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Daniel Sowa

@Sowa Financial Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$159.706MTotal holdings30
Assets growth rate0.94%Assets growth rate (2-Q avg)10.37%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Sowa Financial Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 30 positions.

Assets under management

The assets under management (AUM) of Sowa Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 159.706M in assets, with a quarterly growth rate of 0.94% and a 2-quarter average growth rate of 10.37%. The portfolio is managed by Daniel Sowa, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -3.35%
17.75%
$28.344M
113,184 shares@ $250.43 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -36.31%
4.36%
$6.954M
11,864 shares@ $586.15 avg price
NVDANvidia Corp
Recent Activity
Decreased -8.33%
3.61%
$5.755M
42,856 shares@ $134.29 avg price
VVisa Inc
Recent Activity
Decreased -4.84%
2.92%
$4.652M
14,719 shares@ $316.06 avg price
IYHIshares Tr
Recent Activity
Decreased -18.72%
2.91%
$4.647M
79,742 shares@ $58.28 avg price
HDVIshares Tr
Recent Activity
Decreased -43.47%
2%
$3.194M
28,453 shares@ $112.26 avg price
PFFIshares Tr
Recent Activity
Decreased -50.23%
2%
$3.179M
101,099 shares@ $31.45 avg price
ITOTIshares Tr
Recent Activity
Decreased -2.94%
1.37%
$2.187M
17,002 shares@ $128.64 avg price
XAWFXAlliancebernstein Global Hig
Recent Activity
Decreased -49.07%
1.34%
$2.136M
199,112 shares@ $10.73 avg price
DGROIshares Tr
Recent Activity
Decreased -18.98%
1.11%
$1.767M
28,805 shares@ $61.35 avg price