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,
  "BSX",
  null,
  null,
  null,
  "RQI",
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  null,
  null,
  "DBEF",
  null,
  "CCI",
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  null,
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  null,
  null,
  null,
  "KRP",
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  "QS",
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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,
  "GILD",
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  "HLT",
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  "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",
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  "GERN",
  "UNP",
  null,
  null,
  "QCOM",
  "GLPI",
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  null,
  null,
  "ISRG",
  null,
  null,
  "HURN",
  null,
  "HSBC",
  "HUBS",
  "PDT",
  "EMXC",
  null,
  "HLI",
  "HTD",
  "HPI",
  null,
  "ITW",
  "GSIE",
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  "EMR",
  null,
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  null,
  null,
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  null,
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  null,
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  "META",
  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,
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  "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,
  "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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  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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  "KLAC",
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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,
  "IWF",
  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,
  null,
  null,
  null,
  null,
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  null,
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  null,
  "NVDA",
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  "HPE",
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  null,
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  "MKC",
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  "JPC",
  "AMGN",
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  "MAS",
  null,
  "PKG",
  "MSTR",
  "PDO",
  null,
  "PPG",
  "REGN",
  null,
  null,
  null,
  null,
  "IEFA",
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  "RELX",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
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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,
  "IBM",
  null,
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  "SBUX",
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  "SNPS",
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  "TPR",
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  "UL",
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  "UPS",
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  "PNFP",
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  "HL",
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  "VXF",
  "AGNC",
  "VV",
  "RCL",
  "VOE",
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  "ASTS",
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  "SBLK",
  "POR",
  "ALC",
  null,
  null,
  null,
  null,
  "PNW",
  null,
  null,
  "VWO",
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  "JBL",
  "VSS",
  null,
  "SIVR",
  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",
  "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",
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  null,
  "IVE",
  "HCA",
  null,
  "LUV",
  null,
  "ESGD",
  "DKS",
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  "AMC",
  null,
  "TPL",
  null,
  null,
  null,
  "DOX",
  "BBCA",
  null,
  "NWSA",
  "OGS",
  null,
  "HBAN",
  null,
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  null,
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  "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",
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  "XPO",
  null,
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  null,
  null,
  "LNT",
  null,
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  null,
  "OC",
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  null,
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  "ET",
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  "DVY",
  "CHKP",
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  "MSCI",
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  "EIX",
  "KEY",
  "NOK",
  null,
  "JCI",
  "NXPI",
  "NZF",
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  null,
  "SO",
  "ON",
  "SBSW",
  "PPL",
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  "SW",
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  "CRM",
  "SNAP",
  "NOVA",
  "RPRX",
  null,
  "TAC",
  "RUN",
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  "SYY",
  "DIA",
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
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  null,
  null,
  null,
  null,
  null,
  "GEV",
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  "GAP",
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  null,
  "PAAS",
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  null,
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  null,
  "SYF",
  "NUE",
  null,
  "EG",
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  "FDX",
  null,
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  null,
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  "LULU",
  "AUR",
  "AN",
  "ADP",
  "AZO",
  "BCPC",
  "AVA",
  "BAC",
  "OZK",
  "BBVA",
  "BK",
  "BRK-A",
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  "BAX",
  "BDX",
  "BHP",
  "MUE",
  "BJ",
  "BBY",
  null,
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  "BAH",
  null,
  "OWL",
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  "BHR",
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  "BR",
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  "BWXT",
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  "CNI",
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  "CG",
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  "CCL",
  "CBOE",
  "CBRE",
  "IGR",
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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",
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  "CAG",
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  "CEG",
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  "ED",
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  "GLW",
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  "CSGP",
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  "CRSP",
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  "CVS",
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  "CW",
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  "DVN",
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  null,
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  null,
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  "NEE",
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  "MAR",
  "QQQ",
  null,
  "IWM",
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  "ETN",
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  "XOM",
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  "LLY",
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  "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 45 of 51

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UL Solutions Inc.

ULS|903731107

Shares:4.0K

Value:$227.3K

SCOTTS MIRACLE-GRO CO

SMG|810186106

Shares:4.1K

Value:$226.5K

Cloudflare, Inc.

NET|18915M107

Shares:2.0K

Value:$226.5K

WELLTOWER INC.

WELL|95040Q104

Shares:1.5K

Value:$226.2K

Nuveen Municipal Credit Income Fund

NZF|67070X101

Shares:18.5K

Value:$225.7K

HUBSPOT INC

HUBS|443573100

Shares:395

Value:$225.7K

GOLUB CAPITAL BDC, Inc.

