Sowell Financial Services LLC

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  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: 0001633697
Manager Name: Sowell Financial Services LLC

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 47 of 51

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46434V407

Shares:4.9K

Value:$206.3K

MACOM Technology Solutions Holdings, Inc.

MTSI|55405Y100

Shares:2.1K

Value:$206.3K

Restaurant Brands International Inc.

QSR|76131D103

Shares:3.1K

Value:$206.1K

464286533

Shares:3.5K

Value:$205.0K

CANADIAN IMPERIAL BANK OF COMMERCE /CAN/

CM|136069101

Shares:3.6K

Value:$203.8K

78468R861

Shares:10.6K

Value:$203.5K

Huron Consulting Group Inc.

HURN|447462102

Shares:1.4K

Value:$203.1K

BALCHEM CORP

BCPC|057665200

Shares:1.2K

Value:$201.9K

46138E339

Shares:2.2K

Value:$201.8K

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:347

Value:$201.3K

EDISON INTERNATIONAL

EIX|281020107

Shares:3.4K

Value:$200.8K

TransDigm Group INC

TDG|893641100

Shares:145

Value:$200.6K

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:1.7K

Value:$200.4K

NEWS CORP

NWSA|65249B109

Shares:7.4K

Value:$200.3K

Seagate Technology Holdings plc

STX|G7997R103

Shares:2.4K

Value:$200.1K

RELX PLC

RELX|759530108

Shares:4.0K

Value:$200.1K

NUSCALE POWER Corp

SMR|67079K100

Shares:13.4K

Value:$189.7K

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:13.4K

Value:$183.2K

JOHN HANCOCK PREFERRED INCOME FUND

HPI|41013W108

Shares:10.9K

Value:$180.8K

BLACKROCK FLOATING RATE INCOME TRUST

BGT|091941104

Shares:14.3K

Value:$177.8K

Instrument	Shares		Other Manager	Value
(cusip46434V407)✕	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$206.3K	QoQ NEW(+$206.3K) YoY NEW(+$206.3K)
Macom Technology Solutions Holdings, Inc.(MTSIcusip55405Y100)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$206.3K	QoQ NEW(+$206.3K) YoY NEW(+$206.3K)
Restaurant Brands International Inc.(QSRcusip76131D103)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$206.1K	QoQ NEW(+$206.1K) YoY NEW(+$206.1K)
(cusip464286533)✕	3.5K	QoQ NEW(+3.5K) YoY -79.99% (-14.1K)	All Managers (Combined)	$205.0K	QoQ NEW(+$205.0K) YoY -79.37% (-$789.0K)
Canadian Imperial Bank Of Commerce /Can/(CMcusip136069101)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$203.8K	QoQ NEW(+$203.8K) YoY NEW(+$203.8K)
(cusip78468R861)✕	10.6K	QoQ NEW(+10.6K) YoY NEW(+10.6K)	All Managers (Combined)	$203.5K	QoQ NEW(+$203.5K) YoY NEW(+$203.5K)
Huron Consulting Group Inc.(HURNcusip447462102)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$203.1K	QoQ NEW(+$203.1K) YoY NEW(+$203.1K)
Balchem Corp(BCPCcusip057665200)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$201.9K	QoQ NEW(+$201.9K) YoY NEW(+$201.9K)
(cusip46138E339)✕	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$201.8K	QoQ NEW(+$201.8K) YoY NEW(+$201.8K)
Monolithic Power Systems Inc(MPWRcusip609839105)	347	QoQ NEW(+347) YoY NEW(+347)	All Managers (Combined)	$201.3K	QoQ NEW(+$201.3K) YoY NEW(+$201.3K)
Edison International(EIXcusip281020107)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$200.8K	QoQ NEW(+$200.8K) YoY NEW(+$200.8K)
Transdigm Group Inc(TDGcusip893641100)	145	QoQ NEW(+145) YoY NEW(+145)	All Managers (Combined)	$200.6K	QoQ NEW(+$200.6K) YoY NEW(+$200.6K)
Expeditors International Of Washington Inc(EXPDcusip302130109)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$200.4K	QoQ NEW(+$200.4K) YoY NEW(+$200.4K)
News Corp(NWSAcusip65249B109)	7.4K	QoQ NEW(+7.4K) YoY NEW(+7.4K)	All Managers (Combined)	$200.3K	QoQ NEW(+$200.3K) YoY NEW(+$200.3K)
Seagate Technology Holdings Plc(STXcusipG7997R103)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$200.1K	QoQ NEW(+$200.1K) YoY NEW(+$200.1K)
Relx Plc(RELXcusip759530108)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$200.1K	QoQ NEW(+$200.1K) YoY NEW(+$200.1K)
Nuscale Power Corp(SMRcusip67079K100)	13.4K	QoQ -1.35% (-184) YoY NEW(+13.4K)	All Managers (Combined)	$189.7K	QoQ -22.09% (-$53.8K) YoY NEW(+$189.7K)
Mitsubishi Ufj Financial Group Inc(MUFGcusip606822104)	13.4K	QoQ NEW(+13.4K) YoY NEW(+13.4K)	All Managers (Combined)	$183.2K	QoQ NEW(+$183.2K) YoY NEW(+$183.2K)
John Hancock Preferred Income Fund(HPIcusip41013W108)	10.9K	QoQ NEW(+10.9K) YoY NEW(+10.9K)	All Managers (Combined)	$180.8K	QoQ NEW(+$180.8K) YoY NEW(+$180.8K)
Blackrock Floating Rate Income Trust(BGTcusip091941104)	14.3K	QoQ NEW(+14.3K) YoY NEW(+14.3K)	All Managers (Combined)	$177.8K	QoQ NEW(+$177.8K) YoY NEW(+$177.8K)