Souders Financial Advisors
Latest statistics and disclosures from Souders Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CGCP, CGDV, CGUS, VXUS, VOO, and represent 26.12% of Souders Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPYM (+$21M), SGOV (+$15M), VCRB (+$14M), VGIT (+$7.4M), CGCP, SCHG, CGGR, CGUS, FBND, JPST.
- Started 24 new stock positions in SPCX, SCHM, IVV, WDC, VCRM, FTAI, CMG, VCRB, ADM, MRVL. CRWD, SGOV, FDXF, CSX, WM, AEP, PANW, OKE, SNX, FICO, LRCX, ARP, GLD, DAL.
- Reduced shares in these 10 stocks: VOO (-$21M), AGG (-$8.5M), BSCS (-$5.7M), SCHD (-$5.6M), BSCR (-$5.2M), BSCQ (-$5.2M), BSCT, BSCU, VTEB, MDT.
- Sold out of its positions in BKR, EXE, CLX, ENB, FSK, GEHC, HAL, Honeywell International, ISRG, BSCU. BSCT, BSCS, LHX, VTEB, XPO, MDT.
- Souders Financial Advisors was a net buyer of stock by $35M.
- Souders Financial Advisors has $994M in assets under management (AUM), dropping by 13.43%.
- Central Index Key (CIK): 0001811240
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Portfolio Holdings for Souders Financial Advisors
Souders Financial Advisors holds 224 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 7.7 | $77M | +6% | 3.4M | 22.29 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 5.1 | $51M | 1.0M | 49.28 |
|
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| Capital Group Core Equity Et Shs Creat Unit (CGUS) | 4.7 | $47M | +5% | 1.1M | 44.48 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.5 | $45M | 521k | 85.49 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.1 | $41M | -33% | 59k | 686.81 |
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| T Rowe Price Exchange-traded Cap Appreciation (TCAF) | 3.3 | $33M | +4% | 810k | 41.10 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 3.3 | $33M | +6% | 713k | 45.49 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.8 | $28M | -16% | 887k | 31.71 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.8 | $28M | +19% | 819k | 33.84 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.3 | $23M | +6% | 456k | 50.57 |
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| Spdr Series Trust St Str P500etf (SPYM) | 2.3 | $23M | +1314% | 258k | 87.88 |
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| Capital Group Growth Etf Shs Creat Unit (CGGR) | 2.2 | $22M | +18% | 456k | 47.20 |
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| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 2.1 | $21M | 617k | 34.62 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 2.0 | $20M | -3% | 90k | 217.93 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.9 | $19M | +66% | 314k | 58.98 |
|
| Procter & Gamble Company (PG) | 1.9 | $19M | +3% | 126k | 146.64 |
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| Apple (AAPL) | 1.8 | $18M | 63k | 289.36 |
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| Capital Group Conservative E SHS (CGCV) | 1.7 | $17M | +8% | 511k | 32.82 |
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| T Rowe Price Exchange-traded Price Blue Chip (TCHP) | 1.6 | $16M | +3% | 322k | 50.09 |
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| Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) | 1.6 | $16M | +5% | 367k | 42.33 |
|
| T Rowe Price Exchange-traded Small Mid Cap (TMSL) | 1.5 | $15M | 349k | 43.85 |
|
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.5 | $15M | NEW | 148k | 100.67 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 1.4 | $14M | NEW | 183k | 77.23 |
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| Capital Group International SHS (CGIC) | 1.4 | $14M | +6% | 384k | 36.39 |
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 1.4 | $14M | +7% | 527k | 25.73 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 1.2 | $12M | +6% | 442k | 27.33 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.2 | $12M | +5% | 163k | 73.41 |
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| Broadcom (AVGO) | 1.2 | $12M | 31k | 377.75 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 1.2 | $12M | +5% | 253k | 45.70 |
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| NVIDIA Corporation (NVDA) | 1.1 | $11M | +13% | 57k | 200.09 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.1 | $11M | +3% | 47k | 236.62 |
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| Microsoft Corporation (MSFT) | 1.1 | $11M | 28k | 373.02 |
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| Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) | 1.0 | $10M | +6% | 306k | 32.97 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $9.4M | 27k | 353.34 |
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| T Rowe Price Exchange-traded Us High Yield (THYF) | 0.9 | $9.2M | -4% | 179k | 51.56 |
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| Victory Portfolios Ii Core Bd Etf (UITB) | 0.9 | $9.0M | +8% | 193k | 46.84 |
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| Amazon (AMZN) | 0.9 | $8.5M | 36k | 238.34 |
