Souders Financial Advisors

Souders Financial Advisors as of June 30, 2026

Portfolio Holdings for Souders Financial Advisors

Souders Financial Advisors holds 224 positions in its portfolio as reported in the June 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) 7.7 $77M 3.4M 22.29
Capital Group Dividend Value Shs Creat Unit (CGDV) 5.1 $51M 1.0M 49.28
Capital Group Core Equity Et Shs Creat Unit (CGUS) 4.7 $47M 1.1M 44.48
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.5 $45M 521k 85.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.1 $41M 59k 686.81
T Rowe Price Exchange-traded Cap Appreciation (TCAF) 3.3 $33M 810k 41.10
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.3 $33M 713k 45.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.8 $28M 887k 31.71
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.8 $28M 819k 33.84
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.3 $23M 456k 50.57
Spdr Series Trust St Str P500etf (SPYM) 2.3 $23M 258k 87.88
Capital Group Growth Etf Shs Creat Unit (CGGR) 2.2 $22M 456k 47.20
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) 2.1 $21M 617k 34.62
Vanguard Index Fds Value Etf (VTV) 2.0 $20M 90k 217.93
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.9 $19M 314k 58.98
Procter & Gamble Company (PG) 1.9 $19M 126k 146.64
Apple (AAPL) 1.8 $18M 63k 289.36
Capital Group Conservative E SHS (CGCV) 1.7 $17M 511k 32.82
T Rowe Price Exchange-traded Price Blue Chip (TCHP) 1.6 $16M 322k 50.09
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 1.6 $16M 367k 42.33
T Rowe Price Exchange-traded Small Mid Cap (TMSL) 1.5 $15M 349k 43.85
Ishares Tr 0-3 Mth Treasury (SGOV) 1.5 $15M 148k 100.67
Vanguard Malvern Fds Core Bd Etf (VCRB) 1.4 $14M 183k 77.23
Capital Group International SHS (CGIC) 1.4 $14M 384k 36.39
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 1.4 $14M 527k 25.73
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.2 $12M 442k 27.33
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $12M 163k 73.41
Broadcom (AVGO) 1.2 $12M 31k 377.75
Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.2 $12M 253k 45.70
NVIDIA Corporation (NVDA) 1.1 $11M 57k 200.09
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $11M 47k 236.62
Microsoft Corporation (MSFT) 1.1 $11M 28k 373.02
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) 1.0 $10M 306k 32.97
Alphabet Cap Stk Cl C (GOOG) 0.9 $9.4M 27k 353.34
T Rowe Price Exchange-traded Us High Yield (THYF) 0.9 $9.2M 179k 51.56
Victory Portfolios Ii Core Bd Etf (UITB) 0.9 $9.0M 193k 46.84
Amazon (AMZN) 0.9 $8.5M 36k 238.34
Capital Group New Geography SHS (CGNG) 0.8 $7.5M 200k 37.46
JPMorgan Chase & Co. (JPM) 0.7 $6.8M 21k 327.33
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $6.5M 84k 77.11
Alphabet Cap Stk Cl A (GOOGL) 0.6 $5.8M 16k 357.38
Cincinnati Financial Corporation (CINF) 0.5 $5.4M 29k 185.14
Meta Platforms Cl A (META) 0.5 $5.3M 9.4k 563.28
Eli Lilly & Co. (LLY) 0.5 $5.1M 4.2k 1199.51
Ge Aerospace Com New (GE) 0.5 $4.6M 12k 373.72
Raytheon Technologies Corp (RTX) 0.4 $3.8M 20k 189.73
