Souders Financial Advisors Top Holdings and 13F Report (2023) About Souders Financial AdvisorsInvestment ActivitySouders Financial Advisors has $717.74 million in total holdings as of March 31, 2023.Souders Financial Advisors owns shares of 172 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 8.93% of the portfolio was purchased this quarter.About 5.78% of the portfolio was sold this quarter.This quarter, Souders Financial Advisors has purchased 164 new stocks and bought additional shares in 92 stocks.Souders Financial Advisors sold shares of 53 stocks and completely divested from 8 stocks this quarter.Largest Holdings Capital Group Core Plus Income ETF $53,596,566Vanguard S&P 500 ETF $50,161,310Vanguard Total International Stock ETF $29,223,505Capital Group Dividend Value ETF $26,373,148Capital Group Core Equity ETF $25,608,595 Largest New Holdings this Quarter T. Rowe Price Small-Mid Cap ETF $4,955,668 HoldingAmerican Express $1,028,388 HoldingBoeing $849,752 HoldingMicroStrategy $844,012 HoldingRoyal Caribbean Cruises $799,716 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 23,241 shares (about $12.26M)Broadcom 39,847 shares (about $6.87M)Fidelity Total Bond ETF 113,947 shares (about $5.33M)T. Rowe Price Small-Mid Cap ETF 152,670 shares (about $4.96M)Capital Group Core Plus Income ETF 163,735 shares (about $3.79M) Largest Sales this Quarter T. Rowe Price Dividend Growth ETF 277,187 shares (about $11.35M)iShares Core S&P Small-Cap ETF 40,694 shares (about $4.76M)Hilton Worldwide 17,684 shares (about $4.08M)ConocoPhillips 30,396 shares (about $3.20M)iShares Core U.S. Aggregate Bond ETF 29,344 shares (about $2.97M) 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$53,596,566$3,785,552 ▲7.6%2,318,1917.5%ETFVOOVanguard S&P 500 ETF$50,161,310$12,263,565 ▲32.4%95,0627.0%ETFVXUSVanguard Total International Stock ETF$29,223,505$690,517 ▲2.4%451,3984.1%ETFCGDVCapital Group Dividend Value ETF$26,373,148$158,077 ▼-0.6%723,7423.7%ETFCGUSCapital Group Core Equity ETF$25,608,595$231,493 ▼-0.9%747,0423.6%ETFSCHDSchwab US Dividend Equity ETF$24,209,742$2,258,389 ▼-8.5%286,4043.4%ETFPGProcter & Gamble$23,116,124$420,529 ▼-1.8%133,4653.2%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$22,521,289$2,971,661 ▼-11.7%222,3893.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$18,021,024$1,520,504 ▼-7.8%172,9802.5%ETFAAPLApple$17,122,357$819,223 ▼-4.6%73,4872.4%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$15,498,854$989,431 ▲6.8%305,4562.2%ETFFBNDFidelity Total Bond ETF$14,920,865$5,325,886 ▲55.5%319,2312.1%ETFSCHYSchwab International Dividend Equity ETF$13,740,468$428,403 ▼-3.0%525,0471.9%ETFMSFTMicrosoft$12,133,275$861 ▼0.0%28,1971.7%Computer and TechnologySCHASchwab US Small-Cap ETF$11,525,951$341,445 ▲3.1%223,8051.6%ETFCGXUCapital Group International Focus Equity ETF$11,515,261$1,290,891 ▼-10.1%426,9661.6%ETFBNDVanguard Total Bond Market ETF$10,673,488$45,291 ▼-0.4%142,1051.5%ETFVIGVanguard Dividend Appreciation ETF$10,088,771$101,407 ▲1.0%50,9381.4%ETFTCHPT. Rowe Price Blue Chip Growth ETF$8,460,762$413,524 ▼-4.7%213,4401.2%ETFCGGOCapital Group Global Growth Equity ETF$8,003,363$497,203 ▲6.6%265,4521.1%ETFJPMJPMorgan Chase & Co.