Souders Financial Advisors

Souders Financial Advisors as of March 31, 2026

Portfolio Holdings for Souders Financial Advisors

Souders Financial Advisors holds 216 positions in its portfolio as reported in the March 2026 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) 8.2 $72M 3.2M 22.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.1 $54M 90k 597.55
Capital Group Dividend Value Shs Creation Uni (CGDV) 4.9 $43M 1.0M 42.54
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.5 $40M 513k 77.11
Capital Group Core Equity Et Shs Creation Uni (CGUS) 4.4 $38M 996k 38.42
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.7 $33M 1.1M 30.68
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.5 $31M 672k 45.62
T Rowe Price Etf Cap Appreciation (TCAF) 3.2 $28M 777k 35.59
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.5 $22M 427k 50.61
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.3 $20M 687k 29.13
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 2.1 $18M 623k 29.49
Vanguard Index Fds Value Etf (VTV) 2.1 $18M 93k 196.20
Procter & Gamble Company (PG) 2.0 $18M 122k 144.44
Apple (AAPL) 1.8 $16M 62k 253.79
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.8 $15M 384k 40.19
Capital Group Conservative E SHS (CGCV) 1.6 $14M 469k 29.81
T Rowe Price Etf Price Blue Chip (TCHP) 1.6 $14M 310k 44.18
T Rowe Price Etf Small Mid Cap (TMSL) 1.5 $13M 356k 36.67
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 1.4 $13M 490k 25.79
Capital Group International SHS (CGIC) 1.4 $12M 361k 33.11
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 1.3 $12M 347k 33.37
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $11M 154k 73.64
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.3 $11M 414k 27.23
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.3 $11M 188k 59.55
Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.2 $11M 240k 44.85
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $11M 107k 99.27
Microsoft Corporation (MSFT) 1.2 $10M 28k 370.18
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $9.7M 45k 215.06
T Rowe Price Etf Us High Yield (THYF) 1.1 $9.6M 188k 51.01
Broadcom (AVGO) 1.1 $9.5M 31k 309.51
NVIDIA Corporation (NVDA) 1.0 $8.7M 50k 174.40
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 1.0 $8.4M 288k 29.36
Victory Portfolios Ii Core Intermediat (UITB) 0.9 $8.3M 177k 47.02
Alphabet Cap Stk Cl C (GOOG) 0.9 $7.6M 26k 286.86
Amazon (AMZN) 0.8 $7.3M 35k 208.27
JPMorgan Chase & Co. (JPM) 0.7 $6.1M 21k 294.15
Capital Group New Geography SHS (CGNG) 0.7 $6.0M 190k 31.57
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.6 $5.7M 278k 20.42
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $5.7M 84k 67.53
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.6 $5.4M 277k 19.62
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.6 $5.4M 276k 19.53
Meta Platforms Cl A (META) 0.5 $4.8M 8.3k 572.10
Cincinnati Financial Corporation (CINF) 0.5 $4.6M 29k 157.35
