Souders Financial Advisors Portfolio Holdings

Souders Financial Advisors

  • $641 Million
  • Q1 2025

Souders Financial Advisors has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $641 Million distributed in 184 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 $60.1M, Vanguard Index Fds S&P 500 ETF with a value of $46.9M, Capital Group Divid Value ETF with a value of $43.1M, Vanguard Star Fd Vanguard Tota with a value of $32.3M, and Capital Group Core Equity ETF with a value of $29.4M.

Examining the 13F form we can see an decrease of $20.4M in the current position value, from $661M to 641M.

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

Portfolio value $641 Million
ETFs: $411 Million
Technology: $41.2 Million
Financial Services: $32.2 Million
Consumer Defensive: $29.8 Million
Healthcare: $21.2 Million
Industrials: $19.5 Million
Consumer Cyclical: $17.8 Million
Communication Services: $14.2 Million
Other: $14 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.44B
$1.8 Million 0.28% of portfolio
71,975
Q1 2025 Reduced 0.1%
$243B
$1.75 Million 0.27% of portfolio
3,196
Q1 2025 Reduced 2.23%
$1.07T
$1.65 Million 0.26% of portfolio
10,672
Q1 2025 Added 31.28%
$0
$1.66 Million 0.26% of portfolio
18,141
Q1 2025 Added 3.26%
$79.7B
$1.61 Million 0.25% of portfolio
9,141
Q1 2025 Reduced 42.59%
$147B
$1.57 Million 0.25% of portfolio
22,159
Q1 2025 Added 1.36%
$0
$1.62 Million 0.25% of portfolio
78,221
Q1 2025 Reduced 61.64%
$90.8B
$1.52 Million 0.24% of portfolio
12,443
Q1 2025 Added 0.7%
$173B
$1.52 Million 0.24% of portfolio
2,994
Q1 2025 Reduced 7.96%
$0
$1.56 Million 0.24% of portfolio
66,737
Q1 2025 Reduced 84.16%
$143B
$1.51 Million 0.24% of portfolio
6,407
Q1 2025 Reduced 44.26%
$49B
$1.51 Million 0.24% of portfolio
32,011
Q1 2025 Reduced 46.69%
$0
$1.5 Million 0.23% of portfolio
30,153
Q1 2025 Added 0.58%
$177B
$1.4 Million 0.22% of portfolio
7,194
Q1 2025 Reduced 44.25%
$280B
$1.41 Million 0.22% of portfolio
8,873
Q1 2025 Added 26.27%
$562B
$1.43 Million 0.22% of portfolio
1,538
Q1 2025 Reduced 11.81%
$83.5B
$1.36 Million 0.21% of portfolio
3,138
Q1 2025 Added 6.59%
$254B
$1.32 Million 0.21% of portfolio
5,316
Q1 2025 Reduced 1.92%
$297B
$1.29 Million 0.2% of portfolio
7,685
Q1 2025 Added 6.09%
$160B
$1.26 Million 0.2% of portfolio
5,953
Q1 2025 Reduced 10.72%
$240B
$1.3 Million 0.2% of portfolio
4,824
Q1 2025 Added 18.0%
$11.2B
$1.24 Million 0.19% of portfolio
35,829
Q1 2025 Reduced 50.11%
$156B
$1.23 Million 0.19% of portfolio
17,656
Q1 2025 Reduced 39.24%
$143B
$1.23 Million 0.19% of portfolio
10,134
Q1 2025 Reduced 0.85%
$214B
$1.23 Million 0.19% of portfolio
3,716
Q1 2025 Added 1.34%
$69.2B
$1.16 Million 0.18% of portfolio
1,428
Q1 2025 Reduced 49.29%
$378B
$1.14 Million 0.18% of portfolio
27,417
Q1 2025 Reduced 20.92%
$26.6B
$1.07 Million 0.17% of portfolio
62,223
Q1 2025 Reduced 53.39%
$157B
$1.01 Million 0.16% of portfolio
27,328
Q1 2025 Reduced 51.99%
$434B
$1.03 Million 0.16% of portfolio
1,085
Q1 2025 Reduced 17.87%
$0
$1.01 Million 0.16% of portfolio
1,814
Q1 2025 Reduced 14.55%
$126B
$963,000 0.15% of portfolio
3,153
Q1 2025 Added 0.06%
$183B
$980,000 0.15% of portfolio
1,980
Q1 2025 Reduced 27.31%
$175B
$985,000 0.15% of portfolio
21,728
Q1 2025 Reduced 8.99%
$1.19T
$985,000 0.15% of portfolio
5,937
Q1 2025 Reduced 4.06%
$186B
$918,000 0.14% of portfolio
12,613
Q1 2025 Reduced 12.72%
$51.7B
$874,000 0.14% of portfolio
12,914
Q1 2025 Reduced 0.12%
$56B
$894,000 0.14% of portfolio
1,427
Q1 2025 Reduced 53.91%
$36.7B
$888,000 0.14% of portfolio
28,838
Q1 2025 Reduced 58.34%
$4.21B
$804,000 0.13% of portfolio
2,790
Q1 2025 Reduced 32.43%
$631B
$830,000 0.13% of portfolio
1,559
Q1 2025 Added 27.47%
$89.3B
$853,000 0.13% of portfolio
2,444
Q4 2024 Reduced 10.8%
$0
$853,000 0.13% of portfolio
33,639
Q1 2025 Reduced 72.78%
$87.2B
$825,000 0.13% of portfolio
4,016
Q1 2025 Reduced 8.62%
$187B
$839,000 0.13% of portfolio
5,596
Q1 2025 Added 30.93%
$144B
$762,000 0.12% of portfolio
3,719
Q1 2025 Reduced 30.45%
$475B
$763,000 0.12% of portfolio
6,418
Q1 2025 Added 32.3%
$85.4B
$737,000 0.12% of portfolio
533
Q1 2025 Reduced 22.64%
$0
$747,000 0.12% of portfolio
13,074
Q1 2025 Added 1.39%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $641 Million
  • Prior Value $661 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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