Sowa Financial Group
Latest statistics and disclosures from Sowa Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAU, AAPL, PFF, SPY, IYH, and represent 42.37% of Sowa Financial Group's stock portfolio.
- Added to shares of these 10 stocks: XLF, IYF, XLY, AAPL, IJR, RIOT, XLE, DGRO, RSP, IYH.
- Started 3 new stock positions in RSP, XLY, RIOT.
- Reduced shares in these 10 stocks: TLT, IEI, IEF, ITOT, IBDO, IBDM, SPY, IWM, EEMV, HDV.
- Sold out of its positions in ABT, ABBV, ADBE, A, ADS, ALL, GOOGL, AEE, AME, AMGN.
- Sowa Financial Group was a net seller of stock by $-8.1M.
- Sowa Financial Group has $142M in assets under management (AUM), dropping by -4.45%.
- Central Index Key (CIK): 0001806226
Tip: Access up to 7 years of quarterly data
Positions held by Sowa Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Sowa Financial Group
Companies in the Sowa Financial Group portfolio as of the March 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Gold Trust Ishares (IAU) | 12.2 | $17M | 1.1M | 16.26 | ||
Apple (AAPL) | 9.6 | $14M | +2% | 112k | 122.15 | |
Ishares Tr Pfd And Incm Sec (PFF) | 7.8 | $11M | 290k | 38.40 | ||
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.1 | $10M | 26k | 396.36 | ||
Ishares Tr Us Hlthcare Etf (IYH) | 5.5 | $7.9M | +2% | 31k | 252.44 | |
Ishares Em Mkts Div Etf (DVYE) | 4.8 | $6.8M | 175k | 39.18 | ||
Visa Com Cl A (V) | 3.7 | $5.2M | 25k | 211.74 | ||
Ishares Tr Core S&p Ttl Stk (ITOT) | 3.4 | $4.8M | -5% | 53k | 91.60 | |
Ishares Tr North Amern Nat (IGE) | 3.3 | $4.7M | 171k | 27.57 | ||
Piedmont Office Realty Tr In Com Cl A (PDM) | 3.1 | $4.4M | 255k | 17.37 | ||
Lattice Strategies Tr Hartford Mlt Etf (RODM) | 3.1 | $4.4M | -3% | 148k | 29.70 | |
Ishares Tr Core High Dv Etf (HDV) | 2.7 | $3.8M | -4% | 40k | 94.88 | |
Ishares Tr Core Div Grwth (DGRO) | 2.6 | $3.8M | +6% | 78k | 48.27 | |
Ishares Tr National Mun Etf (MUB) | 2.5 | $3.6M | +5% | 31k | 116.04 | |
Setup an alertSowa Financial Group will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
||||||
Ishares Tr Msci Eafe Etf (EFA) | 1.7 | $2.5M | 33k | 75.88 | ||
Shopify Cl A (SHOP) | 1.7 | $2.4M | 2.2k | 1106.34 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $2.3M | 7.3k | 319.08 | ||
Microsoft Corporation (MSFT) | 1.6 | $2.2M | 9.4k | 235.81 | ||
Ishares Tr U.s. Finls Etf (IYF) | 1.4 | $2.0M | +41% | 27k | 74.86 | |
Ishares Glb Agric Pr Etf (VEGI) | 1.2 | $1.7M | 42k | 39.99 | ||
Invesco Db Mlti Sectr Cmmty Agriculture Fd (DBA) | 1.1 | $1.6M | 94k | 16.95 | ||
Select Sector Spdr Tr Technology (XLK) | 1.0 | $1.4M | 11k | 132.85 | ||
Ishares Tr Rus Mdcp Val Etf (IWS) | 1.0 | $1.4M | -4% | 13k | 109.30 | |
Eversource Energy (ES) | 0.9 | $1.2M | -6% | 14k | 86.62 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.1M | +4% | 2.9k | 397.84 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.8 | $1.1M | +8% | 18k | 64.07 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.6 | $892k | +986% | 26k | 34.06 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.6 | $887k | -4% | 13k | 68.35 | |
Home Depot (HD) | 0.6 | $809k | 2.7k | 305.17 | ||
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) | 0.6 | $788k | -8% | 14k | 58.16 | |
