Sowell Financial Services LLC

Q1 2026 13F-HR Holdings

Location
North Little Rock, AR
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
1,123
Total value ($000)
$2,704,031
Net value change ($000)
-18,291 (-0.7%)
New positions
93
Sold out positions
76
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWS 6,223 546.4%
APD 5,454 504.5%
FLDR 4,529 155.8%
XOM 4,512 33.0%
FTGC 3,819 NEW
CVX 3,794 32.8%
COST 3,200 20.5%
XIJN 2,928 NEW
SMH 2,730 18.8%
CAT 2,639 24.7%
Top Reduces (Value $000, Stocks/ETFs)
BOND -24,212 -97.8%
MSFT -14,633 -20.9%
AAPL -8,049 -6.9%
IWP -8,045 -90.7%
DYNF -7,586 -85.3%
IVV -6,338 -10.0%
PHYS -5,828 -83.9%
SLV -5,144 -33.8%
NVDA -4,593 -6.1%
IWF -4,288 -30.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type