Souders Financial Advisors

Souders Financial Advisors as of Dec. 31, 2025

Portfolio Holdings for Souders Financial Advisors

Souders Financial Advisors holds 208 positions in its portfolio as reported in the December 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) 7.9 $69M 3.1M 22.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.7 $58M 93k 627.13
Capital Group Dividend Value Shs Creation Uni (CGDV) 6.6 $58M 1.3M 43.64
Capital Group Core Equity Et Shs Creation Uni (CGUS) 4.5 $39M 967k 40.23
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.4 $39M 511k 75.44
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.4 $30M 654k 46.04
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $29M 1.1M 27.43
T Rowe Price Etf Cap Appreciation (TCAF) 3.2 $28M 742k 38.22
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.5 $22M 673k 32.62
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.4 $21M 419k 50.59
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 2.1 $18M 612k 29.55
Vanguard Index Fds Value Etf (VTV) 2.0 $18M 92k 190.99
Procter & Gamble Company (PG) 1.9 $17M 116k 143.31
Apple (AAPL) 1.9 $17M 61k 271.86
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.8 $16M 355k 44.47
T Rowe Price Etf Price Blue Chip (TCHP) 1.7 $15M 297k 49.86
T Rowe Price Etf Small Mid Cap (TMSL) 1.4 $12M 346k 35.90
Microsoft Corporation (MSFT) 1.4 $12M 26k 483.62
Capital Group International SHS (CGIC) 1.4 $12M 375k 32.50
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 1.4 $12M 352k 34.65
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 1.4 $12M 456k 26.01
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $12M 157k 74.07
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $11M 111k 99.88
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.3 $11M 184k 59.93
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.2 $11M 381k 27.62
Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.2 $10M 232k 44.50
Broadcom (AVGO) 1.2 $10M 29k 346.10
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $9.7M 44k 219.78
T Rowe Price Etf Us High Yield (THYF) 1.1 $9.6M 183k 52.25
NVIDIA Corporation (NVDA) 0.9 $8.3M 44k 186.50
Victory Portfolios Ii Core Intermediat (UITB) 0.9 $8.0M 170k 47.35
Alphabet Cap Stk Cl C (GOOG) 0.9 $7.9M 25k 313.80
Amazon (AMZN) 0.8 $7.4M 32k 230.82
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 0.8 $6.9M 241k 28.84
JPMorgan Chase & Co. (JPM) 0.8 $6.7M 21k 322.23
Capital Group New Geography SHS (CGNG) 0.7 $5.8M 181k 31.93
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.6 $5.7M 276k 20.60
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $5.7M 86k 66.00
Meta Platforms Cl A (META) 0.6 $5.6M 8.4k 660.11
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.6 $5.4M 274k 19.74
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.6 $5.4M 274k 19.57
Cincinnati Financial Corporation (CINF) 0.5 $4.7M 29k 163.32
Raytheon Technologies Corp (RTX) 0.5 $4.6M 25k 183.40
Alphabet Cap Stk Cl A (GOOGL) 0.5 $4.5M 14k 313.00
Visa Com Cl A (V) 0.5 $4.3M 12k 350.72
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $4.2M 224k 18.84
Eli Lilly & Co. (LLY) 0.5 $4.1M 3.8k 1074.79
Ge Aerospace Com New (GE) 0.5 $4.1M 13k 308.03
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.5 $4.0M 236k 16.92
Home Depot (HD) 0.5 $4.0M 12k 344.09
Tesla Motors (TSLA) 0.3 $2.7M 6.0k 449.72
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $2.4M 91k 26.23
Goldman Sachs (GS) 0.3 $2.3M 2.6k 879.02
Cme (CME) 0.3 $2.2M 8.0k 273.09
American Express Company (AXP) 0.2 $2.2M 5.9k 369.97
Abbott Laboratories (ABT) 0.2 $2.1M 17k 125.29
McDonald's Corporation (MCD) 0.2 $2.0M 6.4k 305.64
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.9M 6.4k 303.89
First Financial Ban (FFBC) 0.2 $1.9M 76k 25.02
Nextera Energy (NEE) 0.2 $1.8M 23k 80.28
