Sowell Financial Services LLC
CIK: 1633697SEC EDGAR →
Portfolio Value
$1.2T
Holdings
1,123
As of
Q1 2026
New Positions
1,123
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TWO RDS SHARED TR | 1,079,602 | $40.2B | 3.45% |
| 2 | JANUS DETROIT STR TR | 719,766 | $36.3B | 3.12% |
| 3 | ADVISORS INNER CIRCLE FD III | 808,072 | $25.7B | 2.21% |
| 4 | SIMPLIFY EXCHANGE TRADED FUN | 1,198,667 | $24.4B | 2.10% |
| 5 | ISHARES TR | 241,793 | $24.0B | 2.06% |
| 6 | ISHARES TR | 243,601 | $22.1B | 1.90% |
| 7 | J P MORGAN EXCHANGE TRADED F | 358,743 | $18.2B | 1.56% |
| 8 | INVESCO EXCH TRADED FD TR II | 883,234 | $17.1B | 1.47% |
| 9 | SPDR SERIES TRUST | 208,861 | $16.0B | 1.37% |
| 10 | ISHARES GOLD TR | 154,152 | $13.6B | 1.17% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 538 | $809.6B | 69.6% |
| Unknown | 73 | $68.1B | 5.9% |
| Technology | 126 | $63.1B | 5.4% |
| Consumer Defensive | 30 | $40.5B | 3.5% |
| Energy | 42 | $39.4B | 3.4% |
| Healthcare | 60 | $25.4B | 2.2% |
| Consumer Cyclical | 51 | $23.5B | 2.0% |
| Utilities | 38 | $20.7B | 1.8% |
| Communication Services | 20 | $19.7B | 1.7% |
| Real Estate | 22 | $18.4B | 1.6% |
| Basic Materials | 44 | $17.9B | 1.5% |
| Industrials | 79 | $17.4B | 1.5% |