Souders Financial Advisors

Souders Financial Advisors as of March 31, 2024

Portfolio Holdings for Souders Financial Advisors

Souders Financial Advisors holds 160 positions in its portfolio as reported in the March 2024 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) 7.4 $47M 2.1M 22.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.3 $34M 71k 480.70
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.0 $26M 423k 60.30
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.8 $24M 302k 80.63
Ishares Tr Core Us Aggbd Et (AGG) 3.8 $24M 244k 97.94
Capital Group Dividend Value Shs Creation Uni (CGDV) 3.7 $23M 714k 32.50
Capital Group Core Equity Et Shs Creation Uni (CGUS) 3.6 $23M 740k 31.16
Procter & Gamble Company (PG) 3.4 $22M 134k 162.25
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.6 $17M 180k 92.72
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.2 $14M 277k 50.45
Apple (AAPL) 2.0 $13M 75k 171.48
Schwab Strategic Tr Internl Divid (SCHY) 2.0 $13M 521k 24.26
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 1.9 $12M 459k 25.78
Microsoft Corporation (MSFT) 1.8 $12M 28k 420.72
T Rowe Price Etf Price Div Grwt (TDVG) 1.6 $10M 274k 38.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.6 $10M 209k 49.24
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.6 $10M 139k 72.63
Vanguard Specialized Funds Div App Etf (VIG) 1.4 $8.9M 49k 182.61
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.4 $8.7M 193k 45.31
Ishares Tr Core S&p Scp Etf (IJR) 1.4 $8.6M 78k 110.52
T Rowe Price Etf Price Blue Chip (TCHP) 1.2 $7.7M 218k 35.30
JPMorgan Chase & Co. (JPM) 1.1 $7.2M 36k 200.30
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 1.1 $6.9M 241k 28.80
Broadcom (AVGO) 1.1 $6.9M 5.2k 1325.48
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.1 $6.8M 214k 31.99
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.1 $6.7M 115k 58.55
Home Depot (HD) 1.0 $6.3M 17k 383.59
Visa Com Cl A (V) 0.9 $6.0M 21k 279.08
T Rowe Price Etf Us High Yield (THYF) 0.9 $5.9M 113k 51.77
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.9 $5.8M 230k 25.39
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.9 $5.7M 211k 27.04
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.9 $5.7M 147k 38.88
Amazon (AMZN) 0.9 $5.6M 31k 180.38
UnitedHealth (UNH) 0.9 $5.5M 11k 494.72
Alphabet Cap Stk Cl C (GOOG) 0.8 $5.3M 35k 152.26
Novo-nordisk A S Adr (NVO) 0.8 $5.1M 40k 128.40
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $5.1M 83k 61.05
Abbott Laboratories (ABT) 0.7 $4.7M 42k 113.66
Carrier Global Corporation (CARR) 0.7 $4.6M 79k 58.13
ConocoPhillips (COP) 0.7 $4.3M 33k 127.28
Linde SHS (LIN) 0.6 $4.0M 8.6k 464.33
Hilton Worldwide Holdings (HLT) 0.6 $4.0M 19k 213.31
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.6 $3.8M 199k 19.29
Abbvie (ABBV) 0.6 $3.8M 21k 182.10
Canadian Natural Resources (CNQ) 0.6 $3.8M 49k 76.32
Marsh & McLennan Companies (MMC) 0.6 $3.7M 18k 205.99
