Souders Financial Advisors
Latest statistics and disclosures from Souders Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CGCP, VOO, CGDV, VXUS, CGUS, and represent 28.17% of Souders Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: CGCV (+$14M), CGCP, CGMM, TCAF, CGGR, CGUS, NVDA, CGMS, CGSD, FDX.
- Started 20 new stock positions in ENB, ANET, D, DE, BITW, CGCV, TTE, FDX, XPO, GLW. CGBL, APO, CVNA, VIK, IP, ZMAR, ZFEB, NSC, HAL, AZN.
- Reduced shares in these 10 stocks: CGDV (-$13M), VOO, CME, ACWI, BIL, CGIC, ISRG, AGG, CAT, SPY.
- Sold out of its positions in AFG, AIG, AstraZeneca, CVE, CMG, STZ, ACWI, MSTR, GLD, NOW. SYK, ACN.
- Souders Financial Advisors was a net buyer of stock by $24M.
- Souders Financial Advisors has $876M in assets under management (AUM), dropping by 0.37%.
- Central Index Key (CIK): 0001811240
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Portfolio Holdings for Souders Financial Advisors
Souders Financial Advisors holds 216 positions in its portfolio as reported in the March 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) | 8.2 | $72M | +5% | 3.2M | 22.34 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.1 | $54M | -3% | 90k | 597.55 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 4.9 | $43M | -22% | 1.0M | 42.54 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.5 | $40M | 513k | 77.11 |
|
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 4.4 | $38M | +3% | 996k | 38.42 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.7 | $33M | 1.1M | 30.68 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 3.5 | $31M | +2% | 672k | 45.62 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 3.2 | $28M | +4% | 777k | 35.59 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.5 | $22M | 427k | 50.61 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.3 | $20M | 687k | 29.13 |
|
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 2.1 | $18M | 623k | 29.49 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 2.1 | $18M | 93k | 196.20 |
|
|
| Procter & Gamble Company (PG) | 2.0 | $18M | +4% | 122k | 144.44 |
|
| Apple (AAPL) | 1.8 | $16M | 62k | 253.79 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 1.8 | $15M | +8% | 384k | 40.19 |
|
| Capital Group Conservative E SHS (CGCV) | 1.6 | $14M | NEW | 469k | 29.81 |
|
| T Rowe Price Etf Price Blue Chip (TCHP) | 1.6 | $14M | +4% | 310k | 44.18 |
|
| T Rowe Price Etf Small Mid Cap (TMSL) | 1.5 | $13M | +2% | 356k | 36.67 |
|
| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 1.4 | $13M | +7% | 490k | 25.79 |
|
| Capital Group International SHS (CGIC) | 1.4 | $12M | -3% | 361k | 33.11 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 1.3 | $12M | 347k | 33.37 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.3 | $11M | 154k | 73.64 |
|
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 1.3 | $11M | +8% | 414k | 27.23 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.3 | $11M | +2% | 188k | 59.55 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 1.2 | $11M | +3% | 240k | 44.85 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $11M | -3% | 107k | 99.27 |
|
| Microsoft Corporation (MSFT) | 1.2 | $10M | +9% | 28k | 370.18 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.1 | $9.7M | 45k | 215.06 |
|
|
| T Rowe Price Etf Us High Yield (THYF) | 1.1 | $9.6M | +2% | 188k | 51.01 |
|
| Broadcom (AVGO) | 1.1 | $9.5M | +5% | 31k | 309.51 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $8.7M | +12% | 50k | 174.40 |
|
| Capital Group Equity Etf Tr Us Small And Mid (CGMM) | 1.0 | $8.4M | +19% | 288k | 29.36 |
|
| Victory Portfolios Ii Core Intermediat (UITB) | 0.9 | $8.3M | +4% | 177k | 47.02 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $7.6M | +4% | 26k | 286.86 |
|
| Amazon (AMZN) | 0.8 | $7.3M | +10% | 35k | 208.27 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $6.1M | 21k | 294.15 |
|
|
