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",
  "AWF",
  null,
  null,
  "CAT",
  "AMSC",
  "AVGO",
  "APP",
  "LOW",
  null,
  "BRO",
  "BDJ",
  "ARCC",
  "SAN",
  "BBDC",
  "BTZ",
  null,
  "WRB",
  null,
  null,
  "BSX",
  null,
  null,
  null,
  "RQI",
  "SBS",
  null,
  null,
  "DBEF",
  null,
  "CCI",
  "COF",
  null,
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  null,
  null,
  null,
  "KRP",
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  "NUV",
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  "EVT",
  "D",
  "NAD",
  null,
  "ESS",
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  "QS",
  null,
  "PSEC",
  null,
  "RC",
  "WTRG",
  null,
  "EQNR",
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  null,
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  "EAD",
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  "EXPD",
  null,
  null,
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  "MMYT",
  null,
  "GASS",
  null,
  "DSU",
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  "PFL",
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  "BGT",
  null,
  "FITB",
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  null,
  null,
  "GD",
  null,
  null,
  "GILD",
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  "HLT",
  "HON",
  "HD",
  "BHK",
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
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  null,
  null,
  null,
  null,
  "QBTS",
  null,
  null,
  null,
  null,
  null,
  "PFO",
  null,
  null,
  "FNV",
  "FTF",
  "EVV",
  "ETW",
  null,
  "FE",
  "FFC",
  "GERN",
  "UNP",
  null,
  null,
  "QCOM",
  "GLPI",
  "GGB",
  null,
  null,
  "ISRG",
  null,
  null,
  "HURN",
  null,
  "HSBC",
  "HUBS",
  "PDT",
  "EMXC",
  null,
  "HLI",
  "HTD",
  "HPI",
  null,
  "ITW",
  "GSIE",
  "AMAT",
  "RIVN",
  "EMR",
  null,
  "BKNG",
  null,
  null,
  "NBIX",
  "ICE",
  null,
  "JSPR",
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "LXU",
  "MHLD",
  null,
  "MNKD",
  "LMNR",
  null,
  "MDXG",
  "HEFA",
  "MBIN",
  "VKQ",
  "IQI",
  null,
  null,
  "IVW",
  null,
  "PZC",
  "PAHC",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TSI",
  "TNYA",
  null,
  "TGB",
  null,
  null,
  null,
  null,
  "NAC",
  "IQV",
  null,
  "PCK",
  null,
  "JLS",
  null,
  "SVM",
  null,
  null,
  "MCN",
  "JCE",
  "KMI",
  null,
  "EVG",
  null,
  "LHX",
  "LRCX",
  "ICF",
  "IWS",
  null,
  null,
  "LIN",
  null,
  null,
  "L",
  null,
  null,
  null,
  "DHF",
  "ERC",
  null,
  "MPC",
  null,
  "MMC",
  "PWR",
  "MRVL",
  "GDO",
  "SPE",
  "MA",
  "MDT",
  "ALE",
  "MSFT",
  null,
  null,
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "DBX",
  "ELF",
  "EQT",
  "EXC",
  "EVRG",
  "FCNCA",
  null,
  "FIS",
  "GE",
  null,
  null,
  null,
  "NI",
  "HIG",
  "HES",
  "NVS",
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  "NU",
  "OXY",
  null,
  null,
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  null,
  "ORLY",
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  "SMR",
  "BX",
  "HSY",
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  "FPF",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  "DASH",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
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  null,
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  null,
  null,
  "VGSH",
  null,
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  null,
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  "IVV",
  null,
  null,
  null,
  null,
  null,
  null,
  "IYR",
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  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "ECL",
  null,
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  null,
  "LPLA",
  "MKC",
  "MDB",
  "JPC",
  "AMGN",
  "KVUE",
  "MAS",
  null,
  "PKG",
  "MSTR",
  "PDO",
  null,
  "PPG",
  "REGN",
  null,
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  "RELX",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
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  "ROP",
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  "O",
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  "SNA",
  "RIO",
  "SHEL",
  "RTX",
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  "GLD",
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  "SAP",
  null,
  null,
  null,
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  null,
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  null,
  "BP",
  null,
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  null,
  null,
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  "SPLG",
  null,
  null,
  null,
  "IBM",
  null,
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  "SYK",
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  "SNPS",
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  "TPR",
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  "TM",
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  "TJX",
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  "TW",
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  "TRV",
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  "UL",
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  "PNFP",
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  "HL",
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  "VXF",
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  "VV",
  "RCL",
  "VOE",
  "OGE",
  "ASTS",
  "SCHW",
  "MNST",
  "SBLK",
  "POR",
  "ALC",
  null,
  null,
  null,
  null,
  "PNW",
  null,
  null,
  "VWO",
  "LKQ",
