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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 $2,722,322,227
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 427,645 $116,259,557 4.27%
2.
Nvidia Corp
 NVDA 400,695 $74,729,633 2.75%
3.
Invesco Qqq Tr
 118,474 $72,779,684 2.67%
4.
Microsoft Corp
 MSFT 144,741 $69,999,611 2.57%
5.
Ishares Trust
 IEF 92,667 $63,471,417 2.33%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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