Souders Financial Advisors Top Holdings and 13F Report (2023) About Souders Financial AdvisorsInvestment ActivitySouders Financial Advisors has $994.15 million in total holdings as of March 31, 2023.Souders Financial Advisors owns shares of 224 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 10.68% of the portfolio was purchased this quarter.About 7.14% of the portfolio was sold this quarter.This quarter, Souders Financial Advisors has purchased 216 new stocks and bought additional shares in 112 stocks.Souders Financial Advisors sold shares of 80 stocks and completely divested from 16 stocks this quarter.Largest Holdings Capital Group Core Plus Income ETF $76,658,312Capital Group Dividend Value ETF $50,955,590Capital Group Core Equity ETF $46,861,160Vanguard Total International Stock ETF $44,573,035Vanguard S&P 500 ETF $40,669,601 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $14,923,019 Holding922020748 - VANGUARD MALVERN FDS $14,154,051 Holding922907712 - VANGUARD MUN BD FDS $1,177,935 Holding039483102 - Archer Daniels Midland $534,269 Holding00791R301 - PMV Adaptive Risk Parity ETF $477,327 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 239,933 shares (about $21.09M)iShares 0-3 Month Treasury Bond ETF 148,237 shares (about $14.92M)VANGUARD MALVERN FDS 183,265 shares (about $14.15M)Vanguard Intermediate-Term Treasury ETF 125,870 shares (about $7.42M)Capital Group Core Plus Income ETF 213,145 shares (about $4.75M) Largest Sales this Quarter Vanguard S&P 500 ETF 30,424 shares (about $20.90M)iShares Core U.S. Aggregate Bond ETF 86,197 shares (about $8.53M)Schwab US Dividend Equity ETF 175,529 shares (about $5.57M)Invesco BulletShares 2027 Corporate Bond ETF 265,133 shares (about $5.20M)Invesco BulletShares 2026 Corporate Bond ETF 264,806 shares (about $5.17M) 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$76,658,312$4,751,002 â–²6.6%3,439,1357.7%ETFCGDVCapital Group Dividend Value ETF$50,955,590$709,879 â–²1.4%1,034,0015.1%ETFCGUSCapital Group Core Equity ETF$46,861,160$2,556,533 â–²5.8%1,053,5334.7%ETFVXUSVanguard Total International Stock ETF$44,573,035$683,236 â–²1.6%521,3834.5%ETFVOOVanguard S&P 500 ETF$40,669,601$20,895,583 â–¼-33.9%59,2154.1%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$33,294,967$1,352,312 â–²4.2%810,0973.3%ETFFBNDFidelity Total Bond ETF$32,452,995$1,896,707 â–²6.2%713,4093.3%ETFSCHDSchwab US Dividend Equity ETF$28,136,579$5,566,027 â–¼-16.5%887,3092.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$27,697,633$4,462,481 â–²19.2%818,4882.8%ETFJPSTJPMorgan Ultra-Short Income ETF$23,066,196$1,486,758 â–²6.9%456,1242.3%ETFSPLGSPDR Portfolio S&P 500 ETF$22,689,940$21,085,337 â–²1,314.1%258,1922.3%ETFCGGRCapital Group Growth ETF$21,517,129$3,386,178 â–²18.7%455,8712.2%ETFCGXUCapital Group International Focus Equity ETF$21,367,297$188,125 â–¼-0.9%617,1952.1%ETFVTVVanguard Value ETF$19,537,532$740,312 â–¼-3.7%89,6502.0%ETFVGITVanguard Intermediate-Term