Sowell Financial Services LLC Q3 vs. Q4 2022: A Comparison of Top Fund Holdings

Investing in the stock market can be a tricky business, but keeping up with changes in fund holdings is crucial for any investor who wants to make informed decisions. The latest 13F holdings comparison of Sowell Financial Services LLC reveals some interesting changes in the company's portfolio from Q3 to Q4 in 2022.

Before we dive into the details of the changes, let's take a brief look at what a 13F report is. The Securities and Exchange Commission (SEC) requires all institutional investment managers with more than $100 million in assets under management to file a 13F form quarterly. This form contains information about the manager's holdings of publicly traded securities at the end of the quarter.

Now, let's look at some of the significant changes in Sowell Financial Services LLC's top holdings between Q3 and Q4 of 2022:

Apple Inc (AAPL)

Apple Inc, one of the largest companies in the world, was not held by Sowell Financial Services LLC in Q3. However, they acquired 424,519 shares worth $55,158,000 in Q4, making it one of their top holdings for the quarter.

JPMorgan Ultra Short Income ETF (JPST)

JPST, which was already a top holding in Q3, saw a significant increase in the number of shares held by Sowell Financial Services LLC, going from 745,153 shares in Q3 to 1,319,906 shares in Q4. This increase led to a 77.3% growth in the value of their investment in the ETF.

iShares Silver Trust ETF (SLV)

Another ETF that saw significant growth in Sowell Financial Services LLC's portfolio was the iShares Silver Trust ETF (SLV). The number of shares held increased from 143,471 in Q3 to 939,999 in Q4, a staggering 724.3% increase. This led to a 724.3% growth in the value of their investment in the ETF.

Vanguard S&P 500 ETF (VOO)

While VOO remained a top holding for Sowell Financial Services LLC in both Q3 and Q4, the number of shares held decreased by 12,302. This led to a 14.9% decrease in the value of their investment in the ETF.

Verizon Communicatn (VZ)

Verizon Communicatn was another top holding that saw a massive increase in the number of shares held by Sowell Financial Services LLC, going from 211,460 shares in Q3 to a whopping 292,596 shares in Q4. This led to a 43.6% growth in the value of their investment in Verizon Communicatn.

Berkshire Hathaway Class B (BRK-B)

Sowell Financial Services LLC did not hold any shares of Berkshire Hathaway Class B in Q3, but they acquired 64,392 shares worth $19,891,000 in Q4.

Overall, Sowell Financial Services LLC's top holdings saw a lot of changes between Q3 and Q4 of 2022. While some holdings saw significant increases in the number of shares held and the value of the investment, others saw decreases or were not held at all. As an investor, it's important to keep up with these changes to make informed investment decisions.