Souders Financial Advisors Reduced Holdings in Q4 2024

Souders Financial Advisors

  • $661 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-401K
- 76.46%
$23.01 - $26.06 $9.24M - $10.5M
124K $2.86M
CARR
Carrier Global Corp

Industrials
-19.7K
- 25.31%
$66.69 - $82.65 $1.32M - $1.63M
58.3K $3.98M
NVO
Novo Nordisk A S

Healthcare
-10.7K
- 26.91%
$85.0 - $120.04 $909K - $1.28M
29.1K $2.5M
FCX
Freeport Mcmoran Inc

Basic Materials
-28.5K
- 31.31%
$38.08 - $50.82 $1.08M - $1.45M
62.5K $2.38M
AMGN
Amgen Inc

Healthcare
-4.38K
- 28.85%
$258.78 - $328.31 $1.13M - $1.44M
10.8K $2.81M
GE
General Electric CO

Industrials
-8.5K
- 28.62%
$159.95 - $194.23 $1.36M - $1.65M
21.2K $3.54M
UNH
Unitedhealth Group Inc

Healthcare
-2.11K
- 18.31%
$485.52 - $625.25 $1.02M - $1.32M
9.41K $4.76M
AAPL
Apple Inc.

Technology
-11.6K
- 15.85%
$221.69 - $259.02 $2.58M - $3.02M
61.8K $15.5M
STZ
Constellation Brands, Inc.

Consumer Defensive
-5.21K
- 40.74%
$219.66 - $257.62 $1.14M - $1.34M
7.58K $1.67M
MSFT
Microsoft Corp

Technology
-2.94K
- 10.44%
$406.35 - $454.46 $1.2M - $1.34M
25.3K $10.6M
CMCSA
Comcast Corp

Communication Services
-27.6K
- 32.68%
$37.39 - $45.14 $1.03M - $1.25M
56.9K $2.14M
HD
Home Depot, Inc.

Consumer Cyclical
-2.83K
- 16.43%
$385.02 - $431.37 $1.09M - $1.22M
14.4K $5.6M
URI
United Rentals, Inc.

Industrials
-1.3K
- 29.56%
$704.44 - $880.32 $915K - $1.14M
3.1K $2.18M
ABBV
Abb Vie Inc.

Healthcare
-5.27K
- 23.57%
$164.99 - $203.87 $869K - $1.07M
17.1K $3.03M
ARMK
Aramark

Industrials
-32.8K
- 31.32%
$37.25 - $42.22 $1.22M - $1.38M
71.8K $2.68M
UNP
Union Pacific Corp

Industrials
-4.55K
- 28.37%
$223.15 - $249.32 $1.02M - $1.13M
11.5K $2.62M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.87K
- 27.3%
$288.47 - $316.54 $1.12M - $1.22M
10.3K $2.98M
TRP
Tc Energy Corp

Energy
-25.8K
- 30.03%
$44.03 - $50.23 $1.13M - $1.29M
60K $2.79M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-4.88K
- 26.33%
$209.89 - $233.24 $1.02M - $1.14M
13.7K $2.9M
CNQ
Canadian Natural Resources LTD

Energy
-31.4K
- 31.19%
$29.51 - $37.6 $926K - $1.18M
69.2K $2.14M
ABT
Abbott Laboratories

Healthcare
-10.2K
- 24.08%
$111.93 - $119.39 $1.14M - $1.21M
32K $3.62M
PCG
Pg&E Corp

Utilities
-56.7K
- 29.82%
$19.2 - $21.63 $1.09M - $1.23M
134K $2.69M
EQIX
Equinix Inc

Real Estate
-1.33K
- 32.03%
$865.69 - $985.0 $1.15M - $1.31M
2.82K $2.66M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-6.2K
- 28.03%
$178.39 - $215.0 $1.11M - $1.33M
15.9K $3.07M
TXN
Texas Instruments Inc

Technology
-5.05K
- 28.11%
N/A
12.9K $2.51M
VIG
Vanguard Dividend Appreciation

ETFs
-5.26K
- 10.33%
N/A
45.7K $8.32M
WMT
Walmart Inc.

Consumer Defensive
-11.5K
- 66.57%
$79.1 - $95.7 $907K - $1.1M
5.76K $520K
RTX
Raytheon Technologies Corp

Industrials
-4.26K
- 11.51%
$114.45 - $127.21 $488K - $542K
32.7K $3.79M
JPM
Jpmorgan Chase & CO

Financial Services
-7.17K
- 19.43%
$205.18 - $250.29 $1.47M - $1.79M
29.7K $7.13M
ELV
Elevance Health, Inc.

Healthcare
-349
- 10.6%
$365.96 - $514.62 $128K - $180K
2.94K $1.09M
DHR
Danaher Corp

Healthcare
-1.04K
- 16.3%
$226.16 - $274.52 $235K - $286K
5.35K $1.23M
LLY
Eli Lilly & CO

Healthcare
-219
- 6.87%
$727.2 - $932.06 $159K - $204K
2.97K $2.29M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-278
- 36.25%
$701.85 - $1046.91 $195K - $291K
489 $348K
ASML
Asml Holding Nv

Technology
-355
- 26.26%
$658.43 - $872.27 $234K - $310K
997 $691K
UBER
Uber Technologies, Inc

Technology
-2.78K
- 16.11%
$59.93 - $86.34 $166K - $240K
14.5K $871K
MRK
Merck & Co., Inc.

Healthcare
-2.68K
- 27.19%
$96.31 - $114.76 $258K - $307K
7.16K $712K
V
Visa Inc.

Financial Services
-3.92K
- 17.82%
$273.87 - $320.91 $1.07M - $1.26M
18.1K $5.71M
NEE
Nextera Energy Inc

Utilities
-538
- 2.4%
$69.77 - $85.43 $37.5K - $46K
21.9K $1.57M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.17K
- 5.39%
$113.92 - $127.38 $247K - $276K
38K $4.38M
SPGI
S&P Global Inc.

Financial Services
-436
- 11.82%
$480.36 - $529.17 $209K - $231K
3.25K $1.62M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-613
- 18.28%
$232.27 - $300.43 $142K - $184K
2.74K $644K
TDG
Trans Digm Group Inc

Industrials
-108
- 13.55%
$1239.0 - $1442.53 $134K - $156K
689 $873K
EOG
Eog Resources Inc

Energy
-2.03K
- 26.64%
$118.22 - $136.54 $240K - $278K
5.6K $686K
ATI
Allegheny Technologies Inc

Industrials
-2.58K
- 36.22%
$52.71 - $65.96 $136K - $170K
4.54K $250K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-319
- 21.76%
$396.64 - $516.74 $127K - $165K
1.15K $461K
SHW
Sherwin Williams CO

Basic Materials
-296
- 10.8%
$338.75 - $399.71 $100K - $118K
2.44K $830K
COST
Costco Wholesale Corp

Consumer Defensive
-286
- 17.8%
$873.59 - $994.69 $250K - $284K
1.32K $1.21M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.07K
- 19.24%
$57.53 - $60.83 $177K - $187K
12.9K $741K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.47K
- 18.62%
$55.73 - $66.16 $249K - $296K
19.5K $1.18M
Activity Summary
Buys All Purchases 87 New Holdings 12 Increased Positions 75 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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