Souders Financial Advisors Top Holdings and 13F Report (2023) About Souders Financial AdvisorsInvestment ActivitySouders Financial Advisors has $1.03 billion in total holdings as of March 31, 2023.Souders Financial Advisors owns shares of 221 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 5.50% of the portfolio was purchased this quarter.About 1.37% of the portfolio was sold this quarter.This quarter, Souders Financial Advisors has purchased 224 new stocks and bought additional shares in 106 stocks.Souders Financial Advisors sold shares of 92 stocks and completely divested from 15 stocks this quarter.Largest Holdings Capital Group Core Plus Income ETF $74,659,743Capital Group Dividend Value ETF $50,798,782Capital Group Core Equity ETF $47,475,242ISHARES TR $46,770,491Vanguard Total International Stock ETF $44,912,650 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,494,948 Holding125269100 - CF Industries $301,709 Holding25809K105 - DOORDASH INC $285,787 Holding45783Y855 - Innovator Defined Wealth Shield ETF $269,150 Holding45783Y111 - INNOVATOR ETFS TRUST $263,243 Holding Largest Purchases this Quarter ISHARES TR 316,309 shares (about $31.85M)Capital Group Core Plus Income ETF 87,542 shares (about $1.85M)EXXONMOBIL HOLDINGS CORP 9,186 shares (about $1.49M)Capital Group Growth ETF 23,247 shares (about $1.10M)Alphabet 2,869 shares (about $987.16K) Largest Sales this Quarter International Business Machines 3,951 shares (about $869.32K)SPDR Portfolio S&P 500 ETF 7,570 shares (about $679.48K)TJX Companies 4,913 shares (about $650.01K)Procter & Gamble 2,822 shares (about $409.98K)CME Group 1,558 shares (about $408.20K) 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$74,659,743$1,853,264 ▲2.5%3,526,6777.3%ETFCGDVCapital Group Dividend Value ETF$50,798,782$287,824 ▲0.6%1,039,8934.9%ETFCGUSCapital Group Core Equity ETF$47,475,242$593,007 ▲1.3%1,066,8594.6%ETFISHARES TR$46,770,491$31,845,990 ▲213.4%464,5464.5%0-3 MTH TREASURYVXUSVanguard Total International Stock ETF$44,912,650$615,960 ▲1.4%528,6334.4%ETFVOOVanguard S&P 500 ETF$42,072,608$571,201 ▲1.4%60,0304.1%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$34,845,049$602,263 ▲1.8%824,3453.4%ETFFBNDFidelity Total Bond ETF$31,394,989$504,359 ▲1.6%725,0573.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$29,828,545$420,273 ▲1.4%830,1852.9%ETFSCHDSchwab US Dividend Equity ETF$29,023,709$159,560 ▲0.6%892,2142.8%ETFJPSTJPMorgan Ultra-Short Income ETF$23,207,476$232,508 ▲1.0%460,7402.3%ETFCGGRCapital Group Growth ETF$22,724,558$1,102,605 ▲5.1%479,1182.2%ETFSPLGSPDR Portfolio S&P 500 ETF$22,495,870$679,484 ▼-2.9%250,6222.2%ETFCGXUCapital Group International Focus Equity ETF$21,705,088$541,473 ▲2.6%632,9862.1%ETFAAPLApple$20,637,996$237,444 ▼-1.1%61,9722.0%TechnologyVTVVanguard