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,
  "CMI",
  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,
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  "WTRG",
  null,
  "EQNR",
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  null,
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  "EAD",
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  "EXPD",
  null,
  null,
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  null,
  "GASS",
  null,
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  null,
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  null,
  null,
  "GD",
  null,
  null,
  "GILD",
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  "HLT",
  "HON",
  "HD",
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  "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",
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  "TMUS",
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  "ELF",
  "EQT",
  "EXC",
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  "FCNCA",
  null,
  "FIS",
  "GE",
  null,
  null,
  null,
  "NI",
  "HIG",
  "HES",
  "NVS",
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  "NU",
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  null,
  null,
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  null,
  "ORLY",
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  "SMR",
  "BX",
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  "AMP",
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  "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,
  "PGR",
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  "HTGC",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "IYR",
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  "DOW",
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  "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",
  "SHOP",
  "SLB",
  "SPG",
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  "O",
  "ROST",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "RITM",
  null,
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  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  "IBM",
  null,
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "CI",
  "TPR",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
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  "TW",
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  "TRV",
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  "UBER",
  "UAL",
  "UL",
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  "UPS",
  "VNQ",
  "VO",
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  "PNFP",
  "MET",
  "HL",
  "NG",
  "VXF",
  "AGNC",
  "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",
  "CLF",
  null,
  "IVE",
  "HCA",
  null,
  "LUV",
  null,
  "ESGD",
  "DKS",
  "HII",
  "AMC",
  null,
  "TPL",
  null,
  null,
  null,
  "DOX",
  "BBCA",
  null,
  "NWSA",
  "OGS",
  null,
  "HBAN",
  null,
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  null,
  "VALE",
  "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",
  "WH",
  "XEL",
  "WDAY",
  "YPF",
  "YUMC",
  "YUM",
  "XPO",
  null,
  "SOLV",
  null,
  null,
  "LNT",
  null,
  "JJSF",
  null,
  "OC",
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  "DNN",
  "FOXA",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "CHKP",
  "SCHG",
  "SCHF",
  "MSCI",
  "DEI",
  "EIX",
  "KEY",
  "NOK",
  null,
  "JCI",
  "NXPI",
  "NZF",
  "MKL",
  null,
  "SO",
  "ON",
  "SBSW",
  "PPL",
  "OTIS",
  "SW",
  "PSX",
  "CRM",
  "SNAP",
  "NOVA",
  "RPRX",
  null,
  "TAC",
  "RUN",
  "RDDT",
  "SYY",
  "DIA",
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  null,
  null,
  null,
  null,
  null,
  "GEV",
  "DGRO",
  "GAP",
  "MCK",
  null,
  "PAAS",
  "SPYV",
  "NGD",
  "GWW",
  "ESGU",
  null,
  "PSA",
  null,
  "SYF",
  "NUE",
  null,
  "EG",
  "PAYC",
  "FDX",
  null,
  "AME",
  null,
  "KMB",
  "LULU",
  "AUR",
  "AN",
  "ADP",
  "AZO",
  "BCPC",
  "AVA",
  "BAC",
  "OZK",
  "BBVA",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BHP",
  "MUE",
  "BJ",
  "BBY",
  null,
  "BA",
  "BAH",
  null,
  "OWL",
  "BMY",
  "BHR",
  "BLDR",
  "BR",
  "CACI",
  "BWXT",
  "CM",
  "CNI",
  "CDNS",
  "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",
  "CMCSA",
  "COLB",
  "CL",
  "CAG",
  "COP",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CRH",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "CW",
  "DHR",
  "DDOG",
  "DVA",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  null,
  null,
  "DFAX",
  "DFAC",
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  "DFS",
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  "EWJ",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VOD",
  "USMV",
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  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "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 • $2,197,375.992K total value

1,007 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 36 of 51

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78464A284

Shares:13.9K

Value:$350.5K

Nuveen Mortgage & Income Fund/MA/

JLS|670735109

Shares:18.6K

Value:$348.7K

PPL Corp

PPL|69351T106

Shares:9.7K

Value:$348.6K

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:16.0K

Value:$348.5K

BECTON DICKINSON & CO

BDX|075887109

Shares:1.5K

Value:$348.1K

Nuveen California Quality Municipal Income Fund

NAC|67066Y105

Shares:30.9K

Value:$347.5K

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:764

Value:$347.4K

33740F847

Shares:7.4K

Value:$346.7K

00214Q302

Shares:16.6K

Value:$344.5K

Ferrari N.V.

RACE|N3167Y103

Shares:803

Value:$343.6K

BLUE OWL CAPITAL INC.

OWL|09581B103

Shares:16.8K

Value:$336.6K

Monster Beverage Corp

MNST|61174X109

Shares:5.7K

Value:$336.0K

EQUIFAX INC

EFX|294429105

Shares:1.4K

Value:$335.5K

NEWMONT Corp /DE/

NEM|651639106

Shares:6.9K

Value:$334.9K

Solventum Corp

SOLV|83444M101

Shares:4.4K

Value:$334.8K

MSCI Inc.

