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Ryan Tite

Sowell Financial Services Llc

Assets Managed
$2.704B
Holdings
1123
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-0.67%(2Q avg: 1.9%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sowell Financial Services Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1123 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.704B in assets, with a quarterly growth rate of -0.67% and a 2-quarter average growth rate of 1.9%. The portfolio is managed by Ryan Tite, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.29%
4.01%
$108.211M
426,381 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.37%
2.6%
$70.137M
402,159 shares@ $174.41 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.88%
2.58%
$69.661M
120,693 shares@ $577.18 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 5.15%
2.13%
$57.54M
88,477 shares@ $650.34 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -5.61%
2.12%
$57.133M
87,465 shares@ $653.21 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.34%
2.05%
$55.367M
149,571 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.12%
1.71%
$46.121M
221,447 shares@ $208.27 avg price
WLDR
Affinity World Leaders Equit
Recent Activity
Increased 1.76%
1.49%
$40.15M
1.08M shares@ $37.19 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 3.37%
1.35%
$36.255M
719,766 shares@ $50.38 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 2.06%
1.25%
$33.743M
175,920 shares@ $191.82 avg price

1-10 of 1123