Sowell Financial Services LLC
CIK 1633697
13F filing for Q2 2026・No. 1,268
- Holdings
- US$3.06B
- Quarter change
- +US$356.16M
- Entries
- 1,162
- Net bought (estimate)
- +US$40.94M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 122
- Sold out 83
- Cut 484
- Added 511
- Corporate actions 0
- Unchanged 45
Largest holdings
1,162 stocks worth US$3.06B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 420,714 | US$121.74M | 3.98% |
| QQQInvesco QQQUNIT SER 1 | Added | 121,974 | US$89.82M | 2.94% |
| NVDANvidiaCOM | Added | 413,140 | US$82.67M | 2.70% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 86,438 | US$64.55M | 2.11% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 79,523 | US$59.55M | 1.95% |
| MSFTMicrosoftCOM | Added | 151,909 | US$56.66M | 1.85% |
| TWO RDS SHARED TRAFFINITY WORLD | Added | 1,190,369 | US$55.32M | 1.81% |
| AMZNAmazonCOM | Added | 222,822 | US$53.11M | 1.74% |
| ISHARES TRMSCI USA QLT FCT | Added | 177,723 | US$39M | 1.27% |
| GOOGLAlphabetCAP STK CL A | Added | 99,960 | US$35.72M | 1.17% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.