Sowell Financial Services LLC
Top Portfolio Positions
668 positions ·
$1,449,362,283 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 TCPC
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,113 | 16,929 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $104,734 | 19,147 | Shares | Sole | 2026-01-21 | |
| 2020-09-30 | $2,256 | 230 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,102 | 230 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,437 | 230 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||