Souders Financial Advisors

Souders Financial Advisors as of June 30, 2020

Portfolio Holdings for Souders Financial Advisors

Souders Financial Advisors holds 97 positions in its portfolio as reported in the June 2020 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) 6.6 $12M 41k 283.43
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.4 $11M 215k 51.75
Procter & Gamble Company (PG) 6.2 $11M 90k 119.58
Apple (AAPL) 4.9 $8.5M 23k 364.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.5 $7.9M 78k 101.53
Vanguard Specialized Funds Div App Etf (VIG) 3.8 $6.7M 57k 117.18
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 3.1 $5.5M 108k 50.73
Microsoft Corporation (MSFT) 2.5 $4.3M 21k 203.52
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.3 $4.1M 62k 65.34
UnitedHealth (UNH) 2.1 $3.7M 12k 294.94
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.0 $3.4M 61k 56.24
Amazon (AMZN) 1.9 $3.3M 1.2k 2759.11
JPMorgan Chase & Co. (JPM) 1.9 $3.3M 35k 94.07
Visa Com Cl A (V) 1.8 $3.1M 16k 193.15
Crown Castle Intl (CCI) 1.7 $3.0M 18k 167.35
Intel Corporation (INTC) 1.7 $3.0M 50k 59.83
Verizon Communications (VZ) 1.6 $2.7M 50k 55.14
Broadcom (AVGO) 1.5 $2.6M 8.4k 315.65
Pepsi (PEP) 1.5 $2.6M 20k 132.27
Comcast Corp Cl A (CMCSA) 1.4 $2.5M 65k 38.98
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.3 $2.3M 76k 29.75
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.3 $2.2M 31k 73.48
Cme (CME) 1.3 $2.2M 14k 162.55
CVS Caremark Corporation (CVS) 1.2 $2.2M 34k 64.98
Abbott Laboratories (ABT) 1.2 $2.1M 23k 91.45
Alphabet Cap Stk Cl C (GOOG) 1.1 $2.0M 1.4k 1413.72
Northrop Grumman Corporation (NOC) 1.1 $2.0M 6.4k 307.42
Marsh & McLennan Companies (MMC) 1.1 $2.0M 18k 107.39
Equinix (EQIX) 1.1 $1.9M 2.7k 702.49
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.1 $1.9M 19k 101.70
Novo-nordisk A S Adr (NVO) 1.1 $1.9M 29k 65.48
Cincinnati Financial Corporation (CINF) 1.0 $1.8M 29k 64.02
Invesco Exch Trd Slf Idx Bulshs 2021 Cb 1.0 $1.8M 85k 21.37
Lauder Estee Cos Cl A (EL) 1.0 $1.8M 9.6k 188.68
Truist Financial Corp equities (TFC) 1.0 $1.7M 46k 37.55
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 1.0 $1.7M 79k 21.76
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 1.0 $1.7M 79k 21.82
EOG Resources (EOG) 0.9 $1.6M 33k 50.65
Gilead Sciences (GILD) 0.9 $1.6M 21k 76.96
Pfizer (PFE) 0.9 $1.5M 46k 32.70
Bank of America Corporation (BAC) 0.8 $1.4M 57k 23.75
Home Depot (HD) 0.8 $1.4M 5.4k 250.55
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $1.3M 24k 52.63
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.7 $1.2M 56k 22.22
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.7 $1.2M 57k 22.04
Facebook Cl A (META) 0.7 $1.2M 5.1k 227.17
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.1M 16k 68.30
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $1.1M 45k 24.34
Anthem (ELV) 0.6 $1.0M 3.8k 262.96
First Financial Ban (FFBC) 0.6 $972k 70k 13.89
Netflix (NFLX) 0.5 $923k 2.0k 454.90
TJX Companies (TJX) 0.5 $790k 16k 50.55
Jack Henry & Associates (JKHY) 0.4 $766k 4.2k 184.00
Sherwin-Williams Company (SHW) 0.4 $751k 1.3k 577.69
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.4 $735k 60k 12.34
Activision Blizzard 0.4 $732k 9.6k 75.86
Docusign (DOCU) 0.4 $693k 4.0k 172.30
Adobe Systems Incorporated (ADBE) 0.4 $692k 1.6k 435.49
Fs Kkr Capital Corp. Ii 0.4 $689k 54k 12.88
Clorox Company (CLX) 0.4 $679k 3.1k 219.46
Chevron Corporation (CVX) 0.4 $677k 7.6k 89.28
Akebia Therapeutics (AKBA) 0.4 $633k 47k 13.57
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $633k 2.9k 215.75
Duke Energy Corp Com New (DUK) 0.4 $620k 7.8k 79.91
S&p Global (SPGI) 0.3 $566k 1.7k 329.64
Global Payments (GPN) 0.3 $566k 3.3k 169.51
Union Pacific Corporation (UNP) 0.3 $556k 3.3k 169.15
Nike CL B (NKE) 0.3 $549k 5.6k 98.11
Cigna Corp (CI) 0.3 $546k 2.9k 187.82
McDonald's Corporation (MCD) 0.3 $542k 2.9k 184.60
Johnson & Johnson (JNJ) 0.3 $536k 3.8k 140.68
Goldman Sachs (GS) 0.3 $504k 2.6k 197.65
Philip Morris International (PM) 0.3 $476k 6.8k 70.12
Caterpillar (CAT) 0.3 $446k 3.5k 126.38
Wal-Mart Stores (WMT) 0.3 $446k 3.7k 119.73
Merck & Co (MRK) 0.2 $396k 5.1k 77.36
ACADIA Pharmaceuticals (ACAD) 0.2 $380k 7.8k 48.51
Coca-Cola Company (KO) 0.2 $372k 8.3k 44.66
Lowe's Companies (LOW) 0.2 $325k 2.4k 135.02
At&t (T) 0.2 $305k 10k 30.22
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $297k 8.6k 34.69
Enbridge (ENB) 0.2 $296k 9.7k 30.42
Alphabet Cap Stk Cl A (GOOGL) 0.2 $292k 206.00 1417.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $287k 930.00 308.60
Shopify Cl A (SHOP) 0.2 $284k 299.00 949.83
CSX Corporation (CSX) 0.2 $276k 4.0k 69.70
MercadoLibre (MELI) 0.2 $276k 280.00 985.71
Altria (MO) 0.2 $264k 6.7k 39.21
Kroger (KR) 0.1 $257k 7.6k 33.89
Abbvie (ABBV) 0.1 $232k 2.4k 98.10
Lockheed Martin Corporation (LMT) 0.1 $217k 595.00 364.71
Exxon Mobil Corporation (XOM) 0.1 $210k 4.7k 44.66
Fs Kkr Capital Corp (FSK) 0.1 $170k 12k 13.99
Xenia Hotels & Resorts (XHR) 0.1 $136k 15k 9.35
General Electric Company 0.0 $80k 12k 6.82
Diebold Incorporated 0.0 $62k 10k 6.10
Sirius Xm Holdings (SIRI) 0.0 $59k 10k 5.85