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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]

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 16 of 51

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VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:10.8K

Value:$1.4M

46435G425

ESGU|46435G425

Shares:11.6K

Value:$1.4M

46137V464

Shares:12.2K

Value:$1.4M

Diamondback Energy, Inc.

FANG|25278X109

Shares:8.6K

Value:$1.4M

SEMPRA

SRE|816851109

Shares:19.3K

Value:$1.4M

33734X846

Shares:21.8K

Value:$1.4M

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:2.8K

Value:$1.4M

ServiceNow, Inc.

NOW|81762P102

Shares:1.7K

Value:$1.4M

464288620

Shares:26.8K

Value:$1.4M

MICROSTRATEGY Inc

MSTR|594972408

Shares:4.7K

Value:$1.4M

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:4.8K

Value:$1.4M

25434V575

Shares:26.0K

Value:$1.4M

Parker-Hannifin Corp

PH|701094104

Shares:2.2K

Value:$1.4M

46435U853

Shares:36.8K

Value:$1.4M

DEERE & CO

DE|244199105

Shares:2.9K

Value:$1.3M

46641Q761

Shares:23.8K

Value:$1.3M

GENERAL ELECTRIC CO

GE|369604301

Shares:6.7K

Value:$1.3M

14020V108

Shares:39.9K

Value:$1.3M

25434V567

Shares:24.8K

Value:$1.3M

UNION PACIFIC CORP

UNP|907818108

Shares:5.5K

Value:$1.3M

Instrument	Shares		Other Manager	Value
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
(ESGUcusip46435G425)	11.6K	QoQ -0.46% (-54) YoY -53.39% (-13.3K)	All Managers (Combined)	$1.4M	QoQ -5.80% (-$87.5K) YoY -50.58% (-$1.5M)
(cusip46137V464)✕	12.2K	QoQ -3.61% (-457) YoY NEW(+12.2K)	All Managers (Combined)	$1.4M	QoQ -11.24% (-$175.3K) YoY NEW(+$1.4M)
Diamondback Energy, Inc.(FANGcusip25278X109)	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
SEMPRA(SREcusip816851109)	19.3K	QoQ -1.01% (-197) YoY +0.06% (-12)	All Managers (Combined)	$1.4M	QoQ -19.47% (-$332.7K) YoY -1.45% (-$20.3K)
(cusip33734X846)✕	21.8K	QoQ +32.42% (+5.3K) YoY NEW(+21.8K)	All Managers (Combined)	$1.4M	QoQ +31.48% (+$328.9K) YoY NEW(+$1.4M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
ServiceNow, Inc.(NOWcusip81762P102)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
(cusip464288620)✕	26.8K	QoQ +3.66% (+947) YoY NEW(+26.8K)	All Managers (Combined)	$1.4M	QoQ +5.30% (+$69.0K) YoY NEW(+$1.4M)
MICROSTRATEGY Inc(MSTRcusip594972408)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
(cusip25434V575)✕	26.0K	QoQ +5.19% (+1.3K) YoY NEW(+26.0K)	All Managers (Combined)	$1.4M	QoQ +5.05% (+$65.5K) YoY NEW(+$1.4M)
Parker-Hannifin Corp(PHcusip701094104)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
(cusip46435U853)✕	36.8K	QoQ +13.42% (+4.4K) YoY -41.68% (-26.3K)	All Managers (Combined)	$1.4M	QoQ +13.48% (+$160.8K) YoY -41.32% (-$953.4K)
DEERE & CO(DEcusip244199105)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip46641Q761)✕	23.8K	QoQ +92.98% (+11.5K) YoY NEW(+23.8K)	All Managers (Combined)	$1.3M	QoQ +90.28% (+$637.6K) YoY NEW(+$1.3M)
GENERAL ELECTRIC CO(GEcusip369604301)	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip14020V108)✕	39.9K	QoQ +2.33% (-910) YoY -12.70% (-5.8K)	All Managers (Combined)	$1.3M	QoQ -2.26% (-$30.9K) YoY -6.64% (-$95.0K)
(cusip25434V567)✕	24.8K	QoQ +2.72% (+657) YoY NEW(+24.8K)	All Managers (Combined)	$1.3M	QoQ +3.83% (+$48.7K) YoY NEW(+$1.3M)
UNION PACIFIC CORP(UNPcusip907818108)	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)