Sowell Financial Services LLC Top Holdings and 13F Report (2026) About Sowell Financial Services LLCInvestment ActivitySowell Financial Services LLC has $2.70 billion in total holdings as of March 31, 2026.Sowell Financial Services LLC owns shares of 1,123 different stocks, but just 268 companies or ETFs make up 80% of its holdings.Approximately 7.36% of the portfolio was purchased this quarter.About 6.31% of the portfolio was sold this quarter.This quarter, Sowell Financial Services LLC has purchased 1,106 new stocks and bought additional shares in 549 stocks.Sowell Financial Services LLC sold shares of 432 stocks and completely divested from 77 stocks this quarter.Largest Holdings Apple $108,211,142NVIDIA $70,136,544Invesco QQQ $69,661,448SPDR S&P 500 ETF Trust $57,540,064iShares Core S&P 500 ETF $57,132,759 Largest New Holdings this Quarter 82889N723 - Simplify Aggregate Bond ETF $24,392,865 Holding33739H101 - First Trust Global Tactical Commodity Strategy Fund $3,818,521 Holding33740F235 - FIRST TR EXCHNG TRADED FD VI $2,927,811 Holding97717X552 - WisdomTree Europe Hedged SmallCap Equity Fund $2,141,633 Holding38150K103 - Goldman Sachs Physical Gold ETF $1,767,784 Holding Largest Purchases this Quarter Simplify Aggregate Bond ETF 1,198,667 shares (about $24.39M)iShares Russell Mid-Cap Value ETF 42,440 shares (about $6.19M)Air Products and Chemicals 18,122 shares (about $5.26M)Fidelity Low Duration Bond Factor ETF 90,698 shares (about $4.54M)First Trust Global Tactical Commodity Strategy Fund 133,003 shares (about $3.82M) Largest Sales this Quarter PIMCO ETF TR 260,072 shares (about $24.00M)iShares Russell Mid-Cap Growth ETF 58,335 shares (about $7.47M)iShares U.S. Equity Factor Rotation Active ETF 123,787 shares (about $7.20M)SPROTT ASSET MANAGEMENT LP 178,825 shares (about $6.34M)iShares Silver Trust 88,398 shares (about $6.02M) 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$108,211,142$320,790 â–¼-0.3%426,3814.0%Computer and TechnologyNVDANVIDIA$70,136,544$255,322 â–²0.4%402,1592.6%Computer and TechnologyQQQInvesco QQQ$69,661,448$1,280,760 â–²1.9%120,6932.6%FinanceSPYSPDR S&P 500 ETF Trust$57,540,064$2,813,368 â–²5.1%88,4772.1%FinanceIVViShares Core S&P 500 ETF$57,132,759$3,397,983 â–¼-5.6%87,4652.1%ETFMSFTMicrosoft$55,366,654$1,787,920 â–²3.3%149,5712.0%Computer and TechnologyAMZNAmazon.com$46,120,765$1,820,905 â–²4.1%221,4471.7%Retail/WholesaleWLDRAffinity World Leaders Equity ETF$40,150,389$690,841 â–²1.8%1,079,6021.5%ETFJAAAJanus Henderson AAA CLO ETF$36,254,635$1,180,321 â–²3.4%719,7661.3%ETFQUALiShares MSCI USA Quality Factor ETF$33,743,299$680,735 â–²2.1%175,9201.2%ETFBRK.BBerkshire Hathaway$28,635,870$605,705 â–²2.2%59,7581.1%FinanceGOOGLAlphabet$28,219,006$160,170 â–¼-0.6%98,1331.0%Computer and TechnologyRAYDRayliant Quantitative Developed Market Equity ETF$25,749,217$1,607,111 â–²6.7%808,0721.0%ETFAGGHSimplify Aggregate Bond ETF$24,392,865$24,392,865 â–²New Holding1,198,6670.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$24,002,819$1,198,786 â–²5.3%241,7930.9%FinanceIEFAiShares Core MSCI EAFE ETF$22,053,239$436,536 â–²2.0%243,6010.8%ETFGOOGAlphabet$21,676,924$403,613 â–²1.9%75,5660.8%Computer and TechnologyJPMJPMorgan Chase & Co.