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",
  "AMSC",
  "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,
  null,
  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,
  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,
  null,
  null,
  "PFO",
  null,
  null,
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  null,
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  "GERN",
  "UNP",
  null,
  null,
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  "GLPI",
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  null,
  null,
  "ISRG",
  null,
  null,
  "HURN",
  null,
  "HSBC",
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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,
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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,
  "IJH",
  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,
  "SVM",
  null,
  null,
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  "JCE",
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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,
  "DHF",
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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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  "KR",
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  "KHC",
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  "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,
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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,
  "NVDA",
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  "HPE",
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  null,
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  "JPC",
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  null,
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  null,
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  "REGN",
  null,
  null,
  null,
  null,
  "IEFA",
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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,
  null,
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  null,
  null,
  null,
  "IBM",
  null,
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  "TPR",
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  "VV",
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  "SBLK",
  "POR",
  "ALC",
  null,
  null,
  null,
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  "PNW",
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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,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  "OMER",
  null,
  null,
  null,
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  "EXP",
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  null,
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  "IWO",
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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,
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  null,
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  null,
  "ETR",
  "BN.TO",
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  "VTR",
  "VYM",
  null,
  "DD",
  "VRTX",
  null,
  "TT",
  "VRSK",
  "VRT",
  "R",
  "RGLD",
  "MUSA",
  "ATO",
  "ADSK",
  "AON",
  "SFM",
  "GM",
  "HAL",
  "SF",
  "ACGL",
  null,
  "USFD",
  "ALB",
  "AFL",
  "AXON",
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  "AMD",
  "SONY",
  "SDY",
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  "DRI",
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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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  "CRVS",
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  "INBK",
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  null,
  null,
  null,
  "IGIC",
  null,
  "KNOP",
  null,
  null,
  null,
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  null,
  "AMZN",
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  "NEA",
  "OLN",
  "SCHB",
  null,
  null,
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  "CMS",
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  null,
  "IVE",
  "HCA",
  null,
  "LUV",
  null,
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  "DKS",
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  null,
  "TPL",
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  null,
  null,
  "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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  "MGK",
  null,
  "VXUS",
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  "MGV",
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  "VBR",
  "VOT",
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  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VEEV",
  "VTRS",
  "V",
  "VSH",
  "VST",
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  "WBD",
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  "WBA",
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  "WELL",
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  null,
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  "LNT",
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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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  "PPL",
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  "NOVA",
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  null,
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  "RUN",
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  null,
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  null,
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  null,
  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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  "AN",
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  "BJ",
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  null,
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  null,
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  "SKY",
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  null,
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  "CHD",
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  "CSCO",
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  "KO",
  "CDE",
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  "FIX",
  "CMCSA",
  "COLB",
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  "CEG",
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  "ED",
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  "CW",
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  null,
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  null,
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  "PH",
  null,
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
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  "ITOT",
  "URI",
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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 32 of 51

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Expedia Group, Inc.

EXPE|30212P303

Shares:2.6K

Value:$433.3K

33740F839

Shares:10.3K

Value:$432.8K

46432F834

IXUS|46432F834

Shares:6.2K

Value:$432.6K

Nuveen AMT-Free Municipal Credit Income Fund

NVG|67071L106

Shares:34.9K

Value:$432.3K

CONSOLIDATED EDISON INC

ED|209115104

Shares:3.9K

Value:$431.0K

33740F623

Shares:9.7K

Value:$429.9K

Snap-on Inc

SNA|833034101

Shares:1.3K

Value:$429.5K

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:838

Value:$428.9K

922908637

VV|922908637

Shares:1.7K

Value:$425.3K

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:38.1K

Value:$425.2K

BLACKROCK CORPORATE HIGH YIELD FUND, INC.

