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 Market Cap. of $10 Billions to $200 Billions
