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",
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  null,
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  null,
  null,
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  null,
  null,
  null,
  "RQI",
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  null,
  null,
  "DBEF",
  null,
  "CCI",
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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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  "GILD",
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  "HPQ",
  null,
  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,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "PFO",
  null,
  null,
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  null,
  "FE",
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  "GERN",
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  null,
  null,
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  "GLPI",
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  null,
  null,
  "ISRG",
  null,
  null,
  "HURN",
  null,
  "HSBC",
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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,
  null,
  null,
  null,
  "LXU",
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  null,
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  "LMNR",
  null,
  "MDXG",
  "HEFA",
  "MBIN",
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  "IQI",
  null,
  null,
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  null,
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  "PAHC",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TSI",
  "TNYA",
  null,
  "TGB",
  null,
  null,
  null,
  null,
  "NAC",
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  null,
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  null,
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  null,
  "SVM",
  null,
  null,
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  "JCE",
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  "L",
  null,
  null,
  null,
  "DHF",
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  null,
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  null,
  "MMC",
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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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  "KLAC",
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  "KR",
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  "KHC",
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  "OKE",
  null,
  "DASH",
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  "VGIT",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  "IWF",
  null,
  null,
  null,
  null,
  "PANW",
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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,
  "IYR",
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  "EFAV",
  null,
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  null,
  "NVDA",
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  "HPE",
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  "INTC",
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  "PLTR",
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  null,
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  "MKC",
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  "JPC",
  "AMGN",
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  "MAS",
  null,
  "PKG",
  "MSTR",
  "PDO",
  null,
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  "REGN",
  null,
  null,
  null,
  null,
  "IEFA",
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  "RELX",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
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  "O",
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  "SHEL",
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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,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  "IBM",
  null,
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  "TPR",
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  "HL",
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  "VXF",
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  "VV",
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  "VOE",
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  "ASTS",
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  "SBLK",
  "POR",
  "ALC",
  null,
  null,
  null,
  null,
  "PNW",
  null,
  null,
  "VWO",
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  null,
  "SIVR",
  null,
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  null,
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  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  "OMER",
  null,
  null,
  null,
  null,
  "EXP",
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  "EME",
  "VIG",
  null,
  "LYG",
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  "MMT",
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  "FLC",
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  "IWO",
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  "SU",
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  null,
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  null,
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  "IT",
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  "GSK",
  null,
  "GPN",
  null,
  null,
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "VTR",
  "VYM",
  null,
  "DD",
  "VRTX",
  null,
  "TT",
  "VRSK",
  "VRT",
  "R",
  "RGLD",
  "MUSA",
  "ATO",
  "ADSK",
  "AON",
  "SFM",
  "GM",
  "HAL",
  "SF",
  "ACGL",
  null,
  "USFD",
  "ALB",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "SDY",
  "FI",
  "DRI",
  "WAB",
  "TAP",
  "F",
  "GNRC",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "EFX",
  "IR",
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "CRVS",
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  "INBK",
  "JRVR",
  null,
  null,
  null,
  "IGIC",
  null,
  "KNOP",
  null,
  null,
  null,
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  null,
  "AMZN",
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  "NEA",
  "OLN",
  "SCHB",
  null,
  null,
  null,
  null,
  "CMS",
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  null,
  "IVE",
  "HCA",
  null,
  "LUV",
  null,
  "ESGD",
  "DKS",
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  "AMC",
  null,
  "TPL",
  null,
  null,
  null,
  "DOX",
  "BBCA",
  null,
  "NWSA",
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  null,
  "HBAN",
  null,
  "VEU",
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  "ESGV",
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  "VLO",
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  null,
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  "MGK",
  null,
  "VXUS",
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  "VBK",
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  "MGV",
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  "VBR",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VEEV",
  "VTRS",
  "V",
  "VSH",
  "VST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  "WELL",
  "WSM",
  "WPM",
  "WMB",
  "WWD",
  null,
  "KLG",
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  "XEL",
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  "XPO",
  null,
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  null,
  null,
  "LNT",
  null,
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  null,
  "OC",
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  null,
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  "ET",
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  "DVY",
  "CHKP",
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  "MSCI",
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  "EIX",
  "KEY",
  "NOK",
  null,
  "JCI",
  "NXPI",
  "NZF",
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  null,
  "SO",
  "ON",
  "SBSW",
  "PPL",
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  "SW",
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  "CRM",
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  "NOVA",
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  null,
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  "RUN",
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  "SYY",
  "DIA",
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
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  null,
  null,
  null,
  null,
  null,
  "GEV",
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  "GAP",
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  null,
  "PAAS",
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  null,
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  null,
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  "NUE",
  null,
  "EG",
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  null,
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  null,
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  "LULU",
  "AUR",
  "AN",
  "ADP",
  "AZO",
  "BCPC",
  "AVA",
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  "OZK",
  "BBVA",
  "BK",
  "BRK-A",
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  "BAX",
  "BDX",
  "BHP",
  "MUE",
  "BJ",
  "BBY",
  null,
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  "BAH",
  null,
  "OWL",
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  "BHR",
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  "CCL",
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  "CNP",
  "CAKE",
  "SKY",
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  null,
  "LNG",
  "CB",
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  "CHD",
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  "CSCO",
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  "C",
  "CLX",
  "CME",
  "KO",
  "CDE",
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  "FIX",
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  "COLB",
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  "CAG",
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  "ED",
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  "GLW",
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  "CW",
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  null,
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  null,
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  null,
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  "PH",
  null,
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
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  "JPM",
  "QUAL",
  "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 • $2,197,375.992K total value

1,007 positions

Manager:

SEC FilingSEC DataHachi Filing

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AXON ENTERPRISE, INC.

