Souders Financial Advisors Portfolio Holdings

Souders Financial Advisors

  • $683 Million
  • Q3 2024

Souders Financial Advisors has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $683 Million distributed in 172 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 $53.6M, Vanguard Index Fds S&P 500 ETF with a value of $50.2M, Vanguard Star Fd Vanguard Tota with a value of $29.2M, Capital Group Divid Value ETF with a value of $26.4M, and Capital Group Core Equity ETF with a value of $25.6M.

Examining the 13F form we can see an increase of $44.6M in the current position value, from $639M to 683M.

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

Portfolio value $683 Million
ETFs: $382 Million
Technology: $53.9 Million
Healthcare: $38.2 Million
Financial Services: $36.9 Million
Industrials: $36.7 Million
Consumer Defensive: $32.3 Million
Consumer Cyclical: $23.8 Million
Communication Services: $16.9 Million
Other: $27.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$400B
$23.1 Million 3.38% of portfolio
133,465
Q3 2024 Reduced 1.79%
$4.15T
$17.1 Million 2.51% of portfolio
73,487
Q3 2024 Reduced 4.57%
$3.27T
$12.1 Million 1.78% of portfolio
28,197
Q3 2024 Reduced 0.01%
$711B
$7.78 Million 1.14% of portfolio
36,897
Q3 2024 Reduced 2.67%
$97.1B
$7.75 Million 1.13% of portfolio
44,911
Q3 2024 Added 786.87%
$406B
$6.98 Million 1.02% of portfolio
17,227
Q3 2024 Added 1.89%
$473B
$6.74 Million 0.99% of portfolio
11,521
Q3 2024 Added 0.52%
$58.1B
$6.28 Million 0.92% of portfolio
78,012
Q3 2024 Reduced 3.2%
$524B
$6.04 Million 0.88% of portfolio
21,985
Q3 2024 Added 1.81%
$2.33T
$5.88 Million 0.86% of portfolio
31,572
Q3 2024 Added 0.26%
$1.2T
$5.67 Million 0.83% of portfolio
33,889
Q3 2024 Reduced 2.36%
$187B
$5.6 Million 0.82% of portfolio
29,705
Q3 2024 Added 39.37%
$141B
$4.89 Million 0.72% of portfolio
15,174
Q3 2024 Added 7.74%
$201B
$4.81 Million 0.7% of portfolio
42,193
Q3 2024 Reduced 2.48%
$197B
$4.73 Million 0.69% of portfolio
39,759
Q3 2024 Added 0.16%
$56.1B
$4.54 Million 0.66% of portfolio
90,919
Q3 2024 Added 440.57%
$318B
$4.41 Million 0.65% of portfolio
22,340
Q3 2024 Added 1.9%
$216B
$4.31 Million 0.63% of portfolio
14,160
Q3 2024 Added 235.55%
$1.37T
$4.18 Million 0.61% of portfolio
7,308
Q3 2024 Added 17.51%
$106B
$4.13 Million 0.6% of portfolio
18,529
Q3 2024 Reduced 0.27%
$46.8B
$4.08 Million 0.6% of portfolio
85,817
Q3 2024 Added 0.46%
$78.4B
$4.09 Million 0.6% of portfolio
22,122
Q3 2024 Reduced 1.28%
$9.71B
$4.05 Million 0.59% of portfolio
104,572
Q3 2024 Reduced 1.1%
$141B
$3.95 Million 0.58% of portfolio
16,047
Q3 2024 Added 1,032.46%
$23.1B
$3.91 Million 0.57% of portfolio
28,739
Q3 2024 Reduced 0.88%
$40.2B
$3.76 Million 0.55% of portfolio
190,242
Q3 2024 Added 1.29%
$86.5B
$3.68 Million 0.54% of portfolio
4,143
Q3 2024 Added 0.19%
$50.4B
$3.56 Million 0.52% of portfolio
4,395
Q3 2024 Added 2.33%
$169B
$3.53 Million 0.52% of portfolio
84,553
Q3 2024 Added 5.62%
$177B
$3.49 Million 0.51% of portfolio
17,948
Q3 2024 Reduced 2.38%
$34.9B
$3.34 Million 0.49% of portfolio
100,600
Q3 2024 Added 0.6%
$36.3B
$3.29 Million 0.48% of portfolio
12,783
Q3 2024 Added 7.25%
$349B
$3.09 Million 0.45% of portfolio
25,448
Q3 2024 Added 0.03%
$756B
$2.82 Million 0.41% of portfolio
3,187
Q3 2024 Reduced 0.69%
$143B
$1.89 Million 0.28% of portfolio
22,399
Q3 2024 Added 0.13%
$164B
$1.91 Million 0.28% of portfolio
3,689
Q3 2024 Added 2.67%
$2.6B
$1.82 Million 0.27% of portfolio
72,038
Q3 2024 Added 0.86%
$168B
$1.78 Million 0.26% of portfolio
6,388
Q3 2024 Added 0.47%
$89.5B
$1.71 Million 0.25% of portfolio
3,293
Q3 2024 Reduced 0.03%
$199B
$1.74 Million 0.25% of portfolio
3,510
Q3 2024 Reduced 0.34%
$190B
$1.59 Million 0.23% of portfolio
3,236
Q3 2024 Added 218.5%
$356B
$1.58 Million 0.23% of portfolio
39,793
Q3 2024 Reduced 0.82%
$1.46T
$1.52 Million 0.22% of portfolio
5,820
Q3 2024 Added 3.63%
$194B
$1.53 Million 0.22% of portfolio
3,905
Q3 2024 Added 6.78%
$424B
$1.42 Million 0.21% of portfolio
1,607
Q3 2024 Added 0.63%
$252B
$1.39 Million 0.2% of portfolio
17,219
Q3 2024 Reduced 0.42%
$1.73B
$1.38 Million 0.2% of portfolio
24,011
Q3 2024 Added 0.39%
$122B
$1.29 Million 0.19% of portfolio
17,227
Q3 2024 Added 1.16%
$154B
$1.29 Million 0.19% of portfolio
6,237
Q3 2024 Added 16.45%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $683 Million
  • Prior Value $639 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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