$19,951,677$310,044 â–¼-1.5%67,8260.7%FinanceMETAMeta Platforms$19,177,124$2,442,982 â–²14.6%33,5190.7%Computer and TechnologyCOSTCostco Wholesale$18,804,264$774,211 â–²4.3%18,8720.7%Retail/WholesaleXOMExxonMobil$18,189,764$1,094,647 â–¼-5.7%107,2130.7%EnergyJPSTJPMorgan Ultra-Short Income ETF$18,155,965$930,970 â–²5.4%358,7430.7%ETFWALMART INC$17,374,597$157,960 â–²0.9%139,8020.6%COMSMHVanEck Semiconductor ETF$17,267,030$1,790,462 â–²11.6%45,0370.6%ManufacturingPGHYInvesco Global ex-US High Yield Corporate Bond ETF$17,143,567$448,953 â–²2.7%883,2340.6%ETFMAMastercard$16,780,885$554,116 â–¼-3.2%33,5850.6%Business ServicesAVGOBroadcom$16,399,481$416,912 â–¼-2.5%52,9850.6%Computer and TechnologyVOOVanguard S&P 500 ETF$16,170,561$2,403,385 â–²17.5%27,0610.6%ETFSPLGSPDR Portfolio S&P 500 ETF$15,986,204$1,842,545 â–²13.0%208,8610.6%ETFVTVVanguard Value ETF$15,755,983$1,302,764 â–²9.0%80,3060.6%ETFCVXChevron$15,372,085$345,524 â–¼-2.2%74,2970.6%EnergyVUGVanguard Growth ETF$15,183,386$636,845 â–¼-4.0%34,7610.6%ETFJNJJohnson & Johnson$14,671,312$5,867 â–²0.0%60,0200.5%MedicalIAUiShares Gold Trust$13,590,009$4,445,987 â–¼-24.7%154,1520.5%FinanceTSLATesla$13,347,992$174,722 â–²1.3%35,9060.5%Auto/Tires/TrucksSGOViShares 0-3 Month Treasury Bond ETF$13,328,934$2,145,977 â–¼-13.9%132,4150.5%ETFCATCaterpillar$13,304,989$114,063 â–²0.9%18,7800.5%IndustrialsXMHQInvesco S&P MidCap Quality ETF$12,771,507$465,890 â–²3.8%123,5510.5%ETFVVisa$12,533,120$865,927 â–²7.4%41,4670.5%Business ServicesBACBank of America$11,621,869$57,233 â–²0.5%238,3970.4%FinanceINCMFranklin Income Focus ETF$11,342,839$1,123,865 â–¼-9.0%394,5340.4%ETFPALANTIR TECHNOLOGIES INC$11,217,125$612,325 â–²5.8%76,6830.4%CL AXLKTechnology Select Sector SPDR Fund$11,108,054$75,487 â–¼-0.7%83,5820.4%ETFGCORGoldman Sachs Access U.S. Aggregate Bond ETF$11,058,763$1,875,185 â–²20.4%267,6370.4%ETFKOCocaCola$11,014,098$135,825 â–¼-1.2%144,8270.4%Consumer StaplesQQQMInvesco NASDAQ 100 ETF$10,325,170$631,363 â–²6.5%43,4520.4%ETFDFAUDimensional US Core Equity Market ETF$10,270,478$656,992 â–²6.8%227,6260.4%ETFSLViShares Silver Trust$10,081,740$6,023,451 â–¼-37.4%147,9560.4%ETFIWFiShares Russell 1000 Growth ETF$9,941,073$2,878,195 â–¼-22.5%23,3140.4%ETFDFUSDimensional U.S. Equity ETF$9,896,446$68,499 â–¼-0.7%139,5630.4%ETFABBVAbbVie$9,746,278$576,560 â–¼-5.6%44,8130.4%MedicalOKEONEOK$9,685,010$278,943 â–²3.0%107,1470.4%EnergyUSMViShares MSCI USA Min Vol Factor ETF$9,604,083$207,738 â–¼-2.1%103,5590.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$9,602,411$296,368 â–¼-3.0%137,6690.4%ETFCOLUMBIA ETF TR I$9,317,732$335,980 â–²3.7%189,5830.3%US EQUITY INCOMECSCOCisco Systems$9,231,510$547,553 â–²6.3%118,9780.3%Computer and TechnologyIBMInternational Business Machines$9,074,348$206,031 â–²2.3%37,4370.3%Computer and TechnologyMRKMerck & Co., Inc.