Sowell Financial Services
$2.7B Assets Reported
1,197 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 426,381 | $108M | 4.0% |
| NVDA | NVIDIA CORPORATION | 402,159 | $70M | 2.6% |
| QQQ | INVESCO QQQ TR | 120,693 | $70M | 2.6% |
| SPY | STATE STR SPDR S&P 500 ETF T | 88,477 | $58M | 2.1% |
| IVV | ISHARES TR | 87,465 | $57M | 2.1% |
| MSFT | MICROSOFT CORP | 149,571 | $55M | 2.0% |
| AMZN | AMAZON COM INC | 221,447 | $46M | 1.7% |
| WLDR | TWO RDS SHARED TR | 1,079,602 | $40M | 1.5% |
| JAAA | JANUS DETROIT STR TR | 719,766 | $36M | 1.3% |
| QUAL | ISHARES TR | 175,920 | $34M | 1.2% |
Track Sowell Financial Services's 13F portfolio: $2.7B in reported holdings, 1,197 positions. Top holdings, AUM, and quarterly changes on SentiSense.