Verizon Communications (VZ) | 0.5 | $765k | +8% | 13k | 58.17 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $746k | +59% | 6.9k | 108.48 | |
Ishares Tr Cohen Steer Reit (ICF) | 0.5 | $718k | 12k | 57.82 | ||
NVIDIA Corporation (NVDA) | 0.5 | $699k | +29% | 1.3k | 534.00 | |
Ishares Tr Msci Min Vol Etf (USMV) | 0.4 | $588k | -18% | 8.5k | 69.18 | |
Ishares Tr Barclays 7 10 Yr (IEF) | 0.4 | $560k | -44% | 5.0k | 112.83 | |
Select Sector Spdr Tr Energy (XLE) | 0.4 | $553k | +85% | 11k | 49.10 | |
Deere & Company (DE) | 0.4 | $548k | 1.5k | 373.81 | ||
Wisdomtree Tr Us Midcap Divid (DON) | 0.4 | $542k | -16% | 13k | 40.40 | |
Vanguard Group Div App Etf (VIG) | 0.3 | $472k | 3.2k | 147.18 | ||
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $457k | -59% | 3.5k | 129.76 | |
Altria (MO) | 0.3 | $438k | -3% | 8.6k | 51.10 | |
Fidelity Covington Tr Msci Utils Index (FUTY) | 0.3 | $406k | 9.8k | 41.49 | ||
Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $401k | -29% | 3.5k | 113.76 | |
Zoom Video Communications In Cl A (ZM) | 0.3 | $394k | 1.2k | 321.11 | ||
Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $390k | +28% | 3.3k | 119.96 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $389k | -4% | 4.5k | 86.25 | |
At&t (T) | 0.3 | $388k | 13k | 30.31 | ||
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $379k | +13% | 7.1k | 53.40 | |
Cisco Systems (CSCO) | 0.3 | $378k | 7.3k | 51.73 | ||
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $359k | NEW | 2.1k | 168.23 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $327k | -75% | 2.4k | 135.46 | |
Spdr Gold Trust Gold Shs (GLD) | 0.2 | $326k | 2.0k | 160.20 | ||
Proshares Tr Pshs Ult S&p 500 (SSO) | 0.2 | $308k | -33% | 3.0k | 102.22 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $306k | 148.00 | 2067.57 | ||
Johnson & Johnson (JNJ) | 0.2 | $293k | 1.8k | 164.24 | ||
Ishares Tr U.s. Cnsm Sv Etf (IYC) | 0.2 | $292k | 3.9k | 74.76 | ||
Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $276k | 2.0k | 141.32 | ||
Riot Blockchain (RIOT) | 0.2 | $272k | NEW | 5.1k | 53.33 | |
Ishares Silver Trust Ishares (SLV) | 0.2 | $269k | -4% | 12k | 22.73 | |
General Dynamics Corporation (GD) | 0.2 | $247k | -4% | 1.4k | 181.35 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $246k | +80% | 1.4k | 182.22 | |
Amazon (AMZN) | 0.2 | $238k | -12% | 77.00 | 3090.91 | |
CVS Caremark Corporation (CVS) | 0.2 | $232k | 3.1k | 75.37 | ||
Intel Corporation (INTC) | 0.2 | $224k | 3.5k | 64.00 | ||
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA) | 0.2 | $219k | -17% | 664.00 | 329.82 | |
Exxon Mobil Corporation (XOM) | 0.2 | $216k | 3.9k | 55.92 | ||
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $215k | 835.00 | 257.49 | ||
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $212k | NEW | 1.5k | 141.43 | |
Ishares Tr Ibonds Dec22 Etf (IBDN) | 0.1 | $205k | 8.0k | 25.48 | ||
Philip Morris International (PM) | 0.1 | $200k | -2% | 2.3k | 88.61 |
Past Filings by Sowa Financial Group
SEC 13F filings are viewable for Sowa Financial Group going back to 2019
- 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
- Sowa Financial Group 2020 Q1 filed April 29, 2020
- Sowa Financial Group 2019 Q4 filed March 19, 2020