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 2 of 51
46138E354
Shares:194.7K
Value:$14.5M
% of Portfolio:0.7% ($14.5M/$2.2B)
464285204
Shares:219.4K
Value:$12.9M
% of Portfolio:0.6% ($12.9M/$2.2B)
92189F676
Shares:53.3K
Value:$11.3M
% of Portfolio:0.5% ($11.3M/$2.2B)
35473P439
Shares:400.9K
Value:$10.7M
% of Portfolio:0.5% ($10.7M/$2.2B)
46137V472
Shares:116.6K
Value:$10.7M
% of Portfolio:0.5% ($10.7M/$2.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Alphabet Inc.(GOOGLcusip02079K305) | 98.2K | All Managers (Combined) | $15.2M | 0.7% ($15.2M/$2.2B) | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 124.3K | All Managers (Combined) | $14.8M | 0.7% ($14.8M/$2.2B) | ||
(cusip46138E354)✕ | 194.7K | All Managers (Combined) | $14.5M | 0.7% ($14.5M/$2.2B) | ||
| 25.0K | All Managers (Combined) | $14.4M | 0.7% ($14.4M/$2.2B) | |||
| 39.3K | All Managers (Combined) | $13.8M | 0.6% ($13.8M/$2.2B) | |||
AbbVie Inc.(ABBVcusip00287Y109) | 63.6K | All Managers (Combined) | $13.3M | 0.6% ($13.3M/$2.2B) | ||
Broadcom Inc.(AVGOcusip11135F101) | 78.6K | All Managers (Combined) | $13.2M | 0.6% ($13.2M/$2.2B) | ||
(cusip464285204)✕ | 219.4K | All Managers (Combined) | $12.9M | 0.6% ($12.9M/$2.2B) | ||
| 73.4K | All Managers (Combined) | $12.7M | 0.6% ($12.7M/$2.2B) | |||
Walmart Inc.(WMTcusip931142103) | 144.3K | All Managers (Combined) | $12.7M | 0.6% ($12.7M/$2.2B) | ||
CHEVRON CORP(CVXcusip166764100) | 75.1K | All Managers (Combined) | $12.6M | 0.6% ($12.6M/$2.2B) | ||
| 186.7K | All Managers (Combined) | $12.3M | 0.6% ($12.3M/$2.2B) | |||
| 31.8K | All Managers (Combined) | $11.8M | 0.5% ($11.8M/$2.2B) | |||
(cusip92189F676)✕ | 53.3K | All Managers (Combined) | $11.3M | 0.5% ($11.3M/$2.2B) | ||
COCA COLA CO(KOcusip191216100) | 155.4K | All Managers (Combined) | $11.1M | 0.5% ($11.1M/$2.2B) | ||
(cusip35473P439)✕ | 400.9K | All Managers (Combined) | $10.7M | 0.5% ($10.7M/$2.2B) | ||
(cusip46137V472)✕ | 116.6K | All Managers (Combined) | $10.7M | 0.5% ($10.7M/$2.2B) | ||
| 20.7K | All Managers (Combined) | $10.6M | 0.5% ($10.6M/$2.2B) | |||
| 111.0K | All Managers (Combined) | $10.4M | 0.5% ($10.4M/$2.2B) | |||
| 244.7K | All Managers (Combined) | $10.2M | 0.5% ($10.2M/$2.2B) |