Souders Financial Advisors Incresed Positions in Q4 2024

Souders Financial Advisors

  • $661 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
259K
+ 35.72%
$35.16 - $37.12 $9.09M - $9.6M
982K $34.6M
CGUS
Capital Group Core Equity ETF
67.4K
+ 9.03%
$33.96 - $36.24 $2.29M - $2.44M
814K $28.5M
CGGR
Capital Group Growth ETF Shs C

ETFs
48.6K
+ 22.07%
$34.49 - $39.24 $1.68M - $1.91M
269K $10M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.18K
+ 2.3%
$521.84 - $558.82 $1.14M - $1.22M
97.2K $52.4M
TCHP
T Rowe Price Exchange Traded F

Technology
33.8K
+ 15.84%
$39.17 - $43.9 $1.32M - $1.48M
247K $10.4M
CGCP
Capital Group Core Plus Income

ETFs
178K
+ 7.68%
$22.13 - $23.17 $3.94M - $4.12M
2.5M $55.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
34.6K
+ 11.32%
$50.37 - $50.6 $1.74M - $1.75M
340K $17.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
34.8K
+ 10.9%
$44.87 - $46.86 $1.56M - $1.63M
354K $15.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
497K
+ 287.46%
$25.93 - $105.3 $12.9M - $52.4M
670K $18.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
15.2K
+ 12.05%
$57.78 - $60.4 $880K - $920K
142K $8.22M
CGGO
Capital Group Global Growth Eq

ETFs
25.6K
+ 9.64%
$29.21 - $30.67 $747K - $785K
291K $8.5M
GOOGL
Alphabet Inc.

Communication Services
1.77K
+ 27.81%
$161.86 - $196.66 $286K - $348K
8.13K $1.54M
NVDA
Nvidia Corp

Technology
1.13K
+ 4.46%
$117.0 - $148.88 $133K - $169K
26.6K $3.57M
META
Meta Platforms, Inc.

Communication Services
456
+ 6.24%
$554.08 - $632.68 $253K - $289K
7.76K $4.58M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
12.7K
+ 7.0%
$40.26 - $42.88 $510K - $543K
194K $7.84M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.22K
+ 31.58%
$91.29 - $91.8 $385K - $387K
17.6K $1.61M
CGXU
Capital Group Intl Focus Equit

ETFs
52.6K
+ 12.32%
$24.67 - $26.94 $1.3M - $1.42M
480K $11.8M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
15.1K
+ 8.0%
$20.6 - $20.71 $311K - $313K
204K $4.21M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
17.9K
+ 8.38%
$19.42 - $19.76 $347K - $353K
231K $4.51M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
16K
+ 7.9%
$19.38 - $19.58 $309K - $312K
218K $4.23M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
16.9K
+ 12.49%
$20.08 - $20.61 $340K - $349K
153K $3.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
439
+ 26.07%
$567.81 - $607.81 $249K - $267K
2.12K $1.24M
CINF
Cincinnati Financial Corp

Financial Services
410
+ 1.43%
$132.86 - $160.16 $54.5K - $65.7K
29.1K $4.19M
TJX
Tjx Companies Inc

Consumer Cyclical
1.96K
+ 23.71%
$112.15 - $127.2 $220K - $249K
10.2K $1.23M
HON
Honeywell International Inc

Industrials
431
+ 6.91%
$202.84 - $236.0 $87.4K - $102K
6.67K $1.51M
AXP
American Express CO

Financial Services
296
+ 7.81%
$267.35 - $305.57 $79.1K - $90.4K
4.09K $1.21M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
14K
+ 8.9%
$18.28 - $18.87 $257K - $265K
172K $3.15M
KR
Kroger CO

Consumer Defensive
2.32K
+ 21.85%
$55.21 - $63.3 $128K - $147K
12.9K $790K
DUK
Duke Energy Corp

Utilities
2.01K
+ 19.37%
$105.76 - $120.76 $212K - $242K
12.4K $1.33M
ACN
Accenture PLC

Technology
361
+ 48.52%
$343.9 - $376.86 $124K - $136K
1.11K $388K
PM
Philip Morris International Inc.

Consumer Defensive
1.08K
+ 18.1%
$118.38 - $133.06 $127K - $143K
7.03K $845K
FFBC
First Financial Bancorp

Financial Services
11
+ 0.02%
$23.97 - $30.34 $264 - $334
72K $1.94M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.31K
+ 8.36%
$49.79 - $51.14 $115K - $118K
30K $1.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
181
+ 17.37%
$442.29 - $483.08 $80.1K - $87.4K
1.22K $554K
CSCO
Cisco Systems, Inc.

Technology
455
+ 6.9%
$52.45 - $60.02 $23.9K - $27.3K
7.05K $417K
NOW
Service Now, Inc.

Technology
20
+ 7.94%
$867.18 - $1148.42 $17.3K - $23K
272 $288K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
168
+ 15.12%
$229.83 - $258.46 $38.6K - $43.4K
1.28K $316K
BMY
Bristol Myers Squibb CO

Healthcare
558
+ 9.61%
$51.92 - $59.94 $29K - $33.4K
6.36K $359K
PEP
Pepsico Inc

Consumer Defensive
784
+ 22.46%
$151.29 - $176.1 $119K - $138K
4.27K $649K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.15K
+ 10.11%
$50.67 - $50.9 $58.2K - $58.4K
12.5K $634K
MO
Altria Group, Inc.

Consumer Defensive
920
+ 20.14%
$49.06 - $57.74 $45.1K - $53.1K
5.49K $286K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.03%
$280.08 - $307.97 $280 - $308
3.15K $922K
QQQ
Invesco Qqq Trust, Series 1

ETFs
36
+ 2.57%
$481.22 - $538.17 $17.3K - $19.4K
1.44K $734K
SCHW
Schwab Charles Corp

Financial Services
30
+ 0.76%
$63.31 - $82.85 $1.9K - $2.49K
3.99K $295K
SBUX
Starbucks Corp

Consumer Cyclical
450
+ 17.96%
$87.44 - $102.5 $39.3K - $46.1K
2.96K $269K
EPD
Enterprise Products Partners L.P.

Energy
68
+ 0.76%
$28.66 - $34.43 $1.95K - $2.34K
9.04K $283K
BR
Broadridge Financial Solutions, Inc.

Technology
2
+ 0.15%
$209.64 - $236.44 $419 - $473
1.31K $296K
XOM
Exxon Mobil Corp

Energy
509
+ 11.72%
$105.51 - $125.37 $53.7K - $63.8K
4.85K $521K
ORCL
Oracle Corp

Technology
100
+ 8.01%
$165.41 - $192.43 $16.5K - $19.2K
1.35K $224K
Activity Summary
Buys All Purchases 87 New Holdings 12 Increased Positions 75 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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