Sowell-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "JWN",
  "HYT",
  null,
  "MMSI",
  "PINS",
  "SE",
  "INSM",
  "ARES",
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  "FLEX",
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  "ARGX",
  "INMD",
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "AGI.TO",
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  "PBR-A",
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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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  "RACE",
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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 15 of 51

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Prologis, Inc.

PLD|74340W103

Shares:14.4K

Value:$1.6M

381430503

GSLC|381430503

Shares:14.6K

Value:$1.6M

CVS HEALTH Corp

CVS|126650100

Shares:23.5K

Value:$1.6M

78464A474

Shares:52.2K

Value:$1.6M

66538H641

Shares:45.7K

Value:$1.6M

SHOPIFY INC.

SHOP|82509L107

Shares:16.3K

Value:$1.6M

33734H106

Shares:34.8K

Value:$1.6M

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:9.3K

Value:$1.5M

03073E105

Shares:5.5K

Value:$1.5M

Phillips 66

PSX|718546104

Shares:12.4K

Value:$1.5M

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:10.5K

Value:$1.5M

Marathon Petroleum Corp

MPC|56585A102

Shares:10.4K

Value:$1.5M

CUMMINS INC

CMI|231021106

Shares:4.8K

Value:$1.5M

ALLSPRING MULTI-SECTOR INCOME FUND

ERC|94987D101

Shares:164.8K

Value:$1.5M

33739P301

Shares:31.6K

Value:$1.5M

Accenture plc

ACN|G1151C101

Shares:4.8K

Value:$1.5M

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:6.9K

Value:$1.5M

371927104

Shares:93.7K

Value:$1.5M

LAM RESEARCH CORP

LRCX|512807306

Shares:20.0K

Value:$1.5M

DANAHER CORP /DE/

DHR|235851102

Shares:7.0K

Value:$1.4M

Instrument	Shares		Other Manager	Value
Prologis, Inc.(PLDcusip74340W103)	14.4K	QoQ +25.56% (+2.9K) YoY NEW(+14.4K)	All Managers (Combined)	$1.6M	QoQ +32.78% (+$397.7K) YoY NEW(+$1.6M)
(GSLCcusip381430503)	14.6K	QoQ +17.64% (+2.2K) YoY NEW(+14.6K)	All Managers (Combined)	$1.6M	QoQ +12.43% (+$177.6K) YoY NEW(+$1.6M)
CVS HEALTH Corp(CVScusip126650100)	23.5K	QoQ -38.69% (-14.8K) YoY -23.04% (-7.0K)	All Managers (Combined)	$1.6M	QoQ -7.47% (-$128.7K) YoY -34.63% (-$844.3K)
(cusip78464A474)✕	52.2K	QoQ -1.83% (-976) YoY NEW(+52.2K)	All Managers (Combined)	$1.6M	QoQ -1.04% (-$16.6K) YoY NEW(+$1.6M)
(cusip66538H641)✕	45.7K	QoQ +146.02% (+27.1K) YoY NEW(+45.7K)	All Managers (Combined)	$1.6M	QoQ +123.72% (+$863.0K) YoY NEW(+$1.6M)
SHOPIFY INC.(SHOPcusip82509L107)	16.3K	QoQ -34.20% (-8.5K) YoY NEW(+16.3K)	All Managers (Combined)	$1.6M	QoQ -40.91% (-$1.1M) YoY NEW(+$1.6M)
(cusip33734H106)✕	34.8K	QoQ -10.21% (-4.0K) YoY -32.39% (-16.7K)	All Managers (Combined)	$1.6M	QoQ -8.26% (-$139.9K) YoY -28.63% (-$623.0K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	9.3K	QoQ NEW(+9.3K) YoY NEW(+9.3K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
(cusip03073E105)✕	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
Phillips 66(PSXcusip718546104)	12.4K	QoQ +5.25% (+619) YoY -24.13% (-3.9K)	All Managers (Combined)	$1.5M	QoQ +14.08% (+$188.9K) YoY -42.64% (-$1.1M)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
Marathon Petroleum Corp(MPCcusip56585A102)	10.4K	QoQ NEW(+10.4K) YoY -23.02% (-3.1K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY -44.35% (-$1.2M)
CUMMINS INC(CMIcusip231021106)	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
ALLSPRING MULTI-SECTOR INCOME FUND(ERCcusip94987D101)	164.8K	QoQ -2.26% (-3.8K) YoY -7.42% (-13.2K)	All Managers (Combined)	$1.5M	QoQ -1.94% (-$30.2K) YoY -9.14% (-$152.9K)
(cusip33739P301)✕	31.6K	QoQ +0.70% (-220) YoY NEW(+31.6K)	All Managers (Combined)	$1.5M	QoQ -0.30% (-$4.7K) YoY NEW(+$1.5M)
Accenture plc(ACNcusipG1151C101)	4.8K	QoQ NEW(+4.8K) YoY -58.17% (-6.7K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY -62.34% (-$2.5M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	6.9K	QoQ NEW(+6.9K) YoY -34.38% (-3.6K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY -27.74% (-$573.8K)
(cusip371927104)✕	93.7K	QoQ +1.35% (+1.3K) YoY +9.30% (+8.0K)	All Managers (Combined)	$1.5M	QoQ +57.29% (+$535.2K) YoY +54.18% (+$516.4K)
LAM RESEARCH CORP(LRCXcusip512807306)	20.0K	QoQ +4.69% (+899) YoY NEW(+20.0K)	All Managers (Combined)	$1.5M	QoQ +5.37% (+$74.3K) YoY NEW(+$1.5M)
DANAHER CORP /DE/(DHRcusip235851102)	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)