$140 Million is the total value of Sowa Financial Group, Inc.'s 226 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 38.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAU | Buy | ISHARES GOLD TRUSTishares | $18,055,000 | +16.8% | 1,003,600 | +10.3% | 12.94% | +10.7% |
| AAPL | Buy | APPLE INC | $12,474,000 | +31.3% | 107,714 | +313.6% | 8.94% | +24.4% |
| PFF | Sell | ISHARES TRpfd and incm sec | $10,730,000 | +3.0% | 294,385 | -2.1% | 7.69% | -2.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $8,654,000 | +13.0% | 25,842 | +4.0% | 6.20% | +7.1% |
| IYH | Buy | ISHARES TRus hlthcare etf | $6,751,000 | +7.3% | 29,715 | +1.8% | 4.84% | +1.6% |
| DVYE | Buy | ISHARES INCem mkts div etf | $5,335,000 | -3.3% | 177,176 | +0.6% | 3.82% | -8.4% |
| V | Buy | VISA INC | $4,932,000 | +5.9% | 24,665 | +2.3% | 3.53% | +0.3% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $4,432,000 | +6.8% | 58,703 | -1.7% | 3.18% | +1.2% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $4,303,000 | -14.7% | 26,354 | -14.3% | 3.08% | -19.1% |
| RODM | Buy | LATTICE STRATEGIES TRhartford mlt etf | $4,076,000 | +8.9% | 157,499 | +3.6% | 2.92% | +3.2% |
| HDV | Sell | ISHARES TRcore high dv etf | $3,721,000 | -4.4% | 46,230 | -3.7% | 2.67% | -9.4% |
| IGE | Sell | ISHARES TRnorth amern nat | $3,507,000 | -12.9% | 177,123 | -4.7% | 2.51% | -17.5% |
| PDM | Buy | PIEDMONT OFFICE REALTY TR IN | $3,430,000 | -17.6% | 252,753 | +0.8% | 2.46% | -21.9% |
| MUB | Buy | ISHARES TRnational mun etf | $3,368,000 | +5.2% | 29,053 | +4.7% | 2.41% | -0.3% |
| DGRO | Buy | ISHARES TRcore div grwth | $2,729,000 | +8.0% | 68,587 | +2.1% | 1.96% | +2.4% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $2,290,000 | -7.7% | 18,800 | -7.7% | 1.64% | -12.6% |
| SHOP | SHOPIFY INCcl a | $2,241,000 | +7.7% | 2,191 | 0.0% | 1.61% | +2.1% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $2,178,000 | +4.7% | 34,224 | +0.1% | 1.56% | -0.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,056,000 | +13.2% | 7,401 | +0.9% | 1.47% | +7.3% |
| MSFT | MICROSOFT CORP | $2,042,000 | +3.4% | 9,707 | 0.0% | 1.46% | -2.1% | |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $1,500,000 | -13.2% | 11,228 | -13.2% | 1.08% | -17.8% |
| DBA | Sell | INVESCO DB MLTI SECTR CMMTYagriculture fd | $1,426,000 | +7.9% | 96,713 | -1.2% | 1.02% | +2.3% |
| ES | EVERSOURCE ENERGY | $1,272,000 | +0.3% | 15,223 | 0.0% | 0.91% | -4.9% | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,271,000 | +14.2% | 10,889 | +2.3% | 0.91% | +8.2% |
| VEGI | Sell | ISHARES INCglb agric pr etf | $1,236,000 | +13.5% | 42,985 | -1.8% | 0.89% | +7.5% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $1,135,000 | +2.1% | 14,042 | -3.4% | 0.81% | -3.3% |
| IYF | Sell | ISHARES TRu.s. finls etf | $1,085,000 | -5.6% | 9,561 | -8.4% | 0.78% | -10.5% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $926,000 | +8.4% | 2,756 | -0.1% | 0.66% | +2.8% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $884,000 | +6.6% | 14,893 | +1.4% | 0.63% | +1.0% |
| SPLV | Sell | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $837,000 | -11.4% | 15,606 | -17.9% | 0.60% | -16.1% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $823,000 | +3.9% | 12,846 | -4.9% | 0.59% | -1.5% |
| USMV | Buy | ISHARES TRmsci min vol etf | $821,000 | +5.1% | 12,875 | +0.0% | 0.59% | -0.5% |
| ICF | Sell | ISHARES TRcohen steer reit | $797,000 | -7.6% | 7,814 | -8.7% | 0.57% | -12.6% |
| HD | HOME DEPOT INC | $736,000 | +10.8% | 2,651 | 0.0% | 0.53% | +5.0% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $682,000 | +12.4% | 11,462 | +4.0% | 0.49% | +6.5% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $553,000 | +192.6% | 1,177 | +57.6% | 0.40% | +176.9% |
| AGG | Buy | ISHARES TRcore us aggbd et | $527,000 | +51.4% | 4,463 | +51.4% | 0.38% | +43.7% |
