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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 $3,060,190,431
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 420,714 $121,737,736 3.98%
2.
Invesco Qqq Tr
 121,974 $89,821,587 2.94%
3.
Nvidia Corp
 NVDA 413,140 $82,665,203 2.7%
4.
Spdr S & P 500 Etf Trust
 SPY 86,438 $64,549,080 2.11%
5.
Ishares Trust
 IEF 79,523 $59,554,293 1.95%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.