Souders Financial Advisors Reduced Holdings in Q3 2024

Souders Financial Advisors

  • $683 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TDVG
T Rowe Price Exchange Traded F

Technology
-277K
- 97.75%
$37.87 - $40.96 $10.5M - $11.4M
6.37K $261K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-40.7K
- 50.33%
$105.53 - $118.34 $4.29M - $4.82M
40.2K $4.7M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-17.7K
- 94.09%
$201.82 - $234.36 $3.57M - $4.14M
1.11K $256K
COP
Conocophillips

Energy
-30.4K
- 93.39%
$102.3 - $116.61 $3.11M - $3.54M
2.15K $226K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-29.3K
- 11.66%
$96.25 - $101.98 $2.82M - $2.99M
222K $22.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-14.6K
- 7.78%
$92.63 - $105.69 $1.35M - $1.54M
173K $18M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-8.63K
- 39.25%
$91.42 - $91.82 $789K - $792K
13.4K $1.23M
GOOG
Alphabet Inc.

Communication Services
-818
- 2.36%
$149.54 - $192.66 $122K - $158K
33.9K $5.67M
CGXU
Capital Group Intl Focus Equit

ETFs
-47.9K
- 10.08%
$24.27 - $27.46 $1.16M - $1.31M
427K $11.5M
MSFT
Microsoft Corp

Technology
-2
- 0.01%
$395.15 - $467.56 $790 - $935
28.2K $12.1M
TCHP
T Rowe Price Exchange Traded F

Technology
-10.4K
- 4.66%
$35.14 - $40.43 $367K - $422K
213K $8.46M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-26.7K
- 8.53%
$77.02 - $85.06 $2.06M - $2.27M
286K $24.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
-28
- 0.59%
$113.01 - $154.34 $3.16K - $4.32K
4.73K $599K
QCOM
Qualcomm Inc

Technology
-164
- 6.51%
$156.12 - $209.64 $25.6K - $34.4K
2.35K $400K
TXN
Texas Instruments Inc

Technology
-437
- 2.38%
$194.6 - $194.6 $85K - $85K
17.9K $3.49M
LLY
Eli Lilly & CO

Healthcare
-22
- 0.69%
$772.14 - $960.02 $17K - $21.1K
3.19K $2.82M
ELV
Elevance Health, Inc.

Healthcare
-1
- 0.03%
$500.12 - $562.29 $500 - $562
3.29K $1.71M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.15K
- 12.24%
$107.93 - $120.23 $124K - $139K
8.26K $971K
SCHW
Schwab Charles Corp

Financial Services
-154
- 3.74%
$61.74 - $76.08 $9.51K - $11.7K
3.96K $256K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-240
- 3.32%
$147.95 - $191.05 $35.5K - $45.9K
6.99K $1.21M
BAC
Bank Of America Corp

Financial Services
-328
- 0.82%
$36.65 - $44.13 $12K - $14.5K
39.8K $1.58M
CVS
Cvs Health Corp

Healthcare
-368
- 8.07%
$55.81 - $63.18 $20.5K - $23.3K
4.19K $263K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-232
- 3.97%
$45.2 - $47.87 $10.5K - $11.1K
5.61K $266K
FSCO
Fs Cr Opportunities Corp Com
-45.3K
- 74.36%
N/A
15.6K $0
PFE
Pfizer Inc

Healthcare
-146
- 1.75%
$27.7 - $31.39 $4.04K - $4.58K
8.2K $237K
LCNB
Lcnb Corp

Financial Services
-133
- 0.8%
$13.06 - $16.0 $1.74K - $2.13K
16.4K $247K
NOW
Service Now, Inc.

Technology
-3
- 1.18%
$730.87 - $937.36 $2.19K - $2.81K
252 $225K
MELI
Mercadolibre Inc

Consumer Cyclical
-11
- 8.87%
$1591.44 - $2140.1 $17.5K - $23.5K
113 $231K
JNJ
Johnson & Johnson

Healthcare
-17
- 0.8%
$145.48 - $167.38 $2.47K - $2.85K
2.1K $339K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-218
- 1.35%
$54.98 - $59.51 $12K - $13K
16K $950K
BMY
Bristol Myers Squibb CO

Healthcare
-71
- 1.21%
$39.66 - $51.75 $2.82K - $3.67K
5.8K $300K
CME
Cme Group Inc.

Financial Services
-415
- 6.44%
$193.43 - $220.62 $80.3K - $91.6K
6.03K $1.33M
PGR
Progressive Corp

Financial Services
-163
- 6.99%
$209.46 - $259.24 $34.1K - $42.3K
2.17K $550K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-159
- 4.53%
$233.81 - $287.01 $37.2K - $45.6K
3.35K $922K
JPM
Jpmorgan Chase & CO

Financial Services
-1.01K
- 2.67%
$194.9 - $224.8 $197K - $228K
36.9K $7.78M
GS
Goldman Sachs Group Inc

Financial Services
-12
- 0.34%
$459.02 - $510.25 $5.51K - $6.12K
3.51K $1.74M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-534
- 1.16%
$75.47 - $83.18 $40.3K - $44.4K
45.6K $3.79M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-50
- 0.27%
$210.25 - $231.86 $10.5K - $11.6K
18.5K $4.13M
WMT
Walmart Inc.

Consumer Defensive
-72
- 0.42%
$66.91 - $81.4 $4.82K - $5.86K
17.2K $1.39M
SHW
Sherwin Williams CO

Basic Materials
-7
- 0.25%
$294.65 - $384.0 $2.06K - $2.69K
2.74K $1.05M
ABT
Abbott Laboratories

Healthcare
-1.07K
- 2.48%
$100.07 - $118.13 $107K - $127K
42.2K $4.81M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-603
- 0.42%
$71.45 - $75.64 $43.1K - $45.6K
142K $10.7M
ARMK
Aramark

Industrials
-1.16K
- 1.1%
$32.37 - $38.91 $37.5K - $45.1K
105K $4.05M
CINF
Cincinnati Financial Corp

Financial Services
-255
- 0.88%
$115.7 - $138.2 $29.5K - $35.2K
28.7K $3.91M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-286
- 1.28%
$156.14 - $187.2 $44.7K - $53.5K
22.1K $4.09M
PG
Procter & Gamble CO

Consumer Defensive
-2.43K
- 1.79%
$160.76 - $177.82 $390K - $432K
133K $23.1M
RTX
Raytheon Technologies Corp

Industrials
-175
- 0.47%
$99.55 - $123.34 $17.4K - $21.6K
37K $4.48M
AAPL
Apple Inc.

Technology
-3.52K
- 4.57%
$207.23 - $234.82 $729K - $826K
73.5K $17.1M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-16.4K
- 3.02%
$23.66 - $26.53 $387K - $434K
525K $13.7M
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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