Souders Financial Advisors Top Holdings and 13F Report (2023) About Souders Financial AdvisorsInvestment ActivitySouders Financial Advisors has $876.43 million in total holdings as of March 31, 2023.Souders Financial Advisors owns shares of 216 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 5.80% of the portfolio was purchased this quarter.About 3.12% of the portfolio was sold this quarter.This quarter, Souders Financial Advisors has purchased 208 new stocks and bought additional shares in 122 stocks.Souders Financial Advisors sold shares of 69 stocks and completely divested from 12 stocks this quarter.Largest Holdings Capital Group Core Plus Income ETF $72,068,623Vanguard S&P 500 ETF $53,563,610Capital Group Dividend Value ETF $43,373,609Vanguard Total International Stock ETF $39,587,616Capital Group Core Equity ETF $38,268,526 Largest New Holdings this Quarter 14020U100 - CAPITAL GROUP CONSERVATIVE E $13,990,966 Holding31428X106 - FedEx $879,155 Holding091749101 - BITWISE 10 CRYPTO INDEX ETF $849,407 Holding14021D107 - CAPITAL GROUP CORE BALANCED $503,545 Holding655844108 - Norfolk Southern $474,475 Holding Largest Purchases this Quarter CAPITAL GROUP CONSERVATIVE E 469,338 shares (about $13.99M)Capital Group Core Plus Income ETF 175,445 shares (about $3.92M)CAPITAL GROUP EQUITY ETF TR 46,884 shares (about $1.38M)T. Rowe Price Capital Appreciation Equity ETF 35,329 shares (about $1.26M)Capital Group Growth ETF 29,065 shares (about $1.17M) Largest Sales this Quarter Capital Group Dividend Value ETF 301,772 shares (about $12.84M)Vanguard S&P 500 ETF 2,973 shares (about $1.78M)CME Group 3,591 shares (about $1.06M)SPDR Bloomberg 1-3 Month T-Bill ETF 5,366 shares (about $491.75K)CAPITAL GROUP INTERNATIONAL 14,481 shares (about $479.47K) 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$72,068,623$3,919,442 ▲5.8%3,225,9908.2%ETFVOOVanguard S&P 500 ETF$53,563,610$1,776,510 ▼-3.2%89,6396.1%ETFCGDVCapital Group Dividend Value ETF$43,373,609$12,837,379 ▼-22.8%1,019,5964.9%ETFVXUSVanguard Total International Stock ETF$39,587,616$189,999 ▲0.5%513,3914.5%ETFCGUSCapital Group Core Equity ETF$38,268,526$1,134,082 ▲3.1%996,0574.4%ETFSCHDSchwab US Dividend Equity ETF$32,607,871$27,090 ▲0.1%1,062,8383.7%ETFFBNDFidelity Total Bond ETF$30,643,571$808,933 ▲2.7%671,7143.5%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$27,660,317$1,257,358 ▲4.8%777,1943.2%ETFJPSTJPMorgan Ultra-Short Income ETF$21,596,485$400,021 ▲1.9%426,7242.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$20,001,197$384,749 ▲2.0%686,6182.3%ETFCGXUCapital Group International Focus Equity ETF$18,361,334$319,229 ▲1.8%622,6292.1%ETFVTVVanguard Value ETF$18,255,769$232,889 ▲1.3%93,0472.1%ETFPGProcter & Gamble$17,567,367$759,754 ▲4.5%121,6242.0%Consumer StaplesAAPLApple$15,676,326$299,472 ▲1.9%61,7691.8%Computer and TechnologyCGGRCapital Group Growth ETF$15,438,202$1,168,124 ▲8.2%384,1301.8%ETFCAPITAL GROUP