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Sowa Financial Group, Inc.

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13F filer, CIK 1806226, LINCOLN, RI

Sowa Financial Group, Inc. reported $152,259,000 across 29 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-16. Its ten largest share positions make up 86.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001806226-25-000002

Period
2025-03-31
Reported value
$152M
Holdings
29
Top 10 weight
86.41%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PVALadded+32,781$1.25M
FBCGadded+28,480$1.14M
FELVadded+21,588$664K
VFLOnew+11,102$381K
HGERadded+12,454$300K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYexited-11,864-$6.95M
MUBexited-10,474-$1.12M
PFFreduced-18,012-$553K
AAPLreduced-2,106-$468K
DVYEreduced-11,463-$313K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001806226-25-000002, largest first. % of portfolio is the value over $152,259,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,975 shares; 2024Q4: 508,591 shares; 2025Q1: 505,711 shares 505,711$29.8M19.58%-2,880Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,113 shares; 2024Q4: 113,184 shares; 2025Q1: 111,078 shares 111,078$24.7M16.21%-2,106Timeline
FBCGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,087 shares; 2024Q4: 448,604 shares; 2025Q1: 477,084 shares 477,084$19.1M12.52%+28,480Timeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,482 shares; 2024Q4: 458,420 shares; 2025Q1: 491,201 shares 491,201$18.7M12.28%+32,781Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,804 shares; 2024Q4: 520,067 shares; 2025Q1: 541,655 shares 541,655$16.6M10.94%+21,588Timeline
HGERHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,216 shares; 2024Q4: 205,374 shares; 2025Q1: 217,828 shares 217,828$5.24M3.44%+12,454Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,468 shares; 2024Q4: 14,719 shares; 2025Q1: 14,182 shares 14,182$4.97M3.26%-537Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,117 shares; 2024Q4: 79,742 shares; 2025Q1: 75,495 shares 75,495$4.6M3.02%-4,247Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,755 shares; 2024Q4: 42,856 shares; 2025Q1: 42,227 shares 42,227$4.58M3.01%-629Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,335 shares; 2024Q4: 28,453 shares; 2025Q1: 26,938 shares 26,938$3.26M2.14%-1,515Timeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,327 shares; 2024Q4: 55,990 shares; 2025Q1: 58,998 shares 58,998$2.58M1.69%+3,008Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,140 shares; 2024Q4: 101,099 shares; 2025Q1: 83,087 shares 83,087$2.55M1.68%-18,012Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,517 shares; 2024Q4: 17,002 shares; 2025Q1: 16,775 shares 16,775$2.05M1.34%-227Timeline
XAWFXALLIANCEBERNSTEIN GLOBAL HIGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,988 shares; 2024Q4: 199,112 shares; 2025Q1: 188,498 shares 188,498$2.02M1.33%-10,614Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,553 shares; 2024Q4: 28,805 shares; 2025Q1: 26,775 shares 26,775$1.65M1.09%-2,030Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,122 shares; 2024Q4: 16,245 shares; 2025Q1: 15,985 shares 15,985$1.49M0.98%-260Timeline
IGEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,073 shares; 2024Q4: 37,026 shares; 2025Q1: 31,671 shares 31,671$1.44M0.95%-5,355Timeline
RODMLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,525 shares; 2024Q4: 34,010 shares; 2025Q1: 30,866 shares 30,866$957K0.63%-3,144Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,031 shares; 2024Q4: 13,533 shares; 2025Q1: 10,244 shares 10,244$808K0.53%-3,289Timeline
DVYEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,381 shares; 2024Q4: 38,958 shares; 2025Q1: 27,495 shares 27,495$750K0.49%-11,463Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,008 shares; 2024Q4: 11,002 shares; 2025Q1: 11,100 shares 11,100$666K0.44%+98Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,874 shares; 2024Q4: 10,570 shares; 2025Q1: 10,700 shares 10,700$665K0.44%+130Timeline
DBAINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,122 shares; 2024Q4: 20,474 shares; 2025Q1: 21,688 shares 21,688$571K0.38%+1,214Timeline
DNLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,055 shares; 2025Q1: 14,256 shares 14,256$509K0.33%+1,201Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,817 shares; 2024Q4: 10,894 shares; 2025Q1: 10,982 shares 10,982$498K0.33%+88Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,935 shares; 2025Q1: 16,625 shares 16,625$455K0.3%-310Timeline
VFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,102 shares 11,102$381K0.25%newTimeline
PDMPIEDMONT REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,798 shares; 2024Q4: 60,608 shares; 2025Q1: 47,688 shares 47,688$351K0.23%-12,920Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,394 shares; 2024Q4: 10,442 shares; 2025Q1: 10,488 shares 10,488$297K0.2%+46Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SPYSTATE STR SPDR S&P 500 ETF T11,864$6.95Mshares
MUBISHARES TR10,474$1.12Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001806226-25-000002 base2025-04-16acceptance time not in the bulk data set