Portfolio (Quarterly)
Guide ↗
Souders Financial Advisors
· CIK 0001811240| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ACWI | ISHARES TR | — | 5,113 | $723K | 0.08% | SOLD |
| 2 | — | ASTRAZENECA PLC | — | 4,121 | $379K | 0.04% | SOLD |
| 3 | GLD | SPDR GOLD TR | Financial Services | 924 | $366K | 0.04% | SOLD |
| 4 | ACN | ACCENTURE PLC IRELAND | Technology | 1,235 | $331K | 0.04% | SOLD |
| 5 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 8,185 | $303K | 0.04% | SOLD |
| 6 | AIG | AMERICAN INTL GROUP INC | Financial Services | 3,238 | $277K | 0.03% | SOLD |
| 7 | MSTR | STRATEGY INC | Technology | 1,751 | $266K | 0.03% | SOLD |
| 8 | NOW | SERVICENOW INC | Technology | 1,648 | $252K | 0.03% | SOLD |
| 9 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 1,577 | $218K | 0.03% | SOLD |
| 10 | AFG | AMERICAN FINL GROUP INC OHIO | Financial Services | 1,480 | $202K | 0.02% | SOLD |
| 11 | SYK | STRYKER CORPORATION | Healthcare | 570 | $200K | 0.02% | SOLD |
| 12 | CVE | CENOVUS ENERGY INC | Energy | 10,724 | $181K | 0.02% | SOLD |
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%