HoldingsChannel.com
| 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 | $3,396 |
See Full List: All Stocks Held By Souders Financial Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Souders Financial Advisors
|
Size ($ 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 |
