Sowa Financial Group, Inc. has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $146 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.3M, Ishares Gold Trust with a value of $21.3M, Fidelity Covington Tr Blue Chi with a value of $14.8M, Putnam ETF Tr Putnam Focused L with a value of $12.4M, and Spdr S&P 500 ETF Trust with a value of $10.7M.

Examining the 13F form we can see an increase of $14.1M in the current position value, from $132M to 146M.

Sowa Financial Group, Inc. is based out at Lincoln, RI

Below you can find more details about Sowa Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $146 Million
ETFs: $87.2 Million
Technology: $33 Million
Financial Services: $8.69 Million
Real Estate: $1.06 Million
Communication Services: $758,000
Utilities: $739,000
Consumer Defensive: $561,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $146 Million
  • Prior Value $132 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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