Sowell Financial Services LLC

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
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  "HYT",
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  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 7 of 51

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TYSON FOODS, INC.

TSN|902494103

Shares:60.1K

Value:$3.8M

25434V799

Shares:137.3K

Value:$3.8M

33738D309

Shares:83.3K

Value:$3.8M

GENERAL MILLS INC

GIS|370334104

Shares:63.2K

Value:$3.8M

464287242

Shares:34.7K

Value:$3.8M

464287887

IJT|464287887

Shares:30.0K

Value:$3.7M

46435U515

Shares:146.3K

Value:$3.7M

92206C680

VONG|92206C680

Shares:39.8K

Value:$3.7M

464288661

Shares:31.1K

Value:$3.7M

DOW INC.

DOW|260557103

Shares:103.7K

Value:$3.6M

AMPHENOL CORP /DE/

APH|032095101

Shares:55.2K

Value:$3.6M

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:21.7K

Value:$3.6M

464287507

IJH|464287507

Shares:61.3K

Value:$3.6M

921946406

VYM|921946406

Shares:27.7K

Value:$3.6M

CARDINAL HEALTH INC

CAH|14149Y108

Shares:25.7K

Value:$3.5M

46436E205

Shares:152.3K

Value:$3.5M

FLAHERTY & CRUMRINE TOTAL RETURN FUND INC

FLC|338479108

Shares:208.4K

Value:$3.5M

Palo Alto Networks Inc

PANW|697435105

Shares:20.0K

Value:$3.4M

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:55.3K

Value:$3.4M

ALAMOS GOLD INC

AGI.TO|011532108

Shares:125.8K

Value:$3.4M

Instrument	Shares		Other Manager	Value
Tyson Foods, Inc.(TSNcusip902494103)	60.1K	QoQ -0.36% (-220) YoY +13.35% (+7.1K)	All Managers (Combined)	$3.8M	QoQ +10.68% (-$370.3K) YoY +23.14% (+$721.0K)
(cusip25434V799)✕	137.3K	QoQ -1.87% (-2.6K) YoY +13.70% (+16.5K)	All Managers (Combined)	$3.8M	QoQ +5.43% (-$196.5K) YoY +18.04% (+$582.6K)
(cusip33738D309)✕	83.3K	QoQ +61.26% (+31.6K) YoY +0.30% (-251)	All Managers (Combined)	$3.8M	QoQ +59.21% (+$1.4M) YoY -0.92% (-$35.4K)
General Mills Inc(GIScusip370334104)	63.2K	QoQ +2.58% (-1.6K) YoY +14.48% (-8.0K)	All Managers (Combined)	$3.8M	QoQ -3.81% (-$149.9K) YoY -2.17% (-$83.9K)
(cusip464287242)✕	34.7K	QoQ +1.81% (+617) YoY +19.36% (+5.6K)	All Managers (Combined)	$3.8M	QoQ +3.57% (+$130.1K) YoY +19.12% (+$604.6K)
(IJTcusip464287887)	30.0K	QoQ +6.34% (-1.8K) YoY NEW(+30.0K)	All Managers (Combined)	$3.7M	QoQ -2.19% (-$83.7K) YoY NEW(+$3.7M)
(cusip46435U515)✕	146.3K	QoQ +6.15% (+8.5K) YoY NEW(+146.3K)	All Managers (Combined)	$3.7M	QoQ +7.68% (+$264.0K) YoY NEW(+$3.7M)
(VONGcusip92206C680)	39.8K	QoQ +36.21% (+10.6K) YoY +213.94% (+27.1K)	All Managers (Combined)	$3.7M	QoQ +22.35% (+$675.2K) YoY +236.23% (+$2.6M)
(cusip464288661)✕	31.1K	QoQ +3.80% (+1.1K) YoY +3.25% (+983)	All Managers (Combined)	$3.7M	QoQ +6.12% (+$212.2K) YoY +5.33% (+$186.4K)
Dow Inc.(DOWcusip260557103)	103.7K	QoQ +2.07% (-2.1K) YoY +33.38% (-25.9K)	All Managers (Combined)	$3.6M	QoQ -11.17% (-$455.6K) YoY -19.60% (-$882.6K)
Amphenol Corp /De/(APHcusip032095101)	55.2K	QoQ +18.26% (+8.5K) YoY +126.16% (+30.8K)	All Managers (Combined)	$3.6M	QoQ +11.69% (+$378.9K) YoY +28.35% (+$799.5K)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	21.7K	QoQ +6.20% (-1.3K) YoY +34.32% (+5.5K)	All Managers (Combined)	$3.6M	QoQ -10.72% (-$432.9K) YoY +63.23% (+$1.4M)
(IJHcusip464287507)	61.3K	QoQ -3.35% (-2.1K) YoY -31.31% (-28.0K)	All Managers (Combined)	$3.6M	QoQ -9.49% (-$375.3K) YoY -34.01% (-$1.8M)
(VYMcusip921946406)	27.7K	QoQ +9.43% (+2.4K) YoY -32.38% (-13.3K)	All Managers (Combined)	$3.6M	QoQ +10.61% (+$342.3K) YoY -27.93% (-$1.4M)
Cardinal Health Inc(CAHcusip14149Y108)	25.7K	QoQ NEW(+25.7K) YoY NEW(+25.7K)	All Managers (Combined)	$3.5M	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
(cusip46436E205)✕	152.3K	QoQ +4.53% (+6.6K) YoY NEW(+152.3K)	All Managers (Combined)	$3.5M	QoQ +6.04% (+$200.8K) YoY NEW(+$3.5M)
Flaherty & Crumrine Total Return Fund Inc(FLCcusip338479108)	208.4K	QoQ 0.00% (+6) YoY +0.31% (+662)	All Managers (Combined)	$3.5M	QoQ +0.48% (+$16.8K) YoY +8.89% (+$285.5K)
Palo Alto Networks Inc(PANWcusip697435105)	20.0K	QoQ +9.57% (+1.8K) YoY NEW(+20.0K)	All Managers (Combined)	$3.4M	QoQ +2.75% (+$91.8K) YoY NEW(+$3.4M)
Bristol Myers Squibb Co(BMYcusip110122108)	55.3K	QoQ -2.60% (-1.5K) YoY -4.97% (-2.9K)	All Managers (Combined)	$3.4M	QoQ +5.01% (-$161.3K) YoY +6.87% (-$217.2K)
Alamos Gold Inc(AGI.TOcusip011532108)	125.8K	QoQ +83.68% (+57.3K) YoY +274.71% (+92.2K)	All Managers (Combined)	$3.4M	QoQ +166.36% (+$2.1M) YoY +579.42% (+$2.9M)