Souders Financial Advisors Top Holdings and 13F Report (2023) About Souders Financial AdvisorsInvestment ActivitySouders Financial Advisors has $785.66 million in total holdings as of March 31, 2023.Souders Financial Advisors owns shares of 200 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 5.68% of the portfolio was purchased this quarter.About 2.79% of the portfolio was sold this quarter.This quarter, Souders Financial Advisors has purchased 184 new stocks and bought additional shares in 89 stocks.Souders Financial Advisors sold shares of 79 stocks and completely divested from 8 stocks this quarter.Largest Holdings Capital Group Core Plus Income ETF $63,269,493Vanguard S&P 500 ETF $53,777,107Capital Group Dividend Value ETF $51,278,627Vanguard Total International Stock ETF $36,808,152Capital Group Core Equity ETF $34,447,639 Largest New Holdings this Quarter 14040H105 - Capital One Financial $528,283 Holding45782C839 - Innovator U.S. Equity Ultra Buffer ETF - July $521,241 Holding44951W106 - IES $337,406 Holding81762P102 - ServiceNow $330,014 Holding45783Y251 - INNOVATOR ETFS TRUST $329,537 Holding Largest Purchases this Quarter Capital Group Dividend Value ETF 89,720 shares (about $3.54M)T. Rowe Price Capital Appreciation Equity ETF 91,424 shares (about $3.23M)Capital Group Core Plus Income ETF 133,697 shares (about $3.01M)Vanguard S&P 500 ETF 3,394 shares (about $1.93M)Capital Group Core Equity ETF 51,514 shares (about $1.90M) Largest Sales this Quarter UnitedHealth Group 3,249 shares (about $1.01M)Procter & Gamble 6,175 shares (about $983.80K)Salesforce 3,258 shares (about $888.42K)Schwab US Small-Cap ETF 27,999 shares (about $708.37K)AbbVie 3,509 shares (about $651.32K) 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$63,269,493$3,008,183 ▲5.0%2,811,9778.1%ETFVOOVanguard S&P 500 ETF$53,777,107$1,927,894 ▲3.7%94,6736.8%ETFCGDVCapital Group Dividend Value ETF$51,278,627$3,543,042 ▲7.4%1,298,5226.5%ETFVXUSVanguard Total International Stock ETF$36,808,152$883,453 ▲2.5%532,7574.7%ETFCGUSCapital Group Core Equity ETF$34,447,639$1,902,412 ▲5.8%932,7824.4%ETFSCHDSchwab US Dividend Equity ETF$26,023,594$1,069,116 ▲4.3%982,0223.3%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$25,636,041$3,225,439 ▲14.4%726,6453.3%ETFFBNDFidelity Total Bond ETF$22,598,278$1,675,183 ▲8.0%493,9512.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$20,110,334$566,937 ▲2.9%688,4742.6%ETFCGXUCapital Group International Focus Equity ETF$20,095,177$1,418,249 ▲7.6%740,6992.6%ETFJPSTJPMorgan Ultra-Short Income ETF$19,597,563$874,028 ▲4.7%386,6922.