Sowell Financial Services LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 4, 2024
Value $
$2.15B
Signature - Title
Ryan Tite - Compliance Officer
Location
North Little Rock, AR
Summary
This page shows a list of all the recent 13F filings made by Sowell Financial Services LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sowell Financial Services LLC reported 530 stock holdings with total value $2.15B as of Q3 2024. Top holdings included AAPL, VTI, MSFT, QQQ, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 530 $2.15B +$164M -$203M -$38.4M AAPL, VTI, MSFT, QQQ, IVV 13F-HR 10/4/2024, 02:12 PM
Q2 2024 521 $2.09B +$166M -$187M -$21.6M AAPL, MSFT, VTI, NVDA, QQQ 13F-HR 8/13/2024, 12:56 PM
Q1 2024 544 $2.12B +$307M -$157M +$151M AAPL, VTI, MSFT, IVV, QQQ 13F-HR 5/3/2024, 11:44 AM
Q4 2023 526 $1.85B +$246M -$130M +$115M AAPL, IVV, QQQ, MSFT, AMZN 13F-HR 1/24/2024, 12:12 PM
Q3 2023 506 $1.59B +$191M -$339M -$147M AAPL, IVV, QQQ, MSFT, AMZN 13F-HR 11/8/2023, 12:32 PM
Q2 2023 550 $1.79B +$652M -$209M +$443M AAPL, IVV, WMT, QQQ, MSFT 13F-HR 8/14/2023, 03:25 PM
Q1 2023 759 $1.3B +$239M -$557M -$318M AAPL, IVV, WMT, MSFT, QQQ 13F-HR 5/12/2023, 04:29 PM
Q4 2022 520 $1.54B +$577M -$89.9M +$487M JPST, AAPL, IVV, WMT, MSFT 13F-HR 2/9/2023, 03:27 PM
Q3 2022 399 $992M +$442M -$333M +$109M WMT, JPST, IVV, MSFT, VOO 13F-HR 11/15/2022, 09:15 AM
Q2 2022 277 $925M +$733M -$108M +$625M ITOT, JPST, VBK, WMT, SPLG 13F-HR 8/15/2022, 10:28 AM
Q1 2022 173 $302M +$73.9M -$1.34B -$1.27B JPST, XLE, AAPL, QQQ, MSFT 13F-HR 5/13/2022, 03:48 PM
Q4 2021 507 $1.74B +$317M -$153M +$163M QQQ, AAPL, VOO, IVV, LEXI 13F-HR 2/9/2022, 02:48 PM
Q3 2021 473 $1.48B +$213M -$215M -$2.09M VOO, AAPL, QQQ, IVV, LEXI 13F-HR 11/4/2021, 04:04 PM
Q2 2021 514 $1.51B +$65.9M -$1.42B -$1.36B AAPL, IVV, WMT, QQQ, MSFT 13F-HR 8/5/2021, 01:54 PM
Q1 2021 3,080 $2.81B +$495M -$186M +$309M VOO, AAPL, QQQ, IVV, MSFT 13F-HR 5/7/2021, 12:29 PM
Q4 2020 2,673 $2.34B +$283M -$155M +$127M AAPL, VOO, QQQ, IVV, MSFT 13F-HR 1/13/2021, 01:04 PM
Q3 2020 2,495 $2B +$360M -$241M +$118M AAPL, VOO, QQQ, MSFT, BND 13F-HR 11/12/2020, 10:25 AM
Q2 2020 2,434 $1.82B +$479M -$218M +$261M AAPL, QQQ, MSFT, JPST, BND 13F-HR 8/13/2020, 10:44 AM
Q1 2020 2,393 $1.34B +$440M -$163M +$277M JPST, AAPL, MSFT, QQQ, FTSM 13F-HR 5/12/2020, 12:57 PM
Q4 2019 2,500 $1.31B +$197M -$173M +$24.9M QQQ, AAPL, IVV, JPST, MSFT 13F-HR 2/6/2020, 05:34 PM
Q3 2019 2,380 $1.21B +$438M -$143M +$294M IVV, QQQ, JPST, AAPL, MSFT 13F-HR 11/14/2019, 11:35 AM
Q1 2019 565 $894M +$197M -$77.8M +$120M JPST, IVV, QQQ, AAPL, MSFT 13F-HR 5/15/2019, 03:28 PM
Q4 2018 459 $706M +$377M -$133M +$243M JPST, IVV, MSFT, QQQ, AAPL 13F-HR 3/5/2019, 02:22 PM
Q3 2018 383 $511M +$230M -$198M +$31.5M JPGE, OEF, MSFT, AAPL, QQQ 13F-HR 11/13/2018, 03:31 PM
Q2 2018 296 $469M +$84.9M -$33.3M +$51.6M IVV, MSFT, AAPL, IJR, AGG 13F-HR 8/14/2018, 03:13 PM
Q1 2018 273 $399M +$53.8M -$43.2M +$10.7M IVV, MSFT, AAPL, AGG, IJR 13F-HR 5/10/2018, 12:50 PM
Q4 2017 261 $409M +$50.7M -$49.5M +$1.19M IVV, MSFT, AAPL, AGG, BA 13F-HR 1/29/2018, 11:31 AM
Q3 2017 257 $373M +$47.6M -$26M +$21.6M IVV, MSFT, AAPL, IJR, AGG 13F-HR 11/7/2017, 03:18 PM
Q2 2017 254 $343M +$49M -$42.9M +$6.12M IVV, MSFT, AAPL, IJR, HYG 13F-HR 8/14/2017, 04:08 PM
Q1 2017 252 $336M +$87.8M -$39.6M +$48.2M IVV, MSFT, AAPL, HYG, IJR 13F-HR 5/31/2017, 09:33 AM
Q4 2016 640 $271M $0 $0 MSFT, AAPL, SPAB, T, HYG 13F-HR 2/27/2017, 03:40 PM