Sowell Financial Services LLC
Top Portfolio Positions
667 positions ·
$1,448,704,417 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
426,381 | $108,211,233 | 7.47% |
| NVDA |
Nvidia Corp
Technology
|
402,159 | $70,136,529 | 4.84% |
| QQQ |
Invesco Qqq Trust, Series 1
|
120,693 | $69,661,585 | 4.81% |
| SPY |
Spdr S&P 500 ETF Trust
|
88,477 | $57,540,132 | 3.97% |
| MSFT |
Microsoft Corp
Technology
|
149,571 | $55,366,697 | 3.82% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
221,447 | $46,120,766 | 3.18% |
| GOOGL |
Alphabet Inc.
Communication Services
|
98,133 | $28,219,125 | 1.95% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
67,826 | $19,951,696 | 1.38% |
| META |
Meta Platforms, Inc.
Communication Services
|
33,519 | $19,177,225 | 1.32% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
18,872 | $18,804,626 | 1.30% |
Portfolio Trend
Holdings in DNP
Shares Held
Position Value (USD)
17 of 17 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,226,940 | 222,917 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,210,708 | 220,850 | Shares | Sole | 2025-10-17 | |
| 2024-12-31 | $2,109,452 | 239,167 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,404,569 | 239,499 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,045,431 | 248,836 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,267,500 | 250,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $956,544 | 112,800 | Shares | Sole | 2024-01-24 | |
| 2023-03-31 | $206,074 | 18,700 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $203,625 | 18,100 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $204,486 | 17,300 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $533,000 | 50,000 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $965,580 | 92,400 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $179,322 | 18,150 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $955,688 | 93,147 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $212,526 | 21,168 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $263,132 | 24,185 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $241,666 | 24,685 | Shares | Sole | 2020-05-12 | |
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