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)

StockValue
SHWSHERWIN WILLIAMS CO
$853K
PEPPEPSICO INC
$839K
BRK/BBERKSHIRE HATHAWAY INC DEL
$830K
RCLROYAL CARIBBEAN GROUP
$825K
MIGAMICROSTRATEGY INC
$804K
FCXFREEPORT-MCMORAN INC
$765K
XOMEXXON MOBIL CORP
$763K
DHRDANAHER CORPORATION
$762K
JEPIJ P MORGAN EXCHANGE TRADED F
$747K
T7DTRANSDIGM GROUP INC
$737K
NDQINVESCO QQQ TR
$728K
SHOPSHOPIFY INC
$719K
BMTABRITISH AMERN TOB PLC
$717K
MAMASTERCARD INCORPORATED
$699K
IJRISHARES TR
$690K
CMGCHIPOTLE MEXICAN GRILL INC
$680K
CGSMCAPITAL GRP FIXED INCM ETF T
$658K
KOCOCA COLA CO
$620K
PGRPROGRESSIVE CORP
$606K
JMSTJ P MORGAN EXCHANGE TRADED F
$603K
STZCONSTELLATION BRANDS INC
$590K
LOWLOWES COS INC
$585K
NOCNORTHROP GRUMMAN CORP
$582K
WMTWALMART INC
$549K
AEMAGNICO EAGLE MINES LTD
$538K
VRTXVERTEX PHARMACEUTICALS INC
$527K
CITCINTAS CORP
$524K
BABOEING CO
$523K
ACNACCENTURE PLC IRELAND
$515K
JNJJOHNSON & JOHNSON
$508K
ALNYALNYLAM PHARMACEUTICALS INC
$484K
EOSEEOS ENERGY ENTERPRISES INC
$478K
EOGEOG RES INC
$474K
DWDMORGAN STANLEY
$469K
CSCOCISCO SYS INC
$466K
MDLZMONDELEZ INTL INC
$465K
MOALTRIA GROUP INC
$451K
CLXCLOROX CO DEL
$437K
BMYBRISTOL-MYERS SQUIBB CO
$417K
QCOMQUALCOMM INC
$403K
ASMLASML HOLDING N V
$390K
UAPRINNOVATOR ETFS TRUST
$384K
GEVGE VERNOVA INC
$368K
ZSEPINNOVATOR ETFS TRUST
$367K
CNPCENTERPOINT ENERGY INC
$365K
CEGCONSTELLATION ENERGY CORP
$346K
SCHWSCHWAB CHARLES CORP
$345K
SBUXSTARBUCKS CORP
$336K
CSXCSX CORP
$330K
WELLWELLTOWER INC
$321K
BDECINNOVATOR ETFS TRUST
$315K
NETCLOUDFLARE INC
$311K
EPDENTERPRISE PRODS PARTNERS L
$311K
COPCONOCOPHILLIPS
$309K
GILDGILEAD SCIENCES INC
$304K
AIGAMERICAN INTL GROUP INC
$280K
CVSCVS HEALTH CORP
$272K
GQ9SPDR GOLD TR
$268K
ORCLORACLE CORP
$263K
REGNREGENERON PHARMACEUTICALS
$263K
AFGAMERICAN FINL GROUP INC OHIO
$261K
PAYXPAYCHEX INC
$259K
SCHZSCHWAB STRATEGIC TR
$253K
LCNBLCNB CORP
$250K
BAPRINNOVATOR ETFS TRUST
$249K
MRKMERCK & CO INC
$242K
GEHCGE HEALTHCARE TECHNOLOGIES I
$241K
MLB1MERCADOLIBRE INC
$238K
KLACKLA CORP
$237K
PFEPFIZER INC
$235K
AJGGALLAGHER ARTHUR J & CO
$232K
MDTMEDTRONIC PLC
$228K
DFSEURDISCOVER FINL SVCS
$222K
LMTLOCKHEED MARTIN CORP
$220K
PLTRPALANTIR TECHNOLOGIES INC
$220K
ABNBAIRBNB INC
$219K
MUMICRON TECHNOLOGY INC
$213K
AZNASTRAZENECA PLC
$212K
CBCHUBB LIMITED
$209K
FDXFEDEX CORP
$208K
BRBROADRIDGE FINL SOLUTIONS IN
$203K
FSCOFS CREDIT OPPORTUNITIES CORP
$110K
AURAURORA INNOVATION INC
$70K
KRMDKORU MEDICAL SYSTEMS INC
$38K
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