| Capital Group New Geography SHS (CGNG) | 0.7 | $6.0M | +5% | 190k | 31.57 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.6 | $5.7M | 278k | 20.42 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $5.7M | -2% | 84k | 67.53 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.6 | $5.4M | 277k | 19.62 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.6 | $5.4M | 276k | 19.53 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $4.8M | 8.3k | 572.10 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.5 | $4.6M | 29k | 157.35 |
|
|
| Raytheon Technologies Corp (RTX) | 0.5 | $4.5M | -7% | 23k | 192.90 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.4M | +6% | 15k | 287.56 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.5 | $4.2M | 227k | 18.66 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.5 | $4.1M | +3% | 244k | 16.72 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $3.9M | +9% | 4.2k | 919.74 |
|
| Home Depot (HD) | 0.4 | $3.7M | -2% | 11k | 328.88 |
|
| Ge Aerospace Com New (GE) | 0.4 | $3.6M | -3% | 13k | 283.78 |
|
| Visa Com Cl A (V) | 0.4 | $3.5M | -7% | 12k | 302.23 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $2.3M | +7% | 6.8k | 337.95 |
|
| Tesla Motors (TSLA) | 0.3 | $2.3M | +3% | 6.2k | 371.75 |
|
| Nextera Energy (NEE) | 0.2 | $2.2M | 23k | 92.88 |
|
|
| Goldman Sachs (GS) | 0.2 | $2.1M | -3% | 2.5k | 846.16 |
|
| Linde SHS (LIN) | 0.2 | $2.1M | +9% | 4.3k | 495.81 |
|
| Philip Morris International (PM) | 0.2 | $2.1M | +22% | 13k | 165.34 |
|
| First Financial Ban (FFBC) | 0.2 | $2.1M | 75k | 27.88 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $2.0M | +7% | 35k | 58.47 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $2.0M | -12% | 80k | 25.10 |
|
| Wal-Mart Stores (WMT) | 0.2 | $2.0M | +5% | 16k | 124.28 |
|
| Chevron Corporation (CVX) | 0.2 | $2.0M | +21% | 9.6k | 206.90 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.0M | -2% | 6.3k | 310.79 |
|
| Amgen (AMGN) | 0.2 | $1.9M | +2% | 5.4k | 351.87 |
|
| Abbvie (ABBV) | 0.2 | $1.7M | +3% | 8.0k | 217.50 |
|
| Caterpillar (CAT) | 0.2 | $1.7M | -18% | 2.4k | 708.50 |
|
| American Express Company (AXP) | 0.2 | $1.7M | -2% | 5.7k | 302.46 |
|
| Netflix (NFLX) | 0.2 | $1.7M | +17% | 18k | 96.15 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $1.6M | 13k | 130.94 |
|
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.2 | $1.6M | +9% | 60k | 27.15 |
|
| TJX Companies (TJX) | 0.2 | $1.6M | -2% | 9.9k | 159.69 |
|
| Abbott Laboratories (ABT) | 0.2 | $1.6M | -7% | 15k | 102.67 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.5M | +18% | 8.7k | 169.67 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $1.4M | +76% | 18k | 76.54 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $1.4M | +12% | 5.0k | 275.20 |
|
| Carrier Global Corporation (CARR) | 0.2 | $1.3M | -3% | 24k | 56.31 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | +24% | 2.7k | 499.72 |
|
| Cme (CME) | 0.1 | $1.3M | -44% | 4.4k | 295.35 |
|
| Merck & Co (MRK) | 0.1 | $1.3M | -14% | 11k | 120.29 |
|
| International Business Machines (IBM) | 0.1 | $1.3M | -8% | 5.2k | 242.40 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.2M | +8% | 25k | 49.89 |
|
| S&p Global (SPGI) | 0.1 | $1.2M | 2.9k | 425.38 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $1.2M | -24% | 1.8k | 650.22 |
|
| Uber Technologies (UBER) | 0.1 | $1.2M | +18% | 17k | 71.93 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.1M | -4% | 23k | 48.75 |
|
| Cisco Systems (CSCO) | 0.1 | $1.1M | +69% | 14k | 77.59 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.1M | +24% | 2.5k | 446.54 |
|
| UnitedHealth (UNH) | 0.1 | $1.1M | +31% | 4.1k | 270.62 |
|
| Applied Materials (AMAT) | 0.1 | $1.1M | +28% | 3.2k | 341.76 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $1000k | -12% | 5.8k | 173.44 |
|
| Ge Vernova (GEV) | 0.1 | $997k | +6% | 1.1k | 872.93 |
|
| Coca-Cola Company (KO) | 0.1 | $990k | 13k | 76.05 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $982k | +28% | 11k | 89.59 |
|
| Tc Energy Corp (TRP) | 0.1 | $976k | -15% | 16k | 62.60 |
|
| Micron Technology (MU) | 0.1 | $974k | -14% | 2.9k | 337.82 |
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| Capital Grp Fixed Incm Etf T Short Duration M (CGSM) | 0.1 | $967k | +26% | 37k | 26.28 |
