Notify me when Sowell Financial Services LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,068 | $2.61B | +$175M | -$190M | -$15M | AAPL, NVDA, MSFT, QQQ, IVV | 13F-HR | 10/17/2025, 10:49 AM |
| Q2 2025 | 1,040 | $2.46B | +$201M | -$112M | +$88.9M | AAPL, MSFT, NVDA, QQQ, IVV | 13F-HR | 7/11/2025, 06:25 PM |
| Q1 2025 | 1,007 | $2.2B | +$463M | -$115M | +$348M | AAPL, MSFT, QQQ, IVV, SPY | 13F-HR | 4/17/2025, 01:35 PM |
| Q4 2024 | 505 | $1.9B | +$282M | -$549M | -$266M | AAPL, MSFT, NVDA, QQQ, AMZN | 13F-HR | 2/7/2025, 12:58 PM |
| 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 | +$165M | -$187M | -$21.9M | AAPL, MSFT, VTI, NVDA, QQQ | 13F-HR | 8/13/2024, 12:56 PM |
| Q1 2024 | 542 | $2.12B | +$307M | -$157M | +$151M | AAPL, VTI, MSFT, IVV, QQQ | 13F-HR | 5/3/2024, 11:44 AM |
| Q4 2023 | 525 | $1.85B | +$246M | -$130M | +$115M | AAPL, IVV, QQQ, MSFT, AMZN | 13F-HR | 1/24/2024, 12:12 PM |
| Q3 2023 | 602 | $1.59B | +$191M | -$339M | -$148M | AAPL, IVV, QQQ, MSFT, AMZN | 13F-HR | 11/8/2023, 12:32 PM |
| Q2 2023 | 865 | $1.79B | +$652M | -$209M | +$443M | AAPL, IVV, WMT, QQQ, MSFT | 13F-HR | 8/14/2023, 04:25 PM |
| Q1 2023 | 756 | $1.28B | +$238M | -$429M | -$190M | AAPL, IVV, WMT, MSFT, QQQ | 13F-HR | 5/12/2023, 04:29 PM |
| Q4 2022 | 520 | $1.54B | +$577M | -$44.4M | +$532M | JPST, AAPL, IVV, WMT, MSFT | 13F-HR | 2/9/2023, 02:27 PM |
| Q3 2022 | 397 | $981M | +$432M | -$323M | +$108M | WMT, JPST, IVV, MSFT, VOO | 13F-HR | 11/15/2022, 08:15 AM |
| Q2 2022 | 248 | $925M | +$736M | -$10.1M | +$725M | ITOT, JPST, VBK, WMT, SPLG | 13F-HR | 8/15/2022, 10:28 AM |
| Q1 2022 | 146 | $302M | +$73.9M | -$368M | -$294M | JPST, XLE, AAPL, QQQ, MSFT | 13F-HR | 5/13/2022, 03:48 PM |
| Q4 2021 | 505 | $1.74B | +$317M | -$110M | +$207M | QQQ, AAPL, VOO, IVV, LEXI | 13F-HR | 2/9/2022, 01:48 PM |
| Q3 2021 | 473 | $1.48B | +$213M | -$214M | -$652K | VOO, AAPL, QQQ, IVV, LEXI | 13F-HR | 11/4/2021, 04:04 PM |
| Q2 2021 | 514 | $1.51B | +$65.8M | -$1.42B | -$1.36B | AAPL, IVV, WMT, QQQ, MSFT | 13F-HR | 8/5/2021, 01:54 PM |
| Q1 2021 | 2,924 | $2.85B | +$505M | -$184M | +$322M | VOO, AAPL, QQQ, IVV, MSFT | 13F-HR | 5/7/2021, 12:29 PM |
| Q4 2020 | 2,564 | $2.33B | +$290M | -$127M | +$163M | AAPL, VOO, QQQ, IVV, MSFT | 13F-HR | 1/13/2021, 12:04 PM |
| Q3 2020 | 2,357 | $1.99B | +$356M | -$227M | +$128M | AAPL, VOO, QQQ, MSFT, BND | 13F-HR | 11/12/2020, 09:25 AM |
| Q2 2020 | 2,283 | $1.81B | +$480M | -$212M | +$268M | AAPL, QQQ, MSFT, JPST, BND | 13F-HR | 8/13/2020, 10:44 AM |
| Q1 2020 | 2,221 | $1.33B | +$435M | -$137M | +$298M | JPST, AAPL, MSFT, QQQ, FTSM | 13F-HR | 5/12/2020, 12:57 PM |
| Q4 2019 | 2,324 | $1.3B | +$198M | -$152M | +$46.2M | QQQ, AAPL, IVV, JPST, MSFT | 13F-HR | 2/6/2020, 04:34 PM |
| Q3 2019 | 2,224 | $1.21B | +$438M | -$100M | +$337M | IVV, QQQ, JPST, AAPL, MSFT | 13F-HR | 11/14/2019, 10:35 AM |
| Q1 2019 | 570 | $860M | +$164M | -$52M | +$112M | JPST, IVV, QQQ, AAPL, MSFT | 13F-HR | 5/15/2019, 03:28 PM |
| Q4 2018 | 458 | $699M | JPST, IVV, MSFT, QQQ, AAPL | 13F-HR | 3/5/2019, 01:22 PM | |||
| Q3 2018 | 331 | $431M | MSFT, AAPL, QQQ, BAC, BA | 13F-HR | 11/13/2018, 02:31 PM | |||
| Q2 2018 | 289 | $469M | +$84.7M | -$22.2M | +$62.5M | IVV, MSFT, AAPL, IJR, AGG | 13F-HR | 8/14/2018, 03:13 PM |
| Q1 2018 | 270 | $399M | +$53.8M | -$26.4M | +$27.4M | IVV, MSFT, AAPL, AGG, IJR | 13F-HR | 5/10/2018, 12:50 PM |
| Q4 2017 | 260 | $409M | +$50.9M | -$38.3M | +$12.6M | IVV, MSFT, AAPL, AGG, BA | 13F-HR | 1/29/2018, 10:31 AM |
| Q3 2017 | 254 | $372M | +$47.5M | -$14.8M | +$32.6M | IVV, MSFT, AAPL, IJR, AGG | 13F-HR | 11/7/2017, 02:18 PM |
| Q2 2017 | 250 | $343M | +$49.2M | -$25.5M | +$23.7M | IVV, MSFT, AAPL, IJR, HYG | 13F-HR | 8/14/2017, 04:08 PM |
| Q1 2017 | 247 | $336M | +$90.2M | -$19.2M | +$71.1M | IVV, MSFT, AAPL, HYG, IJR | 13F-HR | 5/31/2017, 09:33 AM |
| Q4 2016 | 576 | $271M | MSFT, AAPL, SPAB, T, HYG | 13F-HR | 2/27/2017, 02:40 PM |