SF

Sowa Financial Group, Inc.

13F
Sowa Financial Group, Inc.
Last update 2025-04-16 29 Stocks (1 new)
Value $152.00 Mil Turnover 3 %
Countries:
Top Holdings: IAU(19.58%)AAPL(16.20%)FBCG(12.52%)PVAL(12.29%)FELV(10.93%)
Summary Stock Picks Current Portfolio
Sowa Financial Group, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IAU
iShares Gold Trust
505,711
29,820.0
-0.57%
19.580
-0.09%
0.070
+0.29%
+27.47%
47,678.4
 
AAPL
Apple Inc
111,078
24,670.0
-1.86%
16.200
-0.33%
0.000
+8.32%
-15.87%
3,138,913.2
Hardware
FBCG
Fidelity Blue Chip Growth ETF
477,084
19,070.0
+6.35%
12.520
+0.75%
0.520
+31.79%
+6.12%
4,429.4
 
PVAL
Putnam Focused Large Cap Value ETF
491,201
18,710.0
+7.15%
12.290
+0.82%
0.750
+15.31%
+10.05%
3,576.2
 
FELV
Fidelity Enhanced Large Cap Value ETF
Fidelity Enhanced Large Cap Value ETF
541,655
16,650.0
+4.15%
10.930
+0.44%
0.710
+10.89%
+5.15%
2,303.3
 
HGER
HARBOR ETF TRUST
217,828
5,240.0
+6.06%
3.440
+0.20%
1.890
+3.36%
+11.16%
518.0
 
V
Visa Inc
14,182
4,970.0
-3.65%
3.260
-0.11%
0.000
+5.78%
+11.08%
683,529.8
Credit Services
IYH
iShares U.S. Healthcare ETF
75,495
4,600.0
-5.33%
3.020
-0.15%
0.140
-0.29%
-2.73%
2,713.5
 
NVDA
NVIDIA Corp
42,227
4,580.0
-1.47%
3.010
-0.05%
0.000
+64.02%
+27.63%
4,179,295.7
Semiconductors
HDV
iShares Core High Dividend ETF
26,938
3,260.0
-5.32%
2.140
-0.11%
0.030
+7.15%
+7.67%
11,163.8
 

Sowa Financial Group, Inc.'s Historical Top Holdings Breakdowns

Sowa Financial Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Sold Out
Sold Out
-4.35%
●
551.42 ($587.78) 612.93
$624.22
6.20%
Sold Out
0
-11,864
PVAL
Putnam Focused Large Cap Value ETF
2025-03-31
Add
Add
+0.82%
●
36.8 ($38.31) 39.59
$40.60
5.98%
Add 7.15%
491,201
32,781
FBCG
Fidelity Blue Chip Growth ETF
2025-03-31
Add
Add
+0.75%
●
39.97 ($45.24) 48.7
$49.09
8.51%
Add 6.35%
477,084
28,480
MUB
iShares National Muni Bond ETF
2025-03-31
Sold Out
Sold Out
-0.70%
●
104.71 ($106.35) 107.68
$103.41
-2.76%
Sold Out
0
-10,474
FELV
Fidelity Enhanced Large Cap Value ETF
Fidelity Enhanced Large Cap Value ETF
2025-03-31
Add
Add
+0.44%
●
29.9 ($31.24) 32.18
$31.74
1.60%
Add 4.15%
541,655
21,588
PFF
iShares U.S. Preferred Stock
2025-03-31
Reduce
Reduce
-0.35%
●
30.73 ($31.53) 32.26
$31.05
-1.52%
Reduce -17.82%
83,087
-18,012
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.33%
●
209.68 ($231.67) 247.1
$210.16
-9.28%
Reduce -1.86%
111,078
-2,106
VFLO
VictoryShares Free Cash Flow ETF
2025-03-31
New Buy
New Buy
+0.25%
●
33.49 ($35.11) 36.26
$35.22
0.31%
New holding
11,102
11,102
HGER
HARBOR ETF TRUST
2025-03-31
Add
Add
+0.20%
●
22.23 ($23.27) 24.05
$24.61
5.76%
Add 6.06%
217,828
12,454
DVYE
iShares Emerging Markets Dividend ETF
iShares Emerging Markets Dividend ETF
2025-03-31
Reduce
Reduce
-0.19%
●
25.08 ($26.66) 27.99
$28.89
8.36%
Reduce -29.42%
27,495
-11,463

Sowa Financial Group, Inc. Total Holding History ($B)

To

Sowa Financial Group, Inc.'s Asset Allocation

To

Sowa Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sowa Financial Group, Inc.'s Hypothetical Growth since 2025-03-31

Sowa Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Sowa Financial Group, Inc.'s Holdings Heat Map

Size field:

Sowa Financial Group, Inc.'s Holdings Bubble Chart

Sowa Financial Group, Inc. News

  • 1

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