$8,967,468$262,953 â–²3.0%74,5490.3%MedicalVOVanguard Mid-Cap ETF$8,565,894$129,517 â–²1.5%29,8280.3%ETFVZVerizon Communications$8,383,662$351,350 â–¼-4.0%167,0050.3%Computer and TechnologyIWMiShares Russell 2000 ETF$8,220,825$289,668 â–¼-3.4%33,1480.3%FinanceWFCWells Fargo & Company$8,218,500$229,276 â–¼-2.7%103,2350.3%FinanceUBERUber Technologies$7,967,936$2,726,015 â–²52.0%110,7730.3%Computer and TechnologySBUXStarbucks$7,870,729$255,868 â–¼-3.1%87,8530.3%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$7,807,836$490,971 â–¼-5.9%16,8570.3%FinanceGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$7,667,392$2,327,684 â–¼-23.3%61,2750.3%ETFUPSUnited Parcel Service$7,640,519$492,197 â–¼-6.1%77,6630.3%TransportationVTIVanguard Total Stock Market ETF$7,602,808$1,044,869 â–²15.9%23,6990.3%ETFBNDVanguard Total Bond Market ETF$7,564,110$175,632 â–²2.4%102,7170.3%ETFMCDMcDonald's$7,519,889$157,882 â–²2.1%24,1960.3%Retail/WholesaleFLDRFidelity Low Duration Bond Factor ETF$7,435,596$4,539,446 â–²156.7%148,5630.3%ETFIWSiShares Russell Mid-Cap Value ETF$7,362,258$6,185,253 â–²525.5%50,5160.3%ETFPMPhilip Morris International$7,321,393$55,885 â–¼-0.8%44,2810.3%Consumer StaplesETEnergy Transfer$7,232,531$225,887 â–²3.2%374,7430.3%EnergyVCITVanguard Intermediate-Term Corporate Bond ETF$7,212,090$871,856 â–¼-10.8%87,1550.3%ETFBTZBlackRock Credit Allocation Income Trust$7,194,239$583,366 â–²8.8%712,3010.3%Financial ServicesVIGVanguard Dividend Appreciation ETF$7,084,053$178,714 â–¼-2.5%32,9400.3%ETFIWDiShares Russell 1000 Value ETF$6,964,588$638,234 â–¼-8.4%32,5950.3%ETFTSMTaiwan Semiconductor Manufacturing$6,782,178$129,432 â–²1.9%20,0690.3%Computer and TechnologyBSCTInvesco BulletShares 2029 Corporate Bond ETF$6,748,204$492,262 â–²7.9%361,6320.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$6,704,378$18,123 â–²0.3%56,6010.2%ETFMSMorgan Stanley$6,659,692$1,591,566 â–²31.4%40,4670.2%FinanceNLRVanEck Uranium and Nuclear ETF$6,631,930$317,125 â–¼-4.6%49,7930.2%ETFEFAiShares MSCI EAFE ETF$6,537,873$363,167 â–¼-5.3%67,3110.2%FinanceHDHome Depot$6,536,658$92,418 â–¼-1.4%19,8750.2%Retail/WholesaleAPDAir Products and Chemicals$6,535,298$5,264,376 â–²414.2%22,4970.2%Basic MaterialsNFLXNetflix$6,506,045$485,170 â–²8.1%67,6660.2%Consumer DiscretionaryPEPPepsiCo$6,498,442$109,169 â–²1.7%41,8470.2%Consumer StaplesCLSEConvergence Long/Short Equity ETF$6,492,526$128,262 â–²2.0%230,7220.2%ETFTLTiShares 20+ Year Treasury Bond ETF$6,478,302$178,840 â–¼-2.7%74,7300.2%ETFMOAltria Group$6,470,925$128,417 â–¼-1.9%98,0590.2%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$6,439,752$143,205 â–²2.3%51,8040.2%ETFHOWARD HUGHES HOLDINGS INC$6,423,673$1,128,305 â–²21.3%101,5440.2%COMDFCFDimensional Core Fixed Income ETF$6,370,908$157,649 â–²2.5%150,8980.2%ETFLLYEli Lilly and Company$6,342,742$483,800 â–²8.3%6,8960.2%MedicalBABoeing$6,320,158$174,548 â–²2.8%31,7550.2%AerospaceDFACDimensional U.S. Core Equity 2 ETF$6,110,284$12,746 â–²0.2%157,2380.2%ETFVONGVanguard Russell 1000 Growth ETF$5,979,250$278,944 â–²4.9%54,5100.2%ETFICSHiShares Ultra Short-Term Bond Active ETF$5,882,706$421,412 â–¼-6.7%116,2130.2%ETFAPHAmphenol$5,875,911$195,337 â–¼-3.2%46,5050.2%Computer and TechnologyShowing largest 100 holdings. 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