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SOWA FINANCIAL GROUP, INC.
SOWA FINANCIAL GROUP, INC.
Latest filing: 2026-06-30
SOWA FINANCIAL GROUP, INC. runs SOWA FINANCIAL GROUP, INC. and currently holds 29 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $214.51M. Their top holdings are FBCG, PVAL, AAPL, FELV, HGER. The top five represent 66.2% of reported portfolio weight. SOWA FINANCIAL GROUP, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SOWA FINANCIAL GROUP, INC. initiated 1 new position. They added to 10 existing positions. They trimmed 13 positions. Their current best-performing preview position is FBCG with returns of +23.92%.
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29 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 FBCG FIDELITY COVINGTON TRUST | 18.31% | $45.62 | $61.56 | +34.93% | Added +5.11% |
 PVAL PUTNAM ETF TRUST | 13.95% | $38.74 | $54.25 | +40.04% | Added +4.52% |
 AAPL APPLE INC | 12.45% | $90.60 | $309.35 | +241.45% | Trimmed -3.77% |
FE FELV FIDELITY COVINGTON TRUST | 12.27% | $31.23 | $42.74 | +36.84% | Added +1.27% |
 HGER HARBOR ETF TRUST | 9.27% | $25.76 | $35.17 | +36.51% | Trimmed -13.17% |
 NVDA NVIDIA CORPORATION | 3.83% | $139.69 | $214.76 | +53.74% | Added +25.16% |
 V VISA INC | 1.75% | $188.89 | $371.13 | +96.48% | Trimmed -8.49% |
 IYH ISHARES TR | 1.72% | $56.49 | $73.93 | +30.87% | Trimmed -4.15% |
 ITOT ISHARES TR | 1.16% | $72.73 | $167.98 | +130.96% | Trimmed -4.09% |
 HDV ISHARES TR | 1.14% | $19.78 | $29.80 | +50.66% | Added +328.33% |
Showing 1-10 of 29