Value ETF$19,474,373$102,854 ▲0.5%90,1261.9%ETFPGProcter & Gamble$17,941,827$409,981 ▼-2.2%123,4981.7%Consumer StaplesVGITVanguard Intermediate-Term Treasury ETF$17,912,440$109,637 ▲0.6%316,1391.7%ETFTCHPT. Rowe Price Blue Chip Growth ETF$17,013,041$485,618 ▲2.9%330,9291.7%ETFCAPITAL GROUP CONSERVATIVE E$16,927,272$541,222 ▲3.3%527,6581.6%SHSCGGOCapital Group Global Growth Equity ETF$15,130,216$517,339 ▲3.5%380,3471.5%ETFMSFTMicrosoft$14,494,618$87,193 ▲0.6%28,2601.4%TechnologyTMSLT. Rowe Price Small-Mid Cap ETF$14,483,440$297,151 ▲2.1%355,8581.4%ETFCAPITAL GROUP INTERNATIONAL$13,952,790$145,287 ▲1.1%387,7931.4%SHSNVDANVIDIA$13,871,445$907,817 ▲7.0%60,7381.3%TechnologyVANGUARD MALVERN FDS$13,748,332$256,345 ▲1.9%186,7471.3%CORE BD ETFCGSDCapital Group Short Duration Income ETF$13,338,113$38,380 ▲0.3%528,2421.3%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$12,024,679$262,901 ▲2.2%258,6511.2%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$11,930,530$329,055 ▲2.8%454,8431.2%ETFBNDVanguard Total Bond Market ETF$11,215,078$210,169 ▼-1.8%159,8731.1%ETFVIGVanguard Dividend Appreciation ETF$11,071,054$196,681 ▲1.8%47,4521.1%ETFAVGOBroadcom$10,468,436$344,172 ▼-3.2%29,8081.0%TechnologyCAPITAL GROUP EQUITY ETF TR$10,015,898$553,007 ▲5.8%323,5111.0%US SM MI CA ETFGOOGAlphabet$9,047,119$8,178 ▼-0.1%26,5510.9%Communication ServicesTHYFT. Rowe Price U.S. High Yield ETF$8,952,758$57,917 ▲0.7%179,7740.9%ETFAMZNAmazon.com$8,873,911$19,434 ▲0.2%35,6170.9%Consumer DiscretionaryUITBVictoryShares Core Intermediate Bond ETF$8,699,141$107,144 ▲1.2%194,8580.8%ETFCAPITAL GROUP NEW GEOGRAPHY$7,696,621$393,404 ▲5.4%211,1560.7%SHSMETAMeta Platforms$6,758,100$56,565 ▼-0.8%9,3190.7%Communication ServicesJPMJPMorgan Chase & Co.$6,757,783$100,240 ▼-1.5%20,4270.7%FinanceGOOGLAlphabet$6,532,650$987,158 ▲17.8%18,9860.6%Communication ServicesIJHiShares Core S&P Mid-Cap ETF$5,907,203$129,511 ▼-2.1%82,1010.6%ETFCINFCincinnati Financial$4,662,051$56,258 ▲1.2%29,2530.5%FinanceLLYEli Lilly and Company$4,544,922$355,217 ▼-7.2%3,9280.4%HealthcareVVisa$4,181,016$363,629 ▲9.5%11,6360.4%FinanceGEGE Aerospace$3,659,009$156,453 ▼-4.1%11,7170.4%IndustrialsRTXRTX$3,648,267$69,063 ▼-1.9%19,6510.4%IndustrialsTSMTaiwan Semiconductor Manufacturing$3,436,935$61,129 ▲1.8%7,5340.3%TechnologyMUMicron Technology$3,084,174$173,591 ▲6.0%2,8960.3%TechnologyHDHome Depot$2,764,138$84,210 ▼-3.0%9,7160.3%Consumer DiscretionaryPMPhilip Morris International$2,609,186$52,283 ▲2.0%13,6740.3%Consumer StaplesFFBCFirst Financial Bancorp.