Sowell-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "JWN",
  "HYT",
  null,
  "MMSI",
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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 17 of 51

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BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:24.7K

Value:$1.3M

464288281

Shares:14.3K

Value:$1.3M

922042858

VWO|922042858

Shares:28.3K

Value:$1.3M

RIO TINTO PLC

RIO|767204100

Shares:21.3K

Value:$1.3M

14020Y300

Shares:46.7K

Value:$1.3M

46137V100

Shares:10.8K

Value:$1.3M

JABIL INC

JBL|466313103

Shares:9.3K

Value:$1.3M

Marvell Technology, Inc.

MRVL|573874104

Shares:20.4K

Value:$1.3M

464287705

IJJ|464287705

Shares:10.5K

Value:$1.3M

NOVO NORDISK A S

NVO|670100205

Shares:18.0K

Value:$1.3M

46429B747

Shares:12.1K

Value:$1.3M

EASTMAN CHEMICAL CO

EMN|277432100

Shares:14.1K

Value:$1.2M

33733E104

Shares:13.8K

Value:$1.2M

69374H857

Shares:32.9K

Value:$1.2M

85207H104

Shares:51.1K

Value:$1.2M

EMERSON ELECTRIC CO

EMR|291011104

Shares:11.2K

Value:$1.2M

INTEL CORP

INTC|458140100

Shares:53.7K

Value:$1.2M

81369Y860

Shares:29.1K

Value:$1.2M

DICK'S SPORTING GOODS, INC.

DKS|253393102

Shares:6.0K

Value:$1.2M

33738R506

Shares:20.5K

Value:$1.2M

Instrument	Shares		Other Manager	Value
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	24.7K	QoQ +7.13% (-1.6K) YoY +8.94% (+2.0K)	All Managers (Combined)	$1.3M	QoQ -2.26% (-$30.0K) YoY +36.42% (+$346.0K)
(cusip464288281)✕	14.3K	QoQ +4.42% (+605) YoY -6.06% (-922)	All Managers (Combined)	$1.3M	QoQ +6.24% (+$76.0K) YoY -5.07% (-$69.2K)
(VWOcusip922042858)	28.3K	QoQ -4.88% (-1.5K) YoY -2.06% (-597)	All Managers (Combined)	$1.3M	QoQ -2.25% (-$29.5K) YoY +6.11% (-$73.9K)
RIO TINTO PLC(RIOcusip767204100)	21.3K	QoQ +7.12% (+1.4K) YoY +110.59% (+11.2K)	All Managers (Combined)	$1.3M	QoQ +9.43% (+$110.1K) YoY +90.88% (+$608.0K)
(cusip14020Y300)✕	46.7K	QoQ -1.77% (-845) YoY NEW(+46.7K)	All Managers (Combined)	$1.3M	QoQ -1.70% (-$22.1K) YoY NEW(+$1.3M)
(cusip46137V100)✕	10.8K	QoQ +1.55% (+166) YoY NEW(+10.8K)	All Managers (Combined)	$1.3M	QoQ +3.16% (+$38.8K) YoY NEW(+$1.3M)
JABIL INC(JBLcusip466313103)	9.3K	QoQ NEW(+9.3K) YoY NEW(+9.3K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
Marvell Technology, Inc.(MRVLcusip573874104)	20.4K	QoQ -8.61% (-1.9K) YoY +65.72% (+8.1K)	All Managers (Combined)	$1.3M	QoQ -49.06% (-$1.2M) YoY +44.02% (+$384.4K)
(IJJcusip464287705)	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
NOVO NORDISK A S(NVOcusip670100205)	18.0K	QoQ -15.34% (-3.3K) YoY -71.43% (-45.1K)	All Managers (Combined)	$1.3M	QoQ -31.65% (-$580.1K) YoY -84.66% (-$6.9M)
(cusip46429B747)✕	12.1K	QoQ +11.89% (+1.3K) YoY +3.43% (+402)	All Managers (Combined)	$1.3M	QoQ +15.08% (+$164.1K) YoY +7.61% (+$88.6K)
EASTMAN CHEMICAL CO(EMNcusip277432100)	14.1K	QoQ +12.05% (+1.5K) YoY NEW(+14.1K)	All Managers (Combined)	$1.2M	QoQ +8.10% (+$93.0K) YoY NEW(+$1.2M)
(cusip33733E104)✕	13.8K	QoQ NEW(+13.8K) YoY NEW(+13.8K)	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(cusip69374H857)✕	32.9K	QoQ +2.43% (-783) YoY NEW(+32.9K)	All Managers (Combined)	$1.2M	QoQ -12.71% (-$179.9K) YoY NEW(+$1.2M)
(cusip85207H104)✕	51.1K	QoQ +24.26% (+10.0K) YoY -96.03% (-1.2M)	All Managers (Combined)	$1.2M	QoQ +48.45% (+$401.5K) YoY -94.48% (-$21.1M)
EMERSON ELECTRIC CO(EMRcusip291011104)	11.2K	QoQ NEW(+11.2K) YoY NEW(+11.2K)	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
INTEL CORP(INTCcusip458140100)	53.7K	QoQ +7.50% (+3.7K) YoY -28.53% (-21.4K)	All Managers (Combined)	$1.2M	QoQ +21.76% (+$217.9K) YoY -63.25% (-$2.1M)
(cusip81369Y860)✕	29.1K	QoQ +10.02% (+2.6K) YoY +37.54% (+7.9K)	All Managers (Combined)	$1.2M	QoQ +13.21% (+$142.0K) YoY +45.66% (+$381.3K)
DICK'S SPORTING GOODS, INC.(DKScusip253393102)	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(cusip33738R506)✕	20.5K	QoQ NEW(+20.5K) YoY -36.90% (-12.0K)	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY -34.22% (-$624.7K)