Sowell Financial Services LLC
1,126 holdingsFiling period: 2026-03-31Current AUM: $3.01Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 426.4K | $108.2M | $131.7M | 4.38% | -1,264 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 402.2K | $70.1M | $80.7M | 2.68% | +1.5K | 2026-03-31 |
| 3 | QQQ | INVESCO QQQ TR | 120.7K | $69.7M | $83.0M | 2.76% | +2.2K | 2026-03-31 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 88.5K | $57.5M | $66.1M | 2.20% | +4.3K | 2026-03-31 |
| 5 | IVV | ISHARES TR | 87.5K | $57.1M | $65.6M | 2.18% | -5,202 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 149.6K | $55.4M | $69.5M | 2.31% | +4.8K | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 221.4K | $46.1M | $60.1M | 2.00% | +8.7K | 2026-03-31 |
| 8 | WLDR | TWO RDS SHARED TR | 1.08M | $40.1M | $49.1M | 1.63% | +18.6K | 2026-03-31 |
| 9 | JAAA | JANUS DETROIT STR TR | 719.8K | $36.3M | $36.3M | 1.21% | +23.4K | 2026-03-31 |
| 10 | QUAL | ISHARES TR | 175.9K | $33.7M | $38.6M | 1.28% | +3.5K | 2026-03-31 |
| 11 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 59.8K | $28.6M | $28.6M | 0.95% | +1.3K | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 98.1K | $28.2M | $34.9M | 1.16% | -557 | 2026-03-31 |
| 13 | RWLC | ADVISORS INNER CIRCLE FD III | 808.1K | $25.7M | $30.5M | 1.01% | +50.4K | 2026-03-31 |
| 14 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | 1.20M | $24.4M | $23.7M | 0.79% | -- | 2026-03-31 |
| 15 | AGG | ISHARES TR | 241.8K | $24.0M | $23.5M | 0.78% | +12.1K | 2026-03-31 |
| 16 | IEFA | ISHARES TR | 243.6K | $22.1M | $23.9M | 0.80% | +4.8K | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 75.6K | $21.7M | $26.9M | 0.90% | +1.4K | 2026-03-31 |
| 18 | JPM | JPMORGAN CHASE & CO | 67.8K | $20.0M | $23.9M | 0.79% | -1,054 | 2026-03-31 |
| 19 | META | META PLATFORMS INC | 33.5K | $19.2M | $18.7M | 0.62% | +4.3K | 2026-03-31 |
| 20 | COST | COSTCO WHOLESALE CORPORATION | 18.9K | $18.8M | $18.0M | 0.60% | +777 | 2026-03-31 |
| 21 | XOM | EXXON MOBIL CORP | 107.2K | $18.2M | $16.7M | 0.55% | -6,452 | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 107.2K | $18.2M | $16.7M | 0.55% | -6,452 | 2026-03-31 |
| 23 | JPST | J P MORGAN EXCHANGE TRADED F | 358.7K | $18.2M | $18.1M | 0.60% | +18.4K | 2026-03-31 |
| 24 | WMT | WALMART INC | 139.8K | $17.4M | $15.5M | 0.52% | +1.3K | 2026-03-31 |
| 25 | SMH | VANECK ETF TRUST | 45.0K | $17.3M | $24.3M | 0.81% | +4.7K | 2026-03-31 |
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