HYT|09255P107

Shares:44.3K

Value:$424.4K

00162Q676

Shares:12.9K

Value:$424.0K

46138E107

Shares:15.2K

Value:$423.8K

PAYCHEX INC

PAYX|704326107

Shares:2.7K

Value:$421.2K

09789C788

Shares:8.4K

Value:$420.6K

MASCO CORP /DE/

MAS|574599106

Shares:6.0K

Value:$420.1K

JONES LANG LASALLE INC

JLL|48020Q107

Shares:1.7K

Value:$419.0K

CORNING INC /NY

GLW|219350105

Shares:9.1K

Value:$418.3K

CARNIVAL CORP

CCL|143658300

Shares:21.4K

Value:$417.4K

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:3.3K

Value:$416.0K

Instrument	Shares		Other Manager	Value
Expedia Group, Inc.(EXPEcusip30212P303)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$433.3K	QoQ NEW(+$433.3K) YoY NEW(+$433.3K)
(cusip33740F839)✕	10.3K	QoQ +2.68% (+270) YoY NEW(+10.3K)	All Managers (Combined)	$432.8K	QoQ +0.41% (+$1.8K) YoY NEW(+$432.8K)
(IXUScusip46432F834)	6.2K	QoQ NEW(+6.2K) YoY -96.56% (-174.0K)	All Managers (Combined)	$432.6K	QoQ NEW(+$432.6K) YoY -96.46% (-$11.8M)
Nuveen AMT-Free Municipal Credit Income Fund(NVGcusip67071L106)	34.9K	QoQ +16.71% (+5.0K) YoY +100.32% (+17.5K)	All Managers (Combined)	$432.3K	QoQ +17.85% (+$65.5K) YoY +102.95% (+$219.3K)
CONSOLIDATED EDISON INC(EDcusip209115104)	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$431.0K	QoQ NEW(+$431.0K) YoY NEW(+$431.0K)
(cusip33740F623)✕	9.7K	QoQ NEW(+9.7K) YoY NEW(+9.7K)	All Managers (Combined)	$429.9K	QoQ NEW(+$429.9K) YoY NEW(+$429.9K)
Snap-on Inc(SNAcusip833034101)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$429.5K	QoQ NEW(+$429.5K) YoY NEW(+$429.5K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	838	QoQ NEW(+838) YoY NEW(+838)	All Managers (Combined)	$428.9K	QoQ NEW(+$428.9K) YoY NEW(+$428.9K)
(VVcusip922908637)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$425.3K	QoQ NEW(+$425.3K) YoY NEW(+$425.3K)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	38.1K	QoQ -4.08% (-1.6K) YoY -22.07% (-10.8K)	All Managers (Combined)	$425.2K	QoQ +14.83% (-$54.9K) YoY -59.88% (-$634.8K)
BLACKROCK CORPORATE HIGH YIELD FUND, INC.(HYTcusip09255P107)	44.3K	QoQ +12.72% (+5.0K) YoY -44.55% (-35.6K)	All Managers (Combined)	$424.4K	QoQ +10.07% (+$38.9K) YoY -45.72% (-$357.6K)
(cusip00162Q676)✕	12.9K	QoQ +1.97% (+251) YoY NEW(+12.9K)	All Managers (Combined)	$424.0K	QoQ +7.28% (+$28.8K) YoY NEW(+$424.0K)
(cusip46138E107)✕	15.2K	QoQ +33.01% (+3.8K) YoY NEW(+15.2K)	All Managers (Combined)	$423.8K	QoQ +36.90% (+$114.2K) YoY NEW(+$423.8K)
PAYCHEX INC(PAYXcusip704326107)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$421.2K	QoQ NEW(+$421.2K) YoY NEW(+$421.2K)
(cusip09789C788)✕	8.4K	QoQ NEW(+8.4K) YoY -30.70% (-3.7K)	All Managers (Combined)	$420.6K	QoQ NEW(+$420.6K) YoY -30.59% (-$185.4K)
MASCO CORP /DE/(MAScusip574599106)	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$420.1K	QoQ NEW(+$420.1K) YoY NEW(+$420.1K)
JONES LANG LASALLE INC(JLLcusip48020Q107)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$419.0K	QoQ NEW(+$419.0K) YoY NEW(+$419.0K)
CORNING INC /NY(GLWcusip219350105)	9.1K	QoQ NEW(+9.1K) YoY NEW(+9.1K)	All Managers (Combined)	$418.3K	QoQ NEW(+$418.3K) YoY NEW(+$418.3K)
CARNIVAL CORP(CCLcusip143658300)	21.4K	QoQ -3.42% (-759) YoY +64.76% (+8.4K)	All Managers (Combined)	$417.4K	QoQ -24.31% (-$134.1K) YoY +96.88% (+$205.4K)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$416.0K	QoQ NEW(+$416.0K) YoY NEW(+$416.0K)