| NVDA | Buy | NVIDIA CORP | $481,000 | +6771.4% | 889 | +4578.9% | 0.34% | +6800.0% |
| DON | Buy | WISDOMTREE TRus midcap divid | $451,000 | +11.9% | 15,599 | +9.6% | 0.32% | +5.9% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $447,000 | -5.5% | 5,167 | -5.4% | 0.32% | -10.6% |
| VIG | VANGUARD GROUPdiv app etf | $417,000 | +9.7% | 3,242 | 0.0% | 0.30% | +4.2% | |
| T | AT&T INC | $381,000 | -5.7% | 13,353 | 0.0% | 0.27% | -10.8% | |
| FUTY | FIDELITY COVINGTON TRmsci utils index | $371,000 | +3.9% | 9,785 | 0.0% | 0.27% | -1.5% | |
| GLD | SPDR GOLD TRUST | $359,000 | +5.9% | 2,025 | 0.0% | 0.26% | +0.4% | |
| MO | Buy | ALTRIA GROUP INC | $342,000 | -1.4% | 8,849 | +0.0% | 0.24% | -6.5% |
| SSO | Buy | PROSHARES TR | $335,000 | -6.2% | 4,554 | +59.3% | 0.24% | -11.1% |
| DE | DEERE & CO | $325,000 | +41.3% | 1,466 | 0.0% | 0.23% | +33.9% | |
| EEM | ISHARES TRmsci emg mkt etf | $304,000 | +10.5% | 6,889 | 0.0% | 0.22% | +4.8% | |
| CSCO | CISCO SYS INC | $288,000 | -15.5% | 7,306 | 0.0% | 0.21% | -20.2% | |
| AMZN | AMAZON COM INC | $277,000 | +14.0% | 88 | 0.0% | 0.20% | +8.2% | |
| JNJ | Buy | JOHNSON & JOHNSON | $265,000 | +6.0% | 1,780 | +0.1% | 0.19% | +0.5% |
| SLV | Buy | ISHARES SILVER TRUSTishares | $253,000 | +127.9% | 11,706 | +78.6% | 0.18% | +115.5% |
| IYC | Sell | ISHARES TRu.s. cnsm sv etf | $244,000 | +11.9% | 975 | -2.1% | 0.18% | +6.1% |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $239,000 | +7.2% | 863 | 0.0% | 0.17% | +1.2% | |
| ED | CONSOLIDATED EDISON INC | $233,000 | +7.9% | 3,000 | 0.0% | 0.17% | +2.5% | |
| IVE | Sell | ISHARES TRs&p 500 val etf | $222,000 | -32.5% | 1,972 | -35.1% | 0.16% | -36.1% |
| GOOG | ALPHABET INCcap stk cl c | $218,000 | +4.3% | 148 | 0.0% | 0.16% | -1.3% | |
| GD | GENERAL DYNAMICS CORP | $207,000 | -7.2% | 1,492 | 0.0% | 0.15% | -12.4% | |
| IBDN | Buy | ISHARES TRibonds dec22 etf | $205,000 | 0.0% | 8,011 | +0.3% | 0.15% | -5.2% |
| IBDO | ISHARES TRibonds dec23 etf | $200,000 | 0.0% | 7,625 | 0.0% | 0.14% | -5.3% | |
| IBDM | Buy | ISHARES TRibonds dec21 etf | $200,000 | 0.0% | 7,989 | +0.2% | 0.14% | -5.3% |
| IBDL | Buy | ISHARES TRibonds dec20 etf | $195,000 | -0.5% | 7,748 | +0.2% | 0.14% | -5.4% |
| VUG | VANGUARD INDEX FDSgrowth etf | $190,000 | +12.4% | 835 | 0.0% | 0.14% | +6.2% | |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $181,000 | -21.0% | 6,053 | +0.1% | 0.13% | -24.9% |
| INTC | Sell | INTEL CORP | $181,000 | -13.4% | 3,500 | -0.0% | 0.13% | -17.7% |
| CVS | Sell | CVS HEALTH CORP | $180,000 | -10.0% | 3,078 | -0.0% | 0.13% | -14.6% |
| GOLD | BARRICK GOLD CORPORATION | $180,000 | +4.7% | 6,393 | 0.0% | 0.13% | -0.8% | |
| PM | Buy | PHILIP MORRIS INTL INC | $174,000 | +21.7% | 2,314 | +13.3% | 0.12% | +15.7% |
| EEMV | ISHARES INCmin vol emrg mkt | $157,000 | +6.1% | 2,838 | 0.0% | 0.11% | +0.9% | |
| LOW | LOWES COS INC | $152,000 | +22.6% | 917 | 0.0% | 0.11% | +16.0% | |
| CEMB | ISHARES INCjp mrg em crp bd | $144,000 | +2.1% | 2,776 | 0.0% | 0.10% | -3.7% | |
| IJR | Buy | ISHARES TRcore s&p scp etf | $139,000 | +3.7% | 1,972 | +0.9% | 0.10% | -1.0% |
| XOM | Sell | EXXON MOBIL CORP | $133,000 | -24.9% | 3,863 | -2.5% | 0.10% | -29.1% |
| IWM | ISHARES TRrussell 2000 etf | $132,000 | +4.8% | 879 | 0.0% | 0.10% | 0.0% | |
| ORCL | Sell | ORACLE CORP | $130,000 | -2.3% | 2,175 | -9.6% | 0.09% | -7.9% |
| CRM | New | SALESFORCE COM INC | $126,000 | – | 500 | +100.0% | 0.09% | – |
| TJX | Sell | TJX COS INC NEW | $111,000 | -83.5% | 2,000 | -84.9% | 0.08% | -84.2% |
| PG | PROCTER & GAMBLE CO | $109,000 | +16.0% | 785 | 0.0% | 0.08% | +9.9% | |
| DES | Buy | WISDOMTREE TRus smallcap divd | $109,000 | 0.0% | 5,173 | +0.1% | 0.08% | -4.9% |
| DIS | Sell | DISNEY WALT CO | $106,000 | -52.0% | 851 | -57.2% | 0.08% | -54.5% |