CONSERVATIVE E$13,990,966$13,990,966 ▲New Holding469,3381.6%SHSTCHPT. Rowe Price Blue Chip Growth ETF$13,672,517$555,298 ▲4.2%309,4731.6%ETFTMSLT. Rowe Price Small-Mid Cap ETF$13,035,828$348,769 ▲2.7%355,4901.5%ETFCGSDCapital Group Short Duration Income ETF$12,636,646$879,801 ▲7.5%489,9821.4%ETFCAPITAL GROUP INTERNATIONAL$11,944,332$479,466 ▼-3.9%360,7471.4%SHSCGGOCapital Group Global Growth Equity ETF$11,581,350$146,961 ▼-1.3%347,0591.3%ETFBNDVanguard Total Bond Market ETF$11,331,028$205,308 ▼-1.8%153,8711.3%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$11,263,032$895,349 ▲8.6%413,6261.3%ETFVGITVanguard Intermediate-Term Treasury ETF$11,215,274$268,630 ▲2.5%188,3341.3%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$10,742,534$334,088 ▲3.2%239,5211.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,629,369$409,689 ▼-3.7%107,0751.2%FinanceMSFTMicrosoft$10,323,103$871,025 ▲9.2%27,8871.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$9,689,872$177,853 ▲1.9%45,0571.1%ETFTHYFT. Rowe Price U.S. High Yield ETF$9,576,209$222,331 ▲2.4%187,7501.1%ETFAVGOBroadcom$9,513,455$500,480 ▲5.6%30,7371.1%Computer and TechnologyNVDANVIDIA$8,726,503$991,121 ▲12.8%50,0371.0%Computer and TechnologyCAPITAL GROUP EQUITY ETF TR$8,444,073$1,376,513 ▲19.5%287,6051.0%US SMALL AND MIDUITBVictoryShares Core Intermediate Bond ETF$8,324,289$336,925 ▲4.2%177,0480.9%ETFGOOGAlphabet$7,577,458$341,653 ▲4.7%26,4150.9%Computer and TechnologyAMZNAmazon.com$7,345,683$701,870 ▲10.6%35,2700.8%Retail/WholesaleJPMJPMorgan Chase & Co.$6,125,774$588 ▼0.0%20,8250.7%FinanceCAPITAL GROUP NEW GEOGRAPHY$5,995,464$287,698 ▲5.0%189,9100.7%SHSBSCSInvesco BulletShares 2028 Corporate Bond ETF$5,676,645$51,057 ▲0.9%277,9540.6%ETFIJHiShares Core S&P Mid-Cap ETF$5,659,746$126,011 ▼-2.2%83,8110.6%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$5,429,459$46,747 ▲0.9%276,6600.6%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$5,391,166$47,497 ▲0.9%276,0450.6%ETFMETAMeta Platforms$4,767,311$49,201 ▼-1.0%8,3330.5%Computer and TechnologyCINFCincinnati Financial$4,604,743$73,326 ▲1.6%29,2640.5%FinanceRTXRTX$4,469,762$347,419 ▼-7.2%23,1710.5%AerospaceGOOGLAlphabet$4,383,609$273,185 ▲6.6%15,2440.5%Computer and TechnologyBSCTInvesco BulletShares 2029 Corporate Bond ETF$4,237,502$65,255 ▲1.6%227,0850.5%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$4,072,353$130,426 ▲3.3%243,5750.5%ManufacturingLLYEli Lilly and Company$3,860,135$323,747 ▲9.2%4,1970.4%MedicalHDHome Depot$3,697,547$82,219 ▼-2.2%11,2430.4%Retail/WholesaleGEGE Aerospace$3,606,790$125,996 ▼-3.4%12,7100.4%AerospaceVVisa$3,465,371$262,336 ▼-7.0%11,4660.4%Business ServicesTSMTaiwan Semiconductor Manufacturing$2,302,791$151,402 ▲7.0%6,8140.3%Computer and TechnologyTSLATesla$2,296,300$82,529 ▲3.7%6,1770.3%Auto/Tires/TrucksNEENextEra Energy$2,165,816$28,979 ▲1.4%23,3180.2%UtilitiesGSThe Goldman Sachs Group$2,134,009$72,770 ▼-3.3%2,5220.2%FinanceLINDE PLC$2,133,950$178,490 ▲9.1%4,3040.2%SHSPMPhilip Morris International$2,129,398$396,813 ▲22.9%12,8790.2%Consumer StaplesFFBCFirst Financial Bancorp.