Sowell-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "JWN",
  "HYT",
  null,
  "MMSI",
  "PINS",
  "SE",
  "INSM",
  "ARES",
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  "FLEX",
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  "INMD",
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "AGI.TO",
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  "PBR-A",
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  null,
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  null,
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  null,
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  null,
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]

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 • $2,197,375.992K total value

1,007 positions

Manager:

SEC FilingSEC DataHachi Filing

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464287499

IWR|464287499

Shares:30.2K

Value:$2.6M

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:75.0K

Value:$2.6M

464287549

Shares:27.9K

Value:$2.5M

Fox Corp

FOXA|35137L105

Shares:44.3K

Value:$2.5M

Salesforce, Inc.

CRM|79466L302

Shares:9.3K

Value:$2.5M

33738R407

Shares:133.0K

Value:$2.5M

464286475

Shares:45.1K

Value:$2.5M

46429B655

Shares:49.1K

Value:$2.5M

46137V233

Shares:53.6K

Value:$2.5M

81369Y407

Shares:12.5K

Value:$2.5M

Public Storage

PSA|74460D109

Shares:8.2K

Value:$2.4M

78464A649

Shares:94.3K

Value:$2.4M

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:11.4K

Value:$2.4M

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:3

Value:$2.4M

FIRSTENERGY CORP

FE|337932107

Shares:58.7K

Value:$2.4M

921943858

VEA|921943858

Shares:46.6K

Value:$2.4M

NIKE, Inc.

NKE|654106103

Shares:37.2K

Value:$2.4M

74347R107

Shares:28.5K

Value:$2.4M

International General Insurance Holdings Ltd.

IGIC|G4809J106

Shares:89.6K

Value:$2.4M

25434V732

Shares:88.8K

Value:$2.3M

Instrument	Shares		Other Manager	Value
(IWRcusip464287499)	30.2K	QoQ -0.09% (-28) YoY +6.31% (+1.8K)	All Managers (Combined)	$2.6M	QoQ -3.85% (-$103.0K) YoY +7.56% (+$180.7K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	75.0K	QoQ -0.46% (-354) YoY +14.74% (+9.6K)	All Managers (Combined)	$2.6M	QoQ +8.35% (-$197.4K) YoY +34.22% (+$653.0K)
(cusip464287549)✕	27.9K	QoQ +0.12% (-35) YoY +1.47% (+406)	All Managers (Combined)	$2.5M	QoQ -11.07% (-$315.3K) YoY +6.76% (+$160.5K)
Fox Corp(FOXAcusip35137L105)	44.3K	QoQ NEW(+44.3K) YoY NEW(+44.3K)	All Managers (Combined)	$2.5M	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
Salesforce, Inc.(CRMcusip79466L302)	9.3K	QoQ NEW(+9.3K) YoY -55.55% (-11.7K)	All Managers (Combined)	$2.5M	QoQ NEW(+$2.5M) YoY -60.45% (-$3.8M)
(cusip33738R407)✕	133.0K	QoQ +0.49% (-656) YoY +58.94% (+49.3K)	All Managers (Combined)	$2.5M	QoQ -9.01% (-$248.4K) YoY +45.86% (+$788.5K)
(cusip464286475)✕	45.1K	QoQ +4.37% (-1.9K) YoY +14.78% (+5.8K)	All Managers (Combined)	$2.5M	QoQ -0.16% (-$4.2K) YoY +8.47% (+$195.8K)
(cusip46429B655)✕	49.1K	QoQ +6.94% (+3.2K) YoY +316.08% (+37.3K)	All Managers (Combined)	$2.5M	QoQ +7.29% (+$170.5K) YoY +316.28% (+$1.9M)
(cusip46137V233)✕	53.6K	QoQ +17.58% (+8.0K) YoY NEW(+53.6K)	All Managers (Combined)	$2.5M	QoQ +8.31% (+$189.2K) YoY NEW(+$2.5M)
(cusip81369Y407)✕	12.5K	QoQ +5.02% (-597) YoY +0.58% (+73)	All Managers (Combined)	$2.5M	QoQ -7.55% (-$201.2K) YoY +8.02% (+$183.0K)
Public Storage(PSAcusip74460D109)	8.2K	QoQ NEW(+8.2K) YoY NEW(+8.2K)	All Managers (Combined)	$2.4M	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
(cusip78464A649)✕	94.3K	QoQ +4.68% (+4.2K) YoY -34.17% (-48.9K)	All Managers (Combined)	$2.4M	QoQ +6.98% (+$157.2K) YoY -33.48% (-$1.2M)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	11.4K	QoQ +12.04% (+1.2K) YoY NEW(+11.4K)	All Managers (Combined)	$2.4M	QoQ +5.02% (+$115.0K) YoY NEW(+$2.4M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	3	QoQ NEW(+3) YoY NEW(+3)	All Managers (Combined)	$2.4M	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
FIRSTENERGY CORP(FEcusip337932107)	58.7K	QoQ +2.56% (+1.5K) YoY +1.91% (+1.1K)	All Managers (Combined)	$2.4M	QoQ +4.21% (+$96.0K) YoY +6.65% (+$148.1K)
(VEAcusip921943858)	46.6K	QoQ -11.30% (-5.9K) YoY -3.04% (-1.5K)	All Managers (Combined)	$2.4M	QoQ -5.71% (-$143.7K) YoY -1.78% (-$43.1K)
NIKE, Inc.(NKEcusip654106103)	37.2K	QoQ +5.43% (-1.9K) YoY +131.47% (+21.1K)	All Managers (Combined)	$2.4M	QoQ -11.54% (-$308.6K) YoY +55.71% (+$845.8K)
(cusip74347R107)✕	28.5K	QoQ +5.14% (-1.4K) YoY -30.40% (-12.5K)	All Managers (Combined)	$2.4M	QoQ -5.91% (-$148.6K) YoY -25.68% (-$816.1K)
International General Insurance Holdings Ltd.(IGICcusipG4809J106)	89.6K	QoQ -4.71% (-4.4K) YoY NEW(+89.6K)	All Managers (Combined)	$2.4M	QoQ +5.51% (-$123.1K) YoY NEW(+$2.4M)
(cusip25434V732)✕	88.8K	QoQ -0.38% (-344) YoY -2.11% (-1.9K)	All Managers (Combined)	$2.3M	QoQ +0.64% (-$15.0K) YoY +1.58% (-$36.7K)