Souders Financial Advisors Incresed Positions in Q3 2024

Souders Financial Advisors

  • $683 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23.2K
+ 32.36%
$475.2 - $527.7 $11M - $12.3M
95.1K $50.2M
CGCP
Capital Group Core Plus Income

ETFs
164K
+ 7.6%
$22.12 - $23.31 $3.62M - $3.82M
2.32M $53.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
114K
+ 55.51%
$44.65 - $47.21 $5.09M - $5.38M
319K $14.9M
FCX
Freeport Mcmoran Inc

Basic Materials
74.1K
+ 440.57%
$39.52 - $51.92 $2.93M - $3.85M
90.9K $4.54M
UNP
Union Pacific Corp

Industrials
14.6K
+ 1032.46%
$221.78 - $256.09 $3.24M - $3.75M
16K $3.95M
MCD
Mcdonalds Corp

Consumer Cyclical
9.94K
+ 235.55%
$245.82 - $304.51 $2.44M - $3.03M
14.2K $4.31M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.7K
+ 2.42%
$58.03 - $65.37 $619K - $697K
451K $29.2M
GE
General Electric CO

Industrials
8.39K
+ 39.37%
$156.66 - $189.66 $1.31M - $1.59M
29.7K $5.6M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
27K
+ 17.54%
$37.98 - $41.19 $1.03M - $1.11M
181K $7.45M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.63K
+ 3.05%
$46.9 - $51.96 $311K - $344K
224K $11.5M
ISRG
Intuitive Surgical Inc

Healthcare
2.22K
+ 218.5%
$416.14 - $494.01 $924K - $1.1M
3.24K $1.59M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
19.5K
+ 6.82%
$50.25 - $50.74 $980K - $989K
305K $15.5M
META
Meta Platforms, Inc.

Communication Services
1.09K
+ 17.51%
$453.41 - $572.44 $494K - $623K
7.31K $4.18M
UNH
Unitedhealth Group Inc

Healthcare
60
+ 0.52%
$488.01 - $604.18 $29.3K - $36.3K
11.5K $6.74M
TRP
Tc Energy Corp

Energy
396
+ 0.46%
$37.48 - $47.9 $14.8K - $19K
85.8K $4.08M
URI
United Rentals, Inc.

Industrials
100
+ 2.33%
$627.41 - $814.1 $62.7K - $81.4K
4.4K $3.56M
VGIT
Vanguard Intermediate Term Tre

ETFs
7.68K
+ 6.46%
$57.8 - $60.8 $444K - $467K
126K $7.64M
CGGO
Capital Group Global Growth Eq

ETFs
16.5K
+ 6.62%
$27.25 - $30.52 $449K - $503K
265K $8M
ABBV
Abb Vie Inc.

Healthcare
416
+ 1.9%
$163.84 - $199.33 $68.2K - $82.9K
22.3K $4.41M
EQIX
Equinix Inc

Real Estate
8
+ 0.19%
$749.0 - $890.01 $5.99K - $7.12K
4.14K $3.68M
AMGN
Amgen Inc

Healthcare
1.09K
+ 7.74%
$309.38 - $337.38 $337K - $368K
15.2K $4.89M
PCG
Pg&E Corp

Utilities
2.43K
+ 1.29%
$17.08 - $20.6 $41.4K - $50K
190K $3.76M
IBM
International Business Machines Corp

Technology
1.19K
+ 27.0%
$175.1 - $223.38 $208K - $265K
5.58K $1.23M
CGGR
Capital Group Growth ETF Shs C

ETFs
464
+ 0.21%
$30.71 - $34.79 $14.2K - $16.1K
220K $7.67M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.45K
+ 1.63%
$59.93 - $66.52 $86.9K - $96.5K
90.6K $6.03M
TSLA
Tesla, Inc.

Consumer Cyclical
204
+ 3.63%
$191.76 - $263.26 $39.1K - $53.7K
5.82K $1.52M
CMCSA
Comcast Corp

Communication Services
4.5K
+ 5.62%
$37.33 - $41.78 $168K - $188K
84.6K $3.53M
V
Visa Inc.

Financial Services
391
+ 1.81%
$253.74 - $291.56 $99.2K - $114K
22K $6.04M
NEE
Nextera Energy Inc

Utilities
30
+ 0.13%
$69.9 - $84.97 $2.1K - $2.55K
22.4K $1.89M
CAT
Caterpillar Inc

Industrials
248
+ 6.78%
$316.8 - $391.12 $78.6K - $97K
3.91K $1.53M
SPGI
S&P Global Inc.

Financial Services
96
+ 2.67%
$446.32 - $527.38 $42.8K - $50.6K
3.69K $1.91M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.19K
+ 3.49%
$19.2 - $19.82 $138K - $143K
213K $4.21M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
7.7K
+ 5.13%
$18.12 - $18.92 $140K - $146K
158K $2.97M
FFBC
First Financial Bancorp

Financial Services
617
+ 0.86%
$21.7 - $28.09 $13.4K - $17.3K
72K $1.82M
STZ
Constellation Brands, Inc.

Consumer Defensive
864
+ 7.25%
$236.42 - $259.82 $204K - $224K
12.8K $3.29M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
7.22K
+ 5.62%
$19.92 - $20.67 $144K - $149K
136K $2.79M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.11K
+ 3.65%
$19.2 - $19.63 $137K - $140K
202K $3.95M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
7.86K
+ 4.34%
$20.47 - $20.71 $161K - $163K
189K $3.9M
DHR
Danaher Corp

Healthcare
30
+ 0.47%
$239.25 - $280.76 $7.18K - $8.42K
6.39K $1.78M
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
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.06%
$233.44 - $279.45 $467 - $559
3.15K $871K
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 0.13%
$101.25 - $127.45 $810 - $1.02K
5.95K $722K
QQQ
Invesco Qqq Trust, Series 1

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