SF
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Sowell Financial Services LLC13F | |
| Sowell Financial Services LLC | |
| Last update 2025-07-14 | 1038 Stocks (101 new) |
| Value $2.46 Bil | Turnover 8 % |
Sowell Financial Services LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 403,635 | 82,813.7 | +0.97% | 3.370 | +0.03% | 0.000 | +5.05% | -14.08% | 3,205,870.5 | Hardware | |
MSFT | Microsoft Corp | 153,384 | 76,294.9 | -0.14% | 3.110 | 0% | 0.000 | +35.12% | +20.26% | 3,753,137.3 | Software | |
NVDA | NVIDIA Corp | 414,471 | 65,482.3 | +6.13% | 2.670 | +0.15% | 0.000 | +66.22% | +27.14% | 4,163,321.8 | Semiconductors | |
QQQ | INVESCO QQQ Trust | 118,330 | 65,275.4 | +0.51% | 2.660 | +0.01% | 0.020 | +24.07% | +10.48% | 359,192.0 | ||
IVV | iShares Core S&P 500 ETF | 86,193 | 53,517.2 | -1.35% | 2.180 | -0.03% | 0.010 | +18.71% | +8.79% | 641,347.1 | ||
AMZN | Amazon.com Inc | 227,629 | 49,939.5 | +4.10% | 2.030 | +0.08% | 0.000 | +26.46% | +4.10% | 2,424,669.8 | Retail - Cyclical | |
SPY | SPDR S&P 500 ETF Trust | 79,400 | 49,057.5 | +3.77% | 2.000 | +0.07% | 0.010 | +18.65% | +8.72% | 653,541.1 | ||
JAAA | Janus Henderson AAA CLO ETF | 640,521 | 32,506.4 | +8.97% | 1.320 | +0.11% | 0.150 | +2.02% | +2.70% | 22,855.0 | ||
WLDR | Affinity World Leaders Equity ETF | 916,820 | 30,507.8 | +6.49% | 1.240 | +0.08% | 73.350 | +21.66% | +16.44% | 44.5 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 164,758 | 30,121.0 | -0.76% | 1.230 | -0.01% | 0.060 | +13.94% | +4.96% | 53,459.5 |
Sowell Financial Services LLC's Historical Top Holdings Breakdowns
Sowell Financial Services LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 2025-06-30 | Add Add | +0.34% | 97.68 ($112.47) 121.38 | $124.30 | 10.52% | Add 463% | 82,114 | 67,529 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-06-30 | Add Add | +0.32% | 43.53 ($50.15) 54.46 | $55.81 | 11.30% | Add 864.17% | 161,422 | 144,680 | |
FBCG | Fidelity Blue Chip Growth ETF | 2025-06-30 | New Buy New Buy | +0.31% | 35.12 ($42.61) 48.24 | $49.72 | 16.68% | New holding | 157,832 | 157,832 | |
PHYS | Sprott Physical Gold Trust | 2025-06-30 | Add Add | +0.27% | 22.82 ($25.11) 26.29 | $26.02 | 3.64% | Add 502.59% | 308,088 | 256,961 | |
META | Meta Platforms Inc | 2025-06-30 | Add Add | +0.25% | 484.66 ($617.26) 738.09 | $713.28 | 15.56% | Add 33.41% | 33,327 | 8,346 | |
BUFR | FT Vest Laddered Buffer ETF | 2025-06-30 | Reduce Reduce | -0.18% | 27.3 ($30.09) 31.8 | $32.31 | 7.39% | Reduce -82.34% | 28,137 | -131,200 | |
JBBB | Janus Henderson B-BBB CLO ETF | 2025-06-30 | Reduce Reduce | -0.18% | 46.79 ($48.02) 48.67 | $48.18 | 0.33% | Reduce -48.9% | 84,000 | -80,394 | |
CLOZ | Eldridge BBB-B CLO ETF | 2025-06-30 | Reduce Reduce | -0.18% | 25.41 ($26.44) 26.91 | $26.82 | 1.44% | Reduce -49.16% | 149,931 | -144,993 | |
SPLV | Invesco S&P 500 Low Volatility ETF | 2025-06-30 | Reduce Reduce | -0.17% | 68.13 ($72.42) 74.77 | $73.38 | 1.33% | Reduce -26.37% | 143,357 | -51,348 | |
VBIL |
Vanguard 0-3 Month Treasury Bill ETF
Vanguard 0-3 Month Treasury Bill ETF
| 2025-06-30 | New Buy New Buy | +0.17% | 75.21 ($75.39) 75.55 | $75.51 | 0.16% | New holding | 53,969 | 53,969 |
Sowell Financial Services LLC Total Holding History ($B)
Sowell Financial Services LLC's Asset Allocation
Sowell Financial Services LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Sowell Financial Services LLC's Hypothetical Growth since 2025-06-30
Sowell Financial Services LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sowell Financial Services LLC's Holdings Heat Map
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Sowell Financial Services LLC's Holdings Bubble Chart
Sowell Financial Services LLC News
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