• 13F History

Sowa Financial Group, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$152M
Signature - Title
Daniel Sowa - VP, Managing Partner
Location
Lincoln, RI
Summary
This page shows a list of all the recent 13F filings made by Sowa Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sowa Financial Group, Inc. reported 29 stock holdings with total value $152M as of Q1 2025. Top holdings included IAU, AAPL, FBCG, PVAL, and FELV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 29 $152M +$3.96M -$11.3M -$7.31M IAU, AAPL, FBCG, PVAL, FELV 13F-HR 4/16/2025, 02:25 PM
Q4 2024 30 $160M +$24.1M -$24.2M -$72.1K AAPL, IAU, FBCG, PVAL, FELV 13F-HR 1/16/2025, 02:34 PM
Q3 2024 31 $158M +$25.4M -$9.24M +$16.2M AAPL, IAU, FBCG, PVAL, FELV 13F-HR 10/10/2024, 03:03 PM
Q2 2024 30 $132M +$23.1M -$20.4M +$2.75M AAPL, IAU, FBCG, SPY, PFF 13F-HR 7/29/2024, 12:00 PM
Q1 2024 29 $114M $0 $0 AAPL, IAU, SPY, PFF, HDV 13F-HR 4/18/2024, 12:11 PM
Q4 2023 30 $123M +$223K -$21.7M -$21.5M AAPL, IAU, SPY, IYH, PFF 13F-HR 1/24/2024, 12:48 PM
Q3 2023 34 $133M +$4.5M -$10.2M -$5.74M AAPL, IAU, SPY, IYH, HDV 13F-HR 10/23/2023, 12:19 PM
Q2 2023 34 $146M +$3.32M -$2.88M +$435K AAPL, IAU, SPY, IYH, PFF 13F-HR 7/18/2023, 09:52 AM
Q1 2023 34 $140M +$2.88M -$2.32M +$554K AAPL, IAU, SPY, IYH, PFF 13F-HR 4/24/2023, 11:38 AM
Q4 2022 34 $134M +$4.47M -$1.66M +$2.81M AAPL, IAU, SPY, IYH, PFF 13F-HR 1/27/2023, 10:51 AM
Q3 2022 36 $127M +$5.24M -$1.52M +$3.72M AAPL, IAU, SPY, PFF, IYH 13F-HR 10/25/2022, 03:49 PM
Q2 2022 35 $131M +$4.35M -$717K +$3.63M IAU, AAPL, SPY, PFF, IYH 13F-HR 8/9/2022, 03:11 PM
Q1 2022 67 $167M +$2.99M -$833K +$2.16M AAPL, IAU, SPY, PFF, IYH 13F-HR 4/28/2022, 03:37 PM
Q4 2021 71 $171M +$8.09M -$2.28M +$5.81M AAPL, IAU, SPY, PFF, IYH 13F-HR 1/27/2022, 08:39 AM
Q3 2021 68 $154M +$22.7M -$1.69M +$21M IAU, AAPL, PFF, SPY, IYH 13F-HR 10/7/2021, 03:04 PM
Q2 2021 70 $135M +$4.37M -$19.9M -$15.5M AAPL, PFF, SPY, IYH, DVYE 13F-HR 7/6/2021, 02:47 PM
Q1 2021 71 $142M +$4.51M -$12.6M -$8.14M IAUXXXX, AAPL, PFF, SPY, IYH 13F-HR 4/7/2021, 10:29 AM
Q4 2020 239 $149M +$4.47M -$5.93M -$1.46M IAUXXXX, AAPL, PFF, SPY, IYH 13F-HR 1/15/2021, 01:36 PM
Q3 2020 226 $140M +$13.7M -$3.31M +$10.3M IAUXXXX, AAPL, PFF, SPY, IYH 13F-HR 10/6/2020, 04:13 PM
Q2 2020 337 $132M +$3.54M -$1.5M +$2.04M IAUXXXX, PFF, AAPL, SPY, IYH 13F-HR 7/10/2020, 10:31 AM
Q1 2020 333 $114M +$19.9M -$6.16M +$13.8M IAUXXXX, PFF, SPY, AAPL, IYH 13F-HR 4/29/2020, 11:58 AM
Q4 2019 348 $123M IAUXXXX, PFF, DVYE, AAPL, IYH 13F-HR 3/19/2020, 11:48 AM