Visa Com Cl A (V) 0.4 $3.6M 11k 343.08
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $3.5M 7.4k 477.57
Home Depot (HD) 0.4 $3.5M 10k 352.69
Micron Technology (MU) 0.3 $3.2M 2.7k 1154.49
Caterpillar (CAT) 0.3 $2.6M 2.4k 1064.98
First Financial Ban (FFBC) 0.3 $2.5M 75k 33.83
Goldman Sachs (GS) 0.3 $2.5M 2.5k 1011.38
Tesla Motors (TSLA) 0.2 $2.5M 5.9k 420.60
Philip Morris International (PM) 0.2 $2.4M 13k 180.91
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $2.2M 77k 28.96
Linde SHS (LIN) 0.2 $2.2M 4.2k 518.89
British Amern Tob Sponsored Adr (BTI) 0.2 $2.1M 34k 61.76
Applied Materials (AMAT) 0.2 $2.1M 2.9k 722.94
Abbvie (ABBV) 0.2 $2.1M 8.2k 251.64
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $2.1M 21k 98.98
Nextera Energy (NEE) 0.2 $2.1M 23k 87.77
Cisco Systems (CSCO) 0.2 $1.9M 16k 117.46
Amgen (AMGN) 0.2 $1.8M 5.1k 362.11
Wal-Mart Stores (WMT) 0.2 $1.8M 16k 113.26
Royal Caribbean Cruises (RCL) 0.2 $1.7M 5.4k 317.51
Carrier Global Corporation (CARR) 0.2 $1.7M 23k 73.35
UnitedHealth (UNH) 0.2 $1.7M 4.1k 415.59
Chevron Corporation (CVX) 0.2 $1.7M 10k 165.76
Intel Corporation (INTC) 0.2 $1.7M 12k 139.63
American Express Company (AXP) 0.2 $1.6M 4.8k 338.24
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 0.2 $1.6M 59k 27.47
Merck & Co (MRK) 0.2 $1.6M 12k 128.50
McDonald's Corporation (MCD) 0.2 $1.6M 5.8k 270.31
Duke Energy Corp Com New (DUK) 0.2 $1.6M 12k 126.58
Kla Corp Com New (KLAC) 0.1 $1.5M 4.9k 301.73
Mastercard Incorporated Cl A (MA) 0.1 $1.5M 2.9k 513.66
TJX Companies (TJX) 0.1 $1.4M 9.5k 151.50
Ge Vernova (GEV) 0.1 $1.4M 1.2k 1174.91
International Business Machines (IBM) 0.1 $1.4M 4.9k 281.24
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $1.4M 1.8k 746.74
Uber Technologies (UBER) 0.1 $1.4M 19k 72.16
Bank of America Corporation (BAC) 0.1 $1.3M 24k 56.98
Advanced Micro Devices (AMD) 0.1 $1.3M 2.3k 580.91
Morgan Stanley Com New (MS) 0.1 $1.3M 6.2k 209.03
Netflix (NFLX) 0.1 $1.3M 18k 71.40
Coca-Cola Company (KO) 0.1 $1.3M 16k 81.27
Cme (CME) 0.1 $1.3M 5.8k 220.85
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.2M 2.5k 496.73
Exxon Mobil Corporation (XOM) 0.1 $1.2M 8.9k 136.73
Starbucks Corporation (SBUX) 0.1 $1.2M 12k 102.19
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.1 $1.2M 15k 76.40
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.1 $1.2M 13k 91.64
Abbott Laboratories (ABT) 0.1 $1.2M 13k 90.74
S&p Global (SPGI) 0.1 $1.1M 2.7k 407.30
PNC Financial Services (PNC) 0.1 $1.0M 4.2k 246.25
TransDigm Group Incorporated (TDG) 0.1 $1.0M 771.00 1332.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.0M 1.4k 736.56
Freeport Mcmoran CL B (FCX) 0.1 $1000k 16k 62.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1000k 2.0k 500.39
Tc Energy Corp (TRP) 0.1 $975k 15k 66.29
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM) 0.1 $971k 37k 26.39
Progressive Corporation (PGR) 0.1 $947k 4.3k 218.45
Welltower Inc Com reit (WELL) 0.1 $933k 4.1k 226.98
Amphenol Corp Cl A (APH) 0.1 $929k 5.3k 176.32
Marsh & McLennan Companies (MRSH) 0.1 $927k 5.6k 166.67
