Sowell Financial Services LLC Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$2.2T
Holdings
1,007
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,007 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 399,743 | $88.8B | 4.04% | |
| 2 | MSFTMICROSOFT CORP | 153,594 | $57.7B | 2.62% | |
| 3 | NDQINVESCO QQQ TR | 117,726 | $55.2B | 2.51% | |
| 4 | IVVISHARES TR | 87,371 | $49.1B | 2.23% | |
| 5 | SPYSPDR S&P 500 ETF TR | 76,513 | $42.8B | 1.95% | |
| 6 | NVDANVIDIA CORPORATION | 390,520 | $42.3B | 1.93% | |
| 7 | AMZNAMAZON COM INC | 218,672 | $41.6B | 1.89% | |
| 8 | JAAAJANUS DETROIT STR TR | 587,776 | $29.8B | 1.36% | |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 55,673 | $29.7B | 1.35% | |
| 10 | QUALISHARES TR | 166,022 | $28.4B | 1.29% | |
| 11 | WLDRTWO RDS SHARED TR | 860,955 | $24.9B | 1.13% | |
| 12 | BONDPIMCO ETF TR | 263,203 | $24.3B | 1.11% | |
| 13 | AGGISHARES TR | 207,723 | $20.5B | 0.94% | |
| 14 | COSTCOSTCO WHSL CORP NEW | 20,878 | $19.7B | 0.90% | |
| 15 | RWLCADVISORS INNER CIRCLE FD III | 590,507 | $19.2B | 0.87% | |
| 16 | JPMJPMORGAN CHASE & CO. | 73,663 | $18.1B | 0.82% | |
| 17 | MAMASTERCARD INCORPORATED | 32,870 | $18.0B | 0.82% | |
| 18 | PGHYINVESCO EXCH TRADED FD TR II | 852,762 | $16.9B | 0.77% | |
| 19 | AQLTISHARES TR | 215,078 | $16.3B | 0.74% | |
| 20 | SGOVISHARES TR | 154,239 | $15.5B | 0.71% | |
| 21 | GOOGLALPHABET INC | 98,242 | $15.2B | 0.69% | |
| 22 | XOMEXXON MOBIL CORP | 124,285 | $14.8B | 0.67% | |
| 23 | SPLVINVESCO EXCH TRADED FD TR II | 194,705 | $14.5B | 0.66% | |
| 24 | METAMETA PLATFORMS INC | 24,981 | $14.4B | 0.66% | |
| 25 | VVISA INC | 39,284 | $13.8B | 0.63% | |
| 26 | ABBVABBVIE INC | 63,551 | $13.3B | 0.61% | |
| 27 | AVGOBROADCOM INC | 78,611 | $13.2B | 0.60% | |
| 28 | IAU*ISHARES GOLD TR | 219,377 | $12.9B | 0.59% | |
| 29 | VTVVANGUARD INDEX FDS | 73,397 | $12.7B | 0.58% | |
| 30 | WMTWALMART INC | 144,350 | $12.7B | 0.58% | |
| 31 | CVXCHEVRON CORP NEW | 75,142 | $12.6B | 0.57% | |
| 32 | SPYMSPDR SER TR | 186,654 | $12.3B | 0.56% | |
| 33 | VUGVANGUARD INDEX FDS | 31,844 | $11.8B | 0.54% | |
| 34 | SMHVANECK ETF TRUST | 53,262 | $11.3B | 0.51% | |
| 35 | KOCOCA COLA CO | 155,387 | $11.1B | 0.51% | |
| 36 | INCMFRANKLIN TEMPLETON ETF TR | 400,899 | $10.7B | 0.49% | |
| 37 | XMHQINVESCO EXCHANGE TRADED FD T | 116,553 | $10.7B | 0.49% | |
| 38 | VOOVANGUARD INDEX FDS | 20,719 | $10.6B | 0.48% | |
| 39 | USMVISHARES TR | 110,989 | $10.4B | 0.47% | |
| 40 | BACBANK AMERICA CORP | 244,733 | $10.2B | 0.46% | |
| 41 | IBMINTERNATIONAL BUSINESS MACHS | 40,585 | $10.1B | 0.46% | |
| 42 | GOOGALPHABET INC | 63,118 | $9.9B | 0.45% | |
| 43 | XLESELECT SECTOR SPDR TR | 105,399 | $9.8B | 0.45% | |
| 44 | IWFISHARES TR | 27,219 | $9.8B | 0.45% | |
| 45 | JNJJOHNSON & JOHNSON | 58,870 | $9.8B | 0.44% | |
| 46 | NFLXNETFLIX INC | 10,467 | $9.8B | 0.44% | |
| 47 | OKEONEOK INC NEW | 91,881 | $9.1B | 0.41% | |
| 48 | IWMISHARES TR | 44,139 | $8.8B | 0.40% | |
| 49 | SBUXSTARBUCKS CORP | 89,096 | $8.7B | 0.40% | |