British Amern Tob Sponsored Adr (BTI) 0.2 $1.8M 32k 56.62
Abbvie (ABBV) 0.2 $1.8M 7.7k 228.49
Amgen (AMGN) 0.2 $1.7M 5.3k 327.30
Caterpillar (CAT) 0.2 $1.7M 3.0k 572.85
International Business Machines (IBM) 0.2 $1.7M 5.7k 296.24
Wal-Mart Stores (WMT) 0.2 $1.7M 15k 111.41
Linde SHS (LIN) 0.2 $1.7M 3.9k 426.40
Philip Morris International (PM) 0.2 $1.7M 11k 160.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.7M 2.4k 681.80
TJX Companies (TJX) 0.2 $1.6M 10k 153.61
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $1.5M 54k 27.38
S&p Global (SPGI) 0.2 $1.5M 2.8k 522.64
Duke Energy Corp Com New (DUK) 0.2 $1.4M 12k 117.21
Netflix (NFLX) 0.2 $1.4M 15k 93.76
Spdr Series Trust State Street Spd (BIL) 0.2 $1.4M 15k 91.38
Merck & Co (MRK) 0.2 $1.3M 13k 105.26
Bank of America Corporation (BAC) 0.2 $1.3M 24k 55.00
Carrier Global Corporation (CARR) 0.2 $1.3M 25k 52.84
Mastercard Incorporated Cl A (MA) 0.1 $1.2M 2.2k 570.97
Royal Caribbean Cruises (RCL) 0.1 $1.2M 4.4k 278.90
Marsh & McLennan Companies (MMC) 0.1 $1.2M 6.6k 185.52
Chevron Corporation (CVX) 0.1 $1.2M 7.9k 152.41
Uber Technologies (UBER) 0.1 $1.1M 14k 81.71
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.1M 23k 50.29
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $1.1M 7.0k 160.97
salesforce (CRM) 0.1 $1.1M 4.1k 264.88
Morgan Stanley Com New (MS) 0.1 $1.1M 5.9k 177.54
Tc Energy Corp (TRP) 0.1 $1.0M 19k 55.01
UnitedHealth (UNH) 0.1 $1.0M 3.1k 330.07
Micron Technology (MU) 0.1 $965k 3.4k 285.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $948k 1.9k 502.65
TransDigm Group Incorporated (TDG) 0.1 $922k 693.00 1329.85
PNC Financial Services (PNC) 0.1 $918k 4.4k 208.73
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $909k 2.0k 453.36
Coca-Cola Company (KO) 0.1 $907k 13k 69.91
Progressive Corporation (PGR) 0.1 $900k 4.0k 227.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $886k 31k 28.48
Exxon Mobil Corporation (XOM) 0.1 $878k 7.3k 120.33
Kroger (KR) 0.1 $842k 14k 62.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $834k 1.4k 614.35
Spdr Series Trust State Street Spd (SPLG) 0.1 $829k 10k 80.22
Intuitive Surgical Com New (ISRG) 0.1 $818k 1.4k 566.36
Automatic Data Processing (ADP) 0.1 $807k 3.1k 257.25
Union Pacific Corporation (UNP) 0.1 $777k 3.4k 231.31
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $768k 29k 26.34
Costco Wholesale Corporation (COST) 0.1 $739k 857.00 861.88
Constellation Energy (CEG) 0.1 $738k 2.1k 353.19
Sherwin-Williams Company (SHW) 0.1 $734k 2.3k 324.00
United Rentals (URI) 0.1 $731k 904.00 808.95
Anthem (ELV) 0.1 $729k 2.1k 350.48
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $723k 5.1k 141.49
Starbucks Corporation (SBUX) 0.1 $720k 8.5k 84.21
Eos Energy Enterprises Com Cl A (EOSE) 0.1 $716k 63k 11.46
Ge Vernova (GEV) 0.1 $699k 1.1k 653.59
Oracle Corporation (ORCL) 0.1 $695k 3.6k 194.90
Capital One Financial (COF) 0.1 $683k 2.8k 242.36
Welltower Inc Com reit (WELL) 0.1 $681k 3.7k 185.62
Aramark Hldgs (ARMK) 0.1 $669k 18k 36.86
Cisco Systems (CSCO) 0.1 $655k 8.5k 77.03
Applied Materials (AMAT) 0.1 $628k 2.4k 256.97
Verizon Communications (VZ) 0.1 $618k 15k 40.73
Lowe's Companies (LOW) 0.1 $611k 2.5k 241.18
Northrop Grumman Corporation (NOC) 0.1 $597k 1.0k 570.03
Agnico (AEM) 0.1 $573k 3.4k 169.53
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $561k 11k 50.94
Alnylam Pharmaceuticals (ALNY) 0.1 $561k 1.4k 397.65
Danaher Corporation (DHR) 0.1 $554k 2.4k 228.90
Johnson & Johnson (JNJ) 0.1 $550k 2.7k 206.92
Pepsi (PEP) 0.1 $540k 3.8k 143.54
Thermo Fisher Scientific (TMO) 0.1 $533k 919.00 579.48
Kla Corp Com New (KLAC) 0.1 $530k 436.00 1215.72
Marathon Petroleum Corp (MPC) 0.1 $518k 3.2k 162.64
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $513k 6.0k 85.37
Boeing Company (BA) 0.1 $500k 2.3k 217.12
