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", "DUK", "NUV", "JRI", "EVT", "D", "NAD", null, "ESS", "UTG", "QS", null, "PSEC", null, "RC", "WTRG", null, "EQNR", "SLI", null, "EOG", "EAD", "EXPE", "EXPD", null, null, "ULS", "MMYT", null, "GASS", null, "DSU", "FCX", "PFL", "TMC", "BGT", null, "FITB", "IBKR", null, null, "GD", null, null, "GILD", "GIS", "HLT", "HON", "HD", "BHK", "HPQ", null, null, null, null, null, "AZN", null, null, null, null, null, null, null, null, null, null, "MCD", null, "INTU", 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", "TEVA", "NU", "OXY", null, null, "OMC", "EMD", null, "ORLY", "ICLR", "WIW", "EMN", "PCAR", "SMR", "BX", "HSY", "AMP", "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", "PEP", null, "PNC", "IRM", null, null, "VGSH", null, "PGR", "IEMG", "IJK", "HTGC", null, "GBDC", "IVV", null, null, null, null, null, null, "IYR", "PHM", "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", "SHOP", "SLB", "SPG", "ROP", "SRE", "O", "ROST", "SNA", "RIO", "SHEL", "RTX", "SPDW", "GLD", "STX", "SAP", null, null, null, "RITM", null, "SPYG", 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", "TDG", "TW", "TFC", "TRV", "TSN", "UBER", "UAL", "UL", "UNM", "UPS", "VNQ", "VO", "NEM", "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", "PTC", "ORGN", "HPP", "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", "DDS", "DFS", "DPZ", "RSP", "EWJ", "IJT", null, "IJJ", "EFA", "J", "ADI", "MCO", "VOD", "USMV", "IWB", "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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Sowell-Financial-Services
Data Enrichment
70% identified709 identified298 unidentified
Holdings
1,007 positions • $2.2B total value
Manager:
Search and click to pin securities to the top
Page 4 of 51
Shares:17.5K
Value:$7.4M
% of Portfolio:0.3% ($7.4M/$2.2B)
Shares:661.2K
Value:$7.1M
% of Portfolio:0.3% ($7.1M/$2.2B)
81369Y605
Shares:129.8K
Value:$6.5M
% of Portfolio:0.3% ($6.5M/$2.2B)
46641Q837
Shares:124.0K
Value:$6.3M
% of Portfolio:0.3% ($6.3M/$2.2B)
46641Q332
Shares:104.5K
Value:$6.0M
% of Portfolio:0.3% ($6.0M/$2.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 29.0K | All Managers (Combined) | $7.5M | 0.3% ($7.5M/$2.2B) | |||
| 17.5K | All Managers (Combined) | $7.4M | 0.3% ($7.4M/$2.2B) | |||
| 661.2K | All Managers (Combined) | $7.1M | 0.3% ($7.1M/$2.2B) | |||
| 130.6K | All Managers (Combined) | $7.0M | 0.3% ($7.0M/$2.2B) | |||
| 244.1K | All Managers (Combined) | $6.9M | 0.3% ($6.9M/$2.2B) | |||
| 83.1K | All Managers (Combined) | $6.8M | 0.3% ($6.8M/$2.2B) | |||
| 91.4K | All Managers (Combined) | $6.7M | 0.3% ($6.7M/$2.2B) | |||
| 72.2K | All Managers (Combined) | $6.5M | 0.3% ($6.5M/$2.2B) | |||
(cusip81369Y605)✕ | 129.8K | All Managers (Combined) | $6.5M | 0.3% ($6.5M/$2.2B) | ||
(cusip46641Q837)✕ | 124.0K | All Managers (Combined) | $6.3M | 0.3% ($6.3M/$2.2B) | ||
| 334.1K | All Managers (Combined) | $6.2M | 0.3% ($6.2M/$2.2B) | |||
| 58.8K | All Managers (Combined) | $6.1M | 0.3% ($6.1M/$2.2B) | |||
SPDR GOLD TRUST(GLDcusip78463V107) | 20.9K | All Managers (Combined) | $6.0M | 0.3% ($6.0M/$2.2B) | ||
| 11.5K | All Managers (Combined) | $6.0M | 0.3% ($6.0M/$2.2B) | |||
| 97.2K | All Managers (Combined) | $6.0M | 0.3% ($6.0M/$2.2B) | |||
| 99.9K | All Managers (Combined) | $6.0M | 0.3% ($6.0M/$2.2B) | |||
(cusip46641Q332)✕ | 104.5K | All Managers (Combined) | $6.0M | 0.3% ($6.0M/$2.2B) | ||
| 31.6K | All Managers (Combined) | $5.9M | 0.3% ($5.9M/$2.2B) | |||
| 22.1K | YoY NEW(+22.1K) | All Managers (Combined) | $5.9M | 0.3% ($5.9M/$2.2B) | YoY NEW(+$5.9M) | |
| 40.0K | All Managers (Combined) | $5.9M | 0.3% ($5.9M/$2.2B) |