Souders Financial Advisors Portfolio Holdings

Souders Financial Advisors

  • $697 Million
  • Q2 2025

Souders Financial Advisors has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $697 Million distributed in 200 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 $63.3M, Vanguard Index Fds S&P 500 ETF with a value of $53.8M, Capital Group Divid Value ETF with a value of $51.3M, Vanguard Star Fd Vanguard Tota with a value of $36.8M, and Capital Group Core Equity ETF with a value of $34.4M.

Examining the 13F form we can see an increase of $56.7M in the current position value, from $641M to 697M.

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

Portfolio value $697 Million
ETFs: $452 Million
Technology: $50.5 Million
Financial Services: $33.9 Million
Consumer Defensive: $27.4 Million
Industrials: $20.8 Million
Consumer Cyclical: $19 Million
Communication Services: $17.4 Million
Healthcare: $16.1 Million
Other: $12.3 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.32B
$1.75 Million 0.25% of portfolio
71,989
Q2 2025 Added 0.02%
$3.68B
$803,000 0.12% of portfolio
1,987
Q2 2025 Reduced 28.78%
$7.26B
$337,000 0.05% of portfolio
1,139
Q2 2025 New
$4.61B
$59,000 0.01% of portfolio
11,428
Q2 2025 Added 9.59%

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $697 Million
  • Prior Value $641 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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