Sowell Financial Services LLC
CIK:0001633697
Investment Adviser
$4B AUM
1,068 holdings
North Little Rock, AR, US
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.
Top Buys
A
AAPLAPPLE INC+$19.7M
N
NVDANVIDIA CORPORATION+$12.2M
F
FDLFIRST TR EXCHANGE-TRADED FD+$8.2M
G
GOOGLALPHABET INC+$6.8M
V
VBVANGUARD INDEX FDS+$6.2M
Top Sells
F
FBCGFIDELITY COVINGTON TRUST-$7.6M
S
SPLVINVESCO EXCH TRADED FD TR II-$6.0M
N
NFLXNETFLIX INC-$5.9M
F
FTLSFIRST TR EXCH TRADED FD III-$5.1M
S
SPOTSPOTIFY TECHNOLOGY S A-$4.3M
Top Holdings
A
AAPLAPPLE INC+3.9%$102.5M
N
NVDANVIDIA CORPORATION+3.0%$77.7M
M
MSFTMICROSOFT CORP+2.8%$73.2M
Q
QQQINVESCO QQQ TR+2.7%$70.1M
I
IVVISHARES TR+2.2%$56.3M
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
SEMICONDUCTORS & RELATED DEVICES
+4.6%
SERVICES-PREPACKAGED SOFTWARE
+4.4%
ELECTRONIC COMPUTERS
+4.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.3%
PHARMACEUTICAL PREPARATIONS
+2.1%