Souders Financial Advisors Reduced Holdings in Q1 2025

Souders Financial Advisors

  • $641 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
-355K
- 84.16%
$23.16 - $27.04 $8.21M - $9.59M
66.7K $1.56M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.97K
- 6.14%
$507.05 - $563.67 $3.03M - $3.36M
91.3K $46.9M
AVGO
Broadcom Inc.

Technology
-8.1K
- 21.67%
$167.43 - $244.7 $1.36M - $1.98M
29.3K $4.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-31.4K
- 82.64%
$102.49 - $119.96 $3.22M - $3.77M
6.6K $689K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-31.8K
- 14.08%
$95.85 - $99.25 $3.05M - $3.15M
194K $19.2M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-126K
- 61.64%
$20.64 - $20.73 $2.59M - $2.61M
78.2K $1.62M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-108K
- 47.25%
$21.23 - $23.75 $2.29M - $2.56M
120K $2.59M
AAPL
Apple Inc.

Technology
-3.11K
- 5.03%
$209.68 - $247.1 $653K - $769K
58.7K $13M
MSFT
Microsoft Corp

Technology
-2.37K
- 9.39%
$375.39 - $447.2 $890K - $1.06M
22.9K $8.59M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-89.9K
- 72.78%
$22.91 - $25.71 $2.06M - $2.31M
33.6K $853K
CARR
Carrier Global Corp

Industrials
-23.5K
- 40.31%
$62.07 - $70.55 $1.46M - $1.66M
34.8K $2.2M
PCG
Pg&E Corp

Utilities
-71.3K
- 53.39%
$15.16 - $20.4 $1.08M - $1.45M
62.2K $1.07M
FCX
Freeport Mcmoran Inc

Basic Materials
-42.3K
- 67.67%
$34.5 - $43.01 $1.46M - $1.82M
20.2K $764K
JPM
Jpmorgan Chase & CO

Financial Services
-7.03K
- 23.66%
$225.19 - $279.95 $1.58M - $1.97M
22.7K $5.57M
EQIX
Equinix Inc

Real Estate
-1.39K
- 49.29%
$803.0 - $959.97 $1.11M - $1.33M
1.43K $1.16M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-6.78K
- 42.59%
$168.84 - $202.89 $1.14M - $1.38M
9.14K $1.61M
ARMK
Aramark

Industrials
-36K
- 50.11%
$34.13 - $39.63 $1.23M - $1.43M
35.8K $1.24M
GOOG
Alphabet Inc.

Communication Services
-2.2K
- 7.47%
$156.06 - $207.71 $343K - $457K
27.2K $4.25M
URI
United Rentals, Inc.

Industrials
-1.67K
- 53.91%
$594.17 - $789.56 $992K - $1.32M
1.43K $894K
TRP
Tc Energy Corp

Energy
-28K
- 46.69%
$44.29 - $49.27 $1.24M - $1.38M
32K $1.51M
NVO
Novo Nordisk A S

Healthcare
-11.4K
- 39.24%
$69.3 - $90.95 $790K - $1.04M
17.7K $1.23M
HD
Home Depot, Inc.

Consumer Cyclical
-2.54K
- 17.64%
$347.25 - $424.87 $882K - $1.08M
11.9K $4.35M
CNQ
Canadian Natural Resources LTD

Energy
-40.4K
- 58.34%
$26.72 - $32.74 $1.08M - $1.32M
28.8K $888K
UNH
Unitedhealth Group Inc

Healthcare
-2.7K
- 28.68%
$461.52 - $548.18 $1.25M - $1.48M
6.71K $3.52M
CMCSA
Comcast Corp

Communication Services
-29.6K
- 51.99%
$33.19 - $38.23 $982K - $1.13M
27.3K $1.01M
TXN
Texas Instruments Inc

Technology
-5.71K
- 44.25%
N/A
7.19K $1.4M
UNP
Union Pacific Corp

Industrials
-5.09K
- 44.26%
$225.21 - $254.42 $1.15M - $1.29M
6.41K $1.51M
STZ
Constellation Brands, Inc.

Consumer Defensive
-4.36K
- 57.53%
$161.05 - $222.93 $702K - $972K
3.22K $590K
AMZN
Amazon Com Inc

Consumer Cyclical
-449
- 1.45%
$190.26 - $242.06 $85.4K - $109K
30.4K $5.79M
V
Visa Inc.

Financial Services
-4.36K
- 24.15%
$306.92 - $362.71 $1.34M - $1.58M
13.7K $4.8M
AMGN
Amgen Inc

Healthcare
-4.63K
- 42.91%
$258.59 - $327.36 $1.2M - $1.52M
6.16K $1.92M
TSLA
Tesla, Inc.

Consumer Cyclical
-190
- 3.54%
$222.15 - $428.22 $42.2K - $81.4K
5.17K $1.34M
ABT
Abbott Laboratories

Healthcare
-10.5K
- 32.85%
$111.1 - $140.22 $1.17M - $1.48M
21.5K $2.85M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.19K
- 30.94%
$279.74 - $321.29 $891K - $1.02M
7.11K $2.22M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-4.87K
- 35.66%
$208.48 - $244.03 $1.01M - $1.19M
8.78K $2.14M
VIG
Vanguard Dividend Appreciation

ETFs
-3.5K
- 7.67%
N/A
42.2K $7.68M
ABBV
Abb Vie Inc.

Healthcare
-5.39K
- 31.54%
$169.2 - $216.66 $911K - $1.17M
11.7K $2.45M
GE
General Electric CO

Industrials
-6.29K
- 29.64%
$168.59 - $212.13 $1.06M - $1.33M
14.9K $2.99M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-5.99K
- 30.64%
$47.79 - $59.89 $286K - $359K
13.6K $680K
MRK
Merck & Co., Inc.

Healthcare
-4.47K
- 62.42%
$83.01 - $101.02 $371K - $452K
2.69K $241K
DHR
Danaher Corp

Healthcare
-1.63K
- 30.45%
$201.62 - $250.59 $328K - $408K
3.72K $762K
ISRG
Intuitive Surgical Inc

Healthcare
-744
- 27.31%
$476.63 - $610.45 $355K - $454K
1.98K $980K
RTX
Raytheon Technologies Corp

Industrials
-7.36K
- 22.48%
$114.1 - $135.66 $840K - $999K
25.4K $3.36M
MSTR
Microstrategy Inc

Technology
-1.34K
- 32.43%
$239.27 - $396.5 $320K - $531K
2.79K $804K
BAC
Bank Of America Corp

Financial Services
-7.25K
- 20.92%
$39.61 - $47.74 $287K - $346K
27.4K $1.14M
SHOP
Shopify Inc.

Technology
-2.4K
- 24.19%
$90.59 - $129.31 $218K - $311K
7.53K $718K
ASML
Asml Holding Nv

Technology
-409
- 41.02%
$662.63 - $776.99 $271K - $318K
588 $389K
HON
Honeywell International Inc

Industrials
-715
- 10.72%
$202.75 - $226.52 $145K - $162K
5.95K $1.26M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-251
- 4.06%
$165.25 - $224.62 $41.5K - $56.4K
5.94K $985K
Activity Summary
Buys All Purchases 92 New Holdings 20 Increased Positions 72 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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