Sowell Financial Services LLC
CIK
1633697
City
NORTH LITTLE ROCK
State / Country
AR
Top Portfolio Positions
671 positions ·
$1,476,940,380 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
426,381 | $108,211,233 | 7.33% | |
| NVDA |
Nvidia Corp
Technology
|
402,159 | $70,136,529 | 4.75% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
120,693 | $69,661,585 | 4.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
88,477 | $57,540,132 | 3.90% | |
| MSFT |
Microsoft Corp
Technology
|
149,571 | $55,366,697 | 3.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
221,447 | $46,120,766 | 3.12% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
59,758 | $28,636,033 | 1.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
98,133 | $28,219,125 | 1.91% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
67,826 | $19,951,696 | 1.35% | |
| META |
Meta Platforms, Inc.
Communication Services
|
33,519 | $19,177,225 | 1.30% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AWF
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $132,932 | 13,071 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $139,119 | 13,014 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $161,917 | 14,444 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $180,417 | 16,357 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $316,309 | 29,479 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $315,236 | 29,379 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $348,909 | 30,768 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $407,766 | 38,909 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $411,822 | 38,778 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $269,647 | 26,645 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $486,872 | 50,193 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $504,145 | 50,617 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $265,511 | 27,316 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $480,601 | 52,126 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $397,424 | 44,755 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $447,700 | 45,824 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $220,208 | 18,154 | Shares | Sole | 2022-02-09 | |
| 2021-03-31 | $61,465 | 5,187 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,507 | 383 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,585 | 246 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,464 | 244 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,944 | 210 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||