Sowell Financial Services LLC
•CIK: 1633697•Filing: Q4 2025
Sowell Financial Services LLC manages $2.7B across a diverse portfolio of 1,106 positions. The fund exhibits significant concentration in mega-cap technology and index exposure, notably holding AAPL at $116.3M and NVDA at $74.7M. Further top holdings include NDQ ($72.8M), MSFT ($70.0M), and IVV ($63.5M), indicating a strong allocation to established growth and market beta plays. This structure suggests a core mandate focused on large-cap technology leaders and broad market index tracking.
Total AUM
$2.7B
QoQ Performance
+4.5%
Positions
746
Top 10 Concentration
30.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.3%
NVDA2.7%
NDQ2.7%
MSFT2.6%
IVV2.3%
SPY2.1%
AMZN1.8%
WLDR1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.7%
Technology19.0%
ETF6.7%
Consumer6.4%
Financial6.3%
Healthcare2.7%
Industrial1.8%
Consumer Staples1.4%
🚪 Exited Positionssold since Q3 2025
+868 more exited positions
Changes from Q3 2025
NEW5 new positions
↑136 increased
↓58 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023