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",
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  null,
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  null,
  null,
  null,
  "KRP",
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  null,
  "ESS",
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  "QS",
  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,
  "GASS",
  null,
  "DSU",
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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,
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  null,
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  null,
  null,
  null,
  null,
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  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",
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  null,
  "HLI",
  "HTD",
  "HPI",
  null,
  "ITW",
  "GSIE",
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  "EMR",
  null,
  "BKNG",
  null,
  null,
  "NBIX",
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  null,
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  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,
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  null,
  "JLS",
  null,
  "SVM",
  null,
  null,
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  "JCE",
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  null,
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  null,
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  null,
  null,
  "LIN",
  null,
  null,
  "L",
  null,
  null,
  null,
  "DHF",
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  null,
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  null,
  "MMC",
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  "GDO",
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  "ALE",
  "MSFT",
  null,
  null,
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  "TMUS",
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  "ELF",
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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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  "EFG",
  "ANET",
  "KKR",
  "KLAC",
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  "KR",
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  "KHC",
  "NOC",
  "OKE",
  null,
  "DASH",
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  "VGIT",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  null,
  null,
  "PANW",
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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,
  null,
  null,
  "IYR",
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  "AAPL",
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  "EFAV",
  null,
  "ECL",
  null,
  "NVDA",
  "GS",
  "HPE",
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  "INTC",
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  "PLTR",
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  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
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  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",
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  "O",
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  "SHEL",
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  "GLD",
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  "SAP",
  null,
  null,
  null,
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  null,
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  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  "IBM",
  null,
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  "SYK",
  "SBUX",
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  "SNPS",
  "CI",
  "TPR",
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  "TXRH",
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  "TM",
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  "UPS",
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  "PNFP",
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  "HL",
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  "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",
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  "XEL",
  "WDAY",
  "YPF",
  "YUMC",
  "YUM",
  "XPO",
  null,
  "SOLV",
  null,
  null,
  "LNT",
  null,
  "JJSF",
  null,
  "OC",
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  "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",
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  "GAP",
  "MCK",
  null,
  "PAAS",
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  "NGD",
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  "ESGU",
  null,
  "PSA",
  null,
  "SYF",
  "NUE",
  null,
  "EG",
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  "FDX",
  null,
  "AME",
  null,
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  "LULU",
  "AUR",
  "AN",
  "ADP",
  "AZO",
  "BCPC",
  "AVA",
  "BAC",
  "OZK",
  "BBVA",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BHP",
  "MUE",
  "BJ",
  "BBY",
  null,
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  "BAH",
  null,
  "OWL",
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  "BHR",
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  "CG",
  "CARR",
  "CCL",
  "CBOE",
  "CBRE",
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  "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",
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  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
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  "CRSP",
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  "CVS",
  "CSX",
  "CW",
  "DHR",
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  "DVN",
  "FANG",
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  null,
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  "IJT",
  null,
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  "ADI",
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  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
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  "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

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Page 42 of 51

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MongoDB, Inc.

MDB|60937P106

Shares:1.5K

Value:$263.5K

InMode Ltd.

INMD|M5425M103

Shares:14.8K

Value:$262.7K

DIAGEO PLC

DEO|25243Q205

Shares:2.5K

Value:$261.8K

Ingersoll Rand Inc.

IR|45687V106

Shares:3.3K

Value:$261.6K

JOHN HANCOCK PREMIUM DIVIDEND FUND

PDT|41013T105

Shares:20.0K

Value:$261.2K

SPECIAL OPPORTUNITIES FUND, INC.

SPE|84741T104

Shares:17.4K

Value:$260.9K

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:1.1K

Value:$260.1K

MCCORMICK & CO INC

MKC|579780206

Shares:3.2K

Value:$260.0K

Aon plc

AON|G0403H108

Shares:652

Value:$260.0K

SoFi Technologies, Inc.

SOFI|83406F102

Shares:22.3K

Value:$259.3K

46090A804

Shares:5.5K

Value:$258.6K

Vertiv Holdings Co

VRT|92537N108

Shares:3.6K

Value:$258.1K

45782C789

Shares:6.0K

Value:$257.2K

CBRE GROUP, INC.

