Sowell Financial Services LLC
CIK
0001633697
City
NORTH LITTLE ROCK
State / Country
AR
Top Portfolio Positions
605 positions ·
$1,430,004,943 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
427,645 | $116,259,569 | 8.13% |
| NVDA |
Nvidia Corp
Technology
|
400,695 | $74,729,617 | 5.23% |
| QQQ |
Invesco Qqq Trust, Series 1
|
118,474 | $72,779,762 | 5.09% |
| MSFT |
Microsoft Corp
Technology
|
144,741 | $69,999,642 | 4.90% |
| SPY |
Spdr S&P 500 Etf Trust
|
84,151 | $57,384,249 | 4.01% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
212,704 | $49,096,337 | 3.43% |
| GOOGL |
Alphabet Inc.
Communication Services
|
98,690 | $30,889,970 | 2.16% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
68,880 | $22,194,513 | 1.55% |
| MA |
Mastercard Inc
Financial Services
|
34,694 | $19,806,110 | 1.39% |
| META |
Meta Platforms, Inc.
Communication Services
|
29,249 | $19,306,972 | 1.35% |
Portfolio Trend
Holdings in FTF
Export CSVShares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $141,591 | 23,023 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $150,797 | 23,673 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $158,015 | 24,613 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $158,999 | 24,613 | Shares | Sole | 2025-04-17 | |
| 2023-03-31 | $174,232 | 28,193 | Shares | Sole | 2023-05-12 | |
| 2021-12-31 | $490,041 | 53,910 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $565,907 | 62,256 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $554,699 | 60,228 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $260,012 | 28,293 | Shares | Sole | 2021-05-07 | |
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