Sowell Financial Services LLC: 13F holdings
CIK 16336972026Q2
| Positions | 1,162 |
|---|
| Reported value | $3.1bn |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 1,162 (+39 vs prior quarter) |
|---|
| Reported value | $3.1bn (+13.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 420,714 | $121.7m | 4.0% |
| QQQ INVESCO QQQ TR | 121,974 | $89.8m | 2.9% |
| NVDA NVIDIA CORPORATION | 413,140 | $82.7m | 2.7% |
| SPY STATE STR SPDR S&P 500 ETF T | 86,438 | $64.5m | 2.1% |
| IVV ISHARES TR | 79,523 | $59.6m | 1.9% |
| MSFT MICROSOFT CORP | 151,909 | $56.7m | 1.9% |
| TWO RDS SHARED TR | 1,190,369 | $55.3m | 1.8% |
| AMZN AMAZON COM INC | 222,822 | $53.1m | 1.7% |
| QUAL ISHARES TR | 177,723 | $39.0m | 1.3% |
| GOOGL ALPHABET INC | 99,960 | $35.7m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1633697")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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