| IUSG | ISHARES TRcore s&p us gwt | $104,000 | +11.8% | 1,300 | 0.0% | 0.08% | +7.1% | |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $103,000 | +106.0% | 750 | +50.0% | 0.07% | +94.7% |
| KO | Sell | COCA COLA CO | $103,000 | +5.1% | 2,092 | -4.6% | 0.07% | 0.0% |
| CAT | CATERPILLAR INC DEL | $102,000 | +17.2% | 685 | 0.0% | 0.07% | +10.6% | |
| EL | LAUDER ESTEE COS INCcl a | $101,000 | +14.8% | 465 | 0.0% | 0.07% | +7.5% | |
| WMT | WALMART INC | $99,000 | +16.5% | 709 | 0.0% | 0.07% | +10.9% | |
| VER | VEREIT INC | $98,000 | +1.0% | 15,129 | 0.0% | 0.07% | -4.1% | |
| JPST | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $97,000 | 0.0% | 1,911 | 0.0% | 0.07% | -4.1% | |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $98,000 | +18.1% | 624 | +7.8% | 0.07% | +11.1% |
| TIP | ISHARES TRtips bd etf | $96,000 | +3.2% | 757 | 0.0% | 0.07% | -1.4% | |
| GOOGL | ALPHABET INCcap stk cl a | $94,000 | +3.3% | 64 | 0.0% | 0.07% | -2.9% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $91,000 | +13.8% | 429 | -4.7% | 0.06% | +8.3% |
| BX | BLACKSTONE GROUP INC | $91,000 | -8.1% | 1,750 | 0.0% | 0.06% | -13.3% | |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $91,000 | – | 1,578 | +100.0% | 0.06% | – |
| TMO | THERMO FISHER SCIENTIFIC INC | $88,000 | +22.2% | 200 | 0.0% | 0.06% | +16.7% | |
| NEE | NEXTERA ENERGY INC | $83,000 | +15.3% | 300 | 0.0% | 0.06% | +9.3% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $82,000 | +7.9% | 1,421 | +0.1% | 0.06% | +3.5% |
| BLL | BALL CORP | $83,000 | +20.3% | 1,000 | 0.0% | 0.06% | +13.5% | |
| JPM | JPMORGAN CHASE & CO | $77,000 | +2.7% | 801 | 0.0% | 0.06% | -3.5% | |
| LMT | LOCKHEED MARTIN CORP | $76,000 | +4.1% | 199 | 0.0% | 0.05% | -1.8% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $75,000 | 0.0% | 953 | 0.0% | 0.05% | -5.3% | |
| VPU | VANGUARD WORLD FDSutilities etf | $74,000 | +4.2% | 571 | 0.0% | 0.05% | -1.9% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $72,000 | +9.1% | 421 | 0.0% | 0.05% | +4.0% | |
| IVW | ISHARES TRs&p 500 grwt etf | $71,000 | +10.9% | 308 | 0.0% | 0.05% | +6.2% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $71,000 | +14.5% | 1,500 | 0.0% | 0.05% | +8.5% | |
| KRG | KITE RLTY GROUP TR | $67,000 | 0.0% | 5,791 | 0.0% | 0.05% | -5.9% | |
| SBUX | STARBUCKS CORP | $64,000 | +16.4% | 750 | 0.0% | 0.05% | +9.5% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $64,000 | -4.5% | 1,112 | -15.0% | 0.05% | -9.8% |
| IWF | ISHARES TRrus 1000 grw etf | $63,000 | +12.5% | 290 | 0.0% | 0.04% | +7.1% | |
| MCD | MCDONALDS CORP | $61,000 | +17.3% | 280 | 0.0% | 0.04% | +12.8% | |
| BIIB | BIOGEN INC | $59,000 | +7.3% | 207 | 0.0% | 0.04% | 0.0% | |
| AEE | Sell | AMEREN CORP | $59,000 | -44.3% | 750 | -50.0% | 0.04% | -47.5% |
| BDX | BECTON DICKINSON & CO | $59,000 | -3.3% | 253 | 0.0% | 0.04% | -8.7% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $58,000 | +3.6% | 2,410 | 0.0% | 0.04% | 0.0% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $56,000 | +1.8% | 912 | 0.0% | 0.04% | -4.8% | |
| BA | BOEING CO | $56,000 | -9.7% | 338 | 0.0% | 0.04% | -14.9% | |
| BAC | Sell | BANK AMER CORP | $55,000 | -19.1% | 2,300 | -20.2% | 0.04% | -23.5% |
| TXN | TEXAS INSTRS INC | $54,000 | +12.5% | 380 | 0.0% | 0.04% | +8.3% | |
| FB | FACEBOOK INCcl a | $53,000 | +15.2% | 203 | 0.0% | 0.04% | +8.6% | |
| EFV | ISHARES TReafe value etf | $53,000 | 0.0% | 1,319 | 0.0% | 0.04% | -5.0% | |
| PEP | PEPSICO INC | $51,000 | +4.1% | 370 | 0.0% | 0.04% | 0.0% | |
| VSDA | VICTORY PORTFOLIOS II | $51,000 | +8.5% | 1,405 | 0.0% | 0.04% | +2.8% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $49,000 | -5.8% | 349 | 0.0% | 0.04% | -10.3% | |
| SRPT | SAREPTA THERAPEUTICS INC | $49,000 | -12.5% | 350 | 0.0% | 0.04% | -16.7% | |
| A | AGILENT TECHNOLOGIES INC | $49,000 | +14.0% | 488 | 0.0% | 0.04% | +6.1% | |
