Souders Financial Advisors Reduced Holdings in Q1 2025

Souders Financial Advisors

  • $641 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-309
- 14.55%
$551.42 - $612.93 $170K - $189K
1.81K $1.01M
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.45K
- 44.22%
$119.38 - $161.42 $173K - $234K
1.83K $218K
EOG
Eog Resources Inc

Energy
-1.9K
- 33.96%
$120.54 - $138.05 $229K - $263K
3.7K $474K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-379
- 8.62%
$203.38 - $274.79 $77.1K - $104K
4.02K $825K
COST
Costco Wholesale Corp

Consumer Defensive
-236
- 17.87%
$890.62 - $1076.86 $210K - $254K
1.09K $1.03M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-947
- 34.56%
$233.07 - $290.7 $221K - $275K
1.79K $484K
FFBC
First Financial Bancorp

Financial Services
-74
- 0.1%
$24.25 - $29.06 $1.79K - $2.15K
72K $1.8M
NET
Cloudflare, Inc.

Technology
-1.42K
- 33.98%
$110.71 - $176.5 $157K - $251K
2.76K $311K
TDG
Trans Digm Group Inc

Industrials
-156
- 22.64%
$1251.32 - $1394.11 $195K - $217K
533 $737K
GS
Goldman Sachs Group Inc

Financial Services
-73
- 2.23%
$524.81 - $672.19 $38.3K - $49.1K
3.2K $1.75M
NFLX
Netflix Inc

Communication Services
-206
- 11.81%
$828.4 - $1058.6 $171K - $218K
1.54K $1.43M
SPGI
S&P Global Inc.

Financial Services
-259
- 7.96%
$478.26 - $543.77 $124K - $141K
2.99K $1.52M
BR
Broadridge Financial Solutions, Inc.

Technology
-475
- 36.2%
$221.46 - $244.83 $105K - $116K
837 $202K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-75
- 15.34%
$634.14 - $744.83 $47.6K - $55.9K
414 $262K
CLX
Clorox CO

Consumer Defensive
-65
- 2.14%
$141.76 - $162.89 $9.21K - $10.6K
2.97K $436K
CSX
Csx Corp

Industrials
-316
- 2.74%
$29.11 - $33.67 $9.2K - $10.6K
11.2K $329K
KLAC
Kla Corp

Technology
-82
- 19.03%
$636.62 - $777.63 $52.2K - $63.8K
349 $237K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-649
- 5.19%
$50.72 - $50.92 $32.9K - $33K
11.9K $602K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-273
- 2.43%
$22.46 - $23.26 $6.13K - $6.35K
10.9K $253K
TJX
Tjx Companies Inc

Consumer Cyclical
-87
- 0.85%
$112.81 - $126.16 $9.81K - $11K
10.1K $1.23M
CGMU
Capital Group Core Plus Income
-1.98K
- 4.32%
N/A
43.9K $0
Linde PLC
-2.65K
- 35.77%
N/A
4.76K $0
VZ
Verizon Communications Inc

Communication Services
-2.15K
- 8.99%
$37.81 - $46.49 $81.1K - $99.7K
21.7K $985K
CME
Cme Group Inc.

Financial Services
-886
- 10.82%
$225.82 - $266.54 $200K - $236K
7.3K $1.94M
UBER
Uber Technologies, Inc

Technology
-1.84K
- 12.72%
$63.17 - $81.49 $116K - $150K
12.6K $918K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-60
- 5.23%
$402.49 - $513.76 $24.1K - $30.8K
1.09K $526K
PGR
Progressive Corp

Financial Services
-102
- 4.55%
$235.61 - $291.22 $24K - $29.7K
2.14K $606K
KR
Kroger CO

Consumer Defensive
-15
- 0.12%
$58.36 - $67.72 $875 - $1.02K
12.9K $874K
LLY
Eli Lilly & CO

Healthcare
-78
- 2.63%
$725.72 - $929.72 $56.6K - $72.5K
2.89K $2.39M
CINF
Cincinnati Financial Corp

Financial Services
-93
- 0.32%
$133.67 - $147.81 $12.4K - $13.7K
29.1K $4.29M
PG
Procter & Gamble CO

Consumer Defensive
-1.4K
- 1.08%
$158.56 - $176.26 $222K - $247K
128K $21.8M
IBM
International Business Machines Corp

Technology
-104
- 1.92%
$217.4 - $264.74 $22.6K - $27.5K
5.32K $1.32M
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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