Souders Financial Advisors Top Holdings and 13F Report (2023) About Souders Financial AdvisorsInvestment ActivitySouders Financial Advisors has $716.32 million in total holdings as of March 31, 2023.Souders Financial Advisors owns shares of 184 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 11.89% of the portfolio was purchased this quarter.About 10.32% of the portfolio was sold this quarter.This quarter, Souders Financial Advisors has purchased 175 new stocks and bought additional shares in 72 stocks.Souders Financial Advisors sold shares of 83 stocks and completely divested from 11 stocks this quarter.Largest Holdings Capital Group Core Plus Income ETF $60,127,381Vanguard S&P 500 ETF $46,909,444Capital Group Dividend Value ETF $43,081,689Vanguard Total International Stock ETF $32,290,165Capital Group Core Equity ETF $29,434,366 Largest New Holdings this Quarter 464287507 - iShares Core S&P Mid-Cap ETF $4,551,718 Holding46138J460 - Invesco BulletShares 2030 Corporate Bond ETF $3,079,971 Holding008474108 - Agnico Eagle Mines $537,930 Holding609207105 - Mondelez International $465,012 Holding95040Q104 - Welltower $321,322 Holding Largest Purchases this Quarter T. Rowe Price Capital Appreciation Equity ETF 298,346 shares (about $9.63M)T. Rowe Price Small-Mid Cap ETF 290,989 shares (about $8.87M)Capital Group Dividend Value ETF 226,539 shares (about $8.07M)Vanguard Value ETF 33,453 shares (about $5.78M)Capital Group International Focus Equity ETF 208,854 shares (about $5.11M) Largest Sales this Quarter Schwab US Small-Cap ETF 354,543 shares (about $8.31M)iShares Core S&P Small-Cap ETF 31,402 shares (about $3.28M)iShares Core U.S. Aggregate Bond ETF 31,781 shares (about $3.14M)Vanguard S&P 500 ETF 5,966 shares (about $3.07M)Invesco BulletShares 2025 Corporate Bond ETF 125,693 shares (about $2.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSouders Financial Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGCPCapital Group Core Plus Income ETF$60,127,381$4,087,965 ▲7.3%2,678,2808.4%ETFVOOVanguard S&P 500 ETF$46,909,444$3,066,004 ▼-6.1%91,2796.5%ETFCGDVCapital Group Dividend Value ETF$43,081,689$8,073,847 ▲23.1%1,208,8026.0%ETFVXUSVanguard Total International Stock ETF$32,290,165$2,251,313 ▲7.5%519,9704.5%ETFCGUSCapital Group Core Equity ETF$29,434,366$2,230,887 ▲8.2%881,2684.1%ETFSCHDSchwab US Dividend Equity ETF$26,329,320$1,884,644 ▲7.7%941,6783.7%ETFPGProcter & Gamble$21,780,122$238,758 ▼-1.1%127,8033.0%Consumer StaplesFBNDFidelity Total Bond ETF$20,877,353$4,716,606 ▲29.2%457,3352.9%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$20,504,939$9,630,611 ▲88.6%635,2212.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$19,183,104$3,143,784 ▼-14.1%193,9252.7%FinanceJPSTJPMorgan Ultra-Short Income ETF$18,705,053$1,489,282 ▲8.7%369,4462.6%ETFCGXUCapital Group International Focus Equity ETF$16,852,587$5,112,743 ▲43.6%688,4232.