Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOWELL FINANCIAL SERVICES LLC | 01-24-2024 | 12-31-2023 | 526 | 1,845,952,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $78,034,000 | 405,309 | 0.00 | 0.00 | 819 | 0.20 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $56,509,000 | 118,311 | 0.00 | 0.00 | -6,265 | -5.03 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $56,332,000 | 137,484 | 0.00 | 0.00 | 8,036 | 6.21 | 12-31-2023 |
| MICROSOFT CORP | COM | 4 | $55,140,000 | 146,633 | 0.00 | 0.00 | 10,370 | 7.61 | 12-31-2023 |