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$19,428,102$190,761 ▲1.0%195,8482.5%FinancePGProcter & Gamble$19,377,769$983,801 ▼-4.8%121,6282.5%Consumer StaplesTMSLT. Rowe Price Small-Mid Cap ETF$16,241,278$1,307,178 ▲8.8%495,1612.1%ETFVTVVanguard Value ETF$14,826,891$1,627,952 ▲12.3%83,8911.9%ETFCGGRCapital Group Growth ETF$14,817,673$1,351,370 ▲10.0%364,5181.9%ETFTCHPT. Rowe Price Blue Chip Growth ETF$13,730,529$794,396 ▲6.1%302,7681.7%ETFMSFTMicrosoft$11,945,024$563,576 ▲5.0%24,0141.5%Computer and TechnologyAAPLApple$11,877,226$172,342 ▼-1.4%57,8901.5%Computer and TechnologyBNDVanguard Total Bond Market ETF$11,095,029$83,349 ▼-0.7%150,6861.4%ETFCGGOCapital Group Global Growth Equity ETF$10,580,375$600,365 ▲6.0%330,9471.3%ETFCGSDCapital Group Short Duration Income ETF$10,335,577$866,619 ▲9.2%398,5181.3%ETFVGITVanguard Intermediate-Term Treasury ETF$10,117,466$628,185 ▲6.6%169,1601.3%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$9,455,948$221,899 ▲2.4%222,2311.2%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$9,185,197$584,356 ▲6.8%332,5561.2%ETFVIGVanguard Dividend Appreciation ETF$8,856,062$224,318 ▲2.6%43,2701.1%ETFTHYFT. Rowe Price U.S. High Yield ETF$8,740,346$511,765 ▲6.2%167,2871.1%ETFAVGOBroadcom$8,094,316$26,187 ▲0.3%29,3641.0%Computer and TechnologyMETAMeta Platforms$6,818,918$567,567 ▲9.1%9,2390.9%Computer and TechnologyAMZNAmazon.com$6,315,799$361,555 ▼-5.4%28,7880.8%Retail/WholesaleJPMJPMorgan Chase & Co.$6,181,005$398,344 ▼-6.1%21,3200.8%FinanceCAPITAL GROUP INTERNATIONAL$5,990,896$391,326 ▲7.0%205,8020.8%SHSNVDANVIDIA$5,753,839$782,525 ▲15.7%36,4190.7%Computer and TechnologyBSCRInvesco BulletShares 2027 Corporate Bond ETF$5,244,466$204,321 ▲4.1%266,8940.7%ETFIJHiShares Core S&P Mid-Cap ETF$5,065,393$227,426 ▲4.7%81,6740.6%ETFCAPITAL GROUP NEW GEOGRAPHY$4,936,277$122,990 ▲2.6%171,3390.6%SHSBSCQInvesco BulletShares 2026 Corporate Bond ETF$4,928,440$223,250 ▲4.7%252,4820.6%ETFGOOGAlphabet$4,576,434$253,665 ▼-5.3%25,7990.6%Computer and TechnologyVVisa$4,481,265$384,149 ▼-7.9%12,6220.6%Business ServicesCINFCincinnati Financial$4,292,690$34,401 ▼-0.8%28,8250.5%FinanceHDHome Depot$4,114,804$232,817 ▼-5.4%11,2230.5%Retail/WholesaleRTXRTX$3,851,954$145,142 ▲3.9%26,3800.5%AerospaceBSCSInvesco BulletShares 2028 Corporate Bond ETF$3,820,865$212,276 ▲5.9%186,4750.5%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$3,809,828$198,463 ▲5.5%203,7340.5%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$3,544,754$429,517 ▲13.8%211,2490.5%ManufacturingGEGE Aerospace$3,486,490$353,385 ▼-9.2%13,5460.4%AerospaceABTAbbott Laboratories$2,359,527$566,216 ▼-19.4%17,3480.3%MedicalSCHBSchwab US Broad Market ETF$2,346,906$517,947 ▼-18.1%98,4850.3%ETFLLYEli Lilly and Company$2,306,919$53,794 ▲2.4%2,9590.3%MedicalGOOGLAlphabet$2,197,240$316,510 ▲16.8%12,4680.3%Computer and TechnologyCARRCarrier Global$2,164,775$380,594 ▼-15.0%29,5770.3%ConstructionNFLXNetflix$2,016,730$42,852 ▼-2.1%1,5060.3%Consumer DiscretionaryCMECME Group$2,002,966$10,198 ▼-0.5%7,2670.3%FinanceGSThe Goldman Sachs Group$1,999,681$262,613 ▼-11.6%2,8250.3%FinanceLINDE PLC$1,956,068$278,701 ▼-12.5%4,1690.2%SHSTSLATesla$1,902,783$260,163 ▲15.8%5,9900.2%Auto/Tires/TrucksMCDMcDonald's$1,874,701$202,489 ▼-9.7%6,4160.2%Retail/WholesaleFFBCFirst Financial Bancorp.