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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866082AA8

25000

Value:

$23.8M

TMC the metals Co Inc.

TMC|87261Y106

12087

Value:

$20.8M

163072AA9

20000

Value:

$19.7M

693691115

77000

Value:

$17.8M

Origin Materials, Inc.

ORGN|68622D106

17400

Value:

$11.5M

Tenaya Therapeutics, Inc.

TNYA|87990A106

19249

Value:

$11.0M

42727R104

10000

Value:

$5.0M

Instrument	Shares		Other Manager	Value
(cusip866082AA8)✕	25.0K	QoQ NEW(+25.0K) YoY NEW(+25.0K)	All Managers (Combined)	$23.8K	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	QoQ NEW(+$20.8K) YoY NEW(+$20.8K)
(cusip163072AA9)✕	20.0K	QoQ NEW(+20.0K) YoY NEW(+20.0K)	All Managers (Combined)	$19.7K	QoQ NEW(+$19.7K) YoY NEW(+$19.7K)
(cusip693691115)✕	77.0K	QoQ NEW(+77.0K) YoY NEW(+77.0K)	All Managers (Combined)	$17.8K	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	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	QoQ NEW(+$11.0K) YoY NEW(+$11.0K)
(cusip42727R104)✕	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$5.0K	QoQ NEW(+$5.0K) YoY NEW(+$5.0K)