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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$173B
$402,000 0.06% of portfolio
2,621
Q1 2025 Added 12.34%
$22.8B
$364,000 0.06% of portfolio
10,062
Q1 2025 Added 37.01%
$101B
$416,000 0.06% of portfolio
6,833
Q1 2025 Added 7.4%
$169B
$345,000 0.05% of portfolio
4,409
Q1 2025 Added 10.39%
$69.3B
$310,000 0.05% of portfolio
9,107
Q1 2025 Added 0.71%
$108B
$336,000 0.05% of portfolio
3,428
Q1 2025 Added 16.01%
$140B
$303,000 0.05% of portfolio
2,713
Q1 2025 New
$71.4B
$329,000 0.05% of portfolio
11,207
Q1 2025 Reduced 2.74%
$102B
$345,000 0.05% of portfolio
1,714
Q1 2025 Added 23.58%
$120B
$309,000 0.05% of portfolio
2,943
Q1 2025 Added 35.12%
$51.8B
$311,000 0.05% of portfolio
2,761
Q1 2025 Reduced 33.98%
$73.2B
$321,000 0.05% of portfolio
2,097
Q1 2025 New
$62.1B
$279,000 0.04% of portfolio
3,217
Q1 2025 New
$84.5B
$272,000 0.04% of portfolio
4,018
Q1 2025 New
$66.3B
$232,000 0.04% of portfolio
673
Q1 2025 New
$10.9B
$260,000 0.04% of portfolio
1,984
Q1 2025 New
$52B
$258,000 0.04% of portfolio
1,678
Q1 2025 New
$142B
$235,000 0.04% of portfolio
9,292
Q1 2025 Added 11.58%
$119B
$228,000 0.04% of portfolio
2,541
Q1 2025 New
$61.2B
$262,000 0.04% of portfolio
414
Q1 2025 Reduced 15.34%
$120B
$238,000 0.04% of portfolio
122
Q1 2025 New
$116B
$208,000 0.03% of portfolio
691
Q1 2025 New
$60.9B
$207,000 0.03% of portfolio
853
Q1 2025 Added 1.31%
$55.3B
$218,000 0.03% of portfolio
1,830
Q1 2025 Reduced 44.22%
$124B
$220,000 0.03% of portfolio
494
Q1 2025 Added 6.47%
$54.7B
$221,000 0.03% of portfolio
1,298
Q1 2025 New
$129B
$213,000 0.03% of portfolio
2,454
Q1 2025 New
$36.5B
$202,000 0.03% of portfolio
837
Q1 2025 Reduced 36.2%

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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