|
| Kroger (KR) | 0.1 | $958k | 13k | 72.36 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $944k | +4% | 2.0k | 479.20 |
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| Morgan Stanley Com New (MS) | 0.1 | $943k | -3% | 5.7k | 164.56 |
|
| PNC Financial Services (PNC) | 0.1 | $943k | +3% | 4.5k | 208.09 |
|
| Progressive Corporation (PGR) | 0.1 | $929k | +18% | 4.7k | 198.24 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $899k | +5% | 902.00 | 996.95 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $893k | -35% | 9.7k | 91.64 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $888k | +10% | 766.00 | 1158.96 |
|
| FedEx Corporation (FDX) | 0.1 | $879k | NEW | 2.5k | 356.22 |
|
| Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) | 0.1 | $849k | NEW | 19k | 44.61 |
|
| Agnico (AEM) | 0.1 | $802k | +16% | 4.0k | 202.98 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $794k | +9% | 4.0k | 197.72 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $789k | +111% | 14k | 57.64 |
|
| salesforce (CRM) | 0.1 | $785k | +2% | 4.2k | 186.66 |
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| Johnson & Johnson (JNJ) | 0.1 | $783k | +20% | 3.2k | 244.44 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $778k | 1.3k | 577.34 |
|
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $772k | -6% | 6.5k | 118.62 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $767k | +7% | 1.1k | 682.07 |
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| Medtronic SHS (MDT) | 0.1 | $763k | +312% | 8.8k | 86.65 |
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| Union Pacific Corporation (UNP) | 0.1 | $738k | -9% | 3.0k | 242.61 |
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| Automatic Data Processing (ADP) | 0.1 | $690k | +8% | 3.4k | 203.19 |
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| Canadian Natural Resources (CNQ) | 0.1 | $688k | +10% | 14k | 48.73 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $687k | -24% | 24k | 29.08 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $681k | -6% | 2.1k | 320.52 |
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| Verizon Communications (VZ) | 0.1 | $668k | -12% | 13k | 50.20 |
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| Kla Corp Com New (KLAC) | 0.1 | $659k | +2% | 447.00 | 1473.21 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $655k | +16% | 13k | 50.98 |
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| Oracle Corporation (ORCL) | 0.1 | $638k | +21% | 4.3k | 147.10 |
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| Lowe's Companies (LOW) | 0.1 | $620k | +3% | 2.6k | 236.29 |
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| ConocoPhillips (COP) | 0.1 | $611k | +8% | 4.6k | 132.01 |
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| Aramark Hldgs (ARMK) | 0.1 | $607k | -17% | 15k | 40.54 |
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| Pepsi (PEP) | 0.1 | $596k | 3.8k | 155.29 |
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| Air Products & Chemicals (APD) | 0.1 | $593k | +35% | 2.0k | 290.50 |
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| Anthem (ELV) | 0.1 | $593k | -2% | 2.0k | 292.81 |
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| United Rentals (URI) | 0.1 | $584k | -11% | 802.00 | 728.21 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $559k | -28% | 2.3k | 244.20 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $559k | +84% | 20k | 28.71 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $557k | 6.0k | 92.69 |
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| Gilead Sciences (GILD) | 0.1 | $552k | +21% | 4.0k | 139.36 |
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| Constellation Energy (CEG) | 0.1 | $551k | -5% | 2.0k | 279.20 |
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| Equinix (EQIX) | 0.1 | $549k | -10% | 560.00 | 980.08 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $546k | +5% | 8.0k | 68.14 |
