account_balance
Investment manager · 13F filer · SEC CIK 1633697
Sowell Financial Services LLC
Reported value$3.06Bas of Jun 30, 2026
Positions1,162 122 new, 83 sold out
Top 10 weight21.5%AAPL alone is 4%
FiledJul 2020 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
4.0%
QQQInvesco QQQ Tr
2.9%
NVDANvidia Corporation
2.7%Added +3%
SPYState STR SPDR S&P 500 ETF T
2.1%Trimmed −2%
IVViShares Tr
1.9%Trimmed −9%
MSFTMicrosoft Corp
1.9%
WLDRTwo RDS Shared Tr
1.8%Added +10%
AMZNAmazon Com Inc
1.7%
QUALiShares Tr
1.3%
GOOGLAlphabet Inc
1.2%
RWLCAdvisors Inner Circle Fd III
1.1%Added +13%
SMHVaneck ETF Trust
1.1%Added +14%
AAPLApple Inc
4.0%
QQQInvesco QQQ Tr
2.9%
NVDANvidia Corporation
2.7%Added +3%
SPYState STR SPDR S&P 500 ETF T
2.1%Trimmed −2%
IVViShares Tr
1.9%Trimmed −9%
MSFT1.9%WLDR1.8%AMZN1.7%QUAL1.3%GOOGL1.2%RWLC1.1%SMH1.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 4.0% HeldQQQ Invesco QQQ Tr 2.9% HeldNVDA Nvidia Corporation 2.7% Added +3%SPY State STR SPDR S&P 500 ETF T 2.1% Trimmed −2%IVV iShares Tr 1.9% Trimmed −9%MSFT Microsoft Corp 1.9% HeldWLDR Two RDS Shared Tr 1.8% Added +10%AMZN Amazon Com Inc 1.7% HeldQUAL iShares Tr 1.3% HeldGOOGL Alphabet Inc 1.2% HeldRWLC Advisors Inner Circle Fd III 1.1% Added +13%SMH Vaneck ETF Trust 1.1% Added +14%
What changed