Sowa Financial Group, Inc.
CIK 1806226 · Holdings on Sep 30, 2023 · First reported Oct 23, 2023
Top ten holdings
Q3 2023- AAPL17.37%
- IAU12.86%
- SPY9.52%
- IYH6.98%
- HDV6.67%
- PFF6.50%
- XAWFX3.95%
- DGRO3.30%
- DVYE2.98%
- V2.85%
Share classes counted separately72.98%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $23.13M | 17.37% | 135.08K shares | — | ↗▾ | |
| 02 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $17.12M | 12.86% | 489.27K shares | — | ↗▾ | |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $12.68M | 9.52% | 29.66K shares | — | ↗▾ | |
| 04 | IYHISHARES U.S. HEALTHCARE ETFUS HLTHCARE ETF View history and evidence | $9.29M | 6.98% | 34.40K shares | — | ↗▾ | |
| 05 | HDVISHARES CORE HIGH DIVIDEND ECORE HIGH DV ETF View history and evidence | $8.89M | 6.67% | 89.86K shares | — | ↗▾ | |
| 06 | PFFISHARES PREFERRED & INCOME SPFD AND INCM SEC View history and evidence | $8.66M | 6.50% | 287.08K shares | — | ↗▾ | |
| 07 | XAWFXALLIANCEBERNSTEIN GL HI INC View history and evidence | $5.25M | 3.95% | 541.65K shares | — | ↗▾ | |
| 08 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $4.39M | 3.30% | 88.73K shares | — | ↗▾ | |
| 09 | DVYEISHARES EMERGING MARKETS DIVEM MKTS DIV ETF View history and evidence | $3.97M | 2.98% | 166.56K shares | — | ↗▾ | |
| 10 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $3.79M | 2.85% | 16.47K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1806226 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 133168263
}Research all 34 reported holdings.
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