Souders Financial Advisors

Souders Financial Advisors as of March 31, 2023

Portfolio Holdings for Souders Financial Advisors

Souders Financial Advisors holds 145 positions in its portfolio as reported in the March 2023 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 $28M 74k 376.07
Capital Group Fixed Income E Core Plus Incm (CGCP) 4.8 $23M 988k 22.79
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.0 $19M 255k 73.16
Procter & Gamble Company (PG) 3.8 $18M 119k 148.69
Capital Group Dividend Value Shs Creation Uni (CGDV) 3.3 $16M 630k 24.94
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.2 $15M 320k 46.91
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 3.0 $14M 277k 50.32
Apple (AAPL) 2.9 $14M 82k 164.90
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.8 $13M 237k 55.21
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.6 $13M 191k 65.17
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 2.1 $10M 433k 23.19
Capital Group Core Equity Et Shs Creation Uni (CGUS) 2.0 $9.6M 404k 23.69
Microsoft Corporation (MSFT) 1.9 $9.2M 32k 288.30
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.9 $8.8M 115k 76.49
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $8.6M 87k 99.64
T Rowe Price Etf Price Div Grwt (TDVG) 1.6 $7.6M 239k 31.95
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.6 $7.3M 175k 41.93
Vanguard Specialized Funds Div App Etf (VIG) 1.4 $6.7M 44k 154.01
Schwab Strategic Tr Us Tips Etf (SCHP) 1.4 $6.4M 119k 53.61
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.3 $6.1M 271k 22.46
JPMorgan Chase & Co. (JPM) 1.3 $6.0M 46k 130.31
Schwab Strategic Tr Internl Divid (SCHY) 1.2 $5.8M 247k 23.63
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 1.2 $5.8M 250k 23.06
T Rowe Price Etf Price Blue Chip (TCHP) 1.2 $5.6M 232k 23.98
Visa Com Cl A (V) 1.2 $5.4M 24k 225.46
Broadcom (AVGO) 1.1 $5.2M 8.2k 641.56
Home Depot (HD) 1.0 $4.9M 17k 295.12
UnitedHealth (UNH) 1.0 $4.9M 11k 472.58
Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.0 $4.7M 134k 35.47
Alphabet Cap Stk Cl C (GOOG) 0.9 $4.4M 42k 104.00
Novo-nordisk A S Adr (NVO) 0.9 $4.3M 27k 159.14
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $4.2M 120k 34.80
Carrier Global Corporation (CARR) 0.9 $4.1M 89k 45.75
Abbott Laboratories (ABT) 0.8 $3.9M 38k 101.26
Amazon (AMZN) 0.8 $3.6M 35k 103.29
Cme (CME) 0.7 $3.5M 18k 191.52
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $3.4M 72k 47.85
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.7 $3.4M 178k 19.16
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $3.4M 57k 59.96
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $3.4M 35k 96.70
Marsh & McLennan Companies (MMC) 0.7 $3.3M 20k 166.55
Cincinnati Financial Corporation (CINF) 0.7 $3.3M 30k 112.08
Comcast Corp Cl A (CMCSA) 0.7 $3.2M 86k 37.91
Mondelez Intl Cl A (MDLZ) 0.7 $3.2M 46k 69.72
Yum! Brands (YUM) 0.7 $3.2M 24k 132.08
Raytheon Technologies Corp (RTX) 0.7 $3.2M 32k 97.93
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 0.7 $3.1M 153k 20.59
Linde SHS (LIN) 0.7 $3.1M 8.8k 355.44
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.7 $3.1M 153k 20.28
Crown Castle Intl (CCI) 0.7 $3.1M 23k 133.84
Hilton Worldwide Holdings (HLT) 0.6 $3.1M 22k 140.87
Pfizer (PFE) 0.6 $3.0M 74k 40.80
Equinix (EQIX) 0.6 $3.0M 4.2k 721.07
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $3.0M 44k 67.85
Honeywell International (HON) 0.6 $3.0M 16k 191.12
ConocoPhillips (COP) 0.6 $2.9M 29k 99.21
Public Service Enterprise (PEG) 0.6 $2.8M 46k 62.45
Bristol Myers Squibb (BMY) 0.6 $2.8M 40k 69.31
Electronic Arts (EA) 0.6 $2.7M 23k 120.45
Lauder Estee Cos Cl A (EL) 0.6 $2.7M 11k 246.47
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $2.7M 111k 24.52
Nextera Energy (NEE) 0.6 $2.6M 34k 77.08
Capital Group Fixed Income E Short Duration (CGSD) 0.5 $2.5M 96k 25.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.4M 6.0k 409.41
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.4 $2.0M 102k 20.07
