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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 $160.16 thousand in total holdings as of June 30, 2025.
  • Sowa Financial Group, Inc. owns shares of 27 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 9.96% of the portfolio was purchased this quarter.
  • About 9.86% of the portfolio was sold this quarter.
  • This quarter, Sowa Financial Group, Inc. has purchased 29 new stocks and bought additional shares in 11 stocks.
  • Sowa Financial Group, Inc. sold shares of 14 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple
$21,511
FIDELITY COVINGTON TRUST
$19,364

Largest New Holdings this Quarter

46137V357 - Invesco S&P 500 Equal Weight ETF
$1,819 Holding
46641Q837 - JPMorgan Ultra-Short Income ETF
$784 Holding

Largest Purchases this Quarter

HARBOR ETF TRUST
250,333 shares (about $6.08K)
Fidelity Blue Chip Growth ETF
73,062 shares (about $3.52K)
FIDELITY COVINGTON TRUST
67,863 shares (about $2.16K)
Invesco S&P 500 Equal Weight ETF
10,008 shares (about $1.82K)
Putnam Focused Large Cap Value ETF
28,336 shares (about $1.14K)

Largest Sales this Quarter

iShares Gold Trust
104,530 shares (about $6.52K)
WisdomTree India Earnings Fund
44,556 shares (about $2.12K)
Apple
6,233 shares (about $1.28K)
AllianceBernstein Global High Income Fund
69,696 shares (about $768.52)
iShares Preferred and Income Securities ETF
24,033 shares (about $737.42)

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
$26,539$3,525 15.3%550,14616.6%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$25,018$6,519 -20.7%401,18115.6%Finance
Apple Inc. stock logo
AAPL
Apple
$21,511$1,279 -5.6%104,84513.4%Computer and Technology
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$20,901$1,140 5.8%519,53713.1%ETF
FIDELITY COVINGTON TRUST
$19,364$2,156 12.5%609,51812.1%ENHANCED LARGE
HARBOR ETF TRUST
$11,372$6,081 114.9%468,1617.1%HARBOR COMMODITY
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,295$376 -5.6%39,8453.9%Computer and Technology
Visa Inc. stock logo
V
Visa
$4,998$37 -0.7%14,0783.1%Business Services
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$3,965$299 -7.0%70,2032.5%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$2,676$480 -15.2%22,8411.7%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$2,258$7 -0.3%16,7241.4%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$2,034$322 18.8%31,8081.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,819$1,819 New Holding10,0081.1%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$1,812$737 -28.9%59,0541.1%ETF
iShares North American Natural Resources ETF stock logo
IGE
iShares North American Natural Resources ETF
$1,383$19 -1.3%31,2450.9%ETF
AllianceBernstein Global High Income Fund, Inc. stock logo
AWF
AllianceBernstein Global High Income Fund
$1,310$769 -37.0%118,8020.8%Finance
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,226$130 -9.6%14,4530.8%ETF
Hartford Multifactor Developed Markets (ex-US) ETF stock logo
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
$817$236 -22.4%23,9460.5%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$784$784 New Holding15,4730.5%ETF
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$686$2,116 -75.5%14,4420.4%Finance
WisdomTree Global ex U.S. Quality Dividend Growth Fund stock logo
DNL
WisdomTree Global ex U.S. Quality Dividend Growth Fund
$680$106 18.5%16,8900.4%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$656$5 0.8%11,1880.4%Consumer Staples
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$479$4 0.7%11,0630.3%Computer and Technology
Schwab Fundamental U.S. Small Company ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company ETF
$476$0 0.0%16,6280.3%ETF
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$402$9 2.3%11,3620.3%ETF
iShares Emerging Markets Dividend ETF stock logo
DVYE
iShares Emerging Markets Dividend ETF
$394$394 -50.0%13,7440.2%ETF
AT&T Inc. stock logo
T
AT&T
$305$1 0.4%10,5280.2%Computer and Technology
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$0$808 -100.0%00.0%ETF
Eversource Energy stock logo
ES
Eversource Energy
$0$665 -100.0%00.0%Utilities
Invesco DB Agriculture Fund stock logo
DBA
Invesco DB Agriculture Fund
$0$571 -100.0%00.0%Finance
Piedmont Realty Trust, Inc. stock logo
PDM
Piedmont Realty Trust
$0$351 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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