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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.72B
$1.38 Million 0.2% of portfolio
24,011
Q3 2024 Added 0.39%

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
Track This Portfolio

Track Souders Financial Advisors Portfolio

Follow Souders Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Souders Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Souders Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email