Souders Financial Advisors

Souders Financial Advisors as of June 30, 2025

Portfolio Holdings for Souders Financial Advisors

Souders Financial Advisors holds 200 positions in its portfolio as reported in the June 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) 8.1 $63M 2.8M 22.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.8 $54M 95k 568.03
Capital Group Dividend Value Shs Creation Uni (CGDV) 6.5 $51M 1.3M 39.49
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.7 $37M 533k 69.09
Capital Group Core Equity Et Shs Creation Uni (CGUS) 4.4 $34M 933k 36.93
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $26M 982k 26.50
T Rowe Price Etf Cap Appreciation (TCAF) 3.3 $26M 727k 35.28
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.9 $23M 494k 45.75
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.6 $20M 689k 29.21
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 2.6 $20M 741k 27.13
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.5 $20M 387k 50.68
Ishares Tr Core Us Aggbd Et (AGG) 2.5 $19M 196k 99.20
Procter & Gamble Company (PG) 2.5 $19M 122k 159.32
T Rowe Price Etf Small Mid Cap (TMSL) 2.1 $16M 495k 32.80
Vanguard Index Fds Value Etf (VTV) 1.9 $15M 84k 176.74
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.9 $15M 365k 40.65
T Rowe Price Etf Price Blue Chip (TCHP) 1.7 $14M 303k 45.35
Microsoft Corporation (MSFT) 1.5 $12M 24k 497.42
Apple (AAPL) 1.5 $12M 58k 205.17
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $11M 151k 73.63
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 1.3 $11M 331k 31.97
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 1.3 $10M 399k 25.93
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.3 $10M 169k 59.81
Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.2 $9.5M 222k 42.55
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.2 $9.2M 333k 27.62
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $8.9M 43k 204.67
T Rowe Price Etf Us High Yield (THYF) 1.1 $8.7M 167k 52.25
Broadcom (AVGO) 1.0 $8.1M 29k 275.65
Meta Platforms Cl A (META) 0.9 $6.8M 9.2k 738.06
Amazon (AMZN) 0.8 $6.3M 29k 219.39
JPMorgan Chase & Co. (JPM) 0.8 $6.2M 21k 289.92
Capital Group International SHS (CGIC) 0.8 $6.0M 206k 29.11
NVIDIA Corporation (NVDA) 0.7 $5.8M 36k 157.99
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.7 $5.2M 267k 19.65
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $5.1M 82k 62.02
Capital Group New Geography SHS (CGNG) 0.6 $4.9M 171k 28.81
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.6 $4.9M 253k 19.52
Alphabet Cap Stk Cl C (GOOG) 0.6 $4.6M 26k 177.39
Visa Com Cl A (V) 0.6 $4.5M 13k 355.04
Cincinnati Financial Corporation (CINF) 0.5 $4.3M 29k 148.92
Home Depot (HD) 0.5 $4.1M 11k 366.64
Raytheon Technologies Corp (RTX) 0.5 $3.9M 26k 146.02
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.5 $3.8M 187k 20.49
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $3.8M 204k 18.70
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.5 $3.5M 211k 16.78
Ge Aerospace Com New (GE) 0.4 $3.5M 14k 257.38
Abbott Laboratories (ABT) 0.3 $2.4M 17k 136.01
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $2.3M 99k 23.83
Eli Lilly & Co. (LLY) 0.3 $2.3M 3.0k 779.63
Alphabet Cap Stk Cl A (GOOGL) 0.3 $2.2M 13k 176.23
Carrier Global Corporation (CARR) 0.3 $2.2M 30k 73.19
Netflix (NFLX) 0.3 $2.0M 1.5k 1339.13
Cme (CME) 0.3 $2.0M 7.3k 275.62
Goldman Sachs (GS) 0.3 $2.0M 2.8k 707.85
Linde SHS (LIN) 0.2 $2.0M 4.2k 469.19
Tesla Motors (TSLA) 0.2 $1.9M 6.0k 317.66
McDonald's Corporation (MCD) 0.2 $1.9M 6.4k 292.19
First Financial Ban (FFBC) 0.2 $1.7M 72k 24.26
International Business Machines (IBM) 0.2 $1.7M 5.6k 294.80
