Sowell-Financial-Services
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "JWN", "HYT", null, "MMSI", "PINS", "SE", "INSM", "ARES", "ITRI", "FLEX", "MPWR", "GRAB", "ARGX", "INMD", null, null, "GDX", null, null, null, null, null, "AGI.TO", "NLY", "PBR-A", "RJF", "AFG", "AQN", "BEP", "STRL", null, null, "RF", "QSR", "SMCI", "MQT", "ARM", "SNOW", "MU", null, null, "LBRT", "NVG", null, "FNDA", "MPLX", "ACN", null, null, "KBR", null, null, "MMM", "ABNB", "ABT", "ABBV", null, "ADBE", "OBDC", "APD", "BABA", "SFNC", null, "MTSI", "JLL", null, "VONG", null, "ALL", "GOOGL", "AVT", "VDE", "AXP", "JQC", "ANIP", "AXL", "AFRM", "AIG", "ASML", "T", "BLK", "EC", "AWF", null, null, "CAT", "AMSC", "AVGO", "APP", "LOW", null, "BRO", "BDJ", "ARCC", "SAN", "BBDC", "BTZ", null, "WRB", null, null, "BSX", null, null, null, "RQI", "SBS", null, null, "DBEF", null, "CCI", "COF", null, "CMI", null, null, null, "KRP", "DUK", "NUV", "JRI", "EVT", "D", "NAD", null, "ESS", "UTG", "QS", null, 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]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Sowell-Financial-Services
Data Enrichment
70% identified709 identified298 unidentified
Holdings
1,007 positions • $2.2B total value
Manager:
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Page 9 of 51
464287515
Shares:32.0K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$2.2B)
78468R853
Shares:68.8K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$2.2B)
46428Q109
Shares:86.8K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$2.2B)
46090A705
Shares:73.6K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$2.2B)
97717Y527
Shares:52.2K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$2.2B)
389637109
Shares:40.1K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$2.2B)
33740F870
Shares:138.0K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$2.2B)
78464A698
Shares:45.6K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$2.2B)
78468R663
Shares:28.0K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$2.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 11.2K | QoQ NEW(+11.2K) YoY -2.21% (-253) | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$2.2B) | QoQ NEW(+$2.9M) | |
(cusip464287515)✕ | 32.0K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$2.2B) | ||
| 127.7K | YoY NEW(+127.7K) | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$2.2B) | YoY NEW(+$2.8M) | |
(cusip78468R853)✕ | 68.8K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$2.2B) | ||
| 39.4K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$2.2B) | |||
| 5.6K | QoQ NEW(+5.6K) YoY NEW(+5.6K) | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$2.2B) | QoQ NEW(+$2.8M) YoY NEW(+$2.8M) | |
| 1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$2.2B) | QoQ NEW(+$2.8M) YoY NEW(+$2.8M) | |
| 20.2K | QoQ +0.08% (+17)YoY -2.43% (-504) | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$2.2B) | ||
| 5.0K | QoQ NEW(+5.0K) YoY NEW(+5.0K) | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$2.2B) | QoQ NEW(+$2.7M) YoY NEW(+$2.7M) | |
(cusip46428Q109)✕ | 86.8K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$2.2B) | ||
(cusip46090A705)✕ | 73.6K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$2.2B) | ||
| 15.4K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$2.2B) | |||
ORACLE CORP(ORCLcusip68389X105) | 18.8K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.2B) | ||
(cusip97717Y527)✕ | 52.2K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.2B) | ||
| 8.5K | QoQ NEW(+8.5K) YoY NEW(+8.5K) | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.2B) | QoQ NEW(+$2.6M) YoY NEW(+$2.6M) | |
(cusip389637109)✕ | 40.1K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.2B) | ||
MORGAN STANLEY(MScusip617446448) | 22.3K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.2B) | ||
(cusip33740F870)✕ | 138.0K | YoY NEW(+138.0K) | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.2B) | YoY NEW(+$2.6M) |
(cusip78464A698)✕ | 45.6K | YoY NEW(+45.6K) | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.2B) | YoY NEW(+$2.6M) |
(cusip78468R663)✕ | 28.0K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.2B) |