Sowell Financial Services LLC Q1 2024 Filing
Filed May 3, 2024
Portfolio Value
$2.1T
Holdings
544
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (544 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $66.6M |
VTIVANGUARD INDEX FDS | $63.5M |
MSFTMICROSOFT CORP | $62.8M |
IVVISHARES TR | $60.9M |
NDQINVESCO QQQ TR | $59.8M |
NVDANVIDIA CORPORATION | $45.8M |
AMZNAMAZON COM INC | $44.6M |
SPYSPDR S&P 500 ETF TR | $38.3M |
DFACDIMENSIONAL ETF TRUST | $36.2M |
QUALISHARES TR | $31.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $27.5M |
WLDRTWO RDS SHARED TR | $23.9M |
VXUSVANGUARD STAR FDS | $23.4M |
IWFISHARES TR | $23.0M |
PHYS/USPROTT PHYSICAL GOLD TR | $22.3M |
DFUSDIMENSIONAL ETF TRUST | $18.3M |
GBILGOLDMAN SACHS ETF TR | $17.6M |
VUGVANGUARD INDEX FDS | $16.9M |
DFAXDIMENSIONAL ETF TRUST | $16.7M |
JPMJPMORGAN CHASE & CO | $16.7M |
GOOGLALPHABET INC | $15.9M |
ITOTISHARES TR | $15.3M |
METAMETA PLATFORMS INC | $15.1M |
XMHQINVESCO EXCHANGE TRADED FD T | $15.0M |
XOMEXXON MOBIL CORP | $14.8M |
AGGISHARES TR | $14.1M |
AVGOBROADCOM INC | $13.4M |
TLTISHARES TR | $13.4M |
VCSHVANGUARD SCOTTSDALE FDS | $13.3M |
VTVVANGUARD INDEX FDS | $13.0M |
PGHYINVESCO EXCH TRADED FD TR II | $13.0M |
LLYELI LILLY & CO | $12.8M |
GOOGALPHABET INC | $12.8M |
VOOVANGUARD INDEX FDS | $12.4M |
IXUSISHARES TR | $12.2M |
AQLTISHARES TR | $12.2M |
CVXCHEVRON CORP NEW | $11.9M |
DFAUDIMENSIONAL ETF TRUST | $11.6M |
BONDPIMCO ETF TR | $11.0M |
ABBVABBVIE INC | $10.8M |
USMVISHARES TR | $10.4M |
IUSBISHARES TR | $10.4M |
COSTCOSTCO WHSL CORP NEW | $10.3M |
BACBANK AMERICA CORP | $10.3M |
XLKSELECT SECTOR SPDR TR | $10.3M |
XLESELECT SECTOR SPDR TR | $9.6M |
SPLVINVESCO EXCH TRADED FD TR II | $9.5M |
IJRISHARES TR | $9.3M |
SCHDSCHWAB STRATEGIC TR | $9.2M |
JEPIJ P MORGAN EXCHANGE TRADED F | $9.1M |
JNJJOHNSON & JOHNSON | $9.1M |
QCOMQUALCOMM INC | $8.9M |
MRKMERCK & CO INC | $8.8M |
JPSTJ P MORGAN EXCHANGE TRADED F | $8.8M |
SGOVISHARES TR | $8.8M |
VVISA INC | $8.8M |
KOCOCA COLA CO | $8.7M |
BACVERIZON COMMUNICATIONS INC | $8.4M |
DFCFDIMENSIONAL ETF TRUST | $8.3M |
UPSUNITED PARCEL SERVICE INC | $8.2M |
NVONOVO-NORDISK A S | $8.2M |
DISDISNEY WALT CO | $8.2M |
NFLXNETFLIX INC | $8.1M |
MAMASTERCARD INCORPORATED | $8.0M |
SBUXSTARBUCKS CORP | $8.0M |
WMTWALMART INC | $8.0M |
IAU*ISHARES GOLD TR | $8.0M |
WFCWELLS FARGO CO NEW | $7.9M |
VOVANGUARD INDEX FDS | $7.7M |
QEFASPDR INDEX SHS FDS | $7.5M |
IWMISHARES TR | $7.4M |
INCMFRANKLIN TEMPLETON ETF TR | $7.2M |
MINTPIMCO ETF TR | $7.2M |
BTZBLACKROCK CR ALLOCATION INCO | $7.1M |
ETENERGY TRANSFER L P | $7.0M |
SPYMSPDR SER TR | $6.9M |
MCDMCDONALDS CORP | $6.6M |
VCITVANGUARD SCOTTSDALE FDS | $6.5M |
UNHUNITEDHEALTH GROUP INC | $6.4M |
CRMSALESFORCE INC | $6.3M |
BABOEING CO | $6.3M |
OKEONEOK INC NEW | $6.3M |
SMHVANECK ETF TRUST | $6.3M |
ONEQFIDELITY COMWLTH TR | $6.2M |
AMDADVANCED MICRO DEVICES INC | $6.2M |
TSLATESLA INC | $6.2M |
IBMINTERNATIONAL BUSINESS MACHS | $6.1M |
VIGVANGUARD SPECIALIZED FUNDS | $6.0M |
DONSPDR DOW JONES INDL AVERAGE | $6.0M |
IEMGISHARES INC | $6.0M |
HDHOME DEPOT INC | $6.0M |
IWPISHARES TR | $5.9M |
FTSMFIRST TR EXCHANGE-TRADED FD | $5.8M |
MOALTRIA GROUP INC | $5.8M |
IWDISHARES TR | $5.7M |
GQ9SPDR GOLD TR | $5.7M |
FBNDFIDELITY MERRIMACK STR TR | $5.5M |
IJHISHARES TR | $5.4M |
PEPPEPSICO INC | $5.4M |
ESGSUSDCOLUMBIA ETF TR I | $5.3M |
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