Daniel Sowa

@Sowa Financial Group, Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$159.706M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IAUIshares Gold Tr Recent Activity Increased 18.56%	15.77%	$25.18M 508,591 shares@ $49.51 avg price	Increased 18.56%
FBCGFidelity Covington Trust Recent Activity Increased 29.63%	13%	$20.752M 448,604 shares@ $46.26 avg price	Increased 29.63%
PVALPutnam Etf Trust Recent Activity Increased 40.42%	10.66%	$17.017M 458,420 shares@ $37.13 avg price	Increased 40.42%
FELVFidelity Covington Trust Recent Activity Increased 39.13%	9.93%	$15.846M 520,067 shares@ $30.47 avg price	Increased 39.13%
HGERHarbor Etf Trust Recent Activity Increased 156.03%	2.85%	$4.546M 205,374 shares@ $22.14 avg price	Increased 156.03%
EPIWisdomtree Tr Recent Activity Increased 90.92%	1.59%	$2.535M 55,990 shares@ $45.28 avg price	Increased 90.92%
TAt&t Inc Recent Activity Increased 0.47%	0.15%	$238,000 10,442 shares@ $22.8 avg price	Increased 0.47%