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",
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  "SMCI",
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  "ARM",
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  "MU",
  null,
  null,
  "LBRT",
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  null,
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  "ACN",
  null,
  null,
  "KBR",
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
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  "APD",
  "BABA",
  "SFNC",
  null,
  "MTSI",
  "JLL",
  null,
  "VONG",
  null,
  "ALL",
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  "JQC",
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  "AXL",
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  "AIG",
  "ASML",
  "T",
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  "EC",
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  null,
  null,
  "CAT",
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  "AVGO",
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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,
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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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  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,
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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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  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
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  null,
  "VCIT",
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  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,
  "TT",
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  "RGLD",
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  "ATO",
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  "AON",
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  "GM",
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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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  "RACE",
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  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,
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  "V",
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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,
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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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]

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 34 of 51

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Viatris Inc

VTRS|92556V106

Shares:44.8K

Value:$390.6K

233051432

Shares:10.8K

Value:$389.3K

46434G848

Shares:10.7K

Value:$385.3K

BEST BUY CO INC

BBY|086516101

Shares:5.2K

Value:$384.7K

Nuveen Real Asset Income & Growth Fund

JRI|67074Y105

Shares:29.7K

Value:$384.6K

CME GROUP INC.

CME|12572Q105

Shares:1.4K

Value:$381.9K

464287754

Shares:2.9K

Value:$379.1K

33740F664

Shares:9.1K

Value:$377.2K

G3643J108

Shares:1.7K

Value:$376.4K

33740U505

Shares:8.7K

Value:$375.5K

92204A504

VHT|92204A504

Shares:1.4K

Value:$375.1K

33740F748

Shares:8.1K

Value:$373.3K

TOYOTA MOTOR CORP/

TM|892331307

Shares:2.1K

Value:$372.7K

YPF SOCIEDAD ANONIMA

YPF|984245100

Shares:10.6K

Value:$372.5K

464287572

Shares:3.9K

Value:$371.9K

GSK plc

GSK|37733W204

Shares:9.6K

Value:$371.2K

33740U307

Shares:8.3K

Value:$371.1K

New Gold Inc. /FI

NGD|644535106

Shares:100.0K

Value:$371.0K

33734X192

Shares:3.6K

Value:$368.1K

AMERICAN AXLE & MANUFACTURING HOLDINGS INC

AXL|024061103

Shares:90.2K

Value:$367.0K

Instrument	Shares		Other Manager	Value
Viatris Inc(VTRScusip92556V106)	44.8K	QoQ +21.63% (-8.0K) YoY +36.30% (-11.9K)	All Managers (Combined)	$390.6K	QoQ -14.90% (-$68.4K) YoY -0.61% (-$2.4K)
(cusip233051432)✕	10.8K	QoQ -0.25% (-27) YoY -11.94% (-1.5K)	All Managers (Combined)	$389.3K	QoQ -0.05% (-$233) YoY -10.91% (-$47.7K)
(cusip46434G848)✕	10.7K	QoQ -16.46% (-2.1K) YoY -46.25% (-9.2K)	All Managers (Combined)	$385.3K	QoQ -14.33% (-$64.5K) YoY -53.74% (-$447.7K)
BEST BUY CO INC(BBYcusip086516101)	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$384.7K	QoQ NEW(+$384.7K) YoY NEW(+$384.7K)
Nuveen Real Asset Income & Growth Fund(JRIcusip67074Y105)	29.7K	QoQ +0.43% (+128) YoY -6.07% (-1.9K)	All Managers (Combined)	$384.6K	QoQ +7.13% (+$25.6K) YoY +1.74% (-$6.6K)
CME GROUP INC.(CMEcusip12572Q105)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$381.9K	QoQ NEW(+$381.9K) YoY NEW(+$381.9K)
(cusip464287754)✕	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$379.1K	QoQ NEW(+$379.1K) YoY NEW(+$379.1K)
(cusip33740F664)✕	9.1K	QoQ NEW(+9.1K) YoY NEW(+9.1K)	All Managers (Combined)	$377.2K	QoQ NEW(+$377.2K) YoY NEW(+$377.2K)
(cusipG3643J108)✕	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$376.4K	QoQ NEW(+$376.4K) YoY NEW(+$376.4K)
(cusip33740U505)✕	8.7K	QoQ NEW(+8.7K) YoY -90.80% (-85.5K)	All Managers (Combined)	$375.5K	QoQ NEW(+$375.5K) YoY -90.30% (-$3.5M)
(VHTcusip92204A504)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$375.1K	QoQ NEW(+$375.1K) YoY NEW(+$375.1K)
(cusip33740F748)✕	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$373.3K	QoQ NEW(+$373.3K) YoY NEW(+$373.3K)
TOYOTA MOTOR CORP/(TMcusip892331307)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$372.7K	QoQ NEW(+$372.7K) YoY NEW(+$372.7K)
YPF SOCIEDAD ANONIMA(YPFcusip984245100)	10.6K	QoQ -7.83% (-904) YoY -17.36% (-2.2K)	All Managers (Combined)	$372.5K	QoQ -24.03% (-$117.8K) YoY +46.09% (-$117.5K)
(cusip464287572)✕	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$371.9K	QoQ NEW(+$371.9K) YoY NEW(+$371.9K)
GSK plc(GSKcusip37733W204)	9.6K	QoQ -14.13% (-1.6K) YoY -27.58% (-3.6K)	All Managers (Combined)	$371.2K	QoQ -1.63% (-$6.2K) YoY -35.21% (-$201.8K)
(cusip33740U307)✕	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$371.1K	QoQ NEW(+$371.1K) YoY NEW(+$371.1K)
New Gold Inc. /FI(NGDcusip644535106)	100.0K	QoQ 0.00% (+0) YoY NEW(+100.0K)	All Managers (Combined)	$371.0K	QoQ +49.59% (+$123.0K) YoY NEW(+$371.0K)
(cusip33734X192)✕	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$368.1K	QoQ NEW(+$368.1K) YoY NEW(+$368.1K)
AMERICAN AXLE & MANUFACTURING HOLDINGS INC(AXLcusip024061103)	90.2K	QoQ NEW(+90.2K) YoY +61.95% (-34.5K)	All Managers (Combined)	$367.0K	QoQ NEW(+$367.0K) YoY -10.48% (-$43.0K)