Long-term investor
Sowell Financial Services LLC @sowellfinancialservicesl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001633697).
Record
- Tracked since 2025-06-30 (454 days), 79 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +988.1% · all +988.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.0% · long · since 2025-06-30
- 46090E103 · 2.9% · long · since 2025-06-30
- NVDA · 2.7% · long · since 2025-06-30
- 78462F103 · 2.1% · long · since 2025-06-30
- 464287200 · 1.9% · long · since 2025-06-30
- MSFT · 1.9% · long · since 2025-06-30
- 90214Q105 · 1.8% · long · since 2025-06-30
- AMZN · 1.7% · long · since 2025-06-30
- 46432F339 · 1.3% · long · since 2025-06-30
- GOOGL · 1.2% · long · since 2025-06-30
- 00775Y728 · 1.1% · long · since 2025-06-30
- 92189F676 · 1.1% · long · since 2025-06-30