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Sowell Financial Services LLC

Portfolio Manager
Sowell Financial Services LLC
Performance
-6.75% (2026 Q1)
AUM (13F)
$2.70B
# of Holdings
1123
Performance Rank
Allocation (Top 20)
29.85%

Sowell Financial Services LLC Holdings Map

Top 50 Sowell Financial Services LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
4%426.4K$108.2M
-0.30%(-1.26K)
2025-Q1: 399.7K shares2025-Q2: 403.6K shares2025-Q3: 402.5K shares2025-Q4: 427.6K shares2026-Q1: 426.4K shares
$136.41(+119.09%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.59%402.2K$70.1M
+0.37%(+1.46K)
2025-Q1: 390.5K shares2025-Q2: 414.5K shares2025-Q3: 416.3K shares2025-Q4: 400.7K shares2026-Q1: 402.2K shares
$38.27(+490.06%)
2026-03-31
QQQ
INVESCO QQQ TR
2.58%120.7K$69.7M
+1.87%(+2.22K)
2025-Q1: 117.7K shares2025-Q2: 118.3K shares2025-Q3: 116.8K shares2025-Q4: 118.5K shares2026-Q1: 120.7K shares
$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)
2025-Q1: 76.5K shares2025-Q2: 79.4K shares2025-Q3: 77.2K shares2025-Q4: 84.2K shares2026-Q1: 88.5K shares
$465.31(+59.53%)
2026-03-31
IVV
ISHARES TR
2.11%87.5K$57.1M
-5.61%(-5.20K)
2025-Q1: 87.4K shares2025-Q2: 86.2K shares2025-Q3: 84.2K shares2025-Q4: 92.7K shares2026-Q1: 87.5K shares
$360.79(+106.70%)
2026-03-31
MSFT
MICROSOFT CORP
2.05%149.6K$55.4M
+3.34%(+4.83K)
2025-Q1: 153.6K shares2025-Q2: 153.4K shares2025-Q3: 141.3K shares2025-Q4: 144.7K shares2026-Q1: 149.6K shares
$283.20(+43.08%)
2026-03-31
AMZN
AMAZON COM INC
1.71%221.4K$46.1M
+4.11%(+8.74K)
2025-Q1: 218.7K shares2025-Q2: 227.6K shares2025-Q3: 211.4K shares2025-Q4: 212.7K shares2026-Q1: 221.4K shares
$116.52(+131.84%)
2026-03-31
WLDR
TWO RDS SHARED TR
1.48%1.08M$40.2M
+1.75%(+18.58K)
2025-Q1: 861.0K shares2025-Q2: 916.8K shares2025-Q3: 960.9K shares2025-Q4: 1.06M shares2026-Q1: 1.08M shares
$27.24(+56.81%)
2026-03-31
JAAA
JANUS DETROIT STR TR
1.34%719.8K$36.3M
+3.37%(+23.43K)
2025-Q1: 587.8K shares2025-Q2: 640.5K shares2025-Q3: 664.2K shares2025-Q4: 696.3K shares2026-Q1: 719.8K shares
$50.71(-0.15%)
2026-03-31
QUAL
ISHARES TR
1.25%175.9K$33.7M
+2.06%(+3.55K)
2025-Q1: 166.0K shares2025-Q2: 164.8K shares2025-Q3: 165.6K shares2025-Q4: 172.4K shares2026-Q1: 175.9K shares
$130.84(+61.25%)
2026-03-31

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