Souders Financial Advisors Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$873.2M

Holdings

208

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (208 positions)

#StockSharesValue% PortfolioType
101
SPYMSPDR SERIES TRUST
10,328$828K0.09%
102
ISRGINTUITIVE SURGICAL INC
1,444$817K0.09%
103
ADPAUTOMATIC DATA PROCESSING IN
3,135$806K0.09%
104
UNPUNION PAC CORP
3,360$777K0.09%
105
CGSMCAPITAL GRP FIXED INCM ETF T
29,166$768K0.09%
106
CEGCONSTELLATION ENERGY CORP
2,090$738K0.08%
107
COSTCOSTCO WHSL CORP NEW
857$738K0.08%
108
SHWSHERWIN WILLIAMS CO
2,265$733K0.08%
109
URIUNITED RENTALS INC
904$731K0.08%
110
ELVELEVANCE HEALTH INC FORMERLY
2,080$728K0.08%
111
ACWIISHARES TR
5,113$723K0.08%
112
SBUXSTARBUCKS CORP
8,547$719K0.08%
113
EOSEEOS ENERGY ENTERPRISES INC
62,507$716K0.08%
114
GEVGE VERNOVA INC
1,069$698K0.08%
115
ORCLORACLE CORP
3,566$695K0.08%
116
COFCAPITAL ONE FINL CORP
2,818$682K0.08%
117
WELLWELLTOWER INC
3,669$681K0.08%
118
ARMKARAMARK
18,161$669K0.08%
119
CSCOCISCO SYS INC
8,504$655K0.08%
120
AMATAPPLIED MATLS INC
2,445$628K0.07%
121
BACVERIZON COMMUNICATIONS INC
15,160$617K0.07%
122
LOWLOWES COS INC
2,534$611K0.07%
123
NOCNORTHROP GRUMMAN CORP
1,048$597K0.07%
124
AEMAGNICO EAGLE MINES LTD
3,382$573K0.07%
125
JMSTJ P MORGAN EXCHANGE TRADED F
11,018$561K0.06%
126
ALNYALNYLAM PHARMACEUTICALS INC
1,410$560K0.06%
127
DHRDANAHER CORPORATION
2,419$553K0.06%
128
JNJJOHNSON & JOHNSON
2,660$550K0.06%
129
PEPPEPSICO INC
3,765$540K0.06%
130
TMOTHERMO FISHER SCIENTIFIC INC
919$532K0.06%
131
KLACKLA CORP
436$530K0.06%
132
MPCMARATHON PETE CORP
3,184$517K0.06%
133
GLDMWORLD GOLD TR
6,010$513K0.06%
134
BABOEING CO
2,304$500K0.06%
135
SLVISHARES SILVER TR
7,584$488K0.06%
136
PLTRPALANTIR TECHNOLOGIES INC
2,725$484K0.06%
137
CITCINTAS CORP
2,560$481K0.06%
138
EQIXEQUINIX INC
627$480K0.05%
139
UJULINNOVATOR ETFS TRUST
12,195$472K0.05%
140
QCOMQUALCOMM INC
2,724$465K0.05%
141
BMYBRISTOL-MYERS SQUIBB CO
8,466$456K0.05%
142
NETCLOUDFLARE INC
2,253$444K0.05%
143
SCHWSCHWAB CHARLES CORP
4,341$433K0.05%
144
CRCCANADIAN NAT RES LTD
12,710$430K0.05%
145
FCXFREEPORT-MCMORAN INC
8,432$428K0.05%
146
TFCTRUIST FINL CORP
8,706$428K0.05%
147
QDVOAMPLIFY ETF TR
14,661$425K0.05%
148
TXNTEXAS INSTRS INC
2,448$424K0.05%
149
CNPCENTERPOINT ENERGY INC
11,018$422K0.05%
150
NVONOVO-NORDISK A S
8,133$413K0.05%
151
UAPRINNOVATOR ETFS TRUST
12,513$410K0.05%
152
SCHYSCHWAB STRATEGIC TR
13,637$406K0.05%
153
WFCWELLS FARGO CO NEW
4,294$400K0.05%
154
GILDGILEAD SCIENCES INC
3,249$398K0.05%
155
COPCONOCOPHILLIPS
4,258$398K0.05%
156
AMDADVANCED MICRO DEVICES INC
1,851$396K0.05%
157
APHAMPHENOL CORP NEW
2,930$395K0.05%
158
ZSEPINNOVATOR ETFS TRUST
14,600$390K0.04%
159
CBCHUBB LIMITED
1,246$388K0.04%
160
IESCIES HLDGS INC
984$382K0.04%
161
AZNASTRAZENECA PLC
4,121$378K0.04%
162
APDAIR PRODS & CHEMS INC
1,508$372K0.04%
163
BDECINNOVATOR ETFS TRUST
7,525$372K0.04%
164
GQ9SPDR GOLD TR
924$366K0.04%
165
CVSCVS HEALTH CORP
4,612$366K0.04%
166
ASMLASML HOLDING N V
335$358K0.04%
167
PCGPG&E CORP
21,688$348K0.04%
168
MDLZMONDELEZ INTL INC
6,459$347K0.04%
169
MOALTRIA GROUP INC
5,957$343K0.04%
170
VTIVANGUARD INDEX FDS
1,022$342K0.04%
171
ZJULINNOVATOR ETFS TRUST
11,694$339K0.04%
172
GDGENERAL DYNAMICS CORP
1,007$339K0.04%
173
KKRKKR & CO INC
2,623$334K0.04%
174
ACNACCENTURE PLC IRELAND
1,235$331K0.04%
175
CMCSACOMCAST CORP NEW
10,521$314K0.04%
176
MLB1MERCADOLIBRE INC
155$312K0.04%
177
CLXCLOROX CO DEL
3,093$311K0.04%
178
CMGCHIPOTLE MEXICAN GRILL INC
8,185$302K0.03%
179
HLTHILTON WORLDWIDE HLDGS INC
1,024$294K0.03%
180
SRESEMPRA
3,322$293K0.03%
181
LCNBLCNB CORP
17,734$290K0.03%
182
AJGGALLAGHER ARTHUR J & CO
1,092$282K0.03%
183
BAPRINNOVATOR ETFS TRUST
5,857$281K0.03%
184
AIGAMERICAN INTL GROUP INC
3,238$277K0.03%
185
ATDATI INC
2,413$276K0.03%
186
USBUS BANCORP DEL
5,181$276K0.03%
187
GEHCGE HEALTHCARE TECHNOLOGIES I
3,278$268K0.03%
188
MIGASTRATEGY INC
1,751$266K0.03%
189
IJRISHARES TR
2,192$263K0.03%
190
EXEEXPAND ENERGY CORPORATION
2,328$256K0.03%
191
LMTLOCKHEED MARTIN CORP
530$256K0.03%
192
DISDISNEY WALT CO
2,219$252K0.03%
193
NOWSERVICENOW INC
1,648$252K0.03%
194
PFEPFIZER INC
10,118$251K0.03%
195
INTCINTEL CORP
6,557$241K0.03%
196
LHXL3HARRIS TECHNOLOGIES INC
807$236K0.03%
197
ATOATMOS ENERGY CORP
1,398$234K0.03%
198
FSKFS KKR CAP CORP
15,527$229K0.03%
199
HONHONEYWELL INTL INC
1,141$222K0.03%
200
BKRBAKER HUGHES COMPANY
4,895$222K0.03%
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