Sowell Financial Services LLC

CIK

1633697

City

NORTH LITTLE ROCK

State / Country

AR

Stock

NAC — Nuveen California Quality Municipal Income Fund

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 NAC

Compact Export CSV

Shares Held

Position Value (USD)

15 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$375,607	32,241	+0.2%	Shares	Sole	2026-04-20
2025-12-31	$379,963	32,173	+5.0%	Shares	Sole	2026-01-21
2025-09-30	$352,463	30,649	-1.1%	Shares	Sole	2025-10-17
2025-06-30	$346,270	31,000	+0.3%	Shares	Sole	2025-07-14
2025-03-31	$347,473	30,914	+0.2%	Shares	Sole	2025-04-17
2024-12-31	$348,409	30,860	-4.7%	Shares	Sole	2025-02-07
2024-09-30	$385,081	32,387	-2.5%	Shares	Sole	2024-10-04
2024-06-30	$382,830	33,203	+0.1%	Shares	Sole	2024-08-13
2024-03-31	$365,445	33,162	+177.8%	Shares	Sole	2024-05-03
2023-03-31	$131,448	11,939	+28.9%	Shares	Sole	2023-05-12
2021-03-31	$137,633	9,262	+55.3%	Shares	Sole	2021-05-07
2020-12-31	$90,399	5,963	0.0%	Shares	Sole	2021-01-13
2020-09-30	$86,821	5,963	-35.6%	Shares	Sole	2020-11-12
2020-06-30	$132,168	9,262	0.0%	Shares	Sole	2020-08-13
2020-03-31	$126,796	9,262	—	Shares	Sole	2020-05-12
No 13F history on record for this holder in this stock.