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Sowell Financial Services LLC

Sowell Financial Services LLC is an Investment Adviser institutional filer with the SEC under CIK 1633697, reporting 1,156 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: AR
  • Filing type: 13F-HR/A
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-23

Top 10 portfolio positions

The largest reported holdings in Sowell Financial Services LLC's most recent 13F filing, ranked by reported market value.

  1. APPLE INC (AAPL)
  2. NVIDIA CORPORATION (NVDA)
  3. INVESCO QQQ TR (QQQ)
  4. MICROSOFT CORP (MSFT)
  5. STATE STR SPDR S&P 500 ETF T (SPY)
  6. ISHARES TR (IVV)
  7. TWO RDS SHARED TR (WLDR)
  8. AMAZON COM INC (AMZN)
  9. ISHARES TR (QUAL)
  10. ADVISORS INNER CIRCLE FD III (RWLC)
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