Sowa Financial Group

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

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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

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

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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