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Souders Financial Advisors

All holdings · as of Dec 31, 2025

208 positions

CompanyClassValueShares% of portfolio
Aurora Innovation, Inc.—$66.8K17,4000.0%
CENOVUS ENERGY INC—$181.4K10,7240.0%
STRYKER CORP—$200.3K5700.0%
AMERICAN FINANCIAL GROUP INC—$202.3K1,4800.0%
CITIGROUP INC—$204.1K1,7490.0%
Medtronic plc—$204.9K2,1330.0%
INGERSOLL-RAND INC—$211.2K2,6660.0%
CONSTELLATION BRANDS, INC.—$217.6K1,5770.0%
HONEYWELL INTERNATIONAL INC—$222.6K1,1410.0%
Baker Hughes Co—$222.9K4,8950.0%
FS KKR Capital CorpFSKCommon Stock$230.0K15,5270.0%
ATMOS ENERGY CORP—$234.3K1,3980.0%
L3HARRIS TECHNOLOGIES, INC. /DE—$236.9K8070.0%
INTEL CORP—$242.0K6,5570.0%
PFIZER INC—$251.9K10,1180.0%
Walt Disney Co—$252.4K2,2190.0%
ServiceNow Inc—$252.5K1,6480.0%
LOCKHEED MARTIN CORP—$256.5K5300.0%
EXPAND ENERGY Corp—$256.9K2,3280.0%
ISHARES TR—$263.5K2,1920.0%
Strategy Inc—$266.1K1,7510.0%
GE HealthCare Technologies Inc.—$268.9K3,2780.0%
US BANCORP \DE—$276.5K5,1810.0%
ATI Inc—$276.9K2,4130.0%
AMERICAN INTERNATIONAL GROUP, INC.—$277.0K3,2380.0%
INNOVATOR ETFS TRUST—$281.0K5,8570.0%
Arthur J. Gallagher & Co.—$282.7K1,0920.0%
LCNB CORPLCNBCommon Stock$290.7K17,7340.0%
Sempra—$293.3K3,3220.0%
Hilton Worldwide Holdings Inc.—$294.1K1,0240.0%
Chipotle Mexican Grill Inc—$302.8K8,1850.0%
CLOROX CO /DE—$311.9K3,0930.0%
MercadoLibre, Inc.—$312.2K1550.0%
Comcast Corp.—$314.5K10,5210.0%
Accenture plc—$331.4K1,2350.0%
KKR & Co. Inc.—$334.4K2,6230.0%
GENERAL DYNAMICS CORP—$339.0K1,0070.0%
INNOVATOR ETFS TRUST—$339.9K11,6940.0%
VANGUARD INDEX FDS—$342.7K1,0220.0%
ALTRIA GROUP, INC.—$343.5K5,9570.0%
Mondelez International, Inc.—$347.7K6,4590.0%
PG&E Corp—$348.5K21,6880.0%
ASML HOLDING N V—$358.4K3350.0%
CVS HEALTH Corp—$366.0K4,6120.0%
SPDR GOLD TR—$366.2K9240.0%
Air Products & Chemicals, Inc.—$372.5K1,5080.0%
INNOVATOR ETFS TRUST—$372.9K7,5250.0%
ASTRAZENECA PLC—$378.8K4,1210.0%
IES Holdings, Inc.—$382.8K9840.0%
Chubb Ltd—$388.9K1,2460.0%
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