Sowell Financial Services LLC

13F filer · CIK 0001633697

Reported Jul 20, 2026

Net seller this quarter

13F portfolio value$3.06BU.S. long equity reported on 13F

Positions73889 new · 64 closed

Net flow last quarter-$15.5MBuys minus sells

Top 10 positions weight19.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026738 positions
AAPLApple Inc.	$122M	3.98%	0.00%	-1.3%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$89.8M	2.94%	Not reported	+1.1%	Q3 2018
NVDANvidia Corp	$82.7M	2.70%	0.00%	+2.7%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$64.5M	2.11%	Not reported	-2.3%	Q4 2016
MSFTMicrosoft Corp	$56.7M	1.85%	0.00%	+1.6%	Q4 2016
AMZNAmazon Com Inc	$53.1M	1.74%	0.00%	+0.6%	Q4 2016
GOOGLAlphabet Inc.	$35.7M	1.17%	0.00%	+1.9%	Q1 2018
SMHMarket Vectors ETF Trust	$33.6M	1.10%	Not reported	+13.7%	Q3 2019
BRK.BBerkshire Hathaway Inc	$30.6M	1.00%	Not reported	+2.4%	Q4 2016
GOOGAlphabet Inc.	$26.4M	0.86%	Not reported	-1.3%	Q1 2018
JPMJPMorgan Chase & Co	$23.1M	0.75%	0.00%	+3.9%	Q1 2018
METAMeta Platforms, Inc.	$20.9M	0.68%	Not reported	+10.7%	Q4 2016
AVGOBroadcom Inc.	$19.4M	0.63%	0.00%	-3.0%	Q3 2018
CATCaterpillar Inc	$18.7M	0.61%	0.00%	-6.6%	Q4 2016
COSTCostco Wholesale Corp	$17.7M	0.58%	0.00%	+0.1%	Q4 2016
MUMicron Technology Inc	$16.8M	0.55%	0.00%	-6.5%	Q4 2016
MAMastercard Inc	$16.7M	0.55%	0.00%	-3.0%	Q4 2016
WMTWalmart Inc.	$15.2M	0.50%	0.00%	-3.9%	Q3 2018
VVisa Inc.	$14.7M	0.48%	0.00%	+3.2%	Q4 2016
JNJJohnson & Johnson	$14.5M	0.48%	0.00%	-4.6%	Q4 2016
CSCOCisco Systems, Inc.	$13.9M	0.46%	0.00%	-0.4%	Q4 2016
TSLATesla, Inc.	$13.8M	0.45%	0.00%	-8.8%	Q3 2019
AMDAdvanced Micro Devices Inc	$13.1M	0.43%	0.00%	-2.8%	Q4 2016
