Top 50 Sowell Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4% | 426.4K | $108.2M | -0.30%(-1.26K) | $136.41(+119.09%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.59% | 402.2K | $70.1M | +0.37%(+1.46K) | $38.27(+490.06%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.58% | 120.7K | $69.7M | +1.87%(+2.22K) | $314.21(+127.46%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.13% | 88.5K | $57.5M | +5.14%(+4.33K) | $465.31(+59.53%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.11% | 87.5K | $57.1M | -5.61%(-5.20K) | $360.79(+106.70%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.05% | 149.6K | $55.4M | +3.34%(+4.83K) | $283.20(+43.08%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.71% | 221.4K | $46.1M | +4.11%(+8.74K) | $116.52(+131.84%) | 2026-03-31 | |
| WLDR | TWO RDS SHARED TR | 1.48% | 1.08M | $40.2M | +1.75%(+18.58K) | $27.24(+56.81%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 1.34% | 719.8K | $36.3M | +3.37%(+23.43K) | $50.71(-0.15%) | 2026-03-31 | |
| QUAL | ISHARES TR | 1.25% | 175.9K | $33.7M | +2.06%(+3.55K) | $130.84(+61.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.06% | +56.32% |
| Top 20 Holdings Unweighted | +14.68% | +50.81% |
Sign up free to track Sowell Financial Services LLC, compare funds side by side, and get alerts the moment positions change.