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",
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  null,
  null,
  "CAT",
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  "AVGO",
  "APP",
  "LOW",
  null,
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  "BDJ",
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  null,
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  null,
  null,
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  null,
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  null,
  "RQI",
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  null,
  null,
  "DBEF",
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  "CCI",
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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,
  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,
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  null,
  null,
  null,
  "PFO",
  null,
  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
  "HSBC",
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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",
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  "IQI",
  null,
  null,
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  null,
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  "PAHC",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  "TGB",
  null,
  null,
  null,
  null,
  "NAC",
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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,
  null,
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  null,
  null,
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  "DHF",
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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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  "KLAC",
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  "KR",
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  "KHC",
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  "OKE",
  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  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,
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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,
  "IEFA",
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  null,
  null,
  null,
  "SCHX",
  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  "IBM",
  null,
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  null,
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  null,
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  "VWO",
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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,
  "IWV",
  null,
  null,
  null,
  null,
  null,
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  null,
  "VCIT",
  "OMER",
  null,
  null,
  null,
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  "EXP",
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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,
  "ETR",
  "BN.TO",
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  "VTR",
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  null,
  "DD",
  "VRTX",
  null,
  "TT",
  "VRSK",
  "VRT",
  "R",
  "RGLD",
  "MUSA",
  "ATO",
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  "AON",
  "SFM",
  "GM",
  "HAL",
  "SF",
  "ACGL",
  null,
  "USFD",
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  "AXON",
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  "AMD",
  "SONY",
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  "FI",
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  "TAP",
  "F",
  "GNRC",
  "WEC",
  "DEO",
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  "WM",
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  "IWR",
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  "IR",
  null,
  "GSLC",
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  "AEP",
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  null,
  null,
  null,
  "IGIC",
  null,
  "KNOP",
  null,
  null,
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  "RACE",
  "PEG",
  "FDS",
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  "DHI",
  null,
  "AMZN",
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  "NEA",
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  "SCHB",
  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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  "DOX",
  "BBCA",
  null,
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  null,
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  null,
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  "ESGV",
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  null,
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  null,
  "VXUS",
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  "MGV",
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  "VBR",
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  "VB",
  "VOO",
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  "VTV",
  "VEEV",
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  "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,
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  "EIX",
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  "NOK",
  null,
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  null,
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  "PPL",
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  "NOVA",
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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,
  "IXUS",
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  null,
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  null,
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  "GEV",
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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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  "CDE",
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  "FIX",
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  null,
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  null,
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
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  "ITOT",
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  "JPM",
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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 • $2,197,375.992K total value

1,007 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 31 of 51

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FS KKR Capital Corp

FSK|302635206

Shares:22.7K

Value:$475.1K

Cboe Global Markets, Inc.

CBOE|12503M108

Shares:2.1K

Value:$474.7K

UNILEVER PLC

UL|904767704

Shares:7.9K

Value:$470.6K

S&P Global Inc.

SPGI|78409V104

Shares:925

Value:$469.9K

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:1.6K

Value:$465.5K

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:3.8K

Value:$464.7K

808524102

SCHB|808524102

Shares:21.4K

Value:$460.7K

BWX Technologies, Inc.

BWXT|05605H100

Shares:4.7K

Value:$460.4K

33740F599

Shares:10.9K

Value:$459.4K

COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP

SBS|20441A102

Shares:25.2K

Value:$450.2K

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:4.6K

Value:$448.5K

00791R830

Shares:17.9K

Value:$444.5K

092528603

Shares:8.4K

Value:$442.4K

QUANTA SERVICES, INC.

PWR|74762E102

Shares:1.7K

Value:$441.8K

46434G822

EWJ|46434G822

Shares:6.4K

Value:$435.9K

389930207

Shares:11.9K

Value:$434.7K

DuPont de Nemours, Inc.

DD|26614N102

Shares:5.8K

Value:$434.6K

MERIT MEDICAL SYSTEMS INC

MMSI|589889104

Shares:4.1K

Value:$434.3K

PINTEREST, INC.

