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Latest Sowell Financial Services LLC Stock Portfolio

$3.06Billion | No. of Holdings #1154

Sowell Financial Services LLC Performance

2026 Q2+7.90%
YTD+6.05%
2025+13.98%

About Sowell Financial Services LLC and 13F Hedge Fund Stock Holdings

On 2026-07-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sowell Financial Services LLC reported an equity portfolio of $3.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Sowell Financial Services LLC are AAPL, QQQ, NVDA. The fund has invested 4% of it's portfolio in APPLE INC and 2.9% of portfolio in INVESCO QQQ TR. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), FIRST TR EXCHNG TRADED FD VI (AFLG) and PHIBRO ANIMAL HEALTH CORP (PAHC) stocks. They significantly reduced their stock positions in INVESCO EXCH TRD SLF IDX FD (BSAE), FIRST TR EXCHANGE TRAD FD VI (FTGC) and J P MORGAN EXCHANGE TRADED F (BBAX). Sowell Financial Services LLC opened new stock positions in ISHARES U S ETF TR (CCRV), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and INVESCO ACTVELY MNGD ETC FD (PDBC). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (AGNG), VANGUARD WORLD FD (VAW) and SPDR SERIES TRUST (BIL).
Sowell Financial Services LLC Equity Portfolio Value
Last Reported on: 20 Jul, 2026
$3.06Billion
  as of Jul 20, 2026

Sowell Financial Services LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sowell Financial Services LLC made a return of 7.9% in the last quarter. In trailing 12 months, it's portfolio return was 14.93%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares u s etf tr4,739,650
simplify exchange traded fun3,014,820
invesco actvely mngd etc fd2,992,610
argan inc2,309,460
vanguard scottsdale fds2,279,940
columbia etf tr ii2,010,500
preformed line prods co1,894,730
ormat technologies inc1,504,130
New stocks bought by Sowell Financial Services LLC

Additions

Ticker% Inc.
global x fds724
vanguard world fd693
spdr series trust541
fidelity covington trust512
first tr exchange-traded fd454
ishares tr389
ishares tr361
vanguard world fd348
Additions to existing portfolio by Sowell Financial Services LLC

Reductions

Ticker% Reduced
vaneck etf trust-69.71
ishares tr-61.91
markel group inc-60.28
cardinal health inc-58.38
mckesson corp-53.41
ishares silver tr-47.45
ishares gold tr-41.71
ishares tr-34.53
Sowell Financial Services LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Sowell Financial Services LLC

Sector Distribution

Sowell Financial Services LLC has about 55.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Others55.4
Technology15.7
Financial Services4.6
Consumer Cyclical4.5
Industrials4
Communication Services3.7
Healthcare3.5
Consumer Defensive3.3
Energy1.9
Utilities1.7

Market Cap. Distribution

Sowell Financial Services LLC has about 41.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED55.4
MEGA-CAP26.3
LARGE-CAP15.4
MID-CAP1.7

Stocks belong to which Index?

About 40.6% of the stocks held by Sowell Financial Services LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others59.4
S&P 50037.9
RUSSELL 20002.7
Top 5 Winners (%)%
MU
micron technology inc
233.8 %
INTC
intel corp
199.6 %
MRVL
marvell technology inc
194.8 %
AMD
advanced micro devices inc
182.9 %
YNDX
nebius group n.v.
162.4 %
Top 5 Winners ($)$
QQQ
invesco qqq tr
19.3 M
AAPL
apple inc
15.1 M
AFK
vaneck etf trust
13.1 M
MU
micron technology inc
12.3 M
ACTV
two rds shared tr
10.5 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-72.3 %
AMPS
ishares tr
-70.4 %
EDV
vanguard world fd
-66.0 %
VB
vanguard index fds
-61.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-27.8 M
IJR
ishares tr
-19.8 M
VB
vanguard index fds
-15.9 M
VAW
vanguard world fd
-8.3 M
EDV
vanguard world fd
-6.6 M

Sowell Financial Services LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sowell Financial Services LLC

Sowell Financial Services LLC has 1154 stocks in it's portfolio. About 21.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for Sowell Financial Services LLC last quarter.

$2.82BTotal Value
500Positions
20 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Sowell Financial Services LLC, last reported on 20 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold

Goldman Sachs Physical Gold

AAAU
Sowell Financial Services LLC's holding in Goldman Sachs Physical Gold over time
0.05%38,077
$1.51M
0.05%
decreased 0.51 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sowell Financial Services LLC's holding in Ishares Tr over time
0.13%16,624
$4.03M
0.13%
increased 84.49 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sowell Financial Services LLC's holding in Ishares Tr over time
0.1%30,300
$2.93M
0.1%
decreased 15.8 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sowell Financial Services LLC's holding in Ishares Tr over time
0.09%54,994
$2.88M
0.09%
increased 15.3 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sowell Financial Services LLC's holding in Ishares Tr over time
0.09%34,519
$2.84M
0.09%
increased 6.13 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sowell Financial Services LLC's holding in Ishares Tr over time
0.07%26,481
$2.12M
0.07%
decreased 7.96 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sowell Financial Services LLC's holding in Ishares Tr over time
0.07%21,393
$2.02M
0.07%
increased 3.04 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sowell Financial Services LLC's holding in Ishares Tr over time
0.06%24,196
$1.85M
0.06%
decreased 26.21 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sowell Financial Services LLC's holding in Ishares Tr over time
0.06%15,383
$1.81M
0.06%
increased 1.87 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sowell Financial Services LLC's holding in Ishares Tr over time
0.06%14,442
$1.80M
0.06%
increased 0.05 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sowell Financial Services LLC's holding in Ishares Tr over time
0.05%15,771
$1.52M
0.05%
increased 1.98 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sowell Financial Services LLC's holding in Ishares Tr over time
0.05%28,830
$1.48M
0.05%
decreased 2.14 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sowell Financial Services LLC's holding in Ishares Tr over time
0.04%20,145
$1.11M
0.04%
decreased 0.07 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sowell Financial Services LLC's holding in Ishares Tr over time
0.04%26,351
$1.09M
0.04%
increased 1.21 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sowell Financial Services LLC's holding in Ishares Tr over time
0.04%13,906
$1.06M
0.04%
increased 100.75 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sowell Financial Services LLC's holding in Ishares Tr over time
0.03%8,648
$930.6K
0.03%
increased 4.26 percentadded