Souders Financial Advisors Q1 2025 Filing
Filed May 5, 2025
Portfolio Value
$716.3M
Holdings
184
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (184 positions)
| Stock | Value |
|---|---|
CGCPCAPITAL GRP FIXED INCM ETF T | $60.1M |
VOOVANGUARD INDEX FDS | $46.9M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $43.1M |
VXUSVANGUARD STAR FDS | $32.3M |
CGUSCAPITAL GROUP CORE EQUITY ET | $29.4M |
SCHDSCHWAB STRATEGIC TR | $26.3M |
PGPROCTER AND GAMBLE CO | $21.8M |
FBNDFIDELITY MERRIMACK STR TR | $20.9M |
TCAFT ROWE PRICE ETF INC | $20.5M |
AGGISHARES TR | $19.2M |
JPSTJ P MORGAN EXCHANGE TRADED F | $18.7M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $16.9M |
SCHGSCHWAB STRATEGIC TR | $16.8M |
TMSLT ROWE PRICE ETF INC | $13.9M |
AAPLAPPLE INC | $13.0M |
VTVVANGUARD INDEX FDS | $12.9M |
CGGRCAPITAL GROUP GROWTH ETF | $11.3M |
BNDVANGUARD BD INDEX FDS | $11.2M |
TMEDT ROWE PRICE ETF INC | $10.9M |
VGITVANGUARD SCOTTSDALE FDS | $9.4M |
CGSDCAPITAL GRP FIXED INCM ETF T | $9.4M |
DIVOAMPLIFY ETF TR | $8.8M |
CGGOCAPITAL GROUP GBL GROWTH EQT | $8.8M |
MSFTMICROSOFT CORP | $8.6M |
CGMSCAPITAL GRP FIXED INCM ETF T | $8.5M |
VIGVANGUARD SPECIALIZED FUNDS | $8.2M |
THYFT ROWE PRICE ETF INC | $8.1M |
AMZNAMAZON COM INC | $5.8M |
JPMJPMORGAN CHASE & CO. | $5.6M |
BSCRINVESCO EXCH TRD SLF IDX FD | $5.0M |
CGICCAPITAL GROUP INTERNATIONAL | $5.0M |
AVGOBROADCOM INC | $4.9M |
METAMETA PLATFORMS INC | $4.9M |
VVISA INC | $4.8M |
BSCQINVESCO EXCH TRD SLF IDX FD | $4.7M |
IJHISHARES TR | $4.6M |
HDHOME DEPOT INC | $4.3M |
CINFCINCINNATI FINL CORP | $4.3M |
GOOGALPHABET INC | $4.3M |
CGNGCAPITAL GROUP NEW GEOGRAPHY | $4.2M |
BSCSINVESCO EXCH TRD SLF IDX FD | $3.6M |
BSCTINVESCO EXCH TRD SLF IDX FD | $3.6M |
UNHUNITEDHEALTH GROUP INC | $3.5M |
NVDANVIDIA CORPORATION | $3.4M |
RTXRTX CORPORATION | $3.4M |
BSCUINVESCO EXCH TRD SLF IDX FD | $3.1M |
GEGE AEROSPACE | $3.0M |
ABTABBOTT LABS | $2.9M |
SCHBSCHWAB STRATEGIC TR | $2.6M |
ABBVABBVIE INC | $2.4M |
LLYELI LILLY & CO | $2.4M |
MCDMCDONALDS CORP | $2.2M |
LINLINDE PLC | $2.2M |
CARRCARRIER GLOBAL CORPORATION | $2.2M |
MRSHMARSH & MCLENNAN COS INC | $2.1M |
CMECME GROUP INC | $1.9M |
AMGNAMGEN INC | $1.9M |
CRMSALESFORCE INC | $1.9M |
FFBCFIRST FINL BANCORP OH | $1.8M |
GSGOLDMAN SACHS GROUP INC | $1.7M |
BILSPDR SER TR | $1.7M |
GOOGLALPHABET INC | $1.7M |
BSCPINVESCO EXCH TRD SLF IDX FD | $1.6M |
PNCPNC FINL SVCS GROUP INC | $1.6M |
NEENEXTERA ENERGY INC | $1.6M |
SCHASCHWAB STRATEGIC TR | $1.6M |
SPGIS&P GLOBAL INC | $1.5M |
DUKDUKE ENERGY CORP NEW | $1.5M |
UNPUNION PAC CORP | $1.5M |
TRPTC ENERGY CORP | $1.5M |
VTEBVANGUARD MUN BD FDS | $1.5M |
NFLXNETFLIX INC | $1.4M |
4I1PHILIP MORRIS INTL INC | $1.4M |
ELVELEVANCE HEALTH INC | $1.4M |
TSLATESLA INC | $1.3M |
IBMINTERNATIONAL BUSINESS MACHS | $1.3M |
AXPAMERICAN EXPRESS CO | $1.3M |
TXNTEXAS INSTRS INC | $1.3M |
CVXCHEVRON CORP NEW | $1.3M |
HONHONEYWELL INTL INC | $1.3M |
ARMKARAMARK | $1.2M |
TJXTJX COS INC NEW | $1.2M |
NVONOVO-NORDISK A S | $1.2M |
CATCATERPILLAR INC | $1.2M |
CGMUCAPITAL GRP FIXED INCM ETF T | $1.2M |
EQIXEQUINIX INC | $1.2M |
BACBANK AMERICA CORP | $1.1M |
PCGPG&E CORP | $1.1M |
COSTCOSTCO WHSL CORP NEW | $1.0M |
SPYSPDR S&P 500 ETF TR | $1.0M |
CMCSACOMCAST CORP NEW | $1.0M |
BACVERIZON COMMUNICATIONS INC | $986K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $986K |
ISRGINTUITIVE SURGICAL INC | $981K |
ADPAUTOMATIC DATA PROCESSING IN | $963K |
UBERUBER TECHNOLOGIES INC | $919K |
URIUNITED RENTALS INC | $894K |
CRCCANADIAN NAT RES LTD | $888K |
KRKROGER CO | $874K |
SCHYSCHWAB STRATEGIC TR | $854K |
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