Notify me when Sowell Financial Services LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,106 | $2,722,322,227 | +$233,700,633 | -$134,735,626 | +$98,965,007 | AAPL, NVDA, QQQ, MSFT, IVV | 13F-HR | 20 Jan 2026, 18:17 |
| Q3 2025 | 1,068 | $2,606,060,993 | +$175,218,860 | -$190,249,947 | -$15,031,087 | AAPL, NVDA, MSFT, QQQ, IVV | 13F-HR | 17 Oct 2025, 10:49 |
| Q2 2025 | 1,040 | $2,455,388,711 | +$200,507,592 | -$111,598,719 | +$88,908,873 | AAPL, MSFT, NVDA, QQQ, IVV | 13F-HR | 11 Jul 2025, 18:25 |
| Q1 2025 | 1,007 | $2,197,375,992 | +$463,215,539 | -$115,117,979 | +$348,097,560 | AAPL, MSFT, QQQ, IVV, SPY | 13F-HR | 17 Apr 2025, 13:35 |
| Q4 2024 | 505 | $1,901,496,743 | +$282,447,169 | -$548,562,582 | -$266,115,413 | AAPL, MSFT, NVDA, QQQ, AMZN | 13F-HR | 07 Feb 2025, 12:58 |
| Q3 2024 | 530 | $2,152,598,000 | +$164,187,965 | -$202,586,353 | -$38,398,388 | AAPL, VTI, MSFT, QQQ, IVV | 13F-HR | 04 Oct 2024, 14:12 |
| Q2 2024 | 521 | $2,094,092,000 | +$165,607,601 | -$187,194,487 | -$21,586,886 | AAPL, MSFT, VTI, NVDA, QQQ | 13F-HR | 13 Aug 2024, 12:56 |
| Q1 2024 | 544 | $2,119,995,000 | +$307,496,384 | -$156,816,654 | +$150,679,730 | AAPL, VTI, MSFT, IVV, QQQ | 13F-HR | 03 May 2024, 11:44 |
| Q4 2023 | 526 | $1,845,952,000 | +$245,517,390 | -$130,099,818 | +$115,417,572 | AAPL, IVV, QQQ, MSFT, AMZN | 13F-HR | 24 Jan 2024, 12:12 |
| Q3 2023 | 506 | $1,593,418,000 | +$191,139,809 | -$338,533,358 | -$147,393,549 | AAPL, IVV, QQQ, MSFT, AMZN | 13F-HR | 08 Nov 2023, 12:32 |
| Q2 2023 | 550 | $1,793,910,000 | +$651,534,203 | -$208,933,494 | +$442,600,709 | AAPL, IVV, WMT, QQQ, MSFT | 13F-HR | 14 Aug 2023, 15:25 |
| Q1 2023 | 759 | $1,295,544,000 | +$238,859,422 | -$557,256,352 | -$318,396,930 | AAPL, IVV, WMT, MSFT, QQQ | 13F-HR | 12 May 2023, 16:29 |
| Q4 2022 | 520 | $1,544,819,000 | +$576,860,306 | -$89,874,626 | +$486,985,680 | JPST, AAPL, IVV, WMT, MSFT | 13F-HR | 09 Feb 2023, 15:27 |
| Q3 2022 | 399 | $991,824,000 | +$442,262,065 | -$333,382,618 | +$108,879,447 | WMT, JPST, IVV, MSFT, VOO | 13F-HR | 15 Nov 2022, 09:15 |
| Q2 2022 | 277 | $924,917,000 | +$733,009,430 | -$108,123,157 | +$624,886,273 | ITOT, JPST, VBK, WMT, SPLG | 13F-HR | 15 Aug 2022, 10:28 |
| Q1 2022 | 173 | $302,434,000 | +$73,912,264 | -$1,341,408,263 | -$1,267,495,999 | JPST, XLE, AAPL, QQQ, MSFT | 13F-HR | 13 May 2022, 15:48 |
| Q4 2021 | 507 | $1,743,775,000 | +$316,766,995 | -$153,324,335 | +$163,442,660 | QQQ, AAPL, VOO, IVV, LEXI | 13F-HR | 09 Feb 2022, 14:48 |
