Sowa Financial Group

Sowa Financial Group as of March 31, 2023

Portfolio Holdings for Sowa Financial Group

Sowa Financial Group holds 34 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 16.6 $23M 141k 164.90
Ishares Gold Tr Ishares New (IAU) 13.4 $19M 502k 37.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.7 $12M 30k 409.38
Ishares Tr Us Hlthcare Etf (IYH) 7.1 $9.9M 36k 273.07
Ishares Tr Pfd And Incm Sec (PFF) 6.9 $9.6M 307k 31.22
Ishares Tr North Amern Nat (IGE) 4.7 $6.6M 169k 39.17
AllianceBernstein Global Hgh Incm (AWF) 3.9 $5.5M 562k 9.72
Ishares Tr Core Div Grwth (DGRO) 3.6 $5.0M 100k 49.98
Ishares Tr Core High Dv Etf (HDV) 3.4 $4.8M 47k 101.67
Ishares Em Mkts Div Etf (DVYE) 3.1 $4.3M 176k 24.54
Lattice Strategies Tr Hartford Mlt Etf (RODM) 3.0 $4.1M 157k 26.33
Visa Com Cl A (V) 2.7 $3.8M 17k 225.46
Ishares Tr Core S&p Ttl Stk (ITOT) 2.5 $3.6M 39k 90.56
Ishares Tr National Mun Etf (MUB) 2.2 $3.0M 28k 107.73
Microsoft Corporation (MSFT) 2.2 $3.0M 10k 288.35
Select Sector Spdr Tr Energy (XLE) 1.6 $2.2M 26k 82.82
Ishares Tr Msci Eafe Etf (EFA) 1.5 $2.2M 30k 71.51
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.5 $2.1M 14k 144.64
Invesco Db Mlti Sectr Cmmty Agriculture Fd (DBA) 1.4 $1.9M 94k 20.43
Piedmont Office Realty Tr In Com Cl A (PDM) 1.4 $1.9M 259k 7.30
Ishares Tr Rus Mdcp Val Etf (IWS) 1.0 $1.4M 13k 106.17
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.0 $1.4M 20k 67.71
Ishares Tr Cohen Steer Reit (ICF) 0.9 $1.2M 22k 55.52
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $1.2M 13k 96.67
Eversource Energy (ES) 0.8 $1.2M 15k 78.24
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $1.1M 11k 99.62
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.8 $1.1M 33k 32.16
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $889k 12k 74.72
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.5 $762k 12k 62.36
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $523k 13k 40.95
Altria (MO) 0.3 $452k 10k 44.64
Verizon Communications (VZ) 0.3 $432k 11k 38.92
At&t (T) 0.2 $271k 14k 19.28
Ishares Silver Trust Ishares (SLV) 0.2 $242k 11k 22.12