Souders Financial Advisors

Souders Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Souders Financial Advisors

Souders Financial Advisors holds 175 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 7.7 $55M 2.5M 22.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.3 $52M 97k 538.81
Capital Group Dividend Value Shs Creation Uni (CGDV) 4.8 $35M 982k 35.26
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.0 $29M 484k 58.93
Capital Group Core Equity Et Shs Creation Uni (CGUS) 4.0 $29M 815k 34.97
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $24M 874k 27.32
Ishares Tr Core Us Aggbd Et (AGG) 3.1 $22M 226k 96.90
Procter & Gamble Company (PG) 3.0 $22M 129k 167.65
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.6 $19M 670k 27.87
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.4 $17M 340k 50.37
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.2 $16M 354k 44.87
Apple (AAPL) 2.2 $16M 62k 250.42
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 1.7 $12M 480k 24.67
T Rowe Price Etf Cap Appreciation (TCAF) 1.6 $11M 337k 33.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.5 $11M 421k 25.86
Microsoft Corporation (MSFT) 1.5 $11M 25k 421.50
T Rowe Price Etf Price Blue Chip (TCHP) 1.5 $10M 247k 42.11
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $10M 143k 71.91
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.4 $10M 269k 37.17
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $8.9M 46k 195.83
Broadcom (AVGO) 1.2 $8.7M 37k 231.84
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 1.2 $8.5M 291k 29.22
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.1 $8.2M 142k 58.00
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 1.1 $8.0M 313k 25.64
Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.1 $7.8M 194k 40.48
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.1 $7.6M 279k 27.28
T Rowe Price Etf Us High Yield (THYF) 1.0 $7.4M 142k 52.10
JPMorgan Chase & Co. (JPM) 1.0 $7.1M 30k 239.71
Vanguard Index Fds Value Etf (VTV) 1.0 $7.0M 41k 169.30
Amazon (AMZN) 0.9 $6.8M 31k 219.39
Visa Com Cl A (V) 0.8 $5.7M 18k 316.03
Alphabet Cap Stk Cl C (GOOG) 0.8 $5.6M 29k 190.44
Home Depot (HD) 0.8 $5.6M 14k 389.00
T Rowe Price Etf Small Mid Cap (TMSL) 0.7 $5.3M 164k 32.24
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $5.2M 228k 22.70
UnitedHealth (UNH) 0.7 $4.8M 9.4k 505.88
Meta Platforms Cl A (META) 0.6 $4.5M 7.8k 585.54
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.6 $4.5M 231k 19.48
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $4.4M 38k 115.22
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.6 $4.2M 218k 19.43
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.6 $4.2M 204k 20.65
Cincinnati Financial Corporation (CINF) 0.6 $4.2M 29k 143.70
Carrier Global Corporation (CARR) 0.6 $4.0M 58k 68.26
Capital Group International SHS (CGIC) 0.6 $4.0M 165k 24.05
Capital Group New Geography SHS (CGNG) 0.6 $4.0M 160k 24.77
Raytheon Technologies Corp (RTX) 0.5 $3.8M 33k 115.72
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $3.8M 136k 27.71
Abbott Laboratories (ABT) 0.5 $3.6M 32k 113.11
NVIDIA Corporation (NVDA) 0.5 $3.6M 27k 134.29
Ge Aerospace Com New (GE) 0.5 $3.5M 21k 166.79
