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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$403B
$21.7 Million 3.28% of portfolio
129,204
Q4 2024 Reduced 3.19%
$3.95T
$15.5 Million 2.34% of portfolio
61,842
Q4 2024 Reduced 15.85%
$3.04T
$10.6 Million 1.61% of portfolio
25,253
Q4 2024 Reduced 10.44%
$88.6B
$8.66 Million 1.31% of portfolio
37,367
Q4 2024 Reduced 16.8%
$775B
$7.13 Million 1.08% of portfolio
29,728
Q4 2024 Reduced 19.43%
$2.21T
$6.78 Million 1.02% of portfolio
30,885
Q4 2024 Reduced 2.18%
$570B
$5.71 Million 0.86% of portfolio
18,068
Q4 2024 Reduced 17.82%
$394B
$5.6 Million 0.85% of portfolio
14,397
Q4 2024 Reduced 16.43%
$1.11T
$5.6 Million 0.85% of portfolio
29,428
Q4 2024 Reduced 13.16%
$436B
$4.76 Million 0.72% of portfolio
9,412
Q4 2024 Reduced 18.31%
$1.54T
$4.58 Million 0.69% of portfolio
7,764
Q4 2024 Added 6.24%
$21.5B
$4.19 Million 0.63% of portfolio
29,149
Q4 2024 Added 1.43%
$55.3B
$3.98 Million 0.6% of portfolio
58,265
Q4 2024 Reduced 25.31%
$181B
$3.79 Million 0.57% of portfolio
32,748
Q4 2024 Reduced 11.51%
$236B
$3.62 Million 0.55% of portfolio
32,032
Q4 2024 Reduced 24.08%
$335B
$3.57 Million 0.54% of portfolio
26,582
Q4 2024 Added 4.46%
$76B
$3.07 Million 0.46% of portfolio
15,921
Q4 2024 Reduced 28.03%
$357B
$3.03 Million 0.46% of portfolio
17,075
Q4 2024 Reduced 23.57%
$224B
$2.98 Million 0.45% of portfolio
10,294
Q4 2024 Reduced 27.3%
$114B
$2.9 Million 0.44% of portfolio
13,651
Q4 2024 Reduced 26.33%
$162B
$2.81 Million 0.43% of portfolio
10,796
Q4 2024 Reduced 28.85%
$45.5B
$2.79 Million 0.42% of portfolio
60,048
Q4 2024 Reduced 30.03%
$9.26B
$2.68 Million 0.41% of portfolio
71,818
Q4 2024 Reduced 31.32%
$31.8B
$2.69 Million 0.41% of portfolio
133,506
Q4 2024 Reduced 29.82%
$83.8B
$2.66 Million 0.4% of portfolio
2,816
Q4 2024 Reduced 32.03%
$151B
$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%
$199B
$2.5 Million 0.38% of portfolio
29,060
Q4 2024 Reduced 26.91%
$52.9B
$2.38 Million 0.36% of portfolio
62,450
Q4 2024 Reduced 31.31%
$830B
$2.29 Million 0.35% of portfolio
2,968
Q4 2024 Reduced 6.87%
$45.6B
$2.18 Million 0.33% of portfolio
3,096
Q4 2024 Reduced 29.56%
$1.07T
$2.16 Million 0.33% of portfolio
5,361
Q4 2024 Reduced 7.89%
$160B
$2.14 Million 0.32% of portfolio
56,919
Q4 2024 Reduced 32.68%
$34.6B
$2.14 Million 0.32% of portfolio
69,218
Q4 2024 Reduced 31.19%
$2.57B
$1.94 Million 0.29% of portfolio
72,049
Q4 2024 Added 0.02%
$89.5B
$1.9 Million 0.29% of portfolio
8,190
Q4 2024 Added 35.82%
$214B
$1.87 Million 0.28% of portfolio
3,269
Q4 2024 Reduced 6.87%
$28.4B
$1.67 Million 0.25% of portfolio
7,575
Q4 2024 Reduced 40.74%
$174B
$1.62 Million 0.25% of portfolio
3,253
Q4 2024 Reduced 11.82%
$141B
$1.57 Million 0.24% of portfolio
21,861
Q4 2024 Reduced 2.4%
$446B
$1.55 Million 0.24% of portfolio
1,744
Q4 2024 Reduced 7.14%
$1.07T
$1.54 Million 0.23% of portfolio
8,129
Q4 2024 Added 27.81%
$360B
$1.52 Million 0.23% of portfolio
34,670
Q4 2024 Reduced 12.87%
$142B
$1.51 Million 0.23% of portfolio
6,668
Q4 2024 Added 6.91%
$209B
$1.42 Million 0.21% of portfolio
2,724
Q4 2024 Reduced 15.82%
$310B
$1.4 Million 0.21% of portfolio
4,181
Q4 2024 Reduced 4.67%
$180B
$1.33 Million 0.2% of portfolio
3,667
Q4 2024 Reduced 6.09%
$89B
$1.33 Million 0.2% of portfolio
12,357
Q4 2024 Added 19.37%
$141B
$1.23 Million 0.19% of portfolio
10,221
Q4 2024 Added 23.71%

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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