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
$153B
$1.23 Million 0.19% of portfolio
5,347
Q4 2024 Reduced 16.3%
$1.43B
$1.18 Million 0.18% of portfolio
19,541
Q4 2024 Reduced 18.62%
$1.03T
$1.22 Million 0.18% of portfolio
6,188
Q4 2024 Reduced 11.5%
$234B
$1.19 Million 0.18% of portfolio
5,420
Q4 2024 Reduced 2.83%
$2.8B
$1.2 Million 0.18% of portfolio
4,129
Q4 2024 Reduced 17.52%
$221B
$1.21 Million 0.18% of portfolio
4,088
Q4 2024 Added 7.81%
$458B
$1.21 Million 0.18% of portfolio
1,321
Q4 2024 Reduced 17.8%
$307B
$1.05 Million 0.16% of portfolio
7,244
Q4 2024 Reduced 7.42%
$92.4B
$1.09 Million 0.16% of portfolio
2,944
Q4 2024 Reduced 10.6%
$138B
$1.06 Million 0.16% of portfolio
9,933
Q4 2024 Reduced 14.23%
$59.8B
$1.01 Million 0.15% of portfolio
4,395
Q4 2024 Reduced 2.53%
$180B
$954,000 0.14% of portfolio
23,873
Q4 2024 Reduced 2.02%
$129B
$922,000 0.14% of portfolio
3,151
Q4 2024 Added 0.03%
$89.3B
$830,000 0.13% of portfolio
2,444
Q4 2024 Reduced 10.8%
$156B
$871,000 0.13% of portfolio
14,452
Q4 2024 Reduced 16.11%
$239B
$845,000 0.13% of portfolio
7,027
Q4 2024 Added 18.1%
$46.6B
$790,000 0.12% of portfolio
12,929
Q4 2024 Added 21.85%
$227B
$712,000 0.11% of portfolio
7,163
Q4 2024 Reduced 27.19%
$106B
$645,000 0.1% of portfolio
3,645
Q4 2024 Reduced 34.78%
$291M
$637,000 0.1% of portfolio
126,507
Q4 2024 Reduced 32.2%
$78B
$686,000 0.1% of portfolio
5,601
Q4 2024 Reduced 26.64%
$211B
$649,000 0.1% of portfolio
4,274
Q4 2024 Added 22.46%
$30.8B
$644,000 0.1% of portfolio
2,740
Q4 2024 Reduced 18.28%
$293B
$691,000 0.1% of portfolio
997
Q4 2024 Reduced 26.26%
$148B
$610,000 0.09% of portfolio
2,475
Q4 2024 Added 0.32%
$257B
$520,000 0.08% of portfolio
5,756
Q4 2024 Reduced 66.57%
$156B
$537,000 0.08% of portfolio
2,244
Q4 2024 Added 3.46%
$461B
$521,000 0.08% of portfolio
4,851
Q4 2024 Added 11.72%
$623B
$554,000 0.08% of portfolio
1,223
Q4 2024 Added 17.37%
$43B
$450,000 0.07% of portfolio
4,182
Q4 2024 Reduced 16.66%
$68.9B
$471,000 0.07% of portfolio
1,005
Q4 2024 Added 8.41%
$19.4B
$492,000 0.07% of portfolio
3,032
Q3 2024 Added 0.03%
$58.3B
$431,000 0.07% of portfolio
3,281
Q4 2024 Reduced 30.63%
$20.8B
$460,000 0.07% of portfolio
2,522
Q4 2024 Added 12.14%
$124B
$461,000 0.07% of portfolio
1,147
Q4 2024 Reduced 21.76%
$76.7B
$437,000 0.07% of portfolio
3,136
Q4 2024 Reduced 3.33%
$230B
$388,000 0.06% of portfolio
1,105
Q4 2024 Added 48.52%
$263B
$417,000 0.06% of portfolio
7,053
Q4 2024 Added 6.9%
$67.9B
$371,000 0.06% of portfolio
11,523
Q4 2024 Added 1.69%
$532B
$425,000 0.06% of portfolio
809
Q4 2024 New
$309B
$378,000 0.06% of portfolio
6,083
Q4 2024 Added 8.84%
$424B
$328,000 0.05% of portfolio
2,272
Q4 2024 Added 8.45%
$70.2B
$316,000 0.05% of portfolio
1,279
Q4 2024 Added 15.12%
$119B
$359,000 0.05% of portfolio
6,362
Q4 2024 Added 9.61%
$93B
$311,000 0.05% of portfolio
1,387
Q4 2024 Added 14.72%
$186B
$358,000 0.05% of portfolio
2,333
Q4 2024 Reduced 0.89%
$75.1B
$348,000 0.05% of portfolio
489
Q4 2024 Reduced 36.25%
$223B
$314,000 0.05% of portfolio
2,499
Q4 2024 New
$66.1B
$236,000 0.04% of portfolio
842
Q4 2024 Reduced 11.83%

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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