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 DSL
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $279,489 | 25,807 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $290,292 | 25,758 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $309,566 | 25,209 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $302,438 | 24,709 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $949,293 | 75,281 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $370,764 | 29,496 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $425,289 | 32,765 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $406,086 | 32,435 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $407,708 | 32,103 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $524,361 | 42,840 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $541,874 | 46,235 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $503,054 | 42,238 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $482,758 | 42,459 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $467,376 | 42,144 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $386,229 | 35,762 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $412,589 | 34,014 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $682,827 | 42,359 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $590,271 | 33,236 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $425,241 | 23,507 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $731,829 | 40,299 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $226,864 | 13,683 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $223,543 | 13,954 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $162,706 | 10,586 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,107 | 83 | Shares | Sole | 2020-05-12 | |
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