Souders Financial Advisors

Souders Financial Advisors as of March 31, 2025

Portfolio Holdings for Souders Financial Advisors

Souders Financial Advisors holds 184 positions in its portfolio as reported in the March 2025 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) 8.4 $60M 2.7M 22.45
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.5 $47M 91k 513.91
Capital Group Dividend Value Shs Creation Uni (CGDV) 6.0 $43M 1.2M 35.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.5 $32M 520k 62.10
Capital Group Core Equity Et Shs Creation Uni (CGUS) 4.1 $29M 881k 33.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.7 $26M 942k 27.96
Procter & Gamble Company (PG) 3.0 $22M 128k 170.42
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.9 $21M 457k 45.65
T Rowe Price Etf Cap Appreciation (TCAF) 2.9 $21M 635k 32.28
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $19M 194k 98.92
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.6 $19M 369k 50.63
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 2.4 $17M 688k 24.48
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.3 $17M 669k 25.04
T Rowe Price Etf Small Mid Cap (TMSL) 1.9 $14M 455k 30.48
Apple (AAPL) 1.8 $13M 59k 222.13
Vanguard Index Fds Value Etf (VTV) 1.8 $13M 75k 172.74
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.6 $11M 331k 34.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.6 $11M 152k 73.45
T Rowe Price Etf Price Blue Chip (TCHP) 1.5 $11M 285k 38.09
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.3 $9.4M 159k 59.40
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 1.3 $9.4M 365k 25.81
Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.2 $8.8M 217k 40.77
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 1.2 $8.8M 312k 28.33
Microsoft Corporation (MSFT) 1.2 $8.6M 23k 375.39
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.2 $8.5M 311k 27.30
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $8.2M 42k 193.99
T Rowe Price Etf Us High Yield (THYF) 1.1 $8.1M 158k 51.37
Amazon (AMZN) 0.8 $5.8M 30k 190.26
JPMorgan Chase & Co. (JPM) 0.8 $5.6M 23k 245.31
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.7 $5.0M 257k 19.59
Capital Group International SHS (CGIC) 0.7 $5.0M 192k 25.98
Broadcom (AVGO) 0.7 $4.9M 29k 167.43
Meta Platforms Cl A (META) 0.7 $4.9M 8.5k 576.39
Visa Com Cl A (V) 0.7 $4.8M 14k 350.45
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.7 $4.7M 241k 19.48
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $4.6M 78k 58.35
Home Depot (HD) 0.6 $4.3M 12k 366.48
Cincinnati Financial Corporation (CINF) 0.6 $4.3M 29k 147.72
Alphabet Cap Stk Cl C (GOOG) 0.6 $4.3M 27k 156.23
Capital Group New Geography SHS (CGNG) 0.6 $4.2M 167k 25.16
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.5 $3.6M 176k 20.35
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $3.6M 193k 18.53
UnitedHealth (UNH) 0.5 $3.5M 6.7k 523.76
NVIDIA Corporation (NVDA) 0.5 $3.4M 32k 108.38
Raytheon Technologies Corp (RTX) 0.5 $3.4M 25k 132.46
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.4 $3.1M 186k 16.59
Ge Aerospace Com New (GE) 0.4 $3.0M 15k 200.15
Abbott Laboratories (ABT) 0.4 $2.9M 22k 132.65
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $2.6M 120k 21.53
Abbvie (ABBV) 0.3 $2.4M 12k 209.52
Eli Lilly & Co. (LLY) 0.3 $2.4M 2.9k 825.90
McDonald's Corporation (MCD) 0.3 $2.2M 7.1k 312.38
