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",
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  "BBDC",
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  null,
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  null,
  null,
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  null,
  null,
  null,
  "RQI",
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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,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "PFO",
  null,
  null,
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  "ETW",
  null,
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  null,
  null,
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  "GLPI",
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  null,
  null,
  "ISRG",
  null,
  null,
  "HURN",
  null,
  "HSBC",
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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,
  null,
  "LXU",
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  null,
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  "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",
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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,
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  null,
  null,
  "L",
  null,
  null,
  null,
  "DHF",
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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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  "KR",
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  "KHC",
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  "OKE",
  null,
  "DASH",
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  "VGIT",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  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,
  null,
  null,
  null,
  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,
  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
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  "O",
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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,
  null,
  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,
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  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  "OMER",
  null,
  null,
  null,
  null,
  "EXP",
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  null,
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  "SU",
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "VTR",
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  null,
  "DD",
  "VRTX",
  null,
  "TT",
  "VRSK",
  "VRT",
  "R",
  "RGLD",
  "MUSA",
  "ATO",
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  "AON",
  "SFM",
  "GM",
  "HAL",
  "SF",
  "ACGL",
  null,
  "USFD",
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  "AFL",
  "AXON",
  "APH",
  "AMD",
  "SONY",
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  "TAP",
  "F",
  "GNRC",
  "WEC",
  "DEO",
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  "WM",
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  "IWR",
  "EFX",
  "IR",
  null,
  "GSLC",
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  "INBK",
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  null,
  null,
  null,
  "IGIC",
  null,
  "KNOP",
  null,
  null,
  null,
  "RACE",
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  null,
  "AMZN",
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  "NEA",
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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,
  null,
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  "DOX",
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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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  "VOO",
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  "VTV",
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  "V",
  "VSH",
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  "WBD",
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  "WELL",
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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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  "EIX",
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  "NOK",
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  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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  "SKY",
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  null,
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  "FIX",
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  "ED",
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  null,
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  null,
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  "PH",
  null,
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
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  "ITOT",
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  "JPM",
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  "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 39 of 51

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DROPBOX, INC.

DBX|26210C104

Shares:11.3K

Value:$302.2K

% of Portfolio:0.0% ($302.2K/$2.2B)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:19.5K

Value:$301.2K

% of Portfolio:0.0% ($301.2K/$2.2B)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:1.3K

Value:$301.1K

% of Portfolio:0.0% ($301.1K/$2.2B)

464287564

ICF|464287564

Shares:4.9K

Value:$300.6K

% of Portfolio:0.0% ($300.6K/$2.2B)

33739H101

Shares:11.8K

Value:$300.4K

% of Portfolio:0.0% ($300.4K/$2.2B)

518416870

Shares:5.5K

Value:$299.8K

% of Portfolio:0.0% ($299.8K/$2.2B)

AMERICAN SUPERCONDUCTOR CORP /DE/

AMSC|030111207

Shares:16.5K

Value:$298.6K

% of Portfolio:0.0% ($298.6K/$2.2B)

74347B680

Shares:3.7K

Value:$298.4K

% of Portfolio:0.0% ($298.4K/$2.2B)

464288786

Shares:2.2K

Value:$298.2K

% of Portfolio:0.0% ($298.2K/$2.2B)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:3.6K

Value:$298.1K

% of Portfolio:0.0% ($298.1K/$2.2B)

46138J437

Shares:12.1K

Value:$297.8K

% of Portfolio:0.0% ($297.8K/$2.2B)

33739Q200

Shares:6.1K

Value:$297.6K

% of Portfolio:0.0% ($297.6K/$2.2B)

78468R747

Shares:2.6K

Value:$295.9K

% of Portfolio:0.0% ($295.9K/$2.2B)

921910733

ESGV|921910733

Shares:3.0K

Value:$295.8K

% of Portfolio:0.0% ($295.8K/$2.2B)

ANALOG DEVICES INC

ADI|032654105

Shares:1.5K

Value:$295.7K

% of Portfolio:0.0% ($295.7K/$2.2B)

26923G772

Shares:6.2K

Value:$294.6K

% of Portfolio:0.0% ($294.6K/$2.2B)

464287341

Shares:7.0K

Value:$294.2K

% of Portfolio:0.0% ($294.2K/$2.2B)

AMETEK INC/

AME|031100100

Shares:1.7K

Value:$293.2K

% of Portfolio:0.0% ($293.2K/$2.2B)

GoDaddy Inc.