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| Capital Group New Geography SHS (CGNG) | 0.8 | $7.5M | +5% | 200k | 37.46 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $6.8M | 21k | 327.33 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $6.5M | 84k | 77.11 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.8M | +5% | 16k | 357.38 |
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| Cincinnati Financial Corporation (CINF) | 0.5 | $5.4M | 29k | 185.14 |
|
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| Meta Platforms Cl A (META) | 0.5 | $5.3M | +12% | 9.4k | 563.28 |
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| Eli Lilly & Co. (LLY) | 0.5 | $5.1M | 4.2k | 1199.51 |
|
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| Ge Aerospace Com New (GE) | 0.5 | $4.6M | -3% | 12k | 373.72 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $3.8M | -13% | 20k | 189.73 |
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| Visa Com Cl A (V) | 0.4 | $3.6M | -7% | 11k | 343.08 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $3.5M | +8% | 7.4k | 477.57 |
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| Home Depot (HD) | 0.4 | $3.5M | -10% | 10k | 352.69 |
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| Micron Technology (MU) | 0.3 | $3.2M | -5% | 2.7k | 1154.49 |
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| Caterpillar (CAT) | 0.3 | $2.6M | 2.4k | 1064.98 |
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| First Financial Ban (FFBC) | 0.3 | $2.5M | 75k | 33.83 |
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| Goldman Sachs (GS) | 0.3 | $2.5M | 2.5k | 1011.38 |
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| Tesla Motors (TSLA) | 0.2 | $2.5M | -5% | 5.9k | 420.60 |
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| Philip Morris International (PM) | 0.2 | $2.4M | +4% | 13k | 180.91 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $2.2M | -3% | 77k | 28.96 |
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| Linde SHS (LIN) | 0.2 | $2.2M | -2% | 4.2k | 518.89 |
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| British Amern Tob Sponsored Adr (BTI) | 0.2 | $2.1M | 34k | 61.76 |
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| Applied Materials (AMAT) | 0.2 | $2.1M | -8% | 2.9k | 722.94 |
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| Abbvie (ABBV) | 0.2 | $2.1M | +3% | 8.2k | 251.64 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $2.1M | -80% | 21k | 98.98 |
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| Nextera Energy (NEE) | 0.2 | $2.1M | 23k | 87.77 |
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| Cisco Systems (CSCO) | 0.2 | $1.9M | +11% | 16k | 117.46 |
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| Amgen (AMGN) | 0.2 | $1.8M | -6% | 5.1k | 362.11 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.8M | 16k | 113.26 |
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| Royal Caribbean Cruises (RCL) | 0.2 | $1.7M | +8% | 5.4k | 317.51 |
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| Carrier Global Corporation (CARR) | 0.2 | $1.7M | -3% | 23k | 73.35 |
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| UnitedHealth (UNH) | 0.2 | $1.7M | 4.1k | 415.59 |
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| Chevron Corporation (CVX) | 0.2 | $1.7M | +6% | 10k | 165.76 |
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| Intel Corporation (INTC) | 0.2 | $1.7M | +18% | 12k | 139.63 |
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| American Express Company (AXP) | 0.2 | $1.6M | -15% | 4.8k | 338.24 |
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| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 0.2 | $1.6M | 59k | 27.47 |
|
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| Merck & Co (MRK) | 0.2 | $1.6M | +14% | 12k | 128.50 |
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| McDonald's Corporation (MCD) | 0.2 | $1.6M | -8% | 5.8k | 270.31 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $1.6M | 12k | 126.58 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.5M | +997% | 4.9k | 301.73 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.5M | +6% | 2.9k | 513.66 |
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| TJX Companies (TJX) | 0.1 | $1.4M | -3% | 9.5k | 151.50 |
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| Ge Vernova (GEV) | 0.1 | $1.4M | +6% | 1.2k | 1174.91 |
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| International Business Machines (IBM) | 0.1 | $1.4M | -5% | 4.9k | 281.24 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $1.4M | 1.8k | 746.74 |
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| Uber Technologies (UBER) | 0.1 | $1.4M | +13% | 19k | 72.16 |
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| Bank of America Corporation (BAC) | 0.1 | $1.3M | 24k | 56.98 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.3M | +5% | 2.3k | 580.91 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.3M | +8% | 6.2k | 209.03 |
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| Netflix (NFLX) | 0.1 | $1.3M | 18k | 71.40 |
