Sowell-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "JWN",
  "HYT",
  null,
  "MMSI",
  "PINS",
  "SE",
  "INSM",
  "ARES",
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  "FLEX",
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  "GRAB",
  "ARGX",
  "INMD",
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "AGI.TO",
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  "PBR-A",
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  "AQN",
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  null,
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  null,
  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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]

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 35 of 51

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HESS CORP

HES|42809H107

Shares:2.3K

Value:$366.2K

FIFTH THIRD BANCORP

FITB|316773100

Shares:9.3K

Value:$365.8K

464287556

Shares:2.9K

Value:$365.0K

CLEVELAND-CLIFFS INC.

CLF|185899101

Shares:44.4K

Value:$364.9K

LKQ CORP

LKQ|501889208

Shares:8.6K

Value:$364.9K

DAVITA INC.

DVA|23918K108

Shares:2.4K

Value:$363.8K

78464A409

SPYG|78464A409

Shares:4.5K

Value:$361.6K

464288638

Shares:6.9K

Value:$360.9K

464287770

Shares:4.6K

Value:$360.5K

CACI INTERNATIONAL INC /DE/

CACI|127190304

Shares:982

Value:$360.3K

Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC

PFO|33848E106

Shares:39.1K

Value:$360.3K

78464A706

Shares:2.6K

Value:$357.7K

Bank OZK

OZK|06417N103

Shares:8.2K

Value:$356.6K

922042718

VSS|922042718

Shares:3.1K

Value:$355.5K

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:557

Value:$353.4K

XCEL ENERGY INC

XEL|98389B100

Shares:5.0K

Value:$352.8K

316092808

Shares:2.2K

Value:$352.8K

ANI PHARMACEUTICALS INC

ANIP|00182C103

Shares:5.3K

Value:$352.3K

CMS ENERGY CORP

CMS|125896100

Shares:4.7K

Value:$351.4K

33738R704

Shares:5.1K

Value:$350.6K

Instrument	Shares		Other Manager	Value
HESS CORP(HEScusip42809H107)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$366.2K	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	QoQ NEW(+$365.8K) YoY NEW(+$365.8K)
(cusip464287556)✕	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$365.0K	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	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	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	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	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	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	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	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	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	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	QoQ NEW(+$356.6K) YoY NEW(+$356.6K)
(VSScusip922042718)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$355.5K	QoQ NEW(+$355.5K) YoY NEW(+$355.5K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	557	QoQ NEW(+557) YoY NEW(+557)	All Managers (Combined)	$353.4K	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	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	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	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	QoQ NEW(+$351.4K) YoY NEW(+$351.4K)
(cusip33738R704)✕	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$350.6K	QoQ NEW(+$350.6K) YoY NEW(+$350.6K)