| PFE | Sell | PFIZER INC | $47,000 | -11.3% | 1,294 | -20.8% | 0.03% | -15.0% |
| COST | COSTCO WHSL CORP NEW | $48,000 | +17.1% | 134 | 0.0% | 0.03% | +9.7% | |
| ALL | ALLSTATE CORP | $47,000 | -2.1% | 500 | 0.0% | 0.03% | -5.6% | |
| MCHP | MICROCHIP TECHNOLOGY INC | $46,000 | -2.1% | 450 | 0.0% | 0.03% | -8.3% | |
| EFAS | GLOBAL X FDSmsci supdiv ea | $44,000 | 0.0% | 3,637 | 0.0% | 0.03% | -3.0% | |
| CVX | CHEVRON CORP NEW | $43,000 | -20.4% | 602 | 0.0% | 0.03% | -24.4% | |
| IJH | ISHARES TRcore s&p mcp etf | $42,000 | +5.0% | 224 | 0.0% | 0.03% | 0.0% | |
| HON | HONEYWELL INTL INC | $41,000 | +13.9% | 250 | 0.0% | 0.03% | +7.4% | |
| ETN | EATON CORP PLC | $41,000 | +17.1% | 400 | 0.0% | 0.03% | +11.5% | |
| ZTS | ZOETIS INCcl a | $39,000 | +21.9% | 234 | 0.0% | 0.03% | +16.7% | |
| CXP | COLUMBIA PPTY TR INC | $37,000 | -17.8% | 3,419 | 0.0% | 0.03% | -20.6% | |
| MS | MORGAN STANLEY | $38,000 | 0.0% | 794 | 0.0% | 0.03% | -6.9% | |
| ADBE | ADOBE INC | $38,000 | +11.8% | 78 | 0.0% | 0.03% | +3.8% | |
| FDX | FEDEX CORP | $38,000 | +81.0% | 150 | 0.0% | 0.03% | +68.8% | |
| GS | GOLDMAN SACHS GROUP INC | $37,000 | 0.0% | 185 | 0.0% | 0.03% | -3.6% | |
| NKE | NIKE INCcl b | $34,000 | +30.8% | 269 | 0.0% | 0.02% | +20.0% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $34,000 | +6.2% | 643 | 0.0% | 0.02% | 0.0% | |
| GILD | Sell | GILEAD SCIENCES INC | $32,000 | -23.8% | 500 | -9.1% | 0.02% | -28.1% |
| PNC | PNC FINL SVCS GROUP INC | $31,000 | +3.3% | 285 | 0.0% | 0.02% | -4.3% | |
| COF | CAPITAL ONE FINL CORP | $29,000 | +16.0% | 400 | 0.0% | 0.02% | +10.5% | |
| DGRW | WISDOMTREE TRus qtly div grt | $29,000 | +7.4% | 586 | 0.0% | 0.02% | +5.0% | |
| OTIS | OTIS WORLDWIDE CORP | $29,000 | +11.5% | 466 | 0.0% | 0.02% | +5.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $30,000 | 0.0% | 250 | 0.0% | 0.02% | -8.7% | |
| DUK | DUKE ENERGY CORP NEW | $29,000 | +7.4% | 332 | 0.0% | 0.02% | +5.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $29,000 | 0.0% | 835 | 0.0% | 0.02% | -4.5% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $30,000 | +25.0% | 48 | 0.0% | 0.02% | +16.7% | |
| CARR | CARRIER GLOBAL CORPORATION | $28,000 | +33.3% | 932 | 0.0% | 0.02% | +25.0% | |
| MTUM | ISHARES TRusa momentum fct | $28,000 | +12.0% | 190 | 0.0% | 0.02% | +5.3% | |
| LDOS | LEIDOS HLDGS INC | $26,000 | -3.7% | 290 | 0.0% | 0.02% | -5.0% | |
| CFO | VICTORY PORTFOLIOS II | $27,000 | +3.8% | 501 | 0.0% | 0.02% | -5.0% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $26,000 | +13.0% | 405 | 0.0% | 0.02% | +11.8% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $25,000 | +4.2% | 470 | 0.0% | 0.02% | 0.0% | |
| BMY | BRISTOL MYERS SQUIBB CO | $25,000 | +4.2% | 410 | 0.0% | 0.02% | 0.0% | |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $25,000 | – | 636 | +100.0% | 0.02% | – |
| IYM | ISHARES TRu.s. bas mtl etf | $25,000 | +8.7% | 253 | 0.0% | 0.02% | +5.9% | |
| PODD | INSULET CORP | $24,000 | +26.3% | 100 | 0.0% | 0.02% | +21.4% | |
| DTE | DTE ENERGY CO | $24,000 | +9.1% | 205 | 0.0% | 0.02% | 0.0% | |
| AMGN | AMGEN INC | $24,000 | +9.1% | 93 | 0.0% | 0.02% | 0.0% | |
| MRK | MERCK & CO INC | $24,000 | +4.3% | 292 | 0.0% | 0.02% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $24,000 | 0.0% | 243 | 0.0% | 0.02% | -5.6% | |
| SQ | SQUARE INCcl a | $22,000 | +57.1% | 135 | 0.0% | 0.02% | +45.5% | |
| PSP | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $22,000 | +4.8% | 1,980 | 0.0% | 0.02% | 0.0% | |
| WM | WASTE MGMT INC DEL | $22,000 | +10.0% | 192 | 0.0% | 0.02% | +6.7% | |
| SO | SOUTHERN CO | $22,000 | +4.8% | 400 | 0.0% | 0.02% | 0.0% | |
| SLYV | SPDR SERIES TRUSTs&p 600 smcp val | $23,000 | 0.0% | 466 | 0.0% | 0.02% | -5.9% | |
| CDL | Sell | VICTORY PORTFOLIOS II | $22,000 | -21.4% | 546 | -21.9% | 0.02% | -23.8% |
