Sowell-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "JWN",
  "HYT",
  null,
  "MMSI",
  "PINS",
  "SE",
  "INSM",
  "ARES",
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  "FLEX",
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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",
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  "AQN",
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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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  "RACE",
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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: sowell-financial-services
Manager Name: Sowell-Financial-Services

Data Enrichment

70% identified

709 identified298 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,007 positions • $2,197,375.992K total value

1,007 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 8 of 51

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FORD MOTOR CO

F|345370860

Shares:330.9K

Value:$3.3M

032108664

Shares:45.8K

Value:$3.3M

AMGEN INC

AMGN|031162100

Shares:10.4K

Value:$3.2M

KROGER CO

KR|501044101

Shares:47.9K

Value:$3.2M

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:15.7K

Value:$3.2M

81369Y704

Shares:24.6K

Value:$3.2M

464287465

EFA|464287465

Shares:39.1K

Value:$3.2M

CLOROX CO /DE/

CLX|189054109

Shares:21.6K

Value:$3.2M

33740F276

Shares:156.1K

Value:$3.2M

381430529

Shares:31.6K

Value:$3.2M

ABBOTT LABORATORIES

ABT|002824100

Shares:23.8K

Value:$3.2M

808524763

FNDA|808524763

Shares:114.4K

Value:$3.1M

464287234

EEM|464287234

Shares:71.2K

Value:$3.1M

Cheniere Energy, Inc.

LNG|16411R208

Shares:13.3K

Value:$3.1M

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:5.6K

Value:$3.1M

808524797

SCHD|808524797

Shares:105.8K

Value:$3.0M

337345102

Shares:17.0K

Value:$3.0M

66538H658

Shares:78.2K

Value:$3.0M

Texas Pacific Land Corp

TPL|88262P102

Shares:2.2K

Value:$2.9M

464287408

IVE|464287408

Shares:15.2K

Value:$2.9M

Instrument	Shares		Other Manager	Value
FORD MOTOR CO(Fcusip345370860)	330.9K	QoQ +11.62% (+34.5K) YoY +16.54% (-47.0K)	All Managers (Combined)	$3.3M	QoQ +13.09% (+$384.3K) YoY -11.96% (-$451.2K)
(cusip032108664)✕	45.8K	QoQ -10.68% (-5.5K) YoY +162.61% (+28.4K)	All Managers (Combined)	$3.3M	QoQ -13.90% (-$531.7K) YoY +194.09% (+$2.2M)
AMGEN INC(AMGNcusip031162100)	10.4K	QoQ -9.18% (-1.1K) YoY -8.03% (-910)	All Managers (Combined)	$3.2M	QoQ +8.55% (-$255.7K) YoY +0.77% (-$25.1K)
KROGER CO(KRcusip501044101)	47.9K	QoQ +0.19% (+91) YoY +7.18% (+3.2K)	All Managers (Combined)	$3.2M	QoQ +10.90% (+$319.0K) YoY +26.99% (+$689.8K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	15.7K	QoQ +1.30% (-202) YoY NEW(+15.7K)	All Managers (Combined)	$3.2M	QoQ -9.77% (-$349.2K) YoY NEW(+$3.2M)
(cusip81369Y704)✕	24.6K	QoQ +3.16% (+753) YoY -11.78% (-3.3K)	All Managers (Combined)	$3.2M	QoQ +2.62% (+$82.3K) YoY -8.19% (-$287.4K)
(EFAcusip464287465)	39.1K	QoQ -5.74% (-2.4K) YoY +0.48% (+190)	All Managers (Combined)	$3.2M	QoQ +1.88% (-$59.0K) YoY +2.85% (+$88.7K)
CLOROX CO /DE/(CLXcusip189054109)	21.6K	QoQ +2.24% (-473) YoY +8.31% (+1.7K)	All Managers (Combined)	$3.2M	QoQ -7.29% (-$249.8K) YoY +4.18% (+$127.4K)
(cusip33740F276)✕	156.1K	QoQ +0.37% (+577) YoY NEW(+156.1K)	All Managers (Combined)	$3.2M	QoQ +4.49% (+$136.1K) YoY NEW(+$3.2M)
(cusip381430529)✕	31.6K	QoQ +33.73% (+8.0K) YoY -81.93% (-143.2K)	All Managers (Combined)	$3.2M	QoQ +34.08% (+$804.3K) YoY -82.05% (-$14.5M)
ABBOTT LABORATORIES(ABTcusip002824100)	23.8K	QoQ -25.87% (-8.3K) YoY -23.48% (-7.3K)	All Managers (Combined)	$3.2M	QoQ -13.06% (-$474.2K) YoY -10.70% (-$378.4K)
(FNDAcusip808524763)	114.4K	QoQ -0.10% (-119) YoY +119.04% (+62.2K)	All Managers (Combined)	$3.1M	QoQ -7.87% (-$267.8K) YoY +5.19% (+$154.9K)
(EEMcusip464287234)	71.2K	QoQ +1.34% (+943) YoY +2.48% (+1.7K)	All Managers (Combined)	$3.1M	QoQ +5.89% (+$173.3K) YoY +9.02% (+$257.5K)
Cheniere Energy, Inc.(LNGcusip16411R208)	13.3K	QoQ +8.58% (+1.1K) YoY -2.19% (-299)	All Managers (Combined)	$3.1M	QoQ +16.93% (+$447.0K) YoY +40.33% (-$886.9K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$3.1M	QoQ NEW(+$3.1M) YoY NEW(+$3.1M)
(SCHDcusip808524797)	105.8K	QoQ +24.07% (+20.5K) YoY -6.84% (-7.8K)	All Managers (Combined)	$3.0M	QoQ +26.98% (+$628.6K) YoY -67.69% (-$6.2M)
(cusip337345102)✕	17.0K	QoQ -3.56% (-629) YoY -25.41% (-5.8K)	All Managers (Combined)	$3.0M	QoQ -11.10% (-$369.2K) YoY -32.10% (-$1.4M)
(cusip66538H658)✕	78.2K	QoQ +157.63% (+47.8K) YoY +115.59% (+41.9K)	All Managers (Combined)	$3.0M	QoQ +162.78% (+$1.8M) YoY +115.53% (+$1.6M)
Texas Pacific Land Corp(TPLcusip88262P102)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$2.9M	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)
(IVEcusip464287408)	15.2K	QoQ +0.51% (+78) YoY +33.31% (+3.8K)	All Managers (Combined)	$2.9M	QoQ +0.36% (+$10.4K) YoY +36.02% (+$769.5K)