$7,780,029$213,599 ▼-2.7%36,8971.1%FinanceAVGOBroadcom$7,747,225$6,873,676 ▲786.9%44,9111.1%Computer and TechnologyCGGRCapital Group Growth ETF$7,667,700$16,143 ▲0.2%220,4001.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$7,641,040$463,846 ▲6.5%126,4651.1%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$7,451,646$1,111,719 ▲17.5%180,9091.0%ETFHDHome Depot$6,980,439$129,665 ▲1.9%17,2271.0%Retail/WholesaleCGSDCapital Group Short Duration Income ETF$6,962,208$815,337 ▲13.3%268,7071.0%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$6,852,048$822,228 ▲13.6%246,1221.0%ETFUNHUnitedHealth Group$6,736,319$35,082 ▲0.5%11,5210.9%MedicalTHYFT. Rowe Price U.S. High Yield ETF$6,507,158$341,515 ▲5.5%123,6400.9%ETFCARRCarrier Global$6,279,151$207,502 ▼-3.2%78,0120.9%Computer and TechnologyVVisa$6,044,772$107,505 ▲1.8%21,9850.8%Business ServicesSCHBSchwab US Broad Market ETF$6,028,689$96,454 ▲1.6%90,6300.8%ETFAMZNAmazon.com$5,882,811$15,093 ▲0.3%31,5720.8%Retail/WholesaleGOOGAlphabet$5,665,851$136,760 ▼-2.4%33,8890.8%Computer and TechnologyGEGeneral Electric$5,601,756$1,582,371 ▲39.4%29,7050.8%TransportationTMSLT. Rowe Price Small-Mid Cap ETF$4,955,668$4,955,668 ▲New Holding152,6700.7%ETFAMGNAmgen$4,889,358$351,219 ▲7.7%15,1740.7%MedicalABTAbbott Laboratories$4,810,458$122,106 ▼-2.5%42,1930.7%MedicalLINDE PLC$4,809,701$429,182 ▲9.8%10,0860.7%SHSNVONovo Nordisk A/S$4,734,104$7,501 ▲0.2%39,7590.7%MedicalIJRiShares Core S&P Small-Cap ETF$4,697,638$4,759,628 ▼-50.3%40,1640.7%ETFFCXFreeport-McMoRan$4,538,677$3,699,072 ▲440.6%90,9190.6%Basic MaterialsRTXRTX$4,484,026$21,203 ▼-0.5%37,0090.6%AerospaceABBVAbbVie$4,411,636$82,150 ▲1.9%22,3400.6%MedicalMCDMcDonald's$4,311,924$3,026,873 ▲235.5%14,1600.6%Retail/WholesaleBSCRInvesco BulletShares 2027 Corporate Bond ETF$4,209,804$141,787 ▲3.5%213,4790.6%ETFMETAMeta Platforms$4,183,304$623,374 ▲17.5%7,3080.6%Computer and TechnologyMMCMarsh & McLennan Companies$4,133,545$11,154 ▼-0.3%18,5290.6%FinancePNCThe PNC Financial Services Group$4,089,239$52,867 ▼-1.3%22,1220.6%FinanceTRPTC Energy$4,080,598$18,830 ▲0.5%85,8170.6%Oils/EnergyARMKAramark$4,050,084$44,927 ▼-1.1%104,5720.6%Consumer StaplesUNPUnion Pacific$3,955,212$3,605,954 ▲1,032.5%16,0470.6%TransportationBSCQInvesco BulletShares 2026 Corporate Bond ETF$3,950,412$139,111 ▲3.6%201,9640.6%ETFCINFCincinnati Financial$3,911,987$34,711 ▼-0.9%28,7390.5%FinanceBSCPInvesco BulletShares 2025 Corporate Bond ETF$3,898,757$162,247 ▲4.3%188,8020.5%ETFSCHMSchwab U.S. Mid-Cap ETF$3,791,324$44,370 ▼-1.2%45,6290.5%ETFPCGPG&E$3,761,085$47,962 ▲1.3%190,2420.5%UtilitiesTXNTexas Instruments$3,707,427$90,269 ▼-2.4%17,9480.5%Computer and TechnologyEQIXEquinix$3,677,124$7,100 ▲0.2%4,1430.5%FinanceURIUnited Rentals$3,558,884$80,976 ▲2.3%4,3950.5%ConstructionCMCSAComcast$3,531,771$188,006 ▲5.6%84,5530.5%Consumer DiscretionaryCNQCanadian Natural Resources$3,340,926$19,959 ▲0.6%100,6000.5%Oils/EnergySTZConstellation Brands$3,293,979$222,639 ▲7.2%12,7830.5%Consumer StaplesNVDANVIDIA$3,090,360$850 ▲0.0%25,4480.4%Computer and TechnologyBSCTInvesco BulletShares 2029 Corporate Bond ETF$2,967,488$144,818 ▲5.1%157,7610.4%ETFLLYEli Lilly and Company$2,823,088$19,488 ▼-0.7%3,1870.4%MedicalBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,788,964$148,484 ▲5.6%135,6500.4%ETFSPGIS&P Global$1,906,053$49,602 ▲2.7%3,6890.3%Business ServicesNEENextEra Energy$1,893,412$2,536 ▲0.1%22,3990.3%UtilitiesFFBCFirst Financial Bancorp.$1,817,508$15,567 ▲0.9%72,0380.3%FinanceDHRDanaher$1,776,082$8,341 ▲0.5%6,3880.2%Multi-Sector ConglomeratesGSThe Goldman Sachs Group$1,737,765$5,941 ▼-0.3%3,5100.2%FinanceELVElevance Health$1,712,609$520 ▼0.0%3,2930.2%MedicalISRGIntuitive Surgical$1,589,750$1,090,620 ▲218.5%3,2360.2%MedicalBACBank of America$1,578,975$13,015 ▼-0.8%39,7930.2%FinanceCATCaterpillar$1,527,196$96,990 ▲6.8%3,9050.2%Industrial ProductsTSLATesla$1,522,645$53,371 ▲3.6%5,8200.2%Auto/Tires/TrucksCOSTCostco Wholesale$1,424,788$8,866 ▲0.6%1,6070.2%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$1,414,286$15,080 ▲1.1%27,6660.2%ETFWMTWalmart$1,390,439$5,814 ▼-0.4%17,2190.2%Retail/WholesaleCMGChipotle Mexican Grill$1,383,514$5,359 ▲0.4%24,0110.2%Retail/WholesaleNFLXNetflix$1,332,009$38,301 ▲3.0%1,8780.2%Consumer DiscretionaryCMECME Group$1,330,522$91,570 ▼-6.4%6,0300.2%FinanceCGMUCapital Group Municipal Income ETF$1,309,293$86,911 ▲7.1%47,6800.2%ETFUBERUber Technologies$1,294,781$14,807 ▲1.2%17,2270.2%Computer and TechnologyHONHoneywell International$1,289,187$182,103 ▲16.4%6,2370.2%Multi-Sector ConglomeratesIBMInternational Business Machines$1,233,195$262,203 ▲27.0%5,5780.2%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,225,870$792,151 ▼-39.3%13,3520.2%ETFTSMTaiwan Semiconductor Manufacturing$1,214,301$41,681 ▼-3.3%6,9920.2%Computer and TechnologyCRMSalesforce$1,200,574$100,732 ▲9.2%4,3860.2%Computer and TechnologyDUKDuke Energy$1,193,630$3,574 ▲0.3%10,3520.2%UtilitiesCVXChevron$1,152,385$63,620 ▲5.8%7,8250.2%Oils/EnergyTDGTransDigm Group$1,137,423$11,417 ▲1.0%7970.2%AerospaceASMLASML$1,126,554$1,667 ▲0.1%1,3520.2%Computer and TechnologyMRKMerck & Co., Inc.$1,117,205$1,363 ▲0.1%9,8380.2%MedicalVZVerizon Communications$1,094,284$4,177 ▲0.4%24,3660.2%Computer and TechnologyGOOGLAlphabet$1,054,844$332 ▲0.0%6,3600.1%Computer and TechnologySHWSherwin-Williams$1,045,953$2,672 ▼-0.3%2,7400.1%Basic MaterialsAXPAmerican Express$1,028,388$1,028,388 ▲New Holding3,7920.1%FinanceShowing 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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