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Home > Institutional Investor > Sowell Financial Services Llc > Profile

Instuitional Investor - Sowell Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Sowell Financial Services Llc
Portfolio Value $2,455,388,711
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 403,635 $82,813,711 3.37%
2.
Microsoft Corp
 MSFT 153,384 $76,294,876 3.11%
3.
Nvidia Corp
 NVDA 414,471 $65,482,337 2.67%
4.
Invesco Qqq Tr
 118,330 $65,275,424 2.66%
5.
Ishares Trust
 IEF 86,193 $53,517,240 2.18%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)