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Portfolio (Quarterly) Guide ↗

Souders Financial Advisors

· CIK 0001811240
13F Portfolio $876.4B 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 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VTEB VANGUARD MUN BD FDS 24,528.0 $1.2M 0.14% +2K +8.9% $49.89 -0.4%
82 SPGI S&P GLOBAL INC Financial Services 2,870.0 $1.2M 0.14% +42.0 +1.5% $425.38 -2.2%
83 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,839.0 $1.2M 0.14% -585.0 -24.1% $650.22 +12.9%
84 UBER UBER TECHNOLOGIES INC Technology 16,530.0 $1.2M 0.14% +3K +18.3% $71.93 +3.7%
85 BAC BANK AMERICA CORP Financial Services 23,139.0 $1.1M 0.13% -1K -4.2% $48.75 +3.9%
86 CSCO CISCO SYS INC Technology 14,412.0 $1.1M 0.13% +6K +69.5% $77.59 +52.0%
87 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,497.0 $1.1M 0.13% +491.0 +24.5% $446.54 -2.7%
88 UNH UNITEDHEALTH GROUP INC Healthcare 4,055.0 $1.1M 0.12% +978.0 +31.8% $270.62 +43.8%
89 AMAT APPLIED MATLS INC Technology 3,151.0 $1.1M 0.12% +706.0 +28.9% $341.76 +19.2%
90 MRSH MARSH & MCLENNAN COS INC Financial Services 5,763.0 $1000K 0.11% -790.0 -12.1% $173.44 -4.4%
91 GEV GE VERNOVA INC Utilities 1,142.0 $997K 0.11% +73.0 +6.8% $872.93 +13.9%
92 KO COCA COLA CO Consumer Defensive 13,023.0 $990K 0.11% $76.05 +7.4%
93 SBUX STARBUCKS CORP Consumer Cyclical 10,963.0 $982K 0.11% +2K +28.3% $89.59 +18.4%
94 TRP TC ENERGY CORP Energy 15,583.0 $975K 0.11% -3K -15.6% $62.60 +10.4%
95 MU MICRON TECHNOLOGY INC Technology 2,882.0 $974K 0.11% -499.0 -14.8% $337.82 +104.0%
96 CGSM CAPITAL GRP FIXED INCM ETF T 36,786.0 $967K 0.11% +8K +26.1% $26.28 -0.1%
97 KR KROGER CO Consumer Defensive 13,245.0 $958K 0.11% -225.0 -1.7% $72.36 -4.0%
98 BERKSHIRE HATHAWAY INC DEL 1,970.0 $944K 0.11% +84.0 +4.5% $479.20
99 MS MORGAN STANLEY Financial Services 5,732.0 $943K 0.11% -209.0 -3.5% $164.56 +15.4%
100 PNC PNC FINL SVCS GROUP INC Financial Services 4,530.0 $943K 0.11% +134.0 +3.0% $208.09 +1.7%
Page 5 of 11  ·  216 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%