| QDEF | Buy | FLEXSHARES TRqlt div def idx | $22,000 | +4.8% | 498 | +0.6% | 0.02% | 0.0% |
| ACN | ACCENTURE PLC IRELAND | $22,000 | +4.8% | 98 | 0.0% | 0.02% | 0.0% | |
| USDU | Sell | WISDOMTREE TRblmbg us bull | $21,000 | -38.2% | 792 | -35.1% | 0.02% | -42.3% |
| ITW | ILLINOIS TOOL WKS INC | $21,000 | +10.5% | 110 | 0.0% | 0.02% | +7.1% | |
| JCI | JOHNSON CTLS INTL PLC | $20,000 | +17.6% | 501 | 0.0% | 0.01% | +7.7% | |
| ABT | ABBOTT LABS | $20,000 | +25.0% | 180 | 0.0% | 0.01% | +16.7% | |
| BAX | BAXTER INTL INC | $19,000 | -5.0% | 237 | 0.0% | 0.01% | -6.7% | |
| DELL | DELL TECHNOLOGIES INCcl c | $20,000 | +25.0% | 295 | 0.0% | 0.01% | +16.7% | |
| GE | GENERAL ELECTRIC CO | $20,000 | -9.1% | 3,225 | 0.0% | 0.01% | -17.6% | |
| HBI | HANESBRANDS INC | $19,000 | +35.7% | 1,200 | 0.0% | 0.01% | +27.3% | |
| KMB | KIMBERLY CLARK CORP | $20,000 | +5.3% | 137 | 0.0% | 0.01% | 0.0% | |
| EUSC | Buy | WISDOMTREE TReur hdg smlcap | $19,000 | 0.0% | 701 | +0.6% | 0.01% | 0.0% |
| VLUE | Sell | ISHARES TRedge msci usa vl | $18,000 | -10.0% | 239 | -11.8% | 0.01% | -13.3% |
| OGE | OGE ENERGY CORP | $18,000 | 0.0% | 600 | 0.0% | 0.01% | -7.1% | |
| GIS | GENERAL MLS INC | $18,000 | 0.0% | 289 | 0.0% | 0.01% | -7.1% | |
| USB | US BANCORP DEL | $18,000 | 0.0% | 500 | 0.0% | 0.01% | -7.1% | |
| IXJ | ISHARES TRglob hlthcre etf | $18,000 | 0.0% | 256 | 0.0% | 0.01% | -7.1% | |
| SDY | SPDR SERIES TRUSTs&p divid etf | $17,000 | +6.2% | 179 | 0.0% | 0.01% | 0.0% | |
| O | Sell | REALTY INCOME CORP | $17,000 | -37.0% | 273 | -38.8% | 0.01% | -40.0% |
| F | FORD MTR CO DEL | $17,000 | +6.2% | 2,627 | 0.0% | 0.01% | 0.0% | |
| VTV | VANGUARD INDEX FDSvalue etf | $17,000 | +6.2% | 163 | 0.0% | 0.01% | 0.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $16,000 | +6.7% | 289 | 0.0% | 0.01% | 0.0% | |
| CINF | CINCINNATI FINL CORP | $15,000 | +25.0% | 190 | 0.0% | 0.01% | +22.2% | |
| MYL | MYLAN N V | $15,000 | -6.2% | 1,000 | 0.0% | 0.01% | -8.3% | |
| SYY | SYSCO CORP | $16,000 | +14.3% | 258 | 0.0% | 0.01% | 0.0% | |
| VOO | VANGUARD INDEX FDS | $15,000 | +7.1% | 50 | 0.0% | 0.01% | 0.0% | |
| VO | VANGUARD INDEX FDSmid cap etf | $15,000 | +7.1% | 85 | 0.0% | 0.01% | 0.0% | |
| OMC | OMNICOM GROUP INC | $15,000 | -6.2% | 300 | 0.0% | 0.01% | -8.3% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $16,000 | +6.7% | 309 | 0.0% | 0.01% | 0.0% | |
| IYJ | ISHARES TRus industrials | $16,000 | +14.3% | 96 | 0.0% | 0.01% | 0.0% | |
| IBB | ISHARES TRnasdaq biotech | $16,000 | 0.0% | 120 | 0.0% | 0.01% | -8.3% | |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $15,000 | 0.0% | 418 | 0.0% | 0.01% | 0.0% | |
| BKNG | BOOKING HLDGS INC | $14,000 | +7.7% | 8 | 0.0% | 0.01% | 0.0% | |
| QCOM | QUALCOMM INC | $14,000 | +27.3% | 120 | 0.0% | 0.01% | +25.0% | |
| CMCSA | COMCAST CORP NEWcl a | $14,000 | +16.7% | 306 | 0.0% | 0.01% | +11.1% | |
| PPL | PPL CORP | $13,000 | +8.3% | 462 | 0.0% | 0.01% | 0.0% | |
| PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $12,000 | +9.1% | 200 | 0.0% | 0.01% | +12.5% | |
| IEFA | ISHARES TRcore msci eafe | $13,000 | +8.3% | 208 | 0.0% | 0.01% | 0.0% | |
| DHR | DANAHER CORPORATION | $13,000 | +18.2% | 61 | 0.0% | 0.01% | +12.5% | |
| SAIC | SCIENCE APPLICATNS INTL CP N | $13,000 | 0.0% | 165 | 0.0% | 0.01% | -10.0% | |
| SJM | SMUCKER J M CO | $13,000 | +8.3% | 114 | 0.0% | 0.01% | 0.0% | |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $13,000 | +30.0% | 200 | 0.0% | 0.01% | +12.5% | |
| PICK | ISHARES INCmsci gbl etf new | $11,000 | +10.0% | 421 | 0.0% | 0.01% | 0.0% | |
