• 13F History

Sowell Financial Services LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$2.2B
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 1007 stock holdings with total value $2.2B as of Q1 2025. Top holdings included AAPL, MSFT, QQQ, IVV, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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