Sowa Financial Group, Inc.
CIK:0001806226
Investment Adviser
$420M AUM
26 holdings
Lincoln, RI, USA
Sowa Financial Group, Inc. is a financial planning consultant that specializes in wealth management services, helping clients design comprehensive financial plans that extend beyond building wealth.
Investment Strategy
Comprehensive financial planning, including investment planning, tax planning, estate planning, retirement planning, and more.
Top Buys
I
IAUISHARES GOLD TR+$4.6M
A
AAPLAPPLE INC+$4.4M
F
FBCGFIDELITY COVINGTON TRUST+$4.2M
P
PVALPUTNAM ETF TRUST+$2.5M
H
HGERHARBOR ETF TRUST+$1.7M
Top Sells
R
RSPINVESCO EXCHANGE TRADED FD T-$1.8M
V
VVISA INC-$799.0K
J
JPSTJ P MORGAN EXCHANGE TRADED F-$131.0K
X
XLESELECT SECTOR SPDR TR-$84.0K
E
EPIWISDOMTREE TR-$48.0K
Top Holdings
F
FBCGFIDELITY COVINGTON TRUST+17.2%$30.7M
I
IAUISHARES GOLD TR+16.6%$29.6M
A
AAPLAPPLE INC+14.5%$25.9M
P
PVALPUTNAM ETF TRUST+13.1%$23.4M
F
FELVFIDELITY COVINGTON TRUST+11.8%$21.0M
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBCG | FIDELITY COVINGTON TRUST | 17.23% | $30.7M | 572,507 | $44.30 | $53.66 | +$4.2M |
I IAU | ISHARES GOLD TR | 16.60% | $29.6M | 406,610 | $36.42 | $72.77 | +$4.6M |
A AAPL | APPLE INC | 14.54% | $25.9M | 101,780 | $90.60 | $254.63 | +$4.4M |
P PVAL | PUTNAM ETF TRUST | 13.14% | $23.4M | 548,273 | $37.88 | $42.72 | +$2.5M |
F FELV | FIDELITY COVINGTON TRUST | 11.78% | $21.0M | 626,311 | $30.99 | $33.53 | +$1.6M |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+16.6%
ELECTRONIC COMPUTERS
+14.5%
SEMICONDUCTORS & RELATED DEVICES
+4.2%
SERVICES-BUSINESS SERVICES, NEC
+2.4%
TELEPHONE COMMUNICATIONS (NO RADIOTELEPHONE)
+0.4%