Sowell Financial Services LLC
CIK
1633697
City
NORTH LITTLE ROCK
State / Country
AR
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 FLC
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,448,185 | 207,722 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,635,047 | 207,717 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,735,232 | 209,609 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,542,477 | 208,381 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,496,532 | 208,375 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,479,762 | 208,369 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,401,254 | 196,718 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $3,234,930 | 208,168 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,211,242 | 207,713 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,896,584 | 199,078 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,889,644 | 211,077 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,026,695 | 210,626 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,101,332 | 210,975 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,426,035 | 216,975 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,633,615 | 232,477 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,168,312 | 232,477 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $3,963,522 | 173,915 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,648,321 | 235,543 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $5,817,391 | 238,320 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,571,163 | 228,420 | Shares | Sole | 2021-05-07 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||