$2,094,424$10,093 ▼-0.5%75,1230.2%FinanceBTIBritish American Tobacco$2,026,149$135,650 ▲7.2%34,6530.2%Consumer StaplesSCHBSchwab US Broad Market ETF$1,998,913$276,276 ▼-12.1%79,6380.2%ETFWALMART INC$1,986,385$108,000 ▲5.7%15,9830.2%COMCVXChevron$1,981,266$344,073 ▲21.0%9,5760.2%EnergyMCDMcDonald's$1,957,071$44,754 ▼-2.2%6,2970.2%Retail/WholesaleAMGNAmgen$1,915,239$40,465 ▲2.2%5,4430.2%MedicalABBVAbbVie$1,735,192$61,769 ▲3.7%7,9780.2%MedicalCATCaterpillar$1,728,036$390,385 ▼-18.4%2,4390.2%IndustrialsAXPAmerican Express$1,721,586$47,788 ▼-2.7%5,6920.2%FinanceNFLXNetflix$1,719,354$257,297 ▲17.6%17,8820.2%Consumer DiscretionaryDUKDuke Energy$1,634,063$29,070 ▲1.8%12,4790.2%UtilitiesCGMUCapital Group Municipal Income ETF$1,617,010$140,258 ▲9.5%59,5580.2%ETFTJXTJX Companies$1,576,662$47,589 ▼-2.9%9,8730.2%Retail/WholesaleABTAbbott Laboratories$1,567,791$136,142 ▼-8.0%15,2700.2%MedicalXOMExxonMobil$1,471,885$234,484 ▲18.9%8,6750.2%EnergySPLGSPDR Portfolio S&P 500 ETF$1,397,578$607,054 ▲76.8%18,2590.2%ETFRCLRoyal Caribbean Cruises$1,368,553$153,009 ▲12.6%4,9730.2%Consumer DiscretionaryCARRCarrier Global$1,348,271$50,115 ▼-3.6%23,9440.2%ConstructionMAMastercard$1,344,234$264,849 ▲24.5%2,6900.2%Business ServicesCMECME Group$1,312,824$1,060,596 ▼-44.7%4,4450.1%FinanceMRKMerck & Co., Inc.$1,306,764$218,215 ▼-14.3%10,8630.1%MedicalIBMInternational Business Machines$1,266,035$124,349 ▼-8.9%5,2230.1%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$1,223,702$100,528 ▲9.0%24,5280.1%ETFSPGIS&P Global$1,220,842$17,866 ▲1.5%2,8700.1%FinanceSPYSPDR S&P 500 ETF Trust$1,195,749$380,377 ▼-24.1%1,8390.1%FinanceUBERUber Technologies$1,189,003$184,141 ▲18.3%16,5300.1%Computer and TechnologyBACBank of America$1,128,030$49,579 ▼-4.2%23,1390.1%FinanceCSCOCisco Systems$1,118,249$458,411 ▲69.5%14,4120.1%Computer and TechnologyVRTXVertex Pharmaceuticals$1,115,010$219,251 ▲24.5%2,4970.1%MedicalUNHUnitedHealth Group$1,097,370$264,668 ▲31.8%4,0550.1%MedicalAMATApplied Materials$1,076,899$241,286 ▲28.9%3,1510.1%Computer and TechnologyMARSH & MCLENNAN COS INC$999,513$137,015 ▼-12.1%5,7630.1%COMGE VERNOVA INC$996,887$63,724 ▲6.8%1,1420.1%COMKOCocaCola$990,412$3,726 ▲0.4%13,0230.1%Consumer StaplesSBUXStarbucks$982,164$216,447 ▲28.3%10,9630.1%Retail/WholesaleTRPTC Energy$975,496$180,601 ▼-15.6%15,5830.1%EnergyMUMicron Technology$973,584$168,570 ▼-14.8%2,8820.1%Computer and TechnologyCAPITAL GRP FIXED INCM ETF T$966,736$200,254 ▲26.1%36,7860.1%SHORT DURATION MKRKroger$958,405$16,281 ▼-1.7%13,2450.1%Retail/WholesaleBRK.BBerkshire Hathaway$944,024$40,253 ▲4.5%1,9700.1%FinanceMSMorgan Stanley$943,249$34,393 ▼-3.5%5,7320.1%FinancePNCThe PNC Financial Services Group$942,643$27,884 ▲3.0%4,5300.1%FinanceShowing largest 100 holdings. 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