Fund HoldingsSowell Financial Services LLC

Total Portfolio Value
$3.06B
Total Bought
$396.98M
Total Sold
$489.30M
Net Transaction
-$92.32M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVESCO QQQ TR120,693121,974+1,28169,66189,8222.94%+20,160
VANECK ETF TRUST
SEMICONDUCTR ETF
45,03751,206+6,16917,26733,5851.10%+16,318
TWO RDS SHARED TR
SIMP AF WORL ETF
1,079,6021,190,369+110,76740,15055,3191.81%+15,169
APPLE INC(AAPL)426,381420,714-5,667108,211121,7383.98%+13,527
NVIDIA CORPORATION(NVDA)402,159413,140+10,98170,13782,6652.70%+12,529
MICRON TECHNOLOGY INC(MU)15,59414,587-1,0075,26816,8370.55%+11,569
ADVANCED MICRO DEVICES INC(AMD)23,16922,512-6574,71313,0770.43%+8,364
ADVISORS INNER CIRCLE FD III
RAYLIANT NXTGEN
808,072909,879+101,80725,74934,1071.11%+8,358
ALPHABET INC(GOOG)98,13399,960+1,82728,21935,7231.17%+7,504
VANGUARD INDEX FDS80,306105,151+24,84515,75622,9160.75%+7,160
STATE STR SPDR S&P 500 ETF T(SPY)88,47786,438-2,03957,54064,5492.11%+7,009
AMAZON COM INC(AMZN)221,447222,822+1,37546,12153,1071.74%+6,987
DELL TECHNOLOGIES INC(DELL)24,70324,219-4844,05410,4490.34%+6,395
SELECT SECTOR SPDR TR
ST STR FINL ETF
105,124200,394+95,2705,19010,7430.35%+5,553
GOLDMAN SACHS ETF TR
ACCESS US AGRAT
267,637399,487+131,85011,05916,4430.54%+5,384
CATERPILLAR INC(CAT)18,78017,536-1,24413,30518,6740.61%+5,369
GOLDMAN SACHS ETF TR47,96693,745+45,7794,2979,6650.32%+5,368
ISHARES TR
MSCI USA QLT FCT
175,920177,723+1,80333,74338,9981.27%+5,254
ISHARES TR15,27515,471+1965,0209,9130.32%+4,893
ISHARES U S ETF TR
IT RT HDG HGYL
054,724+54,72404,7400.15%+4,740
SELECT SECTOR SPDR TR
ST STR TECHN ETF
83,58283,110-47211,10815,8340.52%+4,726
CISCO SYS INC(CSCO)118,978118,543-4359,23213,9240.46%+4,692
ALPHABET INC(GOOG)75,56674,614-95221,67726,3630.86%+4,687
LAM RESEARCH CORP(LRCX)19,79019,705-854,2288,5390.28%+4,310
INVESCO EXCH TRADED FD TR II132,415891,794+759,37913,32917,5680.57%+4,239
MARVELL TECHNOLOGY INC(MRVL)22,91921,559-1,3602,2706,4220.21%+4,152
GOLDMAN SACHS ETF TR
MAR 1000 GRO ETF
60,559111,005+50,4463,5117,5760.25%+4,065
VANGUARD INDEX FDS27,06129,290+2,22916,17120,1170.66%+3,946
ISHARES TR23,314107,490+84,1769,94113,3470.44%+3,406
GOLDMAN SACHS ETF TR55,53896,854+41,3163,8827,2780.24%+3,396
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
54,51071,823+17,3135,9799,1800.30%+3,200
JPMORGAN CHASE & CO(JPM)67,82670,498+2,67219,95223,0760.75%+3,125
SPDR SERIES TRUST
ST STR P500ETF
208,861216,943+8,08215,98619,0650.62%+3,079
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
11,16861,933+50,7656683,6990.12%+3,032
BROADCOM INC(AVGO)52,98551,418-1,56716,39919,4230.63%+3,024
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
0116,223+116,22303,0150.10%+3,015
INVESCO ACTVELY MNGD ETC FD
AGRI CMDTY STRA
084,015+84,01502,9930.10%+2,993
PALO ALTO NETWORKS INC(PANW)15,72316,080+3572,5215,4830.18%+2,963
KLA CORP(KLAC)2,75823,257+20,4994,0617,0170.23%+2,956
INTEL CORP(INTC)40,06933,834-6,2351,7684,7240.15%+2,956
ADVISORS INNER CIRCLE FD III
RAYLIANT NXTGEN
87,760150,908+63,1482,5535,4900.18%+2,937
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
43,45243,734+28210,32513,2500.43%+2,925
TAIWAN SEMICONDUCTOR MANUFAC(TSM)20,06920,143+746,7829,6200.31%+2,837
APPLIED MATLS INC11,9359,549-2,3864,0796,9040.23%+2,824
ELI LILLY & CO(LLY)6,8967,621+7256,3439,1400.30%+2,798
VALERO ENERGY CORP(VLO)10,36320,445+10,0822,5615,3250.17%+2,764
GLOBAL X FDS
GLOBAL X URANIUM
