Portfolio (Quarterly)
Guide ↗
Souders Financial Advisors
· CIK 0001811240| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 277,954 | $5.7M | 0.65% | SOLD |
| 2 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 227,085 | $4.2M | 0.48% | SOLD |
| 3 | BSCU | INVESCO EXCH TRD SLF IDX FD | — | 243,575 | $4.1M | 0.47% | SOLD |
| 4 | VTEB | VANGUARD MUN BD FDS | — | 24,528 | $1.2M | 0.14% | SOLD |
| 5 | MDT | MEDTRONIC PLC | Healthcare | 8,806 | $763K | 0.09% | SOLD |
| 6 | BKR | BAKER HUGHES COMPANY | Energy | 4,960 | $303K | 0.04% | SOLD |
| 7 | HON | HONEYWELL INTL INC | Industrials | 1,286 | $291K | 0.03% | SOLD |
| 8 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 805 | $278K | 0.03% | SOLD |
| 9 | — | EXPAND ENERGY CORPORATION | — | 2,408 | $264K | 0.03% | SOLD |
| 10 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 492 | $227K | 0.03% | SOLD |
| 11 | ENB | ENBRIDGE INC | Energy | 4,055 | $220K | 0.03% | SOLD |
| 12 | HAL | HALLIBURTON CO | Energy | 5,576 | $217K | 0.03% | SOLD |
| 13 | CLX | CLOROX CO DEL | Consumer Defensive | 2,080 | $216K | 0.03% | SOLD |
| 14 | XPO | XPO INC | Industrials | 1,093 | $213K | 0.02% | SOLD |
| 15 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 2,882 | $205K | 0.02% | SOLD |
| 16 | FSK | FS KKR CAP CORP | Financial Services | 15,968 | $163K | 0.02% | SOLD |
Sector Allocation
Technology
30.5%
Financial Services
15.6%
Consumer Defensive
11.7%
Industrials
8.9%
Communication Services
8.9%
Consumer Cyclical
8.8%
Healthcare
7.9%
Utilities
2.9%
Energy
2.2%
Basic Materials
2.0%