Souders Financial Advisors Portfolio Holdings

Souders Financial Advisors

  • $641 Million
  • Q1 2025

Souders Financial Advisors has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $641 Million distributed in 184 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 $60.1M, Vanguard Index Fds S&P 500 ETF with a value of $46.9M, Capital Group Divid Value ETF with a value of $43.1M, Vanguard Star Fd Vanguard Tota with a value of $32.3M, and Capital Group Core Equity ETF with a value of $29.4M.

Examining the 13F form we can see an decrease of $20.4M in the current position value, from $661M to 641M.

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

Portfolio value $641 Million
ETFs: $411 Million
Technology: $41.2 Million
Financial Services: $32.2 Million
Consumer Defensive: $29.8 Million
Healthcare: $21.2 Million
Industrials: $19.5 Million
Consumer Cyclical: $17.8 Million
Communication Services: $14.2 Million
Other: $14 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$369B
$21.8 Million 3.4% of portfolio
127,803
Q1 2025 Reduced 1.08%
$3.38T
$13 Million 2.04% of portfolio
58,730
Q1 2025 Reduced 5.03%
$3.81T
$8.59 Million 1.34% of portfolio
22,881
Q1 2025 Reduced 9.39%
$2.28T
$5.79 Million 0.9% of portfolio
30,436
Q1 2025 Reduced 1.45%
$850B
$5.57 Million 0.87% of portfolio
22,694
Q1 2025 Reduced 23.66%
$1.62T
$4.88 Million 0.76% of portfolio
8,470
Q1 2025 Added 9.09%
$116B
$4.9 Million 0.76% of portfolio
29,269
Q1 2025 Reduced 21.67%
$572B
$4.8 Million 0.75% of portfolio
13,704
Q1 2025 Reduced 24.15%
$368B
$4.35 Million 0.68% of portfolio
11,858
Q1 2025 Reduced 17.64%
$23.7B
$4.29 Million 0.67% of portfolio
29,056
Q1 2025 Reduced 0.32%
$1.12T
$4.25 Million 0.66% of portfolio
27,229
Q1 2025 Reduced 7.47%
$269B
$3.52 Million 0.55% of portfolio
6,713
Q1 2025 Reduced 28.68%
$431B
$3.41 Million 0.53% of portfolio
31,466
Q1 2025 Added 18.37%
$223B
$3.36 Million 0.52% of portfolio
25,386
Q1 2025 Reduced 22.48%
$284B
$2.99 Million 0.47% of portfolio
14,919
Q1 2025 Reduced 29.64%
$211B
$2.85 Million 0.45% of portfolio
21,511
Q1 2025 Reduced 32.85%
$724B
$2.39 Million 0.37% of portfolio
2,890
Q1 2025 Reduced 2.63%
$221B
$2.22 Million 0.35% of portfolio
7,109
Q1 2025 Reduced 30.94%
$64.3B
$2.2 Million 0.34% of portfolio
34,777
Q1 2025 Reduced 40.31%
$105B
$2.14 Million 0.33% of portfolio
8,783
Q1 2025 Reduced 35.66%
$160B
$1.92 Million 0.3% of portfolio
6,163
Q1 2025 Reduced 42.91%
$99.9B
$1.94 Million 0.3% of portfolio
7,304
Q1 2025 Reduced 10.82%
$260B
$1.86 Million 0.29% of portfolio
6,913
Q1 2025 Added 65.34%
$2.36B
$1.8 Million 0.28% of portfolio
71,975
Q1 2025 Reduced 0.1%
$241B
$1.75 Million 0.27% of portfolio
3,196
Q1 2025 Reduced 2.23%
$1.07T
$1.65 Million 0.26% of portfolio
10,672
Q1 2025 Added 31.28%
$79.2B
$1.61 Million 0.25% of portfolio
9,141
Q1 2025 Reduced 42.59%
$148B
$1.57 Million 0.25% of portfolio
22,159
Q1 2025 Added 1.36%
$90.4B
$1.52 Million 0.24% of portfolio
12,443
Q1 2025 Added 0.7%
$171B
$1.52 Million 0.24% of portfolio
2,994
Q1 2025 Reduced 7.96%
$140B
$1.51 Million 0.24% of portfolio
6,407
Q1 2025 Reduced 44.26%
$48.3B
$1.51 Million 0.24% of portfolio
32,011
Q1 2025 Reduced 46.69%
$177B
$1.4 Million 0.22% of portfolio
7,194
Q1 2025 Reduced 44.25%
$278B
$1.41 Million 0.22% of portfolio
8,873
Q1 2025 Added 26.27%
$567B
$1.43 Million 0.22% of portfolio
1,538
Q1 2025 Reduced 11.81%
$1.01T
$1.34 Million 0.21% of portfolio
5,171
Q1 2025 Reduced 3.54%
$83.5B
$1.36 Million 0.21% of portfolio
3,138
Q1 2025 Added 6.59%
$253B
$1.32 Million 0.21% of portfolio
5,316
Q1 2025 Reduced 1.92%
$296B
$1.29 Million 0.2% of portfolio
7,685
Q1 2025 Added 6.09%
$160B
$1.26 Million 0.2% of portfolio
5,953
Q1 2025 Reduced 10.72%
$236B
$1.3 Million 0.2% of portfolio
4,824
Q1 2025 Added 18.0%
$11.2B
$1.24 Million 0.19% of portfolio
35,829
Q1 2025 Reduced 50.11%
$147B
$1.23 Million 0.19% of portfolio
17,656
Q1 2025 Reduced 39.24%
$142B
$1.23 Million 0.19% of portfolio
10,134
Q1 2025 Reduced 0.85%
$221B
$1.23 Million 0.19% of portfolio
3,716
Q1 2025 Added 1.34%
$70.6B
$1.16 Million 0.18% of portfolio
1,428
Q1 2025 Reduced 49.29%
$377B
$1.14 Million 0.18% of portfolio
27,417
Q1 2025 Reduced 20.92%
$26.4B
$1.07 Million 0.17% of portfolio
62,223
Q1 2025 Reduced 53.39%
$153B
$1.01 Million 0.16% of portfolio
27,328
Q1 2025 Reduced 51.99%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $641 Million
  • Prior Value $661 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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