Souders Financial Advisors

Souders Financial Advisors as of Sept. 30, 2022

Portfolio Holdings for Souders Financial Advisors

Souders Financial Advisors holds 144 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.9 $22M 66k 328.30
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.9 $22M 328k 66.43
Capital Group Core Plus Inco Shs Creation Uni (CGCP) 4.8 $18M 816k 21.87
Procter & Gamble Company (PG) 4.1 $15M 119k 126.25
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.5 $13M 286k 45.31
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 3.0 $11M 223k 50.16
Apple (AAPL) 3.0 $11M 79k 138.20
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.4 $8.8M 158k 55.81
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $7.4M 99k 74.82
Microsoft Corporation (MSFT) 1.9 $7.0M 30k 232.88
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $6.8M 50k 135.16
T Rowe Price Etf Price Blue Chip (TCHP) 1.8 $6.7M 318k 21.00
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $6.6M 68k 96.34
T Rowe Price Etf Price Div Grwt (TDVG) 1.7 $6.2M 219k 28.47
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.6 $6.0M 159k 37.80
Schwab Strategic Tr Us Tips Etf (SCHP) 1.4 $5.3M 102k 51.80
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.4 $5.3M 269k 19.51
UnitedHealth (UNH) 1.4 $5.1M 10k 505.01
JPMorgan Chase & Co. (JPM) 1.3 $4.9M 47k 104.51
Home Depot (HD) 1.2 $4.6M 17k 275.96
Visa Com Cl A (V) 1.2 $4.3M 24k 177.63
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.2 $4.3M 208k 20.42
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 1.1 $4.0M 214k 18.70
Alphabet Cap Stk Cl C (GOOG) 1.1 $3.9M 41k 96.15
Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.1 $3.9M 123k 32.01
Amazon (AMZN) 1.0 $3.7M 33k 113.00
Broadcom (AVGO) 1.0 $3.6M 8.1k 444.03
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.0 $3.5M 36k 98.87
Abbott Laboratories (ABT) 0.9 $3.5M 36k 96.75
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.9 $3.4M 168k 20.38
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $3.4M 120k 28.13
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.9 $3.3M 176k 18.71
Crown Castle Intl (CCI) 0.9 $3.3M 23k 144.56
Cme (CME) 0.8 $3.1M 18k 177.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $3.1M 73k 41.99
ConocoPhillips (COP) 0.8 $3.0M 30k 102.35
Pfizer (PFE) 0.8 $3.0M 69k 43.76
Marsh & McLennan Companies (MMC) 0.8 $2.9M 20k 149.27
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.8 $2.9M 49k 58.31
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.8 $2.8M 151k 18.64
Bristol Myers Squibb (BMY) 0.7 $2.7M 38k 71.10
Novo-nordisk A S Adr (NVO) 0.7 $2.7M 27k 99.62
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.7 $2.6M 130k 20.39
Cincinnati Financial Corporation (CINF) 0.7 $2.6M 29k 89.58
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.7 $2.6M 129k 19.95
Hilton Worldwide Holdings (HLT) 0.7 $2.6M 21k 120.61
Raytheon Technologies Corp (RTX) 0.7 $2.5M 31k 81.86
Yum! Brands (YUM) 0.7 $2.5M 23k 106.32
Honeywell International (HON) 0.7 $2.5M 15k 166.95
Electronic Arts (EA) 0.7 $2.5M 22k 115.69
Mondelez Intl Cl A (MDLZ) 0.7 $2.4M 44k 54.83
Comcast Corp Cl A (CMCSA) 0.7 $2.4M 83k 29.33
Carrier Global Corporation (CARR) 0.7 $2.4M 68k 35.56
Nextera Energy (NEE) 0.6 $2.4M 30k 78.39
Norfolk Southern (NSC) 0.6 $2.3M 11k 209.67
Equinix (EQIX) 0.6 $2.3M 4.0k 568.77
Itt (ITT) 0.6 $2.3M 35k 65.33
Advanced Drain Sys Inc Del (WMS) 0.6 $2.3M 18k 124.39
Lauder Estee Cos Cl A (EL) 0.6 $2.2M 10k 215.93
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $2.1M 35k 60.53
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.0M 23k 87.20
S&p Global (SPGI) 0.5 $2.0M 6.4k 305.43
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $1.9M 84k 22.40
Bank of America Corporation (BAC) 0.5 $1.7M 57k 30.20
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.5 $1.7M 91k 18.61
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.5 $1.7M 88k 19.13