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| Coca-Cola Company (KO) | 0.1 | $1.3M | +21% | 16k | 81.27 |
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| Cme (CME) | 0.1 | $1.3M | +29% | 5.8k | 220.85 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.2M | 2.5k | 496.73 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | +2% | 8.9k | 136.73 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.2M | +6% | 12k | 102.19 |
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| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.1 | $1.2M | NEW | 15k | 76.40 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $1.2M | +31% | 13k | 91.64 |
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| Abbott Laboratories (ABT) | 0.1 | $1.2M | -16% | 13k | 90.74 |
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| S&p Global (SPGI) | 0.1 | $1.1M | -4% | 2.7k | 407.30 |
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| PNC Financial Services (PNC) | 0.1 | $1.0M | -7% | 4.2k | 246.25 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $1.0M | 771.00 | 1332.04 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.0M | 1.4k | 736.56 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $1000k | +106% | 16k | 62.89 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1000k | 2.0k | 500.39 |
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| Tc Energy Corp (TRP) | 0.1 | $975k | -5% | 15k | 66.29 |
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| Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM) | 0.1 | $971k | 37k | 26.39 |
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| Progressive Corporation (PGR) | 0.1 | $947k | -7% | 4.3k | 218.45 |
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| Welltower Inc Com reit (WELL) | 0.1 | $933k | +2% | 4.1k | 226.98 |
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| Amphenol Corp Cl A (APH) | 0.1 | $929k | +30% | 5.3k | 176.32 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $927k | -3% | 5.6k | 166.67 |
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| Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) | 0.1 | $924k | +29% | 25k | 37.58 |
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| Union Pacific Corporation (UNP) | 0.1 | $921k | +11% | 3.4k | 271.99 |
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| United Rentals (URI) | 0.1 | $869k | -4% | 767.00 | 1132.35 |
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| FedEx Corporation (FDX) | 0.1 | $860k | +11% | 2.7k | 313.16 |
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| Costco Wholesale Corporation (COST) | 0.1 | $851k | 909.00 | 935.98 |
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| Johnson & Johnson (JNJ) | 0.1 | $844k | +3% | 3.3k | 253.98 |
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| Automatic Data Processing (ADP) | 0.1 | $828k | +8% | 3.7k | 223.96 |
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| Anthem (ELV) | 0.1 | $820k | +4% | 2.1k | 386.80 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $815k | -4% | 23k | 36.13 |
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| Aramark Hldgs (ARMK) | 0.1 | $815k | -4% | 14k | 56.90 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $797k | 14k | 57.84 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $778k | +4% | 6.8k | 114.18 |
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| Oracle Corporation (ORCL) | 0.1 | $771k | +21% | 5.3k | 146.54 |
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| Amplify Etf Tr Cwp Gro Inc Etf (QDVO) | 0.1 | $755k | +46% | 25k | 29.84 |
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| Kroger (KR) | 0.1 | $732k | 13k | 55.53 |
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| Sherwin-Williams Company (SHW) | 0.1 | $725k | 2.1k | 344.30 |
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| Capital Group Core Balanced SHS (CGBL) | 0.1 | $681k | +22% | 18k | 37.96 |
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| Corning Incorporated (GLW) | 0.1 | $670k | +51% | 2.6k | 255.40 |
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| Wells Fargo & Company (WFC) | 0.1 | $660k | +38% | 8.0k | 82.64 |
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| Norfolk Southern (NSC) | 0.1 | $658k | +26% | 2.1k | 314.63 |
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| Ies Hldgs (IESC) | 0.1 | $654k | -11% | 890.00 | 734.66 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $635k | 319.00 | 1989.44 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $626k | -4% | 12k | 51.00 |
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| Agnico (AEM) | 0.1 | $626k | +2% | 4.0k | 155.13 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $595k | 2.3k | 255.63 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $583k | -3% | 2.0k | 298.11 |
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| CVS Caremark Corporation (CVS) | 0.1 | $574k | +13% | 5.5k | 103.45 |
