Souders Financial Advisors Portfolio Holdings

Souders Financial Advisors

  • $697 Million
  • Q2 2025

Souders Financial Advisors has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $697 Million distributed in 200 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 $63.3M, Vanguard Index Fds S&P 500 ETF with a value of $53.8M, Capital Group Divid Value ETF with a value of $51.3M, Vanguard Star Fd Vanguard Tota with a value of $36.8M, and Capital Group Core Equity ETF with a value of $34.4M.

Examining the 13F form we can see an increase of $56.7M in the current position value, from $641M to 697M.

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

Portfolio value $697 Million
ETFs: $452 Million
Technology: $50.5 Million
Financial Services: $33.9 Million
Consumer Defensive: $27.4 Million
Industrials: $20.8 Million
Consumer Cyclical: $19 Million
Communication Services: $17.4 Million
Healthcare: $16.1 Million
Other: $12.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$63.3 Million 9.07% of portfolio
2,811,977
Q2 2025 Added 4.99%
$0
$53.8 Million 7.71% of portfolio
94,673
Q2 2025 Added 3.72%
$0
$51.3 Million 7.35% of portfolio
1,298,522
Q2 2025 Added 7.42%
$0
$36.8 Million 5.28% of portfolio
532,757
Q2 2025 Added 2.46%
$0
$34.4 Million 4.94% of portfolio
932,782
Q2 2025 Added 5.85%
$0
$26 Million 3.73% of portfolio
982,022
Q2 2025 Added 4.28%
$0
$22.6 Million 3.24% of portfolio
493,951
Q2 2025 Added 8.01%
$0
$20.1 Million 2.88% of portfolio
688,474
Q2 2025 Added 2.9%
$0
$20.1 Million 2.88% of portfolio
740,699
Q2 2025 Added 7.59%
$0
$19.6 Million 2.81% of portfolio
386,692
Q2 2025 Added 4.67%
$0
$19.4 Million 2.79% of portfolio
195,848
Q2 2025 Added 0.99%
$368B
$19.4 Million 2.78% of portfolio
121,628
Q2 2025 Reduced 4.83%
$0
$14.8 Million 2.13% of portfolio
83,891
Q2 2025 Added 12.33%
$0
$14.8 Million 2.12% of portfolio
364,518
Q2 2025 Added 10.04%
$0
$13.7 Million 1.97% of portfolio
302,768
Q2 2025 Added 6.14%
$3.95T
$11.9 Million 1.71% of portfolio
24,014
Q2 2025 Added 4.95%
$0
$11.1 Million 1.59% of portfolio
150,686
Q2 2025 Reduced 0.75%
$0
$10.6 Million 1.52% of portfolio
330,947
Q2 2025 Added 6.02%
$0
$10.1 Million 1.45% of portfolio
169,160
Q2 2025 Added 6.62%
$0
$9.46 Million 1.36% of portfolio
222,231
Q2 2025 Added 2.4%
$127B
$8.09 Million 1.16% of portfolio
29,364
Q2 2025 Added 0.32%
$0
$7.88 Million 1.13% of portfolio
43,270
Q2 2025 Added 2.6%
$1.78T
$6.82 Million 0.98% of portfolio
9,239
Q2 2025 Added 9.08%
$2.26T
$6.32 Million 0.91% of portfolio
28,788
Q2 2025 Reduced 5.41%
$859B
$6.18 Million 0.89% of portfolio
21,320
Q2 2025 Reduced 6.05%
$456B
$5.75 Million 0.82% of portfolio
36,419
Q2 2025 Added 15.74%
$0
$5.24 Million 0.75% of portfolio
266,894
Q2 2025 Added 4.05%
$0
$5.07 Million 0.73% of portfolio
81,674
Q2 2025 Added 4.7%
$0
$4.93 Million 0.71% of portfolio
252,482
Q2 2025 Added 4.74%
$1.24T
$4.58 Million 0.66% of portfolio
25,799
Q2 2025 Reduced 5.25%
$551B
$4.48 Million 0.64% of portfolio
12,622
Q2 2025 Reduced 7.9%
$24.1B
$4.29 Million 0.62% of portfolio
28,825
Q2 2025 Reduced 0.8%
$405B
$4.11 Million 0.59% of portfolio
11,223
Q2 2025 Reduced 5.36%
$229B
$3.85 Million 0.55% of portfolio
26,380
Q2 2025 Added 3.92%
$0
$3.82 Million 0.55% of portfolio
186,475
Q2 2025 Added 5.88%
$0
$3.81 Million 0.55% of portfolio
203,734
Q2 2025 Added 5.5%
$0
$3.54 Million 0.51% of portfolio
211,249
Q2 2025 Added 13.79%
$306B
$3.49 Million 0.5% of portfolio
13,546
Q2 2025 Reduced 9.2%
$0
$2.35 Million 0.34% of portfolio
98,485
Q2 2025 Reduced 18.08%
$229B
$2.36 Million 0.34% of portfolio
17,348
Q2 2025 Reduced 19.35%
$608B
$2.31 Million 0.33% of portfolio
2,959
Q2 2025 Added 2.39%
$1.21T
$2.2 Million 0.32% of portfolio
12,468
Q2 2025 Added 16.83%
$55B
$2.16 Million 0.31% of portfolio
29,577
Q2 2025 Reduced 14.95%
$545B
$2.02 Million 0.29% of portfolio
1,506
Q2 2025 Reduced 2.08%
$254B
$2 Million 0.29% of portfolio
2,825
Q2 2025 Reduced 11.61%
$99.2B
$2 Million 0.29% of portfolio
7,267
Q2 2025 Reduced 0.51%
$222B
$1.87 Million 0.27% of portfolio
6,416
Q2 2025 Reduced 9.75%
$1.08T
$1.9 Million 0.27% of portfolio
5,990
Q2 2025 Added 15.84%
$2.32B
$1.75 Million 0.25% of portfolio
71,989
Q2 2025 Added 0.02%

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $697 Million
  • Prior Value $641 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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