VanEck Africa Index ETF	Reduced	169,242	-48,213	$38,993,475	+42.7%	1.27%
JA	Janus Henderson AA-A CLO ETF	Reduced	755,010	-100,747	$37,766,791	−11.5%	1.23%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	283,599	-12,041	$34,528,284	+13.2%	1.13%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	313,077	+18,815	$33,326,420	+16.2%	1.09%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	61,175	+1,415	$32,108,057	+6.8%	1.05%
AGGH	Simplify Aggregate Bond ETF	Added	1,336,048	+31,031	$28,366,442	+2.2%	0.93%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	526,822	-20,122	$28,331,879	−3.1%	0.93%
BNDW	Vanguard Total World Bond ETF	Added	296,726	+58,516	$27,229,620	+39.5%	0.89%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	664,384	+9,451	$23,624,962	+16.9%	0.77%
JPM	Jpmorgan Chase & Co Financial Services	Added	70,498	+2,672	$23,076,110	+15.7%	0.75%
IVZ	Invesco Ltd. Financial Services	Added	283,447	+4,625	$22,932,341	+29.2%	0.75%
META	Meta Platforms, Inc. Communication Services	Added	37,116	+3,597	$20,907,071	+9.0%	0.68%
BAB	Invesco Taxable Municipal Bond ETF	Added	960,618	+9,076	$19,934,988	+2.6%	0.65%
AVGO	Broadcom Inc. Technology	Reduced	51,418	-1,567	$19,423,149	+18.4%	0.63%
CAT	Caterpillar Inc Industrials	Reduced	17,536	-1,244	$18,674,086	+40.4%	0.61%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	18,885	+13	$17,666,350	−6.1%	0.58%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	436,757	-56,973	$17,085,530	−2.9%	0.56%
MU	Micron Technology Inc Technology	Reduced	14,587	-1,007	$16,837,628	+219.6%	0.55%
MA	Mastercard Inc Financial Services	Reduced	32,572	-1,013	$16,728,979	−0.3%	0.55%
APH	Amphenol Corp /De/ Technology	Reduced	45,258	-1,247	$15,959,781	+35.8%	0.52%
WMT	Walmart Inc. Consumer Defensive	Reduced	134,295	-5,507	$15,210,251	−12.5%	0.50%
BUYZ	Franklin Disruptive Commerce ETF	Added	487,732	+35,962	$14,952,743	+9.8%	0.49%
V	Visa Inc. Financial Services	Added	42,782	+1,315	$14,678,076	+17.1%	0.48%
JNJ	Johnson & Johnson Healthcare	Reduced	57,238	-2,782	$14,536,734	−0.9%	0.47%
CSCO	Cisco Systems, Inc. Technology	Reduced	118,543	-435	$13,924,060	+50.8%	0.45%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	32,746	-3,160	$13,772,967	+3.2%	0.45%
		Added	364,778	+33,652	$13,743,280	+12.5%	0.45%
AMD	Advanced Micro Devices Inc Technology	Reduced	22,512	-657	$13,077,445	+177.5%	0.43%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	226,850	-11,547	$12,925,913	+11.2%	0.42%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	88,313	-2,926	$12,536,264	+23.0%	0.41%
FAAA	Fidelity AAA CLO ETF	Added	254,947	+37,874	$12,454,137	+17.9%	0.41%
CVX	Chevron Corp Energy	Reduced	73,222	-1,075	$12,137,278	−21.0%	0.40%
KO	Coca Cola Co Consumer Defensive	Reduced	143,510	-1,317	$11,663,057	+5.9%	0.38%
ABBV	AbbVie Inc. Healthcare	Reduced	44,316	-497	$11,151,678	+14.4%	0.36%
AGNG	Global X Funds Global X Aging Population ETF	Added	280,696	+62,357	$11,089,531	+42.1%	0.36%
IBM	International Business Machines Corp Technology	Added	39,076	+1,639	$10,988,561	+21.1%	0.36%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.