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",
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  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
  "KBR",
  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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  "JQC",
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  "T",
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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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  "GM",
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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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  null,
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  null,
  null,
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  null,
  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 14 of 51

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78463X889

SPDW|78463X889

Shares:49.4K

Value:$1.8M

464288273

Shares:28.2K

Value:$1.8M

COLUMBIA BANKING SYSTEM, INC.

COLB|197236102

Shares:71.3K

Value:$1.8M

464287440

IEF|464287440

Shares:18.5K

Value:$1.8M

PACCAR INC

PCAR|693718108

Shares:18.1K

Value:$1.8M

464287739

IYR|464287739

Shares:18.3K

Value:$1.8M

Blackstone Inc.

BX|09260D107

Shares:12.5K

Value:$1.7M

921910840

MGV|921910840

Shares:13.5K

Value:$1.7M

ADOBE INC.

ADBE|00724F101

Shares:4.5K

Value:$1.7M

46435U168

Shares:74.1K

Value:$1.7M

78468R622

Shares:17.9K

Value:$1.7M

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:10.3K

Value:$1.7M

Cigna Group

CI|125523100

Shares:5.2K

Value:$1.7M

922908751

VB|922908751

Shares:7.7K

Value:$1.7M

DELTA AIR LINES, INC.

DAL|247361702

Shares:38.7K

Value:$1.7M

Dell Technologies Inc.

DELL|24703L202

Shares:18.4K

Value:$1.7M

81369Y852

Shares:17.4K

Value:$1.7M

TAPESTRY, INC.

TPR|876030107

Shares:23.5K

Value:$1.7M

69374H709

Shares:44.2K

Value:$1.6M

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:4.6K

Value:$1.6M

Instrument	Shares		Other Manager	Value
(SPDWcusip78463X889)	49.4K	QoQ +1.94% (+943) YoY +228.02% (+34.3K)	All Managers (Combined)	$1.8M	QoQ +8.75% (+$144.7K) YoY +233.48% (+$1.3M)
(cusip464288273)✕	28.2K	QoQ +7.35% (+1.9K) YoY +46.97% (+9.0K)	All Managers (Combined)	$1.8M	QoQ +12.26% (+$195.6K) YoY +47.48% (+$576.5K)
COLUMBIA BANKING SYSTEM, INC.(COLBcusip197236102)	71.3K	QoQ +0.61% (-438) YoY +0.56% (+400)	All Managers (Combined)	$1.8M	QoQ -7.09% (-$135.8K) YoY +29.65% (+$406.9K)
(IEFcusip464287440)	18.5K	QoQ +9.03% (+1.5K) YoY -2.93% (-560)	All Managers (Combined)	$1.8M	QoQ +12.48% (+$196.2K) YoY -2.22% (-$40.2K)
PACCAR INC(PCARcusip693718108)	18.1K	QoQ -14.18% (-3.0K) YoY -11.07% (-2.3K)	All Managers (Combined)	$1.8M	QoQ -19.67% (-$432.2K) YoY -30.10% (-$759.9K)
(IYRcusip464287739)	18.3K	QoQ +1.82% (+328) YoY NEW(+18.3K)	All Managers (Combined)	$1.8M	QoQ +4.76% (+$79.8K) YoY NEW(+$1.8M)
Blackstone Inc.(BXcusip09260D107)	12.5K	QoQ +1.64% (-202) YoY -13.98% (-2.0K)	All Managers (Combined)	$1.7M	QoQ -17.60% (-$372.6K) YoY -8.48% (-$161.7K)
(MGVcusip921910840)	13.5K	QoQ NEW(+13.5K) YoY NEW(+13.5K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
ADOBE INC.(ADBEcusip00724F101)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
(cusip46435U168)✕	74.1K	QoQ +22.52% (+13.6K) YoY NEW(+74.1K)	All Managers (Combined)	$1.7M	QoQ +22.73% (+$318.8K) YoY NEW(+$1.7M)
(cusip78468R622)✕	17.9K	QoQ +8.95% (+1.5K) YoY +64.01% (+7.0K)	All Managers (Combined)	$1.7M	QoQ +8.75% (+$137.7K) YoY +64.21% (+$668.5K)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	10.3K	QoQ -17.80% (-2.2K) YoY NEW(+10.3K)	All Managers (Combined)	$1.7M	QoQ -22.95% (-$508.7K) YoY NEW(+$1.7M)
Cigna Group(CIcusip125523100)	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
(VBcusip922908751)	7.7K	QoQ NEW(+7.7K) YoY -41.94% (-5.5K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY -43.69% (-$1.3M)
DELTA AIR LINES, INC.(DALcusip247361702)	38.7K	QoQ -5.29% (-2.2K) YoY +4.50% (-1.7K)	All Managers (Combined)	$1.7M	QoQ -31.74% (-$785.6K) YoY -4.80% (-$85.2K)
Dell Technologies Inc.(DELLcusip24703L202)	18.4K	QoQ +44.49% (+5.7K) YoY +74.91% (+7.9K)	All Managers (Combined)	$1.7M	QoQ +14.28% (+$210.1K) YoY +39.69% (+$477.5K)
(cusip81369Y852)✕	17.4K	QoQ +1.36% (+234) YoY -13.54% (-2.7K)	All Managers (Combined)	$1.7M	QoQ +0.99% (+$16.5K) YoY +2.12% (-$34.8K)
TAPESTRY, INC.(TPRcusip876030107)	23.5K	QoQ +5.01% (+1.1K) YoY +7.27% (+1.6K)	All Managers (Combined)	$1.7M	QoQ +13.18% (+$192.8K) YoY +59.13% (+$615.0K)
(cusip69374H709)✕	44.2K	QoQ +3.09% (+1.3K) YoY -26.47% (-15.9K)	All Managers (Combined)	$1.6M	QoQ +12.99% (+$188.2K) YoY -21.63% (-$451.7K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$1.6M	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)