Souders Financial Advisors

Souders Financial Advisors as of Dec. 31, 2020

Portfolio Holdings for Souders Financial Advisors

Souders Financial Advisors holds 111 positions in its portfolio as reported in the December 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) 7.4 $17M 49k 343.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.4 $15M 229k 64.14
Procter & Gamble Company (PG) 6.3 $14M 103k 139.14
Apple (AAPL) 5.1 $12M 88k 132.69
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.8 $11M 85k 128.41
Vanguard Specialized Funds Div App Etf (VIG) 3.9 $9.0M 64k 141.16
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 2.9 $6.8M 133k 50.79
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.8 $6.5M 73k 89.00
Microsoft Corporation (MSFT) 2.0 $4.6M 21k 222.43
JPMorgan Chase & Co. (JPM) 1.9 $4.5M 35k 127.07
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.7 $4.0M 71k 56.03
UnitedHealth (UNH) 1.7 $3.9M 11k 350.66
Amazon (AMZN) 1.7 $3.9M 1.2k 3256.88
Broadcom (AVGO) 1.7 $3.8M 8.7k 437.87
Visa Com Cl A (V) 1.6 $3.6M 16k 218.75
Comcast Corp Cl A (CMCSA) 1.6 $3.6M 68k 52.40
Truist Financial Corp equities (TFC) 1.5 $3.5M 72k 47.93
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.4 $3.2M 35k 91.00
Verizon Communications (VZ) 1.4 $3.1M 54k 58.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.3 $3.0M 84k 36.01
Pepsi (PEP) 1.3 $3.0M 20k 148.28
Crown Castle Intl (CCI) 1.3 $2.9M 18k 159.20
Alphabet Cap Stk Cl C (GOOG) 1.2 $2.7M 1.5k 1752.13
Cme (CME) 1.2 $2.7M 15k 182.05
Abbott Laboratories (ABT) 1.2 $2.7M 24k 109.47
Lauder Estee Cos Cl A (EL) 1.2 $2.7M 10k 266.15
Intel Corporation (INTC) 1.1 $2.6M 52k 49.82
Cincinnati Financial Corporation (CINF) 1.1 $2.5M 29k 87.37
Gilead Sciences (GILD) 1.1 $2.4M 42k 58.27
CVS Caremark Corporation (CVS) 1.0 $2.4M 35k 68.31
Northrop Grumman Corporation (NOC) 1.0 $2.4M 7.8k 304.71
Marsh & McLennan Companies (MMC) 1.0 $2.3M 19k 117.01
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.9 $2.2M 21k 102.04
Exelon Corporation (EXC) 0.9 $2.2M 51k 42.21
Novo-nordisk A S Adr (NVO) 0.9 $2.1M 31k 69.85
Invesco Exch Trd Slf Idx Bulshs 2021 Cb 0.9 $2.1M 100k 21.21
Equinix (EQIX) 0.9 $2.1M 2.9k 714.19
Norfolk Southern (NSC) 0.9 $2.0M 8.5k 237.55
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.9 $2.0M 92k 21.90
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.9 $2.0M 92k 21.75
Bank of America Corporation (BAC) 0.8 $1.9M 63k 30.31
Pfizer (PFE) 0.8 $1.8M 49k 36.81
Home Depot (HD) 0.7 $1.6M 6.1k 265.68
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $1.6M 23k 68.17
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.5M 16k 91.89
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.6 $1.5M 65k 22.63
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 0.6 $1.5M 66k 22.39
Facebook Cl A (META) 0.6 $1.4M 5.3k 273.11
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $1.4M 45k 30.65
First Financial Ban (FFBC) 0.5 $1.2M 71k 17.53