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| Alnylam Pharmaceuticals (ALNY) | 0.1 | $544k | +16% | 1.6k | 330.87 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $519k | +14% | 1.1k | 491.55 |
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| Amphenol Corp Cl A (APH) | 0.1 | $511k | +38% | 4.0k | 126.35 |
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| Capital Group Core Balanced SHS (CGBL) | 0.1 | $504k | NEW | 15k | 34.41 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $491k | -4% | 8.1k | 60.65 |
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| Ies Hldgs (IESC) | 0.1 | $479k | +2% | 1.0k | 476.47 |
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| Norfolk Southern (NSC) | 0.1 | $475k | NEW | 1.7k | 287.04 |
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| Amplify Etf Tr Cwp Growth & Inc (QDVO) | 0.1 | $461k | +17% | 17k | 26.65 |
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| Wells Fargo & Company (WFC) | 0.1 | $461k | +34% | 5.8k | 79.61 |
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| Altria (MO) | 0.1 | $460k | +16% | 7.0k | 65.99 |
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| Cloudflare Cl A Com (NET) | 0.1 | $452k | -2% | 2.2k | 206.34 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $452k | -8% | 7.7k | 58.78 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $449k | +12% | 3.1k | 146.28 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) | 0.1 | $447k | -4% | 12k | 38.30 |
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| Chubb (CB) | 0.1 | $447k | +10% | 1.4k | 325.93 |
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| Intel Corporation (INTC) | 0.1 | $446k | +54% | 10k | 44.13 |
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| Advanced Micro Devices (AMD) | 0.1 | $439k | +16% | 2.2k | 203.43 |
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| CenterPoint Energy (CNP) | 0.0 | $436k | -8% | 10k | 43.16 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $435k | +6% | 4.6k | 93.97 |
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| Cintas Corporation (CTAS) | 0.0 | $432k | 2.6k | 169.12 |
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| Danaher Corporation (DHR) | 0.0 | $428k | -6% | 2.3k | 189.58 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $416k | -5% | 315.00 | 1320.83 |
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| Astrazeneca Ord (AZN) | 0.0 | $395k | NEW | 2.0k | 197.22 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) | 0.0 | $395k | -5% | 12k | 33.37 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $395k | -16% | 2.0k | 194.10 |
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| Innovator Etfs Trust Equity Defined P (ZSEP) | 0.0 | $390k | 15k | 26.72 |
|
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| General Dynamics Corporation (GD) | 0.0 | $383k | +10% | 1.1k | 343.22 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $361k | +12% | 598.00 | 604.16 |
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| Innovator Etfs Trust Us Eqty Buf Dec (BDEC) | 0.0 | $361k | 7.5k | 48.00 |
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| Atmos Energy Corporation (ATO) | 0.0 | $358k | +38% | 1.9k | 184.72 |
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| MercadoLibre (MELI) | 0.0 | $356k | +32% | 206.00 | 1729.02 |
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| CVS Caremark Corporation (CVS) | 0.0 | $349k | +5% | 4.9k | 71.82 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $349k | +6% | 1.1k | 320.91 |
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| Capital One Financial (COF) | 0.0 | $346k | -32% | 1.9k | 182.40 |
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| Innovator Etfs Trust Equity Defined P (ZJUL) | 0.0 | $340k | 12k | 29.07 |
|
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| Schwab Strategic Tr Internl Divid (SCHY) | 0.0 | $338k | -21% | 11k | 31.66 |
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| Sempra Energy (SRE) | 0.0 | $335k | +3% | 3.5k | 97.16 |
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| Boeing Company (BA) | 0.0 | $334k | -27% | 1.7k | 199.03 |
