Sowell Financial Services LLC
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 UTG
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,537,537 | 39,143 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,001,877 | 54,726 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,332,389 | 58,869 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,084,293 | 57,609 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,885,725 | 57,951 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,814,727 | 57,265 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,809,077 | 55,138 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,487,765 | 54,457 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,596,544 | 59,219 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,574,397 | 58,878 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,431,672 | 58,080 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,062,477 | 75,218 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,635,681 | 57,635 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,109,959 | 74,636 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,622,359 | 59,558 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,818,863 | 58,673 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,409,541 | 40,135 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,840,887 | 56,176 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,160,603 | 62,973 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,913,729 | 86,977 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,721,930 | 83,011 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,489,964 | 79,577 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,418,202 | 80,126 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,287,465 | 79,564 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||