Managers / Q1 2022 · view latest →
Sowell Financial Services LLC
CIK 0001633697 · 5320 NORTHSHORE DRIVE, NORTH LITTLE ROCK, AR, 72118 · 5012375720
Reported Value
$572M
Q1 2022
Positions
173
Filings on Record
29
2019–present window
Filed
May 13, 2022
original filing
Summary
Sowell Financial Services Llc reported $572M in U.S.-listed holdings across 173 positions for Q1 2022.
Its largest position, DVY, represents 19.8% of the portfolio.
Compared with Q4 2021, the fund opened 45 new positions and exited 379.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.7B | 1,123 | Apr 20, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.7B | 1,106 | Jan 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.6B | 1,068 | Oct 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $2.5B | 1,040 | Jul 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $2.2B | 1,007 | Apr 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.9B | 505 | Feb 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $2.2B | 530 | Oct 4, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $2.1B | 521 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $2.1B | 544 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.8B | 526 | Jan 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.6B | 506 | Nov 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.8B | 550 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1M | 759 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.5B | 522 | Feb 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $992M | 400 | Nov 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.1B | 278 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $572M | 173 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.7B | 507 | Feb 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.5B | 473 | Nov 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.5B | 514 | Aug 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $2.9B | 3,253 | May 7, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $2.3B | 2,829 | Jan 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $2.0B | 2,678 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.8B | 2,638 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $1.4B | 2,621 | May 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.3B | 2,655 | Feb 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $1.2B | 2,548 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $896M | 578 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.