Sowell Financial Services LLC - Portfolio overview

Sowell Financial Services LLC has 1233 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 3.85%
2. NVDA - NVIDIA CORPORATION, 2.50%
3. QQQ - INVESCO QQQ TR, 2.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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