HoldingsChannel.com
Souders Financial Advisors Top Holdings
As of  06/30/2022, below is a summary of the Souders Financial Advisors top holdings by largest position size, as per the latest 13f filing made by Souders Financial Advisors. In the Souders Financial Advisors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Souders Financial Advisors in that top holding, then the share count change between reporting periods, and finally the Souders Financial Advisors top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 331,607 +8,788 $23,753
     SCHD331,607+8,788$23,753
VANGUARD INDEX FDS (VOO) 64,112 +4,127 $22,239
     VOO64,112+4,127$22,239
SCHWAB STRATEGIC TR 387,333 +274,905 $18,542
     SCHZ387,333+274,905$18,542
PROCTER AND GAMBLE CO 112,890 +17,396 $16,232
     PG112,890+17,396$16,232
CAPITAL GROUP CORE PLUS INCO 573,650 +573,650 $13,343
     CGCP573,650+573,650$13,343
APPLE INC 88,825 +9,902 $12,144
     AAPL88,825+9,902$12,144
J P MORGAN EXCHANGE TRADED F (JPST) 203,391 +4,022 $10,188
     JPST203,391+4,022$10,188
SCHWAB STRATEGIC TR 147,934 +10,342 $8,579
     SCHG147,934+10,342$8,579
MICROSOFT CORP 29,142 +1,699 $7,485
     MSFT29,142+1,699$7,485
VANGUARD SPECIALIZED FUNDS (VIG) 50,263 +2,042 $7,211
     VIG50,263+2,042$7,211
T ROWE PRICE ETF INC (TCHP) 293,861 +161,635 $6,456
     TCHP293,861+161,635$6,456
T ROWE PRICE ETF INC (TDVG) 206,630 +181,554 $6,153
     TDVG206,630+181,554$6,153
SCHWAB STRATEGIC TR 149,541 +7,719 $5,831
     SCHA149,541+7,719$5,831
UNITEDHEALTH GROUP INC 10,550 -248 $5,419
     UNH10,550-248$5,419
SCHWAB STRATEGIC TR 96,339 +3,289 $5,376
     SCHP96,339+3,289$5,376
VISA INC 27,116 +1,467 $5,339
     V27,116+1,467$5,339
PIMCO ETF TR (MINT) 51,282 +2,715 $5,083
     MINT51,282+2,715$5,083
JPMORGAN CHASE & CO 43,929 +7,909 $4,947
     JPM43,929+7,909$4,947
ALPHABET INC 2,038 +506 $4,457
     GOOG2,038+506$4,457
HOME DEPOT INC 16,102 +4,184 $4,416
     HD16,102+4,184$4,416
CME GROUP INC 20,362 +2,769 $4,168
     CME20,362+2,769$4,168
BROADCOM INC 8,547 +193 $4,152
     AVGO8,547+193$4,152
PFIZER INC 77,682 +2,072 $4,073
     PFE77,682+2,072$4,073
CROWN CASTLE INTL CORP NEW 22,503 +719 $3,789
     CCI22,503+719$3,789
NOVO NORDISK A S 32,446 +226 $3,615
     NVO32,446+226$3,615
AMAZON COM INC 33,640 +32,324 $3,573
     AMZN33,640+32,324$3,573
SCHWAB STRATEGIC TR 110,992 +6,416 $3,491
     SCHF110,992+6,416$3,491
COMCAST CORP NEW 88,938 +15,595 $3,490
     CMCSA88,938+15,595$3,490
CINCINNATI FINL CORP 28,702 -26 $3,415
     CINF28,702-26$3,415
MARSH & MCLENNAN COS INC 21,383 +667 $3,320
     MMC21,383+667$3,320
TRUIST FINL CORP 65,458 +3,165 $3,105
     TFC65,458+3,165$3,105
SCHWAB STRATEGIC TR 67,907 +1,484 $3,001
     SCHB67,907+1,484$3,001
ABBOTT LABS 27,264 +937 $2,962
     ABT27,264+937$2,962
BRISTOL MYERS SQUIBB CO 37,083 +37,083 $2,855
     BMY37,083+37,083$2,855
VANGUARD SCOTTSDALE FDS (VGIT) 46,686 +34,663 $2,855
     VGIT46,686+34,663$2,855
MONDELEZ INTL INC 45,372 +1,537 $2,817
     MDLZ45,372+1,537$2,817
INVESCO EXCH TRD SLF IDX FD 131,090 +7,191 $2,719
     BSCO131,090+7,191$2,719
YUM BRANDS INC 23,824 +1,040 $2,704
     YUM23,824+1,040$2,704
ELECTRONIC ARTS INC 21,583 +930 $2,626
     EA21,583+930$2,626
S&P GLOBAL INC 7,728 +5,904 $2,605
     SPGI7,728+5,904$2,605
CONOCOPHILLIPS 28,987 -15,750 $2,603
     COP28,987-15,750$2,603
FIDELITY NATL INFORMATION SV 28,143 +1,369 $2,580
     FIS28,143+1,369$2,580
LAUDER ESTEE COS INC 10,071 +485 $2,565
     EL10,071+485$2,565
EQUINIX INC 3,878 +185 $2,548
     EQIX3,878+185$2,548
INVESCO EXCH TRD SLF IDX FD 119,022 +5,637 $2,522
     BSCM119,022+5,637$2,522
AMPLIFY ETF TR (DIVO) 75,175 +50,218 $2,522
     DIVO75,175+50,218$2,522
HONEYWELL INTL INC 14,510 +611 $2,522
     HON14,510+611$2,522
INVESCO EXCH TRD SLF IDX FD 120,095 +6,312 $2,516
     BSCN120,095+6,312$2,516
NORFOLK SOUTHN CORP 10,473 +467 $2,380
     NSC10,473+467$2,380
HILTON WORLDWIDE HLDGS INC 20,363 +542 $2,269
     HLT20,363+542$2,269

See Full List: All Stocks Held By Souders Financial Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Souders Financial Advisors

Size ($ in 1000's)
At 06/30/2022: $347,773
At 03/31/2022: $345,867

Souders Financial Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Souders Financial Advisors 13F filings. Link to 13F filings: SEC filings

Souders Financial Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.