GDDY|380237107

Shares:1.6K

Value:$291.5K

% of Portfolio:0.0% ($291.5K/$2.2B)

Otis Worldwide Corp

OTIS|68902V107

Shares:2.8K

Value:$291.4K

% of Portfolio:0.0% ($291.4K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DROPBOX, INC.(DBXcusip26210C104)	11.3K	QoQ NEW(+11.3K) YoY NEW(+11.3K)	All Managers (Combined)	$302.2K	0.0% ($302.2K/$2.2B)	QoQ NEW(+$302.2K) YoY NEW(+$302.2K)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	19.5K	QoQ NEW(+19.5K) YoY NEW(+19.5K)	All Managers (Combined)	$301.2K	0.0% ($301.2K/$2.2B)	QoQ NEW(+$301.2K) YoY NEW(+$301.2K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$301.1K	0.0% ($301.1K/$2.2B)	QoQ NEW(+$301.1K) YoY NEW(+$301.1K)
(ICFcusip464287564)	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$300.6K	0.0% ($300.6K/$2.2B)	QoQ NEW(+$300.6K) YoY NEW(+$300.6K)
(cusip33739H101)✕	11.8K	QoQ +2.42% (+279) YoY NEW(+11.8K)	All Managers (Combined)	$300.4K	0.0% ($300.4K/$2.2B)	QoQ +9.23% (+$25.4K) YoY NEW(+$300.4K)
(cusip518416870)✕	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$299.8K	0.0% ($299.8K/$2.2B)	QoQ NEW(+$299.8K) YoY NEW(+$299.8K)
AMERICAN SUPERCONDUCTOR CORP /DE/(AMSCcusip030111207)	16.5K	QoQ +9.18% (-1.4K) YoY NEW(+16.5K)	All Managers (Combined)	$298.6K	0.0% ($298.6K/$2.2B)	QoQ -19.58% (-$72.7K) YoY NEW(+$298.6K)
(cusip74347B680)✕	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$298.4K	0.0% ($298.4K/$2.2B)	QoQ NEW(+$298.4K) YoY NEW(+$298.4K)
(cusip464288786)✕	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$298.2K	0.0% ($298.2K/$2.2B)	QoQ NEW(+$298.2K) YoY NEW(+$298.2K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$298.1K	0.0% ($298.1K/$2.2B)	QoQ NEW(+$298.1K) YoY NEW(+$298.1K)
(cusip46138J437)✕	12.1K	QoQ +11.54% (+1.3K) YoY NEW(+12.1K)	All Managers (Combined)	$297.8K	0.0% ($297.8K/$2.2B)	QoQ +16.91% (+$43.1K) YoY NEW(+$297.8K)
(cusip33739Q200)✕	6.1K	QoQ NEW(+6.1K) YoY NEW(+6.1K)	All Managers (Combined)	$297.6K	0.0% ($297.6K/$2.2B)	QoQ NEW(+$297.6K) YoY NEW(+$297.6K)
(cusip78468R747)✕	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$295.9K	0.0% ($295.9K/$2.2B)	QoQ NEW(+$295.9K) YoY NEW(+$295.9K)
(ESGVcusip921910733)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$295.8K	0.0% ($295.8K/$2.2B)	QoQ NEW(+$295.8K) YoY NEW(+$295.8K)
ANALOG DEVICES INC(ADIcusip032654105)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$295.7K	0.0% ($295.7K/$2.2B)	QoQ NEW(+$295.7K) YoY NEW(+$295.7K)
(cusip26923G772)✕	6.2K	QoQ NEW(+6.2K) YoY NEW(+6.2K)	All Managers (Combined)	$294.6K	0.0% ($294.6K/$2.2B)	QoQ NEW(+$294.6K) YoY NEW(+$294.6K)
(cusip464287341)✕	7.0K	QoQ NEW(+7.0K) YoY -41.32% (-4.9K)	All Managers (Combined)	$294.2K	0.0% ($294.2K/$2.2B)	QoQ NEW(+$294.2K) YoY -42.53% (-$217.8K)
AMETEK INC/(AMEcusip031100100)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$293.2K	0.0% ($293.2K/$2.2B)	QoQ NEW(+$293.2K) YoY NEW(+$293.2K)
GoDaddy Inc.(GDDYcusip380237107)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$291.5K	0.0% ($291.5K/$2.2B)	QoQ NEW(+$291.5K) YoY NEW(+$291.5K)
Otis Worldwide Corp(OTIScusip68902V107)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$291.4K	0.0% ($291.4K/$2.2B)	QoQ NEW(+$291.4K) YoY NEW(+$291.4K)