Souders Financial Advisors Reduced Holdings in Q3 2025

Souders Financial Advisors

  • $740 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGXU
Capital Group Intl Focus Equit

ETFs
-140K
- 18.91%
$26.49 - $29.62 $3.71M - $4.15M
601K $17.8M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-55K
- 83.8%
$20.66 - $20.74 $1.14M - $1.14M
10.6K $220K
PG
Procter & Gamble CO

Consumer Defensive
-2.53K
- 2.08%
$150.47 - $161.22 $380K - $407K
119K $18.3M
CARR
Carrier Global Corp

Industrials
-1.65K
- 5.58%
$58.75 - $80.73 $96.9K - $133K
27.9K $1.67M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.89K
- 27.59%
$48.5 - $50.19 $431K - $446K
23.3K $1.17M
NVO
Novo Nordisk A S

Healthcare
-3.65K
- 27.35%
$45.38 - $71.7 $166K - $262K
9.7K $538K
HON
Honeywell International Inc

Industrials
-1.08K
- 17.86%
$207.7 - $240.4 $225K - $260K
4.97K $1.05M
META
Meta Platforms, Inc.

Communication Services
-330
- 3.57%
$695.21 - $791.73 $229K - $261K
8.91K $6.54M
ELV
Elevance Health, Inc.

Healthcare
-339
- 13.38%
$274.66 - $395.76 $93.1K - $134K
2.2K $709K
V
Visa Inc.

Financial Services
-287
- 2.27%
$332.09 - $358.86 $95.3K - $103K
12.3K $4.21M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-458
- 6.09%
$196.15 - $217.83 $89.8K - $99.8K
7.06K $1.42M
CMCSA
Comcast Corp

Communication Services
-4.59K
- 26.65%
$31.41 - $36.33 $144K - $167K
12.6K $396K
MSTR
Microstrategy Inc

Technology
-92
- 4.63%
$300.7 - $455.9 $27.7K - $41.9K
1.9K $610K
EQIX
Equinix Inc

Real Estate
-231
- 24.57%
$756.7 - $811.13 $175K - $187K
709 $555K
TXN
Texas Instruments Inc

Technology
-977
- 23.17%
N/A
3.24K $630K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.93K
- 46.22%
$108.46 - $120.63 $210K - $233K
2.25K $267K
UNP
Union Pacific Corp

Industrials
-866
- 20.86%
$214.91 - $237.16 $186K - $205K
3.29K $776K
IBM
International Business Machines Corp

Technology
-379
- 6.73%
$234.77 - $292.47 $89K - $111K
5.25K $1.48M
ARMK
Aramark

Industrials
-2.6K
- 11.5%
$37.46 - $44.15 $97.2K - $115K
20K $767K
PCG
Pg&E Corp

Utilities
-13.6K
- 36.97%
$13.0 - $15.73 $177K - $214K
23.2K $350K
FCX
Freeport Mcmoran Inc

Basic Materials
-2.83K
- 23.85%
$35.34 - $47.21 $99.9K - $134K
9.03K $354K
CNQ
Canadian Natural Resources LTD

Energy
-4.38K
- 25.0%
$29.31 - $32.93 $128K - $144K
13.1K $420K
ACN
Accenture PLC

Technology
-74
- 3.49%
$232.56 - $304.78 $17.2K - $22.6K
2.05K $504K
SPGI
S&P Global Inc.

Financial Services
-9
- 0.32%
$484.94 - $564.15 $4.36K - $5.08K
2.82K $1.37M
AMGN
Amgen Inc

Healthcare
-403
- 7.14%
$271.18 - $309.22 $109K - $125K
5.24K $1.48M
MDT
Medtronic PLC

Healthcare
-1.24K
- 30.87%
$87.67 - $95.74 $109K - $119K
2.78K $264K
PAYX
Paychex Inc

Industrials
-361
- 17.08%
$126.69 - $147.99 $45.7K - $53.4K
1.75K $222K
CTAS
Cintas Corp

Industrials
-173
- 6.25%
$199.29 - $226.27 $34.5K - $39.1K
2.6K $532K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.63K
- 13.78%
$50.81 - $51.07 $83K - $83.4K
10.2K $521K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-2.94K
- 17.09%
$26.92 - $28.6 $79K - $83.9K
14.2K $397K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-237
- 14.91%
$546.99 - $602.2 $130K - $143K
1.35K $812K
KO
Coca Cola CO

Consumer Defensive
-136
- 1.08%
$65.67 - $71.67 $8.93K - $9.75K
12.5K $828K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-1.97K
- 13.93%
$36.71 - $38.11 $72.4K - $75.2K
12.2K $464K
GILD
Gilead Sciences, Inc.

Healthcare
-504
- 14.47%
$108.22 - $120.47 $54.5K - $60.7K
2.98K $330K
ABT
Abbott Laboratories

Healthcare
-148
- 0.85%
$120.51 - $136.62 $17.8K - $20.2K
17.2K $2.3M
DHR
Danaher Corp

Healthcare
-265
- 10.25%
$181.46 - $212.2 $48.1K - $56.2K
2.32K $460K
TRP
Tc Energy Corp

Energy
-3.19K
- 14.13%
$46.58 - $54.41 $148K - $173K
19.4K $1.05M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.14K
- 13.27%
$25.29 - $28.33 $130K - $146K
33.6K $937K
BMY
Bristol Myers Squibb CO

Healthcare
-284
- 3.63%
$43.31 - $48.98 $12.3K - $13.9K
7.54K $340K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-520
- 9.08%
$185.88 - $207.44 $96.7K - $108K
5.21K $1.05M
EOG
Eog Resources Inc

Energy
-34
- 1.69%
$112.12 - $126.1 $3.81K - $4.29K
1.97K $221K
MCD
Mcdonalds Corp

Consumer Cyclical
-291
- 4.54%
$291.67 - $316.99 $84.9K - $92.2K
6.13K $1.86M
CEG
Constellation Energy Corp

Utilities
-69
- 3.29%
$298.82 - $354.89 $20.6K - $24.5K
2.03K $667K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-932
- 0.35%
$19.61 - $19.79 $18.3K - $18.4K
266K $5.24M
AMAT
Applied Materials Inc

Technology
-155
- 11.46%
$156.25 - $204.95 $24.2K - $31.8K
1.2K $245K
T Rowe Price ETF Inc
-157K
- 31.77%
N/A
338K $0
T Rowe Price ETF Inc
-1.52K
- 0.21%
N/A
725K $0
Ge Vernova Inc
-310
- 22.43%
N/A
1.07K $0
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-333
- 2.59%
$31.28 - $32.14 $10.4K - $10.7K
12.5K $402K
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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