Souders Financial Advisors Portfolio Holdings

Souders Financial Advisors

  • $661 Million
  • Q4 2024

Souders Financial Advisors has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $661 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $55.4M, Vanguard Index Fds S&P 500 ETF with a value of $52.4M, Capital Group Divid Value ETF with a value of $34.6M, Capital Group Core Equity ETF with a value of $28.5M, and Vanguard Star Fd Vanguard Tota with a value of $28.5M.

Examining the 13F form we can see an decrease of $22M in the current position value, from $683M to 661M.

Below you can find more details about Souders Financial Advisors portfolio as well as his latest detailed transactions.

Portfolio value $661 Million
ETFs: $395 Million
Technology: $51.2 Million
Financial Services: $35.6 Million
Consumer Defensive: $28.7 Million
Industrials: $26.9 Million
Healthcare: $25.9 Million
Consumer Cyclical: $22.6 Million
Communication Services: $16.4 Million
Other: $20.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$395B
$21.7 Million 3.28% of portfolio
129,204
Q4 2024 Reduced 3.19%
$3.51T
$15.5 Million 2.34% of portfolio
61,842
Q4 2024 Reduced 15.85%
$2.92T
$10.6 Million 1.61% of portfolio
25,253
Q4 2024 Reduced 10.44%
$77.6B
$8.66 Million 1.31% of portfolio
37,367
Q4 2024 Reduced 16.8%
$709B
$7.13 Million 1.08% of portfolio
29,728
Q4 2024 Reduced 19.43%
$2T
$6.78 Million 1.02% of portfolio
30,885
Q4 2024 Reduced 2.18%
$549B
$5.71 Million 0.86% of portfolio
18,068
Q4 2024 Reduced 17.82%
$359B
$5.6 Million 0.85% of portfolio
14,397
Q4 2024 Reduced 16.43%
$1.01T
$5.6 Million 0.85% of portfolio
29,428
Q4 2024 Reduced 13.16%
$483B
$4.76 Million 0.72% of portfolio
9,412
Q4 2024 Reduced 18.31%
$1.34T
$4.58 Million 0.69% of portfolio
7,764
Q4 2024 Added 6.24%
$23.2B
$4.19 Million 0.63% of portfolio
29,149
Q4 2024 Added 1.43%
$55.3B
$3.98 Million 0.6% of portfolio
58,265
Q4 2024 Reduced 25.31%
$195B
$3.79 Million 0.57% of portfolio
32,748
Q4 2024 Reduced 11.51%
$221B
$3.62 Million 0.55% of portfolio
32,032
Q4 2024 Reduced 24.08%
$293B
$3.57 Million 0.54% of portfolio
26,582
Q4 2024 Added 4.46%
$70.1B
$3.07 Million 0.46% of portfolio
15,921
Q4 2024 Reduced 28.03%
$371B
$3.03 Million 0.46% of portfolio
17,075
Q4 2024 Reduced 23.57%
$225B
$2.98 Million 0.45% of portfolio
10,294
Q4 2024 Reduced 27.3%
$115B
$2.9 Million 0.44% of portfolio
13,651
Q4 2024 Reduced 26.33%
$169B
$2.81 Million 0.43% of portfolio
10,796
Q4 2024 Reduced 28.85%
$49B
$2.79 Million 0.42% of portfolio
60,048
Q4 2024 Reduced 30.03%
$8.87B
$2.68 Million 0.41% of portfolio
71,818
Q4 2024 Reduced 31.32%
$33.6B
$2.69 Million 0.41% of portfolio
133,506
Q4 2024 Reduced 29.82%
$76B
$2.66 Million 0.4% of portfolio
2,816
Q4 2024 Reduced 32.03%
$144B
$2.62 Million 0.4% of portfolio
11,495
Q4 2024 Reduced 28.37%
$177B
$2.51 Million 0.38% of portfolio
12,903
Q4 2024 Reduced 28.11%
$173B
$2.5 Million 0.38% of portfolio
29,060
Q4 2024 Reduced 26.91%
$57.5B
$2.38 Million 0.36% of portfolio
62,450
Q4 2024 Reduced 31.31%
$796B
$2.29 Million 0.35% of portfolio
2,968
Q4 2024 Reduced 6.87%
$43.5B
$2.18 Million 0.33% of portfolio
3,096
Q4 2024 Reduced 29.56%
$785B
$2.16 Million 0.33% of portfolio
5,361
Q4 2024 Reduced 7.89%
$162B
$2.14 Million 0.32% of portfolio
56,919
Q4 2024 Reduced 32.68%
$35B
$2.14 Million 0.32% of portfolio
69,218
Q4 2024 Reduced 31.19%
$2.35B
$1.94 Million 0.29% of portfolio
72,049
Q4 2024 Added 0.02%
$94.7B
$1.9 Million 0.29% of portfolio
8,190
Q4 2024 Added 35.82%
$193B
$1.87 Million 0.28% of portfolio
3,269
Q4 2024 Reduced 6.87%
$28.6B
$1.67 Million 0.25% of portfolio
7,575
Q4 2024 Reduced 40.74%
$162B
$1.62 Million 0.25% of portfolio
3,253
Q4 2024 Reduced 11.82%
$139B
$1.57 Million 0.24% of portfolio
21,861
Q4 2024 Reduced 2.4%
$427B
$1.55 Million 0.24% of portfolio
1,744
Q4 2024 Reduced 7.14%
$980B
$1.54 Million 0.23% of portfolio
8,129
Q4 2024 Added 27.81%
$341B
$1.52 Million 0.23% of portfolio
34,670
Q4 2024 Reduced 12.87%
$141B
$1.51 Million 0.23% of portfolio
6,668
Q4 2024 Added 6.91%
$174B
$1.42 Million 0.21% of portfolio
2,724
Q4 2024 Reduced 15.82%
$281B
$1.4 Million 0.21% of portfolio
4,181
Q4 2024 Reduced 4.67%
$177B
$1.33 Million 0.2% of portfolio
3,667
Q4 2024 Reduced 6.09%
$91.7B
$1.33 Million 0.2% of portfolio
12,357
Q4 2024 Added 19.37%
$135B
$1.23 Million 0.19% of portfolio
10,221
Q4 2024 Added 23.71%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $661 Million
  • Prior Value $683 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
Track This Portfolio

Track Souders Financial Advisors Portfolio

Follow Souders Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Souders Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Souders Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email