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", "BEP", "STRL", null, null, "RF", "QSR", "SMCI", "MQT", "ARM", "SNOW", "MU", null, null, "LBRT", "NVG", null, "FNDA", "MPLX", "ACN", null, null, "KBR", null, null, "MMM", "ABNB", "ABT", "ABBV", null, "ADBE", "OBDC", "APD", "BABA", "SFNC", null, "MTSI", "JLL", null, "VONG", null, "ALL", "GOOGL", "AVT", "VDE", "AXP", "JQC", "ANIP", "AXL", "AFRM", "AIG", "ASML", "T", "BLK", "EC", "AWF", null, null, "CAT", "AMSC", "AVGO", "APP", "LOW", null, "BRO", "BDJ", "ARCC", "SAN", "BBDC", "BTZ", null, "WRB", null, null, "BSX", null, null, null, "RQI", "SBS", null, null, "DBEF", null, "CCI", "COF", null, "CMI", null, null, null, "KRP", "DUK", "NUV", "JRI", "EVT", "D", "NAD", null, "ESS", "UTG", "QS", null, 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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Sowell-Financial-Services
Data Enrichment
70% identified709 identified298 unidentified
Holdings
1,007 positions • $2.2B total value
Manager:
Search and click to pin securities to the top
Page 10 of 51
Shares:75.0K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$2.2B)
464287549
Shares:27.9K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$2.2B)
33738R407
Shares:133.0K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$2.2B)
464286475
Shares:45.1K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$2.2B)
46429B655
Shares:49.1K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$2.2B)
46137V233
Shares:53.6K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$2.2B)
81369Y407
Shares:12.5K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$2.2B)
78464A649
Shares:94.3K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$2.2B)
74347R107
Shares:28.5K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$2.2B)
Shares:89.6K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$2.2B)
25434V732
Shares:88.8K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$2.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 30.2K | QoQ -0.09% (-28) | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.2B) | ||
| 75.0K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.2B) | |||
(cusip464287549)✕ | 27.9K | QoQ +0.12% (-35)YoY +1.47% (+406) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.2B) | |
| 44.3K | QoQ NEW(+44.3K) YoY NEW(+44.3K) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.2B) | QoQ NEW(+$2.5M) YoY NEW(+$2.5M) | |
Salesforce, Inc.(CRMcusip79466L302) | 9.3K | QoQ NEW(+9.3K) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.2B) | QoQ NEW(+$2.5M) |
(cusip33738R407)✕ | 133.0K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.2B) | ||
(cusip464286475)✕ | 45.1K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.2B) | ||
(cusip46429B655)✕ | 49.1K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.2B) | ||
(cusip46137V233)✕ | 53.6K | YoY NEW(+53.6K) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.2B) | YoY NEW(+$2.5M) |
(cusip81369Y407)✕ | 12.5K | QoQ +5.02% (-597)YoY +0.58% (+73) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.2B) | |
Public Storage(PSAcusip74460D109) | 8.2K | QoQ NEW(+8.2K) YoY NEW(+8.2K) | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.2B) | QoQ NEW(+$2.4M) YoY NEW(+$2.4M) |
(cusip78464A649)✕ | 94.3K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.2B) | ||
| 11.4K | YoY NEW(+11.4K) | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.2B) | YoY NEW(+$2.4M) | |
| 3 | QoQ NEW(+3) YoY NEW(+3) | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.2B) | QoQ NEW(+$2.4M) YoY NEW(+$2.4M) | |
FIRSTENERGY CORP(FEcusip337932107) | 58.7K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.2B) | ||
| 46.6K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.2B) | |||
NIKE, Inc.(NKEcusip654106103) | 37.2K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.2B) | ||
(cusip74347R107)✕ | 28.5K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.2B) | ||
| 89.6K | YoY NEW(+89.6K) | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.2B) | YoY NEW(+$2.4M) | |
(cusip25434V732)✕ | 88.8K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.2B) |