Ishares Silver Tr Ishares (SLV) 0.1 $489k 7.6k 64.42
Palantir Technologies Cl A (PLTR) 0.1 $484k 2.7k 177.75
Cintas Corporation (CTAS) 0.1 $482k 2.6k 188.07
Equinix (EQIX) 0.1 $481k 627.00 766.54
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.1 $473k 12k 38.75
Qualcomm (QCOM) 0.1 $466k 2.7k 171.05
Bristol Myers Squibb (BMY) 0.1 $457k 8.5k 53.94
Cloudflare Cl A Com (NET) 0.1 $444k 2.3k 197.15
Charles Schwab Corporation (SCHW) 0.0 $434k 4.3k 99.92
Canadian Natural Resources (CNQ) 0.0 $430k 13k 33.85
Truist Financial Corp equities (TFC) 0.0 $428k 8.7k 49.21
Freeport-mcmoran CL B (FCX) 0.0 $428k 8.4k 50.79
Amplify Etf Tr Cwp Growth & Inc (QDVO) 0.0 $426k 15k 29.02
Texas Instruments Incorporated (TXN) 0.0 $425k 2.4k 173.47
CenterPoint Energy (CNP) 0.0 $422k 11k 38.34
Novo-nordisk A S Adr (NVO) 0.0 $414k 8.1k 50.88
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.0 $410k 13k 32.77
Schwab Strategic Tr Internl Divid (SCHY) 0.0 $407k 14k 29.82
Wells Fargo & Company (WFC) 0.0 $400k 4.3k 93.20
Gilead Sciences (GILD) 0.0 $399k 3.2k 122.73
ConocoPhillips (COP) 0.0 $399k 4.3k 93.61
Advanced Micro Devices (AMD) 0.0 $396k 1.9k 214.16
Amphenol Corp Cl A (APH) 0.0 $396k 2.9k 135.14
Innovator Etfs Trust Equity Defined P (ZSEP) 0.0 $391k 15k 26.78
Chubb (CB) 0.0 $389k 1.2k 312.12
Ies Hldgs (IESC) 0.0 $383k 984.00 389.02
Astrazeneca Sponsored Adr (AZN) 0.0 $379k 4.1k 91.93
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 0.0 $373k 7.5k 49.56
Air Products & Chemicals (APD) 0.0 $373k 1.5k 247.00
Spdr Gold Tr Gold Shs (GLD) 0.0 $366k 924.00 396.31
CVS Caremark Corporation (CVS) 0.0 $366k 4.6k 79.36
Asml Holding N V N Y Registry Shs (ASML) 0.0 $358k 335.00 1069.86
PG&E Corporation (PCG) 0.0 $349k 22k 16.07
Mondelez Intl Cl A (MDLZ) 0.0 $348k 6.5k 53.83
Altria (MO) 0.0 $344k 6.0k 57.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $343k 1.0k 335.29
Innovator Etfs Trust Equity Defined P (ZJUL) 0.0 $340k 12k 29.06
General Dynamics Corporation (GD) 0.0 $339k 1.0k 336.66
Kkr & Co (KKR) 0.0 $334k 2.6k 127.50
Accenture Plc Ireland Shs Class A (ACN) 0.0 $331k 1.2k 268.30
Comcast Corp Cl A (CMCSA) 0.0 $315k 11k 29.89
MercadoLibre (MELI) 0.0 $312k 155.00 2014.26
Clorox Company (CLX) 0.0 $312k 3.1k 100.83
Chipotle Mexican Grill (CMG) 0.0 $303k 8.2k 37.00
Hilton Worldwide Holdings (HLT) 0.0 $294k 1.0k 287.17
Sempra Energy (SRE) 0.0 $293k 3.3k 88.29
LCNB (LCNB) 0.0 $291k 18k 16.39
Arthur J. Gallagher & Co. (AJG) 0.0 $283k 1.1k 258.86
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.0 $281k 5.9k 47.98
American Intl Group Com New (AIG) 0.0 $277k 3.2k 85.55
Allegheny Technologies Incorporated (ATI) 0.0 $277k 2.4k 114.76
Us Bancorp Del Com New (USB) 0.0 $277k 5.2k 53.36
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $269k 3.3k 82.02
Strategy Cl A New (MSTR) 0.0 $266k 1.8k 151.95
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $264k 2.2k 120.19
Chesapeake Energy Corp (EXE) 0.0 $257k 2.3k 110.36
Lockheed Martin Corporation (LMT) 0.0 $257k 530.00 483.90
Servicenow (NOW) 0.0 $253k 1.6k 153.19
Walt Disney Company (DIS) 0.0 $252k 2.2k 113.75
Pfizer (PFE) 0.0 $252k 10k 24.90
Intel Corporation (INTC) 0.0 $242k 6.6k 36.90
L3harris Technologies (LHX) 0.0 $237k 807.00 293.57
Atmos Energy Corporation (ATO) 0.0 $234k 1.4k 167.63
Fs Kkr Capital Corp (FSK) 0.0 $230k 16k 14.81
Baker Hughes Company Cl A (BKR) 0.0 $223k 4.9k 45.54
Honeywell International (HON) 0.0 $223k 1.1k 195.07
Constellation Brands Cl A (STZ) 0.0 $218k 1.6k 137.96
Ingersoll Rand (IR) 0.0 $211k 2.7k 79.22
Medtronic SHS (MDT) 0.0 $205k 2.1k 96.08
Citigroup Com New (C) 0.0 $204k 1.7k 116.69
American Financial (AFG) 0.0 $202k 1.5k 136.69
Stryker Corporation (SYK) 0.0 $200k 570.00 351.47
Cenovus Energy (CVE) 0.0 $182k 11k 16.92
Aurora Innovation Class A Com (AUR) 0.0 $67k 17k 3.84