$2,346,800$4,416 ▼-0.2%74,9300.2%FinanceAMGNAmgen$2,336,308$185,033 ▲8.6%5,5430.2%HealthcareGSThe Goldman Sachs Group$2,248,643$10,806 ▲0.5%2,4970.2%FinanceSCHBSchwab US Broad Market ETF$2,238,766$24,708 ▼-1.1%76,3820.2%ETFTSLATesla$2,207,575$128,083 ▲6.2%6,2220.2%Consumer DiscretionaryABBVAbbVie$2,133,814$23,282 ▼-1.1%8,1570.2%HealthcareBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,108,354$938,848 ▲80.3%23,0070.2%ETFCATCaterpillar$2,090,532$117,582 ▲6.0%2,5780.2%IndustrialsUNHUnitedHealth Group$1,993,820$504,695 ▲33.9%5,4320.2%HealthcareLINDE PLC$1,921,809$60,279 ▼-3.0%4,0490.2%SHSINTCIntel$1,906,607$470,700 ▲32.8%15,8580.2%TechnologyCVXChevron$1,889,823$183,183 ▼-8.8%9,2540.2%EnergyAGGiShares Core U.S. Aggregate Bond ETF$1,859,164$114,679 ▼-5.8%19,6650.2%ETFMRKMerck & Co., Inc.$1,805,889$4,795 ▲0.3%12,4280.2%HealthcareCSCOCisco Systems$1,768,784$39,608 ▲2.3%16,4340.2%TechnologyNEENextEra Energy$1,741,879$29,539 ▼-1.7%22,9980.2%UtilitiesBTIBritish American Tobacco$1,711,219$148,894 ▼-8.0%31,4560.2%Consumer StaplesEXXONMOBIL HOLDINGS CORP$1,494,948$1,494,948 ▲New Holding9,1860.1%COM SHSAMDAdvanced Micro Devices$1,472,506$84,423 ▲6.1%2,4070.1%TechnologyAXPAmerican Express$1,462,755$2,129 ▲0.1%4,8100.1%FinanceMAMastercard$1,426,313$147,816 ▼-9.4%2,5860.1%FinanceSPYSPDR S&P 500 ETF Trust$1,412,678$3,051 ▲0.2%1,8520.1%ETFDUKDuke Energy$1,402,415$5,472 ▲0.4%12,3010.1%UtilitiesWALMART INC$1,393,915$288,593 ▼-17.2%13,4130.1%COMRCLRoyal Caribbean Cruises$1,381,384$51,044 ▼-3.6%5,1960.1%Consumer DiscretionaryBITWISE 10 CRYPTO INDEX ETF$1,328,502$20,585 ▼-1.5%24,2010.1%UNIT BENEFICIALVRTXVertex Pharmaceuticals$1,319,050$27,186 ▲2.1%2,5230.1%HealthcareUBERUber Technologies$1,312,515$26,171 ▲2.0%19,1580.1%IndustrialsAMATApplied Materials$1,301,357$167,208 ▼-11.4%2,5450.1%TechnologyCGMUCapital Group Municipal Income ETF$1,285,640$233,875 ▼-15.4%49,5620.1%ETFBACBank of America$1,270,477$8,763 ▼-0.7%23,3410.1%FinanceFCXFreeport-McMoRan$1,267,567$154,701 ▲13.9%18,1080.1%MaterialsNFLXNetflix$1,266,982$6,680 ▲0.5%18,2090.1%Communication ServicesSBUXStarbucks$1,256,411$161,139 ▲14.7%13,3720.1%Consumer DiscretionaryMCDMcDonald's$1,198,819$130,713 ▼-9.8%5,1910.1%Consumer DiscretionaryABTAbbott Laboratories$1,190,868$66,807 ▼-5.3%12,0500.1%HealthcareCARRCarrier Global$1,184,912$78,285 ▼-6.2%21,5990.1%IndustrialsKOCoca-Cola$1,142,787$219,588 ▼-16.1%13,2760.1%Consumer StaplesCMECME Group$1,105,380$408,197 ▼-27.0%4,2190.1%FinanceMSMorgan Stanley$1,088,431$76,926 ▼-6.6%5,7870.1%FinanceSPGIS&P Global$1,083,729$789 ▼-0.1%2,7470.1%FinanceORCLOracle$1,078,524$355,892 ▲49.2%7,8550.1%TechnologyFDXFedEx$1,056,911$274,278 ▲35.0%3,7070.1%IndustrialsWELLWelltower$1,039,825$93,943 ▲9.9%4,5160.1%Real EstateGE VERNOVA INC$1,037,731$115,937 ▼-10.0%1,0920.1%COMQQQInvesco QQQ$1,002,635$12,579 ▼-1.2%1,3550.1%ETFBRK.BBerkshire Hathaway$998,390$3,486 ▲0.4%2,0050.1%FinanceKLACKLA$993,835$37,625 ▲3.9%5,0980.1%TechnologyADPAutomatic Data Processing$956,900$2,581 ▲0.3%3,7080.1%IndustrialsShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
