Souders Financial Advisors Purchases in Q2 2025

Souders Financial Advisors

  • $697 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
872
New
$201.28 - $266.34 $176K - $232K
872 $232K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10.6K
+ 5.5%
$18.28 - $18.7 $194K - $198K
204K $3.81M
PLTR
Palantir Technologies Inc.

Technology
682
+ 26.17%
$74.01 - $144.25 $50.5K - $98.4K
3.29K $448K
USB
Us Bancorp \De\

Financial Services
5.08K
New
$36.4 - $45.76 $185K - $232K
5.08K $229K
APD
Air Products & Chemicals, Inc.

Basic Materials
807
New
$248.61 - $294.96 $201K - $238K
807 $227K
MRK
Merck & Co., Inc.

Healthcare
3.19K
+ 118.57%
$73.47 - $87.12 $235K - $278K
5.88K $465K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.4K
+ 4.05%
$19.49 - $19.66 $203K - $204K
267K $5.24M
FIS
Fidelity National Information Services, Inc.

Technology
2.7K
New
$68.14 - $82.13 $184K - $222K
2.7K $219K
SYK
Stryker Corp

Healthcare
537
New
$337.37 - $395.63 $181K - $212K
537 $212K
IR
Ingersoll Rand Inc.

Industrials
2.55K
New
$66.75 - $84.94 $170K - $216K
2.55K $211K
LHX
L3 Harris Technologies, Inc.

Industrials
806
New
$200.21 - $256.99 $161K - $207K
806 $202K
VIG
Vanguard Dividend Appreciation

ETFs
1.1K
+ 2.6%
N/A
43.3K $7.88M
MS
Morgan Stanley

Financial Services
712
+ 17.72%
$99.83 - $140.86 $71.1K - $100K
4.73K $666K
SBUX
Starbucks Corp

Consumer Cyclical
2.27K
+ 66.28%
$79.69 - $99.41 $181K - $226K
5.7K $522K
MU
Micron Technology Inc

Technology
675
+ 27.51%
$64.72 - $127.91 $43.7K - $86.3K
3.13K $385K
BA
Boeing CO

Industrials
210
+ 6.85%
$136.59 - $217.51 $28.7K - $45.7K
3.28K $686K
QQQ
Invesco Qqq Trust, Series 1

ETFs
37
+ 2.38%
$416.06 - $551.64 $15.4K - $20.4K
1.59K $877K
HON
Honeywell International Inc

Industrials
101
+ 1.7%
$182.86 - $232.88 $18.5K - $23.5K
6.05K $1.41M
MELI
Mercadolibre Inc

Consumer Cyclical
22
+ 18.03%
$1794.73 - $2613.63 $39.5K - $57.5K
144 $376K
MDT
Medtronic PLC

Healthcare
1.48K
+ 58.09%
$80.68 - $88.86 $119K - $131K
4.02K $350K
ACN
Accenture PLC

Technology
471
+ 28.55%
$279.23 - $323.21 $132K - $152K
2.12K $633K
PGR
Progressive Corp

Financial Services
539
+ 25.16%
$255.27 - $288.74 $138K - $156K
2.68K $715K
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.22%
$496.48 - $617.85 $1.99K - $2.47K
1.82K $1.12M
CSCO
Cisco Systems, Inc.

Technology
582
+ 7.7%
$53.19 - $69.38 $31K - $40.4K
8.14K $564K
CTAS
Cintas Corp

Industrials
216
+ 8.46%
$190.11 - $227.66 $41.1K - $49.2K
2.77K $616K
WELL
Welltower Inc.

Real Estate
576
+ 27.47%
$136.49 - $155.22 $78.6K - $89.4K
2.67K $410K
KLAC
Kla Corp

Technology
14
+ 4.01%
$576.53 - $902.94 $8.07K - $12.6K
363 $325K
CB
Chubb LTD

Financial Services
333
+ 48.19%
$274.32 - $302.46 $91.3K - $101K
1.02K $296K
GILD
Gilead Sciences, Inc.

Healthcare
771
+ 28.42%
$96.91 - $113.0 $74.7K - $87.1K
3.48K $386K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.05K
+ 6.81%
$48.13 - $49.85 $98.8K - $102K
32.2K $1.58M
AJG
Arthur J. Gallagher & Co.

Financial Services
259
+ 38.48%
$310.86 - $348.77 $80.5K - $90.3K
932 $298K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
222
+ 20.42%
$421.16 - $509.5 $93.5K - $113K
1.31K $582K
PAYX
Paychex Inc

Industrials
436
+ 25.98%
$137.01 - $159.78 $59.7K - $69.7K
2.11K $307K
NOC
Northrop Grumman Corp

Industrials
119
+ 10.47%
$456.3 - $540.39 $54.3K - $64.3K
1.26K $627K
AZN
Astrazeneca PLC

Healthcare
751
+ 26.01%
$64.87 - $75.0 $48.7K - $56.3K
3.64K $254K
CVS
Cvs Health Corp

Healthcare
371
+ 9.23%
$60.04 - $70.18 $22.3K - $26K
4.39K $302K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
205
+ 13.15%
$483.48 - $539.8 $99.1K - $111K
1.76K $856K
QCOM
Qualcomm Inc

Technology
65
+ 2.48%
$124.66 - $159.48 $8.1K - $10.4K
2.69K $427K
COP
Conocophillips

Energy
724
+ 24.6%
$82.66 - $106.1 $59.8K - $76.8K
3.67K $329K
CNP
Centerpoint Energy Inc

Utilities
254
+ 2.52%
$35.5 - $39.05 $9.02K - $9.92K
10.3K $379K
LMT
Lockheed Martin Corp

Industrials
5
+ 1.01%
$430.82 - $486.45 $2.15K - $2.43K
499 $231K
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.12%
$217.22 - $246.25 $217 - $246
838 $203K
Capital Group Equity ETF Tr
9.72K
New
N/A
9.72K $0
CGSD
Capital Grp Core Plus Income E
33.4K
+ 9.15%
N/A
399K $0
CGMS
Capital Grp Core Plus Income E
21.2K
+ 6.79%
N/A
333K $0
T Rowe Price ETF Inc
91.4K
+ 14.39%
N/A
727K $0
Capital Group International
13.4K
+ 6.99%
N/A
206K $0
Capital Group New Geography
4.27K
+ 2.56%
N/A
171K $0
T Rowe Price ETF Inc
39.9K
+ 8.75%
N/A
495K $0
Activity Summary
Buys All Purchases 113 New Holdings 24 Increased Positions 89 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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