Sowell Financial Services LLC
Top Portfolio Positions
667 positions ·
$1,448,704,417 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 SPE
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $246,758 | 17,933 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $255,150 | 17,369 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $269,219 | 17,369 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $269,045 | 17,369 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $260,882 | 17,369 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $254,108 | 17,369 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $241,602 | 17,369 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $227,186 | 17,369 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $219,544 | 17,369 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $218,544 | 18,427 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $230,076 | 21,050 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $190,016 | 17,369 | Shares | Sole | 2023-05-12 | |
| 2022-06-30 | $214,854 | 17,369 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $268,351 | 17,369 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $266,961 | 17,369 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $263,487 | 17,369 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $254,629 | 17,369 | Shares | Sole | 2021-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||