Sowell Financial Services LLC
1,164 holdingsFiling period: 2026-06-30Current AUM: $3.10Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 420.7K | $121.7M | $146.0M | 4.72% | -5,667 | 2026-06-30 |
| 2 | QQQ | Invesco Qqq TR | 122.0K | $89.8M | $88.0M | 2.84% | +1.3K | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 413.1K | $82.7M | $90.0M | 2.91% | +11.0K | 2026-06-30 |
| 4 | SPY | State Str Spdr S&P 500 ETF T | 86.4K | $64.5M | $66.5M | 2.15% | -2,039 | 2026-06-30 |
| 5 | IVV | iShares TR | 79.5K | $59.6M | $61.5M | 1.99% | -7,942 | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 151.9K | $56.7M | $80.7M | 2.61% | +2.3K | 2026-06-30 |
| 7 | WLDR | Two Rds Shared TR | 1.19M | $55.3M | $54.4M | 1.76% | +110.8K | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 222.8K | $53.1M | $56.4M | 1.82% | +1.4K | 2026-06-30 |
| 9 | QUAL | iShares TR | 177.7K | $39.0M | $39.7M | 1.28% | +1.8K | 2026-06-30 |
| 10 | GOOGL | Alphabet Inc | 100.0K | $35.7M | $32.0M | 1.04% | +1.8K | 2026-06-30 |
| 11 | RWLC | Advisors Inner Circle FD III | 909.9K | $34.1M | $35.3M | 1.14% | +101.8K | 2026-06-30 |
| 12 | SMH | VanEck ETF Trust | 51.2K | $33.6M | $28.6M | 0.92% | +6.2K | 2026-06-30 |
| 13 | JAAA | Janus Detroit Str TR | 622.8K | $31.4M | $31.5M | 1.02% | -96,944 | 2026-06-30 |
| 14 | BRK-B | Berkshire Hathaway Inc Del | 61.2K | $30.6M | $30.6M | 0.99% | +1.4K | 2026-06-30 |
| 15 | GOOG | Alphabet Inc | 74.6K | $26.4M | $23.6M | 0.76% | -952 | 2026-06-30 |
| 16 | AGGH | Simplify Exchange Traded Fun | 1.22M | $24.6M | $23.3M | 0.75% | +21.1K | 2026-06-30 |
| 17 | AGG | iShares TR | 247.7K | $24.5M | $23.8M | 0.77% | +6.0K | 2026-06-30 |
| 18 | IEFA | iShares TR | 246.2K | $23.8M | $23.8M | 0.77% | +2.6K | 2026-06-30 |
| 19 | JPM | JPMorgan Chase & Co | 70.5K | $23.1M | $23.7M | 0.76% | +2.7K | 2026-06-30 |
| 20 | VTV | Vanguard Index Fds | 105.2K | $22.9M | $23.8M | 0.77% | +24.8K | 2026-06-30 |
| 21 | META | Meta Platforms Inc | 37.1K | $20.9M | $23.0M | 0.74% | +3.6K | 2026-06-30 |
| 22 | VOO | Vanguard Index Fds | 29.3K | $20.1M | $20.7M | 0.67% | +2.2K | 2026-06-30 |
| 23 | AVGO | Broadcom Inc | 51.4K | $19.4M | $17.6M | 0.57% | -1,567 | 2026-06-30 |
| 24 | SPYM | Spdr Series Trust | 216.9K | $19.1M | $19.7M | 0.63% | +8.1K | 2026-06-30 |
| 25 | CAT | Caterpillar Inc | 17.5K | $18.7M | $12.5M | 0.40% | -1,244 | 2026-06-30 |
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