Linde SHS (LIN) 0.3 $2.2M 4.8k 465.65
Carrier Global Corporation (CARR) 0.3 $2.2M 35k 63.40
Marsh & McLennan Companies (MMC) 0.3 $2.1M 8.8k 244.04
Cme (CME) 0.3 $1.9M 7.3k 265.29
Amgen (AMGN) 0.3 $1.9M 6.2k 311.57
salesforce (CRM) 0.3 $1.9M 6.9k 268.35
First Financial Ban (FFBC) 0.3 $1.8M 72k 24.98
Goldman Sachs (GS) 0.2 $1.7M 3.2k 546.31
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $1.7M 18k 91.73
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.7M 11k 154.64
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $1.6M 78k 20.68
PNC Financial Services (PNC) 0.2 $1.6M 9.1k 175.78
Nextera Energy (NEE) 0.2 $1.6M 22k 70.89
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.6M 67k 23.43
S&p Global (SPGI) 0.2 $1.5M 3.0k 508.03
Duke Energy Corp Com New (DUK) 0.2 $1.5M 12k 121.97
Union Pacific Corporation (UNP) 0.2 $1.5M 6.4k 236.25
Tc Energy Corp (TRP) 0.2 $1.5M 32k 47.21
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.5M 30k 49.62
Netflix (NFLX) 0.2 $1.4M 1.5k 932.53
Philip Morris International (PM) 0.2 $1.4M 8.9k 158.72
Anthem (ELV) 0.2 $1.4M 3.1k 434.89
Tesla Motors (TSLA) 0.2 $1.3M 5.2k 259.16
International Business Machines (IBM) 0.2 $1.3M 5.3k 248.65
American Express Company (AXP) 0.2 $1.3M 4.8k 269.04
Texas Instruments Incorporated (TXN) 0.2 $1.3M 7.2k 179.70
Chevron Corporation (CVX) 0.2 $1.3M 7.7k 167.30
Honeywell International (HON) 0.2 $1.3M 6.0k 211.75
Aramark Hldgs (ARMK) 0.2 $1.2M 36k 34.52
TJX Companies (TJX) 0.2 $1.2M 10k 121.81
Novo-nordisk A S Adr (NVO) 0.2 $1.2M 18k 69.44
Caterpillar (CAT) 0.2 $1.2M 3.7k 329.79
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $1.2M 44k 26.82
Equinix (EQIX) 0.2 $1.2M 1.4k 815.63
Bank of America Corporation (BAC) 0.2 $1.1M 27k 41.73
PG&E Corporation (PCG) 0.1 $1.1M 62k 17.18
Costco Wholesale Corporation (COST) 0.1 $1.0M 1.1k 946.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.0M 1.8k 559.32
Comcast Corp Cl A (CMCSA) 0.1 $1.0M 27k 36.90
Verizon Communications (VZ) 0.1 $986k 22k 45.36
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $986k 5.9k 166.00
Intuitive Surgical Com New (ISRG) 0.1 $981k 2.0k 495.27
Automatic Data Processing (ADP) 0.1 $964k 3.2k 305.57
Uber Technologies (UBER) 0.1 $919k 13k 72.86
United Rentals (URI) 0.1 $894k 1.4k 626.49
Canadian Natural Resources (CNQ) 0.1 $888k 29k 30.80
Kroger (KR) 0.1 $874k 13k 67.69
Schwab Strategic Tr Internl Divid (SCHY) 0.1 $854k 34k 25.38
Sherwin-Williams Company (SHW) 0.1 $853k 2.4k 349.13
Pepsi (PEP) 0.1 $839k 5.6k 149.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $830k 1.6k 532.58
Royal Caribbean Cruises (RCL) 0.1 $825k 4.0k 205.45
Microstrategy Cl A New (MSTR) 0.1 $804k 2.8k 288.27
Freeport-mcmoran CL B (FCX) 0.1 $765k 20k 37.86
Exxon Mobil Corporation (XOM) 0.1 $763k 6.4k 118.93
Danaher Corporation (DHR) 0.1 $762k 3.7k 204.97
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $747k 13k 57.14
TransDigm Group Incorporated (TDG) 0.1 $737k 533.00 1383.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $728k 1.6k 468.85
Shopify Cl A (SHOP) 0.1 $719k 7.5k 95.48
British Amern Tob Sponsored Adr (BTI) 0.1 $717k 17k 41.37
Mastercard Incorporated Cl A (MA) 0.1 $699k 1.3k 548.20
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $690k 6.6k 104.57
Chipotle Mexican Grill (CMG) 0.1 $681k 14k 50.21
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $658k 25k 26.01