  "JBL",
  "VSS",
  null,
  "SIVR",
  null,
  "HPS",
  null,
  "ASYS",
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  "OMER",
  null,
  null,
  null,
  null,
  "EXP",
  "DSL",
  "EME",
  "VIG",
  null,
  "LYG",
  "TTE",
  "ACP",
  "MMT",
  "TSCO",
  "FLC",
  "NPCT",
  "IWO",
  "XLB",
  "SU",
  "WY",
  null,
  "GDDY",
  "SNY",
  "IEF",
  null,
  "TSM",
  "IT",
  "SMG",
  "GSK",
  null,
  "GPN",
  null,
  null,
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "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",
  "APH",
  "AMD",
  "SONY",
  "SDY",
  "FI",
  "DRI",
  "WAB",
  "TAP",
  "F",
  "GNRC",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "EFX",
  "IR",
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "CRVS",
  "SGOL",
  "INBK",
  "JRVR",
  null,
  null,
  null,
  "IGIC",
  null,
  "KNOP",
  null,
  null,
  null,
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  null,
  "AMZN",
  "MSI",
  "NEA",
  "OLN",
  "SCHB",
  null,
  null,
  null,
  null,
  "CMS",
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  null,
  "IVE",
  "HCA",
  null,
  "LUV",
  null,
  "ESGD",
  "DKS",
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  "AMC",
  null,
  "TPL",
  null,
  null,
  null,
  "DOX",
  "BBCA",
  null,
  "NWSA",
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  null,
  "HBAN",
  null,
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  null,
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  "MGK",
  null,
  "VXUS",
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VEEV",
  "VTRS",
  "V",
  "VSH",
  "VST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  "WELL",
  "WSM",
  "WPM",
  "WMB",
  "WWD",
  null,
  "KLG",
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  "XEL",
  "WDAY",
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  "YUMC",
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  "XPO",
  null,
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  null,
  null,
  "LNT",
  null,
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  null,
  "OC",
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  null,
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "CHKP",
  "SCHG",
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  "MSCI",
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  "EIX",
  "KEY",
  "NOK",
  null,
  "JCI",
  "NXPI",
  "NZF",
  "MKL",
  null,
  "SO",
  "ON",
  "SBSW",
  "PPL",
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  "SW",
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  "CRM",
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  "NOVA",
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  null,
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  "RUN",
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  "SYY",
  "DIA",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
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  null,
  null,
  null,
  null,
  null,
  "GEV",
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  null,
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  null,
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  null,
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  "NUE",
  null,
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  null,
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  null,
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  "LULU",
  "AUR",
  "AN",
  "ADP",
  "AZO",
  "BCPC",
  "AVA",
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  "OZK",
  "BBVA",
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  "BRK-A",
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  "BAX",
  "BDX",
  "BHP",
  "MUE",
  "BJ",
  "BBY",
  null,
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  "BAH",
  null,
  "OWL",
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  "BHR",
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  "BR",
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  "BWXT",
  "CM",
  "CNI",
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  "CG",
  "CARR",
  "CCL",
  "CBOE",
  "CBRE",
  "IGR",
  "CAVA",
  "CNP",
  "CAKE",
  "SKY",
  "CVX",
  null,
  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CLX",
  "CME",
  "KO",
  "CDE",
  "COIN",
  "FIX",
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  "COLB",
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  "CAG",
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  "CEG",
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  "ED",
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  "GLW",
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  "CSGP",
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  "CRSP",
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  "CVS",
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  "CW",
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  "DE",
  "DVN",
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  null,
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  null,
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  "J",
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  "MAR",
  "QQQ",
  null,
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  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
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  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
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  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "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 • $2.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 35 of 51

