Sowell-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "JWN",
  "HYT",
  null,
  "MMSI",
  "PINS",
  "SE",
  "INSM",
  "ARES",
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  "FLEX",
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  "ARGX",
  "INMD",
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "AGI.TO",
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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,
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  null,
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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 26 of 51

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Bank of New York Mellon Corp

BK|064058100

Shares:8.3K

Value:$694.6K

Limoneira CO

LMNR|532746104

Shares:39.2K

Value:$693.9K

464288372

Shares:12.6K

Value:$689.8K

33739Q408

Shares:11.5K

Value:$689.7K

AUTOZONE INC

AZO|053332102

Shares:180

Value:$686.6K

78464A870

Shares:8.5K

Value:$686.4K

BLACKROCK CORE BOND TRUST

BHK|09249E101

Shares:63.2K

Value:$685.5K

GE Vernova Inc.

GEV|36828A101

Shares:2.2K

Value:$681.3K

CAVA GROUP, INC.

CAVA|148929102

Shares:7.9K

Value:$679.1K

808524870

Shares:25.2K

Value:$677.4K

46137V217

Shares:15.4K

Value:$676.1K

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:44.7K

Value:$671.6K

First Trust Intermediate Duration Preferred & Income Fund

FPF|33718W103

Shares:36.4K

Value:$669.2K

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:6.9K

Value:$668.2K

Elevance Health, Inc.

ELV|036752103

Shares:1.5K

Value:$667.3K

ANNALY CAPITAL MANAGEMENT INC

NLY|035710839

Shares:32.6K

Value:$662.2K

78463X434

Shares:8.4K

Value:$661.2K

Chubb Ltd

CB|H1467J104

Shares:2.2K

Value:$660.3K

46138E784

Shares:32.7K

Value:$659.6K

WILLIAMS SONOMA INC

WSM|969904101

Shares:4.2K

Value:$657.4K

Instrument	Shares		Other Manager	Value
Bank of New York Mellon Corp(BKcusip064058100)	8.3K	QoQ NEW(+8.3K) YoY -38.63% (-5.2K)	All Managers (Combined)	$694.6K	QoQ NEW(+$694.6K) YoY -10.72% (-$83.4K)
Limoneira CO(LMNRcusip532746104)	39.2K	QoQ 0.00% (-0) YoY NEW(+39.2K)	All Managers (Combined)	$693.9K	QoQ -27.55% (-$263.9K) YoY NEW(+$693.9K)
(cusip464288372)✕	12.6K	QoQ +0.37% (+47) YoY -3.37% (-441)	All Managers (Combined)	$689.8K	QoQ +4.98% (+$32.7K) YoY +10.89% (-$67.8K)
(cusip33739Q408)✕	11.5K	QoQ -6.33% (-779) YoY -88.14% (-85.7K)	All Managers (Combined)	$689.7K	QoQ -6.21% (-$45.7K) YoY -88.15% (-$5.1M)
AUTOZONE INC(AZOcusip053332102)	180	QoQ NEW(+180) YoY NEW(+180)	All Managers (Combined)	$686.6K	QoQ NEW(+$686.6K) YoY NEW(+$686.6K)
(cusip78464A870)✕	8.5K	QoQ NEW(+8.5K) YoY -46.28% (-7.3K)	All Managers (Combined)	$686.4K	QoQ NEW(+$686.4K) YoY -54.08% (-$808.6K)
BLACKROCK CORE BOND TRUST(BHKcusip09249E101)	63.2K	QoQ +0.08% (+52) YoY +0.31% (+196)	All Managers (Combined)	$685.5K	QoQ +3.81% (+$25.2K) YoY +0.81% (+$5.5K)
GE Vernova Inc.(GEVcusip36828A101)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$681.3K	QoQ NEW(+$681.3K) YoY NEW(+$681.3K)
CAVA GROUP, INC.(CAVAcusip148929102)	7.9K	QoQ NEW(+7.9K) YoY NEW(+7.9K)	All Managers (Combined)	$679.1K	QoQ NEW(+$679.1K) YoY NEW(+$679.1K)
(cusip808524870)✕	25.2K	QoQ -0.81% (-207) YoY +40.78% (-7.3K)	All Managers (Combined)	$677.4K	QoQ +3.25% (-$21.4K) YoY -27.39% (-$255.6K)
(cusip46137V217)✕	15.4K	QoQ +0.03% (-5) YoY -0.50% (-78)	All Managers (Combined)	$676.1K	QoQ -9.44% (-$70.5K) YoY -13.97% (-$109.9K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	44.7K	QoQ +60.26% (+16.8K) YoY NEW(+44.7K)	All Managers (Combined)	$671.6K	QoQ +47.85% (+$217.4K) YoY NEW(+$671.6K)
First Trust Intermediate Duration Preferred & Income Fund(FPFcusip33718W103)	36.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$669.2K	QoQ +2.16% (+$14.2K) YoY +2.63% (+$17.2K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	6.9K	QoQ -48.48% (-6.5K) YoY -44.13% (-5.5K)	All Managers (Combined)	$668.2K	QoQ -46.35% (-$577.4K) YoY -41.89% (-$481.8K)
Elevance Health, Inc.(ELVcusip036752103)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$667.3K	QoQ NEW(+$667.3K) YoY NEW(+$667.3K)
ANNALY CAPITAL MANAGEMENT INC(NLYcusip035710839)	32.6K	QoQ +0.05% (+19) YoY +7.34% (+2.2K)	All Managers (Combined)	$662.2K	QoQ +11.04% (+$65.9K) YoY +7.15% (+$44.2K)
(cusip78463X434)✕	8.4K	QoQ -92.32% (-100.8K) YoY -91.48% (-90.0K)	All Managers (Combined)	$661.2K	QoQ -91.64% (-$7.3M) YoY -91.16% (-$6.8M)
Chubb Ltd(CBcusipH1467J104)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$660.3K	QoQ NEW(+$660.3K) YoY NEW(+$660.3K)
(cusip46138E784)✕	32.7K	QoQ +2.17% (+696) YoY +10.81% (+3.2K)	All Managers (Combined)	$659.6K	QoQ +3.97% (+$25.2K) YoY +9.20% (+$55.6K)
WILLIAMS SONOMA INC(WSMcusip969904101)	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$657.4K	QoQ NEW(+$657.4K) YoY NEW(+$657.4K)