Sowa-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FNDA",
  "T",
  "AWF",
  null,
  null,
  null,
  null,
  "PDM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AAPL",
  "NVDA",
  "VZ",
  null,
  null,
  null,
  "ES",
  "V",
  null,
  null,
  "DGRO",
  null,
  "MO",
  "ITOT"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 29
Total Value: 152259
Accession Number: 0001806226-25-000002
Form Type: 13F-HR
CIK: sowa-financial-group
Manager Name: Sowa-Financial-Group

Data Enrichment

41% identified

12 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

29 positions • $152.3K total value

SEC FilingSEC DataHachi Filing

Manager:

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ALTRIA GROUP, INC.

MO|02209S103

Shares:11.1K

Value:$666.0K

% of Portfolio:437.4% ($666.0K/$152.3K)

EVERSOURCE ENERGY

ES|30040W108

Shares:10.7K

Value:$665.0K

% of Portfolio:436.8% ($665.0K/$152.3K)

46140H106

Shares:21.7K

Value:$571.0K

% of Portfolio:375.0% ($571.0K/$152.3K)

97717W844

Shares:14.3K

Value:$509.0K

% of Portfolio:334.3% ($509.0K/$152.3K)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:11.0K

Value:$498.0K

% of Portfolio:327.1% ($498.0K/$152.3K)

808524763

FNDA|808524763

Shares:16.6K

Value:$455.0K

% of Portfolio:298.8% ($455.0K/$152.3K)

92647X830

Shares:11.1K

Value:$381.0K

% of Portfolio:250.2% ($381.0K/$152.3K)

Piedmont Office Realty Trust, Inc.

PDM|720190206

Shares:47.7K

Value:$351.0K

% of Portfolio:230.5% ($351.0K/$152.3K)

AT&T INC.

T|00206R102

Shares:10.5K

Value:$297.0K

% of Portfolio:195.1% ($297.0K/$152.3K)

Instrument	Shares		Other Manager	Value	% of Portfolio
ALTRIA GROUP, INC.(MOcusip02209S103)	11.1K	QoQ +0.89% (+98) YoY +4.20% (+448)	All Managers (Combined)	$666.0K	437.4% ($666.0K/$152.3K)	QoQ +15.82% (+$0) YoY +54.88% (+$0)
EVERSOURCE ENERGY(EScusip30040W108)	10.7K	QoQ +1.22% (+130) YoY -13.80% (-1.7K)	All Managers (Combined)	$665.0K	436.8% ($665.0K/$152.3K)	QoQ +9.55% (+$0) YoY -13.18% (-$0)
(cusip46140H106)✕	21.7K	QoQ +5.92% (+1.2K) YoY -71.94% (-55.6K)	All Managers (Combined)	$571.0K	375.0% ($571.0K/$152.3K)	QoQ +4.96% (+$0) YoY -64.37% (-$1)
(cusip97717W844)✕	14.3K	QoQ +9.19% (+1.2K) YoY NEW(+14.3K)	All Managers (Combined)	$509.0K	334.3% ($509.0K/$152.3K)	QoQ +8.29% (+$0) YoY NEW(+$1)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	11.0K	QoQ +0.80% (+88) YoY +1.91% (+206)	All Managers (Combined)	$498.0K	327.1% ($498.0K/$152.3K)	QoQ +14.22% (+$0) YoY +22.66% (+$0)
(FNDAcusip808524763)	16.6K	QoQ -1.83% (-310) YoY NEW(+16.6K)	All Managers (Combined)	$455.0K	298.8% ($455.0K/$152.3K)	QoQ -9.54% (-$0) YoY NEW(+$0)
(cusip92647X830)✕	11.1K	QoQ NEW(+11.1K) YoY NEW(+11.1K)	All Managers (Combined)	$381.0K	250.2% ($381.0K/$152.3K)	QoQ NEW(+$0) YoY NEW(+$0)
Piedmont Office Realty Trust, Inc.(PDMcusip720190206)	47.7K	QoQ -21.31% (-12.9K) YoY -78.25% (-171.6K)	All Managers (Combined)	$351.0K	230.5% ($351.0K/$152.3K)	QoQ -36.75% (-$0) YoY -77.48% (-$1)
AT&T INC.(Tcusip00206R102)	10.5K	QoQ +0.44% (+46) YoY -19.70% (-2.6K)	All Managers (Combined)	$297.0K	195.1% ($297.0K/$152.3K)	QoQ +24.78% (+$0) YoY +35.61% (-$0)