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)

StockValue
KRKROGER CO
$837K
MIGAMICROSTRATEGY INC
$803K
SHOPSHOPIFY INC
$801K
CGSMCAPITAL GRP FIXED INCM ETF T
$761K
MDLZMONDELEZ INTL INC
$752K
T7DTRANSDIGM GROUP INC
$748K
EQIXEQUINIX INC
$748K
URIUNITED RENTALS INC
$743K
GEVGE VERNOVA INC
$731K
PGRPROGRESSIVE CORP
$715K
XOMEXXON MOBIL CORP
$697K
BABOEING CO
$687K
CEGCONSTELLATION ENERGY CORP
$677K
DWDMORGAN STANLEY
$666K
ACNACCENTURE PLC IRELAND
$634K
NOCNORTHROP GRUMMAN CORP
$628K
CITCINTAS CORP
$617K
CMCSACOMCAST CORP NEW
$614K
JEPIJ P MORGAN EXCHANGE TRADED F
$612K
JMSTJ P MORGAN EXCHANGE TRADED F
$604K
CMGCHIPOTLE MEXICAN GRILL INC
$603K
WMTWALMART INC
$586K
AEMAGNICO EAGLE MINES LTD
$586K
VRTXVERTEX PHARMACEUTICALS INC
$583K
CSCOCISCO SYS INC
$565K
CRCCANADIAN NAT RES LTD
$550K
LOWLOWES COS INC
$541K
ORCLORACLE CORP
$537K
COFCAPITAL ONE FINL CORP
$528K
SBUXSTARBUCKS CORP
$522K
UJULINNOVATOR ETFS TRUST
$521K
EOSEEOS ENERGY ENTERPRISES INC
$520K
PCGPG&E CORP
$514K
FCXFREEPORT-MCMORAN INC
$514K
DHRDANAHER CORPORATION
$511K
SCHYSCHWAB STRATEGIC TR
$470K
MRKMERCK & CO INC
$466K
IJRISHARES TR
$457K
PLTRPALANTIR TECHNOLOGIES INC
$448K
ALNYALNYLAM PHARMACEUTICALS INC
$443K
QCOMQUALCOMM INC
$428K
NETCLOUDFLARE INC
$422K
WELLWELLTOWER INC
$411K
UAPRINNOVATOR ETFS TRUST
$402K
GILDGILEAD SCIENCES INC
$386K
MUMICRON TECHNOLOGY INC
$386K
ZSEPINNOVATOR ETFS TRUST
$381K
SCHWSCHWAB CHARLES CORP
$380K
CNPCENTERPOINT ENERGY INC
$379K
MLB1MERCADOLIBRE INC
$376K
BMYBRISTOL-MYERS SQUIBB CO
$362K
PEPPEPSICO INC
$359K
MDTMEDTRONIC PLC
$350K
CLXCLOROX CO DEL
$350K
BDECINNOVATOR ETFS TRUST
$340K
IESCIES HLDGS INC
$337K
JNJJOHNSON & JOHNSON
$330K
NOWSERVICENOW INC
$330K
ZJULINNOVATOR ETFS TRUST
$330K
COPCONOCOPHILLIPS
$329K
KLACKLA CORP
$325K
ASMLASML HOLDING N V
$320K
STZCONSTELLATION BRANDS INC
$310K
PAYXPAYCHEX INC
$308K
CVSCVS HEALTH CORP
$303K
KKRKKR & CO INC
$300K
AJGGALLAGHER ARTHUR J & CO
$298K
CBCHUBB LIMITED
$297K
EPDENTERPRISE PRODS PARTNERS L
$285K
GQ9SPDR GOLD TR
$284K
BAPRINNOVATOR ETFS TRUST
$265K
MOALTRIA GROUP INC
$262K
GDGENERAL DYNAMICS CORP
$262K
CGMMCAPITAL GROUP EQUITY ETF TR
$261K
WFCWELLS FARGO CO NEW
$259K
AZNASTRAZENECA PLC
$254K
SCHZSCHWAB STRATEGIC TR
$252K
IVVISHARES TR
$250K
AMATAPPLIED MATLS INC
$247K
DISDISNEY WALT CO
$247K
LCNBLCNB CORP
$246K
TMOTHERMO FISHER SCIENTIFIC INC
$245K
EOGEOG RES INC
$240K
AMDADVANCED MICRO DEVICES INC
$236K
TFCTRUIST FINL CORP
$236K
SRESEMPRA
$234K
HLTHILTON WORLDWIDE HLDGS INC
$232K
LMTLOCKHEED MARTIN CORP
$231K
USBUS BANCORP DEL
$230K
APDAIR PRODS & CHEMS INC
$228K
FISFIDELITY NATL INFORMATION SV
$220K
AIGAMERICAN INTL GROUP INC
$218K
SYKSTRYKER CORPORATION
$212K
IRINGERSOLL RAND INC
$212K
PYPLPAYPAL HLDGS INC
$207K
BRBROADRIDGE FINL SOLUTIONS IN
$204K
LHXL3HARRIS TECHNOLOGIES INC
$202K
FSCOFS CREDIT OPPORTUNITIES CORP
$113K
AURAURORA INNOVATION INC
$60K
KRMDKORU MEDICAL SYSTEMS INC
$54K
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