Sowell Financial Services LLC
CIK
1633697
City
NORTH LITTLE ROCK
State / Country
AR
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% |
Portfolio Trend
Holdings in HPS
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $685,015 | 48,105 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $647,196 | 44,913 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $715,350 | 46,331 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $660,366 | 46,309 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $696,840 | 46,456 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $697,918 | 46,435 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $748,413 | 47,338 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $753,693 | 48,846 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $782,479 | 55,338 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $735,562 | 55,181 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $771,012 | 55,033 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $682,240 | 46,633 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $672,914 | 46,633 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $699,028 | 46,633 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $683,906 | 36,475 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $873,436 | 46,633 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $824,742 | 42,933 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $755,900 | 41,533 | Shares | Sole | 2021-05-07 | |
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