Sowa Financial Group, Inc. Portfolio Holdings

Sowa Financial Group, Inc.

  • $140 Million
  • Q2 2025

Sowa Financial Group, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $140 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Tr Blue Chi with a value of $26.5M, Ishares Gold Trust with a value of $25M, Apple Inc. with a value of $21.5M, Putnam ETF Tr Putnam Focused L with a value of $20.9M, and Harbor ETF Tr All Weather Infl with a value of $11.4M.

Examining the 13F form we can see an increase of $5.46M in the current position value, from $135M to 140M.

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 $140 Million
ETFs: $72.6 Million
Technology: $27.8 Million
Financial Services: $6.31 Million
Communication Services: $782,000
Consumer Defensive: $655,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$118B
$655,000 0.47% of portfolio
11,188
Q2 2025 Added 0.79%
$182B
$478,000 0.34% of portfolio
11,063
Q2 2025 Added 0.74%

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $140 Million
  • Prior Value $135 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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