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $3.7M 45k 81.43
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.6 $3.6M 188k 19.21
Cincinnati Financial Corporation (CINF) 0.6 $3.6M 29k 124.17
Raytheon Technologies Corp (RTX) 0.6 $3.6M 37k 97.53
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.6 $3.6M 174k 20.43
PNC Financial Services (PNC) 0.6 $3.5M 22k 161.60
Aramark Hldgs (ARMK) 0.5 $3.3M 103k 32.52
Comcast Corp Cl A (CMCSA) 0.5 $3.3M 77k 43.35
Tc Energy Corp (TRP) 0.5 $3.3M 83k 40.20
Yum! Brands (YUM) 0.5 $3.3M 24k 138.65
Equinix (EQIX) 0.5 $3.3M 4.0k 825.34
Astrazeneca Sponsored Adr (AZN) 0.5 $3.2M 48k 67.75
Texas Instruments Incorporated (TXN) 0.5 $3.1M 18k 174.21
PG&E Corporation (PCG) 0.5 $3.0M 182k 16.76
Mondelez Intl Cl A (MDLZ) 0.5 $3.0M 43k 70.00
Lauder Estee Cos Cl A (EL) 0.5 $3.0M 20k 154.15
Meta Platforms Cl A (META) 0.5 $2.9M 6.0k 485.55
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.4 $2.6M 143k 18.30
Eli Lilly & Co. (LLY) 0.4 $2.5M 3.2k 777.91
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.4 $2.5M 123k 20.07
NVIDIA Corporation (NVDA) 0.3 $1.9M 2.1k 903.70
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $1.7M 19k 91.80
Wal-Mart Stores (WMT) 0.3 $1.6M 27k 60.17
First Financial Ban (FFBC) 0.3 $1.6M 73k 22.42
Chevron Corporation (CVX) 0.2 $1.6M 10k 157.75
Goldman Sachs (GS) 0.2 $1.6M 3.8k 417.65
Danaher Corporation (DHR) 0.2 $1.6M 6.3k 249.71
McDonald's Corporation (MCD) 0.2 $1.5M 5.5k 281.97
S&p Global (SPGI) 0.2 $1.5M 3.6k 425.50
Bank of America Corporation (BAC) 0.2 $1.5M 40k 37.92
Nextera Energy (NEE) 0.2 $1.5M 23k 63.91
Cme (CME) 0.2 $1.4M 6.6k 215.29
Chipotle Mexican Grill (CMG) 0.2 $1.4M 467.00 2906.77
Caterpillar (CAT) 0.2 $1.3M 3.6k 366.43
Asml Holding N V N Y Registry Shs (ASML) 0.2 $1.3M 1.4k 970.47
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.3M 25k 50.60
Anthem (ELV) 0.2 $1.2M 2.3k 518.65
Duke Energy Corp Com New (DUK) 0.2 $1.2M 12k 96.71
Dollar General (DG) 0.2 $1.2M 7.6k 156.06
Costco Wholesale Corporation (COST) 0.2 $1.1M 1.6k 732.47
Merck & Co (MRK) 0.2 $1.1M 8.0k 131.95
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $1.0M 38k 27.01
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.0M 7.4k 136.05
Tesla Motors (TSLA) 0.2 $975k 5.5k 175.80
EOG Resources (EOG) 0.2 $962k 7.5k 127.84
Sherwin-Williams Company (SHW) 0.1 $949k 2.7k 347.38
Adobe Systems Incorporated (ADBE) 0.1 $948k 1.9k 504.60
TransDigm Group Incorporated (TDG) 0.1 $945k 767.00 1231.60
Centene Corporation (CNC) 0.1 $934k 12k 78.48
Alphabet Cap Stk Cl A (GOOGL) 0.1 $919k 6.1k 150.93
Coca-Cola Company (KO) 0.1 $868k 14k 61.18
Shopify Cl A (SHOP) 0.1 $861k 11k 77.17
Netflix (NFLX) 0.1 $856k 1.4k 607.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $838k 1.6k 522.92
Cisco Systems (CSCO) 0.1 $837k 17k 49.91
Waste Connections (WCN) 0.1 $832k 4.8k 172.01
International Business Machines (IBM) 0.1 $828k 4.3k 190.97
