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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 $2,197,375,992
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 399,743 $88,794,914 4.04%
2.
Microsoft Corp
 MSFT 153,594 $57,657,556 2.62%
3.
Invesco Qqq Tr
 117,726 $55,204,176 2.51%
4.
Ishares Trust
 IEF 87,371 $49,093,858 2.23%
5.
Spdr S & P 500 Etf Trust
 SPY 76,513 $42,800,391 1.95%
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)