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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
IGEIshares Tr
Recent Activity
Decreased -14.03%
1%
$1.582M
37,026 shares@ $42.73 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -10.35%
0.88%
$1.392M
16,245 shares@ $85.69 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -3.54%
0.65%
$1.024M
13,533 shares@ $75.67 avg price
DVYEIshares Inc
Recent Activity
Decreased -65.94%
0.63%
$1.006M
38,958 shares@ $25.83 avg price
RODMLattice Strategies Tr
Recent Activity
Decreased -52.45%
0.61%
$967,000
34,010 shares@ $28.44 avg price
ESEversource Energy
Recent Activity
Decreased -2.79%
0.39%
$607,000
10,570 shares@ $57.43 avg price
MOAltria Group Inc
Recent Activity
Decreased -0.05%
0.37%
$575,000
11,002 shares@ $52.27 avg price
PDMPiedmont Office Realty Tr In
Recent Activity
Decreased -59.26%
0.35%
$555,000
60,608 shares@ $9.16 avg price
DBAInvesco Db Mlti Sectr Cmmty
Recent Activity
Decreased -64.77%
0.35%
$544,000
20,474 shares@ $26.58 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -7.81%
0.28%
$436,000
10,894 shares@ $40.03 avg price