Sowell Financial Services LLC
Top Portfolio Positions
605 positions ·
$1,430,004,943 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
427,645 | $116,259,569 | 8.13% |
| NVDA |
Nvidia Corp
Technology
|
400,695 | $74,729,617 | 5.23% |
| QQQ |
Invesco Qqq Trust, Series 1
|
118,474 | $72,779,762 | 5.09% |
| MSFT |
Microsoft Corp
Technology
|
144,741 | $69,999,642 | 4.90% |
| SPY |
Spdr S&P 500 Etf Trust
|
84,151 | $57,384,249 | 4.01% |
| AMZN |
Amazon Com Inc
|
212,704 | $49,096,337 | 3.43% |
| GOOGL |
Alphabet Inc.
|
98,690 | $30,889,970 | 2.16% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
68,880 | $22,194,513 | 1.55% |
| MA |
Mastercard Inc
|
34,694 | $19,806,110 | 1.39% |
| META |
Meta Platforms, Inc.
Communication Services
|
29,249 | $19,306,972 | 1.35% |
Portfolio Trend
Holdings in PAHC
Export CSVShares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,839,531 | 49,238 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,400,168 | 59,322 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,432,480 | 95,242 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,977,145 | 92,563 | Shares | Sole | 2025-04-17 | |
| 2020-12-31 | $63,115 | 3,250 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $45,327 | 2,605 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $72,767 | 2,770 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $38,188 | 1,580 | Shares | Sole | 2020-05-12 | |
| No quarters match your search. | ||||||