Souders Financial Advisors Incresed Positions in Q3 2025

Souders Financial Advisors

  • $740 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
88K
+ 17.82%
$45.26 - $46.63 $3.98M - $4.11M
582K $26.9M
CGCP
Capital Group Core Plus Income

ETFs
132K
+ 4.7%
$22.27 - $22.95 $2.94M - $3.03M
2.94M $66.9M
AAPL
Apple Inc.

Technology
1.77K
+ 3.05%
$202.38 - $256.87 $357K - $454K
59.7K $15.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
54.1K
+ 5.51%
$26.38 - $27.95 $1.43M - $1.51M
1.04M $28.3M
NVDA
Nvidia Corp

Technology
5.91K
+ 16.24%
$153.3 - $186.58 $906K - $1.1M
42.3K $7.9M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
79.8K
+ 42.81%
$20.41 - $20.67 $1.63M - $1.65M
266K $5.48M
VTV
Vanguard Value ETF

ETFs
4.28K
+ 5.1%
$175.51 - $186.57 $751K - $798K
88.2K $16.4M
GOOGL
Alphabet Inc.

Communication Services
870
+ 6.98%
$174.36 - $254.72 $152K - $222K
13.3K $3.24M
CGGO
Capital Group Global Growth Eq

ETFs
7.18K
+ 2.17%
$31.71 - $34.17 $228K - $245K
338K $11.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.47K
+ 3.81%
$97.75 - $100.75 $730K - $753K
203K $20.4M
MSFT
Microsoft Corp

Technology
732
+ 3.05%
$491.09 - $535.64 $359K - $392K
24.7K $12.8M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.02K
+ 1.81%
$42.39 - $44.63 $170K - $179K
226K $10.1M
AMZN
Amazon Com Inc

Consumer Cyclical
2.73K
+ 9.48%
$211.65 - $238.24 $578K - $650K
31.5K $6.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.84K
+ 4.7%
$62.09 - $66.51 $238K - $255K
85.5K $5.58M
VGIT
Vanguard Intermediate Term Tre

ETFs
7.46K
+ 4.41%
$58.97 - $60.36 $440K - $450K
177K $10.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.35K
+ 2.89%
$72.57 - $74.72 $316K - $325K
155K $11.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
353
+ 6.16%
$224.68 - $282.71 $79.3K - $99.8K
6.09K $1.7M
ORCL
Oracle Corp

Technology
864
+ 35.19%
$218.96 - $328.33 $189K - $284K
3.32K $933K
AXP
American Express CO

Financial Services
967
+ 20.34%
$294.27 - $342.31 $285K - $331K
5.72K $1.9M
LLY
Eli Lilly & CO

Healthcare
561
+ 18.96%
$625.65 - $812.69 $351K - $456K
3.52K $2.69M
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.26K
+ 12.34%
$46.69 - $59.27 $152K - $193K
29.6K $1.57M
MRK
Merck & Co., Inc.

Healthcare
3.23K
+ 54.96%
$77.6 - $87.37 $251K - $283K
9.12K $765K
URI
United Rentals, Inc.

Industrials
95
+ 9.63%
$774.14 - $975.23 $73.5K - $92.6K
1.08K $1.03M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.2K
+ 5.23%
$19.49 - $19.61 $257K - $259K
266K $5.2M
BSCU
Invesco Exc Self Ind Tr

ETFs
14.2K
+ 6.73%
$16.67 - $17.03 $237K - $242K
225K $3.81M
TJX
Tjx Companies Inc

Consumer Cyclical
326
+ 3.25%
$121.35 - $144.54 $39.6K - $47.1K
10.4K $1.5M
UBER
Uber Technologies, Inc

Technology
2K
+ 16.2%
$86.91 - $99.57 $173K - $199K
14.3K $1.4M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
12.2K
+ 6.0%
$18.61 - $18.94 $227K - $231K
216K $4.06M
SHOP
Shopify Inc.

Technology
120
+ 1.73%
$112.11 - $157.12 $13.5K - $18.9K
7.07K $1.05M
MA
Mastercard Inc

Financial Services
344
+ 20.38%
$550.18 - $598.96 $189K - $206K
2.03K $1.16M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
64
+ 4.71%
$311.12 - $482.13 $19.9K - $30.9K
1.42K $648K
UNH
Unitedhealth Group Inc

Healthcare
256
+ 7.39%
$237.77 - $353.61 $60.9K - $90.5K
3.72K $1.28M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
445
+ 10.5%
$301.44 - $365.84 $134K - $163K
4.68K $1.52M
TMO
Thermo Fisher Scientific Inc.

Healthcare
288
+ 47.6%
$404.94 - $499.99 $117K - $144K
893 $433K
NEE
Nextera Energy Inc

Utilities
577
+ 2.66%
$69.77 - $77.54 $40.3K - $44.7K
22.3K $1.68M
MU
Micron Technology Inc

Technology
221
+ 7.06%
$104.88 - $168.89 $23.2K - $37.3K
3.35K $560K
TDG
Trans Digm Group Inc

Industrials
208
+ 42.28%
$1271.04 - $1620.83 $264K - $337K
700 $922K
APD
Air Products & Chemicals, Inc.

Basic Materials
647
+ 80.17%
$265.78 - $299.3 $172K - $194K
1.45K $396K
MS
Morgan Stanley

Financial Services
508
+ 10.74%
$139.09 - $161.16 $70.7K - $81.9K
5.24K $832K
CVX
Chevron Corp

Energy
436
+ 5.97%
$145.57 - $161.83 $63.5K - $70.6K
7.74K $1.2M
COP
Conocophillips

Energy
1.46K
+ 39.79%
$91.0 - $98.99 $133K - $144K
5.13K $484K
TFC
Truist Financial Corp

Financial Services
2.81K
+ 51.16%
$42.83 - $47.07 $120K - $132K
8.31K $379K
JNJ
Johnson & Johnson

Healthcare
315
+ 14.57%
$155.17 - $185.42 $48.9K - $58.4K
2.48K $459K
PEP
Pepsico Inc

Consumer Defensive
758
+ 27.92%
$133.81 - $152.16 $101K - $115K
3.47K $487K
BAC
Bank Of America Corp

Financial Services
623
+ 2.75%
$44.92 - $52.42 $28K - $32.7K
23.2K $1.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
455
+ 34.76%
$366.54 - $479.53 $167K - $218K
1.76K $690K
KLAC
Kla Corp

Technology
38
+ 10.47%
$843.9 - $1078.6 $32.1K - $41K
401 $432K
WELL
Welltower Inc.

Real Estate
185
+ 6.92%
$150.71 - $178.14 $27.9K - $33K
2.86K $509K
AZN
Astrazeneca PLC

Healthcare
942
+ 25.89%
$68.72 - $82.11 $64.7K - $77.3K
4.58K $351K
Activity Summary
Buys All Purchases 121 New Holdings 11 Increased Positions 110 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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