Souders Financial Advisors Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$785.7M
Holdings
200
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (200 positions)
| Stock | Value |
|---|---|
CGCPCAPITAL GRP FIXED INCM ETF T | $63.3M |
VOOVANGUARD INDEX FDS | $53.8M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $51.3M |
VXUSVANGUARD STAR FDS | $36.8M |
CGUSCAPITAL GROUP CORE EQUITY ET | $34.4M |
SCHDSCHWAB STRATEGIC TR | $26.0M |
TCAFT ROWE PRICE ETF INC | $25.6M |
FBNDFIDELITY MERRIMACK STR TR | $22.6M |
SCHGSCHWAB STRATEGIC TR | $20.1M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $20.1M |
JPSTJ P MORGAN EXCHANGE TRADED F | $19.6M |
AGGISHARES TR | $19.4M |
PGPROCTER AND GAMBLE CO | $19.4M |
TMSLT ROWE PRICE ETF INC | $16.2M |
VTVVANGUARD INDEX FDS | $14.8M |
CGGRCAPITAL GROUP GROWTH ETF | $14.8M |
TMEDT ROWE PRICE ETF INC | $13.7M |
MSFTMICROSOFT CORP | $11.9M |
AAPLAPPLE INC | $11.9M |
BNDVANGUARD BD INDEX FDS | $11.1M |
CGGOCAPITAL GROUP GBL GROWTH EQT | $10.6M |
CGSDCAPITAL GRP FIXED INCM ETF T | $10.3M |
VGITVANGUARD SCOTTSDALE FDS | $10.1M |
DIVOAMPLIFY ETF TR | $9.5M |
CGMSCAPITAL GRP FIXED INCM ETF T | $9.2M |
VIGVANGUARD SPECIALIZED FUNDS | $8.9M |
THYFT ROWE PRICE ETF INC | $8.7M |
AVGOBROADCOM INC | $8.1M |
METAMETA PLATFORMS INC | $6.8M |
AMZNAMAZON COM INC | $6.3M |
JPMJPMORGAN CHASE & CO. | $6.2M |
CGICCAPITAL GROUP INTERNATIONAL | $6.0M |
NVDANVIDIA CORPORATION | $5.8M |
BSCRINVESCO EXCH TRD SLF IDX FD | $5.2M |
IJHISHARES TR | $5.1M |
CGNGCAPITAL GROUP NEW GEOGRAPHY | $4.9M |
BSCQINVESCO EXCH TRD SLF IDX FD | $4.9M |
GOOGALPHABET INC | $4.6M |
VVISA INC | $4.5M |
CINFCINCINNATI FINL CORP | $4.3M |
HDHOME DEPOT INC | $4.1M |
RTXRTX CORPORATION | $3.9M |
BSCSINVESCO EXCH TRD SLF IDX FD | $3.8M |
BSCTINVESCO EXCH TRD SLF IDX FD | $3.8M |
BSCUINVESCO EXCH TRD SLF IDX FD | $3.5M |
GEGE AEROSPACE | $3.5M |
ABTABBOTT LABS | $2.4M |
SCHBSCHWAB STRATEGIC TR | $2.3M |
LLYELI LILLY & CO | $2.3M |
GOOGLALPHABET INC | $2.2M |
CARRCARRIER GLOBAL CORPORATION | $2.2M |
NFLXNETFLIX INC | $2.0M |
CMECME GROUP INC | $2.0M |
GSGOLDMAN SACHS GROUP INC | $2.0M |
LINLINDE PLC | $2.0M |
TSLATESLA INC | $1.9M |
MCDMCDONALDS CORP | $1.9M |
FFBCFIRST FINL BANCORP OH | $1.7M |
IBMINTERNATIONAL BUSINESS MACHS | $1.7M |
MRSHMARSH & MCLENNAN COS INC | $1.6M |
VTEBVANGUARD MUN BD FDS | $1.6M |
AMGNAMGEN INC | $1.6M |
CATCATERPILLAR INC | $1.5M |
ABBVABBVIE INC | $1.5M |
AXPAMERICAN EXPRESS CO | $1.5M |
NEENEXTERA ENERGY INC | $1.5M |
SPGIS&P GLOBAL INC | $1.5M |
4I1PHILIP MORRIS INTL INC | $1.5M |
DUKDUKE ENERGY CORP NEW | $1.4M |
HONHONEYWELL INTL INC | $1.4M |
BSCPINVESCO EXCH TRD SLF IDX FD | $1.4M |
RCLROYAL CARIBBEAN GROUP | $1.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.3M |
BILSPDR SERIES TRUST | $1.3M |
BMTABRITISH AMERN TOB PLC | $1.2M |
TJXTJX COS INC NEW | $1.2M |
UBERUBER TECHNOLOGIES INC | $1.1M |
CGMUCAPITAL GRP FIXED INCM ETF T | $1.1M |
SPYSPDR S&P 500 ETF TR | $1.1M |
TRPTC ENERGY CORP | $1.1M |
UNHUNITEDHEALTH GROUP INC | $1.1M |
BACBANK AMERICA CORP | $1.1M |
PNCPNC FINL SVCS GROUP INC | $1.1M |
CVXCHEVRON CORP NEW | $1.0M |
CRMSALESFORCE INC | $997K |
ELVELEVANCE HEALTH INC | $985K |
SCHASCHWAB STRATEGIC TR | $980K |
ADPAUTOMATIC DATA PROCESSING IN | $963K |
UNPUNION PAC CORP | $955K |
MAMASTERCARD INCORPORATED | $949K |
ARMKARAMARK | $945K |
NVONOVO-NORDISK A S | $921K |
COSTCOSTCO WHSL CORP NEW | $919K |
BACVERIZON COMMUNICATIONS INC | $914K |
KOCOCA COLA CO | $893K |
ISRGINTUITIVE SURGICAL INC | $878K |
NDQINVESCO QQQ TR | $877K |
TXNTEXAS INSTRS INC | $875K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $857K |
SHWSHERWIN WILLIAMS CO | $852K |
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