Sowell Financial Services LLC

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
  "JWN",
  "HYT",
  null,
  "MMSI",
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  "SE",
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  "ARGX",
  "INMD",
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "AGI.TO",
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  "PBR-A",
  "RJF",
  "AFG",
  "AQN",
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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,
  null,
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  null,
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  null,
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  null,
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  "AIG",
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  "T",
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  "EC",
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  null,
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  "CAT",
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  "AVGO",
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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,
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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,
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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,
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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: 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 6 of 51

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CATERPILLAR INC

CAT|149123101

Shares:14.9K

Value:$4.9M

33740F755

Shares:159.3K

Value:$4.7M

464287432

Shares:51.0K

Value:$4.6M

Spotify Technology S.A.

SPOT|L8681T102

Shares:8.4K

Value:$4.6M

46434VBD1

Shares:181.2K

Value:$4.6M

PFIZER INC

PFE|717081103

Shares:178.1K

Value:$4.5M

46435GAA0

Shares:185.7K

Value:$4.5M

464287689

IWV|464287689

Shares:14.0K

Value:$4.4M

METLIFE INC

MET|59156R108

Shares:53.9K

Value:$4.3M

464287309

IVW|464287309

Shares:46.3K

Value:$4.3M

46429B267

Shares:186.3K

Value:$4.3M

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:42.0K

Value:$4.2M

316188309

Shares:92.6K

Value:$4.2M

Kraft Heinz Co

KHC|500754106

Shares:138.8K

Value:$4.2M

abrdn Silver ETF Trust

SIVR|003264108

Shares:129.6K

Value:$4.2M

Uber Technologies, Inc

UBER|90353T100

Shares:56.2K

Value:$4.1M

53656F425

Shares:139.3K

Value:$4.1M

46435UAA9

Shares:166.9K

Value:$4.0M

Duke Energy CORP

DUK|26441C204

Shares:32.6K

Value:$4.0M

78468R200

Shares:127.7K

Value:$3.9M

Instrument	Shares		Other Manager	Value
Caterpillar Inc(CATcusip149123101)	14.9K	QoQ +20.32% (+2.5K) YoY +6.42% (-902)	All Managers (Combined)	$4.9M	QoQ +9.38% (+$423.2K) YoY -4.21% (-$216.9K)
(cusip33740F755)✕	159.3K	QoQ +516.20% (+133.5K) YoY +919.16% (+143.7K)	All Managers (Combined)	$4.7M	QoQ +500.41% (+$3.9M) YoY +982.54% (+$4.3M)
(cusip464287432)✕	51.0K	QoQ -3.59% (-1.9K) YoY -63.91% (-90.4K)	All Managers (Combined)	$4.6M	QoQ +0.49% (-$22.7K) YoY -65.28% (-$8.7M)
Spotify Technology S.A.(SPOTcusipL8681T102)	8.4K	QoQ NEW(+8.4K) YoY NEW(+8.4K)	All Managers (Combined)	$4.6M	QoQ NEW(+$4.6M) YoY NEW(+$4.6M)
(cusip46434VBD1)✕	181.2K	QoQ +3.57% (+6.3K) YoY +194.18% (+119.6K)	All Managers (Combined)	$4.6M	QoQ +3.99% (+$175.0K) YoY +198.25% (+$3.0M)
Pfizer Inc(PFEcusip717081103)	178.1K	QoQ -1.27% (-2.3K) YoY -3.25% (-6.0K)	All Managers (Combined)	$4.5M	QoQ -5.70% (-$273.0K) YoY -11.66% (-$596.1K)
(cusip46435GAA0)✕	185.7K	QoQ +2.08% (+3.8K) YoY +104.05% (+94.7K)	All Managers (Combined)	$4.5M	QoQ +2.67% (+$117.3K) YoY +107.09% (+$2.3M)
(IWVcusip464287689)	14.0K	QoQ +4.73% (-632) YoY NEW(+14.0K)	All Managers (Combined)	$4.4M	QoQ -0.47% (-$21.2K) YoY NEW(+$4.4M)
Metlife Inc(METcusip59156R108)	53.9K	QoQ +1.40% (-745) YoY -5.49% (-3.1K)	All Managers (Combined)	$4.3M	QoQ -0.56% (-$24.7K) YoY +2.38% (-$100.9K)
(IVWcusip464287309)	46.3K	QoQ +2.56% (-1.2K) YoY +14.47% (+5.9K)	All Managers (Combined)	$4.3M	QoQ -6.22% (-$285.0K) YoY +25.86% (+$882.7K)
(cusip46429B267)✕	186.3K	QoQ -1.20% (-2.3K) YoY -6.73% (-13.4K)	All Managers (Combined)	$4.3M	QoQ -1.18% (-$51.5K) YoY -5.84% (-$265.7K)
Boston Scientific Corp(BSXcusip101137107)	42.0K	QoQ +108.52% (+21.8K) YoY NEW(+42.0K)	All Managers (Combined)	$4.2M	QoQ +135.51% (+$2.4M) YoY NEW(+$4.2M)
(cusip316188309)✕	92.6K	QoQ -15.40% (-16.9K) YoY -23.25% (-28.1K)	All Managers (Combined)	$4.2M	QoQ -13.93% (-$684.5K) YoY -22.96% (-$1.3M)
Kraft Heinz Co(KHCcusip500754106)	138.8K	QoQ -5.44% (-8.0K) YoY +11.79% (-14.6K)	All Managers (Combined)	$4.2M	QoQ -6.31% (-$284.5K) YoY -7.81% (-$358.1K)
Abrdn Silver Etf Trust(SIVRcusip003264108)	129.6K	QoQ +61.78% (+49.5K) YoY +179.24% (+83.2K)	All Managers (Combined)	$4.2M	QoQ +90.77% (+$2.0M) YoY +281.41% (+$3.1M)
Uber Technologies, Inc(UBERcusip90353T100)	56.2K	QoQ +55.47% (+20.0K) YoY +65.39% (+22.2K)	All Managers (Combined)	$4.1M	QoQ +87.79% (+$1.9M) YoY +56.49% (+$1.5M)
(cusip53656F425)✕	139.3K	QoQ 0.00% (-0) YoY -19.58% (-33.9K)	All Managers (Combined)	$4.1M	QoQ -2.80% (-$117.8K) YoY -17.49% (-$864.9K)
(cusip46435UAA9)✕	166.9K	QoQ +6.08% (+9.6K) YoY +290.63% (+124.2K)	All Managers (Combined)	$4.0M	QoQ +7.05% (+$266.1K) YoY +296.87% (+$3.0M)
Duke Energy Corp(DUKcusip26441C204)	32.6K	QoQ +1.38% (+445) YoY -16.25% (-6.3K)	All Managers (Combined)	$4.0M	QoQ +14.77% (+$511.8K) YoY +5.62% (-$211.8K)
(cusip78468R200)✕	127.7K	QoQ +8.57% (+10.1K) YoY +2.82% (+3.5K)	All Managers (Combined)	$3.9M	QoQ +8.89% (+$321.3K) YoY +2.78% (+$106.5K)