Sowell-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "JWN",
  "HYT",
  null,
  "MMSI",
  "PINS",
  "SE",
  "INSM",
  "ARES",
  "ITRI",
  "FLEX",
  "MPWR",
  "GRAB",
  "ARGX",
  "INMD",
  null,
  null,
  "GDX",
  null,
  null,
  null,
  null,
  null,
  "AGI.TO",
  "NLY",
  "PBR-A",
  "RJF",
  "AFG",
  "AQN",
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  null,
  null,
  "RF",
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  "ARM",
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  null,
  null,
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  null,
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  null,
  null,
  "KBR",
  null,
  null,
  "MMM",
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  "ABT",
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  null,
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  "APD",
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  "SFNC",
  null,
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  null,
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "AVT",
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  "AXP",
  "JQC",
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  "AXL",
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  "AIG",
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  "T",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "GM",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  "AWK",
  null,
  null,
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  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 1,007
Total Value: 2197375992
Accession Number: 0001633697-25-000006
Form Type: 13F-HR
CIK: sowell-financial-services
Manager Name: Sowell-Financial-Services

Data Enrichment

70% identified

709 identified298 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,007 positions • $2.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 51

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Apple Inc.

AAPL|037833100

Shares:399.7K

Value:$88.8M

% of Portfolio:4.0% ($88.8M/$2.2B)

MICROSOFT CORP

MSFT|594918104

Shares:153.6K

Value:$57.7M

% of Portfolio:2.6% ($57.7M/$2.2B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:117.7K

Value:$55.2M

% of Portfolio:2.5% ($55.2M/$2.2B)

464287200

IVV|464287200

Shares:87.4K

Value:$49.1M

% of Portfolio:2.2% ($49.1M/$2.2B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:76.5K

Value:$42.8M

% of Portfolio:1.9% ($42.8M/$2.2B)

NVIDIA CORP

NVDA|67066G104

Shares:390.5K

Value:$42.3M

% of Portfolio:1.9% ($42.3M/$2.2B)

AMAZON COM INC

AMZN|023135106

Shares:218.7K

Value:$41.6M

% of Portfolio:1.9% ($41.6M/$2.2B)

47103U845

Shares:587.8K

Value:$29.8M

% of Portfolio:1.4% ($29.8M/$2.2B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:55.7K

Value:$29.7M

% of Portfolio:1.3% ($29.7M/$2.2B)

46432F339

QUAL|46432F339

Shares:166.0K

Value:$28.4M

% of Portfolio:1.3% ($28.4M/$2.2B)

90214Q105

Shares:861.0K

Value:$24.9M

% of Portfolio:1.1% ($24.9M/$2.2B)

72201R775

Shares:263.2K

Value:$24.3M

% of Portfolio:1.1% ($24.3M/$2.2B)

464287226

Shares:207.7K

Value:$20.5M

% of Portfolio:0.9% ($20.5M/$2.2B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:20.9K

Value:$19.7M

% of Portfolio:0.9% ($19.7M/$2.2B)

00775Y728

Shares:590.5K

Value:$19.2M

% of Portfolio:0.9% ($19.2M/$2.2B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:73.7K

Value:$18.1M

% of Portfolio:0.8% ($18.1M/$2.2B)

Mastercard Inc

MA|57636Q104

Shares:32.9K

Value:$18.0M

% of Portfolio:0.8% ($18.0M/$2.2B)

46138E669

Shares:852.8K

Value:$16.9M

% of Portfolio:0.8% ($16.9M/$2.2B)

46432F842

IEFA|46432F842

Shares:215.1K

Value:$16.3M

% of Portfolio:0.7% ($16.3M/$2.2B)

