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CIK: 0001633697
Total reported value
$3.1B
$3.1B
1068 檔
12.4%
In Q3 2025, Sowell Financial Services LLC's U.S. equity holdings reached a combined market value of $3.1B, distributed across 1068 disclosed stock positions.
In Q3 2025, Sowell Financial Services LLC displayed an active expansion posture, initiating 9 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1068 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.93% | -0.02% | -0.29% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.98% | +0.11% | +0.43% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.81% | -0.20% | -7.88% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.69% | +0.36% | -1.27% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | -0.16% | -2.35% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.97% | -0.02% | -2.76% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | +0.03% | -7.11% | |
| 8 | WLDR | Simpl Affi Wor Le Equ Etf-ui | ETF-Other | 1.37% | +0.33% | +4.81% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.29% | -0.31% | +3.69% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.24% | +0.02% | +0.49% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.06% | +3.86% | |
| 12 | RWLC | Rayln Nxtgn Mu US Eq Etf-usd | ETF-Other | 1.00% | +0.16% | +6.88% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.13% | +0.59% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.92% | — | +0.27% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | +0.01% | -7.53% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.03% | -13.37% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.02% | -23.79% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.79% | -0.09% | +0.38% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.78% | -0.04% | +3.60% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.07% | +2.60% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.06% | +0.55% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.69% | -0.21% | +10.69% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.67% | -0.03% | +4.12% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.12% | -9.94% | |
| 25 | PGHY | Invesco Global Ex US High Yi | ETF-Other | 0.64% | -0.06% | +0.38% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 0.58% | -0.28% | +2.60% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | -0.04% | -4.08% | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.56% | -0.11% | +2.64% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.14% | -2.96% | |
| 30 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.55% | +0.46% | -12.65% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.03% | +2.36% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | +0.17% | +0.78% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.02% | -0.16% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.06% | -1.97% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | +0.07% | +3.14% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.67% | EXIT | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | -0.01% | -1.77% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | — | -14.07% | |
| 39 | INCM | Franklin Income Focus ETF | ETF-Other | 0.46% | -0.02% | +5.86% | |
| 40 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.46% | -0.01% | +1.78% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.45% | +0.11% | -1.67% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.17% | -7.94% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | -0.06% | -1.28% | |
| 44 | SLV | Ishares Silver Trust | ETF-Commodities | 0.41% | -0.23% | +47.63% | |
| 45 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.41% | +0.03% | +0.41% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | -0.08% | -29.58% | |
| 47 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.39% | — | +2.99% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.39% | -0.05% | -5.33% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | +0.02% | -12.28% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.37% | +0.01% | +16.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +0.43% | Add |
| 2 | GSLC | Goldman Activebeta US Lc ETF | +0.3% | +0.41% | Add |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | +1.33% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.3% | +2.64% | Add |
| 5 | FDL | First Trust Morn Dvd Lead In | +0.3% | +3430.94% | Add |
| 6 | SLV | Ishares Silver Trust | +0.3% | +47.63% | Add |
| 7 | PHYS | Sprott Physical Gold Trust | +0.3% | -9.03% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | +0.55% | Add |
| 9 | WLDR | Simpl Affi Wor Le Equ Etf-ui | +0.2% | +4.81% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.59% | Add |
| 11 | VB | Vanguard Small-cap ETF | +0.2% | +313.31% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | -23.79% | Trim |
| 13 | TSLA | Tesla Inc | +0.2% | -4.08% | Add |
| 14 | MSFT | Microsoft CORP | +0.2% | -7.88% | Trim |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -1.27% | Trim |
| 16 | META | Meta Platforms Inc-class A | +0.2% | -13.37% | Add |
| 17 | VUG | Vanguard Growth ETF | +0.2% | +10.69% | Add |
| 18 | RWLC | Rayln Nxtgn Mu US Eq Etf-usd | +0.1% | +6.88% | Add |
| 19 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +24.40% | Add |
| 20 | HACK | Amplify Cybersecurity ETF | +0.1% | +67.07% | Add |
| 21 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | +399.46% | Add |
| 22 | DFAU | Dimensional US Core Equity M | +0.1% | +21.00% | Add |
| 23 | IWF | Ishares Russell 1000 Growth | +0.1% | +3.14% | Add |
| 24 | XLK | Ss Technology Select Sector | +0.1% | -1.67% | Add |
| 25 | IEFA | Ishares Core Msci Eafe ETF | 0% | +3.60% | Add |
| 26 | SMH | Vaneck Semiconductor ETF | 0% | -12.65% | Trim |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.76% | Add |
| 28 | JPM | Jpmorgan Chase & Co | 0% | -7.53% | Trim |
| 29 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +0.49% | Trim |
| 30 | IVV | Ishares Core S&p 500 ETF | -0.1% | -2.35% | Trim |
| 31 | JAAA | Janus Henderson Aaa Clo ETF | -0.1% | +3.69% | Add |
| 32 | AAPL | Apple Inc | -0.1% | -0.29% | Add |
| 33 | AMZN | Amazon.com Inc | -0.1% | -7.11% | Trim |
| 34 | GLD | Spdr Gold Shares | -0.2% | -43.67% | Trim |
| 35 | FTLS | First Trust Long/short Eqty | -0.2% | -72.36% | Trim |
| 36 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.2% | -15.28% | Trim |
| 37 | TMUS | T-mobile US Inc | -0.2% | -65.22% | Trim |
| 38 | JBBB | Janus Henderson B-bbb Clo Et | -0.2% | +4.42% | Trim |
| 39 | CLOZ | Eldridge Bbb-b Clo ETF | -0.2% | +1.57% | Trim |
| 40 | XLE | Ss Energy Select Sector | -0.3% | -45.10% | Trim |
| 41 | SPLV | Invesco S&p 500 Low Volatili | -0.5% | -57.74% | Trim |
| 42 | HHH | Howard Hughes Holdings Inc | — | NEW | New buy |
| 43 | CLSE | Convergence Long/short Eqy | — | NEW | New buy |
| 44 | NLR | Vaneck Urani & Nuclr Etf-usd | — | NEW | New buy |
| 45 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | New buy |
| 46 | IDMO | Invesco S&p International De | — | NEW | New buy |
| 47 | KBE | Ss Spdr S&p Bank ETF | — | NEW | New buy |
| 48 | GMUB | Gs Municipal Income ETF | — | NEW | New buy |
| 49 | IMCB | Ishares Morningstar Mid-cap | — | NEW | New buy |
| 50 | TPLC | Timothy Pln US Lrg/mid Cap | — | NEW | New buy |
According to official SEC Form 13F filings, Sowell Financial Services LLC reported a total U.S. public equity portfolio value of $3.1B across 1068 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 12.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
HHH
市值: $5.8M
Top Position Liquidated / Trimmed
MSFT
前期市值: $57.7M
During Q3 2025, Sowell Financial Services LLC's top holdings by market value included AAPL (3.9%)、NVDA (3.0%)、MSFT (2.8%). The largest single position, AAPL, represented 3.9% of total portfolio value.
In Q3 2025, Sowell Financial Services LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 25 positions, trimming 16 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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