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| Verizon Communications (VZ) | 0.1 | $567k | 13k | 42.34 |
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| Lowe's Companies (LOW) | 0.1 | $561k | -2% | 2.5k | 220.47 |
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| Equinix (EQIX) | 0.1 | $559k | -4% | 536.00 | 1042.90 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $558k | +5% | 1.1k | 501.39 |
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| Cloudflare Cl A Com (NET) | 0.1 | $555k | +3% | 2.3k | 245.28 |
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| CenterPoint Energy (CNP) | 0.1 | $553k | +24% | 13k | 44.04 |
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| Canadian Natural Resources (CNQ) | 0.1 | $548k | 14k | 39.50 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $534k | NEW | 7.0k | 76.40 |
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| Alnylam Pharmaceuticals (ALNY) | 0.1 | $533k | +7% | 1.8k | 301.03 |
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| Altria (MO) | 0.1 | $531k | +5% | 7.4k | 71.95 |
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| Air Products & Chemicals (APD) | 0.1 | $528k | -11% | 1.8k | 293.20 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $517k | -9% | 1.0k | 509.38 |
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| salesforce (CRM) | 0.1 | $498k | -24% | 3.2k | 156.67 |
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| Constellation Energy (CEG) | 0.0 | $490k | 2.0k | 248.34 |
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| Pepsi (PEP) | 0.0 | $485k | -6% | 3.6k | 135.40 |
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| MercadoLibre (MELI) | 0.0 | $479k | +36% | 282.00 | 1697.39 |
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| Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP) | 0.0 | $477k | NEW | 15k | 32.47 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) | 0.0 | $476k | 12k | 40.77 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $465k | -2% | 5.9k | 79.42 |
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| Palo Alto Networks (PANW) | 0.0 | $457k | NEW | 1.3k | 341.02 |
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| Qualcomm (QCOM) | 0.0 | $451k | +7% | 2.4k | 184.78 |
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| Boeing Company (BA) | 0.0 | $438k | +20% | 2.0k | 216.47 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $437k | +8% | 1.2k | 369.91 |
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| Cintas Corporation (CTAS) | 0.0 | $431k | 2.5k | 170.05 |
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| Dominion Resources (D) | 0.0 | $429k | +18% | 6.3k | 68.29 |
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| Us Bancorp Com New (USB) | 0.0 | $421k | +27% | 7.0k | 60.40 |
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| Danaher Corporation (DHR) | 0.0 | $417k | -2% | 2.2k | 190.47 |
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| Gilead Sciences (GILD) | 0.0 | $407k | -18% | 3.2k | 126.33 |
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| ConocoPhillips (COP) | 0.0 | $404k | -16% | 3.9k | 103.96 |
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| Innovator Etfs Trust Equi Defi Sept (ZSEP) | 0.0 | $402k | 15k | 27.56 |
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| Innovator Etfs Trust Us Eqty Buf Dec (BDEC) | 0.0 | $400k | 7.5k | 53.20 |
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| Bristol Myers Squibb (BMY) | 0.0 | $398k | -14% | 6.9k | 57.62 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $395k | -7% | 4.3k | 92.28 |
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| Chubb (CB) | 0.0 | $387k | -17% | 1.1k | 340.74 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $385k | -10% | 7.2k | 53.47 |
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| Capital One Financial (COF) | 0.0 | $382k | 1.9k | 200.57 |
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| Allegheny Technologies Incorporated (ATI) | 0.0 | $377k | 1.9k | 197.10 |
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| Western Digital (WDC) | 0.0 | $367k | NEW | 574.00 | 638.72 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) | 0.0 | $366k | -12% | 10k | 35.11 |
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| Astrazeneca Ord (AZN) | 0.0 | $366k | -3% | 1.9k | 189.62 |
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| Deere & Company (DE) | 0.0 | $359k | +42% | 565.00 | 634.60 |
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| General Dynamics Corporation (GD) | 0.0 | $354k | -10% | 999.00 | 354.24 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $353k | +15% | 692.00 | 509.56 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $352k | -9% | 7.3k | 47.94 |
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| Innovator Etfs Trust Equi Defi 1 July (ZJUL) | 0.0 | $351k | 12k | 29.97 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $350k | NEW | 468.00 | 748.12 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $349k | -2% | 3.0k | 116.67 |