| Q3 2021 | 473 | $1,480,759,000 | +$213,225,345 | -$215,315,314 | -$2,089,969 | VOO, AAPL, QQQ, IVV, LEXI | 13F-HR | 04 Nov 2021, 16:04 |
| Q2 2021 | 514 | $1,509,380,000 | +$65,920,652 | -$1,422,705,958 | -$1,356,785,306 | AAPL, IVV, WMT, QQQ, MSFT | 13F-HR | 05 Aug 2021, 13:54 |
| Q1 2021 | 3,080 | $2,807,556,000 | +$495,437,138 | -$186,032,001 | +$309,405,137 | VOO, AAPL, QQQ, IVV, MSFT | 13F-HR | 07 May 2021, 12:29 |
| Q4 2020 | 2,673 | $2,340,230,000 | +$282,852,431 | -$155,481,561 | +$127,370,870 | AAPL, VOO, QQQ, IVV, MSFT | 13F-HR | 13 Jan 2021, 13:04 |
| Q3 2020 | 2,495 | $2,001,319,000 | +$359,605,010 | -$241,396,446 | +$118,208,564 | AAPL, VOO, QQQ, MSFT, BND | 13F-HR | 12 Nov 2020, 10:25 |
| Q2 2020 | 2,434 | $1,819,351,000 | +$478,990,161 | -$218,370,203 | +$260,619,958 | AAPL, QQQ, MSFT, JPST, BND | 13F-HR | 13 Aug 2020, 10:44 |
| Q1 2020 | 2,393 | $1,336,752,000 | +$440,134,200 | -$163,190,593 | +$276,943,607 | JPST, AAPL, MSFT, QQQ, FTSM | 13F-HR | 12 May 2020, 12:57 |
| Q4 2019 | 2,500 | $1,312,076,000 | +$197,485,281 | -$172,544,111 | +$24,941,170 | QQQ, AAPL, IVV, JPST, MSFT | 13F-HR | 06 Feb 2020, 17:34 |
| Q3 2019 | 2,380 | $1,210,070,000 | +$437,951,775 | -$143,459,046 | +$294,492,729 | IVV, QQQ, JPST, AAPL, MSFT | 13F-HR | 14 Nov 2019, 11:35 |
| Q1 2019 | 565 | $894,221,000 | +$197,487,887 | -$77,817,069 | +$119,670,818 | JPST, IVV, QQQ, AAPL, MSFT | 13F-HR | 15 May 2019, 15:28 |
| Q4 2018 | 459 | $706,030,000 | +$376,504,588 | -$133,058,313 | +$243,446,275 | JPST, IVV, MSFT, QQQ, AAPL | 13F-HR | 05 Mar 2019, 14:22 |
| Q3 2018 | 383 | $511,110,000 | +$229,899,961 | -$198,418,292 | +$31,481,669 | JPGE, OEF, MSFT, AAPL, QQQ | 13F-HR | 13 Nov 2018, 15:31 |
| Q2 2018 | 296 | $468,994,000 | +$84,880,210 | -$33,317,482 | +$51,562,728 | IVV, MSFT, AAPL, IJR, AGG | 13F-HR | 14 Aug 2018, 15:13 |
| Q1 2018 | 273 | $399,103,000 | +$53,831,402 | -$43,162,780 | +$10,668,622 | IVV, MSFT, AAPL, AGG, IJR | 13F-HR | 10 May 2018, 12:50 |
| Q4 2017 | 261 | $408,973,000 | +$50,659,898 | -$49,466,813 | +$1,193,085 | IVV, MSFT, AAPL, AGG, BA | 13F-HR | 29 Jan 2018, 11:31 |
| Q3 2017 | 257 | $372,584,000 | +$47,610,255 | -$25,998,314 | +$21,611,941 | IVV, MSFT, AAPL, IJR, AGG | 13F-HR | 07 Nov 2017, 15:18 |
| Q2 2017 | 254 | $343,486,000 | +$48,995,037 | -$42,874,175 | +$6,120,862 | IVV, MSFT, AAPL, IJR, HYG | 13F-HR | 14 Aug 2017, 16:08 |
| Q1 2017 | 252 | $336,243,000 | +$87,822,871 | -$39,589,604 | +$48,233,267 | IVV, MSFT, AAPL, HYG, IJR | 13F-HR | 31 May 2017, 09:33 |
| Q4 2016 | 640 | $271,183,000 | $0 | $0 | $0 | MSFT, AAPL, SPAB, T, HYG | 13F-HR | 27 Feb 2017, 15:40 |