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 $200 Billions or more
