Souders Financial Advisors Top Holdings and 13F Report (2023) About Souders Financial AdvisorsInvestment ActivitySouders Financial Advisors has $715.99 million in total holdings as of March 31, 2023.Souders Financial Advisors owns shares of 175 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 14.97% of the portfolio was purchased this quarter.About 7.93% of the portfolio was sold this quarter.This quarter, Souders Financial Advisors has purchased 172 new stocks and bought additional shares in 75 stocks.Souders Financial Advisors sold shares of 79 stocks and completely divested from 9 stocks this quarter.Largest Holdings Capital Group Core Plus Income ETF $55,415,383Vanguard S&P 500 ETF $52,396,347Capital Group Dividend Value ETF $34,634,579Vanguard Total International Stock ETF $28,505,471Capital Group Core Equity ETF $28,482,207 Largest New Holdings this Quarter T. Rowe Price Capital Appreciation Equity ETF $11,207,836 HoldingVanguard Value ETF $6,979,766 HoldingCAPITAL GROUP INTERNATIONAL $3,963,052 HoldingCAPITAL GROUP NEW GEOGRAPHY $3,953,961 HoldingiShares MSCI ACWI ETF $672,218 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 587,869 shares (about $16.06M)Schwab U.S. Large-Cap Growth ETF 497,249 shares (about $13.86M)T. Rowe Price Capital Appreciation Equity ETF 336,875 shares (about $11.21M)Capital Group Dividend Value ETF 258,521 shares (about $9.12M)Vanguard Value ETF 41,227 shares (about $6.98M) Largest Sales this Quarter Schwab International Dividend Equity ETF 401,460 shares (about $9.28M)Apple 11,645 shares (about $2.92M)Broadcom 7,544 shares (about $1.75M)JPMorgan Chase & Co. 7,169 shares (about $1.72M)General Electric 8,501 shares (about $1.42M) 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$55,415,383$3,951,534 ▲7.7%2,496,1887.7%ETFVOOVanguard S&P 500 ETF$52,396,347$1,176,217 ▲2.3%97,2457.3%ETFCGDVCapital Group Dividend Value ETF$34,634,579$9,115,447 ▲35.7%982,2634.8%ETFVXUSVanguard Total International Stock ETF$28,505,471$1,904,561 ▲7.2%483,7174.0%ETFCGUSCapital Group Core Equity ETF$28,482,207$2,358,133 ▲9.0%814,4754.0%ETFSCHDSchwab US Dividend Equity ETF$23,885,138$16,060,581 ▲205.3%874,2733.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$21,870,898$321,417 ▲1.5%225,7063.1%FinancePGProcter & Gamble$21,660,975$714,354 ▼-3.2%129,2043.0%Consumer StaplesSCHGSchwab U.S. Large-Cap Growth ETF$18,679,272$13,858,322 ▲287.5%670,2292.6%ETFJPSTJPMorgan Ultra-Short Income ETF$17,127,353$1,741,542 ▲11.3%340,0312.4%ETFFBNDFidelity Total Bond ETF$15,884,602$1,560,713 ▲10.9%354,0142.2%ETFAAPLApple$15,486,355$2,916,119 ▼-15.8%61,8422.2%Computer and TechnologyCGXUCapital Group International Focus Equity ETF$11,830,968$1,297,716 ▲12.3%479,5691.7%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$11,207,836$11,207,836 ▲New Holding336,8751.6%ETFSCHASchwab US Small-Cap ETF$10,894,289$5,106,698 ▲88.2%421,2801.5%ETFMSFTMicrosoft$10,644,254$1,240,909 ▼-10.4%25,2531.5%Computer and TechnologyTCHPT. Rowe Price Blue Chip