Souders-Financial-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "AFG", "PCG", "MU", null, "ACN", "ABNB", "ABT", "ABBV", "GOOGL", "ALNY", "AXP", "AIG", "ASML", null, "CAT", "AVGO", "LOW", null, null, null, null, null, null, null, null, null, null, "DUK", null, null, null, "EOG", "FFBC", "FCX", "GILD", "HON", "HD", "AZN", "MCD", "UNP", "QCOM", "FSCO", "ISRG", null, null, "META", null, null, "IJH", null, null, null, null, "LIN", "SCHY", null, "MMC", "MA", "MDT", "MSFT", "MDLZ", "MS", "EQIX", "GE", "IJR", "KLAC", "KR", "ORCL", "NOC", "PAYX", "VGIT", null, "PEP", "PNC", "PGR", "UNH", "AAPL", "SPY", "NVDA", "GS", "GEHC", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", "MSTR", "REGN", "SPGI", null, "SHW", "SHOP", "RTX", "GLD", null, "IBM", "SBUX", "TXN", "TJX", "TDG", "UBER", "RCL", "EOSE", "SCHW", "VIG", "LCNB", "TSM", "VRTX", null, "AJG", "KRMD", "NVO", "AMZN", "SCHB", "ARMK", null, "VXUS", "VTEB", "BND", "VOO", "VTV", "V", "WMT", "WELL", null, null, "CNQ", "AEM", "SCHD", "SCHG", null, "SCHA", "TRP", "CRM", "GEV", "MELI", "FDX", "AUR", "ADP", "BAC", "BRK-B", "BA", "BMY", "BTI", "BR", "CARR", "CNP", "CVX", "CINF", "CB", "CMG", "CTAS", "CSCO", "NET", "CLX", "CME", "KO", "CMCSA", "COP", "STZ", "CEG", "COST", "CVS", "CSX", "DHR", "DFS", "NEE", "QQQ", "EPD", "ELV", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "MO", "URI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-05
- Total Holdings
- 184
- Total Value
- 716324486
- Accession Number
- 0001811240-25-000002
- Form Type
- 13F-HR
- Manager Name
- Souders-Financial-Advisors
Data Enrichment
82% identified150 identified34 unidentified
Holdings
184 positions • $716.3M total value
Manager:
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Page 10 of 10
Shares:837
Value:$202.9K
% of Portfolio:0.0% ($202.9K/$716.3M)
Shares:15.6K
Value:$110.1K
% of Portfolio:0.0% ($110.1K/$716.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
837 | All Managers (Combined) | $202.9K | 0.0% ($202.9K/$716.3M) | |||
15.6K | QoQ 0.00% (+0) | All Managers (Combined) | $110.1K | 0.0% ($110.1K/$716.3M) | ||
10.4K | QoQ NEW(+10.4K) YoY NEW(+10.4K) | All Managers (Combined) | $70.1K | 0.0% ($70.1K/$716.3M) | QoQ NEW(+$70.1K) YoY NEW(+$70.1K) | |
15.1K | All Managers (Combined) | $38.3K | 0.0% ($38.3K/$716.3M) |