Souders Financial Advisors

Souders Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for Souders Financial Advisors

Souders Financial Advisors holds 206 positions in its portfolio as reported in the September 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) 8.0 $67M 2.9M 22.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.8 $57M 93k 612.38
Capital Group Dividend Value Shs Creation Uni (CGDV) 6.4 $54M 1.3M 42.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.4 $37M 505k 73.46
Capital Group Core Equity Et Shs Creation Uni (CGUS) 4.4 $37M 929k 39.54
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.4 $28M 1.0M 27.30
T Rowe Price Etf Cap Appreciation (TCAF) 3.3 $27M 725k 37.70
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.2 $27M 582k 46.24
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.5 $21M 670k 31.91
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.4 $21M 405k 50.73
Ishares Tr Core Us Aggbd Et (AGG) 2.4 $20M 203k 100.25
Procter & Gamble Company (PG) 2.2 $18M 119k 153.65
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 2.1 $18M 601k 29.62
Vanguard Index Fds Value Etf (VTV) 2.0 $16M 88k 186.49
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.8 $15M 348k 43.92
Apple (AAPL) 1.8 $15M 60k 254.63
T Rowe Price Etf Price Blue Chip (TCHP) 1.7 $14M 291k 48.88
Microsoft Corporation (MSFT) 1.5 $13M 25k 517.96
T Rowe Price Etf Small Mid Cap (TMSL) 1.4 $12M 338k 35.17
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 1.4 $12M 338k 34.17
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $12M 155k 74.37
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 1.3 $11M 435k 25.98
Capital Group International SHS (CGIC) 1.3 $11M 361k 30.81
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.3 $11M 177k 60.03
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.2 $10M 364k 27.75
Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.2 $10M 226k 44.57
Broadcom (AVGO) 1.1 $9.6M 29k 329.91
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $9.4M 43k 215.79
T Rowe Price Etf Us High Yield (THYF) 1.1 $9.2M 176k 52.45
NVIDIA Corporation (NVDA) 0.9 $7.9M 42k 186.58
Amazon (AMZN) 0.8 $6.9M 32k 219.57
JPMorgan Chase & Co. (JPM) 0.8 $6.6M 21k 315.44
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 0.8 $6.6M 231k 28.39
Meta Platforms Cl A (META) 0.8 $6.5M 8.9k 734.38
Alphabet Cap Stk Cl C (GOOG) 0.7 $6.2M 26k 243.55
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $5.6M 86k 65.26
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.7 $5.5M 266k 20.57
Capital Group New Geography SHS (CGNG) 0.6 $5.4M 176k 30.90
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.6 $5.2M 266k 19.71
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.6 $5.2M 266k 19.56
Home Depot (HD) 0.5 $4.5M 11k 405.19
Cincinnati Financial Corporation (CINF) 0.5 $4.5M 28k 158.10
Visa Com Cl A (V) 0.5 $4.2M 12k 341.37
Raytheon Technologies Corp (RTX) 0.5 $4.2M 25k 167.33
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $4.1M 216k 18.81
Ge Aerospace Com New (GE) 0.5 $3.9M 13k 300.82
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.5 $3.8M 226k 16.90
Alphabet Cap Stk Cl A (GOOGL) 0.4 $3.2M 13k 243.11
Eli Lilly & Co. (LLY) 0.3 $2.7M 3.5k 762.99
Tesla Motors (TSLA) 0.3 $2.7M 6.0k 444.72
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $2.4M 93k 25.71
Abbott Laboratories (ABT) 0.3 $2.3M 17k 133.94
Goldman Sachs (GS) 0.3 $2.2M 2.8k 796.29
Cme (CME) 0.2 $2.1M 7.7k 270.20
Linde SHS (LIN) 0.2 $2.0M 4.2k 474.95
Netflix (NFLX) 0.2 $2.0M 1.6k 1198.92
American Express Company (AXP) 0.2 $1.9M 5.7k 332.15
McDonald's Corporation (MCD) 0.2 $1.9M 6.1k 303.87
First Financial Ban (FFBC) 0.2 $1.8M 72k 25.25
Caterpillar (CAT) 0.2 $1.8M 3.8k 477.20
Abbvie (ABBV) 0.2 $1.8M 7.8k 231.55
