Sowell Financial Services LLC Top Holdings and 13F Report (2025) About Sowell Financial Services LLCInvestment ActivitySowell Financial Services LLC has $2.20 billion in total holdings as of March 31, 2025.Sowell Financial Services LLC owns shares of 1,007 different stocks, but just 256 companies or ETFs make up 80% of its holdings.Approximately 21.08% of the portfolio was purchased this quarter.About 5.24% of the portfolio was sold this quarter.This quarter, Sowell Financial Services LLC has purchased 505 new stocks and bought additional shares in 287 stocks.Sowell Financial Services LLC sold shares of 166 stocks and completely divested from 34 stocks this quarter.Largest Holdings Apple $88,794,914Microsoft $57,657,556Invesco QQQ $55,204,176iShares Core S&P 500 ETF $49,093,858SPDR S&P 500 ETF Trust $42,800,391 Largest New Holdings this Quarter 00775Y728 - Rayliant Quantitative Developed Market Equity ETF $19,173,231 Holding47103U753 - Janus Henderson B-BBB CLO ETF $8,001,064 Holding464287481 - iShares Russell Mid-Cap Growth ETF $7,930,459 Holding81752T528 - Panagram BBB-B CLO ETF $7,836,141 Holding532457108 - Eli Lilly and Company $5,605,188 Holding Largest Purchases this Quarter Rayliant Quantitative Developed Market Equity ETF 590,507 shares (about $19.17M)Janus Henderson B-BBB CLO ETF 164,394 shares (about $8.00M)iShares Russell Mid-Cap Growth ETF 67,499 shares (about $7.93M)Panagram BBB-B CLO ETF 294,924 shares (about $7.84M)SPDR Portfolio S&P 500 ETF 111,614 shares (about $7.34M) Largest Sales this Quarter iShares Russell 1000 Growth ETF 38,767 shares (about $14.00M)SPDR MSCI EAFE StrategicFactors ETF 100,791 shares (about $7.96M)Invesco S&P 500 Equal Weight ETF 41,120 shares (about $7.12M)NVIDIA 63,586 shares (about $6.89M)iShares Russell Mid-Cap Value ETF 43,593 shares (about $5.49M) 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$88,794,914$499,126 ▲0.6%399,7434.0%Computer and TechnologyMSFTMicrosoft$57,657,556$960,246 ▼-1.6%153,5942.6%Computer and TechnologyQQQInvesco QQQ$55,204,176$1,027,406 ▲1.9%117,7262.5%FinanceIVViShares Core S&P 500 ETF$49,093,858$4,839,654 ▲10.9%87,3712.2%ETFSPYSPDR S&P 500 ETF Trust$42,800,391$3,710,975 ▲9.5%76,5131.9%FinanceNVDANVIDIA$42,324,571$6,891,453 ▼-14.0%390,5201.9%Computer and TechnologyAMZNAmazon.com$41,604,598$375,764 ▼-0.9%218,6721.9%Retail/WholesaleJAAAJanus Henderson AAA CLO ETF$29,806,121$3,416,840 ▲12.9%587,7761.4%ETFBRK.BBerkshire Hathaway$29,650,559$265,227 ▼-0.9%55,6731.3%FinanceQUALiShares MSCI USA Quality Factor ETF$28,371,549$439,017 ▲1.6%166,0221.3%ETFWLDRAffinity World Leaders Equity ETF$24,895,205$2,756,312 ▲12.5%860,9551.1%ETFPIMCO ETF TR$24,338,361$3,115,682 ▲14.7%263,2031.1%ACTIVE BD ETFAGGiShares Core U.S. Aggregate Bond ETF$20,547,952$2,543,529 ▲14.1%207,7230.9%FinanceCOSTCostco Wholesale$19,746,324$257,256 ▼-1.3%20,8780.9%Retail/WholesaleRAYDRayliant Quantitative Developed Market Equity ETF$19,173,231$19,173,231 ▲New Holding590,5070.9%ETFJPMJPMorgan Chase & Co.