Treasury ETF$18,531,771$7,423,820 â–²66.8%314,2041.9%ETFPGProcter & Gamble$18,523,612$688,623 â–²3.9%126,3201.9%Consumer StaplesAAPLApple$18,138,629$265,055 â–²1.5%62,6851.8%TechnologyCAPITAL GROUP CONSERVATIVE E$16,764,021$1,360,356 â–²8.8%510,7871.7%SHSTCHPT. Rowe Price Blue Chip Growth ETF$16,103,083$601,581 â–²3.9%321,4831.6%ETFCGGOCapital Group Global Growth Equity ETF$15,549,567$858,578 â–²5.8%367,3421.6%ETFTMSLT. Rowe Price Small-Mid Cap ETF$15,284,236$304,012 â–¼-2.0%348,5571.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$14,923,019$14,923,019 â–²New Holding148,2371.5%ETFVANGUARD MALVERN FDS$14,154,051$14,154,051 â–²New Holding183,2651.4%CORE BD ETFCAPITAL GROUP INTERNATIONAL$13,964,852$837,262 â–²6.4%383,7551.4%SHSCGSDCapital Group Short Duration Income ETF$13,552,565$945,321 â–²7.5%526,7221.4%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$12,087,999$783,605 â–²6.9%442,2981.2%ETFBNDVanguard Total Bond Market ETF$11,956,225$660,544 â–²5.8%162,8691.2%ETFAVGOBroadcom$11,630,308$19,265 â–²0.2%30,7881.2%TechnologyDIVOAmplify CWP Enhanced Dividend Income ETF$11,561,934$615,808 â–²5.6%252,9961.2%ETFNVDANVIDIA$11,357,781$1,345,814 â–²13.4%56,7631.1%TechnologyVIGVanguard Dividend Appreciation ETF$11,028,710$367,237 â–²3.4%46,6091.1%ETFMSFTMicrosoft$10,478,272$75,724 â–²0.7%28,0901.1%TechnologyCAPITAL GROUP EQUITY ETF TR$10,077,264$594,912 â–²6.3%305,6491.0%US SM MI CA ETFGOOGAlphabet$9,389,899$56,534 â–²0.6%26,5750.9%Communication ServicesTHYFT. Rowe Price U.S. High Yield ETF$9,210,054$471,251 â–¼-4.9%178,6110.9%ETFUITBVictoryShares Core Intermediate Bond ETF$9,014,337$721,773 â–²8.7%192,4580.9%ETFAMZNAmazon.com$8,470,365$64,113 â–²0.8%35,5390.9%Consumer DiscretionaryCAPITAL GROUP NEW GEOGRAPHY$7,505,592$391,569 â–²5.5%200,3630.8%SHSJPMJPMorgan Chase & Co.$6,785,475$31,096 â–¼-0.5%20,7300.7%FinanceIJHiShares Core S&P Mid-Cap ETF$6,469,624$6,940 â–²0.1%83,9010.7%ETFGOOGLAlphabet$5,759,902$311,993 â–²5.7%16,1170.6%Communication ServicesCINFCincinnati Financial$5,350,577$67,391 â–¼-1.2%28,9000.5%FinanceMETAMeta Platforms$5,293,126$599,328 â–²12.8%9,3970.5%Communication ServicesLLYEli Lilly and Company$5,079,942$45,582 â–²0.9%4,2350.5%HealthcareGEGE Aerospace$4,566,053$183,868 â–¼-3.9%12,2180.5%IndustrialsRTXRTX$3,798,931$597,265 â–¼-13.6%20,0230.4%IndustrialsVVisa$3,644,903$288,875 â–¼-7.3%10,6240.4%FinanceTSMTaiwan Semiconductor Manufacturing$3,534,018$279,856 â–²8.6%7,4000.4%TechnologyHDHome Depot$3,531,137$434,162 â–¼-10.9%10,0120.4%Consumer DiscretionaryMUMicron Technology$3,155,209$172,018 â–¼-5.2%2,7330.3%TechnologyCATCaterpillar$2,591,104$6,390 â–¼-0.2%2,4330.3%IndustrialsFFBCFirst Financial Bancorp.