Sowell Financial Services LLC Top Holdings and 13F Report (2025) About Sowell Financial Services LLCInvestment ActivitySowell Financial Services LLC has $2.46 billion in total holdings as of June 30, 2025.Sowell Financial Services LLC owns shares of 1,040 different stocks, but just 256 companies or ETFs make up 80% of its holdings.Approximately 8.17% of the portfolio was purchased this quarter.About 4.55% of the portfolio was sold this quarter.This quarter, Sowell Financial Services LLC has purchased 1,007 new stocks and bought additional shares in 454 stocks.Sowell Financial Services LLC sold shares of 433 stocks and completely divested from 68 stocks this quarter.Largest Holdings Apple $82,813,711Microsoft $76,294,876NVIDIA $65,482,337Invesco QQQ $65,275,424iShares Core S&P 500 ETF $53,517,240 Largest New Holdings this Quarter 316092352 - Fidelity Blue Chip Growth ETF $7,613,825 Holding922040845 - VANGUARD INSTL INDEX FD $4,077,353 Holding78464A797 - SPDR S&P Bank ETF $3,345,600 Holding464288208 - iShares Morningstar Mid-Cap ETF $3,069,985 Holding92189F601 - VanEck Uranium and Nuclear ETF $2,501,321 Holding Largest Purchases this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 67,529 shares (about $8.20M)iShares U.S. Equity Factor Rotation Active ETF 144,680 shares (about $7.88M)Fidelity Blue Chip Growth ETF 157,832 shares (about $7.61M)SPROTT PHYSICAL GOLD TR 256,961 shares (about $6.51M)Meta Platforms 8,346 shares (about $6.16M) Largest Sales this Quarter FT Vest Laddered Buffer ETF 131,200 shares (about $4.17M)Eldridge BBB-B CLO ETF 144,993 shares (about $3.88M)Janus Henderson B-BBB CLO ETF 80,394 shares (about $3.88M)Invesco S&P 500 Low Volatility ETF 51,348 shares (about $3.74M)UnitedHealth Group 5,661 shares (about $1.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSowell Financial Services LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$82,813,711$798,521 ▲1.0%403,6353.4%Computer and TechnologyMSFTMicrosoft$76,294,876$104,456 ▼-0.1%153,3843.1%Computer and TechnologyNVDANVIDIA$65,482,337$3,784,022 ▲6.1%414,4712.7%Computer and TechnologyQQQInvesco QQQ$65,275,424$333,190 ▲0.5%118,3302.7%FinanceIVViShares Core S&P 500 ETF$53,517,240$731,420 ▼-1.3%86,1932.2%ETFAMZNAmazon.com$49,939,474$1,965,074 ▲4.1%227,6292.0%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$49,057,507$1,783,741 ▲3.8%79,4002.0%FinanceJAAAJanus Henderson AAA CLO ETF$32,506,439$2,676,809 ▲9.0%640,5211.3%ETFWLDRAffinity World Leaders Equity ETF$30,507,812$1,858,946 ▲6.5%916,8201.2%ETFQUALiShares MSCI USA Quality Factor ETF$30,121,008$231,084 ▼-0.8%164,7581.2%ETFBRK.BBerkshire Hathaway$27,371,620$327,408 ▲1.2%56,3471.1%FinanceMETAMeta Platforms$24,598,645$6,160,179 ▲33.4%33,3271.0%Computer and TechnologyPIMCO ETF TR$23,549,334$712,736 ▼-2.9%255,4711.0%ACTIVE BD ETFAVGOBroadcom$23,192,071$1,522,965 ▲7.0%84,1360.9%Computer and TechnologyRAYDRayliant Quantitative Developed Market Equity ETF$23,085,565$1,876,207 ▲8.8%642,7440.9%ETFJPMJPMorgan Chase & Co.