Sowell Financial Services LLC
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$3.2B
Holdings
1,123
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (44.9k shares)
4.0%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (203.0k shares)
2.6%
03
$NDQ
INVESCO QQQ TR
Q1 2026: New position (1.78M shares)
2.6%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (864.6k shares)
2.1%
05
$IVV
ISHARES TR
Q1 2026: New position (311.4k shares)
2.1%
06
$MSFT
MICROSOFT CORP
Q1 2026: New position (42.0k shares)
2.0%
07
$AMZN
AMAZON COM INC
Q1 2026: New position (74.6k shares)
1.7%
08
$WLDR
TWO RDS SHARED TR
Held since at least Q1 2024
1.5%
09
$JAAA
JANUS DETROIT STR TR
Held since at least Q1 2024
1.3%
10
$QUAL
ISHARES TR
Held since at least Q1 2024
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:15 UTC.