Growth ETF$10,412,034$1,424,076 ▲15.8%247,2581.5%ETFBNDVanguard Total Bond Market ETF$10,311,276$92,477 ▲0.9%143,3911.4%ETFCGGRCapital Group Growth ETF$9,999,953$1,807,688 ▲22.1%269,0331.4%ETFVIGVanguard Dividend Appreciation ETF$8,944,542$1,030,654 ▼-10.3%45,6751.2%ETFAVGOBroadcom$8,663,203$1,749,009 ▼-16.8%37,3671.2%Computer and TechnologyCGGOCapital Group Global Growth Equity ETF$8,504,260$747,741 ▲9.6%291,0421.2%ETFVGITVanguard Intermediate-Term Treasury Index ETF$8,218,488$883,514 ▲12.0%141,6981.1%ETFCGSDCapital Group Short Duration Income ETF$8,033,903$1,144,261 ▲16.6%313,3351.1%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$7,835,766$512,559 ▲7.0%193,5711.1%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$7,619,442$905,232 ▲13.5%279,3051.1%ETFTHYFT. Rowe Price U.S. High Yield ETF$7,376,049$934,412 ▲14.5%141,5751.0%ETFJPMJPMorgan Chase & Co.$7,126,088$1,718,478 ▼-19.4%29,7281.0%FinanceVTVVanguard Value ETF$6,979,766$6,979,766 ▲New Holding41,2271.0%ETFAMZNAmazon.com$6,775,860$150,721 ▼-2.2%30,8850.9%Retail/WholesaleVVisa$5,710,102$1,237,905 ▼-17.8%18,0680.8%Business ServicesGOOGAlphabet$5,604,181$849,540 ▼-13.2%29,4280.8%Computer and TechnologyHDHome Depot$5,600,452$1,100,874 ▼-16.4%14,3970.8%Retail/WholesaleTMSLT. Rowe Price Small-Mid Cap ETF$5,298,465$375,622 ▲7.6%164,3190.7%ETFSCHBSchwab US Broad Market ETF$5,173,461$3,116,162 ▲151.5%227,9060.7%ETFUNHUnitedHealth Group$4,761,304$1,066,892 ▼-18.3%9,4120.7%MedicalMETAMeta Platforms$4,546,128$267,006 ▲6.2%7,7640.6%Computer and TechnologyBSCRInvesco BulletShares 2027 Corporate Bond ETF$4,506,933$348,361 ▲8.4%231,3620.6%ETFIJRiShares Core S&P Small-Cap ETF$4,378,266$249,453 ▼-5.4%37,9990.6%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$4,234,103$309,947 ▲7.9%217,9160.6%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$4,210,833$312,063 ▲8.0%203,9140.6%ETFCINFCincinnati Financial$4,188,727$58,917 ▲1.4%29,1490.6%FinanceCARRCarrier Global$3,977,151$1,347,924 ▼-25.3%58,2650.6%Computer and TechnologyCAPITAL GROUP INTERNATIONAL$3,963,052$3,963,052 ▲New Holding164,8140.6%SHSCAPITAL GROUP NEW GEOGRAPHY$3,953,961$3,953,961 ▲New Holding159,6270.6%SHSRTXRTX$3,789,574$493,080 ▼-11.5%32,7480.5%AerospaceSCHMSchwab U.S. Mid-Cap ETF$3,773,977$2,509,593 ▲198.5%136,1950.5%ETFABTAbbott Laboratories$3,623,165$1,149,319 ▼-24.1%32,0320.5%MedicalNVDANVIDIA$3,569,705$152,285 ▲4.5%26,5820.5%Computer and TechnologyGEGeneral Electric$3,536,693$1,417,913 ▼-28.6%21,2040.5%TransportationBSCTInvesco BulletShares 2029 Corporate Bond ETF$3,150,891$257,549 ▲8.9%171,8040.4%ETFLINDE PLC$3,104,999$1,117,900 ▼-26.5%7,4160.4%SHSBSCSInvesco BulletShares 2028 Corporate Bond ETF$3,071,582$340,942 ▲12.5%152,5870.4%ETFPNCThe PNC Financial Services Group$3,070,326$1,195,848 ▼-28.0%15,9210.4%FinanceABBVAbbVie$3,034,155$935,568 ▼-23.6%17,0750.4%MedicalMCDMcDonald's$2,984,254$1,120,762 ▼-27.3%10,2940.4%Retail/WholesaleMMCMarsh & McLennan Companies$2,899,691$1,036,165 ▼-26.3%13,6510.4%FinanceSCHYSchwab International