Souders Financial Advisors Incresed Positions in Q2 2025

Souders Financial Advisors

  • $697 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
89.7K
+ 7.42%
$31.93 - $39.49 $2.86M - $3.54M
1.3M $51.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.39K
+ 3.72%
$456.74 - $568.03 $1.55M - $1.93M
94.7K $53.8M
CGUS
Capital Group Core Equity ETF
51.5K
+ 5.85%
$29.93 - $36.93 $1.54M - $1.9M
933K $34.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12.8K
+ 2.46%
$55.54 - $69.09 $710K - $883K
533K $36.8M
CGGR
Capital Group Growth ETF Shs C

ETFs
33.2K
+ 10.04%
$30.53 - $40.65 $1.01M - $1.35M
365K $14.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
19.4K
+ 2.9%
$22.27 - $29.21 $432K - $567K
688K $20.1M
MSFT
Microsoft Corp

Technology
1.13K
+ 4.95%
$354.56 - $497.45 $402K - $564K
24K $11.9M
CGXU
Capital Group Intl Focus Equit

ETFs
52.3K
+ 7.59%
$21.44 - $27.35 $1.12M - $1.43M
741K $20.1M
AVGO
Broadcom Inc.

Technology
95
+ 0.32%
$146.29 - $275.65 $13.9K - $26.2K
29.4K $8.09M
CGCP
Capital Group Core Plus Income

ETFs
134K
+ 4.99%
$21.92 - $22.56 $2.93M - $3.02M
2.81M $63.3M
NVDA
Nvidia Corp

Technology
4.95K
+ 15.74%
$94.31 - $157.99 $467K - $783K
36.4K $5.75M
META
Meta Platforms, Inc.

Communication Services
769
+ 9.08%
$484.66 - $738.09 $373K - $568K
9.24K $6.82M
VTV
Vanguard Value ETF

ETFs
9.21K
+ 12.33%
$153.67 - $176.74 $1.42M - $1.63M
83.9K $14.8M
CGGO
Capital Group Global Growth Eq

ETFs
18.8K
+ 6.02%
$25.31 - $32.17 $475K - $604K
331K $10.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
36.6K
+ 8.01%
$44.68 - $45.96 $1.64M - $1.68M
494K $22.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.2K
+ 4.67%
$50.36 - $50.68 $869K - $874K
387K $19.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
10.5K
+ 6.62%
$58.63 - $59.9 $616K - $629K
169K $10.1M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.22K
+ 2.4%
$37.18 - $42.55 $194K - $222K
222K $9.46M
TSLA
Tesla, Inc.

Consumer Cyclical
819
+ 15.84%
$221.86 - $362.89 $182K - $297K
5.99K $1.9M
GOOGL
Alphabet Inc.

Communication Services
1.8K
+ 16.83%
$144.7 - $178.6 $260K - $321K
12.5K $2.2M
BTI
British American Tobacco P.L.C.

Consumer Defensive
9.04K
+ 52.16%
$39.43 - $49.34 $357K - $446K
26.4K $1.25M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.67K
+ 4.7%
$51.16 - $62.02 $188K - $227K
81.7K $5.07M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
223
+ 5.55%
$177.93 - $313.14 $39.7K - $69.8K
4.24K $1.33M
RTX
Raytheon Technologies Corp

Industrials
994
+ 3.92%
$113.75 - $148.48 $113K - $148K
26.4K $3.85M
BSCU
Invesco Exc Self Ind Tr

ETFs
25.6K
+ 13.79%
$16.31 - $16.78 $417K - $430K
211K $3.54M
IBM
International Business Machines Corp

Technology
316
+ 5.94%
$221.03 - $294.78 $69.8K - $93.2K
5.63K $1.66M
CEG
Constellation Energy Corp

Utilities
382
+ 22.29%
$170.96 - $322.76 $65.3K - $123K
2.1K $676K
CAT
Caterpillar Inc

Industrials
259
+ 6.97%
$273.94 - $388.21 $71K - $101K
3.98K $1.54M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.29K
+ 62.62%
$63.54 - $68.5 $273K - $294K
11.1K $751K
KO
Coca Cola CO

Consumer Defensive
3.97K
+ 45.94%
$68.37 - $73.9 $272K - $294K
12.6K $893K
ORCL
Oracle Corp

Technology
575
+ 30.59%
$122.82 - $218.63 $70.6K - $126K
2.46K $536K
MA
Mastercard Inc

Financial Services
413
+ 32.39%
$479.92 - $590.74 $198K - $244K
1.69K $948K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.92K
+ 0.99%
$96.84 - $99.46 $186K - $191K
196K $19.4M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
10.4K
+ 5.88%
$20.16 - $20.49 $209K - $212K
186K $3.82M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.4K
+ 4.74%
$19.44 - $19.56 $222K - $224K
252K $4.93M
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
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
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
HON
Honeywell International Inc

Industrials
101
+ 1.7%
$182.86 - $232.88 $18.5K - $23.5K
6.05K $1.41M
QQQ
Invesco Qqq Trust, Series 1

ETFs
37
+ 2.38%
$416.06 - $551.64 $15.4K - $20.4K
1.59K $877K
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
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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