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Souders Financial Advisors

All holdings · as of Dec 31, 2025

208 positions

CompanyClassValueShares% of portfolio
INNOVATOR ETFS TRUST$410.1K12,5130.0%
SCHWAB STRATEGIC TR$406.7K13,6370.0%
WELLS FARGO & COMPANY/MN$400.2K4,2940.0%
GILEAD SCIENCES, INC.$398.8K3,2490.0%
ConocoPhillips$398.6K4,2580.0%
ADVANCED MICRO DEVICES INC$396.4K1,8510.0%
AMPHENOL CORP /DE$396.0K2,9300.0%
INNOVATOR ETFS TRUST$391.0K14,6000.0%
Chubb Ltd$388.9K1,2460.0%
IES Holdings, Inc.$382.8K9840.0%
ASTRAZENECA PLC$378.8K4,1210.0%
INNOVATOR ETFS TRUST$372.9K7,5250.0%
Air Products & Chemicals, Inc.$372.5K1,5080.0%
SPDR GOLD TR$366.2K9240.0%
CVS HEALTH Corp$366.0K4,6120.0%
ASML HOLDING N V$358.4K3350.0%
PG&E Corp$348.5K21,6880.0%
Mondelez International, Inc.$347.7K6,4590.0%
ALTRIA GROUP, INC.$343.5K5,9570.0%
VANGUARD INDEX FDS$342.7K1,0220.0%
INNOVATOR ETFS TRUST$339.9K11,6940.0%
GENERAL DYNAMICS CORP$339.0K1,0070.0%
KKR & Co. Inc.$334.4K2,6230.0%
Accenture plc$331.4K1,2350.0%
Comcast Corp.$314.5K10,5210.0%
MercadoLibre, Inc.$312.2K1550.0%
CLOROX CO /DE$311.9K3,0930.0%
Chipotle Mexican Grill Inc$302.8K8,1850.0%
Hilton Worldwide Holdings Inc.$294.1K1,0240.0%
Sempra$293.3K3,3220.0%
LCNB CORPLCNBCommon Stock$290.7K17,7340.0%
Arthur J. Gallagher & Co.$282.7K1,0920.0%
INNOVATOR ETFS TRUST$281.0K5,8570.0%
AMERICAN INTERNATIONAL GROUP, INC.$277.0K3,2380.0%
ATI Inc$276.9K2,4130.0%
US BANCORP \DE$276.5K5,1810.0%
GE HealthCare Technologies Inc.$268.9K3,2780.0%
Strategy Inc$266.1K1,7510.0%
ISHARES TR$263.5K2,1920.0%
EXPAND ENERGY Corp$256.9K2,3280.0%
LOCKHEED MARTIN CORP$256.5K5300.0%
ServiceNow Inc$252.5K1,6480.0%
Walt Disney Co$252.4K2,2190.0%
PFIZER INC$251.9K10,1180.0%
INTEL CORP$242.0K6,5570.0%
L3HARRIS TECHNOLOGIES, INC. /DE$236.9K8070.0%
ATMOS ENERGY CORP$234.3K1,3980.0%
FS KKR Capital CorpFSKCommon Stock$230.0K15,5270.0%
Baker Hughes Co$222.9K4,8950.0%
HONEYWELL INTERNATIONAL INC$222.6K1,1410.0%
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