Sowell Financial Services LLC Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$2.7T
Holdings
1,106
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,106 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 427,645 | $116.3B | 4.27% | |
| 2 | NVDANVIDIA CORPORATION | 400,695 | $74.7B | 2.75% | |
| 3 | NDQINVESCO QQQ TR | 118,474 | $72.8B | 2.67% | |
| 4 | MSFTMICROSOFT CORP | 144,741 | $70.0B | 2.57% | |
| 5 | IVVISHARES TR | 92,667 | $63.5B | 2.33% | |
| 6 | SPYSPDR S&P 500 ETF TR | 84,151 | $57.4B | 2.11% | |
| 7 | AMZNAMAZON COM INC | 212,704 | $49.1B | 1.80% | |
| 8 | WLDRTWO RDS SHARED TR | 1,061,026 | $37.8B | 1.39% | |
| 9 | JAAAJANUS DETROIT STR TR | 696,333 | $35.2B | 1.29% | |
| 10 | QUALISHARES TR | 172,371 | $34.2B | 1.26% | |
| 11 | GOOGLALPHABET INC | 98,690 | $30.9B | 1.13% | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 58,494 | $29.4B | 1.08% | |
| 13 | RWLCADVISORS INNER CIRCLE FD III | 757,637 | $25.2B | 0.92% | |
| 14 | BONDPIMCO ETF TR | 265,987 | $24.8B | 0.91% | |
| 15 | GOOGALPHABET INC | 74,159 | $23.3B | 0.85% | |
| 16 | AGGISHARES TR | 229,717 | $22.9B | 0.84% | |
| 17 | JPMJPMORGAN CHASE & CO. | 68,880 | $22.2B | 0.82% | |
| 18 | AQLTISHARES TR | 238,779 | $21.4B | 0.78% | |
| 19 | MAMASTERCARD INCORPORATED | 34,694 | $19.8B | 0.73% | |
| 20 | METAMETA PLATFORMS INC | 29,249 | $19.3B | 0.71% | |
| 21 | AVGOBROADCOM INC | 54,332 | $18.8B | 0.69% | |
| 22 | VUGVANGUARD INDEX FDS | 36,219 | $17.7B | 0.65% | |
| 23 | JPSTJ P MORGAN EXCHANGE TRADED F | 340,348 | $17.2B | 0.63% | |
| 24 | PGHYINVESCO EXCH TRADED FD TR II | 860,104 | $17.1B | 0.63% | |
| 25 | IAU*ISHARES GOLD TR | 204,583 | $16.6B | 0.61% | |
| 26 | TSLATESLA INC | 35,436 | $15.9B | 0.59% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 18,095 | $15.6B | 0.57% | |
| 28 | WMTWALMART INC | 138,531 | $15.4B | 0.57% | |
| 29 | SGOVISHARES TR | 153,734 | $15.4B | 0.57% | |
| 30 | SLVISHARES SILVER TR | 236,354 | $15.2B | 0.56% | |
| 31 | SPYMSPDR SERIES TRUST | 184,788 | $14.8B | 0.54% | |
| 32 | SMHVANECK ETF TRUST | 40,367 | $14.5B | 0.53% | |
| 33 | VOOVANGUARD INDEX FDS | 23,039 | $14.4B | 0.53% | |
| 34 | IWFISHARES TR | 30,064 | $14.2B | 0.52% | |
| 35 | VTVVANGUARD INDEX FDS | 73,666 | $14.1B | 0.52% | |
| 36 | XOMEXXON MOBIL CORP | 113,665 | $13.7B | 0.50% | |
| 37 | VVISA INC | 38,602 | $13.5B | 0.50% | |
| 38 | BACBANK AMERICA CORP | 237,223 | $13.0B | 0.48% | |
| 39 | PLTRPALANTIR TECHNOLOGIES INC | 72,497 | $12.9B | 0.47% | |
| 40 | JNJJOHNSON & JOHNSON | 59,996 | $12.4B | 0.46% | |
| 41 | XMHQINVESCO EXCHANGE TRADED FD T | 119,044 | $12.2B | 0.45% | |
| 42 | INCMFRANKLIN TEMPLETON ETF TR | 433,625 | $12.2B | 0.45% | |
| 43 | XLKSELECT SECTOR SPDR TR | 84,150 | $12.1B | 0.45% | |
| 44 | CVXCHEVRON CORP NEW | 75,967 | $11.6B | 0.43% | |
| 45 | ABBVABBVIE INC | 47,464 | $10.8B | 0.40% | |
| 46 | IBMINTERNATIONAL BUSINESS MACHS | 36,587 | $10.8B | 0.40% | |
| 47 | CATCATERPILLAR INC | 18,619 | $10.7B | 0.39% | |
| 48 | GSLCGOLDMAN SACHS ETF TR | 79,877 | $10.6B | 0.39% | |
| 49 | DFUSDIMENSIONAL ETF TRUST | 140,529 | $10.4B | 0.38% | |
