Sowa Financial Group, Inc. Portfolio Holdings

Sowa Financial Group, Inc.

  • $135 Million
  • Q1 2025

Sowa Financial Group, Inc. has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $135 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $29.8M, Apple Inc. with a value of $24.7M, Fidelity Covington Tr Blue Chi with a value of $19.1M, Putnam ETF Tr Putnam Focused L with a value of $18.5M, and Harbor ETF Tr All Weather Infl with a value of $5.24M.

Examining the 13F form we can see an decrease of $8.8M in the current position value, from $144M to 135M.

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 $135 Million
ETFs: $72.5 Million
Technology: $29.2 Million
Financial Services: $6.99 Million
Communication Services: $794,000
Consumer Defensive: $666,000
Utilities: $664,000
Real Estate: $339,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.5B
$664,000 0.49% of portfolio
10,700
Q1 2025 Added 1.23%
$104B
$666,000 0.49% of portfolio
11,100
Q1 2025 Added 0.89%
$172B
$498,000 0.37% of portfolio
10,982
Q1 2025 Added 0.81%
$192B
$296,000 0.22% of portfolio
10,488
Q1 2025 Added 0.44%

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $135 Million
  • Prior Value $144 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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