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",
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  "ARM",
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  "MU",
  null,
  null,
  "LBRT",
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  null,
  "FNDA",
  "MPLX",
  "ACN",
  null,
  null,
  "KBR",
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
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  "APD",
  "BABA",
  "SFNC",
  null,
  "MTSI",
  "JLL",
  null,
  "VONG",
  null,
  "ALL",
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  "VDE",
  "AXP",
  "JQC",
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  "AXL",
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  "AIG",
  "ASML",
  "T",
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  "EC",
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  null,
  null,
  "CAT",
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  "AVGO",
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  "LOW",
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  "RQI",
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  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,
  null,
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  null,
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  "LMNR",
  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
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  "NAC",
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  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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  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  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,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  "IBM",
  null,
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  null,
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  null,
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  "VWO",
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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,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  "OMER",
  null,
  null,
  null,
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  "EXP",
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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,
  "ETR",
  "BN.TO",
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  "VTR",
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  null,
  "DD",
  "VRTX",
  null,
  "TT",
  "VRSK",
  "VRT",
  "R",
  "RGLD",
  "MUSA",
  "ATO",
  "ADSK",
  "AON",
  "SFM",
  "GM",
  "HAL",
  "SF",
  "ACGL",
  null,
  "USFD",
  "ALB",
  "AFL",
  "AXON",
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  "AMD",
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  "TAP",
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  "GNRC",
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  "DEO",
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  "WM",
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  "IWR",
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  "IR",
  null,
  "GSLC",
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  null,
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  null,
  "IGIC",
  null,
  "KNOP",
  null,
  null,
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  "RACE",
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  "DHI",
  null,
  "AMZN",
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  "NEA",
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  "SCHB",
  null,
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  "CMS",
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  null,
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  null,
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  null,
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  "DOX",
  "BBCA",
  null,
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  null,
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  null,
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  "ESGV",
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  null,
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  null,
  "VXUS",
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  "MGV",
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  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VEEV",
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  "V",
  "VSH",
  "VST",
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  "WBD",
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  "WBA",
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  "WELL",
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  null,
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  null,
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  "EIX",
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  "NOK",
  null,
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  "NZF",
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  null,
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  "ON",
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  "PPL",
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  "NOVA",
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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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  "GEV",
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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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  "CDE",
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  null,
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  null,
  null,
  "AWK",
  null,
  null,
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  "MO",
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  "ITOT",
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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 23 of 51

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ARES CAPITAL CORP

ARCC|04010L103

Shares:37.0K

Value:$819.4K

ONE Gas, Inc.

OGS|68235P108

Shares:10.8K

Value:$816.8K

09290C103

Shares:16.7K

Value:$816.3K

Keysight Technologies, Inc.

KEYS|49338L103

Shares:5.4K

Value:$811.0K

Sibanye Stillwater Ltd

SBSW|82575P107

Shares:176.6K

Value:$809.0K

922908538

VOT|922908538

Shares:3.3K

Value:$807.7K

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:7.2K

Value:$806.7K

LINDE PLC

LIN|G54950103

Shares:1.7K

Value:$806.0K

US BANCORP \DE\

USB|902973304

Shares:19.1K

Value:$805.5K

lululemon athletica inc.

LULU|550021109

Shares:2.8K

Value:$804.5K

HORTON D R INC /DE/

DHI|23331A109

Shares:6.3K

Value:$804.0K

92204A702

VGT|92204A702

Shares:1.5K

Value:$803.8K

Vistra Corp.

VST|92840M102

Shares:6.8K

Value:$803.5K

Zoetis Inc.

ZTS|98978V103

Shares:4.9K

Value:$801.7K

86280R506

Shares:37.9K

Value:$800.3K

COHEN & STEERS QUALITY INCOME REALTY FUND INC

RQI|19247L106

Shares:63.6K

Value:$798.3K

464288448

Shares:25.7K

Value:$796.2K

PAN AMERICAN SILVER CORP

PAAS|697900108

Shares:30.4K

Value:$785.2K

808524839

Shares:33.9K

Value:$784.6K

W.W. GRAINGER, INC.