TJX Companies (TJX) 0.5 $1.2M 18k 68.28
Netflix (NFLX) 0.5 $1.2M 2.1k 540.79
Activision Blizzard 0.4 $935k 10k 92.81
Union Pacific Corporation (UNP) 0.4 $909k 4.4k 208.25
Sherwin-Williams Company (SHW) 0.4 $905k 1.2k 734.58
Anthem (ELV) 0.4 $883k 2.8k 320.97
Adobe Systems Incorporated (ADBE) 0.4 $823k 1.6k 500.00
Fs Kkr Capital Corp. Ii 0.3 $792k 48k 16.39
Chevron Corporation (CVX) 0.3 $763k 9.0k 84.49
Duke Energy Corp Com New (DUK) 0.3 $746k 8.2k 91.53
Goldman Sachs (GS) 0.3 $725k 2.8k 263.64
Jack Henry & Associates (JKHY) 0.3 $714k 4.4k 162.01
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $710k 3.1k 232.71
Cigna Corp (CI) 0.3 $675k 3.2k 208.20
Johnson & Johnson (JNJ) 0.3 $674k 4.3k 157.48
Nike CL B (NKE) 0.3 $671k 4.7k 141.53
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.3 $667k 69k 9.65
McDonald's Corporation (MCD) 0.3 $659k 3.1k 214.73
Docusign (DOCU) 0.3 $654k 2.9k 222.22
Caterpillar (CAT) 0.3 $630k 3.5k 182.08
Clorox Company (CLX) 0.3 $624k 3.1k 201.88
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.3 $619k 8.9k 69.93
Kla Corp Com New (KLAC) 0.3 $614k 2.4k 258.85
Peloton Interactive Cl A Com (PTON) 0.3 $607k 4.0k 151.75
Wal-Mart Stores (WMT) 0.3 $594k 4.1k 144.24
Draftkings Com Cl A 0.3 $585k 13k 46.55
Philip Morris International (PM) 0.3 $582k 7.0k 82.74
Global Payments (GPN) 0.2 $570k 2.6k 215.50
Lemonade (LMND) 0.2 $558k 4.6k 122.56
S&p Global (SPGI) 0.2 $554k 1.7k 328.59
Honeywell International (HON) 0.2 $485k 2.3k 212.91
FleetCor Technologies 0.2 $476k 1.7k 273.09
ACADIA Pharmaceuticals (ACAD) 0.2 $463k 8.7k 53.47
Tesla Motors (TSLA) 0.2 $457k 648.00 705.25
MercadoLibre (MELI) 0.2 $414k 247.00 1676.11
Allogene Therapeutics (ALLO) 0.2 $402k 16k 25.27
ConocoPhillips (COP) 0.2 $380k 9.5k 40.00
Lowe's Companies (LOW) 0.2 $379k 2.4k 160.66
Coca-Cola Company (KO) 0.2 $375k 6.8k 54.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $362k 967.00 374.35
CSX Corporation (CSX) 0.2 $360k 4.0k 90.84
Alphabet Cap Stk Cl A (GOOGL) 0.2 $356k 203.00 1753.69
Amgen (AMGN) 0.2 $349k 1.5k 230.06
Shopify Cl A (SHOP) 0.1 $302k 267.00 1131.09
Walt Disney Company (DIS) 0.1 $282k 1.6k 181.12
Altria (MO) 0.1 $275k 6.7k 41.00
Abbvie (ABBV) 0.1 $265k 2.5k 107.33
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $259k 2.4k 108.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $249k 1.1k 232.06
Kroger (KR) 0.1 $223k 7.0k 31.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $223k 1.1k 194.42
Xenia Hotels & Resorts (XHR) 0.1 $220k 15k 15.17
Enbridge (ENB) 0.1 $214k 6.7k 32.01
Lockheed Martin Corporation (LMT) 0.1 $211k 593.00 355.82
Newmont Mining Corporation (NEM) 0.1 $203k 3.4k 59.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $200k 639.00 312.99
Fs Kkr Capital Corp (FSK) 0.1 $200k 12k 16.58
General Electric Company 0.1 $122k 11k 10.81
Diebold Incorporated 0.0 $108k 10k 10.63
Repro-Med Systems (KRMD) 0.0 $91k 15k 6.04
Sirius Xm Holdings 0.0 $64k 10k 6.34