1y return+17.9%S&P 500 +20.9%
3y return+51.1%S&P 500 +68.5%
5y return+44.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2019: $184 against $252 in the S&P 500.2
Sowell Financial Services LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $121.7M | 4.0% | −1.3% |
| QQQInvesco Qqq Tr | $89.8M | 2.9% | +1.1% |
| NVDANvidia Corporation | $82.7M | 2.7% | +2.7% |
| SPYState Str Spdr S&p 500 Etf T | $64.5M | 2.1% | −2.3% |
| IVVIshares Tr | $59.6M | 1.9% | −9.1% |
| MSFTMicrosoft Corp | $56.7M | 1.9% | +1.6% |
| WLDRTwo Rds Shared Tr | $55.3M | 1.8% | +10.3% |
| AMZNAmazon Com Inc | $53.1M | 1.7% | |
| QUALIshares Tr | $39.0M | 1.3% | +1.0% |
| GOOGLAlphabet Inc | $35.7M | 1.2% | +1.9% |
| RWLCAdvisors Inner Circle Fd III | $34.1M | 1.1% | +12.6% |
| SMHVaneck Etf Trust | $33.6M | 1.1% | +13.7% |
| JAAAJanus Detroit Str Tr | $31.4M | 1.0% | −13.5% |
| BRK/BBerkshire Hathaway Inc Del | $30.6M | 1.0% | +2.4% |
| GOOGAlphabet Inc | $26.4M | 0.9% | −1.3% |
| AGGHSimplify Exchange Traded Fun | $24.6M | 0.8% | +1.8% |
| AGGIshares Tr | $24.5M | 0.8% | +2.5% |
| IEFAIshares Tr | $23.8M | 0.8% | +1.1% |
| JPMJpmorgan Chase & Co | $23.1M | 0.8% | +3.9% |
| VTVVanguard Index Fds | $22.9M | 0.7% | +30.9% |
| METAMeta Platforms Inc | $20.9M | 0.7% | +10.7% |
| VOOVanguard Index Fds | $20.1M | 0.7% | +8.2% |
| AVGOBroadcom Inc | $19.4M | 0.6% | −3.0% |
| SPYMSpdr Series Trust | $19.1M | 0.6% | +3.9% |
| CATCaterpillar Inc | $18.7M | 0.6% | −6.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $82.7M |
| SMHVaneck Etf Trust | March 31, 2023 | +398.4% | $33.6M |
| CATCaterpillar Inc | December 31, 2022 | +344.5% | $18.7M |
| GOOGLAlphabet Inc | September 30, 2022 | +273.6% | $35.7M |
| GOOGAlphabet Inc | September 30, 2022 | +267.5% | $26.4M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $23.1M |
| XLKSelect Sector Spdr Tr | September 30, 2022 | +220.8% | $15.8M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $89.8M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $53.1M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $15.2M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $18.2M
- XIJNFirst Tr Exchng Traded Fd Vi was $2.9M
- PAHCPhibro Animal Health Corp was $2.7M
- Honeywell Intl IncCUSIP 438516106 was $2.4M
- CAIECalamos Etf Tr was $1.7M
- VXXBarclays Bank PLC was $1.7M
- BKRBaker Hughes Company was $1.6M
- CCJCameco Corp was $1.6M
- IXPIshares Tr was $1.5M
- USOUnited Sts Oil Fd LP was $932K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −2.9% | −4.6% |
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +4.8% | +5.4% |
| June 30, 2024 | +2.7% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +5.1% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +6.5% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −13.6% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sowell Financial Services LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1633697&type=13F-HR&dateb=&owner=include&count=40CIK 1633697
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1633697/000163369726000004/Filed July 20, 2026 · accession 0001633697-26-000004