Institutional Fund
Sowell Financial Services LLC
North Little Rock, ARCIK 16336975 filings on record
Portfolio Value
$2.70B
Q1 2026
Holdings
1,123
Reported positions
New Buys
94
Opened this quarter
QoQ Change
-0.7%
from $2.72B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.0%
- Nvidia Corporation2.6%
- Invesco Qqq Tr2.6%
- Spdr S&P 500 ETF Tr2.1%
- Ishares Tr2.1%
- Microsoft Corp2.0%
- Other84.5%
Portfolio Holdings
1,123 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 426.4K | $108.21M | 4.0% | −1.3K | Reduced |
| 2 | Nvidia Corporation | 402.2K | $70.14M | 2.6% | +1.5K | Added |
| 3 | Invesco Qqq Tr | 120.7K | $69.66M | 2.6% | +2.2K | Added |
| 4 | Spdr S&P 500 ETF Tr | 88.5K | $57.54M | 2.1% | +4.3K | Added |
| 5 | Ishares Tr | 87.5K | $57.13M | 2.1% | −5.2K | Reduced |
| 6 | Microsoft Corp | 149.6K | $55.37M | 2.0% | +4.8K | Added |
| 7 | Amazon Com Inc | 221.4K | $46.12M | 1.7% | +8.7K | Added |
| 8 | Two Rds Shared Tr | 1.08M | $40.15M | 1.5% | +18.6K | Added |
| 9 | Janus Detroit Str Tr | 719.8K | $36.25M | 1.3% | +23.4K | Added |
| 10 | Ishares Tr | 175.9K | $33.74M | 1.2% | +3.5K | Added |
1,113 more holdings on Premium
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