Universe · entity
Sowell Financial Services LLC
Institutional manager (13F) · CIK 1633697
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $108M | 426,381 |
| 2 | NVIDIA CORPORATION | $70M | 402,159 |
| 3 | INVESCO QQQ TR | $70M | 120,693 |
| 4 | STATE STR SPDR S&P 500 ETF T | $58M | 88,477 |
| 5 | ISHARES TR | $57M | 87,465 |
| 6 | MICROSOFT CORP | $55M | 149,571 |
| 7 | AMAZON COM INC | $46M | 221,447 |
| 8 | TWO RDS SHARED TR | $40M | 1,079,602 |
| 9 | JANUS DETROIT STR TR | $36M | 719,766 |
| 10 | ISHARES TR | $34M | 175,920 |
| 11 | BERKSHIRE HATHAWAY INC DEL | $29M | 59,758 |
| 12 | ALPHABET INC | $28M | 98,133 |
| 13 | ADVISORS INNER CIRCLE FD III | $26M | 808,072 |
| 14 | SIMPLIFY EXCHANGE TRADED FUN | $24M | 1,198,667 |
| 15 | ISHARES TR | $24M | 241,793 |
| 16 | ISHARES TR | $22M | 243,601 |
| 17 | ALPHABET INC | $22M | 75,566 |
| 18 | JPMORGAN CHASE & CO | $20M | 67,826 |
| 19 | META PLATFORMS INC | $19M | 33,519 |
| 20 | COSTCO WHOLESALE CORPORATION | $19M | 18,872 |
| 21 | EXXON MOBIL CORP | $18M | 107,213 |
| 22 | J P MORGAN EXCHANGE TRADED F | $18M | 358,743 |
| 23 | WALMART INC | $17M | 139,802 |
| 24 | VANECK ETF TRUST | $17M | 45,037 |
| 25 | INVESCO EXCH TRADED FD TR II | $17M | 883,234 |
| 26 | MASTERCARD INCORPORATED | $17M | 33,585 |
| 27 | BROADCOM INC | $16M | 52,985 |
| 28 | VANGUARD INDEX FDS | $16M | 27,061 |
| 29 | SPDR SERIES TRUST | $16M | 208,861 |
| 30 | VANGUARD INDEX FDS | $16M | 80,306 |
| 31 | CHEVRON CORPORATION | $15M | 74,297 |
| 32 | VANGUARD INDEX FDS | $15M | 34,761 |
| 33 | JOHNSON & JOHNSON | $15M | 60,020 |
| 34 | ISHARES GOLD TR | $14M | 154,152 |
| 35 | TESLA INC | $13M | 35,906 |
| 36 | ISHARES TR | $13M | 132,415 |
| 37 | CATERPILLAR INC | $13M | 18,780 |
| 38 | INVESCO EXCHANGE TRADED FD T | $13M | 123,551 |
| 39 | VISA INC | $13M | 41,467 |
| 40 | BANK AMERICA CORP | $12M | 238,397 |
| 41 | FRANKLIN TEMPLETON ETF TR | $11M | 394,534 |
| 42 | PALANTIR TECHNOLOGIES INC | $11M | 76,683 |
| 43 | SELECT SECTOR SPDR TR | $11M | 83,582 |
| 44 | GOLDMAN SACHS ETF TR | $11M | 267,637 |
| 45 | COCA COLA CO | $11M | 144,827 |
| 46 | INVESCO EXCH TRADED FD TR II | $10M | 43,452 |
| 47 | DIMENSIONAL ETF TRUST | $10M | 227,626 |
| 48 | ISHARES SILVER TR | $10M | 147,956 |
| 49 | ISHARES TR | $10M | 23,314 |
| 50 | DIMENSIONAL ETF TRUST | $10M | 139,563 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.