$21,536,587$180,904 ▲0.8%74,2870.9%FinanceCOSTCostco Wholesale$20,543,494$124,734 ▼-0.6%20,7520.8%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$20,286,156$319,919 ▼-1.6%204,4980.8%FinanceMAMastercard$19,055,081$583,864 ▲3.2%33,9090.8%Business ServicesIEFAiShares Core MSCI EAFE ETF$18,788,615$833,883 ▲4.6%225,0670.8%ETFGOOGLAlphabet$17,471,339$158,079 ▲0.9%99,1390.7%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$16,754,041$1,223,688 ▲7.9%166,3920.7%ETFPGHYInvesco Global ex-US High Yield Corporate Bond ETF$16,437,642$506,745 ▼-3.0%827,2590.7%ETFNFLXNetflix$16,099,972$2,083,636 ▲14.9%12,0230.7%Consumer DiscretionaryVUGVanguard Growth ETF$14,770,312$809,735 ▲5.8%33,6910.6%ETFWMTWalmart$14,045,248$69,326 ▼-0.5%143,6410.6%Retail/WholesaleSMHVanEck Semiconductor ETF$13,933,228$920,590 ▼-6.2%49,9610.6%ManufacturingVVisa$13,858,035$89,828 ▼-0.6%39,0310.6%Business ServicesGOOGAlphabet$13,198,385$2,001,852 ▲17.9%74,4030.5%Computer and TechnologyXOMExxon Mobil$12,864,299$533,609 ▼-4.0%119,3350.5%EnergyVTVVanguard Value ETF$12,734,838$237,362 ▼-1.8%72,0540.5%ETFSPLGSPDR Portfolio S&P 500 ETF$12,699,984$867,920 ▼-6.4%174,7140.5%ETFIAUiShares Gold Trust$12,582,907$1,097,409 ▼-8.0%201,7790.5%FinanceVOOVanguard S&P 500 ETF$12,521,572$752,635 ▲6.4%22,0440.5%ETFIBMInternational Business Machines$11,840,042$123,512 ▼-1.0%40,1660.5%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$11,608,287$51,798 ▲0.4%27,3410.5%ETFBACBank of America$11,523,522$57,257 ▼-0.5%243,5230.5%FinanceABBVAbbVie$11,497,503$298,849 ▼-2.5%61,9410.5%MedicalCVXChevron$11,412,041$652,513 ▲6.1%79,6990.5%EnergyTSLATesla$11,202,360$840,217 ▲8.1%35,2650.5%Auto/Tires/TrucksINCMFranklin Income Focus ETF$11,145,771$301,445 ▲2.8%412,0430.5%ETFXMHQInvesco S&P MidCap Quality ETF$11,040,826$409,367 ▼-3.6%112,3860.4%ETFKOCocaCola$10,931,314$62,331 ▼-0.6%154,5060.4%Consumer StaplesXLKTechnology Select Sector SPDR Fund$10,798,371$213,977 ▲2.0%42,6430.4%ETFPALANTIR TECHNOLOGIES INC$10,554,735$2,090,608 ▲24.7%77,4260.4%CL AUSMViShares MSCI USA Min Vol Factor ETF$10,514,266$95,747 ▲0.9%112,0090.4%ETFSPLVInvesco S&P 500 Low Volatility ETF$10,439,257$3,739,161 ▼-26.4%143,3570.4%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$9,966,967$8,196,645 ▲463.0%82,1140.4%ETFIWMiShares Russell 2000 ETF$9,482,104$42,727 ▼-0.4%43,9410.4%FinanceJNJJohnson & Johnson$9,199,635$207,281 ▲2.3%60,2270.4%MedicalDFUSDimensional U.S. Equity ETF$9,109,004$84,378 ▼-0.9%135,9150.4%ETFXLEEnergy Select Sector SPDR Fund$8,926,096$12,806 ▼-0.1%105,2480.4%ETFWFCWells Fargo & Company$8,852,671$55,763 ▼-0.6%110,4930.4%FinanceOKEONEOK$8,837,755$1,337,508 ▲17.8%108,2660.4%EnergyDYNFiShares U.S. Equity Factor Rotation Active ETF$8,791,065$7,879,293 ▲864.2%161,4220.4%ETFPMPhilip Morris International$8,515,898$433,107 ▼-4.8%46,7570.3%Consumer StaplesSBUXStarbucks$8,314,099$150,272 ▲1.8%90,7360.3%Retail/WholesaleIWPiShares Russell Mid-Cap Growth ETF$8,135,435$1,225,384 ▼-13.1%58,6630.