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.1 $924k 25k 37.58
Union Pacific Corporation (UNP) 0.1 $921k 3.4k 271.99
United Rentals (URI) 0.1 $869k 767.00 1132.35
FedEx Corporation (FDX) 0.1 $860k 2.7k 313.16
Costco Wholesale Corporation (COST) 0.1 $851k 909.00 935.98
Johnson & Johnson (JNJ) 0.1 $844k 3.3k 253.98
Automatic Data Processing (ADP) 0.1 $828k 3.7k 223.96
Anthem (ELV) 0.1 $820k 2.1k 386.80
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $815k 23k 36.13
Aramark Hldgs (ARMK) 0.1 $815k 14k 56.90
Mondelez Intl Cl A (MDLZ) 0.1 $797k 14k 57.84
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $778k 6.8k 114.18
Oracle Corporation (ORCL) 0.1 $771k 5.3k 146.54
Amplify Etf Tr Cwp Gro Inc Etf (QDVO) 0.1 $755k 25k 29.84
Kroger (KR) 0.1 $732k 13k 55.53
Sherwin-Williams Company (SHW) 0.1 $725k 2.1k 344.30
Capital Group Core Balanced SHS (CGBL) 0.1 $681k 18k 37.96
Corning Incorporated (GLW) 0.1 $670k 2.6k 255.40
Wells Fargo & Company (WFC) 0.1 $660k 8.0k 82.64
Norfolk Southern (NSC) 0.1 $658k 2.1k 314.63
Ies Hldgs (IESC) 0.1 $654k 890.00 734.66
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $635k 319.00 1989.44
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $626k 12k 51.00
Agnico (AEM) 0.1 $626k 4.0k 155.13
Marathon Petroleum Corp (MPC) 0.1 $595k 2.3k 255.63
Texas Instruments Incorporated (TXN) 0.1 $583k 2.0k 298.11
CVS Caremark Corporation (CVS) 0.1 $574k 5.5k 103.45
Verizon Communications (VZ) 0.1 $567k 13k 42.34
Lowe's Companies (LOW) 0.1 $561k 2.5k 220.47
Equinix (EQIX) 0.1 $559k 536.00 1042.90
Thermo Fisher Scientific (TMO) 0.1 $558k 1.1k 501.39
Cloudflare Cl A Com (NET) 0.1 $555k 2.3k 245.28
CenterPoint Energy (CNP) 0.1 $553k 13k 44.04
Canadian Natural Resources (CNQ) 0.1 $548k 14k 39.50
Archer Daniels Midland Company (ADM) 0.1 $534k 7.0k 76.40
Alnylam Pharmaceuticals (ALNY) 0.1 $533k 1.8k 301.03
Altria (MO) 0.1 $531k 7.4k 71.95
Air Products & Chemicals (APD) 0.1 $528k 1.8k 293.20
Northrop Grumman Corporation (NOC) 0.1 $517k 1.0k 509.38
salesforce (CRM) 0.1 $498k 3.2k 156.67
Constellation Energy (CEG) 0.0 $490k 2.0k 248.34
Pepsi (PEP) 0.0 $485k 3.6k 135.40
MercadoLibre (MELI) 0.0 $479k 282.00 1697.39
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP) 0.0 $477k 15k 32.47
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.0 $476k 12k 40.77
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $465k 5.9k 79.42
Palo Alto Networks (PANW) 0.0 $457k 1.3k 341.02
Qualcomm (QCOM) 0.0 $451k 2.4k 184.78
Boeing Company (BA) 0.0 $438k 2.0k 216.47
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $437k 1.2k 369.91
Cintas Corporation (CTAS) 0.0 $431k 2.5k 170.05
Dominion Resources (D) 0.0 $429k 6.3k 68.29
Us Bancorp Com New (USB) 0.0 $421k 7.0k 60.40
Danaher Corporation (DHR) 0.0 $417k 2.2k 190.47
Gilead Sciences (GILD) 0.0 $407k 3.2k 126.33
ConocoPhillips (COP) 0.0 $404k 3.9k 103.96
Innovator Etfs Trust Equi Defi Sept (ZSEP) 0.0 $402k 15k 27.56
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 0.0 $400k 7.5k 53.20
Bristol Myers Squibb (BMY) 0.0 $398k 6.9k 57.62
Charles Schwab Corporation (SCHW) 0.0 $395k 4.3k 92.28
