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",
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  "AVGO",
  "APP",
  "LOW",
  null,
  "BRO",
  "BDJ",
  "ARCC",
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  "BBDC",
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  null,
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  null,
  null,
  "BSX",
  null,
  null,
  null,
  "RQI",
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  null,
  null,
  "DBEF",
  null,
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  null,
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  null,
  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,
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "PFO",
  null,
  null,
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  null,
  "FE",
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  "GERN",
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  null,
  null,
  "QCOM",
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  null,
  null,
  "ISRG",
  null,
  null,
  "HURN",
  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,
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  null,
  null,
  null,
  null,
  "LXU",
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  null,
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  "LMNR",
  null,
  "MDXG",
  "HEFA",
  "MBIN",
  "VKQ",
  "IQI",
  null,
  null,
  "IVW",
  null,
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  "PAHC",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TSI",
  "TNYA",
  null,
  "TGB",
  null,
  null,
  null,
  null,
  "NAC",
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  null,
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  null,
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  null,
  "SVM",
  null,
  null,
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  "JCE",
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  "L",
  null,
  null,
  null,
  "DHF",
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  null,
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  null,
  "MMC",
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  null,
  null,
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  "TMUS",
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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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  "KLAC",
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  "KR",
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  "KHC",
  "NOC",
  "OKE",
  null,
  "DASH",
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  "VGIT",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  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,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  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,
  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  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,
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  null,
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  null,
  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,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  "OMER",
  null,
  null,
  null,
  null,
  "EXP",
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  null,
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  "SU",
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "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",
  "APH",
  "AMD",
  "SONY",
  "SDY",
  "FI",
  "DRI",
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  "TAP",
  "F",
  "GNRC",
  "WEC",
  "DEO",
  "AJG",
  "WM",
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  "IWR",
  "EFX",
  "IR",
  null,
  "GSLC",
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  "AEP",
  "BKR",
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  "INBK",
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  null,
  null,
  null,
  "IGIC",
  null,
  "KNOP",
  null,
  null,
  null,
  "RACE",
  "PEG",
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  null,
  "AMZN",
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  "NEA",
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  "SCHB",
  null,
  null,
  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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  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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  "VOT",
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  "VB",
  "VOO",
  "VLTO",
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  "VEEV",
  "VTRS",
  "V",
  "VSH",
  "VST",
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  "WBD",
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  "WELL",
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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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  "EIX",
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  "NOK",
  null,
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  "NZF",
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  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,
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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,
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  "SKY",
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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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  "MO",
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  "ITOT",
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  "ZTS"
]

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 • $2.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 29 of 51

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United Airlines Holdings, Inc.

UAL|910047109

Shares:7.9K

Value:$547.9K

% of Portfolio:0.0% ($547.9K/$2.2B)

OMNICOM GROUP INC.

OMC|681919106

Shares:6.5K

Value:$542.6K

% of Portfolio:0.0% ($542.6K/$2.2B)

MakeMyTrip Ltd

MMYT|V5633W109

Shares:5.5K

Value:$539.4K

% of Portfolio:0.0% ($539.4K/$2.2B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:2.0K

Value:$538.0K

% of Portfolio:0.0% ($538.0K/$2.2B)

46138E404

Shares:28.5K

Value:$537.3K

% of Portfolio:0.0% ($537.3K/$2.2B)

46435G672

Shares:10.7K

Value:$533.9K

% of Portfolio:0.0% ($533.9K/$2.2B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:6.8K

Value:$532.6K

% of Portfolio:0.0% ($532.6K/$2.2B)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:4.4K

Value:$530.3K

% of Portfolio:0.0% ($530.3K/$2.2B)

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

Shares:4.8K

Value:$529.3K

% of Portfolio:0.0% ($529.3K/$2.2B)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:2.2K

Value:$528.6K

% of Portfolio:0.0% ($528.6K/$2.2B)

33740U885

Shares:12.9K

Value:$525.6K

% of Portfolio:0.0% ($525.6K/$2.2B)

464287473

IWS|464287473

Shares:4.2K

Value:$522.9K

% of Portfolio:0.0% ($522.9K/$2.2B)

060505682

Shares:421

Value:$519.8K

% of Portfolio:0.0% ($519.8K/$2.2B)

46434V282

Shares:9.0K

Value:$519.5K

% of Portfolio:0.0% ($519.5K/$2.2B)

KBR, INC.

