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Ryan Tite

Sowell Financial Services Llc

Assets Managed
$3.06B
Holdings
1162
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
13.18%(2Q avg: 6.25%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sowell Financial Services Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1162 positions.

Assets under management

The assets under management (AUM) of Sowell Financial Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 3.06B in assets, with a quarterly growth rate of 13.18% and a 2-quarter average growth rate of 6.25%. The portfolio is managed by Ryan Tite, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.32%
3.98%
$121.738M
420,714 shares@ $289.36 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.07%
2.94%
$89.822M
121,974 shares@ $736.4 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.74%
2.71%
$82.665M
413,140 shares@ $200.1 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.3%
2.11%
$64.549M
86,438 shares@ $746.77 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -9.08%
1.95%
$59.554M
79,523 shares@ $748.9 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.57%
1.86%
$56.665M
151,909 shares@ $373.02 avg price
WLDR
Affinity World Leaders Equit
Recent Activity
Increased 10.26%
1.81%
$55.319M
1.19M shares@ $46.48 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.63%
1.74%
$53.107M
222,822 shares@ $238.35 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 1.03%
1.28%
$38.998M
177,723 shares@ $219.43 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.87%
1.17%
$35.723M
99,960 shares@ $357.37 avg price

1-10 of 1162