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",
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  "T",
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  "EC",
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  null,
  null,
  "CAT",
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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,
  null,
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  null,
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  null,
  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,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  "LMNR",
  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,
  null,
  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,
  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,
  null,
  null,
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  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,
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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,
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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,
  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,
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  null,
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  null,
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  null,
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  null,
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  "R",
  "RGLD",
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  "ATO",
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  "AON",
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  "GM",
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  null,
  "USFD",
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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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  "RACE",
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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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  "V",
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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,
  "AWK",
  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 41 of 51

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78464A847

Shares:5.4K

Value:$277.4K

% of Portfolio:0.0% ($277.4K/$2.2B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:1.2K

Value:$274.5K

% of Portfolio:0.0% ($274.5K/$2.2B)

ATMOS ENERGY CORP

ATO|049560105

Shares:1.8K

Value:$273.2K

% of Portfolio:0.0% ($273.2K/$2.2B)

Sunrun Inc.

RUN|86771W105

Shares:46.5K

Value:$272.6K

% of Portfolio:0.0% ($272.6K/$2.2B)

SUMITOMO MITSUI FINANCIAL GROUP, INC.

SMFG|86562M209

Shares:17.6K

Value:$272.2K

% of Portfolio:0.0% ($272.2K/$2.2B)

46435G102

Shares:3.2K

Value:$271.4K

% of Portfolio:0.0% ($271.4K/$2.2B)

00791R822

Shares:10.4K

Value:$270.7K

% of Portfolio:0.0% ($270.7K/$2.2B)

Sprouts Farmers Market, Inc.

SFM|85208M102

Shares:1.8K

Value:$270.4K

% of Portfolio:0.0% ($270.4K/$2.2B)

Ready Capital Corp

RC|75574U101

Shares:52.8K

Value:$268.6K

% of Portfolio:0.0% ($268.6K/$2.2B)

Maiden Holdings, Ltd.

MHLD|G5753U112

Shares:468.9K

Value:$267.4K

% of Portfolio:0.0% ($267.4K/$2.2B)

First Internet Bancorp

INBK|320557101

Shares:10.0K

Value:$267.0K

% of Portfolio:0.0% ($267.0K/$2.2B)

Evergy, Inc.

EVRG|30034W106

Shares:3.9K

Value:$267.0K

% of Portfolio:0.0% ($267.0K/$2.2B)

Leidos Holdings, Inc.

LDOS|525327102

Shares:2.0K

Value:$266.8K

% of Portfolio:0.0% ($266.8K/$2.2B)

DILLARD'S, INC.

DDS|254067101

Shares:744

Value:$266.3K

% of Portfolio:0.0% ($266.3K/$2.2B)

ITRON, INC.

ITRI|465741106

Shares:2.5K

Value:$265.6K

% of Portfolio:0.0% ($265.6K/$2.2B)

316092196

Shares:11.0K

Value:$265.4K

% of Portfolio:0.0% ($265.4K/$2.2B)

922908652

VXF|922908652

Shares:1.5K

Value:$265.4K

% of Portfolio:0.0% ($265.4K/$2.2B)

316092865

Shares:5.2K

Value:$265.3K

% of Portfolio:0.0% ($265.3K/$2.2B)

92189F593

Shares:8.0K

Value:$265.0K

% of Portfolio:0.0% ($265.0K/$2.2B)

NISOURCE INC.

