Souders Financial Advisors Incresed Positions 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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
36.3K
+ 7.49%
$58.01 - $64.46 $2.1M - $2.34M
520K $32.3M
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
CGGR
Capital Group Growth ETF Shs C

ETFs
62.2K
+ 23.14%
$33.98 - $39.84 $2.11M - $2.48M
331K $11.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
17K
+ 11.97%
$57.44 - $59.4 $974K - $1.01M
159K $9.42M
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
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
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
META
Meta Platforms, Inc.

Communication Services
706
+ 9.09%
$576.36 - $736.67 $407K - $520K
8.47K $4.88M
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
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
CVX
Chevron Corp

Energy
441
+ 6.09%
$146.71 - $167.97 $64.7K - $74.1K
7.69K $1.29M
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
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
SBUX
Starbucks Corp

Consumer Cyclical
473
+ 16.01%
$91.75 - $115.81 $43.4K - $54.8K
3.43K $336K
CTAS
Cintas Corp

Industrials
30
+ 1.19%
$182.09 - $208.14 $5.46K - $6.24K
2.55K $524K
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
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
Track This Portfolio

Track Souders Financial Advisors Portfolio

Follow Souders Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Souders Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Souders Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email