$18,069,496$326,739 ▲1.8%73,6630.8%FinanceMAMastercard$18,016,493$814,497 ▼-4.3%32,8700.8%Business ServicesPGHYInvesco Global Short Term High Yield Bond ETF$16,901,741$2,030,678 ▲13.7%852,7620.8%ETFIEFAiShares Core MSCI EAFE ETF$16,270,617$435,516 ▲2.8%215,0780.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$15,527,245$1,618,271 ▲11.6%154,2390.7%ETFGOOGLAlphabet$15,192,130$1,437,068 ▲10.4%98,2420.7%Computer and TechnologyXOMExxon Mobil$14,781,163$13,558 ▼-0.1%124,2850.7%EnergySPLVInvesco S&P 500 Low Volatility ETF$14,548,343$3,847,030 ▲35.9%194,7050.7%ETFMETAMeta Platforms$14,398,204$1,819,588 ▲14.5%24,9810.7%Computer and TechnologyVVisa$13,767,496$854,774 ▼-5.8%39,2840.6%Business ServicesABBVAbbVie$13,315,264$1,043,205 ▲8.5%63,5510.6%MedicalAVGOBroadcom$13,161,815$308,740 ▲2.4%78,6110.6%Computer and TechnologyIAUiShares Gold Trust$12,934,438$29,539 ▲0.2%219,3770.6%FinanceVTVVanguard Value ETF$12,678,644$153,739 ▲1.2%73,3970.6%ETFWMTWalmart$12,672,473$502,070 ▼-3.8%144,3500.6%Retail/WholesaleCVXChevron$12,570,500$885,633 ▼-6.6%75,1420.6%EnergySPLGSPDR Portfolio S&P 500 ETF$12,274,380$7,339,744 ▲148.7%186,6540.6%ETFVUGVanguard Growth ETF$11,808,474$1,705,042 ▼-12.6%31,8440.5%ETFSMHVanEck Semiconductor ETF$11,263,216$801,253 ▲7.7%53,2620.5%ManufacturingKOCoca-Cola$11,128,829$897,686 ▲8.8%155,3870.5%Consumer StaplesINCMFranklin Income Focus ETF$10,675,948$1,125,598 ▲11.8%400,8990.5%ETFXMHQInvesco S&P MidCap Quality ETF$10,668,106$613,343 ▼-5.4%116,5530.5%ETFVOOVanguard S&P 500 ETF$10,647,488$1,348,473 ▲14.5%20,7190.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$10,395,244$381,384 ▲3.8%110,9890.5%ETFBACBank of America$10,212,712$94,978 ▼-0.9%244,7330.5%FinanceIBMInternational Business Machines$10,091,944$2,202,896 ▲27.9%40,5850.5%Computer and TechnologyGOOGAlphabet$9,860,979$686,010 ▼-6.5%63,1180.4%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$9,849,555$179,798 ▼-1.8%105,3990.4%ETFIWFiShares Russell 1000 Growth ETF$9,828,445$13,998,285 ▼-58.8%27,2190.4%ETFJNJJohnson & Johnson$9,763,041$135,160 ▲1.4%58,8700.4%MedicalNFLXNetflix$9,760,435$934,361 ▼-8.7%10,4670.4%Consumer DiscretionaryOKEONEOK$9,116,420$81,559 ▲0.9%91,8810.4%EnergyIWMiShares Russell 2000 ETF$8,805,250$283,275 ▼-3.1%44,1390.4%FinanceSBUXStarbucks$8,739,420$277,889 ▼-3.1%89,0960.4%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$8,630,372$589,495 ▼-6.4%41,7980.4%ETFTSLATesla$8,453,713$824,639 ▲10.8%32,6200.4%Auto/Tires/TrucksDFUSDimensional U.S. Equity ETF$8,296,302$62,597 ▲0.8%137,1740.4%ETFUPSUnited Parcel Service$8,169,042$840,541 ▲11.5%74,2710.4%TransportationCOLUMBIA ETF TR I$8,039,938$1,234,787 ▲18.1%175,6980.4%US EQUITY INCOMEJBBBJanus Henderson B-BBB CLO ETF$8,001,064$8,001,064 ▲New Holding164,3940.4%ETFWFCWells Fargo & Company$7,982,252$54,273 ▼-0.7%111,1890.4%FinanceIWPiShares Russell Mid-Cap Growth ETF$7,930,459$7,930,459 ▲New Holding67,4990.4%ETFCLOZPanagram BBB-B CLO ETF$7,836,141$7,836,141 ▲New Holding294,9240.4%ETFPMPhilip Morris International$7,799,266$563,655 ▲7.8%49,1350.4%Consumer StaplesMCDMcDonald's$7,522,679$71,219 ▲1.0%24,0830.3%Retail/WholesaleVOVanguard Mid-Cap ETF$7,488,463$1,408,985 ▲23.2%28,9550.