BACBank of America Corp	$12.9M	0.42%	0.00%	-4.8%	Q3 2018
INCMInnocom Technology Holdings, Inc.	$12.3M	0.40%	0.19%	+7.9%	Q4 2023
CVXChevron Corp	$12.1M	0.40%	0.00%	-1.5%	Q4 2016
KOCoca Cola Co	$11.7M	0.38%	0.00%	-0.9%	Q4 2016
ABBVAbbVie Inc.	$11.2M	0.36%	0.00%	-1.1%	Q4 2016
IBMInternational Business Machines Corp	$11M	0.36%	0.00%	+4.4%	Q4 2016
DELLDell Technologies Inc.	$10.4M	0.34%	0.00%	-2.0%	Q3 2019
MRKMerck & Co., Inc.	$9.64M	0.31%	0.00%	+0.6%	Q3 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.62M	0.31%	0.00%	+0.4%	Q4 2016
OKEOneok Inc	$9.37M	0.31%	0.02%	+0.6%	Q2 2018
FLDRFlanders Corp	$9.29M	0.30%	Not reported	+24.8%	Q4 2025
LLYELI LILLY & Co	$9.14M	0.30%	0.00%	+10.5%	Q4 2016
PLTRPalantir Technologies Inc.	$9.04M	0.30%	0.00%	+1.1%	Q1 2021
SBUXStarbucks Corp	$8.83M	0.29%	0.01%	-1.6%	Q4 2016
UBERUber Technologies, Inc	$8.71M	0.28%	0.01%	+9.0%	Q3 2019
MSMorgan Stanley	$8.55M	0.28%	0.00%	+1.1%	Q4 2016
LRCXLam Research Corp	$8.54M	0.28%	0.00%	-0.4%	Q4 2016
WFCWells Fargo & Company	$8.54M	0.28%	0.00%	+0.1%	Q4 2016
DIASPDR Dow Jones Industrial Average ETF Trust	$8.5M	0.28%	Not reported	-3.4%	Q4 2016
UPSUnited Parcel Service Inc	$8.49M	0.28%	0.01%	+1.7%	Q4 2016
APHAmphenol Corp	$7.98M	0.26%	0.00%	-2.7%	Q4 2016
PMPhilip Morris International Inc.	$7.82M	0.26%	0.00%	-2.3%	Q3 2018
IWSImageware Systems Inc	$7.79M	0.25%	Not reported	-6.3%	Q4 2016
BTZBlackRock Credit Allocation Income Trust	$7.78M	0.25%	Not reported	+6.9%	Q4 2016
HHHHoward Hughes Holdings Inc.	$7.5M	0.24%	0.18%	+3.3%	Q2 2025
ETEnergy Transfer LP	$7.23M	0.24%	0.01%	+1.0%	Q3 2018
VZVerizon Communications Inc	$7.22M	0.24%	0.00%	+2.1%	Q4 2016