CBRE|12504L109

Shares:2.0K

Value:$256.1K

37954Y657

Shares:13.4K

Value:$255.8K

464287119

Shares:3.2K

Value:$255.8K

233051200

DBEF|233051200

Shares:5.9K

Value:$255.3K

INSMED Inc

INSM|457669307

Shares:3.3K

Value:$255.3K

46429B689

EFAV|46429B689

Shares:3.2K

Value:$253.1K

WESTERN ASSET EMERGING MARKETS DEBT FUND INC.

EMD|95766A101

Shares:25.5K

Value:$251.8K

Instrument	Shares		Other Manager	Value
MongoDB, Inc.(MDBcusip60937P106)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$263.5K	QoQ NEW(+$263.5K) YoY NEW(+$263.5K)
InMode Ltd.(INMDcusipM5425M103)	14.8K	QoQ -1.21% (-182) YoY +34.18% (+3.8K)	All Managers (Combined)	$262.7K	QoQ +4.93% (-$12.4K) YoY +10.37% (+$24.7K)
DIAGEO PLC(DEOcusip25243Q205)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$261.8K	QoQ NEW(+$261.8K) YoY NEW(+$261.8K)
Ingersoll Rand Inc.(IRcusip45687V106)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$261.6K	QoQ NEW(+$261.6K) YoY NEW(+$261.6K)
JOHN HANCOCK PREMIUM DIVIDEND FUND(PDTcusip41013T105)	20.0K	QoQ +1.38% (+273) YoY -1.39% (-283)	All Managers (Combined)	$261.2K	QoQ +4.08% (+$10.3K) YoY +10.69% (-$25.2K)
SPECIAL OPPORTUNITIES FUND, INC.(SPEcusip84741T104)	17.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$260.9K	QoQ +2.67% (+$6.8K) YoY +18.59% (+$40.9K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$260.1K	QoQ NEW(+$260.1K) YoY NEW(+$260.1K)
MCCORMICK & CO INC(MKCcusip579780206)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$260.0K	QoQ NEW(+$260.0K) YoY NEW(+$260.0K)
Aon plc(AONcusipG0403H108)	652	QoQ NEW(+652) YoY NEW(+652)	All Managers (Combined)	$260.0K	QoQ NEW(+$260.0K) YoY NEW(+$260.0K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	22.3K	QoQ NEW(+22.3K) YoY NEW(+22.3K)	All Managers (Combined)	$259.3K	QoQ NEW(+$259.3K) YoY NEW(+$259.3K)
(cusip46090A804)✕	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$258.6K	QoQ NEW(+$258.6K) YoY NEW(+$258.6K)
Vertiv Holdings Co(VRTcusip92537N108)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$258.1K	QoQ NEW(+$258.1K) YoY NEW(+$258.1K)
(cusip45782C789)✕	6.0K	QoQ -55.47% (-7.4K) YoY NEW(+6.0K)	All Managers (Combined)	$257.2K	QoQ -56.85% (-$339.0K) YoY NEW(+$257.2K)
CBRE GROUP, INC.(CBREcusip12504L109)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$256.1K	QoQ NEW(+$256.1K) YoY NEW(+$256.1K)
(cusip37954Y657)✕	13.4K	QoQ 0.00% (-0) YoY -23.28% (-4.1K)	All Managers (Combined)	$255.8K	QoQ -2.40% (-$6.3K) YoY -27.52% (-$97.2K)
(cusip464287119)✕	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$255.8K	QoQ NEW(+$255.8K) YoY NEW(+$255.8K)
(DBEFcusip233051200)	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$255.3K	QoQ NEW(+$255.3K) YoY NEW(+$255.3K)
INSMED Inc(INSMcusip457669307)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$255.3K	QoQ NEW(+$255.3K) YoY NEW(+$255.3K)
(EFAVcusip46429B689)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$253.1K	QoQ NEW(+$253.1K) YoY NEW(+$253.1K)
WESTERN ASSET EMERGING MARKETS DEBT FUND INC.(EMDcusip95766A101)	25.5K	QoQ +0.01% (+5) YoY -7.22% (-2.0K)	All Managers (Combined)	$251.8K	QoQ +2.82% (+$6.9K) YoY -5.35% (-$14.2K)