Sowell Financial Services LLC Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$2.2B
Holdings
1,007
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,007 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $88.8M |
MSFTMICROSOFT CORP | $57.7M |
NDQINVESCO QQQ TR | $55.2M |
IVVISHARES TR | $49.1M |
SPYSPDR S&P 500 ETF TR | $42.8M |
NVDANVIDIA CORPORATION | $42.3M |
AMZNAMAZON COM INC | $41.6M |
JAAAJANUS DETROIT STR TR | $29.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $29.7M |
QUALISHARES TR | $28.4M |
WLDRTWO RDS SHARED TR | $24.9M |
BONDPIMCO ETF TR | $24.3M |
AGGISHARES TR | $20.5M |
COSTCOSTCO WHSL CORP NEW | $19.7M |
RWLCADVISORS INNER CIRCLE FD III | $19.2M |
JPMJPMORGAN CHASE & CO. | $18.1M |
MAMASTERCARD INCORPORATED | $18.0M |
PGHYINVESCO EXCH TRADED FD TR II | $16.9M |
AQLTISHARES TR | $16.3M |
SGOVISHARES TR | $15.5M |
GOOGLALPHABET INC | $15.2M |
XOMEXXON MOBIL CORP | $14.8M |
SPLVINVESCO EXCH TRADED FD TR II | $14.5M |
METAMETA PLATFORMS INC | $14.4M |
VVISA INC | $13.8M |
ABBVABBVIE INC | $13.3M |
AVGOBROADCOM INC | $13.2M |
IAU*ISHARES GOLD TR | $12.9M |
VTVVANGUARD INDEX FDS | $12.7M |
WMTWALMART INC | $12.7M |
CVXCHEVRON CORP NEW | $12.6M |
SPYMSPDR SER TR | $12.3M |
VUGVANGUARD INDEX FDS | $11.8M |
SMHVANECK ETF TRUST | $11.3M |
KOCOCA COLA CO | $11.1M |
INCMFRANKLIN TEMPLETON ETF TR | $10.7M |
XMHQINVESCO EXCHANGE TRADED FD T | $10.7M |
VOOVANGUARD INDEX FDS | $10.6M |
USMVISHARES TR | $10.4M |
BACBANK AMERICA CORP | $10.2M |
IBMINTERNATIONAL BUSINESS MACHS | $10.1M |
GOOGALPHABET INC | $9.9M |
XLESELECT SECTOR SPDR TR | $9.8M |
IWFISHARES TR | $9.8M |
JNJJOHNSON & JOHNSON | $9.8M |
NFLXNETFLIX INC | $9.8M |
OKEONEOK INC NEW | $9.1M |
IWMISHARES TR | $8.8M |
SBUXSTARBUCKS CORP | $8.7M |
XLKSELECT SECTOR SPDR TR | $8.6M |
TSLATESLA INC | $8.5M |
DFUSDIMENSIONAL ETF TRUST | $8.3M |
UPSUNITED PARCEL SERVICE INC | $8.2M |
EQINCOLUMBIA ETF TR I | $8.0M |
JBBBJANUS DETROIT STR TR | $8.0M |
WFCWELLS FARGO CO NEW | $8.0M |
IWPISHARES TR | $7.9M |
CLOZSERIES PORTFOLIOS TR | $7.8M |
4I1PHILIP MORRIS INTL INC | $7.8M |
MCDMCDONALDS CORP | $7.5M |
VOVANGUARD INDEX FDS | $7.5M |
DONSPDR DOW JONES INDL AVERAGE | $7.4M |
BTZBLACKROCK CR ALLOCATION INCO | $7.1M |
IEMGISHARES INC | $7.0M |
TAT&T INC | $6.9M |
VCITVANGUARD SCOTTSDALE FDS | $6.8M |
BNDVANGUARD BD INDEX FDS | $6.7M |
MRKMERCK & CO INC | $6.5M |
XLFSELECT SECTOR SPDR TR | $6.5M |
JPSTJ P MORGAN EXCHANGE TRADED F | $6.3M |
ETENERGY TRANSFER L P | $6.2M |
IJRISHARES TR | $6.1M |
GQ9SPDR GOLD TR | $6.0M |
UNHUNITEDHEALTH GROUP INC | $6.0M |
CSCOCISCO SYS INC | $6.0M |
MOALTRIA GROUP INC | $6.0M |
JEPIJ P MORGAN EXCHANGE TRADED F | $6.0M |
IWDISHARES TR | $5.9M |
TMUST-MOBILE US INC | $5.9M |
MMM3M CO | $5.9M |
BACVERIZON COMMUNICATIONS INC | $5.8M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $5.8M |
QCOMQUALCOMM INC | $5.7M |
VIGVANGUARD SPECIALIZED FUNDS | $5.7M |
DISDISNEY WALT CO | $5.6M |
LLYELI LILLY & CO | $5.6M |
DFAUDIMENSIONAL ETF TRUST | $5.4M |
VTIVANGUARD INDEX FDS | $5.3M |
DFACDIMENSIONAL ETF TRUST | $5.3M |
PGPROCTER AND GAMBLE CO | $5.3M |
XLVSELECT SECTOR SPDR TR | $5.3M |
FTLSFIRST TR EXCH TRADED FD III | $5.2M |
PLTRPALANTIR TECHNOLOGIES INC | $5.2M |
QQQMINVESCO EXCH TRADED FD TR II | $5.2M |
DFCFDIMENSIONAL ETF TRUST | $5.2M |
HDHOME DEPOT INC | $5.1M |
BABOEING CO | $5.0M |
IJSISHARES TR | $5.0M |
PEPPEPSICO INC | $4.9M |
ICSHISHARES TR | $4.9M |
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