Sowell-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "JWN",
  "HYT",
  null,
  "MMSI",
  "PINS",
  "SE",
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  "ARES",
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  null,
  null,
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  null,
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  null,
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  "AGI.TO",
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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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464287648

IWO|464287648

Shares:11.2K

Value:$2.9M

464287515

Shares:32.0K

Value:$2.8M

808524201

SCHX|808524201

Shares:127.7K

Value:$2.8M

78468R853

Shares:68.8K

Value:$2.8M

NEXTERA ENERGY INC

NEE|65339F101

Shares:39.4K

Value:$2.8M

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:5.6K

Value:$2.8M

MARKEL GROUP INC.

MKL|570535104

Shares:1.5K

Value:$2.8M

464287168

DVY|464287168

Shares:20.2K

Value:$2.7M

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:5.0K

Value:$2.7M

46428Q109

Shares:86.8K

Value:$2.7M

46090A705

Shares:73.6K

Value:$2.7M

46137V357

RSP|46137V357

Shares:15.4K

Value:$2.7M

ORACLE CORP

ORCL|68389X105

Shares:18.8K

Value:$2.6M

97717Y527

Shares:52.2K

Value:$2.6M

921910816

MGK|921910816

Shares:8.5K

Value:$2.6M

389637109

Shares:40.1K

Value:$2.6M

MORGAN STANLEY

MS|617446448

Shares:22.3K

Value:$2.6M

33740F870

Shares:138.0K

Value:$2.6M

78464A698

Shares:45.6K

Value:$2.6M

78468R663

Shares:28.0K

Value:$2.6M

Instrument	Shares		Other Manager	Value
(IWOcusip464287648)	11.2K	QoQ NEW(+11.2K) YoY -2.21% (-253)	All Managers (Combined)	$2.9M	QoQ NEW(+$2.9M) YoY -7.73% (-$239.9K)
(cusip464287515)✕	32.0K	QoQ +41.63% (+9.4K) YoY +28.37% (+7.1K)	All Managers (Combined)	$2.8M	QoQ +25.88% (+$584.8K) YoY +33.94% (+$720.7K)
(SCHXcusip808524201)	127.7K	QoQ -13.34% (-19.7K) YoY NEW(+127.7K)	All Managers (Combined)	$2.8M	QoQ -17.45% (-$596.6K) YoY NEW(+$2.8M)
(cusip78468R853)✕	68.8K	QoQ +10.20% (-6.4K) YoY +24.91% (+13.7K)	All Managers (Combined)	$2.8M	QoQ 0.00% (-$32) YoY +18.29% (+$433.7K)
NEXTERA ENERGY INC(NEEcusip65339F101)	39.4K	QoQ +33.02% (+9.8K) YoY +71.17% (+16.4K)	All Managers (Combined)	$2.8M	QoQ +31.53% (+$670.0K) YoY +89.82% (+$1.3M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$2.8M	QoQ NEW(+$2.8M) YoY NEW(+$2.8M)
MARKEL GROUP INC.(MKLcusip570535104)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$2.8M	QoQ NEW(+$2.8M) YoY NEW(+$2.8M)
(DVYcusip464287168)	20.2K	QoQ +0.08% (+17) YoY -2.43% (-504)	All Managers (Combined)	$2.7M	QoQ +2.37% (+$62.9K) YoY +6.37% (-$162.6K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$2.7M	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
(cusip46428Q109)✕	86.8K	QoQ -11.14% (-10.9K) YoY -6.07% (-5.6K)	All Managers (Combined)	$2.7M	QoQ +4.58% (-$117.8K) YoY +27.97% (-$588.0K)
(cusip46090A705)✕	73.6K	QoQ +2.34% (+1.7K) YoY +23.77% (+14.1K)	All Managers (Combined)	$2.7M	QoQ +0.23% (+$6.2K) YoY +22.79% (+$498.5K)
(RSPcusip46137V357)	15.4K	QoQ -72.76% (-41.1K) YoY -33.41% (-7.7K)	All Managers (Combined)	$2.7M	QoQ -73.08% (-$7.2M) YoY -31.89% (-$1.2M)
ORACLE CORP(ORCLcusip68389X105)	18.8K	QoQ -26.94% (-6.9K) YoY +3.87% (+703)	All Managers (Combined)	$2.6M	QoQ -38.70% (-$1.7M) YoY +15.62% (+$355.8K)
(cusip97717Y527)✕	52.2K	QoQ +1.96% (+1.0K) YoY +28.20% (+11.5K)	All Managers (Combined)	$2.6M	QoQ +1.98% (+$51.0K) YoY +28.31% (+$579.3K)
(MGKcusip921910816)	8.5K	QoQ NEW(+8.5K) YoY NEW(+8.5K)	All Managers (Combined)	$2.6M	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
(cusip389637109)✕	40.1K	QoQ +0.74% (-298) YoY -23.07% (-12.0K)	All Managers (Combined)	$2.6M	QoQ -11.29% (-$333.2K) YoY -20.64% (-$680.6K)
MORGAN STANLEY(MScusip617446448)	22.3K	QoQ +11.00% (+2.2K) YoY -2.65% (-609)	All Managers (Combined)	$2.6M	QoQ +3.01% (+$76.2K) YoY +20.63% (-$445.4K)
(cusip33740F870)✕	138.0K	QoQ +1.02% (+1.4K) YoY NEW(+138.0K)	All Managers (Combined)	$2.6M	QoQ +1.56% (+$40.1K) YoY NEW(+$2.6M)
(cusip78464A698)✕	45.6K	QoQ -9.94% (-5.0K) YoY NEW(+45.6K)	All Managers (Combined)	$2.6M	QoQ -15.16% (-$463.9K) YoY NEW(+$2.6M)
(cusip78468R663)✕	28.0K	QoQ -33.99% (-14.4K) YoY +56.76% (+10.2K)	All Managers (Combined)	$2.6M	QoQ -33.77% (-$1.3M) YoY +56.65% (+$930.2K)