Chevron Corporation (CVX) 0.4 $1.6M 11k 143.67
First Financial Ban (FFBC) 0.4 $1.5M 72k 21.08
Johnson & Johnson (JNJ) 0.4 $1.4M 8.8k 163.32
Goldman Sachs (GS) 0.4 $1.3M 4.6k 293.02
McDonald's Corporation (MCD) 0.4 $1.3M 5.7k 230.68
Meta Platforms Cl A (META) 0.3 $1.2M 8.9k 135.72
Chipotle Mexican Grill (CMG) 0.3 $1.2M 783.00 1503.19
Merck & Co (MRK) 0.3 $1.2M 14k 86.15
Duke Energy Corp Com New (DUK) 0.3 $1.1M 12k 93.06
Anthem (ELV) 0.3 $1.1M 2.4k 454.12
United Parcel Service CL B (UPS) 0.3 $1.1M 6.6k 161.53
Marathon Petroleum Corp (MPC) 0.3 $946k 9.5k 99.34
Cisco Systems (CSCO) 0.2 $912k 23k 40.00
Dollar General (DG) 0.2 $907k 3.8k 239.82
General Mills (GIS) 0.2 $879k 12k 76.58
Lockheed Martin Corporation (LMT) 0.2 $826k 2.1k 386.52
Thermo Fisher Scientific (TMO) 0.2 $814k 1.6k 507.17
Tesla Motors (TSLA) 0.2 $787k 3.0k 265.25
Vanguard Index Fds Small Cp Etf (VB) 0.2 $785k 4.6k 170.99
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $770k 16k 48.13
Kla Corp Com New (KLAC) 0.2 $758k 2.5k 302.47
Asml Holding N V N Y Registry Shs (ASML) 0.2 $742k 1.8k 415.45
Eli Lilly & Co. (LLY) 0.2 $734k 2.3k 323.49
Automatic Data Processing (ADP) 0.2 $730k 3.2k 226.08
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $716k 8.8k 81.26
Sherwin-Williams Company (SHW) 0.2 $715k 3.5k 204.81
Devon Energy Corporation (DVN) 0.2 $694k 12k 60.10
Fs Kkr Capital Corp (FSK) 0.2 $658k 39k 16.95
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $637k 9.3k 68.61
Pepsi (PEP) 0.2 $636k 3.9k 163.24
Pinterest Cl A (PINS) 0.2 $634k 27k 23.29
Costco Wholesale Corporation (COST) 0.2 $625k 1.3k 472.05
Qualcomm (QCOM) 0.2 $607k 5.4k 113.06
Adobe Systems Incorporated (ADBE) 0.2 $603k 2.2k 275.34
Alphabet Cap Stk Cl A (GOOGL) 0.2 $588k 6.1k 95.72
Deere & Company (DE) 0.2 $562k 1.7k 333.93
Seagen 0.1 $544k 4.0k 136.79
Verizon Communications (VZ) 0.1 $534k 14k 37.96
Airbnb Com Cl A (ABNB) 0.1 $523k 5.0k 105.02
Northrop Grumman Corporation (NOC) 0.1 $515k 1.1k 470.32
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $512k 11k 45.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $497k 1.4k 357.04
CVS Caremark Corporation (CVS) 0.1 $484k 5.1k 95.46
Shopify Cl A (SHOP) 0.1 $477k 18k 26.92
Lowe's Companies (LOW) 0.1 $464k 2.5k 188.01
Edwards Lifesciences (EW) 0.1 $459k 5.6k 82.66
EQT Corporation (EQT) 0.1 $456k 11k 40.79
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $444k 8.7k 51.25
Philip Morris International (PM) 0.1 $439k 5.3k 82.96
Abbvie (ABBV) 0.1 $417k 3.1k 134.21
Jacobs Engineering Group (J) 0.1 $415k 3.8k 108.47
Centene Corporation (CNC) 0.1 $408k 5.2k 77.85
EOG Resources (EOG) 0.1 $404k 3.6k 111.85
Wolfspeed (WOLF) 0.1 $390k 3.8k 103.42
Clorox Company (CLX) 0.1 $383k 3.0k 128.27
Dow (DOW) 0.1 $372k 8.5k 43.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $370k 1.4k 267.53
Kroger (KR) 0.1 $370k 8.5k 43.70
AFLAC Incorporated (AFL) 0.1 $367k 6.5k 56.24
Alnylam Pharmaceuticals (ALNY) 0.1 $334k 1.7k 200.36
Exxon Mobil Corporation (XOM) 0.1 $322k 3.7k 87.22
Coca-Cola Company (KO) 0.1 $314k 5.6k 56.09
CSX Corporation (CSX) 0.1 $314k 12k 26.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $313k 1.2k 267.29
Cloudflare Cl A Com (NET) 0.1 $294k 5.3k 55.22
Axon Enterprise (AXON) 0.1 $270k 2.3k 115.73
Charles Schwab Corporation (SCHW) 0.1 $269k 3.7k 71.93
Horizon Therapeutics Pub L SHS 0.1 $268k 4.3k 61.88
Union Pacific Corporation (UNP) 0.1 $268k 1.4k 194.77
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.1 $265k 10k 26.54
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $253k 5.5k 45.69
Bill Com Holdings Ord (BILL) 0.1 $251k 1.9k 132.52
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $244k 1.4k 179.68
L3harris Technologies (LHX) 0.1 $239k 1.2k 207.83
Altria (MO) 0.1 $227k 5.6k 40.33
Astrazeneca Sponsored Adr (AZN) 0.1 $222k 4.0k 54.84
Tradeweb Mkts Cl A (TW) 0.1 $200k 3.6k 56.34
Repro-Med Systems (KRMD) 0.0 $34k 15k 2.26