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",
  "MPWR",
  "GRAB",
  "ARGX",
  "INMD",
  null,
  null,
  "GDX",
  null,
  null,
  null,
  null,
  null,
  "AGI.TO",
  "NLY",
  "PBR-A",
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  null,
  null,
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  null,
  null,
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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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  "AXL",
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  "T",
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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,
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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,
  null,
  null,
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  null,
  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,
  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,
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  null,
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  null,
  null,
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  null,
  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 • $2.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 37 of 51

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02156V109

Shares:15.3K

Value:$330.4K

% of Portfolio:0.0% ($330.4K/$2.2B)

Nuveen Quality Municipal Income Fund

NAD|67066V101

Shares:28.6K

Value:$329.9K

% of Portfolio:0.0% ($329.9K/$2.2B)

92206C771

Shares:7.1K

Value:$328.1K

% of Portfolio:0.0% ($328.1K/$2.2B)

LSB INDUSTRIES, INC.

LXU|502160104

Shares:49.8K

Value:$328.0K

% of Portfolio:0.0% ($328.0K/$2.2B)

ROSS STORES, INC.

ROST|778296103

Shares:2.6K

Value:$327.9K

% of Portfolio:0.0% ($327.9K/$2.2B)

Sanofi

SNY|80105N105

Shares:5.9K

Value:$327.9K

% of Portfolio:0.0% ($327.9K/$2.2B)

Sony Group Corp

SONY|835699307

Shares:12.8K

Value:$326.1K

% of Portfolio:0.0% ($326.1K/$2.2B)

46435G516

ESGD|46435G516

Shares:4.0K

Value:$326.0K

% of Portfolio:0.0% ($326.0K/$2.2B)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:3.0K

Value:$324.6K

% of Portfolio:0.0% ($324.6K/$2.2B)

922020805

Shares:6.5K

Value:$324.2K

% of Portfolio:0.0% ($324.2K/$2.2B)

Autodesk, Inc.

ADSK|052769106

Shares:1.2K

Value:$323.6K

% of Portfolio:0.0% ($323.6K/$2.2B)

KEYCORP /NEW/

KEY|493267108

Shares:20.0K

Value:$320.4K

% of Portfolio:0.0% ($320.4K/$2.2B)

464288752

Shares:3.4K

Value:$320.4K

% of Portfolio:0.0% ($320.4K/$2.2B)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:1.7K

Value:$319.5K

% of Portfolio:0.0% ($319.5K/$2.2B)

ALLETE INC

ALE|018522300

Shares:4.9K

Value:$319.0K

% of Portfolio:0.0% ($319.0K/$2.2B)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:6.6K

Value:$317.8K

% of Portfolio:0.0% ($317.8K/$2.2B)

Merchants Bancorp

MBIN|58844R108

Shares:8.6K

Value:$317.6K

% of Portfolio:0.0% ($317.6K/$2.2B)

37954Y830

Shares:8.1K

Value:$316.7K

% of Portfolio:0.0% ($316.7K/$2.2B)

ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC

AWF|01879R106

Shares:29.5K

Value:$316.3K

% of Portfolio:0.0% ($316.3K/$2.2B)

