Souders Financial Advisors Portfolio Holdings

Souders Financial Advisors

  • $697 Million
  • Q2 2025

Souders Financial Advisors has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $697 Million distributed in 200 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 $63.3M, Vanguard Index Fds S&P 500 ETF with a value of $53.8M, Capital Group Divid Value ETF with a value of $51.3M, Vanguard Star Fd Vanguard Tota with a value of $36.8M, and Capital Group Core Equity ETF with a value of $34.4M.

Examining the 13F form we can see an increase of $56.7M in the current position value, from $641M to 697M.

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

Portfolio value $697 Million
ETFs: $452 Million
Technology: $50.5 Million
Financial Services: $33.9 Million
Consumer Defensive: $27.4 Million
Industrials: $20.8 Million
Consumer Cyclical: $19 Million
Communication Services: $17.4 Million
Healthcare: $16.1 Million
Other: $12.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$368B
$19.4 Million 2.78% of portfolio
121,628
Q2 2025 Reduced 4.83%
$3.95T
$11.9 Million 1.71% of portfolio
24,014
Q2 2025 Added 4.95%
$3.69T
$11.9 Million 1.7% of portfolio
57,890
Q2 2025 Reduced 1.43%
$127B
$8.09 Million 1.16% of portfolio
29,364
Q2 2025 Added 0.32%
$1.78T
$6.82 Million 0.98% of portfolio
9,239
Q2 2025 Added 9.08%
$2.26T
$6.32 Million 0.91% of portfolio
28,788
Q2 2025 Reduced 5.41%
$859B
$6.18 Million 0.89% of portfolio
21,320
Q2 2025 Reduced 6.05%
$456B
$5.75 Million 0.82% of portfolio
36,419
Q2 2025 Added 15.74%
$1.24T
$4.58 Million 0.66% of portfolio
25,799
Q2 2025 Reduced 5.25%
$551B
$4.48 Million 0.64% of portfolio
12,622
Q2 2025 Reduced 7.9%
$24.1B
$4.29 Million 0.62% of portfolio
28,825
Q2 2025 Reduced 0.8%
$405B
$4.11 Million 0.59% of portfolio
11,223
Q2 2025 Reduced 5.36%
$229B
$3.85 Million 0.55% of portfolio
26,380
Q2 2025 Added 3.92%
$306B
$3.49 Million 0.5% of portfolio
13,546
Q2 2025 Reduced 9.2%
$229B
$2.36 Million 0.34% of portfolio
17,348
Q2 2025 Reduced 19.35%
$608B
$2.31 Million 0.33% of portfolio
2,959
Q2 2025 Added 2.39%
$55B
$2.16 Million 0.31% of portfolio
29,577
Q2 2025 Reduced 14.95%
$545B
$2.02 Million 0.29% of portfolio
1,506
Q2 2025 Reduced 2.08%
$254B
$2 Million 0.29% of portfolio
2,825
Q2 2025 Reduced 11.61%
$99.2B
$2 Million 0.29% of portfolio
7,267
Q2 2025 Reduced 0.51%
$222B
$1.87 Million 0.27% of portfolio
6,416
Q2 2025 Reduced 9.75%
$1.08T
$1.9 Million 0.27% of portfolio
5,990
Q2 2025 Added 15.84%
$2.32B
$1.75 Million 0.25% of portfolio
71,989
Q2 2025 Added 0.02%
$101B
$1.64 Million 0.24% of portfolio
7,518
Q2 2025 Reduced 14.4%
$210B
$1.66 Million 0.24% of portfolio
5,632
Q2 2025 Added 5.94%
$152B
$1.58 Million 0.23% of portfolio
5,643
Q2 2025 Reduced 8.44%
$218B
$1.54 Million 0.22% of portfolio
3,975
Q2 2025 Added 6.97%
$351B
$1.52 Million 0.22% of portfolio
8,181
Q2 2025 Reduced 30.02%
$227B
$1.52 Million 0.22% of portfolio
4,755
Q2 2025 Reduced 1.43%
$141B
$1.51 Million 0.22% of portfolio
21,716
Q2 2025 Reduced 2.0%
$261B
$1.49 Million 0.21% of portfolio
8,161
Q2 2025 Reduced 8.02%
$95.8B
$1.44 Million 0.21% of portfolio
12,167
Q2 2025 Reduced 2.22%
$182B
$1.49 Million 0.21% of portfolio
2,827
Q2 2025 Reduced 5.58%
$146B
$1.41 Million 0.2% of portfolio
6,054
Q2 2025 Added 1.7%
$79.9B
$1.33 Million 0.19% of portfolio
4,239
Q2 2025 Added 5.55%
$1.27T
$1.3 Million 0.19% of portfolio
5,733
Q2 2025 Reduced 3.44%
$130B
$1.25 Million 0.18% of portfolio
26,379
Q2 2025 Added 52.16%
$155B
$1.24 Million 0.18% of portfolio
10,031
Q2 2025 Reduced 1.02%
$182B
$1.15 Million 0.16% of portfolio
12,322
Q2 2025 Reduced 2.31%
$50.7B
$1.1 Million 0.16% of portfolio
22,554
Q2 2025 Reduced 29.54%
$381B
$1.07 Million 0.15% of portfolio
22,616
Q2 2025 Reduced 17.51%
$245B
$1.08 Million 0.15% of portfolio
3,464
Q2 2025 Reduced 48.4%
$77.3B
$1.07 Million 0.15% of portfolio
5,726
Q2 2025 Reduced 37.36%
$302B
$1.05 Million 0.15% of portfolio
7,303
Q2 2025 Reduced 4.97%
$548B
$948,000 0.14% of portfolio
1,688
Q2 2025 Added 32.39%
$124B
$963,000 0.14% of portfolio
3,123
Q2 2025 Reduced 0.95%
$135B
$955,000 0.14% of portfolio
4,152
Q2 2025 Reduced 35.2%
$10.2B
$945,000 0.14% of portfolio
22,574
Q2 2025 Reduced 37.0%
$70.7B
$985,000 0.14% of portfolio
2,534
Q2 2025 Reduced 19.25%

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $697 Million
  • Prior Value $641 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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