Souders Financial Advisors

Souders Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for Souders Financial Advisors

Souders Financial Advisors holds 149 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.8 $26M 338k 75.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.6 $25M 70k 351.34
Capital Group Fixed Income E Core Plus Incm (CGCP) 4.9 $21M 959k 22.28
Procter & Gamble Company (PG) 4.2 $18M 122k 151.56
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.2 $14M 304k 45.65
Capital Group Dividend Value Shs Creation Uni (CGDV) 3.0 $13M 557k 23.59
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.4 $11M 204k 51.72
Apple (AAPL) 2.3 $10M 79k 129.93
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.2 $9.8M 195k 50.13
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $9.3M 168k 55.56
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.9 $8.1M 108k 75.28
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $7.9M 52k 151.85
Microsoft Corporation (MSFT) 1.7 $7.6M 32k 239.82
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $7.5M 77k 96.99
Capital Group Core Equity Et Shs Creation Uni (CGUS) 1.7 $7.3M 326k 22.46
T Rowe Price Etf Price Div Grwt (TDVG) 1.6 $7.2M 229k 31.39
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 1.6 $7.1M 339k 20.83
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.5 $6.8M 167k 40.51
T Rowe Price Etf Price Blue Chip (TCHP) 1.5 $6.5M 317k 20.62
JPMorgan Chase & Co. (JPM) 1.4 $6.3M 47k 134.10
Schwab Strategic Tr Us Tips Etf (SCHP) 1.3 $5.7M 110k 51.79
UnitedHealth (UNH) 1.3 $5.5M 10k 530.17
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.2 $5.5M 273k 19.94
Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.2 $5.4M 150k 35.86
Home Depot (HD) 1.2 $5.3M 17k 315.86
Visa Com Cl A (V) 1.2 $5.1M 24k 207.76
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 1.1 $5.0M 237k 21.01
Broadcom (AVGO) 1.1 $4.6M 8.2k 559.13
Abbott Laboratories (ABT) 0.9 $4.1M 37k 109.79
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $4.0M 123k 32.21
Alphabet Cap Stk Cl C (GOOG) 0.9 $3.8M 43k 88.73
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.9 $3.7M 38k 98.65
Novo-nordisk A S Adr (NVO) 0.8 $3.7M 27k 135.34
Pfizer (PFE) 0.8 $3.7M 71k 51.24
Carrier Global Corporation (CARR) 0.8 $3.6M 88k 41.25
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $3.5M 79k 44.81
ConocoPhillips (COP) 0.8 $3.4M 29k 118.00
Marsh & McLennan Companies (MMC) 0.7 $3.3M 20k 165.48
Honeywell International (HON) 0.7 $3.3M 15k 214.30
Raytheon Technologies Corp (RTX) 0.7 $3.2M 32k 100.92
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $3.2M 54k 58.48
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.7 $3.1M 164k 18.93
Yum! Brands (YUM) 0.7 $3.1M 24k 128.08
Cincinnati Financial Corporation (CINF) 0.7 $3.0M 30k 102.39
Mondelez Intl Cl A (MDLZ) 0.7 $3.0M 45k 66.65
Amazon (AMZN) 0.7 $2.9M 35k 84.00
Crown Castle Intl (CCI) 0.7 $2.9M 21k 135.64
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.7 $2.9M 141k 20.48
Comcast Corp Cl A (CMCSA) 0.7 $2.9M 82k 34.97
Itt (ITT) 0.6 $2.8M 35k 81.10
Cme (CME) 0.6 $2.8M 17k 168.16
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.6 $2.8M 140k 20.14
Bristol Myers Squibb (BMY) 0.6 $2.8M 39k 71.95
Norfolk Southern (NSC) 0.6 $2.8M 11k 246.42
Hilton Worldwide Holdings (HLT) 0.6 $2.7M 21k 126.36
Electronic Arts (EA) 0.6 $2.7M 22k 122.18
Lauder Estee Cos Cl A (EL) 0.6 $2.7M 11k 248.10
Equinix (EQIX) 0.6 $2.7M 4.1k 654.98
Nextera Energy (NEE) 0.6 $2.6M 32k 83.60
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $2.4M 37k 65.61
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.3M 24k 94.64
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $2.1M 91k 23.67
Chevron Corporation (CVX) 0.5 $2.0M 11k 179.49
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.4 $1.9M 99k 19.00
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.4 $1.9M 96k 19.61
Capital Group Fixed Income E Short Duration (CGSD) 0.4 $1.8M 73k 25.34
S&p Global (SPGI) 0.4 $1.8M 5.4k 334.96
First Financial Ban (FFBC) 0.4 $1.8M 73k 24.23