Q1 2026Reported Apr 20, 2026712 positions
AAPLApple Inc.	$108M	4.00%	0.00%	-0.3%	Q4 2016
NVDANvidia Corp	$70.1M	2.59%	0.00%	+0.4%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$69.7M	2.58%	Not reported	+1.9%	Q3 2018
SPYSPDR S&P 500 ETF Trust	$57.5M	2.13%	Not reported	+5.1%	Q4 2016
MSFTMicrosoft Corp	$55.4M	2.05%	0.00%	+3.3%	Q4 2016
AMZNAmazon Com Inc	$46.1M	1.71%	0.00%	+4.1%	Q4 2016
BRK.BBerkshire Hathaway Inc	$28.6M	1.06%	Not reported	+2.2%	Q4 2016
GOOGLAlphabet Inc.	$28.2M	1.04%	0.00%	-0.6%	Q1 2018
GOOGAlphabet Inc.	$21.7M	0.80%	Not reported	+1.9%	Q1 2018
JPMJPMorgan Chase & Co	$20M	0.74%	0.00%	-1.5%	Q1 2018
METAMeta Platforms, Inc.	$19.2M	0.71%	Not reported	+14.6%	Q4 2016
COSTCostco Wholesale Corp	$18.8M	0.70%	0.00%	+4.3%	Q4 2016
XOMExxonMobil Holdings Corp	$18.2M	0.67%	0.00%	-5.7%	Q4 2016
WMTWalmart Inc.	$17.4M	0.64%	0.00%	+0.9%	Q3 2018
SMHMarket Vectors ETF Trust	$17.3M	0.64%	Not reported	+11.6%	Q3 2019
MAMastercard Inc	$16.8M	0.62%	0.00%	-3.2%	Q4 2016
AVGOBroadcom Inc.	$16.4M	0.61%	0.00%	-2.5%	Q3 2018
CVXChevron Corp	$15.4M	0.57%	0.00%	-2.2%	Q4 2016
JNJJohnson & Johnson	$14.7M	0.54%	0.00%	0.0%	Q4 2016
IAUIshares Gold Trust	$13.6M	0.50%	0.02%	-24.7%	Q4 2016
TSLATesla, Inc.	$13.3M	0.49%	0.00%	+1.3%	Q3 2019
CATCaterpillar Inc	$13.3M	0.49%	0.00%	+0.9%	Q4 2016
VVisa Inc.	$12.5M	0.46%	0.00%	+7.4%	Q4 2016
BACBank of America Corp	$11.6M	0.43%	0.00%	+0.5%	Q3 2018
INCMInnocom Technology Holdings, Inc.	$11.3M	0.42%	0.18%	-9.0%	Q4 2023
PLTRPalantir Technologies Inc.	$11.2M	0.41%	0.00%	+5.8%	Q1 2021
KOCoca Cola Co	$11M	0.41%	0.00%	-1.2%	Q4 2016
SLViShares Silver Trust	$10.1M	0.37%	0.03%	-37.4%	Q4 2016
ABBVAbbVie Inc.	$9.75M	0.36%	0.00%	-5.6%	Q4 2016
OKEOneok Inc	$9.69M	0.36%	0.02%	+3.0%	Q2 2018
CSCOCisco Systems, Inc.	$9.23M	0.34%	0.00%	+6.3%	Q4 2016
IBMInternational Business Machines Corp	$9.07M	0.34%	0.00%	+2.3%	Q4 2016
MRKMerck & Co., Inc.	$8.97M	0.33%	0.00%	+3.0%	Q3 2018
VZVerizon Communications Inc	$8.38M	0.31%	0.00%	-4.0%	Q4 2016
WFCWells Fargo & Company	$8.22M	0.30%	0.00%	-2.7%	Q4 2016
UBERUber Technologies, Inc	$7.97M	0.29%	0.01%	+52.0%	Q3 2019
SBUXStarbucks Corp	$7.87M	0.29%	0.01%	-3.2%	Q4 2016
DIASPDR Dow Jones Industrial Average ETF Trust	$7.81M	0.29%	Not reported	-5.9%	Q4 2016
UPSUnited Parcel Service Inc	$7.64M	0.28%	0.01%	-6.1%	Q4 2016
MCDMcdonalds Corp	$7.52M	0.28%	0.00%	+2.1%	Q4 2016
FLDRFlanders Corp	$7.44M	0.27%	Not reported	+156.7%	Q4 2025
IWSImageware Systems Inc	$7.36M	0.27%	Not reported	+525.5%	Q4 2016
PMPhilip Morris International Inc.	$7.32M	0.27%	0.00%	-0.8%	Q3 2018
ETEnergy Transfer LP	$7.23M	0.27%	0.01%	+3.2%	Q3 2018
BTZBlackRock Credit Allocation Income Trust	$7.19M	0.27%	Not reported	+8.8%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.78M	0.25%	0.00%	+2.0%	Q4 2016
MSMorgan Stanley	$6.66M	0.25%	0.00%	+31.4%	Q4 2016
HDHome Depot, Inc.	$6.54M	0.24%	0.00%	-1.4%	Q4 2016
APDAir Products & Chemicals, Inc.	$6.54M	0.24%	0.01%	+414.2%	Q4 2016
NFLXNetflix Inc	$6.51M	0.24%	0.00%	+8.1%	Q1 2017

