Souders Financial Advisors Sells in Q2 2025

Souders Financial Advisors

  • $697 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-3.25K
- 48.4%
$274.35 - $599.47 $891K - $1.95M
3.46K $1.08M
PG
Procter & Gamble CO

Consumer Defensive
-6.18K
- 4.83%
$157.66 - $172.39 $974K - $1.06M
122K $19.4M
AAPL
Apple Inc.

Technology
-840
- 1.43%
$172.42 - $223.89 $145K - $188K
57.9K $11.9M
ABBV
Abb Vie Inc.

Healthcare
-3.51K
- 30.02%
$170.16 - $206.27 $597K - $724K
8.18K $1.52M
CRM
Salesforce, Inc.

Technology
-3.26K
- 47.13%
$236.26 - $291.15 $770K - $949K
3.66K $996K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-28K
- 41.95%
$20.42 - $25.3 $572K - $708K
38.7K $980K
TXN
Texas Instruments Inc

Technology
-2.98K
- 41.4%
N/A
4.22K $820K
UNP
Union Pacific Corp

Industrials
-2.26K
- 35.2%
$208.27 - $238.46 $470K - $538K
4.15K $955K
PCG
Pg&E Corp

Utilities
-25.3K
- 40.73%
$13.55 - $17.87 $343K - $453K
36.9K $514K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-3.42K
- 37.36%
$149.76 - $186.42 $511K - $637K
5.73K $1.07M
ABT
Abbott Laboratories

Healthcare
-4.16K
- 19.35%
$123.95 - $138.08 $516K - $575K
17.3K $2.36M
PEP
Pepsico Inc

Consumer Defensive
-2.88K
- 51.48%
$128.02 - $151.37 $369K - $436K
2.72K $358K
EQIX
Equinix Inc

Real Estate
-488
- 34.17%
$740.07 - $914.43 $361K - $446K
940 $747K
TRP
Tc Energy Corp

Energy
-9.46K
- 29.54%
$44.48 - $51.4 $421K - $486K
22.6K $1.1M
CMCSA
Comcast Corp

Communication Services
-10.1K
- 37.01%
$32.84 - $36.72 $332K - $371K
17.2K $614K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-16.5K
- 48.95%
$23.14 - $27.82 $381K - $458K
17.2K $469K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.16K
- 22.9%
$91.43 - $91.74 $380K - $381K
14K $1.28M
ELV
Elevance Health, Inc.

Healthcare
-604
- 19.25%
$372.27 - $452.69 $225K - $273K
2.53K $985K
MCD
Mcdonalds Corp

Consumer Cyclical
-693
- 9.75%
$285.55 - $321.23 $198K - $223K
6.42K $1.87M
AMGN
Amgen Inc

Healthcare
-520
- 8.44%
$262.28 - $309.85 $136K - $161K
5.64K $1.58M
CNQ
Canadian Natural Resources LTD

Energy
-11.3K
- 39.21%
$25.14 - $34.01 $284K - $385K
17.5K $550K
V
Visa Inc.

Financial Services
-1.08K
- 7.9%
$308.27 - $373.31 $334K - $404K
12.6K $4.48M
NVO
Novo Nordisk A S

Healthcare
-4.31K
- 24.41%
$58.08 - $81.05 $250K - $349K
13.3K $921K
ARMK
Aramark

Industrials
-13.3K
- 37.0%
$30.39 - $42.1 $403K - $558K
22.6K $945K
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.31K
- 40.75%
$160.0 - $195.62 $210K - $256K
1.91K $310K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-12.6K
- 16.06%
$20.66 - $20.74 $260K - $261K
65.7K $1.36M
DHR
Danaher Corp

Healthcare
-1.13K
- 30.47%
$174.64 - $205.16 $198K - $232K
2.59K $510K
FCX
Freeport Mcmoran Inc

Basic Materials
-8.34K
- 41.28%
$29.15 - $44.46 $243K - $371K
11.9K $514K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-21.7K
- 18.08%
$19.1 - $23.83 $415K - $518K
98.5K $2.35M
CVX
Chevron Corp

Energy
-382
- 4.97%
$133.73 - $168.51 $51.1K - $64.4K
7.3K $1.05M
EOG
Eog Resources Inc

Energy
-1.69K
- 45.72%
$104.61 - $129.97 $177K - $220K
2.01K $240K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.42K
- 36.64%
$90.56 - $109.49 $219K - $265K
4.18K $456K
HD
Home Depot, Inc.

Consumer Cyclical
-635
- 5.36%
$335.24 - $380.78 $213K - $242K
11.2K $4.11M
MO
Altria Group, Inc.

Consumer Defensive
-3.04K
- 40.47%
$55.56 - $60.91 $169K - $185K
4.48K $262K
JNJ
Johnson & Johnson

Healthcare
-903
- 29.46%
$146.36 - $159.82 $132K - $144K
2.16K $330K
URI
United Rentals, Inc.

Industrials
-440
- 30.83%
$551.94 - $753.4 $243K - $331K
987 $743K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.32K
- 17.71%
$51.14 - $57.0 $118K - $132K
10.8K $611K
COST
Costco Wholesale Corp

Consumer Defensive
-157
- 14.47%
$908.13 - $1056.85 $143K - $166K
928 $918K
ISRG
Intuitive Surgical Inc

Healthcare
-364
- 18.38%
$451.58 - $565.94 $164K - $206K
1.62K $878K
CLX
Clorox CO

Consumer Defensive
-51
- 1.72%
$118.01 - $148.69 $6.02K - $7.58K
2.92K $350K
DUK
Duke Energy Corp

Utilities
-276
- 2.22%
$112.46 - $124.05 $31K - $34.2K
12.2K $1.44M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.82K
- 20.8%
$45.98 - $56.15 $130K - $158K
10.7K $602K
BAC
Bank Of America Corp

Financial Services
-4.8K
- 17.51%
$34.39 - $47.46 $165K - $228K
22.6K $1.07M
VZ
Verizon Communications Inc

Communication Services
-607
- 2.79%
$41.67 - $45.62 $25.3K - $27.7K
21.1K $913K
ASML
Asml Holding Nv

Technology
-189
- 32.14%
$595.37 - $815.24 $113K - $154K
399 $319K
NEE
Nextera Energy Inc

Utilities
-443
- 2.0%
$64.11 - $75.0 $28.4K - $33.2K
21.7K $1.51M
AIG
American International Group, Inc.

Financial Services
-669
- 20.8%
$77.56 - $87.72 $51.9K - $58.7K
2.55K $218K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.13K
- 0.75%
$72.02 - $73.82 $81.5K - $83.6K
151K $11.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-70
- 2.79%
$210.83 - $235.28 $14.8K - $16.5K
2.44K $541K
Activity Summary
Buys All Purchases 113 New Holdings 24 Increased Positions 89 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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