Souders Financial Advisors as of March 31, 2022
Portfolio Holdings for Souders Financial Advisors
Souders Financial Advisors holds 143 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 7.4 | $26M | 323k | 78.89 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.2 | $25M | 60k | 415.17 | |
Procter & Gamble Company (PG) | 4.2 | $15M | 96k | 152.79 | |
Apple (AAPL) | 4.0 | $14M | 79k | 174.61 | |
Ishares Tr Core Us Aggbd Et (AGG) | 3.8 | $13M | 122k | 107.10 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.0 | $10M | 138k | 74.82 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 2.9 | $10M | 199k | 50.27 | |
Microsoft Corporation (MSFT) | 2.4 | $8.5M | 27k | 308.31 | |
Vanguard Specialized Funds Div App Etf (VIG) | 2.3 | $7.8M | 48k | 162.15 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.9 | $6.7M | 142k | 47.36 | |
Visa Com Cl A (V) | 1.6 | $5.7M | 26k | 221.76 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.6 | $5.7M | 112k | 50.57 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 1.6 | $5.6M | 93k | 60.71 | |
UnitedHealth (UNH) | 1.6 | $5.5M | 11k | 510.00 | |
Broadcom (AVGO) | 1.5 | $5.3M | 8.4k | 629.76 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $4.9M | 36k | 136.31 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.4 | $4.9M | 49k | 100.15 | |
ConocoPhillips (COP) | 1.3 | $4.5M | 45k | 100.01 | |
Amazon (AMZN) | 1.2 | $4.3M | 1.3k | 3259.88 | |
Alphabet Cap Stk Cl C (GOOG) | 1.2 | $4.3M | 1.5k | 2793.08 | |
Cme (CME) | 1.2 | $4.2M | 18k | 237.88 | |
Crown Castle Intl (CCI) | 1.2 | $4.0M | 22k | 184.59 | |
Pfizer (PFE) | 1.1 | $3.9M | 76k | 51.77 | |
Cincinnati Financial Corporation (CINF) | 1.1 | $3.9M | 29k | 135.96 | |
T Rowe Price Etf Price Blue Chip (TCHP) | 1.1 | $3.9M | 132k | 29.35 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.1 | $3.8M | 105k | 36.72 | |
Novo-nordisk A S Adr (NVO) | 1.0 | $3.6M | 32k | 111.05 | |
Home Depot (HD) | 1.0 | $3.6M | 12k | 299.30 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.0 | $3.5M | 66k | 53.39 | |
Truist Financial Corp equities (TFC) | 1.0 | $3.5M | 62k | 56.70 | |
Marsh & McLennan Companies (MMC) | 1.0 | $3.5M | 21k | 170.40 | |
Comcast Corp Cl A (CMCSA) | 1.0 | $3.4M | 73k | 46.82 | |
Merck & Co (MRK) | 1.0 | $3.3M | 40k | 82.05 | |
Abbott Laboratories (ABT) | 0.9 | $3.1M | 26k | 118.36 | |
Hilton Worldwide Holdings (HLT) | 0.9 | $3.0M | 20k | 151.76 | |
Norfolk Southern (NSC) | 0.8 | $2.9M | 10k | 285.23 | |
Mondelez Intl Cl A (MDLZ) | 0.8 | $2.8M | 44k | 62.78 | |
Equinix (EQIX) | 0.8 | $2.7M | 3.7k | 741.67 | |
Carrier Global Corporation (CARR) | 0.8 | $2.7M | 59k | 45.88 | |
Honeywell International (HON) | 0.8 | $2.7M | 14k | 194.62 | |
Yum! Brands (YUM) | 0.8 | $2.7M | 23k | 118.55 | |
Fidelity National Information Services (FIS) | 0.8 | $2.7M | 27k | 100.43 | |
Electronic Arts (EA) | 0.8 | $2.6M | 21k | 126.52 | |
Lauder Estee Cos Cl A (EL) | 0.8 | $2.6M | 9.6k | 272.38 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.8 | $2.6M | 124k | 21.07 | |