Raytheon Technologies Corp (RTX) 0.5 $4.5M 23k 192.90
Alphabet Cap Stk Cl A (GOOGL) 0.5 $4.4M 15k 287.56
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $4.2M 227k 18.66
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.5 $4.1M 244k 16.72
Eli Lilly & Co. (LLY) 0.4 $3.9M 4.2k 919.74
Home Depot (HD) 0.4 $3.7M 11k 328.88
Ge Aerospace Com New (GE) 0.4 $3.6M 13k 283.78
Visa Com Cl A (V) 0.4 $3.5M 12k 302.23
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $2.3M 6.8k 337.95
Tesla Motors (TSLA) 0.3 $2.3M 6.2k 371.75
Nextera Energy (NEE) 0.2 $2.2M 23k 92.88
Goldman Sachs (GS) 0.2 $2.1M 2.5k 846.16
Linde SHS (LIN) 0.2 $2.1M 4.3k 495.81
Philip Morris International (PM) 0.2 $2.1M 13k 165.34
First Financial Ban (FFBC) 0.2 $2.1M 75k 27.88
British Amern Tob Sponsored Adr (BTI) 0.2 $2.0M 35k 58.47
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $2.0M 80k 25.10
Wal-Mart Stores (WMT) 0.2 $2.0M 16k 124.28
Chevron Corporation (CVX) 0.2 $2.0M 9.6k 206.90
McDonald's Corporation (MCD) 0.2 $2.0M 6.3k 310.79
Amgen (AMGN) 0.2 $1.9M 5.4k 351.87
Abbvie (ABBV) 0.2 $1.7M 8.0k 217.50
Caterpillar (CAT) 0.2 $1.7M 2.4k 708.50
American Express Company (AXP) 0.2 $1.7M 5.7k 302.46
Netflix (NFLX) 0.2 $1.7M 18k 96.15
Duke Energy Corp Com New (DUK) 0.2 $1.6M 13k 130.94
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $1.6M 60k 27.15
TJX Companies (TJX) 0.2 $1.6M 9.9k 159.69
Abbott Laboratories (ABT) 0.2 $1.6M 15k 102.67
Exxon Mobil Corporation (XOM) 0.2 $1.5M 8.7k 169.67
Spdr Series Trust State Street Spd (SPYM) 0.2 $1.4M 18k 76.54
Royal Caribbean Cruises (RCL) 0.2 $1.4M 5.0k 275.20
Carrier Global Corporation (CARR) 0.2 $1.3M 24k 56.31
Mastercard Incorporated Cl A (MA) 0.2 $1.3M 2.7k 499.72
Cme (CME) 0.1 $1.3M 4.4k 295.35
Merck & Co (MRK) 0.1 $1.3M 11k 120.29
International Business Machines (IBM) 0.1 $1.3M 5.2k 242.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.2M 25k 49.89
S&p Global (SPGI) 0.1 $1.2M 2.9k 425.38
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $1.2M 1.8k 650.22
Uber Technologies (UBER) 0.1 $1.2M 17k 71.93
Bank of America Corporation (BAC) 0.1 $1.1M 23k 48.75
Cisco Systems (CSCO) 0.1 $1.1M 14k 77.59
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.1M 2.5k 446.54
UnitedHealth (UNH) 0.1 $1.1M 4.1k 270.62
Applied Materials (AMAT) 0.1 $1.1M 3.2k 341.76
Marsh & McLennan Companies (MRSH) 0.1 $1000k 5.8k 173.44
Ge Vernova (GEV) 0.1 $997k 1.1k 872.93
Coca-Cola Company (KO) 0.1 $990k 13k 76.05
Starbucks Corporation (SBUX) 0.1 $982k 11k 89.59
Tc Energy Corp (TRP) 0.1 $976k 16k 62.60
Micron Technology (MU) 0.1 $974k 2.9k 337.82
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $967k 37k 26.28
Kroger (KR) 0.1 $958k 13k 72.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $944k 2.0k 479.20
Morgan Stanley Com New (MS) 0.1 $943k 5.7k 164.56
PNC Financial Services (PNC) 0.1 $943k 4.5k 208.09
Progressive Corporation (PGR) 0.1 $929k 4.7k 198.24
Costco Wholesale Corporation (COST) 0.1 $899k 902.00 996.95