PINS|72352L106

Shares:14.0K

Value:$434.2K

BAXTER INTERNATIONAL INC

BAX|071813109

Shares:12.7K

Value:$433.4K

Instrument	Shares		Other Manager	Value
FS KKR Capital Corp(FSKcusip302635206)	22.7K	QoQ -3.34% (-786) YoY -24.76% (-7.5K)	All Managers (Combined)	$475.1K	QoQ -6.77% (-$34.5K) YoY -20.27% (-$120.9K)
Cboe Global Markets, Inc.(CBOEcusip12503M108)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$474.7K	QoQ NEW(+$474.7K) YoY NEW(+$474.7K)
UNILEVER PLC(ULcusip904767704)	7.9K	QoQ NEW(+7.9K) YoY -79.72% (-31.1K)	All Managers (Combined)	$470.6K	QoQ NEW(+$470.6K) YoY -75.94% (-$1.5M)
S&P Global Inc.(SPGIcusip78409V104)	925	QoQ NEW(+925) YoY NEW(+925)	All Managers (Combined)	$469.9K	QoQ NEW(+$469.9K) YoY NEW(+$469.9K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$465.5K	QoQ NEW(+$465.5K) YoY NEW(+$465.5K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$464.7K	QoQ NEW(+$464.7K) YoY NEW(+$464.7K)
(SCHBcusip808524102)	21.4K	QoQ -0.56% (-121) YoY NEW(+21.4K)	All Managers (Combined)	$460.7K	QoQ -5.69% (-$27.8K) YoY NEW(+$460.7K)
BWX Technologies, Inc.(BWXTcusip05605H100)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$460.4K	QoQ NEW(+$460.4K) YoY NEW(+$460.4K)
(cusip33740F599)✕	10.9K	QoQ -0.08% (-9) YoY NEW(+10.9K)	All Managers (Combined)	$459.4K	QoQ -2.55% (-$12.0K) YoY NEW(+$459.4K)
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP(SBScusip20441A102)	25.2K	QoQ -4.62% (-1.2K) YoY -28.35% (-10.0K)	All Managers (Combined)	$450.2K	QoQ +18.87% (-$71.5K) YoY -23.95% (-$141.8K)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$448.5K	QoQ NEW(+$448.5K) YoY NEW(+$448.5K)
(cusip00791R830)✕	17.9K	QoQ +30.39% (+4.2K) YoY NEW(+17.9K)	All Managers (Combined)	$444.5K	QoQ +32.48% (+$109.0K) YoY NEW(+$444.5K)
(cusip092528603)✕	8.4K	QoQ NEW(+8.4K) YoY NEW(+8.4K)	All Managers (Combined)	$442.4K	QoQ NEW(+$442.4K) YoY NEW(+$442.4K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$441.8K	QoQ NEW(+$441.8K) YoY NEW(+$441.8K)
(EWJcusip46434G822)	6.4K	QoQ NEW(+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$435.9K	QoQ NEW(+$435.9K) YoY NEW(+$435.9K)
(cusip389930207)✕	11.9K	QoQ NEW(+11.9K) YoY NEW(+11.9K)	All Managers (Combined)	$434.7K	QoQ NEW(+$434.7K) YoY NEW(+$434.7K)
DuPont de Nemours, Inc.(DDcusip26614N102)	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$434.6K	QoQ NEW(+$434.6K) YoY NEW(+$434.6K)
MERIT MEDICAL SYSTEMS INC(MMSIcusip589889104)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$434.3K	QoQ NEW(+$434.3K) YoY NEW(+$434.3K)
PINTEREST, INC.(PINScusip72352L106)	14.0K	QoQ NEW(+14.0K) YoY NEW(+14.0K)	All Managers (Combined)	$434.2K	QoQ NEW(+$434.2K) YoY NEW(+$434.2K)
BAXTER INTERNATIONAL INC(BAXcusip071813109)	12.7K	QoQ -52.31% (-13.9K) YoY NEW(+12.7K)	All Managers (Combined)	$433.4K	QoQ -44.03% (-$341.0K) YoY NEW(+$433.4K)