Souders Financial Advisors
CIK:0001811240
Investment Adviser
$1B AUM
200 holdings
OH, USA
Souders Financial Advisors is an investment advisory firm providing services such as investment management and financial planning. It manages assets with a fiduciary standard of care and offers comprehensive advice to individuals and businesses.
Top Buys
C
CGDVCAPITAL GROUP DIVIDEND VALUE+$8.2M
V
VOOVANGUARD INDEX FDS+$6.9M
T
TCAFT ROWE PRICE ETF INC+$5.1M
C
CGUSCAPITAL GROUP CORE EQUITY ET+$5.0M
V
VXUSVANGUARD STAR FDS+$4.5M
Top Sells
U
UNHUNITEDHEALTH GROUP INC-$2.4M
P
PGPROCTER AND GAMBLE CO-$2.4M
A
AAPLAPPLE INC-$1.2M
A
ABBVABBVIE INC-$930.8K
C
CRMSALESFORCE INC-$858.4K
Top Holdings
C
CGCPCAPITAL GRP FIXED INCM ETF T+8.1%$63.3M
V
VOOVANGUARD INDEX FDS+6.8%$53.8M
C
CGDVCAPITAL GROUP DIVIDEND VALUE+6.5%$51.3M
V
VXUSVANGUARD STAR FDS+4.7%$36.8M
C
CGUSCAPITAL GROUP CORE EQUITY ET+4.4%$34.4M
Equity Positions (198)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGCP | CAPITAL GRP FIXED INCM ETF T | 8.05% | $63.3M | 2,811,977 | $22.52 | $22.50 | +$3.1M |
V VOO | VANGUARD INDEX FDS | 6.84% | $53.8M | 94,673 | $369.68 | $568.03 | +$6.9M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 6.53% | $51.3M | 1,298,522 | $29.26 | $39.49 | +$8.2M |
V VXUS | VANGUARD STAR FDS | 4.68% | $36.8M | 532,757 | $56.55 | $69.09 | +$4.5M |
C CGUS | CAPITAL GROUP CORE EQUITY ET | 4.38% | $34.4M | 932,782 | $26.25 | $36.93 | +$5.0M |
Industry Allocation
SOAP, DETERGENTS, CLEANG PREPARATIONS, PERFUMES, COSMETICS
+2.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.3%
SEMICONDUCTORS & RELATED DEVICES
+2.1%
SERVICES-PREPACKAGED SOFTWARE
+2.1%
ELECTRONIC COMPUTERS
+1.5%