Chubb (CB) 0.0 $387k 1.1k 340.74
Ishares Silver Tr Ishares (SLV) 0.0 $385k 7.2k 53.47
Capital One Financial (COF) 0.0 $382k 1.9k 200.57
Allegheny Technologies Incorporated (ATI) 0.0 $377k 1.9k 197.10
Western Digital (WDC) 0.0 $367k 574.00 638.72
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.0 $366k 10k 35.11
Astrazeneca Ord (AZN) 0.0 $366k 1.9k 189.62
Deere & Company (DE) 0.0 $359k 565.00 634.60
General Dynamics Corporation (GD) 0.0 $354k 999.00 354.24
Lockheed Martin Corporation (LMT) 0.0 $353k 692.00 509.56
Novo-nordisk A S Adr (NVO) 0.0 $352k 7.3k 47.94
Innovator Etfs Trust Equi Defi 1 July (ZJUL) 0.0 $351k 12k 29.97
Ishares Tr Core S&p500 Etf (IVV) 0.0 $350k 468.00 748.12
Palantir Technologies Cl A (PLTR) 0.0 $349k 3.0k 116.67
Viking Holdings Ord Shs (VIK) 0.0 $345k 3.3k 104.67
Arista Networks Com Shs (ANET) 0.0 $339k 2.0k 169.88
International Paper Company (IP) 0.0 $335k 8.8k 38.10
Crowdstrike Hldgs Cl A (CRWD) 0.0 $321k 421.00 763.14
Schwab Strategic Tr Internl Divid (SCHY) 0.0 $318k 10k 31.73
Carvana Cl A (CVNA) 0.0 $312k 4.7k 65.82
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.0 $312k 5.9k 53.26
LCNB (LCNB) 0.0 $306k 17k 17.59
Innovator Etfs Trust Equi Defi 1 Marc (ZMAR) 0.0 $305k 11k 28.21
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $304k 2.1k 148.30
Lam Research Corp Com New (LRCX) 0.0 $304k 701.00 433.35
Comcast Corp Cl A (CMCSA) 0.0 $303k 12k 24.55
Innovator Etfs Trust Equity Def Protn (ZFEB) 0.0 $301k 12k 25.98
PG&E Corporation (PCG) 0.0 $292k 17k 16.82
Kkr & Co (KKR) 0.0 $292k 3.2k 91.77
Truist Financial Corp equities (TFC) 0.0 $288k 5.8k 49.82
Atmos Energy Corporation (ATO) 0.0 $288k 1.7k 172.27
Fair Isaac Corporation (FICO) 0.0 $281k 235.00 1194.78
Arthur J. Gallagher & Co. (AJG) 0.0 $278k 1.2k 229.64
Hilton Worldwide Holdings (HLT) 0.0 $270k 817.00 330.36
Waste Management (WM) 0.0 $266k 1.2k 222.94
Delta Air Lines Com New (DAL) 0.0 $260k 2.8k 93.67
Marvell Technology (MRVL) 0.0 $256k 859.00 297.96
Citigroup Com New (C) 0.0 $255k 1.8k 139.93
Spdr Gold Tr Gold Shs (GLD) 0.0 $253k 688.00 368.38
Apollo Global Mgmt (APO) 0.0 $251k 2.1k 118.32
American Electric Power Company (AEP) 0.0 $248k 1.8k 136.82
Ingersoll Rand (IR) 0.0 $248k 3.0k 81.99
Pfizer (PFE) 0.0 $247k 10k 24.08
Sempra Energy (SRE) 0.0 $245k 2.6k 92.71
Walt Disney Company (DIS) 0.0 $241k 2.5k 96.24
Oneok (OKE) 0.0 $235k 2.7k 86.94
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $226k 12k 19.62
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $223k 1.3k 170.86
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $219k 11k 19.52
CSX Corporation (CSX) 0.0 $217k 4.6k 47.53
Totalenergies Se Act (TTE) 0.0 $213k 2.7k 77.76
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $212k 5.8k 36.87
SYNNEX Corporation (SNX) 0.0 $208k 777.00 267.43
Ftai Aviation SHS (FTAI) 0.0 $205k 758.00 270.53
Fedex Fght Hldg Common Stock (FDXF) 0.0 $205k 1.4k 151.00
Chipotle Mexican Grill (CMG) 0.0 $201k 5.9k 34.00
Aurora Innovation Class A Com (AUR) 0.0 $127k 19k 6.82
Eos Energy Enterprises Com Cl A (EOSE) 0.0 $112k 19k 5.88