| ABBV | ABBVIE INC | $11,000 | -15.4% | 130 | 0.0% | 0.01% | -20.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $11,000 | 0.0% | 604 | 0.0% | 0.01% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $10,000 | -23.1% | 406 | 0.0% | 0.01% | -30.0% | |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $10,000 | 0.0% | 104 | 0.0% | 0.01% | -12.5% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $10,000 | 0.0% | 93 | 0.0% | 0.01% | -12.5% | |
| PLD | New | PROLOGIS INC. | $10,000 | – | 100 | +100.0% | 0.01% | – |
| KHC | KRAFT HEINZ CO | $10,000 | 0.0% | 326 | 0.0% | 0.01% | -12.5% | |
| WAT | WATERS CORP | $10,000 | +11.1% | 50 | 0.0% | 0.01% | 0.0% | |
| HAS | HASBRO INC | $10,000 | +11.1% | 124 | 0.0% | 0.01% | 0.0% | |
| AON | New | AON PLC | $10,000 | – | 50 | +100.0% | 0.01% | – |
| CDNS | CADENCE DESIGN SYSTEM INC | $10,000 | +11.1% | 95 | 0.0% | 0.01% | 0.0% | |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $10,000 | +11.1% | 313 | 0.0% | 0.01% | 0.0% | |
| MAT | Exit | MATTEL INC | $0 | – | -100 | -100.0% | -0.00% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -20 | -100.0% | -0.00% | – |
| MET | Exit | METLIFE INC | $0 | – | -37 | -100.0% | -0.00% | – |
| BMYRT | Exit | BRISTOL MYERS SQUIBB COright 99/99/9999 | $0 | – | -410 | -100.0% | -0.00% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -6 | -100.0% | -0.00% | – |
| GLNG | Exit | GOLAR LNG LTD BERMUDA | $0 | – | -100 | -100.0% | -0.00% | – |
| DNOW | Exit | NOW INC | $0 | – | -79 | -100.0% | -0.00% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -46 | -100.0% | -0.00% | – |
| DHS | Exit | WISDOMTREE TRus high dividend | $0 | – | -24 | -100.0% | -0.00% | – |
| MTB | Exit | M & T BK CORP | $0 | – | -14 | -100.0% | -0.00% | – |
| OTEX | Exit | OPEN TEXT CORP | $0 | – | -28 | -100.0% | -0.00% | – |
| REGL | Exit | PROSHARES TR | $0 | – | -20 | -100.0% | -0.00% | – |
| TDTF | Exit | FLEXSHARES TRiboxx 5yr trgt | $0 | – | -38 | -100.0% | -0.00% | – |
| ADNT | Exit | ADIENT PLC | $0 | – | -50 | -100.0% | -0.00% | – |
| IDOG | Exit | ALPS ETF TRintl sec dv dog | $0 | – | -41 | -100.0% | -0.00% | – |
| LUMN | Exit | CENTURYLINK INC | $0 | – | -62 | -100.0% | -0.00% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -16 | -100.0% | -0.00% | – |
| ETRN | Exit | EQUITRANS MIDSTREAM CORPORAT | $0 | – | -400 | -100.0% | -0.00% | – |
| VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -25 | -100.0% | -0.00% | – |
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -27 | -100.0% | -0.00% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -14 | -100.0% | -0.00% | – |
| NI | Exit | NISOURCE INC | $0 | – | -72 | -100.0% | -0.00% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -57 | -100.0% | -0.00% | – |
| JNPR | Exit | JUNIPER NETWORKS INC | $0 | – | -75 | -100.0% | -0.00% | – |
| KSS | Exit | KOHLS CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -18 | -100.0% | -0.00% | – |
| AWI | Exit | ARMSTRONG WORLD INDS INC NEW | $0 | – | -37 | -100.0% | -0.00% | – |
| ETR | Exit | ENTERGY CORP NEW | $0 | – | -22 | -100.0% | -0.00% | – |
| MJ | Exit | ETF MANAGERS TRetfmg altr hrvst | $0 | – | -271 | -100.0% | -0.00% | – |
| ROAM | Exit | LATTICE STRATEGIES TRhartfrd emrg etf | $0 | – | -148 | -100.0% | -0.00% | – |
| DOX | Exit | AMDOCS LTD | $0 | – | -51 | -100.0% | -0.00% | – |
| AGO | Exit | ASSURED GUARANTY LTD | $0 | – | -95 | -100.0% | -0.00% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -40 | -100.0% | -0.00% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -89 | -100.0% | -0.00% | – |
| CGW | Exit | INVESCO EXCHNG TRADED FD TRs&p gbl water | $0 | – | -74 | -100.0% | -0.00% | – |
| HUBB | Exit | HUBBELL INC | $0 | – | -25 | -100.0% | -0.00% | – |
| NEM | Exit | NEWMONT GOLDCORP CORPORATION | $0 | – | -36 | -100.0% | -0.00% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -60 | -100.0% | -0.00% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -28 | -100.0% | -0.00% | – |
| HUN | Exit | HUNTSMAN CORP | $0 | – | -159 | -100.0% | -0.00% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -35 | -100.0% | -0.00% | – |
