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CIK: 0001811240
Total reported value
$994.1M
$994.1M
160 檔
15.6%
As reported in its official Q1 2024 Form 13F filing, Souders Financial Advisors's tracked investment portfolio stood at $994.1M with 160 total positions.
During Q1 2024, Souders Financial Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGCP | Cap Group Core Plus Income | ETF-Other | 7.44% | -0.51% | +10.86% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.35% | -2.02% | -1.88% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.02% | -0.04% | +48.60% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.85% | -0.89% | +2.10% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.77% | -1.00% | +8.84% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 3.66% | +0.18% | +3.64% | |
| 7 | CGUS | Cap Group Core Equity | ETF-Other | 3.64% | +0.34% | +2.78% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.43% | -0.14% | -0.51% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.64% | +0.51% | -5.06% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.21% | -0.14% | -7.96% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.02% | +0.03% | +5.61% | |
| 12 | SCHY | Schwab International Dvd ETF | ETF-Other | 1.99% | -0.01% | +7.20% | |
| 13 | CGXU | Cap Group Intl Focus | ETF-Other | 1.87% | +0.05% | +3.56% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.13% | -4.02% | |
| 15 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 1.64% | — | +1.24% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.63% | — | +2.96% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.60% | -0.09% | +29.36% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.40% | — | +1.36% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.38% | -0.24% | — | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.36% | — | +4.11% | |
| 21 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.22% | +0.06% | -7.21% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | -0.02% | -11.09% | |
| 23 | CGGO | Cap Group Global Growth | ETF-Other | 1.10% | +0.24% | +3.91% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.08% | -21.80% | |
| 25 | CGGR | Cap Group Growth Equity | ETF-Other | 1.08% | +0.40% | -0.63% | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.06% | +0.58% | +76.62% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.00% | -0.06% | +2.23% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | -0.03% | -3.88% | |
| 29 | THYF | T Rowe Price US High Yield | ETF-High Yield | 0.92% | -0.16% | +5.03% | |
| 30 | CGSD | Cap Group Short Duration | ETF-Other | 0.92% | -0.08% | +11.95% | |
| 31 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.90% | -0.07% | +9.86% | |
| 32 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.90% | -0.07% | +2.89% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.01% | -3.85% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.87% | +0.04% | +3.37% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.08% | -6.43% | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.80% | +0.01% | -5.90% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.80% | -0.01% | +3.23% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.74% | -0.06% | +1.80% | |
| 39 | CARR | Carrier Global CORP | Stock-Industrials | 0.73% | +0.02% | +2.94% | |
| 40 | COP | Conocophillips | Stock-Energy | 0.67% | -0.03% | +2.71% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.63% | -0.02% | +1.50% | |
| 42 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.62% | -0.01% | -8.00% | |
| 43 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.61% | -0.60% | +64.43% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.01% | +582.14% | |
| 45 | CNQ | Canadian Natural Resources | Stock-Energy | 0.59% | -0.02% | +1.44% | |
| 46 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.59% | -0.02% | +0.08% | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.58% | +0.02% | NEW | |
| 48 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.57% | -0.60% | -3.62% | |
| 49 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.57% | +0.01% | -0.78% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.56% | -0.13% | +7.17% |
According to official SEC Form 13F filings, Souders Financial Advisors reported a total U.S. public equity portfolio value of $994.1M across 160 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CGCP, VOO, VXUS) accounted for 15.6% of total reported equity market value during Q1 2024.
During Q1 2024, Souders Financial Advisors's top holdings by market value included CGCP (7.4%)、VOO (5.3%)、VXUS (4.0%). The largest single position, CGCP, represented 7.4% of total portfolio value.
In Q1 2024, Souders Financial Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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