$1,746,444$340 ▲0.0%71,9890.2%FinanceIBMInternational Business Machines$1,660,312$93,157 ▲5.9%5,6320.2%Computer and TechnologyMMCMarsh & McLennan Companies$1,643,752$276,582 ▼-14.4%7,5180.2%FinanceVTEBVanguard Tax-Exempt Bond ETF$1,579,060$100,659 ▲6.8%32,2060.2%ETFAMGNAmgen$1,575,495$145,181 ▼-8.4%5,6430.2%MedicalCATCaterpillar$1,543,037$100,540 ▲7.0%3,9750.2%IndustrialsABBVAbbVie$1,518,500$651,316 ▼-30.0%8,1810.2%MedicalAXPAmerican Express$1,516,873$22,011 ▼-1.4%4,7550.2%FinanceNEENextEra Energy$1,507,554$30,754 ▼-2.0%21,7160.2%UtilitiesSPGIS&P Global$1,490,437$88,045 ▼-5.6%2,8270.2%FinancePMPhilip Morris International$1,486,436$129,683 ▼-8.0%8,1610.2%Consumer StaplesDUKDuke Energy$1,435,669$32,567 ▼-2.2%12,1670.2%UtilitiesHONHoneywell International$1,409,804$23,520 ▲1.7%6,0540.2%Multi-Sector ConglomeratesBSCPInvesco BulletShares 2025 Corporate Bond ETF$1,357,752$259,866 ▼-16.1%65,6550.2%ETFRCLRoyal Caribbean Cruises$1,327,526$69,837 ▲5.6%4,2390.2%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$1,298,467$46,204 ▼-3.4%5,7330.2%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,282,922$381,134 ▼-22.9%13,9860.2%ETFBTIBritish American Tobacco$1,248,526$428,008 ▲52.2%26,3790.2%Consumer StaplesTJXTJX Companies$1,238,725$12,719 ▼-1.0%10,0310.2%Retail/WholesaleUBERUber Technologies$1,149,643$27,150 ▼-2.3%12,3220.1%Computer and TechnologyCGMUCapital Group Municipal Income ETF$1,146,069$25,089 ▼-2.1%42,9400.1%ETFSPYSPDR S&P 500 ETF Trust$1,123,272$2,471 ▲0.2%1,8180.1%FinanceTRPTC Energy$1,100,410$461,407 ▼-29.5%22,5540.1%EnergyUNHUnitedHealth Group$1,080,603$1,013,533 ▼-48.4%3,4640.1%MedicalBACBank of America$1,070,207$227,187 ▼-17.5%22,6160.1%FinancePNCThe PNC Financial Services Group$1,067,425$636,615 ▼-37.4%5,7260.1%FinanceCVXChevron$1,045,646$54,695 ▼-5.0%7,3030.1%EnergyCRMSalesforce$996,683$888,425 ▼-47.1%3,6550.1%Computer and TechnologyELVElevance Health$985,451$234,890 ▼-19.2%2,5340.1%MedicalSCHASchwab US Small-Cap ETF$980,071$708,374 ▼-42.0%38,7380.1%ETFADPAutomatic Data Processing$963,146$9,252 ▼-1.0%3,1230.1%Computer and TechnologyUNPUnion Pacific$955,253$518,809 ▼-35.2%4,1520.1%TransportationMAMastercard$948,689$232,114 ▲32.4%1,6880.1%Business ServicesARMKAramark$945,183$554,992 ▼-37.0%22,5740.1%Business ServicesNVONovo Nordisk A/S$921,210$297,407 ▼-24.4%13,3470.1%MedicalCOSTCostco Wholesale$919,012$155,479 ▼-14.5%9280.1%Retail/WholesaleVZVerizon Communications$913,902$26,265 ▼-2.8%21,1210.1%Computer and TechnologyKOCocaCola$893,142$281,159 ▲45.9%12,6240.1%Consumer StaplesISRGIntuitive Surgical$878,151$197,801 ▼-18.4%1,6160.1%MedicalQQQInvesco QQQ$876,854$20,405 ▲2.4%1,5900.1%FinanceTXNTexas Instruments$875,241$618,232 ▼-41.4%4,2160.1%Computer and TechnologyBRK.BBerkshire Hathaway$856,898$99,583 ▲13.1%1,7640.1%FinanceSHWSherwin-Williams$852,089$13,046 ▲1.6%2,4820.1%Basic MaterialsShowing 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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