MSCI|55354G100

Shares:591

Value:$334.3K

Carlyle Group Inc.

CG|14316J108

Shares:7.6K

Value:$332.5K

ARGENX SE

ARGX|04016X101

Shares:561

Value:$332.0K

AVISTA CORP

AVA|05379B107

Shares:7.9K

Value:$331.5K

Coeur Mining, Inc.

CDE|192108504

Shares:55.8K

Value:$330.5K

Instrument	Shares		Other Manager	Value
(cusip78464A284)✕	13.9K	QoQ +10.23% (+1.3K) YoY +35.65% (+3.7K)	All Managers (Combined)	$350.5K	QoQ +8.67% (+$28.0K) YoY +33.27% (+$87.5K)
Nuveen Mortgage & Income Fund/MA/(JLScusip670735109)	18.6K	QoQ 0.00% (+0) YoY +27.15% (+4.0K)	All Managers (Combined)	$348.7K	QoQ +4.27% (+$14.3K) YoY +33.08% (+$86.7K)
PPL Corp(PPLcusip69351T106)	9.7K	QoQ -18.98% (-2.3K) YoY -29.98% (-4.1K)	All Managers (Combined)	$348.6K	QoQ -9.87% (-$38.2K) YoY -8.98% (-$34.4K)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	16.0K	QoQ +6.24% (-943) YoY -24.42% (-5.2K)	All Managers (Combined)	$348.5K	QoQ -1.84% (-$6.5K) YoY -22.72% (-$102.5K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$348.1K	QoQ NEW(+$348.1K) YoY NEW(+$348.1K)
Nuveen California Quality Municipal Income Fund(NACcusip67066Y105)	30.9K	QoQ +0.17% (-54) YoY -6.77% (-2.2K)	All Managers (Combined)	$347.5K	QoQ -0.26% (-$933) YoY -5.32% (-$19.5K)
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	764	QoQ NEW(+764) YoY NEW(+764)	All Managers (Combined)	$347.4K	QoQ NEW(+$347.4K) YoY NEW(+$347.4K)
(cusip33740F847)✕	7.4K	QoQ NEW(+7.4K) YoY NEW(+7.4K)	All Managers (Combined)	$346.7K	QoQ NEW(+$346.7K) YoY NEW(+$346.7K)
(cusip00214Q302)✕	16.6K	QoQ NEW(+16.6K) YoY NEW(+16.6K)	All Managers (Combined)	$344.5K	QoQ NEW(+$344.5K) YoY NEW(+$344.5K)
Ferrari N.V.(RACEcusipN3167Y103)	803	QoQ NEW(+803) YoY NEW(+803)	All Managers (Combined)	$343.6K	QoQ NEW(+$343.6K) YoY NEW(+$343.6K)
BLUE OWL CAPITAL INC.(OWLcusip09581B103)	16.8K	QoQ -5.33% (-947) YoY NEW(+16.8K)	All Managers (Combined)	$336.6K	QoQ -18.44% (-$76.1K) YoY NEW(+$336.6K)
Monster Beverage Corp(MNSTcusip61174X109)	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$336.0K	QoQ NEW(+$336.0K) YoY NEW(+$336.0K)
EQUIFAX INC(EFXcusip294429105)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$335.5K	QoQ NEW(+$335.5K) YoY NEW(+$335.5K)
NEWMONT Corp /DE/(NEMcusip651639106)	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$334.9K	QoQ NEW(+$334.9K) YoY NEW(+$334.9K)
Solventum Corp(SOLVcusip83444M101)	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$334.8K	QoQ NEW(+$334.8K) YoY NEW(+$334.8K)
MSCI Inc.(MSCIcusip55354G100)	591	QoQ NEW(+591) YoY NEW(+591)	All Managers (Combined)	$334.3K	QoQ NEW(+$334.3K) YoY NEW(+$334.3K)
Carlyle Group Inc.(CGcusip14316J108)	7.6K	QoQ NEW(+7.6K) YoY NEW(+7.6K)	All Managers (Combined)	$332.5K	QoQ NEW(+$332.5K) YoY NEW(+$332.5K)
ARGENX SE(ARGXcusip04016X101)	561	QoQ NEW(+561) YoY NEW(+561)	All Managers (Combined)	$332.0K	QoQ NEW(+$332.0K) YoY NEW(+$332.0K)
AVISTA CORP(AVAcusip05379B107)	7.9K	QoQ NEW(+7.9K) YoY NEW(+7.9K)	All Managers (Combined)	$331.5K	QoQ NEW(+$331.5K) YoY NEW(+$331.5K)
Coeur Mining, Inc.(CDEcusip192108504)	55.8K	QoQ +11.04% (+5.6K) YoY NEW(+55.8K)	All Managers (Combined)	$330.5K	QoQ +14.92% (+$42.9K) YoY NEW(+$330.5K)