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.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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