Sowa Financial Group

Sowa Financial Group as of Dec. 31, 2024

Portfolio Holdings for Sowa Financial Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 17.7 $28M 113k 250.42
Ishares Gold Tr Ishares New (IAU) 15.8 $25M 509k 49.51
Fidelity Covington Trust Blue Chip Grwth (FBCG) 13.0 $21M 449k 46.26
Putnam Etf Trust Focused Lar Cap (PVAL) 10.7 $17M 458k 37.12
Fidelity Covington Trust Enhanced Large (FELV) 9.9 $16M 520k 30.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.4 $7.0M 12k 586.14
NVIDIA Corporation (NVDA) 3.6 $5.8M 43k 134.29
Visa Com Cl A (V) 2.9 $4.7M 15k 316.05
Ishares Tr Us Hlthcare Etf (IYH) 2.9 $4.6M 80k 58.28
Harbor Etf Trust Harbor Commodity (HGER) 2.8 $4.5M 205k 22.14
Ishares Tr Core High Dv Etf (HDV) 2.0 $3.2M 29k 112.26
Ishares Tr Pfd And Incm Sec (PFF) 2.0 $3.2M 101k 31.44
Wisdomtree Tr India Erngs Fd (EPI) 1.6 $2.5M 56k 45.28
Ishares Tr Core S&p Ttl Stk (ITOT) 1.4 $2.2M 17k 128.63
AllianceBernstein Global Hgh Incm (AWF) 1.3 $2.1M 199k 10.73
Ishares Tr Core Div Grwth (DGRO) 1.1 $1.8M 29k 61.34
Ishares Tr North Amern Nat (IGE) 1.0 $1.6M 37k 42.73
Select Sector Spdr Tr Energy (XLE) 0.9 $1.4M 16k 85.69
Ishares Tr National Mun Etf (MUB) 0.7 $1.1M 11k 106.55
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.6 $1.0M 14k 75.67
Ishares Em Mkts Div Etf (DVYE) 0.6 $1.0M 39k 25.82
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.6 $967k 34k 28.43
Eversource Energy (ES) 0.4 $607k 11k 57.43
Altria (MO) 0.4 $575k 11k 52.26
Piedmont Office Realty Tr In Com Cl A (PDM) 0.3 $555k 61k 9.16
Invesco Db Mlti Sectr Cmmty Agriculture Fd (DBA) 0.3 $544k 21k 26.57
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.3 $503k 17k 29.70
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.3 $470k 13k 36.00
Verizon Communications (VZ) 0.3 $436k 11k 40.02
At&t (T) 0.1 $238k 10k 22.79