Sowell Financial Services LLC
CIK
1633697
City
NORTH LITTLE ROCK
State / Country
AR
Top Portfolio Positions
668 positions ·
$1,449,362,283 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 HPI
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $171,021 | 10,900 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $176,471 | 10,900 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $189,115 | 10,900 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $174,291 | 10,900 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $180,831 | 10,900 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $206,555 | 10,900 | Shares | Sole | 2024-10-04 | |
| 2023-09-30 | $231,663 | 15,900 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $244,700 | 16,067 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $257,072 | 16,067 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $258,677 | 16,117 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $257,393 | 16,067 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $281,333 | 16,067 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $329,925 | 15,900 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $341,850 | 15,900 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $343,440 | 15,900 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $328,653 | 15,900 | Shares | Sole | 2021-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||