Sowell Financial Services LLC
All 13F Filings
- Location
- North Little Rock, AR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,722,322
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 1,106 | 2,722,322 | 13F-HR | Sowell Financial Services LLC |
| Q3 2025 | 10/17/2025 | 1,068 | 2,606,061 | 13F-HR | Sowell Financial Services LLC |
| Q2 2025 | 7/14/2025 | 1,040 | 2,455,389 | 13F-HR | Sowell Financial Services LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.204 M | 81.0% | 85.96 K | 0 | 85.96 K |
| ETFs | 488.2 K | 17.9% | 31.02 K | 0 | 31.02 K |
| Debt | 24 K | 0.9% | 0 | 953 | -953 |
| Other | 4.754 K | 0.2% | 260 | 0 | 260 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
2,722,322
Holdings
1106
QoQ value change ($000)
116,261
(4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.