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",
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  "ARM",
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  "MU",
  null,
  null,
  "LBRT",
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  null,
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  "MPLX",
  "ACN",
  null,
  null,
  "KBR",
  null,
  null,
  "MMM",
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  "ABT",
  "ABBV",
  null,
  "ADBE",
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  "APD",
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  null,
  "MTSI",
  "JLL",
  null,
  "VONG",
  null,
  "ALL",
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  "AXP",
  "JQC",
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  "AXL",
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  "AIG",
  "ASML",
  "T",
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  "EC",
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  null,
  null,
  "CAT",
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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,
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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,
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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,
  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,
  "IWV",
  null,
  null,
  null,
  null,
  null,
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  null,
  "VCIT",
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  null,
  null,
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  "EXP",
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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,
  "TT",
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  "R",
  "RGLD",
  "MUSA",
  "ATO",
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  "AON",
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  "GM",
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  null,
  "USFD",
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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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  "RACE",
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  null,
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  "CMS",
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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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  "V",
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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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  "ITOT",
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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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Page 11 of 51

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CONOCOPHILLIPS

COP|20825C104

Shares:22.1K

Value:$2.3M

33739P830

Shares:116.8K

Value:$2.3M

337344105

Shares:19.1K

Value:$2.3M

69374H881

Shares:42.0K

Value:$2.3M

46429B663

Shares:18.9K

Value:$2.3M

46654Q203

Shares:44.0K

Value:$2.3M

KINDER MORGAN, INC.

KMI|49456B101

Shares:79.8K

Value:$2.3M

Woodward, Inc.

WWD|980745103

Shares:12.5K

Value:$2.3M

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:4.6K

Value:$2.3M

92206C409

Shares:28.6K

Value:$2.3M

74347R206

Shares:25.4K

Value:$2.3M

MCKESSON CORP

MCK|58155Q103

Shares:3.3K

Value:$2.2M

AMERICAN EXPRESS CO

AXP|025816109

Shares:8.3K

Value:$2.2M

HERSHEY CO

HSY|427866108

Shares:13.0K

Value:$2.2M

WEYERHAEUSER CO

WY|962166104

Shares:75.6K

Value:$2.2M

DARDEN RESTAURANTS INC

DRI|237194105

Shares:10.6K

Value:$2.2M

LOWES COMPANIES INC

LOW|548661107

Shares:9.4K

Value:$2.2M

WYNDHAM HOTELS & RESORTS, INC.

WH|98311A105

Shares:23.9K

Value:$2.2M

Nuveen Credit Strategies Income Fund

JQC|67073D102

Shares:400.4K

Value:$2.2M

WASTE MANAGEMENT INC

WM|94106L109

Shares:9.2K

Value:$2.1M

Instrument	Shares		Other Manager	Value
CONOCOPHILLIPS(COPcusip20825C104)	22.1K	QoQ -6.56% (-1.6K) YoY -27.20% (-8.3K)	All Managers (Combined)	$2.3M	QoQ -1.04% (-$24.6K) YoY -39.93% (-$1.5M)
(cusip33739P830)✕	116.8K	QoQ +0.35% (+408) YoY NEW(+116.8K)	All Managers (Combined)	$2.3M	QoQ +0.50% (+$11.6K) YoY NEW(+$2.3M)
(cusip337344105)✕	19.1K	QoQ -0.98% (-190) YoY +8.65% (+1.5K)	All Managers (Combined)	$2.3M	QoQ -4.18% (-$100.6K) YoY +6.05% (+$131.7K)
(cusip69374H881)✕	42.0K	QoQ +2.29% (-941) YoY NEW(+42.0K)	All Managers (Combined)	$2.3M	QoQ -0.81% (-$19.0K) YoY NEW(+$2.3M)
(cusip46429B663)✕	18.9K	QoQ -1.25% (-241) YoY -20.53% (-4.9K)	All Managers (Combined)	$2.3M	QoQ +6.53% (-$140.3K) YoY -12.67% (-$332.1K)
(cusip46654Q203)✕	44.0K	QoQ -2.36% (-1.1K) YoY +80.82% (+19.7K)	All Managers (Combined)	$2.3M	QoQ -10.33% (-$262.7K) YoY +72.60% (+$959.1K)
KINDER MORGAN, INC.(KMIcusip49456B101)	79.8K	QoQ +0.50% (+400) YoY +8.58% (+6.3K)	All Managers (Combined)	$2.3M	QoQ +4.64% (+$101.2K) YoY +68.94% (+$929.4K)
Woodward, Inc.(WWDcusip980745103)	12.5K	QoQ +7.18% (+836) YoY +7.23% (+842)	All Managers (Combined)	$2.3M	QoQ +17.53% (+$339.7K) YoY +27.00% (+$484.2K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$2.3M	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
(cusip92206C409)✕	28.6K	QoQ +25.06% (+5.7K) YoY -83.43% (-144.0K)	All Managers (Combined)	$2.3M	QoQ +26.55% (+$473.6K) YoY -83.08% (-$11.1M)
(cusip74347R206)✕	25.4K	QoQ +3.56% (-875) YoY -51.87% (-27.4K)	All Managers (Combined)	$2.3M	QoQ -14.95% (-$396.8K) YoY -51.10% (-$2.4M)
MCKESSON CORP(MCKcusip58155Q103)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$2.2M	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
AMERICAN EXPRESS CO(AXPcusip025816109)	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$2.2M	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
HERSHEY CO(HSYcusip427866108)	13.0K	QoQ +25.22% (+2.6K) YoY NEW(+13.0K)	All Managers (Combined)	$2.2M	QoQ +26.46% (+$465.2K) YoY NEW(+$2.2M)
WEYERHAEUSER CO(WYcusip962166104)	75.6K	QoQ +3.20% (+2.3K) YoY -16.32% (-14.7K)	All Managers (Combined)	$2.2M	QoQ +7.34% (+$151.5K) YoY -31.77% (-$1.0M)
DARDEN RESTAURANTS INC(DRIcusip237194105)	10.6K	QoQ NEW(+10.6K) YoY +4.25% (+433)	All Managers (Combined)	$2.2M	QoQ NEW(+$2.2M) YoY +29.56% (+$502.6K)
LOWES COMPANIES INC(LOWcusip548661107)	9.4K	QoQ NEW(+9.4K) YoY NEW(+9.4K)	All Managers (Combined)	$2.2M	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
WYNDHAM HOTELS & RESORTS, INC.(WHcusip98311A105)	23.9K	QoQ NEW(+23.9K) YoY NEW(+23.9K)	All Managers (Combined)	$2.2M	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
Nuveen Credit Strategies Income Fund(JQCcusip67073D102)	400.4K	QoQ -0.56% (-2.3K) YoY -1.54% (-6.3K)	All Managers (Combined)	$2.2M	QoQ -5.98% (-$137.1K) YoY -5.81% (-$133.1K)
WASTE MANAGEMENT INC(WMcusip94106L109)	9.2K	QoQ NEW(+9.2K) YoY -55.34% (-11.4K)	All Managers (Combined)	$2.1M	QoQ NEW(+$2.1M) YoY -51.49% (-$2.3M)