Sowell Financial Services LLC 13F Holdings
CIK 0001633697 · NORTH LITTLE ROCK, AR
As of Sep 30, 2025, Sowell Financial Services LLC reported 1,068 positions worth
CIK 0001633697 · NORTH LITTLE ROCK, AR
As of Sep 30, 2025, Sowell Financial Services LLC reported 1,068 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 402,464 | 02.5M | 5.29% |
| NVIDIA CORP | NVDA | Technology | 416,270 | $77.7M | 4.01% |
| MICROSOFT CORP | MSFT | Technology | 141,291 | $73.2M | 3.78% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 116,823 | $70.1M | 3.62% |
| ISHARES CORE S&P 500 ETF | IVV | — | 84,164 | $56.3M | 2.91% |
| SPDR S&P 500 ETF TRUST | SPY | — | 77,205 | $51.4M | 2.66% |
| AMAZON.COM INC | AMZN | Equity | 211,442 | $46.4M | 2.40% |
| TWO RDS SHARED TR | WLDR | — | 960,923 | $35.6M | 1.84% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 664,177 | $33.7M | 1.74% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 165,569 | $32.2M | 1.66% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 58,523 | $29.4M | 1.52% |
| ADVISORS INNER CIRCLE FD III | — | — | 686,977 | $26.0M | 1.34% |
| ALPHABET INC | GOOGL | Equity | 99,721 | $24.2M | 1.25% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 256,170 | $23.9M | 1.24% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 68,693 | $21.7M | 1.12% |
| META PLATFORMS INC | META | Communication Services | 28,870 | $21.2M | 1.10% |
| BROADCOM INC | AVGO | Technology | 64,120 | $21.2M | 1.09% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 205,284 | $20.6M | 1.06% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 233,167 | $20.4M | 1.05% |
| MASTERCARD INC | MA | Financial Services | 34,790 | 9.8M | 1.02% |
| ALPHABET INC | GOOG | Equity | 74,809 | 8.2M | 0.94% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 37,294 | 7.9M | 0.92% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 173,246 | 7.4M | 0.90% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 18,690 | 7.3M | 0.89% |
| INVESCO EXCH TRADED FD TR II | — | — | 830,371 | 6.6M | 0.86% |