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $823k 14k 57.86
Uber Technologies (UBER) 0.1 $819k 11k 76.99
Verizon Communications (VZ) 0.1 $816k 19k 41.96
Airbnb Com Cl A (ABNB) 0.1 $787k 4.8k 164.96
Automatic Data Processing (ADP) 0.1 $781k 3.1k 249.73
Amgen (AMGN) 0.1 $770k 2.7k 284.31
Jacobs Engineering Group (J) 0.1 $730k 4.7k 153.73
Marathon Petroleum Corp (MPC) 0.1 $676k 3.4k 201.47
Pepsi (PEP) 0.1 $631k 3.6k 175.01
Lowe's Companies (LOW) 0.1 $620k 2.4k 254.76
Freeport-mcmoran CL B (FCX) 0.1 $603k 13k 47.02
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $585k 1.4k 418.01
EQT Corporation (EQT) 0.1 $584k 16k 37.07
Deere & Company (DE) 0.1 $563k 1.4k 410.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $562k 1.3k 443.99
Alnylam Pharmaceuticals (ALNY) 0.1 $520k 3.5k 149.45
Philip Morris International (PM) 0.1 $497k 5.4k 91.63
Axon Enterprise (AXON) 0.1 $483k 1.5k 312.88
Progressive Corporation (PGR) 0.1 $479k 2.3k 206.82
Exxon Mobil Corporation (XOM) 0.1 $474k 4.1k 116.25
Cloudflare Cl A Com (NET) 0.1 $469k 4.8k 96.83
Fs Kkr Capital Corp (FSK) 0.1 $463k 24k 19.07
Clorox Company (CLX) 0.1 $463k 3.0k 153.11
Kroger (KR) 0.1 $459k 8.0k 57.13
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $459k 9.0k 50.74
General Electric Com New (GE) 0.1 $453k 2.6k 175.50
Northrop Grumman Corporation (NOC) 0.1 $441k 920.00 478.75
Qualcomm (QCOM) 0.1 $423k 2.5k 169.28
Agnico (AEM) 0.1 $419k 7.0k 59.65
CSX Corporation (CSX) 0.1 $417k 11k 37.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $403k 959.00 420.52
Intuitive Surgical Com New (ISRG) 0.1 $399k 1.0k 399.09
Cintas Corporation (CTAS) 0.1 $384k 558.00 687.22
Bristol Myers Squibb (BMY) 0.1 $370k 6.8k 54.23
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $361k 61k 5.93
CVS Caremark Corporation (CVS) 0.1 $359k 4.5k 79.76
Union Pacific Corporation (UNP) 0.1 $342k 1.4k 245.96
Johnson & Johnson (JNJ) 0.1 $327k 2.1k 158.22
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 0.0 $306k 7.5k 40.60
Charles Schwab Corporation (SCHW) 0.0 $300k 4.1k 72.34
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $291k 6.3k 46.00
Kla Corp Com New (KLAC) 0.0 $290k 415.00 698.81
Broadridge Financial Solutions (BR) 0.0 $267k 1.3k 204.86
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.0 $261k 9.3k 28.16
Intel Corporation (INTC) 0.0 $258k 5.8k 44.17
Enterprise Products Partners (EPD) 0.0 $258k 8.8k 29.18
Starbucks Corporation (SBUX) 0.0 $236k 2.6k 91.39
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.0 $235k 5.9k 40.04
salesforce (CRM) 0.0 $226k 751.00 301.18
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $218k 2.8k 76.68
Pfizer (PFE) 0.0 $218k 7.9k 27.75
Lockheed Martin Corporation (LMT) 0.0 $204k 449.00 455.28
CenterPoint Energy (CNP) 0.0 $204k 7.2k 28.49
FedEx Corporation (FDX) 0.0 $200k 692.00 289.63
Eos Energy Enterprises Com Cl A (EOSE) 0.0 $192k 187k 1.03
Repro-Med Systems (KRMD) 0.0 $36k 15k 2.36
Paxmedica Com New (PXMD) 0.0 $20k 40k 0.51