Invesco Exch Trd Slf Idx Bulshs 2022 Cb | 0.7 | $2.4M | 113k | 21.26 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb | 0.7 | $2.4M | 114k | 21.10 | |
Bank of America Corporation (BAC) | 0.7 | $2.3M | 56k | 41.22 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.7 | $2.3M | 30k | 75.85 | |
Itt (ITT) | 0.6 | $2.2M | 30k | 75.20 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $2.1M | 19k | 107.87 | |
Nextera Energy (NEE) | 0.6 | $2.1M | 24k | 84.72 | |
Meta Platforms Cl A (META) | 0.5 | $1.9M | 8.5k | 222.34 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.5 | $1.8M | 64k | 27.77 | |
Chevron Corporation (CVX) | 0.5 | $1.7M | 10k | 162.81 | |
First Financial Ban (FFBC) | 0.5 | $1.6M | 72k | 23.04 | |
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.5 | $1.6M | 80k | 19.97 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.4 | $1.6M | 74k | 20.91 | |
McDonald's Corporation (MCD) | 0.4 | $1.4M | 5.6k | 247.22 | |
Intercontinental Exchange (ICE) | 0.4 | $1.3M | 10k | 132.08 | |
Duke Energy Corp Com New (DUK) | 0.4 | $1.3M | 12k | 111.69 | |
CSX Corporation (CSX) | 0.4 | $1.3M | 34k | 37.44 | |
Chipotle Mexican Grill (CMG) | 0.4 | $1.2M | 784.00 | 1581.63 | |
Netflix (NFLX) | 0.4 | $1.2M | 3.3k | 374.58 | |
Goldman Sachs (GS) | 0.3 | $1.2M | 3.5k | 330.22 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $1.1M | 1.7k | 667.85 | |
Anthem (ELV) | 0.3 | $1.1M | 2.3k | 491.34 | |
Johnson & Johnson (JNJ) | 0.3 | $1.1M | 6.0k | 177.31 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $1.0M | 2.3k | 455.55 | |
Constellation Energy (CEG) | 0.3 | $1.0M | 18k | 56.22 | |
Kla Corp Com New (KLAC) | 0.3 | $1.0M | 2.7k | 366.26 | |
Dollar General (DG) | 0.3 | $998k | 4.5k | 222.67 | |
Deere & Company (DE) | 0.3 | $997k | 2.4k | 415.42 | |
Shopify Cl A (SHOP) | 0.3 | $997k | 1.5k | 675.93 | |
Marathon Petroleum Corp (MPC) | 0.3 | $997k | 12k | 85.54 | |
Fs Kkr Capital Corp (FSK) | 0.3 | $994k | 44k | 22.83 | |
Tesla Motors (TSLA) | 0.3 | $989k | 918.00 | 1077.34 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $975k | 4.6k | 212.42 | |
Cisco Systems (CSCO) | 0.3 | $972k | 17k | 55.77 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $944k | 9.1k | 104.23 | |
Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.3 | $935k | 25k | 37.46 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $899k | 4.0k | 227.19 | |
Sherwin-Williams Company (SHW) | 0.3 | $886k | 3.6k | 249.51 | |
T Rowe Price Etf Price Div Grwt (TDVG) | 0.2 | $842k | 25k | 33.58 | |
Coca-Cola Company (KO) | 0.2 | $816k | 13k | 61.98 | |
Paypal Holdings (PYPL) | 0.2 | $801k | 6.9k | 115.70 | |
Automatic Data Processing (ADP) | 0.2 | $766k | 3.4k | 227.57 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $756k | 12k | 62.88 | |
Airbnb Com Cl A (ABNB) | 0.2 | $754k | 4.4k | 171.83 | |
S&p Global (SPGI) | 0.2 | $748k | 1.8k | 410.09 | |
United Parcel Service CL B (UPS) | 0.2 | $734k | 3.4k | 214.49 | |
Nike CL B (NKE) | 0.2 | $731k | 5.4k | 134.60 | |