$2,539,638$1,759 â–¼-0.1%75,0710.3%FinanceGSThe Goldman Sachs Group$2,513,281$37,421 â–¼-1.5%2,4850.3%FinanceTSLATesla$2,465,137$132,910 â–¼-5.1%5,8610.2%Consumer DiscretionaryPMPhilip Morris International$2,424,156$94,253 â–²4.0%13,4000.2%Consumer StaplesSCHBSchwab US Broad Market ETF$2,236,443$69,881 â–¼-3.0%77,2250.2%ETFLINDE PLC$2,166,883$66,418 â–¼-3.0%4,1760.2%SHSBTIBritish American Tobacco$2,111,746$28,409 â–¼-1.3%34,1930.2%Consumer StaplesAMATApplied Materials$2,076,296$201,701 â–¼-8.9%2,8720.2%TechnologyABBVAbbVie$2,075,052$67,440 â–²3.4%8,2460.2%HealthcareAGGiShares Core U.S. Aggregate Bond ETF$2,066,509$8,531,798 â–¼-80.5%20,8780.2%ETFNEENextEra Energy$2,052,745$6,144 â–²0.3%23,3880.2%UtilitiesCSCOCisco Systems$1,887,148$194,283 â–²11.5%16,0660.2%TechnologyAMGNAmgen$1,848,210$122,755 â–¼-6.2%5,1040.2%HealthcareWALMART INC$1,833,624$23,444 â–²1.3%16,1900.2%COMRCLRoyal Caribbean Cruises$1,710,729$131,766 â–²8.3%5,3880.2%Consumer DiscretionaryCARRCarrier Global$1,688,934$67,334 â–¼-3.8%23,0260.2%IndustrialsUNHUnitedHealth Group$1,686,064$831 â–²0.0%4,0570.2%HealthcareCVXChevron$1,682,612$95,311 â–²6.0%10,1510.2%EnergyINTCIntel$1,667,601$256,361 â–²18.2%11,9430.2%TechnologyAXPAmerican Express$1,624,572$300,696 â–¼-15.6%4,8030.2%FinanceCGMUCapital Group Municipal Income ETF$1,609,146$26,921 â–¼-1.6%58,5780.2%ETFMRKMerck & Co., Inc.$1,592,729$196,858 â–²14.1%12,3950.2%HealthcareMCDMcDonald's$1,556,151$145,965 â–¼-8.6%5,7570.2%Consumer DiscretionaryDUKDuke Energy$1,551,019$28,608 â–¼-1.8%12,2530.2%UtilitiesKLACKLA$1,479,966$1,345,094 â–²997.3%4,9050.1%TechnologyMAMastercard$1,465,991$84,241 â–²6.1%2,8540.1%FinanceTJXTJX Companies$1,442,312$53,481 â–¼-3.6%9,5200.1%Consumer DiscretionaryGE VERNOVA INC$1,426,335$84,593 â–²6.3%1,2140.1%COMIBMInternational Business Machines$1,391,274$77,621 â–¼-5.3%4,9470.1%TechnologySPYSPDR S&P 500 ETF Trust$1,379,979$6,721 â–²0.5%1,8480.1%ETFUBERUber Technologies$1,354,876$162,071 â–²13.6%18,7760.1%IndustrialsBACBank of America$1,339,148$20,684 â–²1.6%23,5020.1%FinanceAMDAdvanced Micro Devices$1,318,085$64,481 â–²5.1%2,2690.1%TechnologyMSMorgan Stanley$1,295,145$96,990 â–²8.1%6,1960.1%FinanceNFLXNetflix$1,293,268$16,493 â–²1.3%18,1130.1%Communication ServicesKOCocaCola$1,286,246$227,879 â–²21.5%15,8270.1%Consumer StaplesCMECME Group$1,275,833$294,168 â–²30.0%5,7770.1%FinanceVRTXVertex Pharmaceuticals$1,227,420$12,915 â–¼-1.0%2,4710.1%HealthcareXOMExxonMobil$1,219,725$33,634 â–²2.8%8,9210.1%EnergySBUXStarbucks$1,191,239$70,920 â–²6.3%11,6570.1%Consumer DiscretionaryVANGUARD MUN BD FDS$1,177,935$1,177,935 â–²New Holding15,4180.1%CORE TAX EXEMPTBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,169,527$277,032 â–²31.0%12,7620.1%ETFABTAbbott Laboratories$1,154,750$230,841 â–¼-16.7%12,7260.1%HealthcareSPGIS&P Global$1,119,675$49,284 â–¼-4.2%2,7490.1%FinancePNCThe PNC Financial Services Group$1,034,229$81,261 â–¼-7.3%4,2000.1%FinanceTDGTransdigm Group$1,027,003$6,660 â–²0.7%7710.1%IndustrialsQQQInvesco QQQ$1,010,555$17,677 â–²1.8%1,3720.1%ETFFCXFreeport-McMoRan$999,826$516,516 â–²106.9%15,8980.1%MaterialsBRK.BBerkshire Hathaway$999,779$14,011 â–²1.4%1,9980.1%FinanceShowing largest 100 holdings. 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