Sowell Financial Services LLC
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 DEI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,078,796 | 220,679 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,498,871 | 136,385 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,170,037 | 139,373 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,050,673 | 136,348 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,078,848 | 129,928 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,426,478 | 130,737 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,406,879 | 136,988 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,832,627 | 137,688 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,959,359 | 141,266 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,936,301 | 133,538 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,694,719 | 132,815 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,465,850 | 116,615 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,236,809 | 100,309 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,206,983 | 76,976 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,358,663 | 75,776 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,534,417 | 68,562 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $440,809 | 13,190 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,875,832 | 55,995 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,693,126 | 53,563 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,174,212 | 34,926 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $747,100 | 23,793 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $364,750 | 12,500 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,510 | 100 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $57,947 | 1,890 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $439,405 | 14,402 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||