Sowell Financial Services LLC
Follow13F filer, CIK 1633697, NORTH LITTLE ROCK, AR
Sowell Financial Services LLC reported $1,901,496,743 across 505 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-07. Its ten largest share positions make up 26.46% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001633697-25-000003
- Period
- 2024-12-31
- Reported value
- $1.9B
- Holdings
- 505
- Top 10 weight
- 26.46%
- New
- 99
- Sold out
- 124
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| JAAAadded | +498,082 | $25.3M |
| BONDadded | +114,037 | $10.3M |
| MAadded | +18,841 | $9.92M |
| QQQMnew | +31,721 | $6.68M |
| MSFTadded | +15,466 | $6.52M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VTIreduced | -228,961 | -$66.4M |
| DFACreduced | -984,968 | -$34.1M |
| VXUSexited | -388,479 | -$25.1M |
| DFAXexited | -701,855 | -$19M |
| ITOTexited | -134,184 | -$16.9M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 505 share positions
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| VXUSVANGUARD STAR FDS | 388,479 | $25.1M | shares |
| DFAXDIMENSIONAL ETF TRUST | 701,855 | $19M | shares |
| ITOTISHARES TR | 134,184 | $16.9M | shares |
| IXUSISHARES TR | 176,951 | $12.9M | shares |
| LLYELI LILLY & CO | 11,793 | $10.4M | shares |
| MINTPIMCO ETF TR | 71,501 | $7.2M | shares |
| VONEVANGUARD SCOTTSDALE FDS | 24,190 | $6.29M | shares |
| PYLDPIMCO ETF TR | 231,323 | $6.17M | shares |
| VBVANGUARD INDEX FDS | 23,889 | $5.68M | shares |
| DMARFIRST TR EXCHNG TRADED FD VI | 109,589 | $4.99M | shares |
| CRMSALESFORCE INC | 15,442 | $4.23M | shares |
| IUSGISHARES TR | 30,642 | $4.04M | shares |
| SCHWAB CHARLES FAMILY FDSCHWAB CHARLES FAMILY FD | 3,861,766 | $3.86M | shares |
| CLCOLGATE PALMOLIVE CO | 36,596 | $3.8M | shares |
| MUBISHARES TR | 32,577 | $3.54M | shares |
| SOXXISHARES TR | 14,785 | $3.41M | shares |
| VBRVANGUARD INDEX FDS | 16,403 | $3.29M | shares |
| BXSLBLACKSTONE SECD LENDING FD | 106,838 | $3.21M | shares |
| WPCWP CAREY INC | 47,506 | $3M | shares |
| TRGPTARGA RES CORP | 18,876 | $2.79M | shares |
| WMWASTE MGMT INC DEL | 13,375 | $2.78M | shares |
| IFRAISHARES TR | 58,548 | $2.75M | shares |
| HWKNHAWKINS INC | 20,921 | $2.67M | shares |
| DVADAVITA INC | 16,219 | $2.66M | shares |
| RDNTRADNET INC | 36,112 | $2.51M | shares |
| SPHQINVESCO EXCHANGE TRADED FD T | 36,824 | $2.48M | shares |
| ACWIISHARES TR | 20,612 | $2.46M | shares |
| UDNINVESCO DB US DLR INDEX TR | 130,005 | $2.46M | shares |
| NDAQNASDAQ INC | 33,441 | $2.44M | shares |
| FTAIFTAI AVIATION LTD | 17,363 | $2.31M | shares |
| DIVOAMPLIFY ETF TR | 55,016 | $2.27M | shares |
| DBMFIM GLOBAL PARTNER FUNDS | 79,519 | $2.24M | shares |
| SPTISPDR SERIES TRUST | 76,276 | $2.22M | shares |
| RDVYFIRST TR EXCHANGE TRADED FD | 36,828 | $2.18M | shares |
| AMATAPPLIED MATLS INC | 10,650 | $2.15M | shares |
| LMBSFIRST TR EXCHANGE-TRADED FD | 43,273 | $2.14M | shares |
| ZTSZOETIS INC | 10,650 | $2.08M | shares |
| IXNISHARES TR | 24,763 | $2.04M | shares |
| GSIEGOLDMAN SACHS ETF TR | 53,235 | $1.93M | shares |
| IEOISHARES TR | 20,431 | $1.87M | shares |
| IGIBISHARES TR | 34,730 | $1.87M | shares |
| SUSBISHARES TR | 72,729 | $1.83M | shares |
| TAYDTAYLOR DEVICES INC | 36,165 | $1.8M | shares |
| ITAISHARES TR | 11,886 | $1.78M | shares |
| XARSPDR SERIES TRUST | 11,041 | $1.74M | shares |
| VTEBVANGUARD MUN BD FDS | 33,211 | $1.7M | shares |
| NUDMNUSHARES ETF TR | 50,126 | $1.69M | shares |
| UNIVERSAL STAINLESS & ALLOYUNIVERSAL STAINLESS & ALLOY | 42,609 | $1.65M | shares |
| MCHIISHARES TR | 32,120 | $1.64M | shares |
| TTDTHE TRADE DESK INC | 14,660 | $1.61M | shares |
| SCHYSCHWAB STRATEGIC TR | 56,726 | $1.49M | shares |
| GOFGUGGENHEIM STRATEGIC OPPORTU | 92,510 | $1.46M | shares |
| UNILEVER PLCUNILEVER PLC | 22,251 | $1.45M | shares |
| SPYINEOS ETF TRUST | 27,142 | $1.39M | shares |
