Souders Financial Advisors Portfolio Holdings

Souders Financial Advisors

  • $641 Million
  • Q1 2025

Souders Financial Advisors has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $641 Million distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $60.1M, Vanguard Index Fds S&P 500 ETF with a value of $46.9M, Capital Group Divid Value ETF with a value of $43.1M, Vanguard Star Fd Vanguard Tota with a value of $32.3M, and Capital Group Core Equity ETF with a value of $29.4M.

Examining the 13F form we can see an decrease of $20.4M in the current position value, from $661M to 641M.

Below you can find more details about Souders Financial Advisors portfolio as well as his latest detailed transactions.

Portfolio value $641 Million
ETFs: $411 Million
Technology: $41.2 Million
Financial Services: $32.2 Million
Consumer Defensive: $29.8 Million
Healthcare: $21.2 Million
Industrials: $19.5 Million
Consumer Cyclical: $17.8 Million
Communication Services: $14.2 Million
Other: $14 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$60.1 Million 9.38% of portfolio
2,678,280
Q1 2025 Added 7.29%
$0
$46.9 Million 7.32% of portfolio
91,279
Q1 2025 Reduced 6.14%
$0
$43.1 Million 6.72% of portfolio
1,208,802
Q1 2025 Added 23.06%
$0
$32.3 Million 5.04% of portfolio
519,970
Q1 2025 Added 7.49%
$0
$29.4 Million 4.59% of portfolio
881,268
Q1 2025 Added 8.2%
$0
$26.3 Million 4.11% of portfolio
941,678
Q1 2025 Added 7.71%
$364B
$21.8 Million 3.4% of portfolio
127,803
Q1 2025 Reduced 1.08%
$0
$20.9 Million 3.26% of portfolio
457,335
Q1 2025 Added 29.19%
$0
$19.2 Million 2.99% of portfolio
193,925
Q1 2025 Reduced 14.08%
$0
$18.7 Million 2.92% of portfolio
369,446
Q1 2025 Added 8.65%
$0
$16.9 Million 2.63% of portfolio
688,423
Q1 2025 Added 43.55%
$0
$16.8 Million 2.61% of portfolio
669,065
Q1 2025 Reduced 0.17%
$3.35T
$13 Million 2.04% of portfolio
58,730
Q1 2025 Reduced 5.03%
$0
$12.9 Million 2.01% of portfolio
74,680
Q1 2025 Added 81.14%
$0
$11.3 Million 1.77% of portfolio
331,274
Q1 2025 Added 23.14%
$0
$11.2 Million 1.74% of portfolio
151,818
Q1 2025 Added 5.88%
$0
$9.42 Million 1.47% of portfolio
158,657
Q1 2025 Added 11.97%
$0
$8.84 Million 1.38% of portfolio
312,168
Q1 2025 Added 7.26%
$0
$8.85 Million 1.38% of portfolio
217,016
Q1 2025 Added 12.11%
$3.75T
$8.59 Million 1.34% of portfolio
22,881
Q1 2025 Reduced 9.39%
$0
$7.68 Million 1.2% of portfolio
42,174
Q1 2025 Reduced 7.67%
$2.3T
$5.79 Million 0.9% of portfolio
30,436
Q1 2025 Reduced 1.45%
$847B
$5.57 Million 0.87% of portfolio
22,694
Q1 2025 Reduced 23.66%
$0
$5.02 Million 0.78% of portfolio
256,496
Q1 2025 Added 10.86%
$1.62T
$4.88 Million 0.76% of portfolio
8,470
Q1 2025 Added 9.09%
$112B
$4.9 Million 0.76% of portfolio
29,269
Q1 2025 Reduced 21.67%
$573B
$4.8 Million 0.75% of portfolio
13,704
Q1 2025 Reduced 24.15%
$0
$4.7 Million 0.73% of portfolio
241,045
Q1 2025 Added 10.61%
$0
$4.55 Million 0.71% of portfolio
78,007
Q1 2025 New
$379B
$4.35 Million 0.68% of portfolio
11,858
Q1 2025 Reduced 17.64%
$23.8B
$4.29 Million 0.67% of portfolio
29,056
Q1 2025 Reduced 0.32%
$1.11T
$4.25 Million 0.66% of portfolio
27,229
Q1 2025 Reduced 7.47%
$0
$3.58 Million 0.56% of portfolio
193,121
Q1 2025 Added 12.41%
$0
$3.58 Million 0.56% of portfolio
176,115
Q1 2025 Added 15.42%
$281B
$3.52 Million 0.55% of portfolio
6,713
Q1 2025 Reduced 28.68%
$409B
$3.41 Million 0.53% of portfolio
31,466
Q1 2025 Added 18.37%
$219B
$3.36 Million 0.52% of portfolio
25,386
Q1 2025 Reduced 22.48%
$0
$3.08 Million 0.48% of portfolio
185,652
Q1 2025 New
$287B
$2.99 Million 0.47% of portfolio
14,919
Q1 2025 Reduced 29.64%
$231B
$2.85 Million 0.45% of portfolio
21,511
Q1 2025 Reduced 32.85%
$0
$2.59 Million 0.4% of portfolio
120,220
Q1 2025 Reduced 47.25%
$339B
$2.45 Million 0.38% of portfolio
11,690
Q1 2025 Reduced 31.54%
$760B
$2.39 Million 0.37% of portfolio
2,890
Q1 2025 Reduced 2.63%
$222B
$2.22 Million 0.35% of portfolio
7,109
Q1 2025 Reduced 30.94%
$64.1B
$2.2 Million 0.34% of portfolio
34,777
Q1 2025 Reduced 40.31%
$106B
$2.14 Million 0.33% of portfolio
8,783
Q1 2025 Reduced 35.66%
$159B
$1.92 Million 0.3% of portfolio
6,163
Q1 2025 Reduced 42.91%
$99.6B
$1.94 Million 0.3% of portfolio
7,304
Q1 2025 Reduced 10.82%
$260B
$1.86 Million 0.29% of portfolio
6,913
Q1 2025 Added 65.34%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $641 Million
  • Prior Value $661 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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