Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sowell Financial Services LLC (CIK 1633697) reported $2.70B across 1,115 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($108.2M, 4.00%), NVDA ($70.1M, 2.59%), QQQ ($69.7M, 2.58%), SPY ($57.5M, 2.13%), IVV ($57.1M, 2.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $108.2M | 4.00% | 426,381 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $70.1M | 2.59% | 402,159 | Added |
| 3 | QQQ | INVESCO QQQ TR | $69.7M | 2.58% | 120,693 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $57.5M | 2.13% | 88,477 | Added |
| 5 | IVV | ISHARES TR | $57.1M | 2.11% | 87,465 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $55.4M | 2.05% | 149,571 | Added |
| 7 | AMZN | AMAZON COM INC | $46.1M | 1.71% | 221,447 | Added |
| 8 | WLDR | TWO RDS SHARED TR | $40.2M | 1.48% | 1.1M | Added |
| 9 | JAAA | JANUS DETROIT STR TR | $36.3M | 1.34% | 719,766 | Added |
| 10 | QUAL | ISHARES TR | $33.7M | 1.25% | 175,920 | Added |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.6M | 1.06% | 59,758 | Added |
| 12 | GOOGL | ALPHABET INC | $28.2M | 1.04% | 98,133 | Trimmed |
| 13 | RAYD | ADVISORS INNER CIRCLE FD III | $25.7M | 0.95% | 808,072 | Added |
| 14 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $24.4M | 0.90% | 1.2M | New |
| 15 | AGG | ISHARES TR | $24.0M | 0.89% | 241,793 | Added |
| 16 | IEFA | ISHARES TR | $22.1M | 0.82% | 243,601 | Added |
| 17 | GOOG | ALPHABET INC | $21.7M | 0.80% | 75,566 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $20.0M | 0.74% | 67,826 | Trimmed |
| 19 | META | META PLATFORMS INC | $19.2M | 0.71% | 33,519 | Added |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $18.8M | 0.70% | 18,872 | Added |
| 21 | JPST | J P MORGAN EXCHANGE TRADED F | $18.2M | 0.67% | 358,743 | Added |
| 22 | XOM | EXXON MOBIL CORP | $18.2M | 0.67% | 107,213 | Trimmed |
| 23 | WMT | WALMART INC | $17.4M | 0.64% | 139,802 | Added |
| 24 | SMH | VANECK ETF TRUST | $17.3M | 0.64% | 45,037 | Added |
| 25 | PGHY | INVESCO EXCH TRADED FD TR II | $17.1M | 0.63% | 883,234 | Added |
Source: SEC Form 13F filings · as of 2026-03-31