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$16,753,395$29,147 ▼-0.2%669,0652.3%ETFTMSLT. Rowe Price Small-Mid Cap ETF$13,877,785$8,869,343 ▲177.1%455,3081.9%ETFAAPLApple$13,045,679$691,268 ▼-5.0%58,7301.8%Computer and TechnologyVTVVanguard Value ETF$12,900,219$5,778,669 ▲81.1%74,6801.8%ETFCGGRCapital Group Growth ETF$11,346,131$2,131,754 ▲23.1%331,2741.6%ETFBNDVanguard Total Bond Market ETF$11,151,016$618,962 ▲5.9%151,8181.6%ETFTCHPT. Rowe Price Blue Chip Growth ETF$10,865,211$1,447,153 ▲15.4%285,2511.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$9,424,222$1,007,364 ▲12.0%158,6571.3%ETFCGSDCapital Group Short Duration Income ETF$9,423,307$1,336,132 ▲16.5%365,1031.3%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$8,847,744$955,853 ▲12.1%217,0161.2%ETFCGGOCapital Group Global Growth Equity ETF$8,843,732$598,500 ▲7.3%312,1681.2%ETFMSFTMicrosoft$8,589,209$890,416 ▼-9.4%22,8811.2%Computer and TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$8,501,198$876,167 ▲11.5%311,3991.2%ETFVIGVanguard Dividend Appreciation ETF$8,181,326$679,158 ▼-7.7%42,1741.1%ETFTHYFT. Rowe Price U.S. High Yield ETF$8,090,346$817,654 ▲11.2%157,4921.1%ETFAMZNAmazon.com$5,790,753$85,427 ▼-1.5%30,4360.8%Retail/WholesaleJPMJPMorgan Chase & Co.$5,566,954$1,725,476 ▼-23.7%22,6940.8%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$5,024,763$492,376 ▲10.9%256,4960.7%ETFCAPITAL GROUP INTERNATIONAL$4,997,487$715,619 ▲16.7%192,3590.7%SHSAVGOBroadcom$4,900,482$1,355,841 ▼-21.7%29,2690.7%Computer and TechnologyMETAMeta Platforms$4,881,982$406,928 ▲9.1%8,4700.7%Computer and TechnologyVVisa$4,802,584$1,529,369 ▼-24.2%13,7040.7%Business ServicesBSCQInvesco BulletShares 2026 Corporate Bond ETF$4,695,555$450,553 ▲10.6%241,0450.7%ETFIJHiShares Core S&P Mid-Cap ETF$4,551,718$4,551,718 ▲New Holding78,0070.6%ETFHDHome Depot$4,345,683$930,485 ▼-17.6%11,8580.6%Retail/WholesaleCINFCincinnati Financial$4,292,125$13,738 ▼-0.3%29,0560.6%FinanceGOOGAlphabet$4,254,006$343,551 ▼-7.5%27,2290.6%Computer and TechnologyCAPITAL GROUP NEW GEOGRAPHY$4,203,481$187,266 ▲4.7%167,0700.6%SHSBSCSInvesco BulletShares 2028 Corporate Bond ETF$3,583,935$478,794 ▲15.4%176,1150.5%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$3,578,525$395,003 ▲12.4%193,1210.5%ETFUNHUnitedHealth Group$3,515,983$1,413,621 ▼-28.7%6,7130.5%MedicalNVDANVIDIA$3,410,258$529,324 ▲18.4%31,4660.5%Computer and TechnologyRTXRTX$3,362,605$975,163 ▼-22.5%25,3860.5%AerospaceBSCUInvesco BulletShares 2030 Corporate Bond ETF$3,079,971$3,079,971 ▲New Holding185,6520.4%ManufacturingGEGE Aerospace$2,986,086$1,257,963 ▼-29.6%14,9190.4%IndustrialsABTAbbott Laboratories$2,853,488$1,395,637 ▼-32.8%21,5110.4%MedicalSCHBSchwab US Broad Market ETF$2,588,336$2,318,479 ▼-47.3%120,2200.4%ETFABBVAbbVie$2,449,292$1,128,267 ▼-31.5%11,6900.3%MedicalLLYEli Lilly and Company$2,386,845$64,420 ▼-2.6%2,8900.3%MedicalMCDMcDonald's$2,220,739$994,944 ▼-30.9%7,1090.3%Retail/WholesaleLINDE PLC$2,217,879$1,235,363 ▼-35.8%4,7630.3%SHSCARRCarrier Global$2,204,849$1,489,131 ▼-40.3%34,7770.3%Computer and TechnologyMMCMarsh & McLennan Companies$2,143,415$1,187,993 ▼-35.7%8,7830.3%FinanceCMECME Group$1,937,699$235,049 ▼-10.8%7,3040.3%FinanceAMGNAmgen$1,920,233$1,443,524 ▼-42.9%6,1630.3%MedicalCRMSalesforce$1,855,102$733,132 ▲65.3%6,9130.3%Computer and TechnologyFFBCFirst Financial Bancorp.