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",
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  "ARM",
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  "MU",
  null,
  null,
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  null,
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  null,
  null,
  "KBR",
  null,
  null,
  "MMM",
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  "ABBV",
  null,
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  "APD",
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  null,
  "MTSI",
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  null,
  "VONG",
  null,
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  "JQC",
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  "AXL",
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  "AIG",
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  "T",
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  null,
  null,
  "CAT",
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  "AVGO",
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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,
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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,
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  "NAC",
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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,
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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,
  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,
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  null,
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  null,
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  null,
  "IWV",
  null,
  null,
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  null,
  null,
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  null,
  "VCIT",
  "OMER",
  null,
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  "EXP",
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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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  "ETR",
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  "VTR",
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  null,
  "DD",
  "VRTX",
  null,
  "TT",
  "VRSK",
  "VRT",
  "R",
  "RGLD",
  "MUSA",
  "ATO",
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  "AON",
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  "GM",
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  "SF",
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  null,
  "USFD",
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  "DEO",
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  "IR",
  null,
  "GSLC",
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  null,
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  null,
  "IGIC",
  null,
  "KNOP",
  null,
  null,
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  "RACE",
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  null,
  "AMZN",
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  "SCHB",
  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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  "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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  "VTV",
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  "V",
  "VSH",
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  "WBD",
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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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  "NZF",
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  null,
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  "NOVA",
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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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  "MO",
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  "ITOT",
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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 • $2,197,375.992K total value

1,007 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 46 of 51

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Johnson Controls International plc

JCI|G51502105

Shares:2.7K

Value:$216.1K

Sea Ltd

SE|81141R100

Shares:1.7K

Value:$216.0K

LOEWS CORP

L|540424108

Shares:2.4K

Value:$215.9K

316092600

Shares:3.2K

Value:$215.8K

AST SpaceMobile, Inc.

ASTS|00217D100

Shares:9.5K

Value:$215.5K

STERLING INFRASTRUCTURE, INC.

STRL|859241101

Shares:1.9K

Value:$215.4K

Texas Roadhouse, Inc.

TXRH|882681109

Shares:1.3K

Value:$215.4K

Ventas, Inc.

VTR|92276F100

Shares:3.1K

Value:$215.2K

ROYAL GOLD INC

RGLD|780287108

Shares:1.3K

Value:$213.9K

Brookfield Renewable Partners L.P.

BEP|G16258108

Shares:9.6K

Value:$212.7K

CROWN CASTLE INC.

CCI|22822V101

Shares:2.0K

Value:$212.6K

TRANSALTA CORP

TAC|89346D107

Shares:22.5K

Value:$210.7K

Owens Corning

OC|690742101

Shares:1.5K

Value:$210.7K

ALCON INC

ALC|H01301128

Shares:2.2K

Value:$210.1K

46435G326

Shares:3.0K

Value:$209.0K

921078101

Shares:6.9K

Value:$208.7K

33939L407

Shares:5.4K

Value:$208.2K

316092378

Shares:6.3K

Value:$208.0K

Essential Utilities, Inc.

WTRG|29670G102

Shares:5.2K

Value:$207.4K

AVNET INC

AVT|053807103

Shares:4.3K

Value:$207.2K

Instrument	Shares		Other Manager	Value
Johnson Controls International plc(JCIcusipG51502105)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$216.1K	QoQ NEW(+$216.1K) YoY NEW(+$216.1K)
Sea Ltd(SEcusip81141R100)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$216.0K	QoQ NEW(+$216.0K) YoY NEW(+$216.0K)
LOEWS CORP(Lcusip540424108)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$215.9K	QoQ NEW(+$215.9K) YoY NEW(+$215.9K)
(cusip316092600)✕	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$215.8K	QoQ NEW(+$215.8K) YoY NEW(+$215.8K)
AST SpaceMobile, Inc.(ASTScusip00217D100)	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$215.5K	QoQ NEW(+$215.5K) YoY NEW(+$215.5K)
STERLING INFRASTRUCTURE, INC.(STRLcusip859241101)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$215.4K	QoQ NEW(+$215.4K) YoY NEW(+$215.4K)
Texas Roadhouse, Inc.(TXRHcusip882681109)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$215.4K	QoQ NEW(+$215.4K) YoY NEW(+$215.4K)
Ventas, Inc.(VTRcusip92276F100)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$215.2K	QoQ NEW(+$215.2K) YoY NEW(+$215.2K)
ROYAL GOLD INC(RGLDcusip780287108)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$213.9K	QoQ NEW(+$213.9K) YoY NEW(+$213.9K)
Brookfield Renewable Partners L.P.(BEPcusipG16258108)	9.6K	QoQ NEW(+9.6K) YoY NEW(+9.6K)	All Managers (Combined)	$212.7K	QoQ NEW(+$212.7K) YoY NEW(+$212.7K)
CROWN CASTLE INC.(CCIcusip22822V101)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$212.6K	QoQ NEW(+$212.6K) YoY NEW(+$212.6K)
TRANSALTA CORP(TACcusip89346D107)	22.5K	QoQ +55.25% (+8.0K) YoY NEW(+22.5K)	All Managers (Combined)	$210.7K	QoQ +2.58% (+$5.3K) YoY NEW(+$210.7K)
Owens Corning(OCcusip690742101)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$210.7K	QoQ NEW(+$210.7K) YoY NEW(+$210.7K)
ALCON INC(ALCcusipH01301128)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$210.1K	QoQ NEW(+$210.1K) YoY NEW(+$210.1K)
(cusip46435G326)✕	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$209.0K	QoQ NEW(+$209.0K) YoY NEW(+$209.0K)
(cusip921078101)✕	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$208.7K	QoQ NEW(+$208.7K) YoY NEW(+$208.7K)
(cusip33939L407)✕	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$208.2K	QoQ NEW(+$208.2K) YoY NEW(+$208.2K)
(cusip316092378)✕	6.3K	QoQ NEW(+6.3K) YoY -88.63% (-48.9K)	All Managers (Combined)	$208.0K	QoQ NEW(+$208.0K) YoY -87.65% (-$1.5M)
Essential Utilities, Inc.(WTRGcusip29670G102)	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$207.4K	QoQ NEW(+$207.4K) YoY NEW(+$207.4K)
AVNET INC(AVTcusip053807103)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$207.2K	QoQ NEW(+$207.2K) YoY NEW(+$207.2K)