AFLAC Incorporated (AFL) | 0.2 | $730k | 11k | 64.36 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $722k | 12k | 60.07 | |
Seagen | 0.2 | $713k | 5.0k | 144.04 | |
Edwards Lifesciences (EW) | 0.2 | $711k | 6.0k | 117.79 | |
Verizon Communications (VZ) | 0.2 | $703k | 14k | 50.96 | |
Dow (DOW) | 0.2 | $650k | 10k | 63.71 | |
Docusign (DOCU) | 0.2 | $643k | 6.0k | 107.11 | |
Pepsi (PEP) | 0.2 | $604k | 3.6k | 167.36 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $562k | 202.00 | 2782.18 | |
Upstart Hldgs (UPST) | 0.2 | $555k | 5.1k | 109.06 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $533k | 1.2k | 452.08 | |
Lowe's Companies (LOW) | 0.1 | $500k | 2.5k | 202.35 | |
Northrop Grumman Corporation (NOC) | 0.1 | $489k | 1.1k | 447.39 | |
Philip Morris International (PM) | 0.1 | $480k | 5.1k | 94.04 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $463k | 1.3k | 362.57 | |
CVS Caremark Corporation (CVS) | 0.1 | $455k | 4.5k | 101.29 | |
Abbvie (ABBV) | 0.1 | $431k | 2.7k | 162.03 | |
Union Pacific Corporation (UNP) | 0.1 | $430k | 1.6k | 273.36 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $411k | 1.2k | 352.49 | |
Clorox Company (CLX) | 0.1 | $406k | 2.9k | 138.90 | |
Intel Corporation (INTC) | 0.1 | $406k | 8.2k | 49.57 | |
Kroger (KR) | 0.1 | $404k | 7.0k | 57.39 | |
Draftkings Com Cl A | 0.1 | $383k | 20k | 19.49 | |
Lemonade (LMND) | 0.1 | $346k | 13k | 26.36 | |
Exxon Mobil Corporation (XOM) | 0.1 | $320k | 3.9k | 82.50 | |
Charles Schwab Corporation (SCHW) | 0.1 | $313k | 3.7k | 84.21 | |
Altria (MO) | 0.1 | $292k | 5.6k | 52.16 | |
Redfin Corp (RDFN) | 0.1 | $288k | 16k | 18.07 | |
Qualcomm (QCOM) | 0.1 | $286k | 1.9k | 152.94 | |
L3harris Technologies (LHX) | 0.1 | $281k | 1.1k | 248.45 | |
Inventrust Pptys Corp Com New (IVT) | 0.1 | $273k | 8.9k | 30.80 | |
Astrazeneca Sponsored Adr (AZN) | 0.1 | $268k | 4.0k | 66.24 | |
Eli Lilly & Co. (LLY) | 0.1 | $263k | 919.00 | 286.18 | |
Tradeweb Mkts Cl A (TW) | 0.1 | $248k | 2.8k | 87.82 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $244k | 1.1k | 227.61 | |
MercadoLibre (MELI) | 0.1 | $238k | 200.00 | 1190.00 | |
Chubb (CB) | 0.1 | $232k | 1.1k | 213.63 | |
Enbridge (ENB) | 0.1 | $231k | 5.0k | 46.11 | |
Walt Disney Company (DIS) | 0.1 | $230k | 1.7k | 137.48 | |
Concentrix Corp (CNXC) | 0.1 | $224k | 1.3k | 166.92 | |
Costco Wholesale Corporation (COST) | 0.1 | $220k | 382.00 | 575.92 | |
Linde SHS | 0.1 | $217k | 679.00 | 319.59 | |
Lockheed Martin Corporation (LMT) | 0.1 | $212k | 480.00 | 441.67 | |
NVIDIA Corporation (NVDA) | 0.1 | $211k | 773.00 | 272.96 | |
Boeing Company (BA) | 0.1 | $209k | 1.1k | 191.04 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $207k | 1.1k | 180.31 | |
Us Bancorp Del Com New (USB) | 0.1 | $206k | 3.9k | 53.20 | |
Thermo Fisher Scientific (TMO) | 0.1 | $205k | 346.00 | 592.49 | |
American Financial (AFG) | 0.1 | $204k | 1.4k | 145.51 | |
Xenia Hotels & Resorts (XHR) | 0.1 | $203k | 11k | 19.32 | |
Repro-Med Systems (KRMD) | 0.0 | $43k | 15k | 2.85 |