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HESS CORP

HES|42809H107

Shares:2.3K

Value:$366.2K

% of Portfolio:0.0% ($366.2K/$2.2B)

FIFTH THIRD BANCORP

FITB|316773100

Shares:9.3K

Value:$365.8K

% of Portfolio:0.0% ($365.8K/$2.2B)

464287556

Shares:2.9K

Value:$365.0K

% of Portfolio:0.0% ($365.0K/$2.2B)

CLEVELAND-CLIFFS INC.

CLF|185899101

Shares:44.4K

Value:$364.9K

% of Portfolio:0.0% ($364.9K/$2.2B)

LKQ CORP

LKQ|501889208

Shares:8.6K

Value:$364.9K

% of Portfolio:0.0% ($364.9K/$2.2B)

DAVITA INC.

DVA|23918K108

Shares:2.4K

Value:$363.8K

% of Portfolio:0.0% ($363.8K/$2.2B)

78464A409

SPYG|78464A409

Shares:4.5K

Value:$361.6K

% of Portfolio:0.0% ($361.6K/$2.2B)

464288638

Shares:6.9K

Value:$360.9K

% of Portfolio:0.0% ($360.9K/$2.2B)

464287770

Shares:4.6K

Value:$360.5K

% of Portfolio:0.0% ($360.5K/$2.2B)

CACI INTERNATIONAL INC /DE/

CACI|127190304

Shares:982

Value:$360.3K

% of Portfolio:0.0% ($360.3K/$2.2B)

Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC

PFO|33848E106

Shares:39.1K

Value:$360.3K

% of Portfolio:0.0% ($360.3K/$2.2B)

78464A706

Shares:2.6K

Value:$357.7K

% of Portfolio:0.0% ($357.7K/$2.2B)

Bank OZK

OZK|06417N103

Shares:8.2K

Value:$356.6K

% of Portfolio:0.0% ($356.6K/$2.2B)

922042718

VSS|922042718

Shares:3.1K

Value:$355.5K

% of Portfolio:0.0% ($355.5K/$2.2B)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:557

Value:$353.4K

% of Portfolio:0.0% ($353.4K/$2.2B)

XCEL ENERGY INC

XEL|98389B100

Shares:5.0K

Value:$352.8K

% of Portfolio:0.0% ($352.8K/$2.2B)

316092808

Shares:2.2K

Value:$352.8K

% of Portfolio:0.0% ($352.8K/$2.2B)

ANI PHARMACEUTICALS INC

ANIP|00182C103

Shares:5.3K

Value:$352.3K

% of Portfolio:0.0% ($352.3K/$2.2B)

CMS ENERGY CORP

CMS|125896100

Shares:4.7K

Value:$351.4K

% of Portfolio:0.0% ($351.4K/$2.2B)

