Sowell-Financial-Services

Filing Details

13F-HR2025-03-31
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% identified
709 identified298 unidentified

Holdings

1,007 positions • $2.2B total value
Manager:
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INTERNATIONAL BUSINESS MACHINES CORP
Shares:40.6K
Value:$10.1M
% of Portfolio:0.5% ($10.1M/$2.2B)
Alphabet Inc.
Shares:63.1K
Value:$9.9M
% of Portfolio:0.4% ($9.9M/$2.2B)
81369Y506
Shares:105.4K
Value:$9.8M
% of Portfolio:0.4% ($9.8M/$2.2B)
464287614
Shares:27.2K
Value:$9.8M
% of Portfolio:0.4% ($9.8M/$2.2B)
JOHNSON & JOHNSON
Shares:58.9K
Value:$9.8M
% of Portfolio:0.4% ($9.8M/$2.2B)
NETFLIX INC
Shares:10.5K
Value:$9.8M
% of Portfolio:0.4% ($9.8M/$2.2B)
ONEOK INC /NEW/
Shares:91.9K
Value:$9.1M
% of Portfolio:0.4% ($9.1M/$2.2B)
464287655
Shares:44.1K
Value:$8.8M
% of Portfolio:0.4% ($8.8M/$2.2B)
STARBUCKS CORP
Shares:89.1K
Value:$8.7M
% of Portfolio:0.4% ($8.7M/$2.2B)
81369Y803
Shares:41.8K
Value:$8.6M
% of Portfolio:0.4% ($8.6M/$2.2B)
Tesla, Inc.
Shares:32.6K
Value:$8.5M
% of Portfolio:0.4% ($8.5M/$2.2B)
25434V401
Shares:137.2K
Value:$8.3M
% of Portfolio:0.4% ($8.3M/$2.2B)
UNITED PARCEL SERVICE INC
Shares:74.3K
Value:$8.2M
% of Portfolio:0.4% ($8.2M/$2.2B)
19761L854
Shares:175.7K
Value:$8.0M
% of Portfolio:0.4% ($8.0M/$2.2B)
47103U753
Shares:164.4K
Value:$8.0M
% of Portfolio:0.4% ($8.0M/$2.2B)
WELLS FARGO & COMPANY/MN
Shares:111.2K
Value:$8.0M
% of Portfolio:0.4% ($8.0M/$2.2B)
464287481
Shares:67.5K
Value:$7.9M
% of Portfolio:0.4% ($7.9M/$2.2B)
81752T528
Shares:294.9K
Value:$7.8M
% of Portfolio:0.4% ($7.8M/$2.2B)
Philip Morris International Inc.
Shares:49.1K
Value:$7.8M
% of Portfolio:0.4% ($7.8M/$2.2B)
MCDONALDS CORP
Shares:24.1K
Value:$7.5M
% of Portfolio:0.3% ($7.5M/$2.2B)