8,75172,174+63,4234243,1540.10%+2,730
ISHARES TR32,59538,915+6,3206,9659,4340.31%+2,470
SPDR SERIES TRUST
ST STR SP REGBNK
5,91237,940+32,0283852,8400.09%+2,455
ISHARES TR87,46579,523-7,94257,13359,5541.95%+2,422
ISHARES TR
MSCI USA MMENTM
14,58417,189+2,6053,5005,8930.19%+2,393
PROSHARES TR
ULTRAPRO QQQ
35,81947,004+11,1851,4933,8070.12%+2,314
ARGAN INC02,892+2,89202,3090.08%+2,309
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
011,666+11,66602,2800.07%+2,280
SCHWAB STRATEGIC TR82,992119,139+36,1474,0616,2860.21%+2,225
VANGUARD INDEX FDS23,69926,455+2,7567,6039,7890.32%+2,186
GOLDMAN SACHS ETF TR62,936109,656+46,7202,8825,0340.16%+2,152
CROWDSTRIKE HLDGS INC(CRWD)5,5035,628+1252,1494,2950.14%+2,146
VISA INC(V)41,46742,782+1,31512,53314,6780.48%+2,145
AMPHENOL CORP46,50545,258-1,2475,8767,9800.26%+2,104
NEBIUS GROUP N.V.(NBIS)12,95812,372-5861,3443,4170.11%+2,072
ISHARES TR33,14834,238+1,0908,22110,2870.34%+2,066
ISHARES TR9,01116,624+7,6131,9714,0300.13%+2,059
COLUMBIA ETF TR II
EM CORE EX ETF
038,020+38,02002,0100.07%+2,010
AMPLIFY ETF TR62,37963,504+1,1254,6846,6630.22%+1,979
BERKSHIRE HATHAWAY INC DEL59,75861,173+1,41528,63630,6101.00%+1,974
GE VERNOVA INC(GEV)4,3714,884+5133,8155,7380.19%+1,922
GOLDMAN SACHS ETF TR61,27567,547+6,2727,6679,5840.31%+1,917
INTERNATIONAL BUSINESS MACHS(IBM)37,43739,076+1,6399,07410,9880.36%+1,914
PREFORMED LINE PRODS CO(PLPC)04,615+4,61501,8950.06%+1,895
MORGAN STANLEY(MS)40,46740,917+4506,6608,5530.28%+1,894
FIDELITY MERRIMACK STR TR148,563185,411+36,8487,4369,2910.30%+1,855
GOLDMAN SACHS ETF TR
MAR 1000 VAL ETF
33,28158,966+25,6851,8263,6720.12%+1,845
DIMENSIONAL ETF TRUST
US CORE EQT MKT
227,626232,961+5,33510,27012,0420.39%+1,771
FIDELITY COVINGTON TRUST
ENHANCED LARGE
7,67746,984+39,3072882,0560.07%+1,768
ISHARES INC
CORE MSCI EMKT
137,669137,183-4869,60211,3640.37%+1,762
META PLATFORMS INC(META)33,51937,116+3,59719,17720,9070.68%+1,730
ISHARES TR
CORE MSCI EAFE
243,601246,223+2,62222,05323,7800.78%+1,727
GOLDMAN SACHS ETF TR40,83673,604+32,7682,0163,5960.12%+1,579
FIRST TR EXCHANGE-TRADED FD13,85113,582-2692,9924,5460.15%+1,554
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
139,563139,412-1519,89611,4230.37%+1,527
REALTY INCOME CORP(O)44,56368,290+23,7272,7264,2310.14%+1,505
ORMAT TECHNOLOGIES INC(ORA)013,812+13,81201,5040.05%+1,504
ISHARES TR46,95049,405+2,4555,3106,7950.22%+1,484
VANGUARD INDEX FDS29,828124,472+94,6448,56610,0290.33%+1,463
ISHARES TR38,26039,094+8345,5376,9820.23%+1,446
GOLDMAN SACHS ETF TR15,27528,249+12,9741,1392,5780.08%+1,439
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
123,551125,775+2,22412,77214,1980.46%+1,426
ABBVIE INC(ABBV)44,81344,316-4979,74611,1520.36%+1,406
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
032,000+32,00001,3770.05%+1,377
AXON ENTERPRISE INC(AXON)7,5588,133+5753,2104,5590.15%+1,350
PHILLIPS 66(PSX)10,65319,421+8,7681,9413,2830.11%+1,342
BANK AMERICA CORP238,397226,850-11,54711,62212,9260.42%+1,304
MICROSOFT CORP(MSFT)149,571151,909+2,33855,36756,6651.85%+1,298
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
2,5632,333-2301,0042,2510.07%+1,247
GE AEROSPACE(GE)12,98713,158+1713,6854,9180.16%+1,232
AMKOR TECHNOLOGY INC27,27628,286+1,0101,2282,4390.08%+1,211
ISHARES TR27,22826,940-2883,2274,4070.14%+1,180
BEL FUSE INC7,2147,793+5791,4282,5950.08%+1,167
JABIL INC(JBL)8,3128,750+4382,2083,3730.11%+1,165
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