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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 $1,901,496,743
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 397,496 $99,540,881 5.23%
2.
Microsoft Corp
 MSFT 156,152 $65,818,116 3.46%
3.
Nvidia Corp
 NVDA 454,106 $60,981,882 3.2%
4.
Invesco Qqq Tr
 115,535 $59,065,182 3.1%
5.
Amazon Com Inc
 AMZN 220,647 $48,407,794 2.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)