Sowell Financial Services LLC

CIK

1633697

City

NORTH LITTLE ROCK

State / Country

AR

Stock

EAD — Allspring Income Opportunities Fund

Top Portfolio Positions

669 positions · $1,477,998,316 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	426,381	$108,211,233	7.32%
NVDA	Nvidia Corp Technology	402,159	$70,136,529	4.75%
QQQ	Invesco Qqq Trust, Series 1	120,693	$69,661,585	4.71%
SPY	Spdr S&P 500 ETF Trust	88,477	$57,540,132	3.89%
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 EAD

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$670,680	103,500	0.0%	Shares	Sole	2026-04-20
2025-12-31	$701,730	103,500	0.0%	Shares	Sole	2026-01-21
2025-09-30	$725,535	103,500	0.0%	Shares	Sole	2025-10-17
2025-06-30	$730,710	103,500	0.0%	Shares	Sole	2025-07-14
2025-03-31	$707,940	103,500	+17.6%	Shares	Sole	2025-04-17
2024-12-31	$606,320	88,000	+131.6%	Shares	Sole	2025-02-07
2024-09-30	$270,940	38,000	+23070.7%	Shares	Sole	2024-10-04
2021-03-31	$1,384	164	-13.7%	Shares	Sole	2021-05-07
2020-12-31	$1,550	190	+15.9%	Shares	Sole	2021-01-13
2020-09-30	$1,197	164	+10.8%	Shares	Sole	2020-11-12
2020-06-30	$1,038	148	0.0%	Shares	Sole	2020-08-13
2020-03-31	$944	148	—	Shares	Sole	2020-05-12
No 13F history on record for this holder in this stock.