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
$2.86 Million 0.43% of portfolio
123,587
Q4 2024 Reduced 76.46%
$48.6B
$2.79 Million 0.42% of portfolio
60,048
Q4 2024 Reduced 30.03%
$8.42B
$2.68 Million 0.41% of portfolio
71,818
Q4 2024 Reduced 31.32%
$33.9B
$2.69 Million 0.41% of portfolio
133,506
Q4 2024 Reduced 29.82%
$71.4B
$2.66 Million 0.4% of portfolio
2,816
Q4 2024 Reduced 32.03%
$137B
$2.62 Million 0.4% of portfolio
11,495
Q4 2024 Reduced 28.37%
$177B
$2.51 Million 0.38% of portfolio
12,903
Q4 2024 Reduced 28.11%
$149B
$2.5 Million 0.38% of portfolio
29,060
Q4 2024 Reduced 26.91%
$48.2B
$2.38 Million 0.36% of portfolio
62,450
Q4 2024 Reduced 31.31%
$717B
$2.29 Million 0.35% of portfolio
2,968
Q4 2024 Reduced 6.87%
$41.4B
$2.18 Million 0.33% of portfolio
3,096
Q4 2024 Reduced 29.56%
$797B
$2.16 Million 0.33% of portfolio
5,361
Q4 2024 Reduced 7.89%
$150B
$2.14 Million 0.32% of portfolio
56,919
Q4 2024 Reduced 32.68%
$31.6B
$2.14 Million 0.32% of portfolio
69,218
Q4 2024 Reduced 31.19%
$2.1B
$1.94 Million 0.29% of portfolio
72,049
Q4 2024 Added 0.02%
$94.8B
$1.9 Million 0.29% of portfolio
8,190
Q4 2024 Added 35.82%
$30.2B
$1.67 Million 0.25% of portfolio
7,575
Q4 2024 Reduced 40.74%
$154B
$1.62 Million 0.25% of portfolio
3,253
Q4 2024 Reduced 11.82%
$133B
$1.57 Million 0.24% of portfolio
21,861
Q4 2024 Reduced 2.4%
$414B
$1.55 Million 0.24% of portfolio
1,744
Q4 2024 Reduced 7.14%
$0
$1.61 Million 0.24% of portfolio
17,569
Q4 2024 Added 31.58%
$931B
$1.54 Million 0.23% of portfolio
8,129
Q4 2024 Added 27.81%
$0
$1.5 Million 0.23% of portfolio
29,980
Q4 2024 Added 8.36%
$294B
$1.52 Million 0.23% of portfolio
34,670
Q4 2024 Reduced 12.87%
$135B
$1.51 Million 0.23% of portfolio
6,668
Q4 2024 Added 6.91%
$173B
$1.42 Million 0.21% of portfolio
2,724
Q4 2024 Reduced 15.82%
$255B
$1.4 Million 0.21% of portfolio
4,181
Q4 2024 Reduced 4.67%
$157B
$1.33 Million 0.2% of portfolio
3,667
Q4 2024 Reduced 6.09%
$92.9B
$1.33 Million 0.2% of portfolio
12,357
Q4 2024 Added 19.37%
$152B
$1.23 Million 0.19% of portfolio
10,221
Q4 2024 Added 23.71%
$140B
$1.23 Million 0.19% of portfolio
5,347
Q4 2024 Reduced 16.3%
$0
$1.24 Million 0.19% of portfolio
2,123
Q4 2024 Added 26.07%
$1.37B
$1.18 Million 0.18% of portfolio
19,541
Q4 2024 Reduced 18.62%
$808B
$1.22 Million 0.18% of portfolio
6,188
Q4 2024 Reduced 11.5%
$214B
$1.19 Million 0.18% of portfolio
5,420
Q4 2024 Reduced 2.83%
$2.91B
$1.2 Million 0.18% of portfolio
4,129
Q4 2024 Reduced 17.52%
$191B
$1.21 Million 0.18% of portfolio
4,088
Q4 2024 Added 7.81%
$433B
$1.21 Million 0.18% of portfolio
1,321
Q4 2024 Reduced 17.8%
$265B
$1.05 Million 0.16% of portfolio
7,244
Q4 2024 Reduced 7.42%
$105B
$1.09 Million 0.16% of portfolio
2,944
Q4 2024 Reduced 10.6%
$98.5B
$1.06 Million 0.16% of portfolio
9,933
Q4 2024 Reduced 14.23%
$48.9B
$1.01 Million 0.15% of portfolio
4,395
Q4 2024 Reduced 2.53%
$186B
$954,000 0.14% of portfolio
23,873
Q4 2024 Reduced 2.02%
$125B
$922,000 0.14% of portfolio
3,151
Q4 2024 Added 0.03%
$88.4B
$830,000 0.13% of portfolio
2,444
Q4 2024 Reduced 10.8%
$145B
$871,000 0.13% of portfolio
14,452
Q4 2024 Reduced 16.11%
$244B
$845,000 0.13% of portfolio
7,027
Q4 2024 Added 18.1%
$72.5B
$873,000 0.13% of portfolio
689
Q4 2024 Reduced 13.55%
$49.4B
$790,000 0.12% of portfolio
12,929
Q4 2024 Added 21.85%

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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