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Sowa Financial Group, Inc. Top Holdings and 13F Report (2025)

About Sowa Financial Group, Inc.

Investment Activity

  • Sowa Financial Group, Inc. has $178.26 thousand in total holdings as of September 30, 2025.
  • Sowa Financial Group, Inc. owns shares of 26 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 2.53% of the portfolio was purchased this quarter.
  • About 2.13% of the portfolio was sold this quarter.
  • This quarter, Sowa Financial Group, Inc. has purchased 27 new stocks and bought additional shares in 14 stocks.
  • Sowa Financial Group, Inc. sold shares of 11 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Apple
$25,916
FIDELITY COVINGTON TRUST
$21,000

Largest Purchases this Quarter

Putnam Focused Large Cap Value ETF
28,736 shares (about $1.23K)
Fidelity Blue Chip Growth ETF
22,361 shares (about $1.20K)
HARBOR ETF TRUST
37,617 shares (about $970.51)
FIDELITY COVINGTON TRUST
16,793 shares (about $563.06)
iShares Gold Trust
5,429 shares (about $395.07)

Largest Sales this Quarter

Apple
3,065 shares (about $780.43)
Visa
1,780 shares (about $607.76)
Energy Select Sector SPDR Fund
1,669 shares (about $149.09)
JPMorgan Ultra-Short Income ETF
2,610 shares (about $132.50)
iShares U.S. Healthcare ETF
1,727 shares (about $101.41)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSowa Financial Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$30,721$1,200 4.1%572,50717.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$29,589$395 1.4%406,61016.6%Finance
Apple Inc. stock logo
AAPL
Apple
$25,916$780 -2.9%101,78014.5%Computer and Technology
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$23,422$1,228 5.5%548,27313.1%ETF
FIDELITY COVINGTON TRUST
$21,000$563 2.8%626,31111.8%ENHANCED LARGE
HARBOR ETF TRUST
$13,049$971 8.0%505,7787.3%HARBOR COMMODITY
NVIDIA Corporation stock logo
NVDA
NVIDIA
$7,457$22 0.3%39,9654.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$4,199$608 -12.6%12,2982.4%Business Services
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$4,021$101 -2.5%68,4762.3%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$2,775$22 -0.8%22,6631.6%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$2,437$1 0.1%16,7341.4%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$2,109$56 -2.6%30,9801.2%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$1,790$77 -4.1%56,6081.0%ETF
iShares North American Natural Resources ETF stock logo
IGE
iShares North American Natural Resources ETF
$1,573$41 2.7%32,0750.9%ETF
AllianceBernstein Global High Income Fund, Inc. stock logo
AWF
AllianceBernstein Global High Income Fund
$1,302$30 -2.3%116,1090.7%Finance
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,142$149 -11.5%12,7840.6%ETF
Hartford Multifactor Developed Markets (ex-US) ETF stock logo
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
$880$29 3.5%24,7740.5%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$756$17 2.2%11,4390.4%Consumer Staples
WisdomTree Global ex U.S. Quality Dividend Growth Fund stock logo
DNL
WisdomTree Global ex U.S. Quality Dividend Growth Fund
$684$0 0.0%16,8970.4%Finance
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$653$132 -16.9%12,8630.4%ETF
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$6380.0%14,4420.4%Finance
Schwab Fundamental U.S. Small Company ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company ETF
$512$6 -1.1%16,4380.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$490$4 0.7%11,1430.3%Computer and Technology
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$459$33 7.7%12,2360.3%ETF
iShares Emerging Markets Dividend ETF stock logo
DVYE
iShares Emerging Markets Dividend ETF
$387$21 -5.2%13,0270.2%ETF
AT&T Inc. stock logo
T
AT&T
$298$1 0.4%10,5690.2%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$0$1,819 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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