Sowa Financial Group, Inc.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Sowa Financial Group, Inc.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | FBCG | FIDELITY COVINGTON TRUST | 14.94% | 30.156 M $ | 601668 | 2024/06/30 | -2.817 M $ | -8.61 % |
| 2026/03/31 | IAU | ISHARES GOLD TR | 12.97% | 26.178 M $ | 296941 | 2021/09/30 | 2.772 M $ | 8.61 % |
| 2026/03/31 | PVAL | PUTNAM ETF TRUST | 12.92% | 26.067 M $ | 561792 | 2024/06/30 | 473.942 K $ | 1.82 % |
| 2026/03/31 | AAPL | APPLE INC | 12.06% | 24.338 M $ | 95899 | 2019/12/31 | -1.783 M $ | -6.65 % |
| 2026/03/31 | HGER | HARBOR ETF TRUST | 11.99% | 24.199 M $ | 780366 | 2024/06/30 | 3.482 M $ | 24.94 % |
| 2026/03/31 | FELV | FIDELITY COVINGTON TRUST | 11.21% | 22.629 M $ | 648222 | 2024/09/30 | 162.017 K $ | 0.72 % |
| 2026/03/31 | VFLO | VICTORY PORTFOLIOS II | 6.28% | 12.669 M $ | 320901 | 2025/03/31 | 1.223 K $ | 0.25 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 2.83% | 5.717 M $ | 32780 | 2024/06/30 | -404.732 K $ | -6.49 % |
| 2026/03/31 | V | VISA INC | 1.79% | 3.618 M $ | 11969 | 2019/12/31 | -587.359 K $ | -13.82 % |
| 2026/03/31 | IYH | ISHARES TR | 1.75% | 3.540 M $ | 57422 | 2019/12/31 | -201.340 K $ | -5.32 % |
| 2026/03/31 | ROL | ROLLINS INC | 1.45% | 2.927 M $ | 54804 | 2025/12/31 | -361.091 K $ | -11.01 % |
| 2026/03/31 | HDV | ISHARES TR | 1.40% | 2.824 M $ | 20806 | 2019/12/31 | 308.261 K $ | 11.60 % |
| 2026/03/31 | ITOT | ISHARES TR | 1.12% | 2.255 M $ | 15831 | 2019/12/31 | -104.147 K $ | -4.21 % |
| 2026/03/31 | DGRO | ISHARES TR | 1.07% | 2.151 M $ | 30655 | 2019/12/31 | 23.534 K $ | 1.09 % |
| 2026/03/31 | PFF | ISHARES TR | 0.75% | 1.513 M $ | 49906 | 2019/12/31 | -34.591 K $ | -2.07 % |
| 2026/03/31 | IGE | ISHARES TR | 0.74% | 1.484 M $ | 23575 | 2019/12/31 | 368.606 K $ | 25.39 % |
| 2026/03/31 | XLE | SELECT SECTOR SPDR TR | 0.69% | 1.389 M $ | 22667 | 2019/12/31 | 380.931 K $ | 37.02 % |
| 2026/03/31 | MUB | ISHARES TR | 0.53% | 1.064 M $ | 10021 | 2025/12/31 | -9.602 K $ | -0.90 % |
| 2026/03/31 | AWF | ALLIANCEBERNSTEIN GLOBAL HIG | 0.53% | 1.064 M $ | 104591 | 2021/12/31 | -57.082 K $ | -4.86 % |
| 2026/03/31 | MO | ALTRIA GROUP INC | 0.36% | 734.000 K $ | 11116 | 2023/03/31 | 95.986 K $ | 14.46 % |
| 2026/03/31 | DNL | WISDOMTREE TR | 0.35% | 711.000 K $ | 17608 | 2024/12/31 | -14.370 K $ | -2.06 % |
| 2026/03/31 | RODM | LATTICE STRATEGIES TR | 0.34% | 685.000 K $ | 17371 | 2019/12/31 | 52.508 K $ | 6.60 % |
| 2026/03/31 | JPST | J P MORGAN EXCHANGE TRADED F | 0.32% | 654.000 K $ | 12916 | 2025/06/30 | 260.000 $ | 0.04 % |
| 2026/03/31 | VZ | VERIZON COMMUNICATIONS INC | 0.28% | 568.000 K $ | 11315 | 2019/12/31 | 106.367 K $ | 23.22 % |
| 2026/03/31 | EPI | WISDOMTREE TR | 0.28% | 561.000 K $ | 13748 | 2024/06/30 | -76.931 K $ | -11.85 % |
| 2026/03/31 | FNDA | SCHWAB STRATEGIC TR | 0.25% | 504.000 K $ | 15544 | 2024/12/31 | 14.548 K $ | 2.92 % |
| 2026/03/31 | XLU | SELECT SECTOR SPDR TR | 0.25% | 497.000 K $ | 10827 | 2025/12/31 | 48.374 K $ | 7.50 % |
| 2026/03/31 | FMDE | FIDELITY COVINGTON TRUST | 0.23% | 470.000 K $ | 13080 | 2025/12/31 | -4.875 K $ | -1.16 % |
| 2026/03/31 | MFS ACTIVE EXCHANGE TRADED F | 0.17% | 339.000 K $ | 12523 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | T | AT&T INC | 0.15% | 306.000 K $ | 10542 | 2019/12/31 | 43.570 K $ | 16.69 % |
| 2026/03/31 | DVYE | ISHARES TR | 0.00% | 0.000 $ | 0 | 2019/12/31 | 0.000 $ | 0.00 % |