Souders Financial Advisors Purchases and Sells in Q4 2024

Souders Financial Advisors

$661 Million
Q4 2024

Top Buys

Incresed Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	259K + 35.72%	$35.16 - $37.12 $9.09M - $9.6M	982K $34.6M
CGUS	67.4K + 9.03%	$33.96 - $36.24 $2.29M - $2.44M	814K $28.5M
CGGR	48.6K + 22.07%	$34.49 - $39.24 $1.68M - $1.91M	269K $10M
VOO	2.18K + 2.3%	$521.84 - $558.82 $1.14M - $1.22M	97.2K $52.4M
TCHP	33.8K + 15.84%	$39.17 - $43.9 $1.32M - $1.48M	247K $10.4M
CGCP	178K + 7.68%	$22.13 - $23.17 $3.94M - $4.12M	2.5M $55.4M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	41.2K New	$168.32 - $181.87 $6.94M - $7.5M	41.2K $6.98M
ACWI	5.72K New	$117.05 - $123.03 $670K - $704K	5.72K $672K
MA	809 New	$491.3 - $536.15 $397K - $434K	809 $425K
MS	2.5K New	$104.42 - $134.99 $261K - $337K	2.5K $314K
CNP	7.34K New	$28.58 - $32.66 $210K - $240K	7.34K $233K
BTI	6.04K New	$34.25 - $37.94 $207K - $229K	6.04K $219K

Top Sells

Reduced Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHY	-401K - 76.46%	$23.01 - $26.06 $9.24M - $10.5M	124K $2.86M
CARR	-19.7K - 25.31%	$66.69 - $82.65 $1.32M - $1.63M	58.3K $3.98M
NVO	-10.7K - 26.91%	$85.0 - $120.04 $909K - $1.28M	29.1K $2.5M
FCX	-28.5K - 31.31%	$38.08 - $50.82 $1.08M - $1.45M	62.5K $2.38M
AMGN	-4.38K - 28.85%	$258.78 - $328.31 $1.13M - $1.44M	10.8K $2.81M
GE	-8.5K - 28.62%	$159.95 - $194.23 $1.36M - $1.65M	21.2K $3.54M

Activity Summary All Purchases 87 New Holdings 12 Increased Positions 75 All Sells 79 Reductions 79 Sold out 0 Calls 0 Puts 0

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