Spdr Series Trust State Street Spd (BIL) 0.1 $893k 9.7k 91.64
TransDigm Group Incorporated (TDG) 0.1 $888k 766.00 1158.96
FedEx Corporation (FDX) 0.1 $879k 2.5k 356.22
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.1 $849k 19k 44.61
Agnico (AEM) 0.1 $802k 4.0k 202.98
Welltower Inc Com reit (WELL) 0.1 $794k 4.0k 197.72
Mondelez Intl Cl A (MDLZ) 0.1 $789k 14k 57.64
salesforce (CRM) 0.1 $785k 4.2k 186.66
Johnson & Johnson (JNJ) 0.1 $783k 3.2k 244.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $778k 1.3k 577.34
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $772k 6.5k 118.62
Northrop Grumman Corporation (NOC) 0.1 $767k 1.1k 682.07
Medtronic SHS (MDT) 0.1 $763k 8.8k 86.65
Union Pacific Corporation (UNP) 0.1 $738k 3.0k 242.61
Automatic Data Processing (ADP) 0.1 $690k 3.4k 203.19
Canadian Natural Resources (CNQ) 0.1 $688k 14k 48.73
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $687k 24k 29.08
Sherwin-Williams Company (SHW) 0.1 $681k 2.1k 320.52
Verizon Communications (VZ) 0.1 $668k 13k 50.20
Kla Corp Com New (KLAC) 0.1 $659k 447.00 1473.21
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $655k 13k 50.98
Oracle Corporation (ORCL) 0.1 $638k 4.3k 147.10
Lowe's Companies (LOW) 0.1 $620k 2.6k 236.29
ConocoPhillips (COP) 0.1 $611k 4.6k 132.01
Aramark Hldgs (ARMK) 0.1 $607k 15k 40.54
Pepsi (PEP) 0.1 $596k 3.8k 155.29
Air Products & Chemicals (APD) 0.1 $593k 2.0k 290.50
Anthem (ELV) 0.1 $593k 2.0k 292.81
United Rentals (URI) 0.1 $584k 802.00 728.21
Marathon Petroleum Corp (MPC) 0.1 $559k 2.3k 244.20
Comcast Corp Cl A (CMCSA) 0.1 $559k 20k 28.71
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $557k 6.0k 92.69
Gilead Sciences (GILD) 0.1 $552k 4.0k 139.36
Constellation Energy (CEG) 0.1 $551k 2.0k 279.20
Equinix (EQIX) 0.1 $549k 560.00 980.08
Ishares Silver Tr Ishares (SLV) 0.1 $546k 8.0k 68.14
Alnylam Pharmaceuticals (ALNY) 0.1 $544k 1.6k 330.87
Thermo Fisher Scientific (TMO) 0.1 $519k 1.1k 491.55
Amphenol Corp Cl A (APH) 0.1 $511k 4.0k 126.35
Capital Group Core Balanced SHS (CGBL) 0.1 $504k 15k 34.41
Bristol Myers Squibb (BMY) 0.1 $491k 8.1k 60.65
Ies Hldgs (IESC) 0.1 $479k 1.0k 476.47
Norfolk Southern (NSC) 0.1 $475k 1.7k 287.04
Amplify Etf Tr Cwp Growth & Inc (QDVO) 0.1 $461k 17k 26.65
Wells Fargo & Company (WFC) 0.1 $461k 5.8k 79.61
Altria (MO) 0.1 $460k 7.0k 65.99
Cloudflare Cl A Com (NET) 0.1 $452k 2.2k 206.34
Freeport Mcmoran CL B (FCX) 0.1 $452k 7.7k 58.78
Palantir Technologies Cl A (PLTR) 0.1 $449k 3.1k 146.28
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.1 $447k 12k 38.30
Chubb (CB) 0.1 $447k 1.4k 325.93
Intel Corporation (INTC) 0.1 $446k 10k 44.13
Advanced Micro Devices (AMD) 0.1 $439k 2.2k 203.43
CenterPoint Energy (CNP) 0.0 $436k 10k 43.16
Charles Schwab Corporation (SCHW) 0.0 $435k 4.6k 93.97
Cintas Corporation (CTAS) 0.0 $432k 2.6k 169.12
Danaher Corporation (DHR) 0.0 $428k 2.3k 189.58
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $416k 315.00 1320.83
