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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.
Latest 13F Filing Activity
Souders Financial Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 198 equity positions with a total 13F market value of $786M. The fund increased holdings in Capital Group Dividend Value, Vanguard Index FDS, T Rowe Price Etf Inc. among other positions. Souders Financial Advisors reduced exposure to Unitedhealth Group Inc., Procter and Gamble Co., Apple Inc. among others.
Top Buys
Top Holdings
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
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.6%
SEMICONDUCTORS & RELATED DEVICES
+2.5%
SOAP, DETERGENTS, CLEANG PREPARATIONS, PERFUMES, COSMETICS
+2.2%
SERVICES-PREPACKAGED SOFTWARE
+2.1%
ELECTRONIC COMPUTERS
+1.8%
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