KBR|48242W106

Shares:10.4K

Value:$518.4K

% of Portfolio:0.0% ($518.4K/$2.2B)

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

Shares:4.5K

Value:$517.1K

% of Portfolio:0.0% ($517.1K/$2.2B)

37954Y384

Shares:15.9K

Value:$512.8K

% of Portfolio:0.0% ($512.8K/$2.2B)

MPLX LP

MPLX|55336V100

Shares:9.6K

Value:$511.7K

% of Portfolio:0.0% ($511.7K/$2.2B)

Constellation Energy Corp

CEG|21037T109

Shares:2.5K

Value:$511.7K

% of Portfolio:0.0% ($511.7K/$2.2B)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:14.8K

Value:$505.9K

% of Portfolio:0.0% ($505.9K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
United Airlines Holdings, Inc.(UALcusip910047109)	7.9K	QoQ NEW(+7.9K) YoY NEW(+7.9K)	All Managers (Combined)	$547.9K	0.0% ($547.9K/$2.2B)	QoQ NEW(+$547.9K) YoY NEW(+$547.9K)
OMNICOM GROUP INC.(OMCcusip681919106)	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$542.6K	0.0% ($542.6K/$2.2B)	QoQ NEW(+$542.6K) YoY NEW(+$542.6K)
MakeMyTrip Ltd(MMYTcusipV5633W109)	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$539.4K	0.0% ($539.4K/$2.2B)	QoQ NEW(+$539.4K) YoY NEW(+$539.4K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$538.0K	0.0% ($538.0K/$2.2B)	QoQ NEW(+$538.0K) YoY NEW(+$538.0K)
(cusip46138E404)✕	28.5K	QoQ -1.64% (-478) YoY +4.45% (+1.2K)	All Managers (Combined)	$537.3K	0.0% ($537.3K/$2.2B)	QoQ -3.24% (-$18.0K) YoY +4.52% (+$23.3K)
(cusip46435G672)✕	10.7K	QoQ +2.45% (+256) YoY -23.73% (-3.3K)	All Managers (Combined)	$533.9K	0.0% ($533.9K/$2.2B)	QoQ +2.59% (+$13.5K) YoY -23.62% (-$165.1K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	6.8K	QoQ NEW(+6.8K) YoY -57.66% (-9.3K)	All Managers (Combined)	$532.6K	0.0% ($532.6K/$2.2B)	QoQ NEW(+$532.6K) YoY -54.16% (-$629.4K)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$530.3K	0.0% ($530.3K/$2.2B)	QoQ NEW(+$530.3K) YoY NEW(+$530.3K)
NEUROCRINE BIOSCIENCES INC(NBIXcusip64125C109)	4.8K	QoQ NEW(+4.8K) YoY -56.15% (-6.1K)	All Managers (Combined)	$529.3K	0.0% ($529.3K/$2.2B)	QoQ NEW(+$529.3K) YoY -64.85% (-$976.7K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$528.6K	0.0% ($528.6K/$2.2B)	QoQ NEW(+$528.6K) YoY NEW(+$528.6K)
(cusip33740U885)✕	12.9K	QoQ +1.04% (+133) YoY NEW(+12.9K)	All Managers (Combined)	$525.6K	0.0% ($525.6K/$2.2B)	QoQ +0.06% (+$350) YoY NEW(+$525.6K)
(IWScusip464287473)	4.2K	QoQ -91.30% (-43.6K) YoY NEW(+4.2K)	All Managers (Combined)	$522.9K	0.0% ($522.9K/$2.2B)	QoQ -91.53% (-$5.7M) YoY NEW(+$522.9K)
(cusip060505682)✕	421	QoQ NEW(+421) YoY NEW(+421)	All Managers (Combined)	$519.8K	0.0% ($519.8K/$2.2B)	QoQ NEW(+$519.8K) YoY NEW(+$519.8K)
(cusip46434V282)✕	9.0K	QoQ NEW(+9.0K) YoY NEW(+9.0K)	All Managers (Combined)	$519.5K	0.0% ($519.5K/$2.2B)	QoQ NEW(+$519.5K) YoY NEW(+$519.5K)
KBR, INC.(KBRcusip48242W106)	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$518.4K	0.0% ($518.4K/$2.2B)	QoQ NEW(+$518.4K) YoY NEW(+$518.4K)
BJ's Wholesale Club Holdings, Inc.(BJcusip05550J101)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$517.1K	0.0% ($517.1K/$2.2B)	QoQ NEW(+$517.1K) YoY NEW(+$517.1K)
(cusip37954Y384)✕	15.9K	QoQ NEW(+15.9K) YoY NEW(+15.9K)	All Managers (Combined)	$512.8K	0.0% ($512.8K/$2.2B)	QoQ NEW(+$512.8K) YoY NEW(+$512.8K)
MPLX LP(MPLXcusip55336V100)	9.6K	QoQ -6.34% (-648) YoY -11.10% (-1.2K)	All Managers (Combined)	$511.7K	0.0% ($511.7K/$2.2B)	QoQ +4.72% (-$23.1K) YoY +14.48% (-$64.7K)
Constellation Energy Corp(CEGcusip21037T109)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$511.7K	0.0% ($511.7K/$2.2B)	QoQ NEW(+$511.7K) YoY NEW(+$511.7K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	14.8K	QoQ +11.72% (+1.6K) YoY NEW(+14.8K)	All Managers (Combined)	$505.9K	0.0% ($505.9K/$2.2B)	QoQ +25.50% (+$102.8K) YoY NEW(+$505.9K)