Sowell Financial Services LLC

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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VERIZON COMMUNICATIONS INC

VZ|92343V104

127151(-0.9%)

Value:

$5.8B(+12.4%)

315948109

80073(+9.9%)

Value:

$5.8B(-3.0%)

QUALCOMM INC/DE

QCOM|747525103

37363(+10.2%)

Value:

$5.7B(+10.2%)

921908844

VIG|921908844

29187(-6.6%)

Value:

$5.7B(-7.5%)

Walt Disney Co

DIS|254687106

57105(+6.2%)

Value:

$5.6B(-5.9%)

ELI LILLY & Co

LLY|532457108

6787

Value:

$5.6B

25434V104

139781(+2.1%)

Value:

$5.4B(-3.0%)

922908769

VTI|922908769

19424(-3.8%)

Value:

$5.3B(-8.7%)

25434V708

DFAC|25434V708

161276(+0.8%)

Value:

$5.3B(-3.8%)

PROCTER & GAMBLE Co

PG|742718109

31210(+8.2%)

Value:

$5.3B(+10.0%)

81369Y209

35958(+3.1%)

Value:

$5.3B(+9.4%)

33739P103

81795(+26.4%)

Value:

$5.2B(+23.1%)

Palantir Technologies Inc.

PLTR|69608A108

62090(+11.1%)

Value:

$5.2B(+23.9%)

46138G649

27120(-14.5%)

Value:

$5.2B(-21.6%)

25434V872

122597(-0.5%)

Value:

$5.2B(+1.4%)

HOME DEPOT, INC.

HD|437076102

13816(+2.2%)

Value:

$5.1B(-3.7%)

BOEING CO

BA|097023105

29579(+4.1%)

Value:

$5.0B(+0.3%)

464287879

51096(+3.0%)

Value:

$5.0B(-7.5%)

PEPSICO INC

PEP|713448108

32935(+2.9%)

Value:

$4.9B(+1.4%)

46434V878

97248(-5.4%)

Value:

$4.9B(-4.9%)

Instrument	Shares		Other Manager	Value
Verizon Communications Inc(VZcusip92343V104)	127.2K	QoQ -0.88% (-1.1K) YoY -36.23% (-72.3K)	All Managers (Combined)	$5.8M	QoQ +12.41% (-$637.2K) YoY -31.06% (-$2.6M)
(cusip315948109)✕	80.1K	QoQ +9.91% (-7.2K) YoY +57.45% (+29.2K)	All Managers (Combined)	$5.8M	QoQ -3.02% (-$180.0K) YoY +82.60% (+$2.6M)
Qualcomm Inc/De(QCOMcusip747525103)	37.4K	QoQ +10.17% (+3.5K) YoY -29.26% (-15.5K)	All Managers (Combined)	$5.7M	QoQ +10.16% (+$529.7K) YoY -35.81% (-$3.2M)
(VIGcusip921908844)	29.2K	QoQ -6.60% (-2.1K) YoY -11.90% (-3.9K)	All Managers (Combined)	$5.7M	QoQ -7.48% (-$458.2K) YoY -6.41% (-$388.0K)
Walt Disney Co(DIScusip254687106)	57.1K	QoQ +6.18% (-3.3K) YoY -14.32% (-9.5K)	All Managers (Combined)	$5.6M	QoQ -5.87% (-$352.1K) YoY -30.89% (-$2.5M)
Eli Lilly & Co(LLYcusip532457108)	6.8K	QoQ NEW(+6.8K) YoY -58.82% (-9.7K)	All Managers (Combined)	$5.6M	QoQ NEW(+$5.6M) YoY -56.29% (-$7.2M)
(cusip25434V104)✕	139.8K	QoQ +2.15% (-2.9K) YoY -55.97% (-177.7K)	All Managers (Combined)	$5.4M	QoQ -3.02% (-$167.3K) YoY -53.68% (-$6.2M)
(VTIcusip922908769)	19.4K	QoQ -3.77% (-763) YoY -92.05% (-225.0K)	All Managers (Combined)	$5.3M	QoQ -8.74% (-$511.9K) YoY -91.59% (-$58.2M)
(DFACcusip25434V708)	161.3K	QoQ +0.85% (-1.4K) YoY -85.76% (-971.7K)	All Managers (Combined)	$5.3M	QoQ -3.80% (-$210.5K) YoY -85.30% (-$30.9M)
Procter & Gamble Co(PGcusip742718109)	31.2K	QoQ +8.21% (+2.4K) YoY -3.15% (-1.0K)	All Managers (Combined)	$5.3M	QoQ +9.99% (+$483.5K) YoY +1.71% (-$89.8K)
(cusip81369Y209)✕	36.0K	QoQ +3.09% (+1.1K) YoY +11.56% (+3.7K)	All Managers (Combined)	$5.3M	QoQ +9.41% (+$451.9K) YoY +10.27% (+$489.2K)
(cusip33739P103)✕	81.8K	QoQ +26.42% (+17.1K) YoY +24.61% (+16.2K)	All Managers (Combined)	$5.2M	QoQ +23.10% (+$983.6K) YoY +29.51% (+$1.2M)
Palantir Technologies Inc.(PLTRcusip69608A108)	62.1K	QoQ +11.05% (+6.2K) YoY +160.14% (+38.2K)	All Managers (Combined)	$5.2M	QoQ +23.93% (+$1.0M) YoY +854.53% (+$4.7M)
(cusip46138G649)✕	27.1K	QoQ -14.50% (-4.6K) YoY NEW(+27.1K)	All Managers (Combined)	$5.2M	QoQ -21.58% (-$1.4M) YoY NEW(+$5.2M)
(cusip25434V872)✕	122.6K	QoQ -0.52% (-651) YoY -37.76% (-74.4K)	All Managers (Combined)	$5.2M	QoQ +1.37% (-$70.0K) YoY -37.59% (-$3.1M)
Home Depot, Inc.(HDcusip437076102)	13.8K	QoQ +2.21% (-299) YoY -11.05% (-1.7K)	All Managers (Combined)	$5.1M	QoQ -3.69% (-$194.5K) YoY -15.02% (-$895.4K)
Boeing Co(BAcusip097023105)	29.6K	QoQ +4.10% (+1.2K) YoY -9.35% (-3.1K)	All Managers (Combined)	$5.0M	QoQ +0.31% (+$15.6K) YoY -19.90% (-$1.3M)
(cusip464287879)✕	51.1K	QoQ +3.02% (-1.5K) YoY +18.18% (+7.9K)	All Managers (Combined)	$5.0M	QoQ -7.53% (-$405.7K) YoY +12.10% (+$537.9K)
Pepsico Inc(PEPcusip713448108)	32.9K	QoQ +2.86% (+917) YoY +8.32% (-2.5K)	All Managers (Combined)	$4.9M	QoQ +1.43% (+$69.7K) YoY -7.86% (-$421.7K)
(cusip46434V878)✕	97.2K	QoQ -5.40% (-5.6K) YoY -0.74% (-726)	All Managers (Combined)	$4.9M	QoQ -4.89% (-$253.8K) YoY -0.47% (-$23.5K)