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$7,358,970$157,878 ▼-2.1%17,5260.3%FinanceBTZBlackRock Credit Allocation Income Trust$7,088,393$11,888 ▲0.2%661,2310.3%Financial ServicesIEMGiShares Core MSCI Emerging Markets ETF$7,049,598$4,857 ▲0.1%130,6210.3%ETFTAT&T$6,902,507$353,670 ▼-4.9%244,0770.3%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$6,796,734$469,304 ▲7.4%83,1300.3%ETFBNDVanguard Total Bond Market ETF$6,710,471$570,413 ▼-7.8%91,3610.3%ETFMRKMerck & Co., Inc.$6,478,399$696,624 ▲12.0%72,1750.3%MedicalXLFFinancial Select Sector SPDR Fund$6,466,634$731,809 ▲12.8%129,8260.3%ETFJPSTJPMorgan Ultra-Short Income ETF$6,279,297$176,902 ▲2.9%124,0230.3%ETFETEnergy Transfer$6,211,193$241,465 ▼-3.7%334,1150.3%EnergyIJRiShares Core S&P Small-Cap ETF$6,148,347$120,779 ▲2.0%58,7960.3%ETFGLDSPDR Gold Shares$6,021,295$1,638,085 ▼-21.4%20,8970.3%FinanceUNHUnitedHealth Group$6,012,627$234,115 ▲4.1%11,4800.3%MedicalCSCOCisco Systems$6,000,093$51,898 ▼-0.9%97,2300.3%Computer and TechnologyMOAltria Group$5,998,377$104,795 ▲1.8%99,9400.3%Consumer StaplesJEPIJPMorgan Equity Premium Income ETF$5,970,903$43,769 ▲0.7%104,4960.3%ETFIWDiShares Russell 1000 Value ETF$5,946,526$1,363,012 ▼-18.6%31,6040.3%ETFTMUST-Mobile US$5,888,261$1,498,137 ▲34.1%22,0770.3%Computer and TechnologyMMM3M$5,877,647$60,800 ▼-1.0%40,0220.3%Multi-Sector ConglomeratesVZVerizon Communications$5,767,566$51,710 ▼-0.9%127,1510.3%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$5,762,867$520,056 ▲9.9%80,0730.3%SHSQCOMQUALCOMM$5,739,318$529,953 ▲10.2%37,3630.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$5,661,959$400,587 ▼-6.6%29,1870.3%ETFDISWalt Disney$5,636,292$328,179 ▲6.2%57,1050.3%Consumer DiscretionaryLLYEli Lilly and Company$5,605,188$5,605,188 ▲New Holding6,7870.3%MedicalDFAUDimensional US Core Equity Market ETF$5,373,164$113,205 ▲2.2%139,7810.2%ETFVTIVanguard Total Stock Market ETF$5,338,555$209,705 ▼-3.8%19,4240.2%ETFDFACDimensional U.S. Core Equity 2 ETF$5,320,498$45,328 ▲0.9%161,2760.2%ETFPGProcter & Gamble$5,318,826$403,556 ▲8.2%31,2100.2%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$5,250,175$157,543 ▲3.1%35,9580.2%ETFFTLSFirst Trust Long/Short Equity ETF$5,241,448$1,095,517 ▲26.4%81,7950.2%ETFPALANTIR TECHNOLOGIES INC$5,240,397$521,592 ▲11.1%62,0900.2%CL AQQQMInvesco NASDAQ 100 ETF$5,234,728$888,089 ▼-14.5%27,1200.2%ETFDFCFDimensional Core Fixed Income ETF$5,156,450$27,381 ▼-0.5%122,5970.2%ETFHDHome Depot$5,063,577$109,584 ▲2.2%13,8160.2%Retail/WholesaleBABoeing$5,044,635$198,859 ▲4.1%29,5790.2%AerospaceIJSiShares S&P Small-Cap 600 Value ETF$4,980,872$146,318 ▲3.0%51,0960.2%ETFPEPPepsiCo$4,938,301$137,496 ▲2.9%32,9350.2%Consumer StaplesICSHiShares Ultra Short-Term Bond Active ETF$4,930,454$281,485 ▼-5.4%97,2480.2%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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