Astrazeneca Ord (AZN) 0.0 $395k 2.0k 197.22
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.0 $395k 12k 33.37
Texas Instruments Incorporated (TXN) 0.0 $395k 2.0k 194.10
Innovator Etfs Trust Equity Defined P (ZSEP) 0.0 $390k 15k 26.72
General Dynamics Corporation (GD) 0.0 $383k 1.1k 343.22
Lockheed Martin Corporation (LMT) 0.0 $361k 598.00 604.16
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 0.0 $361k 7.5k 48.00
Atmos Energy Corporation (ATO) 0.0 $358k 1.9k 184.72
MercadoLibre (MELI) 0.0 $356k 206.00 1729.02
CVS Caremark Corporation (CVS) 0.0 $349k 4.9k 71.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $349k 1.1k 320.91
Capital One Financial (COF) 0.0 $346k 1.9k 182.40
Innovator Etfs Trust Equity Defined P (ZJUL) 0.0 $340k 12k 29.07
Schwab Strategic Tr Internl Divid (SCHY) 0.0 $338k 11k 31.66
Sempra Energy (SRE) 0.0 $335k 3.5k 97.16
Boeing Company (BA) 0.0 $334k 1.7k 199.03
Dominion Resources (D) 0.0 $327k 5.3k 61.82
Hilton Worldwide Holdings (HLT) 0.0 $313k 1.0k 304.00
PG&E Corporation (PCG) 0.0 $312k 18k 17.57
Baker Hughes Company Cl A (BKR) 0.0 $303k 5.0k 61.05
International Paper Company (IP) 0.0 $301k 8.4k 35.70
Innovator Etfs Trust Equity Defined P (ZMAR) 0.0 $298k 11k 27.59
Ingersoll Rand (IR) 0.0 $297k 3.7k 80.12
Novo-nordisk A S Adr (NVO) 0.0 $297k 8.1k 36.75
Innovator Etfs Trust Equity Def Protn (ZFEB) 0.0 $294k 12k 25.39
Qualcomm (QCOM) 0.0 $293k 2.3k 128.77
Honeywell International (HON) 0.0 $291k 1.3k 226.04
Pfizer (PFE) 0.0 $288k 10k 28.08
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.0 $287k 5.9k 48.98
Kkr & Co (KKR) 0.0 $284k 3.1k 92.51
Us Bancorp Com New (USB) 0.0 $284k 5.5k 52.01
L3harris Technologies (LHX) 0.0 $278k 805.00 345.15
LCNB (LCNB) 0.0 $277k 18k 15.59
Allegheny Technologies Incorporated (ATI) 0.0 $274k 1.9k 145.46
Chesapeake Energy Corp (EXE) 0.0 $264k 2.4k 109.78
Truist Financial Corp equities (TFC) 0.0 $263k 5.7k 45.97
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $256k 2.1k 124.34
Totalenergies Se Act (TTE) 0.0 $249k 2.7k 90.98
Arthur J. Gallagher & Co. (AJG) 0.0 $247k 1.1k 216.64
Corning Incorporated (GLW) 0.0 $236k 1.7k 135.94
Intuitive Surgical Com New (ISRG) 0.0 $227k 492.00 460.99
Arista Networks Com Shs (ANET) 0.0 $225k 1.8k 122.78
Viking Holdings Ord Shs (VIK) 0.0 $224k 3.0k 73.48
Deere & Company (DE) 0.0 $223k 396.00 563.64
Apollo Global Mgmt (APO) 0.0 $220k 2.0k 111.43
Enbridge (ENB) 0.0 $220k 4.1k 54.14
Halliburton Company (HAL) 0.0 $217k 5.6k 38.99
Clorox Company (CLX) 0.0 $216k 2.1k 103.63
Walt Disney Company (DIS) 0.0 $216k 2.2k 96.37
Citigroup Com New (C) 0.0 $215k 1.9k 113.41
Xpo Logistics Inc equity (XPO) 0.0 $213k 1.1k 194.55
Carvana Cl A (CVNA) 0.0 $206k 654.00 314.38
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $205k 2.9k 71.18
Fs Kkr Capital Corp (FSK) 0.0 $163k 16k 10.18
Eos Energy Enterprises Com Cl A (EOSE) 0.0 $90k 18k 4.96
Aurora Innovation Class A Com (AUR) 0.0 $74k 18k 4.12