Institutions / Souders Financial Advisors / Holdings

Souders Financial Advisors

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
SHERWIN WILLIAMS CO	—	$733.9K	2,265	0.1%
Constellation Energy Corp	—	$738.2K	2,090	0.1%
COSTCO WHOLESALE CORP /NEW	—	$738.6K	857	0.1%
CAPITAL GRP FIXED INCM ETF T	—	$768.2K	29,166	0.1%
Union Pacific Corp	—	$777.2K	3,360	0.1%
AUTOMATIC DATA PROCESSING INC	—	$806.5K	3,135	0.1%
Intuitive Surgical Inc	—	$817.8K	1,444	0.1%
SPDR SERIES TRUST	—	$828.5K	10,328	0.1%
INVESCO QQQ TR	—	$834.3K	1,358	0.1%
KROGER CO	—	$841.6K	13,470	0.1%
EXXON MOBIL CORP	—	$877.6K	7,293	0.1%
SCHWAB STRATEGIC TR	—	$885.9K	31,105	0.1%
PROGRESSIVE CORP/OH	—	$900.4K	3,954	0.1%
COCA COLA CO	—	$907.0K	12,974	0.1%
VERTEX PHARMACEUTICALS INC / MA	—	$909.4K	2,006	0.1%
The PNC Financial Services Group, Inc.	—	$917.6K	4,396	0.1%
TransDigm Group Inc.	—	$921.6K	693	0.1%
Warren E. Buffett	—	$948.0K	1,886	0.1%
MICRON TECHNOLOGY INC	—	$964.9K	3,381	0.1%
UNITEDHEALTH GROUP INC	—	$1.02M	3,077	0.1%
TC ENERGY CORP	—	$1.02M	18,468	0.1%
Morgan Stanley	—	$1.05M	5,941	0.1%
Salesforce Inc	—	$1.09M	4,124	0.1%
SHOPIFY INC	—	$1.12M	6,974	0.1%
VANGUARD MUN BD FDS	—	$1.13M	22,513	0.1%
Uber Technologies, Inc	—	$1.14M	13,970	0.1%
CHEVRON CORP	—	$1.21M	7,913	0.1%
MARSH & MCLENNAN COMPANIES, INC.	—	$1.22M	6,553	0.1%
ROYAL CARIBBEAN CRUISES LTD	—	$1.23M	4,417	0.1%
Mastercard Inc	—	$1.23M	2,160	0.1%
CARRIER GLOBAL Corp	—	$1.31M	24,834	0.2%
BANK OF AMERICA CORP /DE	—	$1.33M	24,156	0.2%
Merck & Co., Inc.	—	$1.33M	12,677	0.2%
SPDR SERIES TRUST	—	$1.38M	15,105	0.2%
Netflix Inc	—	$1.43M	15,206	0.2%
Duke Energy Corp	—	$1.44M	12,257	0.2%
S&P Global Inc.	—	$1.48M	2,828	0.2%
CAPITAL GRP FIXED INCM ETF T	—	$1.49M	54,392	0.2%
TJX Cos Inc/The	—	$1.56M	10,171	0.2%
SPDR S&P 500 ETF TR	—	$1.65M	2,424	0.2%
Philip Morris International Inc.	—	$1.68M	10,479	0.2%
LINDE PLC	—	$1.68M	3,944	0.2%
Walmart Inc.	—	$1.68M	15,114	0.2%
INTERNATIONAL BUSINESS MACHINES CORP	—	$1.70M	5,736	0.2%
CATERPILLAR INC	—	$1.71M	2,990	0.2%
AMGEN INC	—	$1.74M	5,328	0.2%
AbbVie Inc.	—	$1.76M	7,694	0.2%
BRITISH AMERN TOB PLC	—	$1.83M	32,333	0.2%
NEXTERA ENERGY INC	—	$1.85M	23,006	0.2%
FIRST FINANCIAL BANCORP /OH	—	$1.89M	75,485	0.2%