Sowa Financial Group, Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $144 Million distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.3M, Ishares Gold Trust with a value of $25.2M, Fidelity Covington Tr Blue Chi with a value of $20.8M, Putnam ETF Tr Putnam Focused L with a value of $17M, and Spdr S&P 500 ETF Trust with a value of $6.95M.

Examining the 13F form we can see an decrease of $2.46M in the current position value, from $146M to 144M.

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 $144 Million
ETFs: $79 Million
Technology: $34.1 Million
Financial Services: $6.79 Million
Communication Services: $672,000
Utilities: $607,000
Consumer Defensive: $575,000
Real Estate: $431,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $144 Million
  • Prior Value $146 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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