Q4 2025Reported Jan 21, 2026699 positions
AAPLApple Inc.	$116M	4.27%	0.00%	+6.3%	Q4 2016
NVDANvidia Corp	$74.7M	2.75%	0.00%	-3.7%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$72.8M	2.67%	Not reported	+1.4%	Q3 2018
MSFTMicrosoft Corp	$70M	2.57%	0.00%	+2.4%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$57.4M	2.11%	Not reported	+9.0%	Q4 2016
AMZNAmazon Com Inc	$49.1M	1.80%	0.00%	+0.6%	Q4 2016
GOOGLAlphabet Inc.	$30.9M	1.13%	0.00%	-1.0%	Q1 2018
BRK.BBerkshire Hathaway Inc	$29.4M	1.08%	Not reported	-0.1%	Q4 2016
GOOGAlphabet Inc.	$23.3M	0.85%	Not reported	-0.9%	Q1 2018
JPMJPMorgan Chase & Co	$22.2M	0.82%	0.00%	+0.3%	Q1 2018
MAMastercard Inc	$19.8M	0.73%	0.00%	-0.3%	Q4 2016
METAMeta Platforms, Inc.	$19.3M	0.71%	Not reported	+1.3%	Q4 2016
AVGOBroadcom Inc.	$18.8M	0.69%	0.00%	-15.3%	Q3 2018
IAUIshares Gold Trust	$16.6M	0.61%	0.02%	-1.2%	Q4 2016
TSLATesla, Inc.	$15.9M	0.59%	0.00%	+4.8%	Q3 2019
COSTCostco Wholesale Corp	$15.6M	0.57%	0.00%	-3.2%	Q4 2016
WMTWalmart Inc.	$15.4M	0.57%	0.00%	-0.6%	Q3 2018
SLViShares Silver Trust	$15.2M	0.56%	0.04%	-6.8%	Q4 2016
SMHMarket Vectors ETF Trust	$14.5M	0.53%	Not reported	-7.5%	Q3 2019
XOMExxonMobil Holdings Corp	$13.7M	0.50%	0.00%	-0.6%	Q4 2016
VVisa Inc.	$13.5M	0.50%	0.00%	-0.9%	Q4 2016
BACBank of America Corp	$13M	0.48%	0.00%	-0.8%	Q3 2018
PLTRPalantir Technologies Inc.	$12.9M	0.47%	0.00%	-8.8%	Q1 2021
JNJJohnson & Johnson	$12.4M	0.46%	0.00%	+0.9%	Q4 2016
INCMInnocom Technology Holdings, Inc.	$12.2M	0.45%	0.20%	-0.6%	Q4 2023
CVXChevron Corp	$11.6M	0.43%	0.00%	+3.5%	Q4 2016
ABBVAbbVie Inc.	$10.8M	0.40%	0.00%	-10.8%	Q4 2016
IBMInternational Business Machines Corp	$10.8M	0.40%	0.00%	+3.9%	Q4 2016
CATCaterpillar Inc	$10.7M	0.39%	0.00%	+55.8%	Q4 2016
KOCoca Cola Co	$10.2M	0.38%	0.00%	+3.3%	Q4 2016
WFCWells Fargo & Company	$9.89M	0.36%	0.00%	-2.1%	Q4 2016
CSCOCisco Systems, Inc.	$8.62M	0.32%	0.00%	+5.0%	Q4 2016
DIASPDR Dow Jones Industrial Average ETF Trust	$8.61M	0.32%	Not reported	+2.5%	Q4 2016
UPSUnited Parcel Service Inc	$8.2M	0.30%	0.01%	+2.5%	Q4 2016
OKEOneok Inc	$7.65M	0.28%	0.02%	+2.0%	Q2 2018
SBUXStarbucks Corp	$7.64M	0.28%	0.01%	-3.0%	Q4 2016
MRKMerck & Co., Inc.	$7.62M	0.28%	0.00%	+4.9%	Q3 2018
MCDMcdonalds Corp	$7.24M	0.27%	0.00%	+0.5%	Q4 2016
PMPhilip Morris International Inc.	$7.16M	0.26%	0.00%	-0.3%	Q3 2018
BTZBlackRock Credit Allocation Income Trust	$7.09M	0.26%	Not reported	-0.7%	Q4 2016
VZVerizon Communications Inc	$7.09M	0.26%	0.00%	+12.7%	Q4 2016
PHYSSprott Physical Gold Trust	$6.94M	0.26%	0.04%	-25.0%	Q4 2016
HDHome Depot, Inc.	$6.94M	0.25%	0.00%	+10.0%	Q4 2016
LLYELI LILLY & Co	$6.85M	0.25%	0.00%	0.0%	Q4 2016
BABoeing Co	$6.7M	0.25%	0.00%	+6.0%	Q4 2016
HHHHoward Hughes Holdings Inc.	$6.68M	0.25%	0.14%	+18.6%	Q2 2025
APHAmphenol Corp	$6.49M	0.24%	0.00%	-4.8%	Q4 2016
MMM3m Co	$6.23M	0.23%	0.01%	+2.8%	Q4 2016
ETEnergy Transfer LP	$5.99M	0.22%	0.01%	+3.9%	Q3 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.98M	0.22%	0.00%	+4.7%	Q4 2016