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| Dominion Resources (D) | 0.0 | $327k | NEW | 5.3k | 61.82 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $313k | 1.0k | 304.00 |
|
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| PG&E Corporation (PCG) | 0.0 | $312k | -18% | 18k | 17.57 |
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| Baker Hughes Company Cl A (BKR) | 0.0 | $303k | 5.0k | 61.05 |
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| International Paper Company (IP) | 0.0 | $301k | NEW | 8.4k | 35.70 |
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| Innovator Etfs Trust Equity Defined P (ZMAR) | 0.0 | $298k | NEW | 11k | 27.59 |
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| Ingersoll Rand (IR) | 0.0 | $297k | +39% | 3.7k | 80.12 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $297k | 8.1k | 36.75 |
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| Innovator Etfs Trust Equity Def Protn (ZFEB) | 0.0 | $294k | NEW | 12k | 25.39 |
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| Qualcomm (QCOM) | 0.0 | $293k | -16% | 2.3k | 128.77 |
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| Honeywell International (HON) | 0.0 | $291k | +12% | 1.3k | 226.04 |
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| Pfizer (PFE) | 0.0 | $288k | 10k | 28.08 |
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| Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) | 0.0 | $287k | 5.9k | 48.98 |
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| Kkr & Co (KKR) | 0.0 | $284k | +17% | 3.1k | 92.51 |
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| Us Bancorp Com New (USB) | 0.0 | $284k | +5% | 5.5k | 52.01 |
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| L3harris Technologies (LHX) | 0.0 | $278k | 805.00 | 345.15 |
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| LCNB (LCNB) | 0.0 | $277k | 18k | 15.59 |
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| Allegheny Technologies Incorporated (ATI) | 0.0 | $274k | -21% | 1.9k | 145.46 |
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| Chesapeake Energy Corp (EXE) | 0.0 | $264k | +3% | 2.4k | 109.78 |
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| Truist Financial Corp equities (TFC) | 0.0 | $263k | -34% | 5.7k | 45.97 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $256k | -6% | 2.1k | 124.34 |
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| Totalenergies Se Act (TTE) | 0.0 | $249k | NEW | 2.7k | 90.98 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $247k | +4% | 1.1k | 216.64 |
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| Corning Incorporated (GLW) | 0.0 | $236k | NEW | 1.7k | 135.94 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $227k | -65% | 492.00 | 460.99 |
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| Arista Networks Com Shs (ANET) | 0.0 | $225k | NEW | 1.8k | 122.78 |
|
| Viking Holdings Ord Shs (VIK) | 0.0 | $224k | NEW | 3.0k | 73.48 |
|
| Deere & Company (DE) | 0.0 | $223k | NEW | 396.00 | 563.64 |
|
| Apollo Global Mgmt (APO) | 0.0 | $220k | NEW | 2.0k | 111.43 |
|
| Enbridge (ENB) | 0.0 | $220k | NEW | 4.1k | 54.14 |
|
| Halliburton Company (HAL) | 0.0 | $217k | NEW | 5.6k | 38.99 |
|
| Clorox Company (CLX) | 0.0 | $216k | -32% | 2.1k | 103.63 |
|
| Walt Disney Company (DIS) | 0.0 | $216k | 2.2k | 96.37 |
|
|
| Citigroup Com New (C) | 0.0 | $215k | +8% | 1.9k | 113.41 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $213k | NEW | 1.1k | 194.55 |
|
| Carvana Cl A (CVNA) | 0.0 | $206k | NEW | 654.00 | 314.38 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $205k | -12% | 2.9k | 71.18 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $163k | +2% | 16k | 10.18 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $90k | -71% | 18k | 4.96 |
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $74k | +2% | 18k | 4.12 |
|
Past Filings by Souders Financial Advisors
SEC 13F filings are viewable for Souders Financial Advisors going back to 2020
- 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
- Souders Financial Advisors 2022 Q2 filed Aug. 5, 2022