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

About Sowa Financial Group, Inc.

Investment Activity

  • Sowa Financial Group, Inc. has $159.71 thousand in total holdings as of December 31, 2024.
  • Sowa Financial Group, Inc. owns shares of 30 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 15.09% of the portfolio was purchased this quarter.
  • About 15.14% of the portfolio was sold this quarter.
  • This quarter, Sowa Financial Group, Inc. has purchased 31 new stocks and bought additional shares in 7 stocks.
  • Sowa Financial Group, Inc. sold shares of 20 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple
$28,344
FIDELITY COVINGTON TRUST
$15,846

Largest Purchases this Quarter

Putnam Focused Large Cap Value ETF
131,938 shares (about $4.90K)
Fidelity Blue Chip Growth ETF
102,517 shares (about $4.74K)
FIDELITY COVINGTON TRUST
146,263 shares (about $4.46K)
iShares Gold Trust
79,616 shares (about $3.94K)
HARBOR ETF TRUST
125,158 shares (about $2.77K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
6,764 shares (about $3.96K)
iShares Preferred and Income Securities ETF
102,041 shares (about $3.21K)
iShares Core High Dividend ETF
21,882 shares (about $2.46K)
AllianceBernstein Global High Income Fund
191,876 shares (about $2.06K)
iShares Emerging Markets Dividend ETF
75,423 shares (about $1.95K)

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
Apple Inc. stock logo
AAPL
Apple
$28,344$984 -3.4%113,18417.7%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$25,180$3,942 18.6%508,59115.8%Finance
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$20,752$4,742 29.6%448,60413.0%ETF
PVAL
Putnam Focused Large Cap Value ETF
$17,017$4,898 40.4%458,42010.7%ETF
FIDELITY COVINGTON TRUST
$15,846$4,457 39.1%520,0679.9%ENHANCED LARGE
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,954$3,965 -36.3%11,8644.4%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$5,755$524 -8.3%42,8563.6%Computer and Technology
Visa Inc. stock logo
V
Visa
$4,652$237 -4.8%14,7192.9%Business Services
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$4,647$1,071 -18.7%79,7422.9%ETF
HARBOR ETF TRUST
$4,546$2,770 156.0%205,3742.8%HARBOR COMMODITY
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$3,194$2,456 -43.5%28,4532.0%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$3,179$3,209 -50.2%101,0992.0%ETF
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$2,535$1,207 90.9%55,9901.6%Finance
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$2,187$66 -2.9%17,0021.4%ETF
AllianceBernstein Global High Income Fund stock logo
AWF
AllianceBernstein Global High Income Fund
$2,136$2,058 -49.1%199,1121.3%Finance
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,767$414 -19.0%28,8051.1%ETF
iShares North American Natural Resources ETF stock logo
IGE
iShares North American Natural Resources ETF
$1,582$258 -14.0%37,0261.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,392$161 -10.4%16,2450.9%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,116$1,116 New Holding10,4740.7%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,024$38 -3.5%13,5330.6%ETF
iShares Emerging Markets Dividend ETF stock logo
DVYE
iShares Emerging Markets Dividend ETF
$1,006$1,948 -65.9%38,9580.6%ETF
Hartford Multifactor Developed Markets (ex-US) ETF stock logo
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
$967$1,067 -52.5%34,0100.6%ETF
Eversource Energy stock logo
ES
Eversource Energy
$607$17 -2.8%10,5700.4%Utilities
Altria Group, Inc. stock logo
MO
Altria Group
$575$0 -0.1%11,0020.4%Consumer Staples
Piedmont Office Realty Trust, Inc. stock logo
PDM
Piedmont Office Realty Trust
$555$808 -59.3%60,6080.3%Finance
Invesco DB Agriculture Fund stock logo
DBA
Invesco DB Agriculture Fund
$544$1,000 -64.8%20,4740.3%Finance
Schwab Fundamental U.S. Small Company Index ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company Index ETF
$503$503 New Holding16,9350.3%ETF
WisdomTree Global ex U.S. Quality Dividend Growth Fund stock logo
DNL
WisdomTree Global ex U.S. Quality Dividend Growth Fund
$470$470 New Holding13,0550.3%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$436$37 -7.8%10,8940.3%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$238$1 0.5%10,4420.1%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$0$1,812 -100.0%00.0%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$0$901 -100.0%00.0%ETF
Fidelity MSCI Utilities Index ETF stock logo
FUTY
Fidelity MSCI Utilities Index ETF
$0$612 -100.0%00.0%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$0$536 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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