Sowell Financial Services LLC
CIK
1633697
City
NORTH LITTLE ROCK
State / Country
AR
Top Portfolio Positions
670 positions ·
$1,478,198,481 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
426,381 | $108,211,233 | 7.32% | |
| NVDA |
Nvidia Corp
Technology
|
402,159 | $70,136,529 | 4.74% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
120,693 | $69,661,585 | 4.71% | |
| SPY |
Spdr S&P 500 ETF Trust
|
88,477 | $57,540,132 | 3.89% | |
| 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 NVG
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $433,855 | 35,187 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $444,733 | 35,129 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $430,272 | 35,010 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $416,571 | 34,918 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $432,284 | 34,918 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $366,794 | 29,918 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $233,401 | 17,431 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $217,190 | 17,431 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $211,786 | 17,431 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $206,034 | 17,431 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $267,379 | 25,934 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $303,427 | 25,934 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $316,834 | 26,896 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $314,838 | 25,934 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $300,444 | 25,745 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $338,827 | 25,845 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $426,626 | 23,794 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $445,299 | 25,965 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $463,717 | 25,964 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $438,774 | 25,963 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $93,011 | 5,543 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $86,772 | 5,541 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $84,635 | 5,539 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $81,297 | 5,538 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||