Marsh & McLennan Companies (MMC) 0.2 $1.6M 7.5k 218.64
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.6M 32k 49.03
Amgen (AMGN) 0.2 $1.6M 5.6k 279.19
Caterpillar (CAT) 0.2 $1.5M 4.0k 388.19
Abbvie (ABBV) 0.2 $1.5M 8.2k 185.61
American Express Company (AXP) 0.2 $1.5M 4.8k 319.01
Nextera Energy (NEE) 0.2 $1.5M 22k 69.42
S&p Global (SPGI) 0.2 $1.5M 2.8k 527.22
Philip Morris International (PM) 0.2 $1.5M 8.2k 182.14
Duke Energy Corp Com New (DUK) 0.2 $1.4M 12k 118.00
Honeywell International (HON) 0.2 $1.4M 6.1k 232.87
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $1.4M 66k 20.68
Royal Caribbean Cruises (RCL) 0.2 $1.3M 4.2k 313.17
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.3M 5.7k 226.49
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.2 $1.3M 14k 91.73
British Amern Tob Sponsored Adr (BTI) 0.2 $1.2M 26k 47.33
TJX Companies (TJX) 0.2 $1.2M 10k 123.49
Uber Technologies (UBER) 0.1 $1.1M 12k 93.30
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $1.1M 43k 26.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.1M 1.8k 617.86
Tc Energy Corp (TRP) 0.1 $1.1M 23k 48.79
UnitedHealth (UNH) 0.1 $1.1M 3.5k 311.95
Bank of America Corporation (BAC) 0.1 $1.1M 23k 47.32
PNC Financial Services (PNC) 0.1 $1.1M 5.7k 186.42
Chevron Corporation (CVX) 0.1 $1.0M 7.3k 143.18
salesforce (CRM) 0.1 $997k 3.7k 272.69
Anthem (ELV) 0.1 $986k 2.5k 388.89
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $980k 39k 25.30
Automatic Data Processing (ADP) 0.1 $963k 3.1k 308.40
Union Pacific Corporation (UNP) 0.1 $955k 4.2k 230.07
Mastercard Incorporated Cl A (MA) 0.1 $949k 1.7k 562.02
Aramark Hldgs (ARMK) 0.1 $945k 23k 41.87
Novo-nordisk A S Adr (NVO) 0.1 $921k 13k 69.02
Costco Wholesale Corporation (COST) 0.1 $919k 928.00 990.31
Verizon Communications (VZ) 0.1 $914k 21k 43.27
Coca-Cola Company (KO) 0.1 $893k 13k 70.75
Intuitive Surgical Com New (ISRG) 0.1 $878k 1.6k 543.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $877k 1.6k 551.48
Texas Instruments Incorporated (TXN) 0.1 $875k 4.2k 207.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $857k 1.8k 485.77
Sherwin-Williams Company (SHW) 0.1 $852k 2.5k 343.31
Kroger (KR) 0.1 $837k 12k 71.73
Microstrategy Cl A New (MSTR) 0.1 $803k 2.0k 404.23
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $801k 6.9k 115.35
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $761k 29k 26.08
Mondelez Intl Cl A (MDLZ) 0.1 $752k 11k 67.44
TransDigm Group Incorporated (TDG) 0.1 $748k 492.00 1520.64
Equinix (EQIX) 0.1 $748k 940.00 795.68
United Rentals (URI) 0.1 $743k 987.00 753.05
Ge Vernova (GEV) 0.1 $731k 1.4k 529.16
Progressive Corporation (PGR) 0.1 $716k 2.7k 266.86
Exxon Mobil Corporation (XOM) 0.1 $697k 6.5k 107.79
Boeing Company (BA) 0.1 $687k 3.3k 209.53
Constellation Energy (CEG) 0.1 $677k 2.1k 322.82
Morgan Stanley Com New (MS) 0.1 $666k 4.7k 140.87
Accenture Plc Ireland Shs Class A (ACN) 0.1 $634k 2.1k 298.89
Northrop Grumman Corporation (NOC) 0.1 $628k 1.3k 500.17
Cintas Corporation (CTAS) 0.1 $617k 2.8k 222.90
Comcast Corp Cl A (CMCSA) 0.1 $614k 17k 35.69
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $612k 11k 56.85
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $604k 12k 50.92
Chipotle Mexican Grill (CMG) 0.1 $603k 11k 56.15
Wal-Mart Stores (WMT) 0.1 $586k 6.0k 97.78
Agnico (AEM) 0.1 $586k 4.9k 118.93
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $583k 1.3k 445.20
Cisco Systems (CSCO) 0.1 $565k 8.1k 69.38
Canadian Natural Resources (CNQ) 0.1 $551k 18k 31.40
Lowe's Companies (LOW) 0.1 $541k 2.4k 221.89
Oracle Corporation (ORCL) 0.1 $537k 2.5k 218.59
Capital One Financial (COF) 0.1 $528k 2.5k 212.76
