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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$283M
$554,000 0.08% of portfolio
186,602
Q4 2023 Added 27.28%
$172M
$247,000 0.04% of portfolio
16,438
Q3 2024 Reduced 0.8%
$181M
$41,000 0.01% of portfolio
15,075
Q3 2020 New

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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