| CDK | Exit | CDK GLOBAL INC | $0 | – | -83 | -100.0% | -0.00% | – |
| NVS | Exit | NOVARTIS A Gsponsored adr | $0 | – | -19 | -100.0% | -0.00% | – |
| STOR | Exit | STORE CAP CORP | $0 | – | -133 | -100.0% | -0.00% | – |
| FIVE | Exit | FIVE BELOW INC | $0 | – | -29 | -100.0% | -0.00% | – |
| SLQD | Exit | ISHARES TR0-5yr invt gr cp | $0 | – | -42 | -100.0% | -0.00% | – |
| NLY | Exit | ANNALY CAP MGMT INC | $0 | – | -500 | -100.0% | -0.00% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -73 | -100.0% | -0.00% | – |
| CP | Exit | CANADIAN PAC RY LTD | $0 | – | -13 | -100.0% | -0.00% | – |
| VTR | Exit | VENTAS INC | $0 | – | -53 | -100.0% | -0.00% | – |
| HXL | Exit | HEXCEL CORP NEW | $0 | – | -35 | -100.0% | -0.00% | – |
| NICE | Exit | NICE LTDsponsored adr | $0 | – | -17 | -100.0% | -0.00% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -50 | -100.0% | -0.00% | – |
| DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -20 | -100.0% | -0.00% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -117 | -100.0% | -0.00% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -35 | -100.0% | -0.00% | – |
| PJT | Exit | PJT PARTNERS INC | $0 | – | -43 | -100.0% | -0.00% | – |
| EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -36 | -100.0% | -0.00% | – |
| XEL | Exit | XCEL ENERGY INC | $0 | – | -38 | -100.0% | -0.00% | – |
| AVY | Exit | AVERY DENNISON CORP | $0 | – | -16 | -100.0% | -0.00% | – |
| LSXMK | Exit | LIBERTY MEDIA CORP DELAWARE | $0 | – | -65 | -100.0% | -0.00% | – |
| BWXT | Exit | BWX TECHNOLOGIES INC | $0 | – | -51 | -100.0% | -0.00% | – |
| HRC | Exit | HILL ROM HLDGS INC | $0 | – | -32 | -100.0% | -0.00% | – |
| ZBH | Exit | ZIMMER BIOMET HLDGS INC | $0 | – | -32 | -100.0% | -0.00% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -61 | -100.0% | -0.00% | – |
| UI | Exit | UBIQUITI INC | $0 | – | -25 | -100.0% | -0.00% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -37 | -100.0% | -0.00% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -46 | -100.0% | -0.00% | – |
| HELE | Exit | HELEN OF TROY CORP LTD | $0 | – | -20 | -100.0% | -0.00% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -54 | -100.0% | -0.00% | – |
| WWD | Exit | WOODWARD INC | $0 | – | -47 | -100.0% | -0.00% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -35 | -100.0% | -0.00% | – |
| BOOM | Exit | DMC GLOBAL INC | $0 | – | -150 | -100.0% | -0.00% | – |
| PFM | Exit | INVESCO EXCHANGE TRADED FD Tdivid achievev | $0 | – | -130 | -100.0% | -0.00% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -50 | -100.0% | -0.00% | – |
| PZA | Exit | INVESCO EXCHNG TRADED FD TRnatl amt muni | $0 | – | -202 | -100.0% | -0.00% | – |
| RYE | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $0 | – | -165 | -100.0% | -0.00% | – |
| NLOK | Exit | NORTONLIFELOCK INC | $0 | – | -268 | -100.0% | -0.00% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -28 | -100.0% | -0.00% | – |
| LBRDK | Exit | LIBERTY BROADBAND CORP | $0 | – | -41 | -100.0% | -0.00% | – |
| DECK | Exit | DECKERS OUTDOOR CORP | $0 | – | -24 | -100.0% | -0.00% | – |
| BTAL | Exit | AGF INVESTMENTS TRUSTagfiq us mk anti | $0 | – | -225 | -100.0% | -0.00% | – |
| YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -94 | -100.0% | -0.00% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -131 | -100.0% | -0.00% | – |
| FAF | Exit | FIRST AMERN FINL CORP | $0 | – | -94 | -100.0% | -0.00% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -20 | -100.0% | -0.00% | – |
| SMB | Exit | VANECK VECTORS ETF TRUSTamt free short m | $0 | – | -294 | -100.0% | -0.00% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -37 | -100.0% | -0.00% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -115 | -100.0% | -0.01% | – |
