Sowell Financial Services LLC
Sowell Financial Services LLC reported 1,162 holdings worth US$3.06B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Sowell Financial Services LLC reported 1,162 holdings worth US$3.06B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 1,162
- Value as reported
- US$3.06B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 421K | US$122M | 4.0% |
| Nvidia Corporation | 413K | US$82.7M | 2.7% |
| Alphabet Inc (google) Class C | 174K | US$62.1M | 2.0% |
| Microsoft Corp. | 152K | US$56.7M | 1.9% |
| Amazon.com, Inc. | 223K | US$53.1M | 1.7% |
| Berkshire Hathaway Inc. | 64,166 | US$32.1M | 1.0% |
| Jp Morgan Chase & Co. | 70,498 | US$23.1M | 0.75% |
| Meta Platforms, Inc. | 37,116 | US$20.9M | 0.68% |
| Broadcom Inc. | 51,418 | US$19.4M | 0.63% |
| Caterpillar, Inc. | 17,536 | US$18.7M | 0.61% |
| Costco Wholesale Corporation | 18,885 | US$17.7M | 0.58% |
| Micron Technology, Inc. | 14,587 | US$16.8M | 0.55% |
| Mastercard Incorporated | 32,572 | US$16.7M | 0.55% |
| Walmart Inc. | 134K | US$15.2M | 0.50% |
| Visa Inc. | 42,782 | US$14.7M | 0.48% |
| Johnson & Johnson | 57,238 | US$14.5M | 0.48% |
| Cisco Systems, Inc. | 119K | US$13.9M | 0.46% |
| Tesla, Inc. | 32,746 | US$13.8M | 0.45% |
| Bank Of America Corporation | 236K | US$13.5M | 0.44% |
| Advanced Micro Devices Inc | 22,512 | US$13.1M | 0.43% |
| Chevron Corporation | 73,222 | US$12.1M | 0.40% |
| Coca-cola Company (the) | 144K | US$11.7M | 0.38% |
| Abbvie Inc. | 44,316 | US$11.2M | 0.36% |
| International Business Machines Corporation | 39,076 | US$11M | 0.36% |
| Dell Technologies Inc. | 24,219 | US$10.4M | 0.34% |
| Merck & Company, Inc. | 75,015 | US$9.64M | 0.31% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 20,143 | US$9.62M | 0.31% |
| Oneok, Inc. | 108K | US$9.37M | 0.31% |
| Eli Lilly And Company | 7,621 | US$9.14M | 0.30% |
| Palantir Technologies Inc. | 77,499 | US$9.04M | 0.30% |
| Starbucks Corporation | 86,446 | US$8.83M | 0.29% |
| Uber Technologies, Inc. | 121K | US$8.71M | 0.28% |
| Morgan Stanley | 40,917 | US$8.55M | 0.28% |
| Lam Research Corporation | 19,705 | US$8.54M | 0.28% |
| Wells Fargo & Company | 103K | US$8.54M | 0.28% |
| United Parcel Service, Inc. | 79,005 | US$8.49M | 0.28% |
| Amphenol Corporation | 45,258 | US$7.98M | 0.26% |
| Energy Transfer Lp | 416K | US$7.96M | 0.26% |
| Philip Morris International Inc | 43,246 | US$7.82M | 0.26% |
| Howard Hughes Holdings Inc. | 105K | US$7.5M | 0.24% |
| Verizon Communications Inc. | 171K | US$7.22M | 0.24% |
| Altria Group, Inc. | 97,813 | US$7.04M | 0.23% |
| Boeing Company (the) | 32,447 | US$7.02M | 0.23% |
| Kla Corporation | 23,257 | US$7.02M | 0.23% |
| Applied Materials, Inc. | 9,549 | US$6.9M | 0.23% |
| Mcdonald's Corporation | 25,071 | US$6.78M | 0.22% |
| 3m Company | 40,990 | US$6.64M | 0.22% |
| Home Depot, Inc. (the) | 18,331 | US$6.47M | 0.21% |
