Sowa Financial Group

Sowa Financial Group as of March 31, 2025

Portfolio Holdings for Sowa Financial Group

Sowa Financial Group holds 29 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 19.6 $30M 506k 58.96
Apple (AAPL) 16.2 $25M 111k 222.13
Fidelity Covington Trust Blue Chip Grwth (FBCG) 12.5 $19M 477k 39.97
Putnam Etf Trust Focused Lar Cap (PVAL) 12.3 $19M 491k 38.08
Fidelity Covington Trust Enhanced Large (FELV) 10.9 $17M 542k 30.74
Harbor Etf Trust Harbor Commodity (HGER) 3.4 $5.2M 218k 24.05
Visa Com Cl A (V) 3.3 $5.0M 14k 350.44
Ishares Tr Us Hlthcare Etf (IYH) 3.0 $4.6M 76k 60.89
NVIDIA Corporation (NVDA) 3.0 $4.6M 42k 108.39
Ishares Tr Core High Dv Etf (HDV) 2.1 $3.3M 27k 121.13
Wisdomtree Tr India Erngs Fd (EPI) 1.7 $2.6M 59k 43.71
Ishares Tr Pfd And Incm Sec (PFF) 1.7 $2.6M 83k 30.73
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $2.0M 17k 122.03
AllianceBernstein Global Hgh Incm (AWF) 1.3 $2.0M 189k 10.73
Ishares Tr Core Div Grwth (DGRO) 1.1 $1.7M 27k 61.77
Select Sector Spdr Tr Energy (XLE) 1.0 $1.5M 16k 93.46
Ishares Tr North Amern Nat (IGE) 0.9 $1.4M 32k 45.47
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.6 $957k 31k 31.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $808k 10k 78.88
Ishares Em Mkts Div Etf (DVYE) 0.5 $750k 28k 27.28
Altria (MO) 0.4 $666k 11k 60.00
Eversource Energy (ES) 0.4 $665k 11k 62.15
Invesco Db Mlti Sectr Cmmty Agriculture Fd (DBA) 0.4 $571k 22k 26.33
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.3 $509k 14k 35.70
Verizon Communications (VZ) 0.3 $498k 11k 45.35
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.3 $455k 17k 27.37
Victory Portfolios Ii Shares Free Cash (VFLO) 0.3 $381k 11k 34.32
Piedmont Office Realty Tr In Com Cl A (PDM) 0.2 $351k 48k 7.36
At&t (T) 0.2 $297k 11k 28.32