Dividend Equity ETF$2,857,326$9,281,738 ▼-76.5%123,5870.4%ETFAMGNAmgen$2,813,928$1,141,106 ▼-28.9%10,7960.4%MedicalTRPTC Energy$2,794,033$1,199,031 ▼-30.0%60,0480.4%Oils/EnergyPCGPG&E$2,694,156$1,144,935 ▼-29.8%133,5060.4%UtilitiesARMKAramark$2,679,520$1,222,047 ▼-31.3%71,8180.4%Business ServicesEQIXEquinix$2,654,746$1,251,011 ▼-32.0%2,8160.4%FinanceUNPUnion Pacific$2,621,403$1,038,071 ▼-28.4%11,4950.4%TransportationNVONovo Nordisk A/S$2,499,741$920,328 ▼-26.9%29,0600.3%MedicalTXNTexas Instruments$2,419,353$945,953 ▼-28.1%12,9030.3%Computer and TechnologyFCXFreeport-McMoRan$2,378,079$1,084,092 ▼-31.3%62,4500.3%Basic MaterialsLLYEli Lilly and Company$2,291,228$169,063 ▼-6.9%2,9680.3%MedicalURIUnited Rentals$2,181,139$915,148 ▼-29.6%3,0960.3%ConstructionTSLATesla$2,164,986$185,363 ▼-7.9%5,3610.3%Auto/Tires/TrucksCNQCanadian Natural Resources$2,136,760$968,762 ▼-31.2%69,2180.3%Oils/EnergyCMCSAComcast$2,136,158$1,037,098 ▼-32.7%56,9190.3%Consumer DiscretionaryFFBCFirst Financial Bancorp.$1,936,668$296 ▲0.0%72,0490.3%FinanceCMECME Group$1,902,009$501,629 ▲35.8%8,1900.3%FinanceGSThe Goldman Sachs Group$1,871,634$137,982 ▼-6.9%3,2690.3%FinanceSTZConstellation Brands$1,674,045$1,150,947 ▼-40.7%7,5750.2%Consumer StaplesSPGIS&P Global$1,619,850$217,109 ▼-11.8%3,2530.2%Business ServicesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,606,343$385,563 ▲31.6%17,5690.2%ETFNEENextEra Energy$1,567,207$38,569 ▼-2.4%21,8610.2%UtilitiesNFLXNetflix$1,554,462$119,437 ▼-7.1%1,7440.2%Consumer DiscretionaryGOOGLAlphabet$1,538,781$334,863 ▲27.8%8,1290.2%Computer and TechnologyBACBank of America$1,523,747$225,156 ▼-12.9%34,6700.2%FinanceHONHoneywell International$1,506,315$97,364 ▲6.9%6,6680.2%Multi-Sector ConglomeratesVTEBVanguard Tax-Exempt Bond ETF$1,502,897$116,001 ▲8.4%29,9800.2%ETFISRGIntuitive Surgical$1,421,819$267,244 ▼-15.8%2,7240.2%MedicalCRMSalesforce$1,397,684$68,530 ▼-4.7%4,1810.2%Computer and TechnologyDUKDuke Energy$1,331,306$216,013 ▲19.4%12,3570.2%UtilitiesCATCaterpillar$1,330,337$86,343 ▼-6.1%3,6670.2%Industrial ProductsSPYSPDR S&P 500 ETF Trust$1,244,167$257,272 ▲26.1%2,1230.2%FinanceTJXTJX Companies$1,234,771$236,661 ▲23.7%10,2210.2%Retail/WholesaleCGMUCapital Group Municipal Income ETF$1,234,578$48,967 ▼-3.8%45,8610.2%ETFDHRDanaher$1,227,514$238,983 ▼-16.3%5,3470.2%MedicalTSMTaiwan Semiconductor Manufacturing$1,222,068$158,782 ▼-11.5%6,1880.2%Computer and TechnologyAXPAmerican Express$1,213,397$87,858 ▲7.8%4,0880.2%FinanceCOSTCostco Wholesale$1,210,703$262,120 ▼-17.8%1,3210.2%Retail/WholesaleMSTRMicroStrategy$1,195,841$253,997 ▼-17.5%4,1290.2%Computer and TechnologyIBMInternational Business Machines$1,191,491$34,734 ▼-2.8%5,4200.2%Computer and TechnologyCMGChipotle Mexican Grill$1,178,322$269,541 ▼-18.6%19,5410.2%Retail/WholesaleELVElevance Health$1,086,218$128,767 ▼-10.6%2,9440.2%MedicalSHOPShopify$1,056,176$175,232 ▼-14.2%9,9330.1%Computer and TechnologyShowing largest 100 holdings. 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