Souders Financial Advisors Purchases in Q4 2024

Souders Financial Advisors

  • $661 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.03%
$280.08 - $307.97 $280 - $308
3.15K $922K
SCHW
Schwab Charles Corp

Financial Services
30
+ 0.76%
$63.31 - $82.85 $1.9K - $2.49K
3.99K $295K
SBUX
Starbucks Corp

Consumer Cyclical
450
+ 17.96%
$87.44 - $102.5 $39.3K - $46.1K
2.96K $269K
EPD
Enterprise Products Partners L.P.

Energy
68
+ 0.76%
$28.66 - $34.43 $1.95K - $2.34K
9.04K $283K
BR
Broadridge Financial Solutions, Inc.

Technology
2
+ 0.15%
$209.64 - $236.44 $419 - $473
1.31K $296K
XOM
Exxon Mobil Corp

Energy
509
+ 11.72%
$105.51 - $125.37 $53.7K - $63.8K
4.85K $521K
ORCL
Oracle Corp

Technology
100
+ 8.01%
$165.41 - $192.43 $16.5K - $19.2K
1.35K $224K
LCNB
Lcnb Corp

Financial Services
9
+ 0.05%
$14.32 - $17.63 $129 - $159
16.4K $248K
Capital Grp Fixed Incm ETF T
9.97K
New
N/A
9.97K $0
T Rowe Price ETF Inc
11.6K
+ 7.63%
N/A
164K $0
Capital Group International
165K
New
N/A
165K $0
Capital Group New Geography
160K
New
N/A
160K $0
CGMS
Capital Grp Core Plus Income E
33.2K
+ 13.48%
N/A
279K $0
South Bow Corp
11.1K
New
N/A
11.1K $0
THYF
T Rowe Price Exchange Traded F
17.9K
+ 14.51%
N/A
142K $0
CGSD
Capital Grp Core Plus Income E
44.6K
+ 16.61%
N/A
313K $0
CTAS
Cintas Corp

Industrials
273
+ 12.14%
$182.7 - $226.47 $49.9K - $61.8K
2.52K $460K
CEG
Constellation Energy Corp

Utilities
178
+ 14.72%
$224.28 - $285.52 $39.9K - $50.8K
1.39K $311K
JNJ
Johnson & Johnson

Healthcare
177
+ 8.45%
$143.34 - $165.86 $25.4K - $29.4K
2.27K $328K
COP
Conocophillips

Energy
25
+ 1.16%
$95.12 - $114.72 $2.38K - $2.87K
2.18K $215K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.61K
+ 99.98%
$22.63 - $47.53 $127K - $267K
11.2K $254K
PGR
Progressive Corp

Financial Services
75
+ 3.46%
$239.6 - $268.88 $18K - $20.2K
2.24K $537K
PFE
Pfizer Inc

Healthcare
127
+ 1.55%
$24.8 - $30.19 $3.15K - $3.83K
8.33K $220K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
90.6K
+ 198.48%
$27.54 - $83.04 $2.49M - $7.52M
136K $3.77M
NOC
Northrop Grumman Corp

Industrials
78
+ 8.41%
$466.52 - $543.88 $36.4K - $42.4K
1.01K $471K
CSX
Csx Corp

Industrials
191
+ 1.69%
$31.58 - $36.88 $6.03K - $7.04K
11.5K $371K
KO
Coca Cola CO

Consumer Defensive
494
+ 8.84%
$61.74 - $71.71 $30.5K - $35.4K
6.08K $378K
LMT
Lockheed Martin Corp

Industrials
5
+ 1.09%
$479.66 - $614.62 $2.4K - $3.07K
464 $225K
KLAC
Kla Corp

Technology
18
+ 4.36%
$614.46 - $829.55 $11.1K - $14.9K
431 $271K
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.32%
$244.52 - $284.07 $1.96K - $2.27K
2.48K $610K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
588K
+ 205.26%
$26.93 - $84.95 $15.8M - $49.9M
874K $23.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.29K
+ 0.9%
$71.75 - $75.11 $92.3K - $96.6K
143K $10.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
197K
+ 88.24%
$25.33 - $51.16 $5M - $10.1M
421K $10.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.32K
+ 1.49%
$96.64 - $101.23 $321K - $336K
226K $21.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
32.3K
+ 7.16%
$58.88 - $64.8 $1.9M - $2.09M
484K $28.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
137K
+ 151.47%
$22.01 - $66.82 $3.02M - $9.17M
228K $5.17M
Activity Summary
Buys All Purchases 87 New Holdings 12 Increased Positions 75 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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