Souders Financial Advisors Portfolio Holdings

Souders Financial Advisors

  • $683 Million
  • Q3 2024

Souders Financial Advisors has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $683 Million distributed in 172 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 $53.6M, Vanguard Index Fds S&P 500 ETF with a value of $50.2M, Vanguard Star Fd Vanguard Tota with a value of $29.2M, Capital Group Divid Value ETF with a value of $26.4M, and Capital Group Core Equity ETF with a value of $25.6M.

Examining the 13F form we can see an increase of $44.6M in the current position value, from $639M to 683M.

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

Portfolio value $683 Million
ETFs: $382 Million
Technology: $53.9 Million
Healthcare: $38.2 Million
Financial Services: $36.9 Million
Industrials: $36.7 Million
Consumer Defensive: $32.3 Million
Consumer Cyclical: $23.8 Million
Communication Services: $16.9 Million
Other: $27.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.6 Million 7.85% of portfolio
2,318,191
Q3 2024 Added 7.6%
$0
$50.2 Million 7.34% of portfolio
95,062
Q3 2024 Added 32.36%
$0
$29.2 Million 4.28% of portfolio
451,398
Q3 2024 Added 2.42%
$0
$26.4 Million 3.86% of portfolio
723,742
Q3 2024 Reduced 0.6%
$0
$25.6 Million 3.75% of portfolio
747,042
Q3 2024 Reduced 0.9%
$0
$24.2 Million 3.54% of portfolio
286,404
Q3 2024 Reduced 8.53%
$418B
$23.1 Million 3.38% of portfolio
133,465
Q3 2024 Reduced 1.79%
$0
$22.5 Million 3.3% of portfolio
222,389
Q3 2024 Reduced 11.66%
$0
$18 Million 2.64% of portfolio
172,980
Q3 2024 Reduced 7.78%
$3.69T
$17.1 Million 2.51% of portfolio
73,487
Q3 2024 Reduced 4.57%
$0
$15.5 Million 2.27% of portfolio
305,456
Q3 2024 Added 6.82%
$0
$14.9 Million 2.18% of portfolio
319,231
Q3 2024 Added 55.51%
$0
$13.7 Million 2.01% of portfolio
525,047
Q3 2024 Reduced 3.02%
$3.11T
$12.1 Million 1.78% of portfolio
28,197
Q3 2024 Reduced 0.01%
$0
$11.5 Million 1.69% of portfolio
426,966
Q3 2024 Reduced 10.08%
$0
$11.5 Million 1.69% of portfolio
223,805
Q3 2024 Added 3.05%
$0
$9.28 Million 1.36% of portfolio
50,938
Q3 2024 Added 1.02%
$0
$8.46 Million 1.24% of portfolio
213,440
Q3 2024 Reduced 4.66%
$0
$8 Million 1.17% of portfolio
265,452
Q3 2024 Added 6.62%
$729B
$7.78 Million 1.14% of portfolio
36,897
Q3 2024 Reduced 2.67%
$66.5B
$7.75 Million 1.13% of portfolio
44,911
Q3 2024 Added 786.87%
$0
$7.64 Million 1.12% of portfolio
126,465
Q3 2024 Added 6.46%
$0
$7.67 Million 1.12% of portfolio
220,400
Q3 2024 Added 0.21%
$0
$7.45 Million 1.09% of portfolio
180,909
Q3 2024 Added 17.54%
$430B
$6.98 Million 1.02% of portfolio
17,227
Q3 2024 Added 1.89%
$553B
$6.74 Million 0.99% of portfolio
11,521
Q3 2024 Added 0.52%
$64.4B
$6.28 Million 0.92% of portfolio
78,012
Q3 2024 Reduced 3.2%
$0
$6.03 Million 0.88% of portfolio
90,630
Q3 2024 Added 1.63%
$507B
$6.04 Million 0.88% of portfolio
21,985
Q3 2024 Added 1.81%
$2.01T
$5.88 Million 0.86% of portfolio
31,572
Q3 2024 Added 0.26%
$1.01T
$5.67 Million 0.83% of portfolio
33,889
Q3 2024 Reduced 2.36%
$198B
$5.6 Million 0.82% of portfolio
29,705
Q3 2024 Added 39.37%
$158B
$4.89 Million 0.72% of portfolio
15,174
Q3 2024 Added 7.74%
$206B
$4.81 Million 0.7% of portfolio
42,193
Q3 2024 Reduced 2.48%
$237B
$4.73 Million 0.69% of portfolio
39,759
Q3 2024 Added 0.16%
$0
$4.7 Million 0.69% of portfolio
40,164
Q3 2024 Reduced 50.33%
$62.5B
$4.54 Million 0.66% of portfolio
90,919
Q3 2024 Added 440.57%
$178B
$4.48 Million 0.66% of portfolio
37,009
Q3 2024 Reduced 0.47%
$313B
$4.41 Million 0.65% of portfolio
22,340
Q3 2024 Added 1.9%
$214B
$4.31 Million 0.63% of portfolio
14,160
Q3 2024 Added 235.55%
$0
$4.21 Million 0.62% of portfolio
213,479
Q3 2024 Added 3.49%
$1.27T
$4.18 Million 0.61% of portfolio
7,308
Q3 2024 Added 17.51%
$113B
$4.13 Million 0.6% of portfolio
18,529
Q3 2024 Reduced 0.27%
$50.4B
$4.08 Million 0.6% of portfolio
85,817
Q3 2024 Added 0.46%
$84.9B
$4.09 Million 0.6% of portfolio
22,122
Q3 2024 Reduced 1.28%
$10.5B
$4.05 Million 0.59% of portfolio
104,572
Q3 2024 Reduced 1.1%
$149B
$3.95 Million 0.58% of portfolio
16,047
Q3 2024 Added 1,032.46%
$0
$3.95 Million 0.58% of portfolio
201,964
Q3 2024 Added 3.65%
$0
$3.9 Million 0.57% of portfolio
188,802
Q3 2024 Added 4.34%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $683 Million
  • Prior Value $639 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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