ALLIANT ENERGY CORP

LNT|018802108

Shares:4.9K

Value:$315.8K

% of Portfolio:0.0% ($315.8K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip02156V109)✕	15.3K	QoQ +5.39% (+782) YoY NEW(+15.3K)	All Managers (Combined)	$330.4K	0.0% ($330.4K/$2.2B)	QoQ +7.37% (+$22.7K) YoY NEW(+$330.4K)
Nuveen Quality Municipal Income Fund(NADcusip67066V101)	28.6K	QoQ +21.57% (+5.1K) YoY NEW(+28.6K)	All Managers (Combined)	$329.9K	0.0% ($329.9K/$2.2B)	QoQ +20.11% (+$55.2K) YoY NEW(+$329.9K)
(cusip92206C771)✕	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$328.1K	0.0% ($328.1K/$2.2B)	QoQ NEW(+$328.1K) YoY NEW(+$328.1K)
LSB INDUSTRIES, INC.(LXUcusip502160104)	49.8K	QoQ NEW(+49.8K) YoY +14.13% (-6.2K)	All Managers (Combined)	$328.0K	0.0% ($328.0K/$2.2B)	QoQ NEW(+$328.0K) YoY -14.36% (-$55.0K)
ROSS STORES, INC.(ROSTcusip778296103)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$327.9K	0.0% ($327.9K/$2.2B)	QoQ NEW(+$327.9K) YoY NEW(+$327.9K)
Sanofi(SNYcusip80105N105)	5.9K	QoQ NEW(+5.9K) YoY -66.09% (-11.5K)	All Managers (Combined)	$327.9K	0.0% ($327.9K/$2.2B)	QoQ NEW(+$327.9K) YoY -61.29% (-$519.1K)
Sony Group Corp(SONYcusip835699307)	12.8K	QoQ -39.89% (-8.5K) YoY NEW(+12.8K)	All Managers (Combined)	$326.1K	0.0% ($326.1K/$2.2B)	QoQ -27.88% (-$126.1K) YoY NEW(+$326.1K)
(ESGDcusip46435G516)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$326.0K	0.0% ($326.0K/$2.2B)	QoQ NEW(+$326.0K) YoY NEW(+$326.0K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$324.6K	0.0% ($324.6K/$2.2B)	QoQ NEW(+$324.6K) YoY NEW(+$324.6K)
(cusip922020805)✕	6.5K	QoQ NEW(+6.5K) YoY -70.54% (-15.6K)	All Managers (Combined)	$324.2K	0.0% ($324.2K/$2.2B)	QoQ NEW(+$324.2K) YoY -69.30% (-$731.8K)
Autodesk, Inc.(ADSKcusip052769106)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$323.6K	0.0% ($323.6K/$2.2B)	QoQ NEW(+$323.6K) YoY NEW(+$323.6K)
KEYCORP /NEW/(KEYcusip493267108)	20.0K	QoQ +2.81% (-548) YoY -11.16% (-2.5K)	All Managers (Combined)	$320.4K	0.0% ($320.4K/$2.2B)	QoQ -4.08% (-$13.7K) YoY -10.24% (-$36.6K)
(cusip464288752)✕	3.4K	QoQ NEW(+3.4K) YoY -82.86% (-16.3K)	All Managers (Combined)	$320.4K	0.0% ($320.4K/$2.2B)	QoQ NEW(+$320.4K) YoY -85.90% (-$2.0M)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$319.5K	0.0% ($319.5K/$2.2B)	QoQ NEW(+$319.5K) YoY NEW(+$319.5K)
ALLETE INC(ALEcusip018522300)	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$319.0K	0.0% ($319.0K/$2.2B)	QoQ NEW(+$319.0K) YoY NEW(+$319.0K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$317.8K	0.0% ($317.8K/$2.2B)	QoQ NEW(+$317.8K) YoY NEW(+$317.8K)
Merchants Bancorp(MBINcusip58844R108)	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$317.6K	0.0% ($317.6K/$2.2B)	QoQ NEW(+$317.6K) YoY NEW(+$317.6K)
(cusip37954Y830)✕	8.1K	QoQ NEW(+8.1K) YoY -26.08% (-2.9K)	All Managers (Combined)	$316.7K	0.0% ($316.7K/$2.2B)	QoQ NEW(+$316.7K) YoY -31.88% (-$148.3K)
ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC(AWFcusip01879R106)	29.5K	QoQ +0.34% (+100) YoY -23.98% (-9.3K)	All Managers (Combined)	$316.3K	0.0% ($316.3K/$2.2B)	QoQ +0.34% (+$1.1K) YoY -23.22% (-$95.7K)
ALLIANT ENERGY CORP(LNTcusip018802108)	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$315.8K	0.0% ($315.8K/$2.2B)	QoQ NEW(+$315.8K) YoY NEW(+$315.8K)