Sowell Financial Services LLC
CIK
1633697
City
NORTH LITTLE ROCK
State / Country
AR
Top Portfolio Positions
671 positions ·
$1,476,940,380 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
426,381 | $108,211,233 | 7.33% | |
| NVDA |
Nvidia Corp
Technology
|
402,159 | $70,136,529 | 4.75% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
120,693 | $69,661,585 | 4.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
88,477 | $57,540,132 | 3.90% | |
| 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 WIW
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,715 | 16,633 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $142,877 | 16,633 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $150,827 | 16,966 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $148,622 | 16,966 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $156,462 | 17,800 | Shares | Sole | 2025-04-17 | |
| 2023-03-31 | $162,870 | 17,800 | Shares | Sole | 2023-05-12 | |
| 2021-03-31 | $1,495 | 123 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $930 | 75 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $640 | 57 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $295 | 27 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $143 | 15 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||