Souders Financial Advisors Q4 2024 Filing
Filed February 6, 2025
Portfolio Value
$716.0B
Holdings
175
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (175 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CVXCHEVRON CORP NEW | 7,244 | $1.0B | 0.15% | |
| 102 | RCLROYAL CARIBBEAN GROUP | 4,395 | $1.0B | 0.14% | |
| 103 | BACVERIZON COMMUNICATIONS INC | 23,873 | $954.7M | 0.13% | |
| 104 | ADPAUTOMATIC DATA PROCESSING IN | 3,151 | $922.3M | 0.13% | |
| 105 | T7DTRANSDIGM GROUP INC | 689 | $873.2M | 0.12% | |
| 106 | UBERUBER TECHNOLOGIES INC | 14,452 | $871.7M | 0.12% | |
| 107 | 4I1PHILIP MORRIS INTL INC | 7,027 | $845.7M | 0.12% | |
| 108 | SHWSHERWIN WILLIAMS CO | 2,444 | $830.6M | 0.12% | |
| 109 | KRKROGER CO | 12,929 | $790.6M | 0.11% | |
| 110 | JEPIJ P MORGAN EXCHANGE TRADED F | 12,895 | $741.8M | 0.10% | |
| 111 | NDQINVESCO QQQ TR | 1,437 | $734.5M | 0.10% | |
| 112 | MRKMERCK & CO INC | 7,163 | $712.6M | 0.10% | |
| 113 | ASMLASML HOLDING N V | 997 | $691.0M | 0.10% | |
| 114 | EOGEOG RES INC | 5,601 | $686.5M | 0.10% | |
| 115 | ACWIISHARES TR | 5,721 | $672.2M | 0.09% | |
| 116 | PEPPEPSICO INC | 4,274 | $649.9M | 0.09% | |
| 117 | BABOEING CO | 3,645 | $645.2M | 0.09% | |
| 118 | ALNYALNYLAM PHARMACEUTICALS INC | 2,740 | $644.7M | 0.09% | |
| 119 | JMSTJ P MORGAN EXCHANGE TRADED F | 12,507 | $634.2M | 0.09% | |
| 120 | EOSEEOS ENERGY ENTERPRISES INC | 126,507 | $614.8M | 0.09% | |
| 121 | LOWLOWES COS INC | 2,475 | $610.9M | 0.09% | |
| 122 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,223 | $554.4M | 0.08% | |
| 123 | PGRPROGRESSIVE CORP | 2,244 | $537.7M | 0.08% | |
| 124 | NSEPINNOVATOR ETFS TRUST | 20,472 | $525.6M | 0.07% | |
| 125 | XOMEXXON MOBIL CORP | 4,851 | $521.8M | 0.07% | |
| 126 | WMTWALMART INC | 5,756 | $520.1M | 0.07% | |
| 127 | CLXCLOROX CO DEL | 3,032 | $492.4M | 0.07% | |
| 128 | NOCNORTHROP GRUMMAN CORP | 1,005 | $471.8M | 0.07% | |
| 129 | VRTXVERTEX PHARMACEUTICALS INC | 1,147 | $461.9M | 0.06% | |
| 130 | CITCINTAS CORP | 2,522 | $460.8M | 0.06% | |
| 131 | NETCLOUDFLARE INC | 4,182 | $450.3M | 0.06% | |
| 132 | MPCMARATHON PETE CORP | 3,136 | $437.5M | 0.06% | |
| 133 | ABNBAIRBNB INC | 3,281 | $431.2M | 0.06% | |
| 134 | MAMASTERCARD INCORPORATED | 809 | $426.1M | 0.06% | |
| 135 | CSCOCISCO SYS INC | 7,053 | $417.6M | 0.06% | |
| 136 | UAPRINNOVATOR ETFS TRUST | 12,846 | $396.1M | 0.06% | |