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$8,130,580$289,405 ▲3.7%135,4420.3%ETFUPSUnited Parcel Service$8,126,564$629,663 ▲8.4%80,5090.3%TransportationVOVanguard Mid-Cap ETF$7,976,063$126,484 ▼-1.6%28,5030.3%ETFSPROTT PHYSICAL GOLD TR$7,810,036$6,513,966 ▲502.6%308,0880.3%UNITDIASPDR Dow Jones Industrial Average ETF Trust$7,782,982$60,367 ▲0.8%17,6630.3%FinanceCOLUMBIA ETF TR I$7,747,047$166,377 ▼-2.1%172,0040.3%US EQUITY INCOMEFBCGFidelity Blue Chip Growth ETF$7,613,825$7,613,825 ▲New Holding157,8320.3%ETFVZVerizon Communications$7,534,675$2,032,863 ▲36.9%174,1320.3%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$7,532,466$6,391 ▲0.1%80,1410.3%SHSCSCOCisco Systems$7,288,707$542,898 ▲8.0%105,0550.3%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$7,241,037$347,931 ▲5.0%87,3260.3%ETFBTZBlackRock Credit Allocation Income Trust$7,224,030$3,385 ▲0.0%661,5410.3%Financial ServicesFTLSFirst Trust Long/Short Equity ETF$7,161,373$1,739,987 ▲32.1%108,0470.3%ETFTAT&T$7,134,857$71,279 ▲1.0%246,5400.3%Computer and TechnologyMCDMcDonald's$6,767,864$268,506 ▼-3.8%23,1640.3%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$6,744,980$585,928 ▲9.5%29,7000.3%ETFTLTiShares 20+ Year Treasury Bond ETF$6,570,103$2,068,044 ▲45.9%74,4490.3%ETFDISWalt Disney$6,569,254$512,281 ▼-7.2%52,9740.3%Consumer DiscretionarySPOTSpotify Technology$6,548,513$118,171 ▲1.8%8,5340.3%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$6,520,991$235,510 ▲3.7%128,6700.3%ETFDFAUDimensional US Core Equity Market ETF$6,429,480$508,362 ▲8.6%151,7820.3%ETFXLFFinancial Select Sector SPDR Fund$6,336,563$462,427 ▼-6.8%120,9960.3%ETFHDHome Depot$6,335,930$1,270,412 ▲25.1%17,2810.3%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$6,239,229$265,460 ▲4.4%30,4840.3%ETFIWDiShares Russell 1000 Value ETF$6,226,339$87,985 ▲1.4%32,0570.3%ETFBABoeing$6,209,996$12,362 ▲0.2%29,6380.3%AerospaceBNDVanguard Total Bond Market ETF$6,207,912$519,019 ▼-7.7%84,3120.3%ETFMRKMerck & Co., Inc.$6,164,873$451,527 ▲7.9%77,8790.3%MedicalBSXBoston Scientific$6,052,773$1,543,590 ▲34.2%56,3520.2%MedicalVTIVanguard Total Stock Market ETF$6,035,418$131,905 ▲2.2%19,8580.2%ETFETEnergy Transfer$6,006,291$51,217 ▼-0.8%331,2900.2%EnergyJEPIJPMorgan Equity Premium Income ETF$5,951,517$10,915 ▲0.2%104,6880.2%ETFICSHiShares Ultra Short-Term Bond Active ETF$5,920,471$989,044 ▲20.1%116,7520.2%ETFMMM3M$5,911,462$181,470 ▼-3.0%38,8300.2%Multi-Sector ConglomeratesMOAltria Group$5,882,001$22,514 ▲0.4%100,3240.2%Consumer StaplesDFACDimensional U.S. Core Equity 2 ETF$5,708,454$71,680 ▼-1.2%159,2760.2%ETFSLViShares Silver Trust$5,634,407$2,786,428 ▲97.8%171,7280.2%ETFIJRiShares Core S&P Small-Cap ETF$5,579,645$846,116 ▼-13.2%51,0540.2%ETFQCOMQUALCOMM$5,511,193$439,239 ▼-7.4%34,6050.2%Computer and TechnologyAPHAmphenol$5,437,981$11,455 ▼-0.2%55,0680.2%Computer and TechnologyUBERUber Technologies$5,304,676$64,377 ▲1.2%56,8560.2%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$5,301,051$217,486 ▲4.3%53,2820.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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