Sowell Financial Services LLC

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: 0001633697
Manager Name: Sowell Financial Services LLC

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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$10.1B(+44.7%)

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81369Y506

105399(-1.8%)

Value:

$9.8B(+7.1%)

464287614

IWF|464287614

27219(-58.8%)

Value:

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OKE|682680103

91881(+0.9%)

Value:

$9.1B(-0.3%)

464287655

IWM|464287655

44139(-3.1%)

Value:

$8.8B(-12.5%)

STARBUCKS CORP

SBUX|855244109

89096(-3.1%)

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UNITED PARCEL SERVICE INC

UPS|911312106

74271(+11.5%)

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$8.2B(-2.8%)

19761L854

175698(+18.1%)

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$8.0B(+21.9%)

47103U753

164394

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$8.0B

WELLS FARGO & COMPANY/MN

WFC|949746101

111189(-0.7%)

Value:

$8.0B(+1.5%)

464287481

IWP|464287481

67499

Value:

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81752T528

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Philip Morris International Inc.

PM|718172109

49135(+7.8%)

Value:

$7.8B(+42.2%)

MCDONALDS CORP

MCD|580135101

24083(+0.9%)

Value:

$7.5B(+8.8%)

Instrument	Shares		Other Manager	Value
International Business Machines Corp(IBMcusip459200101)	40.6K	QoQ +27.92% (+8.9K) YoY +26.76% (+8.6K)	All Managers (Combined)	$10.1M	QoQ +44.70% (+$3.1M) YoY +65.06% (+$4.0M)
Alphabet Inc.(GOOGcusip02079K107)	63.1K	QoQ -6.50% (-4.4K) YoY -24.83% (-20.9K)	All Managers (Combined)	$9.9M	QoQ -23.29% (-$3.0M) YoY -22.87% (-$2.9M)
(cusip81369Y506)✕	105.4K	QoQ -1.79% (-1.9K) YoY +3.86% (+3.9K)	All Managers (Combined)	$9.8M	QoQ +7.13% (-$656.3K) YoY +2.81% (+$269.6K)
(IWFcusip464287614)	27.2K	QoQ -58.75% (-38.8K) YoY -60.07% (-41.0K)	All Managers (Combined)	$9.8M	QoQ -62.90% (-$16.7M) YoY -57.22% (-$13.1M)
Johnson & Johnson(JNJcusip478160104)	58.9K	QoQ +1.40% (+815) YoY +2.31% (+1.3K)	All Managers (Combined)	$9.8M	QoQ +16.28% (+$1.4M) YoY +7.26% (+$661.0K)
Netflix Inc(NFLXcusip64110L106)	10.5K	QoQ -8.73% (-1.0K) YoY -21.64% (-2.9K)	All Managers (Combined)	$9.8M	QoQ -4.51% (-$461.8K) YoY +20.30% (-$1.6M)
Oneok Inc /New/(OKEcusip682680103)	91.9K	QoQ +0.90% (-822) YoY +17.39% (+13.6K)	All Managers (Combined)	$9.1M	QoQ -0.28% (-$25.9K) YoY +45.30% (+$2.8M)
(IWMcusip464287655)	44.1K	QoQ -3.11% (-1.4K) YoY +25.97% (+9.1K)	All Managers (Combined)	$8.8M	QoQ -12.53% (-$1.3M) YoY +19.49% (+$1.4M)
Starbucks Corp(SBUXcusip855244109)	89.1K	QoQ -3.08% (-2.8K) YoY +1.93% (+1.7K)	All Managers (Combined)	$8.7M	QoQ +4.18% (-$350.9K) YoY +9.40% (+$751.4K)
(XLKcusip81369Y803)	41.8K	QoQ -6.39% (-2.9K) YoY -15.07% (-7.4K)	All Managers (Combined)	$8.6M	QoQ -16.87% (-$1.8M) YoY -15.80% (-$1.6M)
Tesla, Inc.(TSLAcusip88160R101)	32.6K	QoQ +10.80% (-3.2K) YoY -6.75% (-2.4K)	All Managers (Combined)	$8.5M	QoQ -28.89% (-$3.4M) YoY +37.45% (-$2.3M)
(cusip25434V401)✕	137.2K	QoQ +0.76% (-1.0K) YoY -57.28% (-183.9K)	All Managers (Combined)	$8.3M	QoQ -4.40% (-$382.5K) YoY -54.65% (-$10.0M)
United Parcel Service Inc(UPScusip911312106)	74.3K	QoQ +11.46% (-7.6K) YoY +34.95% (-19.2K)	All Managers (Combined)	$8.2M	QoQ -2.77% (-$232.9K) YoY -0.13% (-$11.0K)
(cusip19761L854)✕	175.7K	QoQ +18.14% (+27.0K) YoY NEW(+175.7K)	All Managers (Combined)	$8.0M	QoQ +21.91% (+$1.4M) YoY NEW(+$8.0M)
(cusip47103U753)✕	164.4K	QoQ NEW(+164.4K) YoY NEW(+164.4K)	All Managers (Combined)	$8.0M	QoQ NEW(+$8.0M) YoY NEW(+$8.0M)
Wells Fargo & Company/Mn(WFCcusip949746101)	111.2K	QoQ -0.67% (-756) YoY -18.29% (-24.9K)	All Managers (Combined)	$8.0M	QoQ +1.51% (-$119.2K) YoY +1.19% (-$94.3K)
(IWPcusip464287481)	67.5K	QoQ NEW(+67.5K) YoY +31.40% (+16.1K)	All Managers (Combined)	$7.9M	QoQ NEW(+$7.9M) YoY +35.26% (+$2.1M)
(cusip81752T528)✕	294.9K	QoQ NEW(+294.9K) YoY NEW(+294.9K)	All Managers (Combined)	$7.8M	QoQ NEW(+$7.8M) YoY NEW(+$7.8M)
Philip Morris International Inc.(PMcusip718172109)	49.1K	QoQ +7.79% (+3.6K) YoY -3.18% (-1.6K)	All Managers (Combined)	$7.8M	QoQ +42.16% (+$2.3M) YoY +65.37% (-$3.1M)
Mcdonalds Corp(MCDcusip580135101)	24.1K	QoQ +0.95% (+228) YoY +2.35% (+553)	All Managers (Combined)	$7.5M	QoQ +8.78% (+$607.2K) YoY +13.39% (+$888.7K)