Coca-Cola Company (KO) 0.1 $620k 8.7k 71.62
Progressive Corporation (PGR) 0.1 $606k 2.1k 283.01
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $603k 12k 50.85
Constellation Brands Cl A (STZ) 0.1 $590k 3.2k 183.53
Lowe's Companies (LOW) 0.1 $585k 2.5k 233.25
Northrop Grumman Corporation (NOC) 0.1 $582k 1.1k 512.17
Wal-Mart Stores (WMT) 0.1 $549k 6.3k 87.79
Agnico (AEM) 0.1 $538k 5.0k 108.41
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $527k 1.1k 484.82
Cintas Corporation (CTAS) 0.1 $525k 2.6k 205.51
Boeing Company (BA) 0.1 $523k 3.1k 170.55
Accenture Plc Ireland Shs Class A (ACN) 0.1 $515k 1.7k 312.04
Johnson & Johnson (JNJ) 0.1 $508k 3.1k 165.86
Alnylam Pharmaceuticals (ALNY) 0.1 $484k 1.8k 270.02
Eos Energy Enterprises Com Cl A (EOSE) 0.1 $478k 127k 3.78
EOG Resources (EOG) 0.1 $474k 3.7k 128.24
Morgan Stanley Com New (MS) 0.1 $469k 4.0k 116.67
Cisco Systems (CSCO) 0.1 $466k 7.6k 61.71
Mondelez Intl Cl A (MDLZ) 0.1 $465k 6.9k 67.85
Altria (MO) 0.1 $451k 7.5k 60.02
Clorox Company (CLX) 0.1 $437k 3.0k 147.25
Bristol Myers Squibb (BMY) 0.1 $417k 6.8k 60.99
Qualcomm (QCOM) 0.1 $403k 2.6k 153.59
Asml Holding N V N Y Registry Shs (ASML) 0.1 $390k 588.00 662.63
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.1 $384k 13k 29.86
Ge Vernova (GEV) 0.1 $368k 1.2k 305.28
Innovator Etfs Trust Equity Defined P (ZSEP) 0.1 $367k 15k 24.93
CenterPoint Energy (CNP) 0.1 $365k 10k 36.23
Constellation Energy (CEG) 0.0 $346k 1.7k 201.66
Charles Schwab Corporation (SCHW) 0.0 $345k 4.4k 78.29
Starbucks Corporation (SBUX) 0.0 $336k 3.4k 98.10
CSX Corporation (CSX) 0.0 $330k 11k 29.43
Welltower Inc Com reit (WELL) 0.0 $321k 2.1k 153.23
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 0.0 $315k 7.5k 41.86
Cloudflare Cl A Com (NET) 0.0 $311k 2.8k 112.69
Enterprise Products Partners (EPD) 0.0 $311k 9.1k 34.14
ConocoPhillips (COP) 0.0 $309k 2.9k 105.03
Gilead Sciences (GILD) 0.0 $304k 2.7k 112.04
American Intl Group Com New (AIG) 0.0 $280k 3.2k 86.94
CVS Caremark Corporation (CVS) 0.0 $272k 4.0k 67.76
Spdr Gold Tr Gold Shs (GLD) 0.0 $268k 931.00 288.14
Oracle Corporation (ORCL) 0.0 $263k 1.9k 139.84
Regeneron Pharmaceuticals (REGN) 0.0 $263k 414.00 634.28
American Financial (AFG) 0.0 $261k 2.0k 131.31
Paychex (PAYX) 0.0 $259k 1.7k 154.28
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $254k 11k 23.16
LCNB (LCNB) 0.0 $250k 17k 14.79
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.0 $249k 5.9k 42.47
Merck & Co (MRK) 0.0 $242k 2.7k 89.77
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $241k 3.0k 80.71
MercadoLibre (MELI) 0.0 $238k 122.00 1950.87
Kla Corp Com New (KLAC) 0.0 $237k 349.00 680.12
Pfizer (PFE) 0.0 $236k 9.3k 25.34
Arthur J. Gallagher & Co. (AJG) 0.0 $232k 673.00 345.35
Medtronic SHS (MDT) 0.0 $228k 2.5k 89.86
Discover Financial Services 0.0 $222k 1.3k 170.73
Lockheed Martin Corporation (LMT) 0.0 $221k 494.00 446.34
Palantir Technologies Cl A (PLTR) 0.0 $220k 2.6k 84.40
Airbnb Com Cl A (ABNB) 0.0 $219k 1.8k 119.46
Micron Technology (MU) 0.0 $213k 2.5k 86.89
Astrazeneca Sponsored Adr (AZN) 0.0 $212k 2.9k 73.49
Chubb (CB) 0.0 $209k 691.00 301.99
FedEx Corporation (FDX) 0.0 $208k 853.00 243.86
Broadridge Financial Solutions (BR) 0.0 $203k 837.00 242.46
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $110k 16k 7.05
Aurora Innovation Class A Com (AUR) 0.0 $70k 10k 6.72
Repro-Med Systems (KRMD) 0.0 $38k 15k 2.54