| 50 | QQQMINVESCO EXCH TRADED FD TR II | 40,795 | $10.3B | 0.38% | |
| 51 | KOCOCA COLA CO | 146,613 | $10.2B | 0.38% | |
| 52 | DFAUDIMENSIONAL ETF TRUST | 213,065 | $10.0B | 0.37% | |
| 53 | USMVISHARES TR | 105,799 | $10.0B | 0.37% | |
| 54 | WFCWELLS FARGO CO NEW | 106,115 | $9.9B | 0.36% | |
| 55 | IEMGISHARES INC | 141,918 | $9.5B | 0.35% | |
| 56 | GCORGOLDMAN SACHS ETF TR | 222,255 | $9.2B | 0.34% | |
| 57 | DYNFBLACKROCK ETF TRUST | 146,211 | $8.9B | 0.33% | |
| 58 | IWPISHARES TR | 64,795 | $8.9B | 0.33% | |
| 59 | EQINCOLUMBIA ETF TR I | 182,747 | $8.7B | 0.32% | |
| 60 | CSCOCISCO SYS INC | 111,921 | $8.6B | 0.32% | |
| 61 | DONSPDR DOW JONES INDL AVERAGE | 17,917 | $8.6B | 0.32% | |
| 62 | VOVANGUARD INDEX FDS | 29,377 | $8.5B | 0.31% | |
| 63 | IWMISHARES TR | 34,316 | $8.4B | 0.31% | |
| 64 | UPSUNITED PARCEL SERVICE INC | 82,666 | $8.2B | 0.30% | |
| 65 | VCITVANGUARD SCOTTSDALE FDS | 97,691 | $8.2B | 0.30% | |
| 66 | OKEONEOK INC NEW | 104,061 | $7.6B | 0.28% | |
| 67 | SBUXSTARBUCKS CORP | 90,709 | $7.6B | 0.28% | |
| 68 | XLFSELECT SECTOR SPDR TR | 139,132 | $7.6B | 0.28% | |
| 69 | MRKMERCK & CO INC | 72,363 | $7.6B | 0.28% | |
| 70 | IWDISHARES TR | 35,582 | $7.5B | 0.27% | |
| 71 | BNDVANGUARD BD INDEX FDS | 100,332 | $7.4B | 0.27% | |
| 72 | VIGVANGUARD SPECIALIZED FUNDS | 33,771 | $7.4B | 0.27% | |
| 73 | MCDMCDONALDS CORP | 23,688 | $7.2B | 0.27% | |
| 74 | 4I1PHILIP MORRIS INTL INC | 44,619 | $7.2B | 0.26% | |
| 75 | BTZBLACKROCK CR ALLOCATION INCO | 654,542 | $7.1B | 0.26% | |
| 76 | BACVERIZON COMMUNICATIONS INC | 174,004 | $7.1B | 0.26% | |
| 77 | PHYS/USPROTT ASSET MANAGEMENT LP | 210,302 | $6.9B | 0.26% | |
| 78 | HDHOME DEPOT INC | 20,156 | $6.9B | 0.25% | |
| 79 | HACKAMPLIFY ETF TR | 85,387 | $6.9B | 0.25% | |
| 80 | VTIVANGUARD INDEX FDS | 20,442 | $6.9B | 0.25% | |
| 81 | LLYELI LILLY & CO | 6,370 | $6.8B | 0.25% | |
| 82 | EFAISHARES TR | 71,050 | $6.8B | 0.25% | |
| 83 | BABOEING CO | 30,878 | $6.7B | 0.25% | |
| 84 | TLTISHARES TR | 76,793 | $6.7B | 0.25% | |
| 85 | HHHHOWARD HUGHES HOLDINGS INC | 83,708 | $6.7B | 0.25% | |
| 86 | APHAMPHENOL CORP NEW | 48,051 | $6.5B | 0.24% | |
| 87 | NLRVANECK ETF TRUST | 52,174 | $6.5B | 0.24% | |
| 88 | IJSISHARES TR | 56,448 | $6.4B | 0.24% | |
| 89 | VONGVANGUARD SCOTTSDALE FDS | 51,967 | $6.3B | 0.23% | |
| 90 | BSCTINVESCO EXCH TRD SLF IDX FD | 335,252 | $6.3B | 0.23% | |
| 91 | ICSHISHARES TR | 124,538 | $6.3B | 0.23% | |
| 92 | DFCFDIMENSIONAL ETF TRUST | 147,164 | $6.3B | 0.23% | |
| 93 | MMM3M CO | 38,921 | $6.2B | 0.23% | |
| 94 | DFACDIMENSIONAL ETF TRUST | 156,910 | $6.2B | 0.23% | |
| 95 | CLSETRUST FOR PROFESSIONAL MANAG | 226,164 | $6.2B | 0.23% | |
| 96 | IJRISHARES TR | 50,652 | $6.1B | 0.22% | |
| 97 | ETENERGY TRANSFER L P | 363,039 | $6.0B | 0.22% | |
| 98 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 19,686 | $6.0B | 0.22% | |
| 99 | UBERUBER TECHNOLOGIES INC | 72,875 | $6.0B | 0.22% | |
| 100 | PEPPEPSICO INC | 41,144 | $5.9B | 0.22% |
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