Souders-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "AFG",
  "PCG",
  "MU",
  null,
  "ACN",
  "ABNB",
  "ABT",
  "ABBV",
  "GOOGL",
  "ALNY",
  "AXP",
  "AIG",
  "ASML",
  null,
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  null,
  null,
  null,
  "EOG",
  "FFBC",
  "FCX",
  "GILD",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "UNP",
  "QCOM",
  "FSCO",
  "ISRG",
  null,
  null,
  "META",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "LIN",
  "SCHY",
  null,
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "EQIX",
  "GE",
  "IJR",
  "KLAC",
  "KR",
  "ORCL",
  "NOC",
  "PAYX",
  "VGIT",
  null,
  "PEP",
  "PNC",
  "PGR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "MSTR",
  "REGN",
  "SPGI",
  null,
  "SHW",
  "SHOP",
  "RTX",
  "GLD",
  null,
  "IBM",
  "SBUX",
  "TXN",
  "TJX",
  "TDG",
  "UBER",
  "RCL",
  "EOSE",
  "SCHW",
  "VIG",
  "LCNB",
  "TSM",
  "VRTX",
  null,
  "AJG",
  "KRMD",
  "NVO",
  "AMZN",
  "SCHB",
  "ARMK",
  null,
  "VXUS",
  "VTEB",
  "BND",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WELL",
  null,
  null,
  "CNQ",
  "AEM",
  "SCHD",
  "SCHG",
  null,
  "SCHA",
  "TRP",
  "CRM",
  "GEV",
  "MELI",
  "FDX",
  "AUR",
  "ADP",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "BTI",
  "BR",
  "CARR",
  "CNP",
  "CVX",
  "CINF",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "NET",
  "CLX",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "STZ",
  "CEG",
  "COST",
  "CVS",
  "CSX",
  "DHR",
  "DFS",
  "NEE",
  "QQQ",
  "EPD",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 184
Total Value: 716324486
Accession Number: 0001811240-25-000002
Form Type: 13F-HR
CIK: souders-financial-advisors
Manager Name: Souders-Financial-Advisors

Data Enrichment

82% identified

150 identified34 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

184 positions • $716.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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78468R663

Shares:18.1K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$716.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:10.7K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$716.3M)

46138J825

Shares:78.2K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$716.3M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:9.1K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$716.3M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:22.2K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$716.3M)

808524607

SCHA|808524607

Shares:66.7K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$716.3M)

S&P Global Inc.

SPGI|78409V104

Shares:3.0K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$716.3M)

Duke Energy CORP

DUK|26441C204

Shares:12.4K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$716.3M)

UNION PACIFIC CORP

UNP|907818108

Shares:6.4K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$716.3M)

TC ENERGY CORP

TRP|87807B107

Shares:32.0K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$716.3M)

922907746

VTEB|922907746

Shares:30.2K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$716.3M)

NETFLIX INC

NFLX|64110L106

Shares:1.5K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$716.3M)

Philip Morris International Inc.

PM|718172109

Shares:8.9K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$716.3M)

Elevance Health, Inc.

ELV|036752103

Shares:3.1K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$716.3M)

Tesla, Inc.

TSLA|88160R101

Shares:5.2K

Value:$1.3M