NI|65473P105

Shares:6.6K

Value:$263.9K

% of Portfolio:0.0% ($263.9K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A847)✕	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$277.4K	0.0% ($277.4K/$2.2B)	QoQ NEW(+$277.4K) YoY NEW(+$277.4K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$274.5K	0.0% ($274.5K/$2.2B)	QoQ NEW(+$274.5K) YoY NEW(+$274.5K)
ATMOS ENERGY CORP(ATOcusip049560105)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$273.2K	0.0% ($273.2K/$2.2B)	QoQ NEW(+$273.2K) YoY NEW(+$273.2K)
Sunrun Inc.(RUNcusip86771W105)	46.5K	QoQ NEW(+46.5K) YoY +59.77% (-17.4K)	All Managers (Combined)	$272.6K	0.0% ($272.6K/$2.2B)	QoQ NEW(+$272.6K) YoY -29.01% (-$111.4K)
SUMITOMO MITSUI FINANCIAL GROUP, INC.(SMFGcusip86562M209)	17.6K	QoQ +17.24% (+2.6K) YoY NEW(+17.6K)	All Managers (Combined)	$272.2K	0.0% ($272.2K/$2.2B)	QoQ +25.09% (+$54.6K) YoY NEW(+$272.2K)
(cusip46435G102)✕	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$271.4K	0.0% ($271.4K/$2.2B)	QoQ NEW(+$271.4K) YoY NEW(+$271.4K)
(cusip00791R822)✕	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$270.7K	0.0% ($270.7K/$2.2B)	QoQ NEW(+$270.7K) YoY NEW(+$270.7K)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$270.4K	0.0% ($270.4K/$2.2B)	QoQ NEW(+$270.4K) YoY NEW(+$270.4K)
Ready Capital Corp(RCcusip75574U101)	52.8K	QoQ +14.27% (-6.6K) YoY +8.96% (-4.3K)	All Managers (Combined)	$268.6K	0.0% ($268.6K/$2.2B)	QoQ -14.71% (-$46.3K) YoY -41.23% (-$188.4K)
Maiden Holdings, Ltd.(MHLDcusipG5753U112)	468.9K	QoQ +0.57% (-2.7K) YoY +8.01% (-34.8K)	All Managers (Combined)	$267.4K	0.0% ($267.4K/$2.2B)	QoQ -66.05% (-$520.4K) YoY -72.63% (-$709.6K)
First Internet Bancorp(INBKcusip320557101)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$267.0K	0.0% ($267.0K/$2.2B)	QoQ NEW(+$267.0K) YoY NEW(+$267.0K)
Evergy, Inc.(EVRGcusip30034W106)	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$267.0K	0.0% ($267.0K/$2.2B)	QoQ NEW(+$267.0K) YoY NEW(+$267.0K)
Leidos Holdings, Inc.(LDOScusip525327102)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$266.8K	0.0% ($266.8K/$2.2B)	QoQ NEW(+$266.8K) YoY NEW(+$266.8K)
DILLARD'S, INC.(DDScusip254067101)	744	QoQ NEW(+744) YoY NEW(+744)	All Managers (Combined)	$266.3K	0.0% ($266.3K/$2.2B)	QoQ NEW(+$266.3K) YoY NEW(+$266.3K)
ITRON, INC.(ITRIcusip465741106)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$265.6K	0.0% ($265.6K/$2.2B)	QoQ NEW(+$265.6K) YoY NEW(+$265.6K)
(cusip316092196)✕	11.0K	QoQ 0.00% (-0) YoY NEW(+11.0K)	All Managers (Combined)	$265.4K	0.0% ($265.4K/$2.2B)	QoQ -25.42% (-$90.5K) YoY NEW(+$265.4K)
(VXFcusip922908652)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$265.4K	0.0% ($265.4K/$2.2B)	QoQ NEW(+$265.4K) YoY NEW(+$265.4K)
(cusip316092865)✕	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$265.3K	0.0% ($265.3K/$2.2B)	QoQ NEW(+$265.3K) YoY NEW(+$265.3K)
(cusip92189F593)✕	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$265.0K	0.0% ($265.0K/$2.2B)	QoQ NEW(+$265.0K) YoY NEW(+$265.0K)
NISOURCE INC.(NIcusip65473P105)	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$263.9K	0.0% ($263.9K/$2.2B)	QoQ NEW(+$263.9K) YoY NEW(+$263.9K)