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Size ($ in 1000's)
At 12/31/2023: $584,111 At 09/30/2023: $520,800
Souders Financial Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Souders Financial Advisors 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Souders Financial Advisors top holdings by largest position size, as per the latest 13f filing made by Souders Financial Advisors.
In the Souders Financial Advisors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Souders Financial Advisors in that top holding, then the share count change between reporting periods, and finally the Souders Financial Advisors top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
CAPITAL GRP FIXED INCM ETF T (CGCP) |
1,893,303 |
+272,771 |
$42,969 | CGCP | 1,893,303 | +272,771 | $42,969 | VANGUARD INDEX FDS (VOO) |
71,867 |
+832 |
$31,392 | VOO | 71,867 | +832 | $31,392 | SCHWAB STRATEGIC TR |
296,085 |
+10,077 |
$22,541 | SCHD | 296,085 | +10,077 | $22,541 | ISHARES TR (AGG) |
224,428 |
+132,241 |
$22,274 | AGG | 224,428 | +132,241 | $22,274 | CAPITAL GROUP DIVIDEND VALUE |
689,101 |
+49,641 |
$20,563 | CGDV | 689,101 | +49,641 | $20,563 | CAPITAL GROUP CORE EQUITY ET |
719,623 |
+50,659 |
$20,365 | CGUS | 719,623 | +50,659 | $20,365 | PROCTER AND GAMBLE CO |
134,703 |
+16,161 |
$19,739 | PG | 134,703 | +16,161 | $19,739 | VANGUARD STAR FDS (VXUS) |
284,634 |
+12,140 |
$16,497 | VXUS | 284,634 | +12,140 | $16,497 | SCHWAB STRATEGIC TR |
189,978 |
+3,123 |
$15,761 | SCHG | 189,978 | +3,123 | $15,761 | J P MORGAN EXCHANGE TRADED F (JPST) |
301,037 |
+9,335 |
$15,121 | JPST | 301,037 | +9,335 | $15,121 | APPLE INC |
70,754 |
-6,188 |
$13,622 | AAPL | 70,754 | -6,188 | $13,622 | SCHWAB STRATEGIC TR |
485,950 |
+26,992 |
$11,950 | SCHY | 485,950 | +26,992 | $11,950 | MICROSOFT CORP |
28,653 |
-395 |
$10,774 | MSFT | 28,653 | -395 | $10,774 | CAPITAL GROUP INTL FOCUS EQT |
442,808 |
+17,110 |
$10,570 | CGXU | 442,808 | +17,110 | $10,570 | VANGUARD BD INDEX FDS (BSV) |
133,921 |
+6,812 |
$10,315 | BSV | 133,921 | +6,812 | $10,315 | SCHWAB STRATEGIC TR |
203,204 |
+6,455 |
$9,599 | SCHA | 203,204 | +6,455 | $9,599 | T ROWE PRICE ETF INC (TDVG) |
270,843 |
+6,369 |
$9,553 | TDVG | 270,843 | +6,369 | $9,553 | VANGUARD SPECIALIZED FUNDS (VIG) |
48,085 |
+1,011 |
$8,194 | VIG | 48,085 | +1,011 | $8,194 | ISHARES TR (IJR) |
74,891 |
+2,941 |
$8,107 | IJR | 74,891 | +2,941 | $8,107 | VANGUARD BD INDEX FDS (BND) |
107,728 |
+107,728 |
$7,923 | BND | 107,728 | +107,728 | $7,923 | BROADCOM INC |
6,632 |
+826 |
$7,403 | AVGO | 6,632 | +826 | $7,403 | T ROWE PRICE ETF INC (TCHP) |