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.4 $3.2M 172k 18.34
Linde SHS (LIN) 0.4 $3.1M 7.4k 418.69
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.4 $3.1M 153k 20.13
PNC Financial Services (PNC) 0.4 $3.1M 16k 192.85
Abbvie (ABBV) 0.4 $3.0M 17k 177.70
McDonald's Corporation (MCD) 0.4 $3.0M 10k 289.90
Marsh & McLennan Companies (MMC) 0.4 $2.9M 14k 212.42
Schwab Strategic Tr Internl Divid (SCHY) 0.4 $2.9M 124k 23.12
Amgen (AMGN) 0.4 $2.8M 11k 260.65
Tc Energy Corp (TRP) 0.4 $2.8M 60k 46.53
PG&E Corporation (PCG) 0.4 $2.7M 134k 20.18
Aramark Hldgs (ARMK) 0.4 $2.7M 72k 37.31
Equinix (EQIX) 0.4 $2.7M 2.8k 942.74
Union Pacific Corporation (UNP) 0.4 $2.6M 12k 228.05
Novo-nordisk A S Adr (NVO) 0.3 $2.5M 29k 86.02
Texas Instruments Incorporated (TXN) 0.3 $2.4M 13k 187.50
Freeport-mcmoran CL B (FCX) 0.3 $2.4M 63k 38.08
Eli Lilly & Co. (LLY) 0.3 $2.3M 3.0k 771.98
United Rentals (URI) 0.3 $2.2M 3.1k 704.50
Tesla Motors (TSLA) 0.3 $2.2M 5.4k 403.84
Canadian Natural Resources (CNQ) 0.3 $2.1M 69k 30.87
Comcast Corp Cl A (CMCSA) 0.3 $2.1M 57k 37.53
First Financial Ban (FFBC) 0.3 $1.9M 72k 26.88
Cme (CME) 0.3 $1.9M 8.2k 232.24
Goldman Sachs (GS) 0.3 $1.9M 3.3k 572.54
Constellation Brands Cl A (STZ) 0.2 $1.7M 7.6k 221.00
S&p Global (SPGI) 0.2 $1.6M 3.3k 497.96
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $1.6M 18k 91.43
Nextera Energy (NEE) 0.2 $1.6M 22k 71.69
Netflix (NFLX) 0.2 $1.6M 1.7k 891.32
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.5M 8.1k 189.30
Bank of America Corporation (BAC) 0.2 $1.5M 35k 43.95
Honeywell International (HON) 0.2 $1.5M 6.7k 225.90
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.5M 30k 50.13
Intuitive Surgical Com New (ISRG) 0.2 $1.4M 2.7k 521.96
salesforce (CRM) 0.2 $1.4M 4.2k 334.29
Duke Energy Corp Com New (DUK) 0.2 $1.3M 12k 107.74
Caterpillar (CAT) 0.2 $1.3M 3.7k 362.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.2M 2.1k 586.04
TJX Companies (TJX) 0.2 $1.2M 10k 120.81
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $1.2M 46k 26.92
Danaher Corporation (DHR) 0.2 $1.2M 5.3k 229.57
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.2M 6.2k 197.49
American Express Company (AXP) 0.2 $1.2M 4.1k 296.82
Costco Wholesale Corporation (COST) 0.2 $1.2M 1.3k 916.50
Microstrategy Cl A New (MSTR) 0.2 $1.2M 4.1k 289.62
International Business Machines (IBM) 0.2 $1.2M 5.4k 219.83
Chipotle Mexican Grill (CMG) 0.2 $1.2M 20k 60.30
Anthem (ELV) 0.2 $1.1M 2.9k 368.96
Shopify Cl A (SHOP) 0.1 $1.1M 9.9k 106.33
Chevron Corporation (CVX) 0.1 $1.0M 7.2k 144.83
Royal Caribbean Cruises (RCL) 0.1 $1.0M 4.4k 230.69
Verizon Communications (VZ) 0.1 $955k 24k 39.99
Automatic Data Processing (ADP) 0.1 $922k 3.2k 292.71
TransDigm Group Incorporated (TDG) 0.1 $873k 689.00 1267.28
Uber Technologies (UBER) 0.1 $872k 15k 60.32
Philip Morris International (PM) 0.1 $846k 7.0k 120.36
Sherwin-Williams Company (SHW) 0.1 $831k 2.4k 339.86
Kroger (KR) 0.1 $791k 13k 61.15
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $742k 13k 57.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $735k 1.4k 511.15
Merck & Co (MRK) 0.1 $713k 7.2k 99.48
Asml Holding N V N Y Registry Shs (ASML) 0.1 $691k 997.00 693.08
EOG Resources (EOG) 0.1 $687k 5.6k 122.58
