Sowell-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "JWN",
  "HYT",
  null,
  "MMSI",
  "PINS",
  "SE",
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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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Page 13 of 51

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J&J SNACK FOODS CORP

JJSF|466032109

Shares:15.1K

Value:$2.0M

PHIBRO ANIMAL HEALTH CORP

PAHC|71742Q106

Shares:92.6K

Value:$2.0M

46138E495

Shares:76.1K

Value:$2.0M

81369Y308

Shares:24.1K

Value:$2.0M

33740F722

Shares:39.1K

Value:$1.9M

UNITED RENTALS, INC.

URI|911363109

Shares:3.1K

Value:$1.9M

Unum Group

UNM|91529Y106

Shares:23.5K

Value:$1.9M

92203J407

BNDX|92203J407

Shares:39.2K

Value:$1.9M

47103U886

Shares:38.4K

Value:$1.9M

REAVES UTILITY INCOME FUND

UTG|756158101

Shares:58.0K

Value:$1.9M

464288513

Shares:23.8K

Value:$1.9M

92206C102

VGSH|92206C102

Shares:31.9K

Value:$1.9M

FEDEX CORP

FDX|31428X106

Shares:7.7K

Value:$1.9M

315912808

Shares:27.4K

Value:$1.9M

922908611

VBR|922908611

Shares:10.0K

Value:$1.9M

KLA CORP

KLAC|482480100

Shares:2.7K

Value:$1.8M

REALTY INCOME CORP

O|756109104

Shares:31.3K

Value:$1.8M

46432F396

MTUM|46432F396

Shares:9.0K

Value:$1.8M

37954Y483

Shares:108.9K

Value:$1.8M

464288885

EFG|464288885

Shares:18.1K

Value:$1.8M

Instrument	Shares		Other Manager	Value
J&J SNACK FOODS CORP(JJSFcusip466032109)	15.1K	QoQ -5.02% (-798) YoY -10.11% (-1.7K)	All Managers (Combined)	$2.0M	QoQ -19.36% (-$476.5K) YoY -18.53% (-$451.4K)
PHIBRO ANIMAL HEALTH CORP(PAHCcusip71742Q106)	92.6K	QoQ NEW(+92.6K) YoY NEW(+92.6K)	All Managers (Combined)	$2.0M	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
(cusip46138E495)✕	76.1K	QoQ +2.84% (+2.1K) YoY +18.32% (+11.8K)	All Managers (Combined)	$2.0M	QoQ +5.12% (+$96.3K) YoY +22.52% (+$363.3K)
(cusip81369Y308)✕	24.1K	QoQ +0.22% (+53) YoY +15.12% (+3.2K)	All Managers (Combined)	$2.0M	QoQ +4.12% (+$77.7K) YoY +23.17% (+$369.6K)
(cusip33740F722)✕	39.1K	QoQ -1.68% (-669) YoY -62.33% (-64.6K)	All Managers (Combined)	$1.9M	QoQ -4.53% (-$92.6K) YoY -56.07% (-$2.5M)
UNITED RENTALS, INC.(URIcusip911363109)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
Unum Group(UNMcusip91529Y106)	23.5K	QoQ -5.60% (-1.4K) YoY -4.10% (-1.0K)	All Managers (Combined)	$1.9M	QoQ +5.29% (-$96.4K) YoY +45.58% (-$600.4K)
(BNDXcusip92203J407)	39.2K	QoQ +2.26% (+867) YoY -63.30% (-67.6K)	All Managers (Combined)	$1.9M	QoQ +1.78% (+$33.5K) YoY -63.57% (-$3.3M)
(cusip47103U886)✕	38.4K	QoQ +1.85% (+698) YoY -0.93% (-362)	All Managers (Combined)	$1.9M	QoQ +2.35% (+$43.4K) YoY +0.42% (-$7.9K)
REAVES UTILITY INCOME FUND(UTGcusip756158101)	58.0K	QoQ +1.19% (+686) YoY -2.14% (-1.3K)	All Managers (Combined)	$1.9M	QoQ +3.91% (+$71.0K) YoY +18.08% (-$288.7K)
(cusip464288513)✕	23.8K	QoQ +4.98% (+1.1K) YoY +17.27% (+3.5K)	All Managers (Combined)	$1.9M	QoQ +5.30% (+$94.7K) YoY +19.05% (+$300.7K)
(VGSHcusip92206C102)	31.9K	QoQ +39.76% (+9.1K) YoY -40.46% (-21.7K)	All Managers (Combined)	$1.9M	QoQ +40.99% (+$543.8K) YoY -39.83% (-$1.2M)
FEDEX CORP(FDXcusip31428X106)	7.7K	QoQ NEW(+7.7K) YoY NEW(+7.7K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
(cusip315912808)✕	27.4K	QoQ +160.41% (+16.9K) YoY -71.63% (-69.2K)	All Managers (Combined)	$1.9M	QoQ +133.04% (+$1.1M) YoY -70.01% (-$4.4M)
(VBRcusip922908611)	10.0K	QoQ NEW(+10.0K) YoY -45.26% (-8.2K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY -46.85% (-$1.6M)
KLA CORP(KLACcusip482480100)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$1.8M	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
REALTY INCOME CORP(Ocusip756109104)	31.3K	QoQ -15.91% (-5.9K) YoY +51.74% (+10.7K)	All Managers (Combined)	$1.8M	QoQ -8.66% (-$172.5K) YoY +61.95% (+$695.2K)
(MTUMcusip46432F396)	9.0K	QoQ NEW(+9.0K) YoY NEW(+9.0K)	All Managers (Combined)	$1.8M	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
(cusip37954Y483)✕	108.9K	QoQ +5.90% (-6.1K) YoY -62.56% (-181.9K)	All Managers (Combined)	$1.8M	QoQ -3.34% (-$62.6K) YoY -65.23% (-$3.4M)
(EFGcusip464288885)	18.1K	QoQ -4.03% (-759) YoY -26.74% (-6.6K)	All Managers (Combined)	$1.8M	QoQ -0.89% (-$16.3K) YoY -29.41% (-$752.4K)