$1,797,928$1,849 ▼-0.1%71,9750.3%FinanceGSThe Goldman Sachs Group$1,746,005$39,881 ▼-2.2%3,1960.2%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,664,112$52,471 ▲3.3%18,1410.2%ETFGOOGLAlphabet$1,650,369$393,262 ▲31.3%10,6720.2%Computer and TechnologyBSCPInvesco BulletShares 2025 Corporate Bond ETF$1,617,616$2,599,340 ▼-61.6%78,2210.2%ETFPNCThe PNC Financial Services Group$1,606,788$1,191,776 ▼-42.6%9,1410.2%FinanceNEENextEra Energy$1,570,857$21,125 ▲1.4%22,1590.2%UtilitiesSCHASchwab US Small-Cap ETF$1,563,643$8,306,916 ▼-84.2%66,7370.2%ETFSPGIS&P Global$1,521,029$131,579 ▼-8.0%2,9940.2%Business ServicesDUKDuke Energy$1,517,626$10,489 ▲0.7%12,4430.2%UtilitiesUNPUnion Pacific$1,513,623$1,202,016 ▼-44.3%6,4070.2%TransportationTRPTC Energy$1,511,239$1,323,626 ▼-46.7%32,0110.2%EnergyVTEBVanguard Tax-Exempt Bond ETF$1,496,192$8,584 ▲0.6%30,1530.2%ETFNFLXNetflix$1,434,231$192,101 ▼-11.8%1,5380.2%Consumer DiscretionaryPMPhilip Morris International$1,408,350$293,003 ▲26.3%8,8730.2%Consumer StaplesELVElevance Health$1,364,690$84,369 ▲6.6%3,1380.2%MedicalTSLATesla$1,340,116$49,240 ▼-3.5%5,1710.2%Auto/Tires/TrucksIBMInternational Business Machines$1,321,836$25,860 ▼-1.9%5,3160.2%Computer and TechnologyAXPAmerican Express$1,297,846$198,013 ▲18.0%4,8240.2%FinanceTXNTexas Instruments$1,292,746$1,025,895 ▼-44.2%7,1940.2%Computer and TechnologyCVXChevron$1,285,684$73,778 ▲6.1%7,6850.2%EnergyHONHoneywell International$1,260,575$151,405 ▼-10.7%5,9530.2%Multi-Sector ConglomeratesARMKAramark$1,236,827$1,242,350 ▼-50.1%35,8290.2%Business ServicesTJXTJX Companies$1,234,373$10,597 ▼-0.9%10,1340.2%Retail/WholesaleNVONovo Nordisk A/S$1,226,033$791,894 ▼-39.2%17,6560.2%MedicalCATCaterpillar$1,225,509$16,160 ▲1.3%3,7160.2%IndustrialsCGMUCapital Group Municipal Income ETF$1,176,862$53,130 ▼-4.3%43,8800.2%ETFEQIXEquinix$1,164,715$1,132,090 ▼-49.3%1,4280.2%FinanceBACBank of America$1,144,123$302,671 ▼-20.9%27,4170.2%FinancePCGPG&E$1,068,994$1,224,645 ▼-53.4%62,2230.1%UtilitiesCOSTCostco Wholesale$1,026,565$223,290 ▼-17.9%1,0850.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,014,607$172,830 ▼-14.6%1,8140.1%FinanceCMCSAComcast$1,008,396$1,091,900 ▼-52.0%27,3280.1%Consumer DiscretionaryVZVerizon Communications$985,585$97,297 ▼-9.0%21,7280.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$985,542$41,666 ▼-4.1%5,9370.1%Computer and TechnologyISRGIntuitive Surgical$980,635$368,481 ▼-27.3%1,9800.1%MedicalADPAutomatic Data Processing$963,468$611 ▲0.1%3,1530.1%Business ServicesUBERUber Technologies$918,983$133,990 ▼-12.7%12,6130.1%Computer and TechnologyURIUnited Rentals$893,998$1,045,608 ▼-53.9%1,4270.1%ConstructionCNQCanadian Natural Resources$888,210$1,243,703 ▼-58.3%28,8380.1%EnergyKRKroger$874,168$1,015 ▼-0.1%12,9140.1%Retail/WholesaleSCHYSchwab International Dividend Equity ETF$853,765$2,282,899 ▼-72.8%33,6390.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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