CIK 1633697
Sowell Financial Services LLC
Institutional 13F holdings & portfolio
Holdings
1,106
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,106
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 428K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 401K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 118K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 145K | $1M+ | SH |
| IVV | ISHARES TR | 93K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 84K | $1M+ | SH |
| AMZN | AMAZON COM INC | 213K | $1M+ | SH |
| WLDR | TWO RDS SHARED TR | 1.1M | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 696K | $1M+ | SH |
| QUAL | ISHARES TR | 172K | $1M+ | SH |
| GOOGL | ALPHABET INC | 99K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 58K | $1M+ | SH |
| RWLC | ADVISORS INNER CIRCLE FD III | 758K | $1M+ | SH |
| BOND | PIMCO ETF TR | 266K | $1M+ | SH |
| GOOG | ALPHABET INC | 74K | $1M+ | SH |
| AGG | ISHARES TR | 230K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 69K | $1M+ | SH |
| IEFA | ISHARES TR | 239K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 35K | $1M+ | SH |
| META | META PLATFORMS INC | 29K | $1M+ | SH |
| AVGO | BROADCOM INC | 54K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 36K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 340K | $1M+ | SH |
| PGHY | INVESCO EXCH TRADED FD TR II | 860K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 205K | $1M+ | SH |
| TSLA | TESLA INC | 35K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 18K | $1M+ | SH |
| WMT | WALMART INC | 139K | $1M+ | SH |
| SGOV | ISHARES TR | 154K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 236K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 185K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 40K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| IWF | ISHARES TR | 30K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 74K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 114K | $1M+ | SH |
| V | VISA INC | 39K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 237K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 72K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 60K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 119K | $1M+ | SH |
| INCM | FRANKLIN TEMPLETON ETF TR | 434K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 84K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 76K | $1M+ | SH |
| ABBV | ABBVIE INC | 47K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 37K | $1M+ | SH |
| CAT | CATERPILLAR INC | 19K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 80K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 141K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 41K | $1M+ | SH |