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CIK: 0001811240
Total reported value
$994.1M
$994.1M
184 檔
21.3%
The Q1 2025 SEC filing reveals that Souders Financial Advisors held a total portfolio value of $994.1M, covering 184 public equity positions.
In Q1 2025, Souders Financial Advisors displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGCP | Cap Group Core Plus Income | ETF-Other | 8.39% | -0.51% | +7.29% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.55% | -2.02% | -6.13% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 6.01% | +0.18% | +23.06% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.51% | -0.04% | +7.49% | |
| 5 | CGUS | Cap Group Core Equity | ETF-Other | 4.11% | +0.34% | +8.20% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.68% | -0.89% | +7.71% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.04% | -0.14% | -1.08% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.91% | -0.24% | +29.19% | |
| 9 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 2.86% | +0.19% | +88.56% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.68% | -1.00% | -14.08% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.61% | -0.14% | +8.65% | |
| 12 | CGXU | Cap Group Intl Focus | ETF-Other | 2.35% | +0.05% | +43.55% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.34% | +0.51% | -0.17% | |
| 14 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 1.94% | +0.05% | +177.09% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.82% | +0.03% | -5.03% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.80% | -0.11% | +81.14% | |
| 17 | CGGR | Cap Group Growth Equity | ETF-Other | 1.58% | +0.40% | +23.14% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.56% | -0.09% | +5.88% | |
| 19 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.52% | +0.06% | +15.37% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.32% | +0.58% | +11.97% | |
| 21 | CGSD | Cap Group Short Duration | ETF-Other | 1.32% | -0.08% | +16.52% | |
| 22 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.24% | -0.07% | +12.11% | |
| 23 | CGGO | Cap Group Global Growth | ETF-Other | 1.23% | +0.24% | +7.26% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.13% | -9.39% | |
| 25 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.19% | -0.07% | +11.49% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.14% | — | -7.67% | |
| 27 | THYF | T Rowe Price US High Yield | ETF-High Yield | 1.13% | -0.16% | +11.24% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.01% | -1.45% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | -0.02% | -23.66% | |
| 30 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.70% | -0.60% | +10.86% | |
| 31 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.70% | +0.04% | +16.71% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.08% | -21.67% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.01% | +9.09% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | -0.03% | -24.15% | |
| 35 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.66% | -0.60% | +10.61% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | — | — | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.06% | -17.64% | |
| 38 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.60% | +0.01% | -0.32% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.08% | -7.47% | |
| 40 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.59% | +0.08% | +4.66% | |
| 41 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.50% | -0.65% | EXIT | |
| 42 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.50% | -0.48% | EXIT | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.04% | -28.68% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.14% | +18.37% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.47% | -0.13% | -22.48% | |
| 46 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.43% | -0.46% | EXIT | |
| 47 | GE | General Electric | Stock-Industrials | 0.42% | +0.05% | -29.64% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.40% | -0.06% | -32.85% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.36% | -0.01% | -47.25% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | +0.01% | -31.54% |
According to official SEC Form 13F filings, Souders Financial Advisors reported a total U.S. public equity portfolio value of $994.1M across 184 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CGCP, VOO, CGDV) accounted for 21.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
CGCP
市值: $60.1M
During Q1 2025, Souders Financial Advisors's top holdings by market value included CGCP (8.4%)、VOO (6.5%)、CGDV (6.0%). The largest single position, CGCP, represented 8.4% of total portfolio value.
In Q1 2025, Souders Financial Advisors made 50 total portfolio adjustments, initiating 50 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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