Souders Financial Advisors Purchases in Q1 2025

Souders Financial Advisors

  • $641 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
227K
+ 23.06%
$34.95 - $37.36 $7.92M - $8.46M
1.21M $43.1M
VTV
Vanguard Value ETF

ETFs
33.5K
+ 81.14%
$167.73 - $179.21 $5.61M - $6M
74.7K $12.9M
CGXU
Capital Group Intl Focus Equit

ETFs
209K
+ 43.55%
$24.48 - $26.59 $5.11M - $5.55M
688K $16.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
103K
+ 29.19%
$44.41 - $45.98 $4.59M - $4.75M
457K $20.9M
CGCP
Capital Group Core Plus Income

ETFs
182K
+ 7.29%
$21.94 - $22.64 $4M - $4.12M
2.68M $60.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
78K
New
$57.21 - $65.8 $4.46M - $5.13M
78K $4.55M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
36.3K
+ 7.49%
$58.01 - $64.46 $2.1M - $2.34M
520K $32.3M
BSCU
Invesco Exc Self Ind Tr

ETFs
186K
New
$16.2 - $16.64 $3.01M - $3.09M
186K $3.08M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
67.4K
+ 7.71%
$27.01 - $28.54 $1.82M - $1.92M
942K $26.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
29.4K
+ 8.65%
$50.39 - $50.66 $1.48M - $1.49M
369K $18.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
17K
+ 11.97%
$57.44 - $59.4 $974K - $1.01M
159K $9.42M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
23.4K
+ 12.11%
$39.61 - $42.65 $929K - $1M
217K $8.85M
CGUS
Capital Group Core Equity ETF
66.8K
+ 8.2%
$33.08 - $36.62 $2.21M - $2.45M
881K $29.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.43K
+ 5.88%
$71.17 - $73.66 $600K - $621K
152K $11.2M
PM
Philip Morris International Inc.

Consumer Defensive
1.85K
+ 26.27%
$117.15 - $158.79 $216K - $293K
8.87K $1.41M
AEM
Agnico Eagle Mines LTD

Basic Materials
4.96K
New
$79.66 - $108.41 $395K - $538K
4.96K $537K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
25.1K
+ 10.86%
$19.43 - $19.62 $488K - $493K
256K $5.02M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
23.5K
+ 15.42%
$20.05 - $20.4 $472K - $480K
176K $3.58M
BTI
British American Tobacco P.L.C.

Consumer Defensive
11.3K
+ 186.92%
$35.35 - $42.74 $399K - $483K
17.3K $717K
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.85K
New
$56.12 - $68.15 $385K - $467K
6.85K $465K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
23.1K
+ 10.61%
$19.42 - $19.54 $449K - $452K
241K $4.7M
CRM
Salesforce, Inc.

Technology
2.73K
+ 65.34%
$268.36 - $359.95 $733K - $983K
6.91K $1.86M
TCHP
T Rowe Price Exchange Traded F

Technology
38K
+ 15.37%
$37.86 - $44.2 $1.44M - $1.68M
285K $10.9M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
21.3K
+ 12.41%
$18.18 - $18.58 $388K - $396K
193K $3.58M
CGGO
Capital Group Global Growth Eq

ETFs
21.1K
+ 7.26%
$28.33 - $30.84 $598K - $652K
312K $8.84M
WELL
Welltower Inc.

Real Estate
2.1K
New
$124.05 - $156.86 $260K - $329K
2.1K $321K
GILD
Gilead Sciences, Inc.

Healthcare
2.71K
New
$89.14 - $117.41 $242K - $319K
2.71K $303K
META
Meta Platforms, Inc.

Communication Services
706
+ 9.09%
$576.36 - $736.67 $407K - $520K
8.47K $4.88M
AIG
American International Group, Inc.

Financial Services
3.22K
New
$70.5 - $86.94 $227K - $280K
3.22K $279K
ELV
Elevance Health, Inc.

Healthcare
194
+ 6.59%
$365.9 - $436.25 $71K - $84.6K
3.14K $1.36M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
336
+ 27.47%
$442.66 - $534.52 $149K - $180K
1.56K $830K
MA
Mastercard Inc

Financial Services
466
+ 57.6%
$504.67 - $576.31 $235K - $269K
1.28K $698K
CVS
Cvs Health Corp

Healthcare
4.02K
New
$44.22 - $68.64 $178K - $276K
4.02K $272K
AFG
American Financial Group Inc

Financial Services
1.98K
New
$119.82 - $138.45 $238K - $275K
1.98K $260K
PAYX
Paychex Inc

Industrials
1.68K
New
$136.06 - $154.52 $228K - $259K
1.68K $258K
XOM
Exxon Mobil Corp

Energy
1.57K
+ 32.3%
$105.44 - $118.93 $165K - $186K
6.42K $763K
KO
Coca Cola CO

Consumer Defensive
2.57K
+ 42.2%
$60.81 - $72.32 $156K - $186K
8.65K $619K
MELI
Mercadolibre Inc

Consumer Cyclical
122
New
$1739.0 - $2260.0 $212K - $276K
122 $238K
CVX
Chevron Corp

Energy
441
+ 6.09%
$146.71 - $167.97 $64.7K - $74.1K
7.69K $1.29M
AJG
Arthur J. Gallagher & Co.

Financial Services
673
New
$275.89 - $345.24 $186K - $232K
673 $232K
MDT
Medtronic PLC

Healthcare
2.54K
New
$79.84 - $94.5 $203K - $240K
2.54K $228K
DFS
Discover Financial Services

Financial Services
1.3K
New
$152.99 - $203.25 $199K - $264K
1.3K $221K
PLTR
Palantir Technologies Inc.

Technology
2.61K
New
$64.98 - $124.62 $169K - $325K
2.61K $219K
MU
Micron Technology Inc

Technology
2.45K
New
$86.89 - $109.38 $213K - $268K
2.45K $213K
AZN
Astrazeneca PLC

Healthcare
2.89K
New
$65.37 - $77.96 $189K - $225K
2.89K $212K
CB
Chubb LTD

Financial Services
691
New
$257.71 - $301.99 $178K - $209K
691 $208K
PEP
Pepsico Inc

Consumer Defensive
1.32K
+ 30.93%
$142.64 - $156.42 $189K - $207K
5.6K $839K
DUK
Duke Energy Corp

Utilities
86
+ 0.7%
$105.87 - $121.97 $9.1K - $10.5K
12.4K $1.52M
JNJ
Johnson & Johnson

Healthcare
793
+ 34.9%
$142.06 - $167.7 $113K - $133K
3.07K $508K
Activity Summary
Buys All Purchases 92 New Holdings 20 Increased Positions 72 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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