33738R704

Shares:5.1K

Value:$350.6K

% of Portfolio:0.0% ($350.6K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
HESS CORP(HEScusip42809H107)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$366.2K	0.0% ($366.2K/$2.2B)	QoQ NEW(+$366.2K) YoY NEW(+$366.2K)
FIFTH THIRD BANCORP(FITBcusip316773100)	9.3K	QoQ NEW(+9.3K) YoY NEW(+9.3K)	All Managers (Combined)	$365.8K	0.0% ($365.8K/$2.2B)	QoQ NEW(+$365.8K) YoY NEW(+$365.8K)
(cusip464287556)✕	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$365.0K	0.0% ($365.0K/$2.2B)	QoQ NEW(+$365.0K) YoY NEW(+$365.0K)
CLEVELAND-CLIFFS INC.(CLFcusip185899101)	44.4K	QoQ +11.87% (-4.7K) YoY NEW(+44.4K)	All Managers (Combined)	$364.9K	0.0% ($364.9K/$2.2B)	QoQ -2.17% (-$8.1K) YoY NEW(+$364.9K)
LKQ CORP(LKQcusip501889208)	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$364.9K	0.0% ($364.9K/$2.2B)	QoQ NEW(+$364.9K) YoY NEW(+$364.9K)
DAVITA INC.(DVAcusip23918K108)	2.4K	QoQ NEW(+2.4K) YoY -76.64% (-7.8K)	All Managers (Combined)	$363.8K	0.0% ($363.8K/$2.2B)	QoQ NEW(+$363.8K) YoY -74.12% (-$1.0M)
(SPYGcusip78464A409)	4.5K	QoQ -56.71% (-5.9K) YoY -86.43% (-28.7K)	All Managers (Combined)	$361.6K	0.0% ($361.6K/$2.2B)	QoQ -60.42% (-$552.1K) YoY -85.10% (-$2.1M)
(cusip464288638)✕	6.9K	QoQ NEW(+6.9K) YoY -63.93% (-12.2K)	All Managers (Combined)	$360.9K	0.0% ($360.9K/$2.2B)	QoQ NEW(+$360.9K) YoY -63.43% (-$626.1K)
(cusip464287770)✕	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$360.5K	0.0% ($360.5K/$2.2B)	QoQ NEW(+$360.5K) YoY NEW(+$360.5K)
CACI INTERNATIONAL INC /DE/(CACIcusip127190304)	982	QoQ NEW(+982) YoY NEW(+982)	All Managers (Combined)	$360.3K	0.0% ($360.3K/$2.2B)	QoQ NEW(+$360.3K) YoY NEW(+$360.3K)
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC(PFOcusip33848E106)	39.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$360.3K	0.0% ($360.3K/$2.2B)	QoQ +2.33% (+$8.2K) YoY +9.16% (+$30.3K)
(cusip78464A706)✕	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$357.7K	0.0% ($357.7K/$2.2B)	QoQ NEW(+$357.7K) YoY NEW(+$357.7K)
Bank OZK(OZKcusip06417N103)	8.2K	QoQ NEW(+8.2K) YoY NEW(+8.2K)	All Managers (Combined)	$356.6K	0.0% ($356.6K/$2.2B)	QoQ NEW(+$356.6K) YoY NEW(+$356.6K)
(VSScusip922042718)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$355.5K	0.0% ($355.5K/$2.2B)	QoQ NEW(+$355.5K) YoY NEW(+$355.5K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	557	QoQ NEW(+557) YoY NEW(+557)	All Managers (Combined)	$353.4K	0.0% ($353.4K/$2.2B)	QoQ NEW(+$353.4K) YoY NEW(+$353.4K)
XCEL ENERGY INC(XELcusip98389B100)	5.0K	QoQ NEW(+5.0K) YoY -60.54% (-7.6K)	All Managers (Combined)	$352.8K	0.0% ($352.8K/$2.2B)	QoQ NEW(+$352.8K) YoY -48.57% (-$333.2K)
(cusip316092808)✕	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$352.8K	0.0% ($352.8K/$2.2B)	QoQ NEW(+$352.8K) YoY NEW(+$352.8K)
ANI PHARMACEUTICALS INC(ANIPcusip00182C103)	5.3K	QoQ NEW(+5.3K) YoY NEW(+5.3K)	All Managers (Combined)	$352.3K	0.0% ($352.3K/$2.2B)	QoQ NEW(+$352.3K) YoY NEW(+$352.3K)
CMS ENERGY CORP(CMScusip125896100)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$351.4K	0.0% ($351.4K/$2.2B)	QoQ NEW(+$351.4K) YoY NEW(+$351.4K)
(cusip33738R704)✕	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$350.6K	0.0% ($350.6K/$2.2B)	QoQ NEW(+$350.6K) YoY NEW(+$350.6K)