GWW|384802104

Shares:790

Value:$780.6K

Instrument	Shares		Other Manager	Value
ARES CAPITAL CORP(ARCCcusip04010L103)	37.0K	QoQ -1.29% (-487) YoY +5.64% (+2.0K)	All Managers (Combined)	$819.4K	QoQ -0.08% (-$682) YoY +12.40% (+$90.4K)
ONE Gas, Inc.(OGScusip68235P108)	10.8K	QoQ -6.96% (-809) YoY -10.44% (-1.3K)	All Managers (Combined)	$816.8K	QoQ +1.55% (-$12.5K) YoY +4.85% (-$37.8K)
(cusip09290C103)✕	16.7K	QoQ +2.92% (-476) YoY -40.76% (-11.5K)	All Managers (Combined)	$816.3K	QoQ -2.07% (-$17.3K) YoY -34.95% (-$438.7K)
Keysight Technologies, Inc.(KEYScusip49338L103)	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$811.0K	QoQ NEW(+$811.0K) YoY NEW(+$811.0K)
Sibanye Stillwater Ltd(SBSWcusip82575P107)	176.6K	QoQ -1.45% (-2.6K) YoY -0.15% (-271)	All Managers (Combined)	$809.0K	QoQ +36.76% (-$217.5K) YoY -2.88% (-$24.0K)
(VOTcusip922908538)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$807.7K	QoQ NEW(+$807.7K) YoY NEW(+$807.7K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$806.7K	QoQ NEW(+$806.7K) YoY NEW(+$806.7K)
LINDE PLC(LINcusipG54950103)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$806.0K	QoQ NEW(+$806.0K) YoY NEW(+$806.0K)
US BANCORP \DE\(USBcusip902973304)	19.1K	QoQ -28.20% (-7.5K) YoY -58.89% (-27.3K)	All Managers (Combined)	$805.5K	QoQ -36.62% (-$465.6K) YoY -61.60% (-$1.3M)
lululemon athletica inc.(LULUcusip550021109)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$804.5K	QoQ NEW(+$804.5K) YoY NEW(+$804.5K)
HORTON D R INC /DE/(DHIcusip23331A109)	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$804.0K	QoQ NEW(+$804.0K) YoY NEW(+$804.0K)
(VGTcusip92204A702)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$803.8K	QoQ NEW(+$803.8K) YoY NEW(+$803.8K)
Vistra Corp.(VSTcusip92840M102)	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$803.5K	QoQ NEW(+$803.5K) YoY NEW(+$803.5K)
Zoetis Inc.(ZTScusip98978V103)	4.9K	QoQ NEW(+4.9K) YoY -60.56% (-7.5K)	All Managers (Combined)	$801.7K	QoQ NEW(+$801.7K) YoY -61.62% (-$1.3M)
(cusip86280R506)✕	37.9K	QoQ +0.05% (-20) YoY +0.04% (-18)	All Managers (Combined)	$800.3K	QoQ -1.07% (-$8.7K) YoY -0.57% (-$4.7K)
COHEN & STEERS QUALITY INCOME REALTY FUND INC(RQIcusip19247L106)	63.6K	QoQ -3.88% (-2.6K) YoY +9.76% (+5.7K)	All Managers (Combined)	$798.3K	QoQ -1.37% (-$11.1K) YoY +14.20% (+$99.3K)
(cusip464288448)✕	25.7K	QoQ +0.28% (+74) YoY -33.24% (-12.8K)	All Managers (Combined)	$796.2K	QoQ +13.62% (+$95.5K) YoY -26.13% (-$281.8K)
PAN AMERICAN SILVER CORP(PAAScusip697900108)	30.4K	QoQ +1.18% (+355) YoY -1.76% (-547)	All Managers (Combined)	$785.2K	QoQ +29.25% (+$177.7K) YoY +68.14% (-$318.2K)
(cusip808524839)✕	33.9K	QoQ +0.22% (+76) YoY +111.24% (+17.8K)	All Managers (Combined)	$784.6K	QoQ +2.25% (+$17.3K) YoY +6.31% (+$46.6K)
W.W. GRAINGER, INC.(GWWcusip384802104)	790	QoQ NEW(+790) YoY NEW(+790)	All Managers (Combined)	$780.6K	QoQ NEW(+$780.6K) YoY NEW(+$780.6K)