Sowa Financial Group

Sowa Financial Group as of June 30, 2025

Portfolio Holdings for Sowa Financial Group

Sowa Financial Group holds 27 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Covington Trust Blue Chip Grwth (FBCG) 16.6 $27M 550k 48.24
Ishares Gold Tr Ishares New (IAU) 15.6 $25M 401k 62.36
Apple (AAPL) 13.4 $22M 105k 205.17
Putnam Etf Trust Focused Lar Cap (PVAL) 13.1 $21M 520k 40.23
Fidelity Covington Trust Enhanced Large (FELV) 12.1 $19M 610k 31.77
Harbor Etf Trust Harbor Commodity (HGER) 7.1 $11M 468k 24.29
NVIDIA Corporation (NVDA) 3.9 $6.3M 40k 157.99
Visa Com Cl A (V) 3.1 $5.0M 14k 355.02
Ishares Tr Us Hlthcare Etf (IYH) 2.5 $4.0M 70k 56.48
Ishares Tr Core High Dv Etf (HDV) 1.7 $2.7M 23k 117.16
Ishares Tr Core S&p Ttl Stk (ITOT) 1.4 $2.3M 17k 135.02
Ishares Tr Core Div Grwth (DGRO) 1.3 $2.0M 32k 63.95
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $1.8M 10k 181.75
Ishares Tr Pfd And Incm Sec (PFF) 1.1 $1.8M 59k 30.68
Ishares Tr North Amern Nat (IGE) 0.9 $1.4M 31k 44.26
AllianceBernstein Global Hgh Incm (AWF) 0.8 $1.3M 119k 11.03
Select Sector Spdr Tr Energy (XLE) 0.8 $1.2M 15k 84.83
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.5 $817k 24k 34.12
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $784k 16k 50.67
Wisdomtree Tr India Erngs Fd (EPI) 0.4 $686k 14k 47.50
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.4 $680k 17k 40.26
Altria (MO) 0.4 $656k 11k 58.63
Verizon Communications (VZ) 0.3 $479k 11k 43.30
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.3 $476k 17k 28.63
Victory Portfolios Ii Shares Free Cash (VFLO) 0.3 $402k 11k 35.38
Ishares Em Mkts Div Etf (DVYE) 0.2 $394k 14k 28.67
At&t (T) 0.2 $305k 11k 28.97