Starbucks Corporation (SBUX) 0.1 $522k 5.7k 91.62
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.1 $521k 14k 36.79
Eos Energy Enterprises Com Cl A (EOSE) 0.1 $520k 102k 5.12
PG&E Corporation (PCG) 0.1 $514k 37k 13.94
Freeport-mcmoran CL B (FCX) 0.1 $514k 12k 43.35
Danaher Corporation (DHR) 0.1 $511k 2.6k 197.58
Schwab Strategic Tr Internl Divid (SCHY) 0.1 $470k 17k 27.35
Merck & Co (MRK) 0.1 $466k 5.9k 79.16
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $457k 4.2k 109.29
Palantir Technologies Cl A (PLTR) 0.1 $448k 3.3k 136.32
Alnylam Pharmaceuticals (ALNY) 0.1 $443k 1.4k 326.09
Qualcomm (QCOM) 0.1 $428k 2.7k 159.26
Cloudflare Cl A Com (NET) 0.1 $422k 2.2k 195.83
Welltower Inc Com reit (WELL) 0.1 $411k 2.7k 153.75
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.1 $402k 13k 31.30
Gilead Sciences (GILD) 0.0 $386k 3.5k 110.86
Micron Technology (MU) 0.0 $386k 3.1k 123.27
Innovator Etfs Trust Equity Defined P (ZSEP) 0.0 $381k 15k 25.89
Charles Schwab Corporation (SCHW) 0.0 $380k 4.2k 91.25
CenterPoint Energy (CNP) 0.0 $379k 10k 36.74
MercadoLibre (MELI) 0.0 $376k 144.00 2613.63
Bristol Myers Squibb (BMY) 0.0 $362k 7.8k 46.29
Pepsi (PEP) 0.0 $359k 2.7k 132.06
Medtronic SHS (MDT) 0.0 $350k 4.0k 87.18
Clorox Company (CLX) 0.0 $350k 2.9k 120.07
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 0.0 $340k 7.5k 45.16
Ies Hldgs (IESC) 0.0 $337k 1.1k 296.23
Johnson & Johnson (JNJ) 0.0 $330k 2.2k 152.75
Servicenow (NOW) 0.0 $330k 321.00 1028.08
Innovator Etfs Trust Equity Defined P (ZJUL) 0.0 $330k 12k 28.18
ConocoPhillips (COP) 0.0 $329k 3.7k 89.74
Kla Corp Com New (KLAC) 0.0 $325k 363.00 896.21
Asml Holding N V N Y Registry Shs (ASML) 0.0 $320k 399.00 801.39
Constellation Brands Cl A (STZ) 0.0 $310k 1.9k 162.68
Paychex (PAYX) 0.0 $308k 2.1k 145.46
CVS Caremark Corporation (CVS) 0.0 $303k 4.4k 68.98
Kkr & Co (KKR) 0.0 $300k 2.3k 133.04
Arthur J. Gallagher & Co. (AJG) 0.0 $298k 932.00 320.20
Chubb (CB) 0.0 $297k 1.0k 289.72
Enterprise Products Partners (EPD) 0.0 $285k 9.2k 31.01
Spdr Gold Tr Gold Shs (GLD) 0.0 $284k 931.00 304.83
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.0 $265k 5.9k 45.19
Altria (MO) 0.0 $263k 4.5k 58.63
General Dynamics Corporation (GD) 0.0 $262k 897.00 291.66
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 0.0 $261k 9.7k 26.88
Wells Fargo & Company (WFC) 0.0 $259k 3.2k 80.13
Astrazeneca Sponsored Adr (AZN) 0.0 $254k 3.6k 69.87
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $252k 11k 23.24
Ishares Tr Core S&p500 Etf (IVV) 0.0 $250k 402.00 621.13
Applied Materials (AMAT) 0.0 $247k 1.4k 183.02
Walt Disney Company (DIS) 0.0 $247k 2.0k 123.99
LCNB (LCNB) 0.0 $246k 17k 14.53
Thermo Fisher Scientific (TMO) 0.0 $245k 605.00 405.48
EOG Resources (EOG) 0.0 $240k 2.0k 119.60
Advanced Micro Devices (AMD) 0.0 $236k 1.7k 141.90
Truist Financial Corp equities (TFC) 0.0 $236k 5.5k 42.99
Sempra Energy (SRE) 0.0 $234k 3.1k 75.77
Hilton Worldwide Holdings (HLT) 0.0 $232k 872.00 266.23
Lockheed Martin Corporation (LMT) 0.0 $231k 499.00 462.94
Us Bancorp Del Com New (USB) 0.0 $230k 5.1k 45.25
Air Products & Chemicals (APD) 0.0 $228k 807.00 282.11
Fidelity National Information Services (FIS) 0.0 $220k 2.7k 81.41
American Intl Group Com New (AIG) 0.0 $218k 2.5k 85.59
Stryker Corporation (SYK) 0.0 $213k 537.00 395.63
Ingersoll Rand (IR) 0.0 $212k 2.5k 83.18
Paypal Holdings (PYPL) 0.0 $207k 2.8k 74.32
Broadridge Financial Solutions (BR) 0.0 $204k 838.00 243.03
L3harris Technologies (LHX) 0.0 $202k 806.00 250.84
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $113k 16k 7.26
Aurora Innovation Class A Com (AUR) 0.0 $60k 11k 5.24
Repro-Med Systems (KRMD) 0.0 $54k 15k 3.58