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 15 of 51
78464A474
Shares:52.2K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$2.2B)
66538H641
Shares:45.7K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$2.2B)
33734H106
Shares:34.8K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$2.2B)
03073E105
Shares:5.5K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.2B)
Shares:164.8K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.2B)
33739P301
Shares:31.6K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.2B)
371927104
Shares:93.7K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Prologis, Inc.(PLDcusip74340W103) | 14.4K | YoY NEW(+14.4K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.2B) | YoY NEW(+$1.6M) |
| 14.6K | YoY NEW(+14.6K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.2B) | YoY NEW(+$1.6M) | |
CVS HEALTH Corp(CVScusip126650100) | 23.5K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.2B) | ||
(cusip78464A474)✕ | 52.2K | QoQ -1.83% (-976)YoY NEW(+52.2K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.2B) | YoY NEW(+$1.6M) |
(cusip66538H641)✕ | 45.7K | YoY NEW(+45.7K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.2B) | YoY NEW(+$1.6M) |
SHOPIFY INC.(SHOPcusip82509L107) | 16.3K | YoY NEW(+16.3K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.2B) | YoY NEW(+$1.6M) |
(cusip33734H106)✕ | 34.8K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.2B) | ||
| 9.3K | QoQ NEW(+9.3K) YoY NEW(+9.3K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.2B) | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) | |
(cusip03073E105)✕ | 5.5K | QoQ NEW(+5.5K) YoY NEW(+5.5K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.2B) | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) |
Phillips 66(PSXcusip718546104) | 12.4K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.2B) | ||
| 10.5K | QoQ NEW(+10.5K) YoY NEW(+10.5K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.2B) | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) | |
| 10.4K | QoQ NEW(+10.4K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.2B) | QoQ NEW(+$1.5M) | |
CUMMINS INC(CMIcusip231021106) | 4.8K | QoQ NEW(+4.8K) YoY NEW(+4.8K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.2B) | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) |
| 164.8K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.2B) | |||
(cusip33739P301)✕ | 31.6K | QoQ +0.70% (-220)YoY NEW(+31.6K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.2B) | YoY NEW(+$1.5M) |
Accenture plc(ACNcusipG1151C101) | 4.8K | QoQ NEW(+4.8K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.2B) | QoQ NEW(+$1.5M) |
| 6.9K | QoQ NEW(+6.9K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.2B) | QoQ NEW(+$1.5M) | |
(cusip371927104)✕ | 93.7K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.2B) | ||
| 20.0K | QoQ +4.69% (+899)YoY NEW(+20.0K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.2B) | YoY NEW(+$1.5M) | |
| 7.0K | QoQ NEW(+7.0K) YoY NEW(+7.0K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.2B) | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) |