235,138 |
+2,299 |
$7,278 | TCHP | 235,138 | +2,299 | $7,278 | JPMORGAN CHASE & CO |
40,622 |
-466 |
$6,910 | JPM | 40,622 | -466 | $6,910 | CAPITAL GROUP GROWTH ETF (CGGR) |
214,832 |
+7,188 |
$6,065 | CGGR | 214,832 | +7,188 | $6,065 | CAPITAL GROUP GBL GROWTH EQT |
231,911 |
+7,754 |
$5,967 | CGGO | 231,911 | +7,754 | $5,967 | VISA INC |
22,182 |
-474 |
$5,775 | V | 22,182 | -474 | $5,775 | UNITEDHEALTH GROUP INC |
10,840 |
-134 |
$5,707 | UNH | 10,840 | -134 | $5,707 | HOME DEPOT INC |
16,133 |
+3 |
$5,591 | HD | 16,133 | +3 | $5,591 | T ROWE PRICE ETF INC (THYF) |
107,694 |
+25,299 |
$5,564 | THYF | 107,694 | +25,299 | $5,564 | CAPITAL GRP FIXED INCM ETF T (CGSD) |
205,485 |
+22,450 |
$5,230 | CGSD | 205,485 | +22,450 | $5,230 | ALPHABET INC |
37,102 |
+111 |
$5,229 | GOOG | 37,102 | +111 | $5,229 | AMPLIFY ETF TR (DIVO) |
142,745 |
+3,044 |
$5,217 | DIVO | 142,745 | +3,044 | $5,217 | CAPITAL GRP FIXED INCM ETF T (CGMS) |
192,423 |
+17,509 |
$5,194 | CGMS | 192,423 | +17,509 | $5,194 | AMAZON COM INC |
32,461 |
+308 |
$4,932 | AMZN | 32,461 | +308 | $4,932 | ABBOTT LABS |
40,794 |
+1,381 |
$4,490 | ABT | 40,794 | +1,381 | $4,490 | SCHWAB STRATEGIC TR |
80,362 |
+17 |
$4,474 | SCHB | 80,362 | +17 | $4,474 | CARRIER GLOBAL CORPORATION |
76,812 |
+882 |
$4,413 | CARR | 76,812 | +882 | $4,413 | SCHWAB STRATEGIC TR |
117,658 |
+1,386 |
$4,349 | SCHF | 117,658 | +1,386 | $4,349 | CME GROUP INC |
20,624 |
+3,170 |
$4,343 | CME | 20,624 | +3,170 | $4,343 | NOVO NORDISK A S |
41,939 |
-584 |
$4,339 | NVO | 41,939 | -584 | $4,339 | CHEVRON CORP NEW |
27,609 |
-409 |
$4,118 | CVX | 27,609 | -409 | $4,118 | VANGUARD SCOTTSDALE FDS (VGIT) |
65,111 |
+4,310 |
$3,862 | VGIT | 65,111 | +4,310 | $3,862 | CONOCOPHILLIPS |
32,523 |
+44 |
$3,775 | COP | 32,523 | +44 | $3,775 | INVESCO EXCH TRD SLF IDX FD |
195,384 |
+6,672 |
$3,771 | BSCQ | 195,384 | +6,672 | $3,771 | HILTON WORLDWIDE HLDGS INC |
20,165 |
-60 |
$3,672 | HLT | 20,165 | -60 | $3,672 | LINDE PLC |
8,513 |
+60 |
$3,496 | LIN | 8,513 | +60 | $3,496 | MARSH & MCLENNAN COS INC |
18,121 |
+44 |
$3,433 | MMC | 18,121 | +44 | $3,433 | INVESCO EXCH TRD SLF IDX FD |
167,247 |
+5,944 |
$3,421 | BSCP | 167,247 | +5,944 | $3,421 | INVESCO EXCH TRD SLF IDX FD |
162,765 |
+5,084 |
$3,399 | BSCO | 162,765 | +5,084 | $3,399 | SCHWAB STRATEGIC TR |
45,087 |
+247 |
$3,396 | SCHM | 45,087 | +247 | $3,396 |
See Full List: All Stocks Held By Souders Financial Advisors
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Souders Financial Advisors
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