Souders Financial Advisors Purchases in Q1 2025

Souders Financial Advisors

  • $641 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
2.03K
+ 37.04%
$50.81 - $60.02 $103K - $122K
7.52K $451K
MS
Morgan Stanley

Financial Services
1.52K
+ 60.82%
$111.68 - $141.08 $170K - $214K
4.02K $468K
CNP
Centerpoint Energy Inc

Utilities
2.72K
+ 37.01%
$30.87 - $36.25 $83.9K - $98.5K
10.1K $364K
ACN
Accenture PLC

Technology
545
+ 49.32%
$300.91 - $398.25 $164K - $217K
1.65K $514K
GOOGL
Alphabet Inc.

Communication Services
2.54K
+ 31.28%
$154.33 - $206.19 $392K - $524K
10.7K $1.65M
NOC
Northrop Grumman Corp

Industrials
132
+ 13.13%
$433.45 - $513.82 $57.2K - $67.8K
1.14K $582K
COP
Conocophillips

Energy
765
+ 35.12%
$88.6 - $105.85 $67.8K - $81K
2.94K $309K
AXP
American Express CO

Financial Services
736
+ 18.0%
$255.39 - $325.87 $188K - $240K
4.82K $1.3M
AUR
Aurora Innovation, Inc.

Technology
10.4K
New
$6.1 - $10.19 $63.6K - $106K
10.4K $70K
SBUX
Starbucks Corp

Consumer Cyclical
473
+ 16.01%
$91.75 - $115.81 $43.4K - $54.8K
3.43K $336K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
572
+ 3.26%
$91.45 - $91.75 $52.3K - $52.5K
18.1K $1.66M
BMY
Bristol Myers Squibb CO

Healthcare
471
+ 7.4%
$53.9 - $63.11 $25.4K - $29.7K
6.83K $416K
SCHW
Schwab Charles Corp

Financial Services
415
+ 10.39%
$71.24 - $83.64 $29.6K - $34.7K
4.41K $345K
CSCO
Cisco Systems, Inc.

Technology
504
+ 7.15%
$58.74 - $64.87 $29.6K - $32.7K
7.56K $466K
QCOM
Qualcomm Inc

Technology
288
+ 12.34%
$151.94 - $175.86 $43.8K - $50.6K
2.62K $402K
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.06%
$286.85 - $318.64 $574 - $637
3.15K $963K
ORCL
Oracle Corp

Technology
532
+ 39.47%
$139.81 - $186.47 $74.4K - $99.2K
1.88K $262K
CEG
Constellation Energy Corp

Utilities
327
+ 23.58%
$201.63 - $347.44 $65.9K - $114K
1.71K $345K
WMT
Walmart Inc.

Consumer Defensive
498
+ 8.65%
$84.5 - $105.05 $42.1K - $52.3K
6.25K $549K
EPD
Enterprise Products Partners L.P.

Energy
64
+ 0.71%
$31.75 - $34.14 $2.03K - $2.18K
9.11K $310K
PFE
Pfizer Inc

Healthcare
964
+ 11.58%
$25.01 - $27.13 $24.1K - $26.2K
9.29K $235K
JEPI
J P Morgan Exchange Traded Fd

ETFs
179
+ 1.39%
$56.17 - $59.71 $10.1K - $10.7K
13.1K $747K
NEE
Nextera Energy Inc

Utilities
298
+ 1.36%
$66.96 - $76.16 $20K - $22.7K
22.2K $1.57M
LCNB
Lcnb Corp

Financial Services
455
+ 2.77%
$14.32 - $15.76 $6.52K - $7.17K
16.9K $249K
THYF
T Rowe Price Exchange Traded F
15.9K
+ 11.24%
N/A
157K $0
T Rowe Price ETF Inc
298K
+ 88.56%
N/A
635K $0
T Rowe Price ETF Inc
291K
+ 177.09%
N/A
455K $0
CGSD
Capital Grp Core Plus Income E
51.8K
+ 16.52%
N/A
365K $0
Ge Vernova Inc
196
+ 19.41%
N/A
1.21K $0
Ge Healthcare Technologies I
2.99K
New
N/A
2.99K $0
Capital Group International
27.5K
+ 16.71%
N/A
192K $0
Capital Grp Fixed Incm ETF T
15.3K
+ 153.84%
N/A
25.3K $0
Capital Group New Geography
7.44K
+ 4.66%
N/A
167K $0
CGMS
Capital Grp Core Plus Income E
32.1K
+ 11.49%
N/A
311K $0
LMT
Lockheed Martin Corp

Industrials
30
+ 6.47%
$423.19 - $506.29 $12.7K - $15.2K
494 $220K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
173
+ 0.58%
$49.25 - $50.66 $8.52K - $8.76K
30.2K $1.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
116
+ 8.07%
$468.34 - $539.52 $54.3K - $62.6K
1.55K $728K
LOW
Lowes Companies Inc

Consumer Cyclical
34
+ 1.37%
$222.66 - $268.42 $7.57K - $9.13K
2.51K $585K
FDX
Fedex Corp

Industrials
11
+ 1.31%
$230.33 - $281.53 $2.53K - $3.1K
853 $207K
CAT
Caterpillar Inc

Industrials
49
+ 1.34%
$326.75 - $407.63 $16K - $20K
3.72K $1.23M
NVDA
Nvidia Corp

Technology
4.88K
+ 18.37%
$106.98 - $149.43 $522K - $730K
31.5K $3.41M
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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