Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOWELL FINANCIAL SERVICES LLC | 05-03-2024 | 03-31-2024 | 544 | 2,119,995,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $66,592,000 | 388,335 | 0.00 | 0.00 | -16,974 | -4.19 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $63,528,000 | 244,433 | 0.00 | 0.00 | 173,694 | 245.54 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $62,832,000 | 149,343 | 0.00 | 0.00 | 2,710 | 1.85 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 4 | $60,899,000 | 115,837 | 0.00 | 0.00 | -2,474 | -2.09 | 03-31-2024 |
