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Sowell Financial Services LLC
Sowell Financial Services LLC is a US-registered investment adviser providing financial services, including investment advisory services, to a diverse client base with a focus on high net worth individuals, corporations, and pension/profit sharing plans.
Investment Strategy
Not explicitly stated in the available sources, but 13F filings indicate strong holdings in large-cap US equities such as Apple, Microsoft, Amazon, and Walmart, suggesting a core large-cap equity focus.
Latest 13F Filing Activity
Sowell Financial Services LLC filed their most recent 13F report on Sep 30, 2025 disclosing 1,055 equity positions with a total 13F market value of $3B. The fund increased holdings in Apple Inc., Nvidia Corporation, First TR Exchange-traded FD among other positions. Sowell Financial Services LLC reduced exposure to Fidelity Covington Trust, Invesco Exch Traded FD TR II, Netflix Inc. among others.
Top Holdings
Equity Positions (1,055)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 3.93% | $102.5M | 402,464 | $149.75 | $254.63 | +$19.7M |
N NVDA | NVIDIA CORPORATION | 2.98% | $77.7M | 416,270 | $43.14 | $186.58 | +$12.2M |
M MSFT | MICROSOFT CORP | 2.81% | $73.2M | 141,291 | $280.32 | $517.95 | -$3.1M |
Q QQQ | INVESCO QQQ TR | 2.69% | $70.1M | 116,823 | $315.04 | $600.37 | +$4.9M |
I IVV | ISHARES TR | 2.16% | $56.3M | 84,164 | $401.56 | $669.30 | +$2.8M |
Industry Allocation
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