46436E718

Shares:154.2K

Value:$15.5M

% of Portfolio:0.7% ($15.5M/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	399.7K	QoQ +0.56% (-2.2K) YoY +2.93% (+11.4K)	All Managers (Combined)	$88.8M	4.0% ($88.8M/$2.2B)	QoQ -10.79% (-$10.7M) YoY +33.34% (+$22.2M)
MICROSOFT CORP(MSFTcusip594918104)	153.6K	QoQ -1.63% (-2.6K) YoY +2.84% (-4.3K)	All Managers (Combined)	$57.7M	2.6% ($57.7M/$2.2B)	QoQ -12.39% (-$8.2M) YoY -8.23% (-$5.2M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	117.7K	QoQ +1.89% (-2.2K) YoY -12.51% (-16.8K)	All Managers (Combined)	$55.2M	2.5% ($55.2M/$2.2B)	QoQ -6.53% (-$3.9M) YoY -7.73% (-$4.6M)
(IVVcusip464287200)	87.4K	QoQ +10.93% (+8.6K) YoY -24.57% (-28.5K)	All Managers (Combined)	$49.1M	2.2% ($49.1M/$2.2B)	QoQ +5.88% (+$2.7M) YoY -19.38% (-$11.8M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	76.5K	QoQ +9.49% (+6.6K) YoY +4.69% (+3.4K)	All Managers (Combined)	$42.8M	1.9% ($42.8M/$2.2B)	QoQ +4.50% (+$1.8M) YoY +11.61% (+$4.5M)
NVIDIA CORP(NVDAcusip67066G104)	390.5K	QoQ -14.00% (-63.6K) YoY +671.04% (-339.9K)	All Managers (Combined)	$42.3M	1.9% ($42.3M/$2.2B)	QoQ -30.59% (-$18.7M) YoY -7.51% (-$3.4M)
AMAZON COM INC(AMZNcusip023135106)	218.7K	QoQ -0.89% (-2.0K) YoY -11.64% (-28.8K)	All Managers (Combined)	$41.6M	1.9% ($41.6M/$2.2B)	QoQ -14.05% (-$6.8M) YoY -6.80% (-$3.0M)
(cusip47103U845)✕	587.8K	QoQ +12.94% (+67.4K) YoY NEW(+587.8K)	All Managers (Combined)	$29.8M	1.4% ($29.8M/$2.2B)	QoQ +12.94% (+$3.4M) YoY NEW(+$29.8M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	55.7K	QoQ -0.88% (-498) YoY -14.73% (-9.6K)	All Managers (Combined)	$29.7M	1.3% ($29.7M/$2.2B)	QoQ +16.45% (-$4.2M) YoY +7.98% (-$2.2M)
(QUALcusip46432F339)	166.0K	QoQ +1.57% (-2.6K) YoY -13.18% (-25.2K)	All Managers (Combined)	$28.4M	1.3% ($28.4M/$2.2B)	QoQ -2.52% (-$736.2K) YoY -9.72% (-$3.1M)
(cusip90214Q105)✕	861.0K	QoQ +12.45% (+95.3K) YoY +12.69% (+97.0K)	All Managers (Combined)	$24.9M	1.1% ($24.9M/$2.2B)	QoQ +9.89% (+$2.2M) YoY +4.37% (+$1.0M)
(cusip72201R775)✕	263.2K	QoQ +14.68% (+33.7K) YoY +119.12% (+143.1K)	All Managers (Combined)	$24.3M	1.1% ($24.3M/$2.2B)	QoQ +17.28% (+$3.6M) YoY +120.57% (+$13.3M)
(cusip464287226)✕	207.7K	QoQ +14.12% (+25.7K) YoY +44.36% (+63.8K)	All Managers (Combined)	$20.5M	0.9% ($20.5M/$2.2B)	QoQ +16.50% (+$2.9M) YoY +45.80% (+$6.5M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	20.9K	QoQ -1.28% (-272) YoY +47.89% (+6.8K)	All Managers (Combined)	$19.7M	0.9% ($19.7M/$2.2B)	QoQ +1.89% (-$367.0K) YoY +90.93% (+$9.4M)
(cusip00775Y728)✕	590.5K	QoQ NEW(+590.5K) YoY NEW(+590.5K)	All Managers (Combined)	$19.2M	0.9% ($19.2M/$2.2B)	QoQ NEW(+$19.2M) YoY NEW(+$19.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	73.7K	QoQ +1.84% (+1.3K) YoY -11.52% (-9.6K)	All Managers (Combined)	$18.1M	0.8% ($18.1M/$2.2B)	QoQ +4.21% (+$731.0K) YoY +8.35% (-$1.4M)
Mastercard Inc(MAcusip57636Q104)	32.9K	QoQ -4.32% (-1.5K) YoY +97.39% (+16.2K)	All Managers (Combined)	$18.0M	0.8% ($18.0M/$2.2B)	QoQ -0.41% (-$74.5K) YoY +124.67% (+$10.0M)
(cusip46138E669)✕	852.8K	QoQ +13.65% (+102.5K) YoY +29.72% (+195.4K)	All Managers (Combined)	$16.9M	0.8% ($16.9M/$2.2B)	QoQ +14.63% (+$2.2M) YoY +30.38% (+$3.9M)
(IEFAcusip46432F842)	215.1K	QoQ +2.75% (+5.8K) YoY +30.81% (+50.7K)	All Managers (Combined)	$16.3M	0.7% ($16.3M/$2.2B)	QoQ +10.60% (+$1.6M) YoY +33.33% (+$4.1M)
(cusip46436E718)✕	154.2K	QoQ +11.63% (+16.1K) YoY +76.15% (+66.7K)	All Managers (Combined)	$15.5M	0.7% ($15.5M/$2.2B)	QoQ +12.02% (+$1.7M) YoY +76.08% (+$6.7M)