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.7M 6.1k 279.29
Nextera Energy (NEE) 0.2 $1.7M 22k 75.49
Carrier Global Corporation (CARR) 0.2 $1.7M 28k 59.70
British Amern Tob Sponsored Adr (BTI) 0.2 $1.6M 30k 53.08
Royal Caribbean Cruises (RCL) 0.2 $1.5M 4.7k 323.55
Duke Energy Corp Com New (DUK) 0.2 $1.5M 12k 123.75
TJX Companies (TJX) 0.2 $1.5M 10k 144.53
International Business Machines (IBM) 0.2 $1.5M 5.3k 282.17
Amgen (AMGN) 0.2 $1.5M 5.2k 282.22
Philip Morris International (PM) 0.2 $1.4M 8.8k 162.19
Marsh & McLennan Companies (MMC) 0.2 $1.4M 7.1k 201.53
Uber Technologies (UBER) 0.2 $1.4M 14k 97.97
S&p Global (SPGI) 0.2 $1.4M 2.8k 486.65
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.2 $1.4M 15k 91.75
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $1.3M 49k 27.29
UnitedHealth (UNH) 0.2 $1.3M 3.7k 345.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.2M 1.8k 666.13
Chevron Corporation (CVX) 0.1 $1.2M 7.7k 155.28
Bank of America Corporation (BAC) 0.1 $1.2M 23k 51.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.2M 23k 50.07
Mastercard Incorporated Cl A (MA) 0.1 $1.2M 2.0k 568.89
Tc Energy Corp (TRP) 0.1 $1.1M 19k 54.41
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $1.1M 7.1k 148.61
Honeywell International (HON) 0.1 $1.0M 5.0k 210.52
PNC Financial Services (PNC) 0.1 $1.0M 5.2k 200.94
United Rentals (URI) 0.1 $1.0M 1.1k 954.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $937k 34k 27.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $935k 1.9k 502.74
Oracle Corporation (ORCL) 0.1 $934k 3.3k 281.26
Eos Energy Enterprises Com Cl A (EOSE) 0.1 $928k 82k 11.39
Verizon Communications (VZ) 0.1 $927k 21k 43.95
Automatic Data Processing (ADP) 0.1 $925k 3.2k 293.47
TransDigm Group Incorporated (TDG) 0.1 $923k 700.00 1318.02
salesforce (CRM) 0.1 $916k 3.9k 237.02
Kroger (KR) 0.1 $905k 13k 67.41
Sherwin-Williams Company (SHW) 0.1 $869k 2.5k 346.22
Costco Wholesale Corporation (COST) 0.1 $868k 937.00 926.07
Morgan Stanley Com New (MS) 0.1 $833k 5.2k 158.97
Coca-Cola Company (KO) 0.1 $828k 13k 66.32
Agnico (AEM) 0.1 $826k 4.9k 168.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $812k 1.4k 600.20
Union Pacific Corporation (UNP) 0.1 $777k 3.3k 236.36
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $769k 29k 26.36
Exxon Mobil Corporation (XOM) 0.1 $768k 6.8k 112.75
Aramark Hldgs (ARMK) 0.1 $767k 20k 38.40
Merck & Co (MRK) 0.1 $765k 9.1k 83.93
Northrop Grumman Corporation (NOC) 0.1 $754k 1.2k 609.11
Anthem (ELV) 0.1 $709k 2.2k 323.06
Mondelez Intl Cl A (MDLZ) 0.1 $707k 11k 62.47
Progressive Corporation (PGR) 0.1 $706k 2.9k 246.95
Boeing Company (BA) 0.1 $700k 3.2k 215.83
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $691k 1.8k 391.64
Constellation Energy (CEG) 0.1 $667k 2.0k 329.15
Ge Vernova (GEV) 0.1 $659k 1.1k 614.92
Alnylam Pharmaceuticals (ALNY) 0.1 $649k 1.4k 456.00
Wal-Mart Stores (WMT) 0.1 $646k 6.3k 103.07
Lowe's Companies (LOW) 0.1 $635k 2.5k 251.33
Intuitive Surgical Com New (ISRG) 0.1 $628k 1.4k 447.23
Starbucks Corporation (SBUX) 0.1 $614k 7.3k 84.60
Strategy Cl A New (MSTR) 0.1 $611k 1.9k 322.21
Texas Instruments Incorporated (TXN) 0.1 $595k 3.2k 183.75
Capital One Financial (COF) 0.1 $584k 2.7k 212.58
Cisco Systems (CSCO) 0.1 $575k 8.4k 68.42
Palantir Technologies Cl A (PLTR) 0.1 $570k 3.1k 182.42
Micron Technology (MU) 0.1 $561k 3.4k 167.30
Equinix (EQIX) 0.1 $556k 709.00 783.46
Novo-nordisk A S Adr (NVO) 0.1 $538k 9.7k 55.49
Cintas Corporation (CTAS) 0.1 $533k 2.6k 205.28
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $522k 10k 51.04
Welltower Inc Com reit (WELL) 0.1 $509k 2.9k 178.16
Accenture Plc Ireland Shs Class A (ACN) 0.1 $505k 2.0k 246.60
Cloudflare Cl A Com (NET) 0.1 $490k 2.3k 214.59