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $672k 5.7k 117.50
Pepsi (PEP) 0.1 $650k 4.3k 152.05
Boeing Company (BA) 0.1 $645k 3.6k 177.00
Alnylam Pharmaceuticals (ALNY) 0.1 $645k 2.7k 235.31
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $634k 13k 50.71
Eos Energy Enterprises Com Cl A (EOSE) 0.1 $615k 127k 4.86
Lowe's Companies (LOW) 0.1 $611k 2.5k 246.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $554k 1.2k 453.28
Progressive Corporation (PGR) 0.1 $538k 2.2k 239.61
Innovator Etfs Trust Growth 100 Power (NSEP) 0.1 $526k 21k 25.68
Exxon Mobil Corporation (XOM) 0.1 $522k 4.9k 107.57
Wal-Mart Stores (WMT) 0.1 $520k 5.8k 90.35
Clorox Company (CLX) 0.1 $492k 3.0k 162.41
Northrop Grumman Corporation (NOC) 0.1 $472k 1.0k 469.42
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $462k 1.1k 402.70
Cintas Corporation (CTAS) 0.1 $461k 2.5k 182.71
Cloudflare Cl A Com (NET) 0.1 $450k 4.2k 107.68
Marathon Petroleum Corp (MPC) 0.1 $438k 3.1k 139.52
Airbnb Com Cl A (ABNB) 0.1 $431k 3.3k 131.41
Mastercard Incorporated Cl A (MA) 0.1 $426k 809.00 526.74
Cisco Systems (CSCO) 0.1 $418k 7.1k 59.20
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.1 $396k 13k 30.84
Accenture Plc Ireland Shs Class A (ACN) 0.1 $389k 1.1k 351.79
Coca-Cola Company (KO) 0.1 $379k 6.1k 62.26
CSX Corporation (CSX) 0.1 $372k 12k 32.27
Innovator Etfs Trust Equity Defined P (ZSEP) 0.1 $369k 15k 25.08
Bristol Myers Squibb (BMY) 0.1 $360k 6.4k 56.56
Qualcomm (QCOM) 0.1 $358k 2.3k 153.64
Regeneron Pharmaceuticals (REGN) 0.0 $348k 489.00 712.33
Ge Vernova (GEV) 0.0 $332k 1.0k 328.93
Johnson & Johnson (JNJ) 0.0 $329k 2.3k 144.63
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 0.0 $324k 7.5k 43.11
Hilton Worldwide Holdings (HLT) 0.0 $316k 1.3k 247.26
Morgan Stanley Com New (MS) 0.0 $314k 2.5k 125.72
Constellation Energy (CEG) 0.0 $310k 1.4k 223.74
Broadridge Financial Solutions (BR) 0.0 $297k 1.3k 226.09
Charles Schwab Corporation (SCHW) 0.0 $296k 4.0k 74.01
Servicenow (NOW) 0.0 $288k 272.00 1060.12
Altria (MO) 0.0 $287k 5.5k 52.29
Enterprise Products Partners (EPD) 0.0 $284k 9.0k 31.36
Kla Corp Com New (KLAC) 0.0 $272k 431.00 630.32
Starbucks Corporation (SBUX) 0.0 $270k 3.0k 91.26
South Bow Corp (SOBO) 0.0 $261k 11k 23.57
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.0 $260k 5.9k 44.31
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.0 $259k 10k 25.97
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $255k 11k 22.70
Allegheny Technologies Incorporated (ATI) 0.0 $250k 4.5k 55.04
LCNB (LCNB) 0.0 $249k 16k 15.13
Innovator Etfs Trust Equity Defined P (ZJUL) 0.0 $239k 8.8k 27.05
FedEx Corporation (FDX) 0.0 $237k 842.00 281.43
CenterPoint Energy (CNP) 0.0 $233k 7.3k 31.73
Ies Hldgs (IESC) 0.0 $231k 1.2k 200.96
Lockheed Martin Corporation (LMT) 0.0 $226k 464.00 486.36
Spdr Gold Tr Gold Shs (GLD) 0.0 $225k 931.00 242.13
Oracle Corporation (ORCL) 0.0 $225k 1.3k 166.61
Pfizer (PFE) 0.0 $221k 8.3k 26.53
British Amern Tob Sponsored Adr (BTI) 0.0 $219k 6.0k 36.32
ConocoPhillips (COP) 0.0 $216k 2.2k 99.16
Us Bancorp Del Com New (USB) 0.0 $210k 4.4k 47.83
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $107k 16k 6.82
Repro-Med Systems (KRMD) 0.0 $58k 15k 3.85