Q3 2025Reported Oct 17, 2025671 positions
AAPLApple Inc.	$102M	3.93%	0.00%	-0.3%	Q4 2016
NVDANvidia Corp	$77.7M	2.98%	0.00%	+0.4%	Q4 2016
MSFTMicrosoft Corp	$73.2M	2.81%	0.00%	-7.9%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$70.1M	2.69%	Not reported	-1.3%	Q3 2018
SPYSPDR S&P 500 ETF Trust	$51.4M	1.97%	Not reported	-2.8%	Q4 2016
AMZNAmazon Com Inc	$46.4M	1.78%	0.00%	-7.1%	Q4 2016
BRK.BBerkshire Hathaway Inc	$29.4M	1.13%	Not reported	+3.9%	Q4 2016
GOOGLAlphabet Inc.	$24.2M	0.93%	0.00%	+0.6%	Q1 2018
JPMJPMorgan Chase & Co	$21.7M	0.83%	0.00%	-7.5%	Q1 2018
METAMeta Platforms, Inc.	$21.2M	0.81%	Not reported	-13.4%	Q4 2016
AVGOBroadcom Inc.	$21.2M	0.81%	0.00%	-23.8%	Q3 2018
MAMastercard Inc	$19.8M	0.76%	0.00%	+2.6%	Q4 2016
GOOGAlphabet Inc.	$18.2M	0.70%	Not reported	+0.6%	Q1 2018
COSTCostco Wholesale Corp	$17.3M	0.66%	0.00%	-9.9%	Q4 2016
IAUIshares Gold Trust	$15.1M	0.58%	0.03%	+2.6%	Q4 2016
TSLATesla, Inc.	$15M	0.58%	0.00%	-4.1%	Q3 2019
PLTRPalantir Technologies Inc.	$14.5M	0.56%	0.00%	+2.6%	Q1 2021
WMTWalmart Inc.	$14.4M	0.55%	0.00%	-3.0%	Q3 2018
SMHMarket Vectors ETF Trust	$14.2M	0.55%	Not reported	-12.7%	Q3 2019
VVisa Inc.	$13.3M	0.51%	0.00%	-0.2%	Q4 2016
XOMExxonMobil Holdings Corp	$12.9M	0.49%	0.00%	-4.2%	Q4 2016
BACBank of America Corp	$12.3M	0.47%	0.00%	-1.8%	Q3 2018
ABBVAbbVie Inc.	$12.3M	0.47%	0.00%	-14.1%	Q4 2016
INCMInnocom Technology Holdings, Inc.	$12.1M	0.46%	0.20%	+5.9%	Q4 2023
CVXChevron Corp	$11.4M	0.44%	0.00%	-7.9%	Q4 2016
JNJJohnson & Johnson	$11M	0.42%	0.00%	-1.3%	Q4 2016
SLViShares Silver Trust	$10.7M	0.41%	0.05%	+47.6%	Q4 2016
NFLXNetflix Inc	$10.2M	0.39%	0.00%	-29.6%	Q1 2017
IBMInternational Business Machines Corp	$9.94M	0.38%	0.00%	-12.3%	Q4 2016
KOCoca Cola Co	$9.41M	0.36%	0.00%	-8.2%	Q4 2016
WFCWells Fargo & Company	$9.08M	0.35%	0.00%	-1.9%	Q4 2016
PHYSSprott Physical Gold Trust	$8.3M	0.32%	0.07%	-9.0%	Q4 2016
DIASPDR Dow Jones Industrial Average ETF Trust	$8.11M	0.31%	Not reported	-1.0%	Q4 2016
SBUXStarbucks Corp	$7.91M	0.30%	0.01%	+3.0%	Q4 2016
OKEOneok Inc	$7.44M	0.29%	0.02%	-5.8%	Q2 2018
HDHome Depot, Inc.	$7.42M	0.28%	0.00%	+6.0%	Q4 2016
CSCOCisco Systems, Inc.	$7.29M	0.28%	0.00%	+1.5%	Q4 2016
BTZBlackRock Credit Allocation Income Trust	$7.29M	0.28%	Not reported	-0.3%	Q4 2016
PMPhilip Morris International Inc.	$7.26M	0.28%	0.00%	-4.3%	Q3 2018
MCDMcdonalds Corp	$7.17M	0.27%	0.00%	+1.8%	Q4 2016
VZVerizon Communications Inc	$6.79M	0.26%	0.00%	-11.3%	Q4 2016
UPSUnited Parcel Service Inc	$6.74M	0.26%	0.01%	+0.2%	Q4 2016
MOAltria Group, Inc.	$6.57M	0.25%	0.01%	-0.9%	Q4 2016
TAt&T Inc.	$6.49M	0.25%	0.00%	-6.8%	Q4 2016
BABoeing Co	$6.29M	0.24%	0.00%	-1.7%	Q4 2016
APHAmphenol Corp	$6.25M	0.24%	0.00%	-8.3%	Q4 2016
ETEnergy Transfer LP	$6M	0.23%	0.01%	+5.5%	Q3 2018
DISWalt Disney Co	$5.98M	0.23%	0.00%	-1.4%	Q4 2016
MMM3m Co	$5.87M	0.23%	0.01%	-2.5%	Q4 2016
HHHHoward Hughes Holdings Inc.	$5.8M	0.22%	0.12%	+125.1%	Q2 2025

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