Sowa Financial Group

Sowa Financial Group as of Dec. 31, 2023

Portfolio Holdings for Sowa Financial Group

Sowa Financial Group holds 30 positions in its portfolio as reported in the December 2023 quarterly 13F filing

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