| 137 | ACNACCENTURE PLC IRELAND | 1,105 | $388.7M | 0.05% | |
| 138 | KOCOCA COLA CO | 6,083 | $378.7M | 0.05% | |
| 139 | CSXCSX CORP | 11,523 | $371.9M | 0.05% | |
| 140 | ZSEPINNOVATOR ETFS TRUST | 14,713 | $369.0M | 0.05% | |
| 141 | BMYBRISTOL-MYERS SQUIBB CO | 6,362 | $359.8M | 0.05% | |
| 142 | QCOMQUALCOMM INC | 2,333 | $358.4M | 0.05% | |
| 143 | REGNREGENERON PHARMACEUTICALS | 489 | $348.3M | 0.05% | |
| 144 | GEVGE VERNOVA INC | 1,010 | $332.2M | 0.05% | |
| 145 | JNJJOHNSON & JOHNSON | 2,272 | $328.6M | 0.05% | |
| 146 | BDECINNOVATOR ETFS TRUST | 7,525 | $324.4M | 0.05% | |
| 147 | HLTHILTON WORLDWIDE HLDGS INC | 1,279 | $316.2M | 0.04% | |
| 148 | DWDMORGAN STANLEY | 2,499 | $314.2M | 0.04% | |
| 149 | CEGCONSTELLATION ENERGY CORP | 1,387 | $310.3M | 0.04% | |
| 150 | BRBROADRIDGE FINL SOLUTIONS IN | 1,312 | $296.6M | 0.04% | |
| 151 | SCHWSCHWAB CHARLES CORP | 3,994 | $295.6M | 0.04% | |
| 152 | NOWSERVICENOW INC | 272 | $288.4M | 0.04% | |
| 153 | MOALTRIA GROUP INC | 5,488 | $287.0M | 0.04% | |
| 154 | EPDENTERPRISE PRODS PARTNERS L | 9,043 | $283.6M | 0.04% | |
| 155 | KLACKLA CORP | 431 | $271.7M | 0.04% | |
| 156 | SBUXSTARBUCKS CORP | 2,955 | $269.7M | 0.04% | |
| 157 | SOBOSOUTH BOW CORP | 11,058 | $260.6M | 0.04% | |
| 158 | BAPRINNOVATOR ETFS TRUST | 5,857 | $259.5M | 0.04% | |
| 159 | CGSMCAPITAL GRP FIXED INCM ETF T | 9,967 | $258.8M | 0.04% | |
| 160 | SCHZSCHWAB STRATEGIC TR | 11,217 | $254.6M | 0.04% | |
| 161 | ATDATI INC | 4,544 | $250.1M | 0.03% | |
| 162 | LCNBLCNB CORP | 16,447 | $248.8M | 0.03% | |
| 163 | ZJULINNOVATOR ETFS TRUST | 8,825 | $238.7M | 0.03% | |
| 164 | FDXFEDEX CORP | 842 | $237.0M | 0.03% | |
| 165 | CNPCENTERPOINT ENERGY INC | 7,344 | $233.0M | 0.03% | |
| 166 | IESCIES HLDGS INC | 1,151 | $231.3M | 0.03% | |
| 167 | LMTLOCKHEED MARTIN CORP | 464 | $225.7M | 0.03% | |
| 168 | GQ9SPDR GOLD TR | 931 | $225.4M | 0.03% | |
| 169 | ORCLORACLE CORP | 1,348 | $224.6M | 0.03% | |
| 170 | PFEPFIZER INC | 8,328 | $220.9M | 0.03% | |
| 171 | BMTABRITISH AMERN TOB PLC | 6,042 | $219.4M | 0.03% | |
| 172 | COPCONOCOPHILLIPS | 2,178 | $216.0M | 0.03% | |
| 173 | USBUS BANCORP DEL | 4,394 | $210.2M | 0.03% | |
| 174 | FSCOFS CREDIT OPPORTUNITIES CORP | 15,617 | $106.5M | 0.01% | |
| 175 | KRMDKORU MEDICAL SYSTEMS INC | 15,075 | $58.0M | 0.01% |
PreviousPage 2 of 2