| BAH | Exit | BOOZ ALLEN HAMILTON HLDG CORcl a | $0 | – | -73 | -100.0% | -0.01% | – |
| KKR | Exit | KKR & CO INCcl a | $0 | – | -200 | -100.0% | -0.01% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -51 | -100.0% | -0.01% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -45 | -100.0% | -0.01% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -12 | -100.0% | -0.01% | – |
| XLNX | Exit | XILINX INC | $0 | – | -73 | -100.0% | -0.01% | – |
| MTH | Exit | MERITAGE HOMES CORP | $0 | – | -86 | -100.0% | -0.01% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -105 | -100.0% | -0.01% | – |
| ADS | Exit | ALLIANCE DATA SYSTEMS CORP | $0 | – | -150 | -100.0% | -0.01% | – |
| MLM | Exit | MARTIN MARIETTA MATLS INC | $0 | – | -34 | -100.0% | -0.01% | – |
| EQT | Exit | EQT CORP | $0 | – | -500 | -100.0% | -0.01% | – |
| FTNT | Exit | FORTINET INC | $0 | – | -44 | -100.0% | -0.01% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -40 | -100.0% | -0.01% | – |
| AAXJ | Exit | ISHARES TRmsci ac asia etf | $0 | – | -90 | -100.0% | -0.01% | – |
| POST | Exit | POST HLDGS INC | $0 | – | -64 | -100.0% | -0.01% | – |
| AME | Exit | AMETEK INC NEW | $0 | – | -80 | -100.0% | -0.01% | – |
| BCE | Exit | BCE INC | $0 | – | -170 | -100.0% | -0.01% | – |
| IOO | Exit | ISHARES TRglobal 100 etf | $0 | – | -142 | -100.0% | -0.01% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -35 | -100.0% | -0.01% | – |
| SUI | Exit | SUN CMNTYS INC | $0 | – | -47 | -100.0% | -0.01% | – |
| AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -75 | -100.0% | -0.01% | – |
| PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -171 | -100.0% | -0.01% | – |
| XSLV | Exit | INVESCO EXCHANGE-TRADED FD Ts&p smlcp low | $0 | – | -243 | -100.0% | -0.01% | – |
| FISV | Exit | FISERV INC | $0 | – | -79 | -100.0% | -0.01% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -28 | -100.0% | -0.01% | – |
| CI | Exit | CIGNA CORP NEW | $0 | – | -42 | -100.0% | -0.01% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -330 | -100.0% | -0.01% | – |
| MFC | Exit | MANULIFE FINL CORP | $0 | – | -594 | -100.0% | -0.01% | – |
| GLDM | Exit | WORLD GOLD TRspdr gld minis | $0 | – | -479 | -100.0% | -0.01% | – |
| TXT | Exit | TEXTRON INC | $0 | – | -259 | -100.0% | -0.01% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -178 | -100.0% | -0.01% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -250 | -100.0% | -0.01% | – |
| DEO | Exit | DIAGEO P L Cspon adr new | $0 | – | -80 | -100.0% | -0.01% | – |
| C | Exit | CITIGROUP INC | $0 | – | -202 | -100.0% | -0.01% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -148 | -100.0% | -0.01% | – |
| IYK | Exit | ISHARES TRu.s. cnsm gd etf | $0 | – | -99 | -100.0% | -0.01% | – |
| FXI | Exit | ISHARES TRchina lg-cap etf | $0 | – | -367 | -100.0% | -0.01% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -359 | -100.0% | -0.01% | – |
| XMLV | Exit | INVESCO EXCHANGE-TRADED FD Ts&p midcp low | $0 | – | -488 | -100.0% | -0.02% | – |
| TER | Exit | TERADYNE INC | $0 | – | -265 | -100.0% | -0.02% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -300 | -100.0% | -0.02% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -1,301 | -100.0% | -0.03% | – |
| EWG | Exit | ISHARES INCmsci germany etf | $0 | – | -2,595 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 18.2% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 9.9% |
| ISHARES TR | 16 | Q3 2023 | 8.6% |
| ISHARES TR | 16 | Q3 2023 | 7.5% |
| ISHARES INC | 16 | Q3 2023 | 5.8% |
| ISHARES TR | 16 | Q3 2023 | 5.2% |
| VISA INC | 16 | Q3 2023 | 4.3% |
| ISHARES TR | 16 | Q3 2023 | 6.7% |
| ISHARES TR | 16 | Q3 2023 | 3.7% |
| LATTICE STRATEGIES TR | 16 | Q3 2023 | 3.4% |
View Sowa Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-27 |
View Sowa Financial Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.