Free Trial

Sowa Financial Group, Inc. Top Holdings and 13F Report (2025)

About Sowa Financial Group, Inc.

Investment Activity

  • Sowa Financial Group, Inc. has $152.26 thousand in total holdings as of March 31, 2025.
  • Sowa Financial Group, Inc. owns shares of 29 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 2.60% of the portfolio was purchased this quarter.
  • About 7.40% of the portfolio was sold this quarter.
  • This quarter, Sowa Financial Group, Inc. has purchased 30 new stocks and bought additional shares in 11 stocks.
  • Sowa Financial Group, Inc. sold shares of 17 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple
$24,674
FIDELITY COVINGTON TRUST
$16,650

Largest New Holdings this Quarter

92647X830 - VictoryShares Free Cash Flow ETF
$381 Holding

Largest Purchases this Quarter

Putnam Focused Large Cap Value ETF
32,781 shares (about $1.25K)
Fidelity Blue Chip Growth ETF
28,480 shares (about $1.14K)
FIDELITY COVINGTON TRUST
21,588 shares (about $663.60)
VictoryShares Free Cash Flow ETF
11,102 shares (about $381.00)
HARBOR ETF TRUST
12,454 shares (about $299.53)

Largest Sales this Quarter

iShares Preferred and Income Securities ETF
18,012 shares (about $553.45)
Apple
2,106 shares (about $467.81)
iShares Emerging Markets Dividend ETF
11,463 shares (about $312.68)
Utilities Select Sector SPDR Fund
3,289 shares (about $259.42)
iShares U.S. Healthcare ETF
4,247 shares (about $258.61)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSowa Financial Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$29,817$170 -0.6%505,71119.6%Finance
Apple Inc. stock logo
AAPL
Apple
$24,674$468 -1.9%111,07816.2%Computer and Technology
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$19,069$1,138 6.3%477,08412.5%ETF
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$18,705$1,248 7.2%491,20112.3%ETF
FIDELITY COVINGTON TRUST
$16,650$664 4.2%541,65510.9%ENHANCED LARGE
HARBOR ETF TRUST
$5,239$300 6.1%217,8283.4%HARBOR COMMODITY
Visa Inc. stock logo
V
Visa
$4,970$188 -3.6%14,1823.3%Business Services
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$4,597$259 -5.3%75,4953.0%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$4,577$68 -1.5%42,2273.0%Computer and Technology
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$3,263$184 -5.3%26,9382.1%ETF
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$2,579$131 5.4%58,9981.7%Finance
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$2,553$553 -17.8%83,0871.7%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$2,047$28 -1.3%16,7751.3%ETF
AllianceBernstein Global High Income Fund stock logo
AWF
AllianceBernstein Global High Income Fund
$2,023$114 -5.3%188,4981.3%Finance
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,654$125 -7.0%26,7751.1%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,494$24 -1.6%15,9851.0%ETF
iShares North American Natural Resources ETF stock logo
IGE
iShares North American Natural Resources ETF
$1,440$243 -14.5%31,6710.9%ETF
Hartford Multifactor Developed Markets (ex-US) ETF stock logo
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
$957$97 -9.2%30,8660.6%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$808$259 -24.3%10,2440.5%ETF
iShares Emerging Markets Dividend ETF stock logo
DVYE
iShares Emerging Markets Dividend ETF
$750$313 -29.4%27,4950.5%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$666$6 0.9%11,1000.4%Consumer Staples
Eversource Energy stock logo
ES
Eversource Energy
$665$8 1.2%10,7000.4%Utilities
Invesco DB Agriculture Fund stock logo
DBA
Invesco DB Agriculture Fund
$571$32 5.9%21,6880.4%Finance
WisdomTree Global ex U.S. Quality Dividend Growth Fund stock logo
DNL
WisdomTree Global ex U.S. Quality Dividend Growth Fund
$509$43 9.2%14,2560.3%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$498$4 0.8%10,9820.3%Computer and Technology
Schwab Fundamental U.S. Small Company Index ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company Index ETF
$455$8 -1.8%16,6250.3%ETF
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$381$381 New Holding11,1020.3%ETF
Piedmont Office Realty Trust, Inc. stock logo
PDM
Piedmont Office Realty Trust
$351$95 -21.3%47,6880.2%Finance
AT&T Inc. stock logo
T
AT&T
$297$1 0.4%10,4880.2%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$6,954 -100.0%00.0%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$0$1,116 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data