| 50 | XLKSELECT SECTOR SPDR TR | 41,798 | $8.6B | 0.39% | |
| 51 | TSLATESLA INC | 32,620 | $8.5B | 0.38% | |
| 52 | DFUSDIMENSIONAL ETF TRUST | 137,174 | $8.3B | 0.38% | |
| 53 | UPSUNITED PARCEL SERVICE INC | 74,271 | $8.2B | 0.37% | |
| 54 | EQINCOLUMBIA ETF TR I | 175,698 | $8.0B | 0.37% | |
| 55 | JBBBJANUS DETROIT STR TR | 164,394 | $8.0B | 0.36% | |
| 56 | WFCWELLS FARGO CO NEW | 111,189 | $8.0B | 0.36% | |
| 57 | IWPISHARES TR | 67,499 | $7.9B | 0.36% | |
| 58 | CLOZSERIES PORTFOLIOS TR | 294,924 | $7.8B | 0.36% | |
| 59 | 4I1PHILIP MORRIS INTL INC | 49,135 | $7.8B | 0.35% | |
| 60 | MCDMCDONALDS CORP | 24,083 | $7.5B | 0.34% | |
| 61 | VOVANGUARD INDEX FDS | 28,955 | $7.5B | 0.34% | |
| 62 | DONSPDR DOW JONES INDL AVERAGE | 17,526 | $7.4B | 0.33% | |
| 63 | BTZBLACKROCK CR ALLOCATION INCO | 661,231 | $7.1B | 0.32% | |
| 64 | IEMGISHARES INC | 130,621 | $7.0B | 0.32% | |
| 65 | TAT&T INC | 244,077 | $6.9B | 0.31% | |
| 66 | VCITVANGUARD SCOTTSDALE FDS | 83,130 | $6.8B | 0.31% | |
| 67 | BNDVANGUARD BD INDEX FDS | 91,361 | $6.7B | 0.31% | |
| 68 | MRKMERCK & CO INC | 72,175 | $6.5B | 0.29% | |
| 69 | XLFSELECT SECTOR SPDR TR | 129,826 | $6.5B | 0.29% | |
| 70 | JPSTJ P MORGAN EXCHANGE TRADED F | 124,023 | $6.3B | 0.29% | |
| 71 | ETENERGY TRANSFER L P | 334,115 | $6.2B | 0.28% | |
| 72 | IJRISHARES TR | 58,796 | $6.1B | 0.28% | |
| 73 | GQ9SPDR GOLD TR | 20,897 | $6.0B | 0.27% | |
| 74 | UNHUNITEDHEALTH GROUP INC | 11,480 | $6.0B | 0.27% | |
| 75 | CSCOCISCO SYS INC | 97,230 | $6.0B | 0.27% | |
| 76 | MOALTRIA GROUP INC | 99,940 | $6.0B | 0.27% | |
| 77 | JEPIJ P MORGAN EXCHANGE TRADED F | 104,496 | $6.0B | 0.27% | |
| 78 | IWDISHARES TR | 31,604 | $5.9B | 0.27% | |
| 79 | TMUST-MOBILE US INC | 22,077 | $5.9B | 0.27% | |
| 80 | MMM3M CO | 40,022 | $5.9B | 0.27% | |
| 81 | BACVERIZON COMMUNICATIONS INC | 127,151 | $5.8B | 0.26% | |
| 82 | FBTCFIDELITY WISE ORIGIN BITCOIN | 80,073 | $5.8B | 0.26% | |
| 83 | QCOMQUALCOMM INC | 37,363 | $5.7B | 0.26% | |
| 84 | VIGVANGUARD SPECIALIZED FUNDS | 29,187 | $5.7B | 0.26% | |
| 85 | DISDISNEY WALT CO | 57,105 | $5.6B | 0.26% | |
| 86 | LLYELI LILLY & CO | 6,787 | $5.6B | 0.26% | |
| 87 | DFAUDIMENSIONAL ETF TRUST | 139,781 | $5.4B | 0.24% | |
| 88 | VTIVANGUARD INDEX FDS | 19,424 | $5.3B | 0.24% | |
| 89 | DFACDIMENSIONAL ETF TRUST | 161,276 | $5.3B | 0.24% | |
| 90 | PGPROCTER AND GAMBLE CO | 31,210 | $5.3B | 0.24% | |
| 91 | XLVSELECT SECTOR SPDR TR | 35,958 | $5.3B | 0.24% | |
| 92 | FTLSFIRST TR EXCH TRADED FD III | 81,795 | $5.2B | 0.24% | |
| 93 | PLTRPALANTIR TECHNOLOGIES INC | 62,090 | $5.2B | 0.24% | |
| 94 | QQQMINVESCO EXCH TRADED FD TR II | 27,120 | $5.2B | 0.24% | |
| 95 | DFCFDIMENSIONAL ETF TRUST | 122,597 | $5.2B | 0.23% | |
| 96 | HDHOME DEPOT INC | 13,816 | $5.1B | 0.23% | |
| 97 | BABOEING CO | 29,579 | $5.0B | 0.23% | |
| 98 | IJSISHARES TR | 51,096 | $5.0B | 0.23% | |
| 99 | PEPPEPSICO INC | 32,935 | $4.9B | 0.22% | |
| 100 | ICSHISHARES TR | 97,248 | $4.9B | 0.22% |
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