AXON|05464C101

Shares:4.0K

Value:$2.1M

464287721

Shares:15.0K

Value:$2.1M

LOCKHEED MARTIN CORP

LMT|539830109

Shares:4.7K

Value:$2.1M

25434V864

Shares:44.1K

Value:$2.1M

abrdn Gold ETF Trust

SGOL|00326A104

Shares:70.2K

Value:$2.1M

HSBC HOLDINGS PLC

HSBC|404280406

Shares:36.4K

Value:$2.1M

464288877

Shares:35.4K

Value:$2.1M

Douglas Emmett Inc

DEI|25960P109

Shares:129.9K

Value:$2.1M

RTX Corp

RTX|75513E101

Shares:15.7K

Value:$2.1M

78468R408

Shares:82.1K

Value:$2.1M

SOUTHERN CO

SO|842587107

Shares:22.2K

Value:$2.0M

33733E302

Shares:9.2K

Value:$2.0M

Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC

FFC|338478100

Shares:127.5K

Value:$2.0M

464288646

Shares:38.8K

Value:$2.0M

78464A359

Shares:26.4K

Value:$2.0M

464287523

Shares:10.8K

Value:$2.0M

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:19.6K

Value:$2.0M

Nuveen Preferred & Income Opportunities Fund

JPC|67073B106

Shares:252.3K

Value:$2.0M

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:6.6K

Value:$2.0M

922042742

VT|922042742

Shares:17.3K

Value:$2.0M

Instrument	Shares		Other Manager	Value
AXON ENTERPRISE, INC.(AXONcusip05464C101)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$2.1M	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
(cusip464287721)✕	15.0K	QoQ -33.43% (-7.6K) YoY -48.13% (-14.0K)	All Managers (Combined)	$2.1M	QoQ -41.39% (-$1.5M) YoY -46.06% (-$1.8M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$2.1M	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
(cusip25434V864)✕	44.1K	QoQ +0.57% (+252) YoY NEW(+44.1K)	All Managers (Combined)	$2.1M	QoQ +1.94% (+$40.0K) YoY NEW(+$2.1M)
abrdn Gold ETF Trust(SGOLcusip00326A104)	70.2K	QoQ -1.26% (-903) YoY -32.85% (-34.4K)	All Managers (Combined)	$2.1M	QoQ +17.53% (-$312.3K) YoY -5.71% (-$127.0K)
HSBC HOLDINGS PLC(HSBCcusip404280406)	36.4K	QoQ NEW(+36.4K) YoY NEW(+36.4K)	All Managers (Combined)	$2.1M	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
(cusip464288877)✕	35.4K	QoQ -9.92% (-3.9K) YoY -10.93% (-4.3K)	All Managers (Combined)	$2.1M	QoQ +1.18% (-$24.4K) YoY -3.49% (-$75.5K)
Douglas Emmett Inc(DEIcusip25960P109)	129.9K	QoQ -0.61% (-809) YoY -8.02% (-11.3K)	All Managers (Combined)	$2.1M	QoQ -14.32% (-$347.6K) YoY +4.67% (-$92.8K)
RTX Corp(RTXcusip75513E101)	15.7K	QoQ -9.75% (-1.7K) YoY -26.42% (-5.6K)	All Managers (Combined)	$2.1M	QoQ +3.29% (-$66.2K) YoY -0.09% (-$2.1K)
(cusip78468R408)✕	82.1K	QoQ +12.87% (+9.4K) YoY +43.99% (+25.1K)	All Managers (Combined)	$2.1M	QoQ +12.47% (+$229.0K) YoY +43.62% (+$627.4K)
SOUTHERN CO(SOcusip842587107)	22.2K	QoQ -26.35% (-8.0K) YoY -24.81% (-7.3K)	All Managers (Combined)	$2.0M	QoQ -17.74% (-$441.2K) YoY -3.64% (-$77.4K)
(cusip33733E302)✕	9.2K	QoQ NEW(+9.2K) YoY -9.13% (-922)	All Managers (Combined)	$2.0M	QoQ NEW(+$2.0M) YoY -1.57% (-$32.6K)
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC(FFCcusip338478100)	127.5K	QoQ -0.36% (-468) YoY -0.19% (-246)	All Managers (Combined)	$2.0M	QoQ +2.20% (-$43.7K) YoY +7.05% (-$133.8K)
(cusip464288646)✕	38.8K	QoQ -0.83% (-328) YoY NEW(+38.8K)	All Managers (Combined)	$2.0M	QoQ +0.44% (-$9.0K) YoY NEW(+$2.0M)
(cusip78464A359)✕	26.4K	QoQ -1.95% (-526) YoY -9.63% (-2.8K)	All Managers (Combined)	$2.0M	QoQ -3.54% (-$74.5K) YoY -5.19% (-$111.1K)
(cusip464287523)✕	10.8K	QoQ NEW(+10.8K) YoY -5.55% (-633)	All Managers (Combined)	$2.0M	QoQ NEW(+$2.0M) YoY -21.34% (-$549.2K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	19.6K	QoQ -10.63% (-2.3K) YoY -43.07% (-14.8K)	All Managers (Combined)	$2.0M	QoQ -23.98% (-$635.9K) YoY -67.59% (-$4.2M)
Nuveen Preferred & Income Opportunities Fund(JPCcusip67073B106)	252.3K	QoQ -19.62% (-61.6K) YoY -23.56% (-77.8K)	All Managers (Combined)	$2.0M	QoQ -18.60% (-$459.0K) YoY -15.93% (-$380.7K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$2.0M	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
(VTcusip922042742)	17.3K	QoQ +11.05% (+1.7K) YoY +9.16% (+1.5K)	All Managers (Combined)	$2.0M	QoQ +9.61% (+$176.0K) YoY +14.51% (+$254.3K)