Souders Financial Advisors Purchases in Q3 2024

Souders Financial Advisors

  • $683 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KR
Kroger CO

Consumer Defensive
1.92K
+ 22.11%
$50.43 - $57.3 $96.9K - $110K
10.6K $608K
SHOP
Shopify Inc.

Technology
59
+ 0.51%
$52.26 - $80.75 $3.08K - $4.76K
11.6K $928K
CRM
Salesforce, Inc.

Technology
368
+ 9.16%
$238.42 - $276.53 $87.7K - $102K
4.39K $1.2M
DUK
Duke Energy Corp

Utilities
31
+ 0.3%
$99.35 - $117.71 $3.08K - $3.65K
10.4K $1.19M
HON
Honeywell International Inc

Industrials
881
+ 16.45%
$196.73 - $220.21 $173K - $194K
6.24K $1.29M
TDG
Trans Digm Group Inc

Industrials
8
+ 1.01%
$1202.03 - $1427.41 $9.62K - $11.4K
797 $1.14M
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.2%
$213.3 - $270.78 $1.07K - $1.35K
2.47K $668K
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 0.13%
$101.25 - $127.45 $810 - $1.02K
5.95K $722K
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.06%
$233.44 - $279.45 $467 - $559
3.15K $871K
QQQ
Invesco Qqq Trust, Series 1

ETFs
206
+ 17.24%
$434.77 - $502.96 $89.6K - $104K
1.4K $683K
NFLX
Netflix Inc

Communication Services
54
+ 2.96%
$598.55 - $722.26 $32.3K - $39K
1.88K $1.33M
VZ
Verizon Communications Inc

Communication Services
93
+ 0.38%
$38.89 - $45.0 $3.62K - $4.19K
24.4K $1.09M
NOC
Northrop Grumman Corp

Industrials
8
+ 0.87%
$423.73 - $533.14 $3.39K - $4.27K
927 $489K
SPY
Spdr S&P 500 ETF Trust

ETFs
59
+ 3.63%
$517.38 - $573.86 $30.5K - $33.9K
1.68K $966K
CLX
Clorox CO

Consumer Defensive
1
+ 0.03%
$131.73 - $166.97 $132 - $167
3.03K $493K
VIG
Vanguard Dividend Appreciation

ETFs
512
+ 1.02%
$182.15 - $182.15 $93.3K - $93.3K
50.9K $9.28M
CTAS
Cintas Corp

Industrials
1.69K
+ 300.18%
$201.38 - $819.83 $340K - $1.38M
2.25K $462K
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 0.63%
$801.83 - $917.05 $8.02K - $9.17K
1.61K $1.42M
AUR
Aurora Innovation, Inc.

Technology
10K
New
$2.81 - $6.4 $28.1K - $64K
10K $59K
FDX
Fedex Corp

Industrials
279
+ 41.27%
$254.64 - $313.52 $71K - $87.5K
955 $261K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.58%
$405.19 - $478.57 $2.43K - $2.87K
1.04K $479K
UBER
Uber Technologies, Inc

Technology
197
+ 1.16%
$58.48 - $77.47 $11.5K - $15.3K
17.2K $1.29M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.22%
$460.3 - $584.56 $460 - $585
459 $268K
KO
Coca Cola CO

Consumer Defensive
24
+ 0.43%
$62.69 - $73.01 $1.5K - $1.75K
5.59K $401K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
295
+ 1.08%
$49.93 - $51.15 $14.7K - $15.1K
27.7K $1.41M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
622
+ 5.79%
$50.61 - $50.96 $31.5K - $31.7K
11.4K $578K
PEP
Pepsico Inc

Consumer Defensive
55
+ 1.6%
$161.9 - $179.3 $8.9K - $9.86K
3.49K $593K
MO
Altria Group, Inc.

Consumer Defensive
18
+ 0.4%
$45.95 - $54.71 $827 - $985
4.57K $233K
BR
Broadridge Financial Solutions, Inc.

Technology
2
+ 0.15%
$196.56 - $218.55 $393 - $437
1.31K $281K
EOG
Eog Resources Inc

Energy
349
+ 4.79%
$117.9 - $132.65 $41.1K - $46.3K
7.64K $938K
XOM
Exxon Mobil Corp

Energy
37
+ 0.86%
$109.72 - $119.0 $4.06K - $4.4K
4.34K $508K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
30
+ 2.09%
$460.0 - $505.78 $13.8K - $15.2K
1.47K $681K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
5
+ 0.66%
$1024.09 - $1201.76 $5.12K - $6.01K
767 $806K
EPD
Enterprise Products Partners L.P.

Energy
71
+ 0.8%
$27.88 - $30.0 $1.98K - $2.13K
8.98K $261K
Innovator Etfs Trust
27.5K
New
N/A
27.5K $0
Innovator Etfs Trust
14.7K
New
N/A
14.7K $0
Innovator Etfs Trust
8.83K
New
N/A
8.83K $0
Ge Vernova Inc
1.23K
New
N/A
1.23K $0
CGSD
Capital Grp Core Plus Income E
31.5K
+ 13.26%
N/A
269K $0
T Rowe Price ETF Inc
153K
New
N/A
153K $0
THYF
T Rowe Price Exchange Traded F
6.49K
+ 5.54%
N/A
124K $0
CGMS
Capital Grp Core Plus Income E
29.5K
+ 13.64%
N/A
246K $0
Linde PLC
900
+ 9.8%
N/A
10.1K $0
CGMU
Capital Group Core Plus Income
3.17K
+ 7.11%
N/A
47.7K $0
NET
Cloudflare, Inc.

Technology
86
+ 1.74%
$74.4 - $86.96 $6.4K - $7.48K
5.02K $405K
CVX
Chevron Corp

Energy
432
+ 5.84%
$137.88 - $161.97 $59.6K - $70K
7.83K $1.15M
KLAC
Kla Corp

Technology
5
+ 1.23%
$696.17 - $892.35 $3.48K - $4.46K
413 $319K
MPC
Marathon Petroleum Corp

Energy
2
+ 0.06%
$158.61 - $180.75 $317 - $362
3.24K $528K
NVDA
Nvidia Corp

Technology
7
+ 0.03%
$98.91 - $134.91 $692 - $944
25.4K $3.09M
Activity Summary
Buys All Purchases 108 New Holdings 16 Increased Positions 92 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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