| Air Products And Chemicals, Inc. | 21,948 | US$6.43M | 0.21% |
| Marvell Technology, Inc. | 21,559 | US$6.42M | 0.21% |
| Goldman Sachs Group, Inc. (the) | 6,214 | US$6.28M | 0.21% |
| Ford Mtr Co Del | 415K | US$5.77M | 0.19% |
| Ge Vernova Inc. | 4,884 | US$5.74M | 0.19% |
| Procter & Gamble Company (the) | 38,164 | US$5.6M | 0.18% |
| Palo Alto Networks, Inc. | 16,080 | US$5.48M | 0.18% |
| Qualcomm Incorporated | 29,408 | US$5.43M | 0.18% |
| Pepsico, Inc. | 39,691 | US$5.37M | 0.18% |
| Valero Energy Corporation | 20,445 | US$5.32M | 0.17% |
| Woodward, Inc. | 12,514 | US$5.32M | 0.17% |
| Brookfield Corporation | 122K | US$5.2M | 0.17% |
| Chicago Atlantic Bdc, Inc. | 511K | US$5M | 0.16% |
| Ge Aerospace | 13,158 | US$4.92M | 0.16% |
| Netflix, Inc. | 67,523 | US$4.82M | 0.16% |
| Intel Corporation | 33,834 | US$4.72M | 0.15% |
| American Express Company | 13,952 | US$4.72M | 0.15% |
| Axon Enterprise, Inc. | 8,133 | US$4.56M | 0.15% |
| Pfizer, Inc. | 186K | US$4.47M | 0.15% |
| Rtx Corporation | 23,282 | US$4.42M | 0.14% |
| Crowdstrike Holdings, Inc. | 5,628 | US$4.29M | 0.14% |
| Realty Income Corporation | 68,290 | US$4.23M | 0.14% |
| At&t Inc. | 202K | US$4.18M | 0.14% |
| Metlife, Inc. | 47,483 | US$4.02M | 0.13% |
| Walt Disney Company (the) | 41,632 | US$4.01M | 0.13% |
| Bristol-myers Squibb Company | 68,220 | US$3.93M | 0.13% |
| Amgen Inc. | 10,762 | US$3.9M | 0.13% |
| Duke Energy Corporation (holding Company) | 30,590 | US$3.87M | 0.13% |
| Tyson Foods, Inc. | 66,578 | US$3.81M | 0.12% |
| Cvs Health Corporation | 35,982 | US$3.72M | 0.12% |
| Lockheed Martin Corporation | 6,909 | US$3.52M | 0.12% |
| Allstate Corporation (the) | 14,315 | US$3.41M | 0.11% |
| Jabil Inc. | 8,750 | US$3.37M | 0.11% |
| Universal Insurance Holdings Inc | 80,634 | US$3.34M | 0.11% |
| Firstenergy Corp. | 69,833 | US$3.32M | 0.11% |
| Phillips 66 | 19,421 | US$3.28M | 0.11% |
| Hsbc Holdings Plc | 32,650 | US$3.1M | 0.10% |
| Kroger Company (the) | 55,779 | US$3.1M | 0.10% |
| Teva Pharmaceutical Industries Limited | 90,986 | US$3.08M | 0.10% |
| Frequency Electronics, Inc. | 46,267 | US$3.07M | 0.10% |
| United Rentals, Inc. | 2,689 | US$3.05M | 0.10% |
| Tapestry, Inc. | 20,735 | US$3.04M | 0.10% |
| Public Storage | 9,373 | US$2.98M | 0.10% |
| Delta Air Lines, Inc. | 31,766 | US$2.98M | 0.10% |
| The Hershey Company | 16,684 | US$2.93M | 0.10% |
| Entergy Corporation | 25,483 | US$2.93M | 0.10% |
| Agnc Investment Corp. | 267K | US$2.91M | 0.10% |
| General Mills, Inc. | 82,682 | US$2.88M | 0.09% |
| Lowe's Companies, Inc. | 12,883 | US$2.84M | 0.09% |
| Enterprise Products Partners L.p. | 75,019 | US$2.76M | 0.09% |
| Prologis, Inc. | 20,237 | US$2.74M | 0.09% |
| Capital One Financial Corporation | 13,127 | US$2.63M | 0.09% |
Every holding of Sowell Financial Services LLC
Source
View original at SEC
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