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CIK: 0001811240
Total reported value
$994.1M
$994.1M
172 檔
18.6%
According to the latest 13F quarterly dataset, Souders Financial Advisors managed an equity portfolio of $994.1M at the end of Q3 2024, spanning 172 distinct U.S. exchange-listed positions.
During Q3 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 | 7.47% | -0.51% | +7.60% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.99% | -2.02% | +32.36% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.07% | -0.04% | +2.42% | |
| 4 | CGDV | Cap Group Dividend Value | ETF-Other | 3.67% | +0.18% | -0.60% | |
| 5 | CGUS | Cap Group Core Equity | ETF-Other | 3.57% | +0.34% | -0.90% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.37% | -0.89% | -8.53% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.22% | -0.14% | -1.79% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.14% | -1.00% | -11.66% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.51% | +0.51% | -7.78% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.39% | +0.03% | -4.57% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.16% | -0.14% | +6.82% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.08% | -0.24% | +55.51% | |
| 13 | SCHY | Schwab International Dvd ETF | ETF-Other | 1.91% | -0.01% | -3.02% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.13% | -0.01% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.61% | — | +3.05% | |
| 16 | CGXU | Cap Group Intl Focus | ETF-Other | 1.60% | +0.05% | -10.08% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.49% | -0.09% | -0.42% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.41% | — | +1.02% | |
| 19 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.18% | +0.06% | -4.66% | |
| 20 | CGGO | Cap Group Global Growth | ETF-Other | 1.12% | +0.24% | +6.62% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | -0.02% | -2.67% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.08% | +786.87% | |
| 23 | CGGR | Cap Group Growth Equity | ETF-Other | 1.07% | +0.40% | +0.21% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.06% | +0.58% | +6.46% | |
| 25 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.04% | -0.07% | +17.54% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.97% | -0.06% | +1.89% | |
| 27 | CGSD | Cap Group Short Duration | ETF-Other | 0.97% | -0.08% | +13.26% | |
| 28 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.95% | -0.07% | +13.64% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.94% | +0.04% | +0.52% | |
| 30 | THYF | T Rowe Price US High Yield | ETF-High Yield | 0.91% | -0.16% | +5.54% | |
| 31 | CARR | Carrier Global CORP | Stock-Industrials | 0.87% | +0.02% | -3.20% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | -0.03% | +1.81% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.84% | -0.01% | +1.63% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.01% | +0.26% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.08% | -2.36% | |
| 36 | GE | General Electric | Stock-Industrials | 0.78% | +0.05% | +39.37% | |
| 37 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 0.69% | +0.05% | — | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.68% | -0.03% | +7.74% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.67% | -0.06% | -2.48% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.67% | -0.02% | +9.80% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.66% | +0.01% | +0.16% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | — | -50.33% | |
| 43 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.63% | +0.05% | +440.57% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.62% | -0.13% | -0.47% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.01% | +1.90% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.06% | +235.54% | |
| 47 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.59% | -0.60% | +3.49% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.01% | +17.51% | |
| 49 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.58% | -0.02% | -0.27% | |
| 50 | PNC | Pnc Financial Services Group | Stock-Financials | 0.57% | -0.01% | -1.28% |
According to official SEC Form 13F filings, Souders Financial Advisors reported a total U.S. public equity portfolio value of $994.1M across 172 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CGCP, VOO, VXUS) accounted for 18.6% of total reported equity market value during Q3 2024.
During Q3 2024, Souders Financial Advisors's top holdings by market value included CGCP (7.5%)、VOO (7.0%)、VXUS (4.1%). The largest single position, CGCP, represented 7.5% of total portfolio value.
In Q3 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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