Sowell Financial Services LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SF Sowell Financial Services LLC | Institutional Filer | ▼ 0.67% | $2.70B | 1123 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1123)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 426K | $108.2M | 4.00% |
| 2 | NVDA | NVIDIA Corporation | Technology | 402K | $70.1M | 2.59% |
| 3 | QQQ | Invesco QQQ Trust | — | 121K | $69.7M | 2.58% |
| 4 | SPY | SPDR S&P 500 ETF Trust | — | 88K | $57.5M | 2.13% |
| 5 | IVV | ISHARES TR | — | 87K | $57.1M | 2.11% |
| 6 | MSFT | Microsoft Corporation | Technology | 150K | $55.4M | 2.05% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 221K | $46.1M | 1.71% |
| 8 | WLDR | TWO RDS SHARED TR | — | 1.1M | $40.2M | 1.48% |
| 9 | JAAA | JANUS DETROIT STR TR | — | 720K | $36.3M | 1.34% |
| 10 | QUAL | ISHARES TR | — | 176K | $33.7M | 1.25% |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 60K | $28.6M | 1.06% |
| 12 | GOOGL | Alphabet Inc. | Technology | 98K | $28.2M | 1.04% |
| 13 | RWLC | ADVISORS INNER CIRCLE FD III | — | 808K | $25.7M | 0.95% |
| 14 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | — | 1.2M | $24.4M | 0.90% |
| 15 | AGG | ISHARES TR | — | 242K | $24.0M | 0.89% |
Showing 1 to 15 of 1000 holdings