Pepsi (PEP) 0.1 $488k 3.5k 140.46
ConocoPhillips (COP) 0.1 $485k 5.1k 94.58
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.1 $465k 12k 38.11
Danaher Corporation (DHR) 0.1 $460k 2.3k 198.23
Johnson & Johnson (JNJ) 0.1 $459k 2.5k 185.42
Qualcomm (QCOM) 0.1 $451k 2.7k 166.36
Thermo Fisher Scientific (TMO) 0.1 $433k 893.00 485.04
Kla Corp Com New (KLAC) 0.1 $433k 401.00 1079.17
Chipotle Mexican Grill (CMG) 0.1 $424k 11k 39.19
Canadian Natural Resources (CNQ) 0.0 $420k 13k 31.96
CenterPoint Energy (CNP) 0.0 $410k 11k 38.80
Charles Schwab Corporation (SCHW) 0.0 $405k 4.2k 95.47
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.0 $402k 13k 32.14
Schwab Strategic Tr Internl Divid (SCHY) 0.0 $398k 14k 27.94
Comcast Corp Cl A (CMCSA) 0.0 $397k 13k 31.42
Air Products & Chemicals (APD) 0.0 $396k 1.5k 272.65
Innovator Etfs Trust Equity Defined P (ZSEP) 0.0 $390k 15k 26.49
Ies Hldgs (IESC) 0.0 $386k 970.00 397.65
Clorox Company (CLX) 0.0 $386k 3.1k 123.30
Truist Financial Corp equities (TFC) 0.0 $380k 8.3k 45.72
Asml Holding N V N Y Registry Shs (ASML) 0.0 $379k 391.00 968.09
Amplify Etf Tr Cwp Growth & Inc (QDVO) 0.0 $368k 13k 29.04
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 0.0 $361k 7.5k 47.93
Freeport-mcmoran CL B (FCX) 0.0 $354k 9.0k 39.22
General Dynamics Corporation (GD) 0.0 $354k 1.0k 341.00
Astrazeneca Sponsored Adr (AZN) 0.0 $351k 4.6k 76.72
PG&E Corporation (PCG) 0.0 $351k 23k 15.08
Arthur J. Gallagher & Co. (AJG) 0.0 $343k 1.1k 309.81
Bristol Myers Squibb (BMY) 0.0 $340k 7.5k 45.10
MercadoLibre (MELI) 0.0 $339k 145.00 2336.94
Innovator Etfs Trust Equity Defined P (ZJUL) 0.0 $336k 12k 28.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $335k 1.0k 328.03
Kkr & Co (KKR) 0.0 $333k 2.6k 129.96
CVS Caremark Corporation (CVS) 0.0 $333k 4.4k 75.39
Chubb (CB) 0.0 $333k 1.2k 282.25
Gilead Sciences (GILD) 0.0 $331k 3.0k 110.99
Spdr Gold Tr Gold Shs (GLD) 0.0 $329k 924.00 355.47
Altria (MO) 0.0 $327k 4.9k 66.06
Wells Fargo & Company (WFC) 0.0 $322k 3.8k 83.81
Servicenow (NOW) 0.0 $297k 323.00 920.28
Sempra Energy (SRE) 0.0 $296k 3.3k 89.97
Enterprise Products Partners (EPD) 0.0 $289k 9.2k 31.27
Advanced Micro Devices (AMD) 0.0 $284k 1.8k 161.79
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.0 $275k 5.9k 46.91
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $267k 2.2k 118.80
Medtronic SHS (MDT) 0.0 $265k 2.8k 95.25
International Paper Company (IP) 0.0 $261k 5.6k 46.40
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $255k 11k 23.47
LCNB (LCNB) 0.0 $254k 17k 14.99
Amphenol Corp Cl A (APH) 0.0 $253k 2.0k 123.75
Lockheed Martin Corporation (LMT) 0.0 $250k 501.00 499.22
Us Bancorp Del Com New (USB) 0.0 $249k 5.2k 48.33
L3harris Technologies (LHX) 0.0 $247k 807.00 305.41
Walt Disney Company (DIS) 0.0 $245k 2.1k 114.48
Applied Materials (AMAT) 0.0 $245k 1.2k 204.70
Hilton Worldwide Holdings (HLT) 0.0 $244k 940.00 259.35
Atmos Energy Corporation (ATO) 0.0 $229k 1.3k 170.75
Paychex (PAYX) 0.0 $222k 1.8k 126.76
Pfizer (PFE) 0.0 $222k 8.7k 25.48
EOG Resources (EOG) 0.0 $221k 2.0k 112.11
Ingersoll Rand (IR) 0.0 $220k 2.7k 82.62
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $220k 11k 20.69
Enbridge (ENB) 0.0 $215k 4.3k 50.46
American Financial (AFG) 0.0 $213k 1.5k 145.68
Paypal Holdings (PYPL) 0.0 $209k 3.1k 67.06
Baker Hughes Company Cl A (BKR) 0.0 $207k 4.2k 48.72
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $204k 2.7k 75.10
Broadridge Financial Solutions (BR) 0.0 $204k 856.00 238.17
Stryker Corporation (SYK) 0.0 $203k 548.00 369.67
Fs Kkr Capital Corp (FSK) 0.0 $203k 14k 14.93
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $108k 16k 6.91
Aurora Innovation Class A Com (AUR) 0.0 $65k 12k 5.39
Repro-Med Systems (KRMD) 0.0 $58k 15k 3.83