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| Viking Holdings Ord Shs (VIK) | 0.0 | $345k | +8% | 3.3k | 104.67 |
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| Arista Networks Com Shs (ANET) | 0.0 | $339k | +9% | 2.0k | 169.88 |
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| International Paper Company (IP) | 0.0 | $335k | +4% | 8.8k | 38.10 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $321k | NEW | 421.00 | 763.14 |
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| Schwab Strategic Tr Internl Divid (SCHY) | 0.0 | $318k | -5% | 10k | 31.73 |
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| Carvana Cl A (CVNA) | 0.0 | $312k | +625% | 4.7k | 65.82 |
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| Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) | 0.0 | $312k | 5.9k | 53.26 |
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| LCNB (LCNB) | 0.0 | $306k | 17k | 17.59 |
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| Innovator Etfs Trust Equi Defi 1 Marc (ZMAR) | 0.0 | $305k | 11k | 28.21 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $304k | 2.1k | 148.30 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $304k | NEW | 701.00 | 433.35 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $303k | -36% | 12k | 24.55 |
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| Innovator Etfs Trust Equity Def Protn (ZFEB) | 0.0 | $301k | 12k | 25.98 |
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| PG&E Corporation (PCG) | 0.0 | $292k | -2% | 17k | 16.82 |
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| Kkr & Co (KKR) | 0.0 | $292k | +3% | 3.2k | 91.77 |
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| Truist Financial Corp equities (TFC) | 0.0 | $288k | 5.8k | 49.82 |
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| Atmos Energy Corporation (ATO) | 0.0 | $288k | -13% | 1.7k | 172.27 |
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| Fair Isaac Corporation (FICO) | 0.0 | $281k | NEW | 235.00 | 1194.78 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $278k | +6% | 1.2k | 229.64 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $270k | -20% | 817.00 | 330.36 |
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| Waste Management (WM) | 0.0 | $266k | NEW | 1.2k | 222.94 |
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| Delta Air Lines Com New (DAL) | 0.0 | $260k | NEW | 2.8k | 93.67 |
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| Marvell Technology (MRVL) | 0.0 | $256k | NEW | 859.00 | 297.96 |
|
| Citigroup Com New (C) | 0.0 | $255k | -3% | 1.8k | 139.93 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $253k | NEW | 688.00 | 368.38 |
|
| Apollo Global Mgmt (APO) | 0.0 | $251k | +7% | 2.1k | 118.32 |
|
| American Electric Power Company (AEP) | 0.0 | $248k | NEW | 1.8k | 136.82 |
|
| Ingersoll Rand (IR) | 0.0 | $248k | -18% | 3.0k | 81.99 |
|
| Pfizer (PFE) | 0.0 | $247k | 10k | 24.08 |
|
|
| Sempra Energy (SRE) | 0.0 | $245k | -23% | 2.6k | 92.71 |
|
| Walt Disney Company (DIS) | 0.0 | $241k | +11% | 2.5k | 96.24 |
|
| Oneok (OKE) | 0.0 | $235k | NEW | 2.7k | 86.94 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $226k | -95% | 12k | 19.62 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $223k | NEW | 1.3k | 170.86 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $219k | -95% | 11k | 19.52 |
|
| CSX Corporation (CSX) | 0.0 | $217k | NEW | 4.6k | 47.53 |
|
| Totalenergies Se Act (TTE) | 0.0 | $213k | 2.7k | 77.76 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $212k | NEW | 5.8k | 36.87 |
|
| SYNNEX Corporation (SNX) | 0.0 | $208k | NEW | 777.00 | 267.43 |
|
| Ftai Aviation SHS (FTAI) | 0.0 | $205k | NEW | 758.00 | 270.53 |
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $205k | NEW | 1.4k | 151.00 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $201k | NEW | 5.9k | 34.00 |
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $127k | +4% | 19k | 6.82 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $112k | +5% | 19k | 5.88 |
|
Past Filings by Souders Financial Advisors
SEC 13F filings are viewable for Souders Financial Advisors going back to 2020
- Souders Financial Advisors 2026 Q2 filed Aug. 5, 2026
- Souders Financial Advisors 2026 Q1 filed May 4, 2026
- Souders Financial Advisors 2025 Q4 filed Feb. 2, 2026
- Souders Financial Advisors 2025 Q3 filed Nov. 4, 2025
- Souders Financial Advisors 2025 Q2 filed Aug. 6, 2025
- Souders Financial Advisors 2025 Q1 filed May 5, 2025
- Souders Financial Advisors 2024 Q4 filed Feb. 6, 2025
- Souders Financial Advisors 2024 Q3 filed Nov. 5, 2024
- Souders Financial Advisors 2024 Q2 filed Aug. 28, 2024
- Souders Financial Advisors 2024 Q1 filed May 8, 2024
- Souders Financial Advisors 2023 Q4 filed Jan. 24, 2024
- Souders Financial Advisors 2023 Q3 filed Nov. 6, 2023
- Souders Financial Advisors 2023 Q2 filed Aug. 9, 2023
- Souders Financial Advisors 2023 Q1 filed May 9, 2023
- Souders Financial Advisors 2022 Q4 filed Feb. 13, 2023
- Souders Financial Advisors 2022 Q3 filed Nov. 10, 2022