StockDriftsStockDriftsTop 50 Sowell Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.98% | 420.7K | $121.7M | -1.33%(-5.67K) | $136.41(+123.86%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.94% | 122.0K | $89.8M | +1.06%(+1.28K) | $317.71(+130.56%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.7% | 413.1K | $82.7M | +2.73%(+10.98K) | $42.11(+436.85%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.11% | 86.4K | $64.5M | -2.30%(-2.04K) | $465.31(+66.63%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.95% | 79.5K | $59.6M | -9.08%(-7.94K) | $360.79(+115.90%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.85% | 151.9K | $56.7M | +1.56%(+2.34K) | $284.47(+70.87%) | 2026-06-30 | |
| WLDR | TWO RDS SHARED TR | 1.81% | 1.19M | $55.3M | +10.26%(+110.77K) | $28.55(+69.64%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.74% | 222.8K | $53.1M | +0.62%(+1.38K) | $117.15(+124.10%) | 2026-06-30 | |
| QUAL | ISHARES TR | 1.27% | 177.7K | $39.0M | +1.02%(+1.80K) | $131.57(+71.04%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.17% | 100.0K | $35.7M | +1.86%(+1.83K) | $105.57(+226.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.40% | +65.98% | +12.45% | +79.79% |
| Top 20 Holdings Unweighted | +16.52% | +58.20% | +9.42% | +56.82% |
Sowell Financial Services LLC reports $3.06B in US-listed equity holdings across 1,162 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.0%), QQQ (2.9%) and NVDA (2.7%). The top 20 holdings account for 30.5% of reported assets. Its disclosed equity book has returned +65.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sowell Financial Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633697). View Sowell Financial Services LLC’s 13F filings on SEC