Souders Financial Advisors Portfolio Holdings

Souders Financial Advisors

  • $661 Million
  • Q4 2024

Souders Financial Advisors has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $661 Million distributed in 175 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 $55.4M, Vanguard Index Fds S&P 500 ETF with a value of $52.4M, Capital Group Divid Value ETF with a value of $34.6M, Capital Group Core Equity ETF with a value of $28.5M, and Vanguard Star Fd Vanguard Tota with a value of $28.5M.

Examining the 13F form we can see an decrease of $22M in the current position value, from $683M to 661M.

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

Portfolio value $661 Million
ETFs: $395 Million
Technology: $51.2 Million
Financial Services: $35.6 Million
Consumer Defensive: $28.7 Million
Industrials: $26.9 Million
Healthcare: $25.9 Million
Consumer Cyclical: $22.6 Million
Communication Services: $16.4 Million
Other: $20.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$55.4 Million 8.38% of portfolio
2,496,188
Q4 2024 Added 7.68%
$0
$52.4 Million 7.92% of portfolio
97,245
Q4 2024 Added 2.3%
$0
$34.6 Million 5.24% of portfolio
982,263
Q4 2024 Added 35.72%
$0
$28.5 Million 4.31% of portfolio
814,475
Q4 2024 Added 9.03%
$0
$28.5 Million 4.31% of portfolio
483,717
Q4 2024 Added 7.16%
$0
$23.9 Million 3.61% of portfolio
874,273
Q4 2024 Added 205.26%
$0
$21.9 Million 3.31% of portfolio
225,706
Q4 2024 Added 1.49%
$395B
$21.7 Million 3.28% of portfolio
129,204
Q4 2024 Reduced 3.19%
$0
$18.7 Million 2.82% of portfolio
670,229
Q4 2024 Added 287.46%
$0
$17.1 Million 2.59% of portfolio
340,031
Q4 2024 Added 11.32%
$0
$15.9 Million 2.4% of portfolio
354,014
Q4 2024 Added 10.9%
$3.94T
$15.5 Million 2.34% of portfolio
61,842
Q4 2024 Reduced 15.85%
$0
$11.8 Million 1.79% of portfolio
479,569
Q4 2024 Added 12.32%
$0
$10.9 Million 1.65% of portfolio
421,280
Q4 2024 Added 88.24%
$3.09T
$10.6 Million 1.61% of portfolio
25,253
Q4 2024 Reduced 10.44%
$0
$10.4 Million 1.57% of portfolio
247,258
Q4 2024 Added 15.84%
$0
$10 Million 1.51% of portfolio
269,033
Q4 2024 Added 22.07%
$92.6B
$8.66 Million 1.31% of portfolio
37,367
Q4 2024 Reduced 16.8%
$0
$8.5 Million 1.29% of portfolio
291,042
Q4 2024 Added 9.64%
$0
$8.32 Million 1.26% of portfolio
45,675
Q4 2024 Reduced 10.33%
$0
$8.22 Million 1.24% of portfolio
141,698
Q4 2024 Added 12.05%
$0
$7.84 Million 1.18% of portfolio
193,571
Q4 2024 Added 7.0%
$819B
$7.13 Million 1.08% of portfolio
29,728
Q4 2024 Reduced 19.43%
$0
$6.98 Million 1.06% of portfolio
41,227
Q4 2024 New
$2.31T
$6.78 Million 1.02% of portfolio
30,885
Q4 2024 Reduced 2.18%
$581B
$5.71 Million 0.86% of portfolio
18,068
Q4 2024 Reduced 17.82%
$405B
$5.6 Million 0.85% of portfolio
14,397
Q4 2024 Reduced 16.43%
$1.14T
$5.6 Million 0.85% of portfolio
29,428
Q4 2024 Reduced 13.16%
$0
$5.17 Million 0.78% of portfolio
227,906
Q4 2024 Added 151.47%
$478B
$4.76 Million 0.72% of portfolio
9,412
Q4 2024 Reduced 18.31%
$1.61T
$4.58 Million 0.69% of portfolio
7,764
Q4 2024 Added 6.24%
$0
$4.51 Million 0.68% of portfolio
231,362
Q4 2024 Added 8.38%
$0
$4.38 Million 0.66% of portfolio
37,999
Q4 2024 Reduced 5.39%
$0
$4.21 Million 0.64% of portfolio
203,914
Q4 2024 Added 8.0%
$0
$4.23 Million 0.64% of portfolio
217,916
Q4 2024 Added 7.9%
$21.7B
$4.19 Million 0.63% of portfolio
29,149
Q4 2024 Added 1.43%
$55.2B
$3.98 Million 0.6% of portfolio
58,265
Q4 2024 Reduced 25.31%
$0
$3.77 Million 0.57% of portfolio
136,195
Q4 2024 Added 198.48%
$184B
$3.79 Million 0.57% of portfolio
32,748
Q4 2024 Reduced 11.51%
$231B
$3.62 Million 0.55% of portfolio
32,032
Q4 2024 Reduced 24.08%
$347B
$3.57 Million 0.54% of portfolio
26,582
Q4 2024 Added 4.46%
$230B
$3.54 Million 0.53% of portfolio
21,204
Q4 2024 Reduced 28.62%
$0
$3.15 Million 0.48% of portfolio
171,804
Q4 2024 Added 8.9%
$78.5B
$3.07 Million 0.46% of portfolio
15,921
Q4 2024 Reduced 28.03%
$349B
$3.03 Million 0.46% of portfolio
17,075
Q4 2024 Reduced 23.57%
$0
$3.07 Million 0.46% of portfolio
152,587
Q4 2024 Added 12.49%
$222B
$2.98 Million 0.45% of portfolio
10,294
Q4 2024 Reduced 27.3%
$115B
$2.9 Million 0.44% of portfolio
13,651
Q4 2024 Reduced 26.33%
$157B
$2.81 Million 0.43% of portfolio
10,796
Q4 2024 Reduced 28.85%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $661 Million
  • Prior Value $683 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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