GBDC|38173M102

Shares:14.9K

Value:$225.6K

Affirm Holdings, Inc.

AFRM|00827B106

Shares:5.0K

Value:$225.4K

Yum China Holdings, Inc.

YUMC|98850P109

Shares:4.3K

Value:$224.6K

808524698

Shares:9.9K

Value:$222.2K

DoorDash, Inc.

DASH|25809K105

Shares:1.2K

Value:$221.7K

ON SEMICONDUCTOR CORP

ON|682189105

Shares:5.4K

Value:$221.6K

Ares Management Corp

ARES|03990B101

Shares:1.5K

Value:$221.6K

78468R721

Shares:4.9K

Value:$221.5K

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:2.0K

Value:$220.7K

Royalty Pharma plc

RPRX|G7709Q104

Shares:7.1K

Value:$220.3K

Eaton Vance Ltd Duration Income Fund

EVV|27828H105

Shares:21.9K

Value:$218.1K

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:2.2K

Value:$217.2K

35473P637

Shares:7.0K

Value:$216.7K

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.0K

Value:$216.5K

Instrument	Shares		Other Manager	Value
UL Solutions Inc.(ULScusip903731107)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$227.3K	QoQ NEW(+$227.3K) YoY NEW(+$227.3K)
SCOTTS MIRACLE-GRO CO(SMGcusip810186106)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$226.5K	QoQ NEW(+$226.5K) YoY NEW(+$226.5K)
Cloudflare, Inc.(NETcusip18915M107)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$226.5K	QoQ NEW(+$226.5K) YoY NEW(+$226.5K)
WELLTOWER INC.(WELLcusip95040Q104)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$226.2K	QoQ NEW(+$226.2K) YoY NEW(+$226.2K)
Nuveen Municipal Credit Income Fund(NZFcusip67070X101)	18.5K	QoQ 0.00% (+0) YoY NEW(+18.5K)	All Managers (Combined)	$225.7K	QoQ +0.49% (+$1.1K) YoY NEW(+$225.7K)
HUBSPOT INC(HUBScusip443573100)	395	QoQ NEW(+395) YoY NEW(+395)	All Managers (Combined)	$225.7K	QoQ NEW(+$225.7K) YoY NEW(+$225.7K)
GOLUB CAPITAL BDC, Inc.(GBDCcusip38173M102)	14.9K	QoQ +6.03% (+848) YoY -31.40% (-6.8K)	All Managers (Combined)	$225.6K	QoQ +5.88% (+$12.5K) YoY -37.50% (-$135.4K)
Affirm Holdings, Inc.(AFRMcusip00827B106)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$225.4K	QoQ NEW(+$225.4K) YoY NEW(+$225.4K)
Yum China Holdings, Inc.(YUMCcusip98850P109)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$224.6K	QoQ NEW(+$224.6K) YoY NEW(+$224.6K)
(cusip808524698)✕	9.9K	QoQ -5.09% (-531) YoY NEW(+9.9K)	All Managers (Combined)	$222.2K	QoQ -3.42% (-$7.9K) YoY NEW(+$222.2K)
DoorDash, Inc.(DASHcusip25809K105)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$221.7K	QoQ NEW(+$221.7K) YoY NEW(+$221.7K)
ON SEMICONDUCTOR CORP(ONcusip682189105)	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$221.6K	QoQ NEW(+$221.6K) YoY NEW(+$221.6K)
Ares Management Corp(AREScusip03990B101)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$221.6K	QoQ NEW(+$221.6K) YoY NEW(+$221.6K)
(cusip78468R721)✕	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$221.5K	QoQ NEW(+$221.5K) YoY NEW(+$221.5K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$220.7K	QoQ NEW(+$220.7K) YoY NEW(+$220.7K)
Royalty Pharma plc(RPRXcusipG7709Q104)	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$220.3K	QoQ NEW(+$220.3K) YoY NEW(+$220.3K)
Eaton Vance Ltd Duration Income Fund(EVVcusip27828H105)	21.9K	QoQ +0.05% (+12) YoY -47.68% (-19.9K)	All Managers (Combined)	$218.1K	QoQ +2.20% (+$4.7K) YoY -46.42% (-$188.9K)
GLOBAL PAYMENTS INC(GPNcusip37940X102)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$217.2K	QoQ NEW(+$217.2K) YoY NEW(+$217.2K)
(cusip35473P637)✕	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$216.7K	QoQ NEW(+$216.7K) YoY NEW(+$216.7K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$216.5K	QoQ NEW(+$216.5K) YoY NEW(+$216.5K)