Sowell Financial Services LLC

CIK

1633697

City

NORTH LITTLE ROCK

State / Country

Stock

ET — Energy Transfer LP

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%

27 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,232,539	374,743	+3.2%	Shares	Sole	2026-04-20
2025-12-31	$5,986,513	363,039	+3.9%	Shares	Sole	2026-01-21
2025-09-30	$5,995,360	349,380	+5.5%	Shares	Sole	2025-10-17
2025-06-30	$6,006,287	331,290	-0.8%	Shares	Sole	2025-07-14
2025-03-31	$6,211,197	334,115	-3.7%	Shares	Sole	2025-04-17
2024-12-31	$6,799,767	347,104	-10.1%	Shares	Sole	2025-02-07
2024-09-30	$6,199,055	386,234	-9.6%	Shares	Sole	2024-10-04
2024-06-30	$6,931,162	427,322	-3.3%	Shares	Sole	2024-08-13
2024-03-31	$6,953,792	442,072	+0.4%	Shares	Sole	2024-05-03
2023-12-31	$6,074,277	440,165	+30.8%	Shares	Sole	2024-01-24
2023-09-30	$4,720,477	336,456	-26.7%	Shares	Sole	2023-11-08
2023-06-30	$5,830,976	459,132	+23.6%	Shares	Sole	2023-08-14
2023-03-31	$4,632,941	371,527	-17.9%	Shares	Sole	2023-05-12
2022-12-31	$5,372,088	452,577	+28.1%	Shares	Sole	2023-02-09
2022-09-30	$3,897,880	353,389	-0.0%	Shares	Sole	2022-11-15
2022-06-30	$3,528,229	353,530	+1503.2%	Shares	Sole	2022-08-15
2022-03-31	$246,750	22,051	-93.1%	Shares	Sole	2022-05-13
2021-12-31	$2,632,266	319,838	+19.6%	Shares	Sole	2022-02-09
2021-09-30	$2,562,822	267,518	-3.5%	Shares	Sole	2021-11-04
2021-06-30	$2,946,986	277,233	-29.3%	Shares	Sole	2021-08-05
2021-03-31	$3,011,581	392,133	+119.3%	Shares	Sole	2021-05-07
2020-12-31	$1,105,039	178,809	+23.6%	Shares	Sole	2021-01-13
2020-09-30	$784,252	144,696	+31.4%	Shares	Sole	2020-11-12
2020-06-30	$784,018	110,115	-13.0%	Shares	Sole	2020-08-13
2020-03-31	$582,051	126,533	—	Shares	Sole	2020-05-12
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