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Portfolio (Quarterly) Guide ↗

Souders Financial Advisors

· CIK 0001811240
13F Portfolio $876M AUM 216 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 117 Added 65 Reduced 12 Exited
Page 5 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COP CONOCOPHILLIPS Energy 4,631.0 $611K 0.07% +373.0 +8.8% $132.01 -5.7%
82 PEP PEPSICO INC Consumer Defensive 3,837.0 $596K 0.07% +72.0 +1.9% $155.29 -4.0%
83 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,042.0 $593K 0.07% +534.0 +35.4% $290.50 +0.4%
84 CMCSA COMCAST CORP NEW Communication Services 19,455.0 $559K 0.06% +9K +84.9% $28.71 -13.6%
85 GILD GILEAD SCIENCES INC Healthcare 3,963.0 $552K 0.06% +714.0 +22.0% $139.36 -7.0%
86 SLV ISHARES SILVER TR Financial Services 8,008.0 $546K 0.06% +424.0 +5.6% $68.14 -1.8%
87 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,644.0 $544K 0.06% +234.0 +16.6% $330.87 -11.1%
88 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,056.0 $519K 0.06% +137.0 +14.9% $491.55 -10.1%
89 APH AMPHENOL CORP Technology 4,044.0 $511K 0.06% +1K +38.0% $126.35 -5.7%
90 IESC IES HOLDINGS INC Industrials 1,006.0 $479K 0.06% +22.0 +2.2% $476.47 +37.3%
91 QDVO AMPLIFY ETF TR 17,299.0 $461K 0.05% +3K +18.0% $26.65 +14.2%
92 WFC WELLS FARGO & CO Financial Services 5,784.0 $460K 0.05% +1K +34.7% $79.61 -6.6%
93 MO ALTRIA GROUP INC Consumer Defensive 6,967.0 $460K 0.05% +1K +16.9% $65.99 +11.7%
94 PLTR PALANTIR TECHNOLOGIES INC Technology 3,072.0 $449K 0.05% +347.0 +12.7% $146.28 -7.6%
95 CB CHUBB LTD SWITZ Financial Services 1,372.0 $447K 0.05% +126.0 +10.1% $325.93 +1.3%
96 INTC INTEL CORP Technology 10,107.0 $446K 0.05% +4K +54.1% $44.13 +145.1%
97 AMD ADVANCED MICRO DEVICES INC Technology 2,158.0 $439K 0.05% +307.0 +16.6% $203.43 +103.5%
98 SCHW SCHWAB CHARLES CORP Financial Services 4,630.0 $435K 0.05% +289.0 +6.7% $93.97 -1.7%
99 GD GENERAL DYNAMICS CORP Industrials 1,115.0 $383K 0.04% +108.0 +10.7% $343.22 -0.0%
100 LMT LOCKHEED MARTIN CORP Industrials 598.0 $361K 0.04% +68.0 +12.8% $604.16 -12.6%
Page 5 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Financial Services 16.3%
Consumer Defensive 12.8%
Consumer Cyclical 9.4%
Industrials 9.0%
Communication Services 8.9%
Healthcare 8.5%
Utilities 3.2%
Energy 3.1%
Basic Materials 2.1%