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",
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  null,
  null,
  "RF",
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  null,
  null,
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  null,
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  null,
  null,
  "KBR",
  null,
  null,
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  null,
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  "APD",
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  null,
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  null,
  "VONG",
  null,
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  "JQC",
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  "AXL",
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  "T",
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  null,
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  "CAT",
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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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  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,
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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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  "GM",
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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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  null,
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  null,
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  null,
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  null,
  null,
  "AWK",
  null,
  null,
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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 24 of 51

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92189F429

Shares:46.5K

Value:$779.8K

316092840

Shares:15.7K

Value:$778.2K

GARTNER INC

IT|366651107

Shares:1.8K

Value:$773.6K

BlackRock, Inc.

BLK|09290D101

Shares:816

Value:$772.5K

37954Y673

Shares:20.4K

Value:$771.5K

AGNC Investment Corp.

AGNC|00123Q104

Shares:80.5K

Value:$771.0K

464287762

Shares:12.7K

Value:$770.3K

Wheaton Precious Metals Corp.

WPM|962879102

Shares:9.9K

Value:$769.4K

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:8.8K

Value:$768.2K

BP PLC

BP|055622104

Shares:22.7K

Value:$767.5K

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:49.9K

Value:$767.2K

ECOLAB INC.

ECL|278865100

Shares:3.0K

Value:$764.8K

92189F411

Shares:45.6K

Value:$763.5K

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:4.2K

Value:$760.8K

46137V530

Shares:17.2K

Value:$757.9K

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:6.9K

Value:$757.8K

Vale S.A.

VALE|91912E105

Shares:75.7K

Value:$755.7K

464288687

Shares:24.4K

Value:$751.2K

46641Q225

BBCA|46641Q225

Shares:10.5K

Value:$750.8K

WESTERN ASSET GLOBAL CORPORATE OPPORTUNITY FUND INC.

GDO|95790C107

Shares:64.3K

Value:$745.2K

Instrument	Shares		Other Manager	Value
(cusip92189F429)✕	46.5K	QoQ +7.06% (+3.1K) YoY +263.06% (+33.7K)	All Managers (Combined)	$779.8K	QoQ +4.02% (+$30.2K) YoY +243.54% (+$552.8K)
(cusip316092840)✕	15.7K	QoQ +4.67% (+701) YoY +21.62% (+2.8K)	All Managers (Combined)	$778.2K	QoQ +3.96% (+$29.7K) YoY +33.25% (+$194.2K)
GARTNER INC(ITcusip366651107)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$773.6K	QoQ NEW(+$773.6K) YoY NEW(+$773.6K)
BlackRock, Inc.(BLKcusip09290D101)	816	QoQ NEW(+816) YoY NEW(+816)	All Managers (Combined)	$772.5K	QoQ NEW(+$772.5K) YoY NEW(+$772.5K)
(cusip37954Y673)✕	20.4K	QoQ -4.09% (-872) YoY NEW(+20.4K)	All Managers (Combined)	$771.5K	QoQ -10.44% (-$90.0K) YoY NEW(+$771.5K)
AGNC Investment Corp.(AGNCcusip00123Q104)	80.5K	QoQ +47.32% (+25.9K) YoY +114.79% (+43.0K)	All Managers (Combined)	$771.0K	QoQ +53.23% (+$267.9K) YoY +105.59% (+$396.0K)
(cusip464287762)✕	12.7K	QoQ -0.31% (-40) YoY -25.05% (-4.2K)	All Managers (Combined)	$770.3K	QoQ +4.16% (-$30.8K) YoY -26.29% (-$274.7K)
Wheaton Precious Metals Corp.(WPMcusip962879102)	9.9K	QoQ NEW(+9.9K) YoY NEW(+9.9K)	All Managers (Combined)	$769.4K	QoQ NEW(+$769.4K) YoY NEW(+$769.4K)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	8.8K	QoQ NEW(+8.8K) YoY NEW(+8.8K)	All Managers (Combined)	$768.2K	QoQ NEW(+$768.2K) YoY NEW(+$768.2K)
BP PLC(BPcusip055622104)	22.7K	QoQ -2.10% (-488) YoY -31.33% (-10.4K)	All Managers (Combined)	$767.5K	QoQ +11.90% (-$81.7K) YoY -38.40% (-$478.5K)
TEVA PHARMACEUTICAL INDUSTRIES LTD(TEVAcusip881624209)	49.9K	QoQ +0.63% (-313) YoY +4.40% (+2.1K)	All Managers (Combined)	$767.2K	QoQ -29.82% (-$326.0K) YoY +13.65% (+$92.2K)
ECOLAB INC.(ECLcusip278865100)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$764.8K	QoQ NEW(+$764.8K) YoY NEW(+$764.8K)
(cusip92189F411)✕	45.6K	QoQ +11.55% (+4.7K) YoY NEW(+45.6K)	All Managers (Combined)	$763.5K	QoQ +12.42% (+$84.4K) YoY NEW(+$763.5K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$760.8K	QoQ NEW(+$760.8K) YoY NEW(+$760.8K)
(cusip46137V530)✕	17.2K	QoQ +2.99% (-500) YoY 0.00% (+0)	All Managers (Combined)	$757.9K	QoQ -2.64% (-$20.6K) YoY +10.64% (+$72.9K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$757.8K	QoQ NEW(+$757.8K) YoY NEW(+$757.8K)
Vale S.A.(VALEcusip91912E105)	75.7K	QoQ +1.26% (+948) YoY NEW(+75.7K)	All Managers (Combined)	$755.7K	QoQ +13.94% (+$92.5K) YoY NEW(+$755.7K)
(cusip464288687)✕	24.4K	QoQ +4.98% (+1.2K) YoY -18.52% (-5.6K)	All Managers (Combined)	$751.2K	QoQ +2.61% (+$19.1K) YoY -22.32% (-$215.8K)
(BBCAcusip46641Q225)	10.5K	QoQ +1.07% (+112) YoY NEW(+10.5K)	All Managers (Combined)	$750.8K	QoQ +2.46% (+$18.1K) YoY NEW(+$750.8K)
WESTERN ASSET GLOBAL CORPORATE OPPORTUNITY FUND INC.(GDOcusip95790C107)	64.3K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$745.2K	QoQ +2.20% (+$16.1K) YoY -8.00% (-$64.8K)