Bank of America Corporation (BAC) 0.4 $1.7M 52k 33.12
McDonald's Corporation (MCD) 0.4 $1.6M 6.1k 263.53
Johnson & Johnson (JNJ) 0.4 $1.6M 9.0k 176.64
Merck & Co (MRK) 0.3 $1.5M 13k 110.95
Meta Platforms Cl A (META) 0.3 $1.4M 12k 120.34
Goldman Sachs (GS) 0.3 $1.4M 4.2k 343.34
Duke Energy Corp Com New (DUK) 0.3 $1.3M 12k 102.99
Anthem (ELV) 0.3 $1.2M 2.4k 513.07
General Mills (GIS) 0.3 $1.2M 14k 83.85
Devon Energy Corporation (DVN) 0.3 $1.2M 19k 61.51
Lockheed Martin Corporation (LMT) 0.2 $1.0M 2.1k 486.51
Eli Lilly & Co. (LLY) 0.2 $1.0M 2.8k 365.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $961k 2.5k 382.50
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $940k 11k 84.88
Asml Holding N V N Y Registry Shs (ASML) 0.2 $940k 1.7k 546.40
Chipotle Mexican Grill (CMG) 0.2 $894k 644.00 1387.49
Dollar General (DG) 0.2 $877k 3.6k 246.25
Deere & Company (DE) 0.2 $862k 2.0k 428.77
Thermo Fisher Scientific (TMO) 0.2 $861k 1.6k 550.52
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $783k 11k 74.49
Adobe Systems Incorporated (ADBE) 0.2 $782k 2.3k 336.53
Automatic Data Processing (ADP) 0.2 $773k 3.2k 238.85
Amgen (AMGN) 0.2 $768k 2.9k 262.67
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $764k 15k 49.49
Vanguard Index Fds Small Cp Etf (VB) 0.2 $762k 4.2k 183.56
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $743k 9.2k 81.17
Sherwin-Williams Company (SHW) 0.2 $740k 3.1k 237.30
Kla Corp Com New (KLAC) 0.2 $724k 1.9k 377.01
Pepsi (PEP) 0.2 $712k 3.9k 180.67
Tesla Motors (TSLA) 0.2 $708k 5.8k 123.18
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.2 $670k 11k 60.04
Verizon Communications (VZ) 0.1 $587k 15k 39.40
Shopify Cl A (SHOP) 0.1 $577k 17k 34.71
Philip Morris International (PM) 0.1 $568k 5.6k 101.22
Alphabet Cap Stk Cl A (GOOGL) 0.1 $557k 6.3k 88.23
Schlumberger Com Stk (SLB) 0.1 $556k 10k 53.46
Seagen 0.1 $555k 4.3k 128.51
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $550k 10k 54.49
Costco Wholesale Corporation (COST) 0.1 $546k 1.2k 456.43
Northrop Grumman Corporation (NOC) 0.1 $533k 976.00 545.68
Alnylam Pharmaceuticals (ALNY) 0.1 $518k 2.2k 237.65
Nucor Corporation (NUE) 0.1 $509k 3.9k 131.80
Abbvie (ABBV) 0.1 $509k 3.1k 161.60
Lowe's Companies (LOW) 0.1 $494k 2.5k 199.26
Edwards Lifesciences (EW) 0.1 $489k 6.5k 74.61
Centene Corporation (CNC) 0.1 $480k 5.9k 82.01
AFLAC Incorporated (AFL) 0.1 $473k 6.6k 71.94
Wolfspeed (WOLF) 0.1 $463k 6.7k 69.04
Jacobs Engineering Group (J) 0.1 $459k 3.8k 120.07
CVS Caremark Corporation (CVS) 0.1 $459k 4.9k 93.19
EOG Resources (EOG) 0.1 $434k 3.4k 129.52
Dow (DOW) 0.1 $433k 8.6k 50.39
Kroger (KR) 0.1 $430k 9.7k 44.58
Airbnb Com Cl A (ABNB) 0.1 $420k 4.9k 85.50
Exxon Mobil Corporation (XOM) 0.1 $418k 3.8k 110.30
Clorox Company (CLX) 0.1 $412k 2.9k 140.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $411k 1.5k 266.29
Fs Kkr Capital Corp (FSK) 0.1 $395k 23k 17.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $376k 1.2k 308.90
CSX Corporation (CSX) 0.1 $373k 12k 30.98
EQT Corporation (EQT) 0.1 $372k 11k 33.83
Coca-Cola Company (KO) 0.1 $354k 5.6k 63.61
Charles Schwab Corporation (SCHW) 0.1 $315k 3.8k 83.25
Cisco Systems (CSCO) 0.1 $306k 6.4k 47.64
Axon Enterprise (AXON) 0.1 $298k 1.8k 165.93
Union Pacific Corporation (UNP) 0.1 $286k 1.4k 207.12
Altria (MO) 0.1 $285k 6.2k 45.71
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.1 $280k 10k 28.07
Qualcomm (QCOM) 0.1 $279k 2.5k 109.93
Intuitive Surgical Com New (ISRG) 0.1 $269k 1.0k 265.35
Astrazeneca Sponsored Adr (AZN) 0.1 $268k 4.0k 67.79
Innovator Etfs Tr Us Eqty Buf Dec (BDEC) 0.1 $263k 8.2k 31.91
Tradeweb Mkts Cl A (TW) 0.1 $256k 3.9k 64.93
Cloudflare Cl A Com (NET) 0.1 $243k 5.4k 45.21
Chubb (CB) 0.1 $230k 1.0k 220.60
Starbucks Corporation (SBUX) 0.0 $215k 2.2k 99.19
Wal-Mart Stores (WMT) 0.0 $210k 1.5k 141.82
Bill Com Holdings Ord (BILL) 0.0 $209k 1.9k 108.96
Linde SHS 0.0 $207k 633.00 326.18
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $134k 28k 4.71
Repro-Med Systems (KRMD) 0.0 $54k 15k 3.57