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

27 quarters · across all stocks

Holdings in JJSF

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Shares Held

Position Value (USD)

23 of 23 shown
Report Date Value (USD) Shares
2026-03-31 $1,000,466 12,621
2025-12-31 $1,141,644 12,633
2025-09-30 $1,424,342 14,823
2025-06-30 $1,683,117 14,841
2025-03-31 $1,984,625 15,067
2024-12-31 $2,461,137 15,865
2024-09-30 $2,883,354 16,752
2024-06-30 $2,718,236 16,741
2024-03-31 $2,423,259 16,763
2023-12-31 $2,788,898 16,686
2023-09-30 $2,821,326 17,240
2023-06-30 $2,646,829 16,714
2023-03-31 $2,477,349 16,714
2022-12-31 $2,502,252 16,714
2022-09-30 $2,241,643 17,314
2022-06-30 $2,418,073 17,314
2021-12-31 $2,852,441 18,058
2021-09-30 $2,834,658 18,549
2021-06-30 $3,278,733 18,799
2021-03-31 $2,935,361 18,693
2020-12-31 $2,765,430 17,799
2020-06-30 $2,288 18
2020-03-31 $2,178 18