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Sowa Financial Group

Latest statistics and disclosures from Sowa Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IAU, SPY, IYH, PFF, and represent 58.76% of Sowa Financial Group's stock portfolio.
Sowa Financial Group has $123M in assets under management (AUM), dropping by 0.00%.
Central Index Key (CIK): 0001806226

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Positions held by Sowa Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sowa Financial Group

Sowa Financial Group holds 30 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Apple (AAPL)	20.3	$25M	129k	192.53	View chart
Ishares Gold Tr Ishares New (IAU)	15.4	$19M	485k	39.03	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	9.4	$12M	24k	475.31	View chart
Ishares Tr Us Hlthcare Etf (IYH)	7.2	$8.8M	31k	286.25	View chart
Ishares Tr Pfd And Incm Sec (PFF)	6.5	$8.0M	256k	31.19	View chart
Ishares Tr Core High Dv Etf (HDV)	6.1	$7.5M	74k	102.00	View chart
AllianceBernstein Global Hgh Incm (AWF)	4.1	$5.1M	500k	10.12	View chart
Visa Com Cl A (V)	3.5	$4.2M	16k	260.33	View chart
Ishares Em Mkts Div Etf (DVYE)	3.2	$4.0M	149k	26.49	View chart
Ishares Tr Core Div Grwth (DGRO)	2.9	$3.5M	66k	53.81	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	2.5	$3.0M	111k	27.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.0	$2.5M	23k	105.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.9	$2.4M	15k	157.79	View chart
Select Sector Spdr Tr Energy (XLE)	1.8	$2.2M	26k	83.85	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.7	$2.1M	28k	75.35	View chart
Ishares Tr North Amern Nat (IGE)	1.7	$2.0M	50k	40.72	View chart
Invesco Db Mlti Sectr Cmmty Agriculture Fd (DBA)	1.3	$1.6M	77k	20.73	View chart
Piedmont Office Realty Tr In Com Cl A (PDM)	1.3	$1.6M	219k	7.11	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.0	$1.2M	10k	116.28	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.0	$1.2M	19k	63.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$1.1M	10k	108.23	View chart
Select Sector Spdr Tr Sbi Int-finl (XLF)	0.8	$986k	26k	37.61	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.7	$838k	17k	50.25	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.7	$799k	11k	72.01	View chart
Eversource Energy (ES)	0.6	$766k	12k	61.70	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.6	$761k	13k	58.76	View chart
Altria (MO)	0.4	$430k	11k	40.37	View chart
Verizon Communications (VZ)	0.3	$406k	11k	37.68	View chart
At&t (T)	0.2	$219k	13k	16.77	View chart
Lifemd (LFMD)	0.2	$207k	25k	8.28	View chart

Past Filings by Sowa Financial Group

SEC 13F filings are viewable for Sowa Financial Group going back to 2019

Sowa Financial Group 2024 Q1 filed April 18, 2024
Sowa Financial Group 2023 Q4 filed Jan. 24, 2024
Sowa Financial Group 2023 Q3 filed Oct. 23, 2023
Sowa Financial Group 2023 Q2 filed July 18, 2023
Sowa Financial Group 2023 Q1 filed April 24, 2023
Sowa Financial Group 2022 Q4 filed Jan. 27, 2023
Sowa Financial Group 2022 Q3 filed Oct. 25, 2022
Sowa Financial Group 2022 Q2 filed Aug. 9, 2022
Sowa Financial Group 2022 Q1 filed April 28, 2022
Sowa Financial Group 2021 Q4 filed Jan. 27, 2022
Sowa Financial Group 2021 Q3 filed Oct. 7, 2021
Sowa Financial Group 2021 Q2 filed July 6, 2021
Sowa Financial Group 2021 Q1 filed April 7, 2021
Sowa Financial Group 2020 Q4 filed Jan. 15, 2021
Sowa Financial Group 2020 Q3 filed Oct. 6, 2020
Sowa Financial Group 2020 Q2 filed July 10, 2020

View all past filings

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