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.4 $2.0M 105k 19.30
S&p Global (SPGI) 0.4 $1.9M 5.4k 344.80
Meta Platforms Cl A (META) 0.4 $1.7M 8.2k 211.94
Chevron Corporation (CVX) 0.4 $1.7M 11k 163.15
McDonald's Corporation (MCD) 0.3 $1.6M 5.8k 279.62
First Financial Ban (FFBC) 0.3 $1.6M 73k 21.77
Bank of America Corporation (BAC) 0.3 $1.6M 55k 28.60
Johnson & Johnson (JNJ) 0.3 $1.4M 9.3k 154.99
Goldman Sachs (GS) 0.3 $1.4M 4.2k 327.09
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $1.2M 13k 91.82
Tesla Motors (TSLA) 0.2 $1.2M 5.6k 207.46
General Mills (GIS) 0.2 $1.2M 14k 85.46
Duke Energy Corp Com New (DUK) 0.2 $1.1M 12k 96.47
Asml Holding N V N Y Registry Shs (ASML) 0.2 $1.1M 1.6k 680.71
Anthem (ELV) 0.2 $1.1M 2.4k 459.90
Eli Lilly & Co. (LLY) 0.2 $1.1M 3.1k 343.37
Lockheed Martin Corporation (LMT) 0.2 $1.0M 2.1k 472.81
Nucor Corporation (NUE) 0.2 $939k 6.1k 154.46
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $914k 9.8k 93.02
Merck & Co (MRK) 0.2 $903k 8.5k 106.39
Chipotle Mexican Grill (CMG) 0.2 $890k 521.00 1708.29
Thermo Fisher Scientific (TMO) 0.2 $883k 1.5k 576.18
Adobe Systems Incorporated (ADBE) 0.2 $865k 2.2k 385.37
United Parcel Service CL B (UPS) 0.2 $861k 4.4k 193.99
Marathon Petroleum Corp (MPC) 0.2 $850k 6.3k 134.82
Dollar General (DG) 0.2 $796k 3.8k 210.49
Deere & Company (DE) 0.2 $785k 1.9k 412.89
Shopify Cl A (SHOP) 0.2 $769k 16k 47.94
Verizon Communications (VZ) 0.2 $765k 20k 38.89
Kla Corp Com New (KLAC) 0.2 $752k 1.9k 399.10
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.2 $723k 11k 66.73
Pepsi (PEP) 0.2 $722k 4.0k 182.28
Automatic Data Processing (ADP) 0.2 $719k 3.2k 222.62
Schlumberger Com Stk (SLB) 0.1 $703k 14k 49.10
Sherwin-Williams Company (SHW) 0.1 $692k 3.1k 224.79
Capital Group Fixed Income E Us Multi-sector (CGMS) 0.1 $690k 26k 26.33
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $667k 13k 50.66
Centene Corporation (CNC) 0.1 $658k 10k 63.21
Alphabet Cap Stk Cl A (GOOGL) 0.1 $642k 6.2k 103.73
Airbnb Com Cl A (ABNB) 0.1 $605k 4.9k 124.40
EOG Resources (EOG) 0.1 $575k 5.0k 114.64
Costco Wholesale Corporation (COST) 0.1 $573k 1.2k 496.77
Edwards Lifesciences (EW) 0.1 $546k 6.6k 82.73
Philip Morris International (PM) 0.1 $543k 5.6k 97.26
American Financial (AFG) 0.1 $531k 4.4k 121.49
EQT Corporation (EQT) 0.1 $510k 16k 31.91
Dow (DOW) 0.1 $508k 9.3k 54.82
Lowe's Companies (LOW) 0.1 $496k 2.5k 199.99
Abbvie (ABBV) 0.1 $485k 3.0k 159.36
Clorox Company (CLX) 0.1 $465k 2.9k 158.24
Alnylam Pharmaceuticals (ALNY) 0.1 $448k 2.2k 200.32
Jacobs Engineering Group (J) 0.1 $448k 3.8k 117.52
Northrop Grumman Corporation (NOC) 0.1 $444k 962.00 461.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $437k 1.4k 320.97
Wolfspeed 0.1 $434k 6.7k 64.95
Exxon Mobil Corporation (XOM) 0.1 $430k 3.9k 109.66
Axon Enterprise (AXON) 0.1 $408k 1.8k 224.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $376k 1.2k 308.77
Fs Kkr Capital Corp (FSK) 0.1 $371k 20k 18.50
Kroger (KR) 0.1 $365k 7.4k 49.37
Qualcomm (QCOM) 0.1 $361k 2.8k 127.58
CSX Corporation (CSX) 0.1 $360k 12k 29.94
Coca-Cola Company (KO) 0.1 $349k 5.6k 62.03
Cisco Systems (CSCO) 0.1 $344k 6.6k 52.27
Cloudflare Cl A Com (NET) 0.1 $324k 5.2k 61.66
CVS Caremark Corporation (CVS) 0.1 $313k 4.2k 74.31
Tradeweb Mkts Cl A (TW) 0.1 $312k 4.0k 79.03
MercadoLibre (MELI) 0.1 $282k 214.00 1318.06
Innovator Etfs Tr Us Eqty Buf Dec (BDEC) 0.1 $279k 8.2k 33.83
Union Pacific Corporation (UNP) 0.1 $278k 1.4k 201.31
Altria (MO) 0.1 $278k 6.2k 44.62
Intuitive Surgical Com New (ISRG) 0.1 $259k 1.0k 255.47
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $254k 57k 4.44
Starbucks Corporation (SBUX) 0.1 $240k 2.3k 104.15
Charles Schwab Corporation (SCHW) 0.0 $226k 4.3k 52.38
Astrazeneca Sponsored Adr (AZN) 0.0 $224k 3.2k 69.40
Wal-Mart Stores (WMT) 0.0 $219k 1.5k 147.48
General Electric Com New (GE) 0.0 $213k 2.2k 95.58
Nike CL B (NKE) 0.0 $207k 1.7k 122.62
Repro-Med Systems (KRMD) 0.0 $64k 15k 4.22