Sowell-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
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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: sowell-financial-services
Manager Name: Sowell-Financial-Services

Data Enrichment

70% identified

709 identified298 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,007 positions • $2.2B total value

SEC FilingSEC DataHachi Filing

Manager:

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866082AA8

Shares:25.0K

Value:$23.8K

% of Portfolio:0.0% ($23.8K/$2.2B)

TMC the metals Co Inc.

TMC|87261Y106

Shares:12.1K

Value:$20.8K

% of Portfolio:0.0% ($20.8K/$2.2B)

163072AA9

Shares:20.0K

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$2.2B)

693691115

Shares:77.0K

Value:$17.8K

% of Portfolio:0.0% ($17.8K/$2.2B)

Origin Materials, Inc.

ORGN|68622D106

Shares:17.4K

Value:$11.5K

% of Portfolio:0.0% ($11.5K/$2.2B)

Tenaya Therapeutics, Inc.

TNYA|87990A106

Shares:19.2K

Value:$11.0K

% of Portfolio:0.0% ($11.0K/$2.2B)

42727R104

Shares:10.0K

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip866082AA8)✕	25.0K	QoQ NEW(+25.0K) YoY NEW(+25.0K)	All Managers (Combined)	$23.8K	0.0% ($23.8K/$2.2B)	QoQ NEW(+$23.8K) YoY NEW(+$23.8K)
TMC the metals Co Inc.(TMCcusip87261Y106)	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$20.8K	0.0% ($20.8K/$2.2B)	QoQ NEW(+$20.8K) YoY NEW(+$20.8K)
(cusip163072AA9)✕	20.0K	QoQ NEW(+20.0K) YoY NEW(+20.0K)	All Managers (Combined)	$19.7K	0.0% ($19.7K/$2.2B)	QoQ NEW(+$19.7K) YoY NEW(+$19.7K)
(cusip693691115)✕	77.0K	QoQ NEW(+77.0K) YoY NEW(+77.0K)	All Managers (Combined)	$17.8K	0.0% ($17.8K/$2.2B)	QoQ NEW(+$17.8K) YoY NEW(+$17.8K)
Origin Materials, Inc.(ORGNcusip68622D106)	17.4K	QoQ NEW(+17.4K) YoY NEW(+17.4K)	All Managers (Combined)	$11.5K	0.0% ($11.5K/$2.2B)	QoQ NEW(+$11.5K) YoY NEW(+$11.5K)
Tenaya Therapeutics, Inc.(TNYAcusip87990A106)	19.2K	QoQ NEW(+19.2K) YoY NEW(+19.2K)	All Managers (Combined)	$11.0K	0.0% ($11.0K/$2.2B)	QoQ NEW(+$11.0K) YoY NEW(+$11.0K)
(cusip42727R104)✕	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$2.2B)	QoQ NEW(+$5.0K) YoY NEW(+$5.0K)