| RDVIFIRST TR EXCHANGE-TRADED FD | 55,985 | $1.38M | shares |
| RYROYAL BK CDA | 11,033 | $1.38M | shares |
| MDTMEDTRONIC PLC | 15,007 | $1.36M | shares |
| FTSDFRANKLIN ETF TR | 14,750 | $1.35M | shares |
| AVDVAMERICAN CENTY ETF TR | 18,878 | $1.33M | shares |
| TJXTJX COS INC NEW | 11,263 | $1.32M | shares |
| BNDCFLEXSHARES TR | 55,213 | $1.26M | shares |
| XBISPDR SERIES TRUST | 12,291 | $1.21M | shares |
| MBBISHARES TR | 12,523 | $1.2M | shares |
| NVSNOVARTIS AG | 10,386 | $1.2M | shares |
| DTDWISDOMTREE TR | 14,659 | $1.12M | shares |
| SPEMSPDR INDEX SHS FDS | 26,130 | $1.08M | shares |
| GSEPFIRST TR EXCHNG TRADED FD VI | 30,627 | $1.06M | shares |
| HELOJ P MORGAN EXCHANGE TRADED F | 16,754 | $1.02M | shares |
| KORPAMERICAN CENTY ETF TR | 20,948 | $1.01M | shares |
| VRPINVESCO EXCH TRADED FD TR II | 37,331 | $913K | shares |
| EFAVISHARES TR | 11,541 | $885K | shares |
| XYLGGLOBAL X FDS | 21,273 | $874K | shares |
| EEMVISHARES INC | 13,773 | $864K | shares |
| QQQINEOS ETF TRUST | 16,694 | $857K | shares |
| BXMTBLACKSTONE MORTGAGE TRUST IN | 43,219 | $842K | shares |
| SPIBSPDR SERIES TRUST | 24,779 | $835K | shares |
| HOMBHOME BANCSHARES INC | 30,781 | $834K | shares |
| RYLDGLOBAL X FDS | 51,523 | $833K | shares |
| IBTLISHARES TR | 37,358 | $786K | shares |
| DUHPDIMENSIONAL ETF TRUST | 22,519 | $767K | shares |
| HPFHANCOCK JOHN PFD INCOME FD I | 44,238 | $766K | shares |
| LCTUBLACKROCK ETF TRUST | 12,075 | $758K | shares |
| BSTBLACKROCK SCIENCE & TECHNOLO | 21,245 | $753K | shares |
| ILTBISHARES TR | 14,062 | $749K | shares |
| VEUVANGUARD INTL EQUITY INDEX F | 11,410 | $719K | shares |
| USXFISHARES TR | 13,657 | $670K | shares |
| WPMWHEATON PRECIOUS METALS CORP | 10,091 | $616K | shares |
| SBSISOUTHSIDE BANCSHARES INC | 16,937 | $566K | shares |
| XHLFBONDBLOXX ETF TRUST | 10,643 | $537K | shares |
| QDECFIRST TR EXCHNG TRADED FD VI | 19,110 | $532K | shares |
| GDXVANECK ETF TRUST | 13,084 | $521K | shares |
| CGGRCAPITAL GROUP GROWTH ETF | 14,797 | $515K | shares |
| PPIINVESTMENT MANAGERS SER TR I | 33,086 | $513K | shares |
| VTIPVANGUARD MALVERN FDS | 10,390 | $512K | shares |
| DNLWISDOMTREE TR | 12,722 | $501K | shares |
| SRLNSSGA ACTIVE ETF TR | 11,577 | $483K | shares |
| ISHARES TRISHARES TR | 20,604 | $480K | shares |
| RWOSPDR INDEX SHS FDS | 10,056 | $478K | shares |
| AAALCOA CORP | 12,322 | $475K | shares |
| IBDXISHARES TR | 20,155 | $473K | shares |
| IQDGWISDOMTREE TR | 11,984 | $469K | shares |
| IBTOISHARES TR | 18,502 | $465K | shares |
| DEMWISDOMTREE TR | 10,441 | $460K | shares |
| CLSETRUST FOR PROFESSIONAL MANAG | 20,518 | $457K | shares |
| LXULSB INDS INC | 53,154 | $427K | shares |
| ORIOLD REP INTL CORP | 11,714 | $415K | shares |
| JUNMFIRST TR EXCHNG TRADED FD VI | 13,016 | $401K | shares |
| EBNDSPDR SERIES TRUST | 18,052 | $384K | shares |
| SMRIEA SERIES TRUST | 12,444 | $381K | shares |
| BBLUEA SERIES TRUST | 29,720 | $378K | shares |
| PLUGPLUG PWR INC | 166,055 | $375K | shares |
| IBHHISHARES TR | 14,860 | $354K | shares |
| CGGOCAPITAL GROUP GBL GROWTH EQT | 11,642 | $351K | shares |
| SILASILA REALTY TRUST INC | 13,149 | $333K | shares |
| IBTJISHARES TR | 14,817 | $328K | shares |
| Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF | 52,299 | $294K | shares |
| FLNGFLEX LNG LTD | 10,950 | $279K | shares |
| HTDHANCOCK JOHN TAX-ADVANTAGED | 11,651 | $271K | shares |
| TGNATEGNA INC | 13,479 | $214K | shares |
| NUNU HLDGS LTD | 15,356 | $210K | shares |
| HPIHANCOCK JOHN PFD INCOME FD | 10,900 | $207K | shares |
| NGNOVAGOLD RESOURCES INC | 50,500 | $207K | shares |
| BHRBRAEMAR HOTELS & RESORTS INC | 64,141 | $201K | shares |
| PBR-APETROLEO BRASILEIRO S A | 14,707 | $200K | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001633697-25-000003 | base | 2025-02-07 | acceptance time not in the bulk data set |