Souders Financial Advisors

13F filer · CIK 0001811240

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$994MU.S. long equity reported on 13F

Positions16818 new · 12 closed

Net flow last quarter+$11.3MBuys minus sells

Top 10 positions weight17.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026168 positions
CGCPCardiogenesis Corp	$76.7M	7.71%	Not reported	+6.6%	Q2 2022
PGPROCTER & GAMBLE Co	$18.5M	1.86%	0.01%	+3.9%	Q1 2020
AAPLApple Inc.	$18.1M	1.82%	0.00%	+1.5%	Q1 2020
AVGOBroadcom Inc.	$11.6M	1.17%	0.00%	+0.2%	Q1 2020
NVDANvidia Corp	$11.4M	1.14%	0.00%	+13.4%	Q1 2022
MSFTMicrosoft Corp	$10.5M	1.05%	0.00%	+0.7%	Q1 2020
GOOGAlphabet Inc.	$9.39M	0.94%	Not reported	+0.6%	Q1 2020
AMZNAmazon Com Inc	$8.47M	0.85%	0.00%	+0.8%	Q1 2020
JPMJPMorgan Chase & Co	$6.79M	0.68%	0.00%	-0.5%	Q1 2020
GOOGLAlphabet Inc.	$5.76M	0.58%	0.00%	+5.7%	Q1 2020
CINFCincinnati Financial Corp	$5.35M	0.54%	0.02%	-1.2%	Q1 2020
METAMeta Platforms, Inc.	$5.29M	0.53%	Not reported	+12.8%	Q1 2020
LLYELI LILLY & Co	$5.08M	0.51%	0.00%	+0.9%	Q2 2021
GEGeneral Electric Co	$4.57M	0.46%	0.00%	-3.9%	Q1 2023
RTXRTX Corp	$3.8M	0.38%	0.00%	-13.6%	Q3 2022
VVisa Inc.	$3.64M	0.37%	0.00%	-7.3%	Q1 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.53M	0.36%	0.00%	+8.6%	Q3 2020
HDHome Depot, Inc.	$3.53M	0.36%	0.00%	-11.0%	Q1 2020
MUMicron Technology Inc	$3.16M	0.32%	0.00%	-5.2%	Q1 2025
CATCaterpillar Inc	$2.59M	0.26%	0.00%	-0.3%	Q2 2020
FFBCFirst Financial Bancorp	$2.54M	0.26%	0.07%	-0.1%	Q1 2020
GSGoldman Sachs Group Inc	$2.51M	0.25%	0.00%	-1.5%	Q1 2020
TSLATesla, Inc.	$2.47M	0.25%	0.00%	-5.1%	Q3 2020
PMPhilip Morris International Inc.	$2.42M	0.24%	0.00%	+4.1%	Q1 2020
LINLinde PLC	$2.17M	0.22%	0.00%	-3.0%	Q1 2022
BTIBritish American Tobacco p.l.c.	$2.11M	0.21%	0.00%	-1.3%	Q4 2024
AMATApplied Materials Inc	$2.08M	0.21%	0.00%	-8.9%	Q2 2025
ABBVAbbVie Inc.	$2.08M	0.21%	0.00%	+3.4%	Q2 2020
NEENextera Energy Inc	$2.05M	0.21%	0.00%	+0.3%	Q1 2022
CSCOCisco Systems, Inc.	$1.89M	0.19%	0.00%	+11.5%	Q1 2021
AMGNAmgen Inc	$1.85M	0.19%	0.00%	-6.2%	Q3 2020
WMTWalmart Inc.	$1.83M	0.18%	0.00%	+1.3%	Q1 2020
RCLRoyal Caribbean Cruises Ltd	$1.71M	0.17%	0.00%	+8.4%	Q3 2024
CARRCARRIER GLOBAL Corp	$1.69M	0.17%	0.00%	-3.8%	Q2 2021
UNHUnitedhealth Group Inc	$1.69M	0.17%	0.00%	+0.1%	Q1 2020
CVXChevron Corp	$1.68M	0.17%	0.00%	+6.0%	Q1 2020
INTCIntel Corp	$1.67M	0.17%	0.00%	+18.2%	Q1 2020
AXPAmerican Express Co	$1.62M	0.16%	0.00%	-15.6%	Q2 2022
MRKMerck & Co., Inc.	$1.59M	0.16%	0.00%	+14.1%	Q1 2020
MCDMcdonalds Corp	$1.56M	0.16%	0.00%	-8.6%	Q1 2020
DUKDuke Energy CORP	$1.55M	0.16%	0.00%	-1.8%	Q1 2020
KLACKla Corp	$1.48M	0.15%	0.00%	+9.7%	Q3 2020
MAMastercard Inc	$1.47M	0.15%	0.00%	+6.1%	Q4 2024
TJXTJX Companies Inc	$1.44M	0.15%	0.00%	-3.6%	Q2 2020
GEVGE Vernova Inc.	$1.43M	0.14%	0.00%	+6.3%	Q2 2024
IBMInternational Business Machines Corp	$1.39M	0.14%	0.00%	-5.3%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.38M	0.14%	Not reported	+0.5%	Q1 2020
UBERUber Technologies, Inc	$1.35M	0.14%	0.00%	+13.6%	Q3 2023
BACBank of America Corp	$1.34M	0.13%	0.00%	+1.6%	Q1 2020
AMDAdvanced Micro Devices Inc	$1.32M	0.13%	0.00%	+5.1%	Q2 2025

Q1 2026Reported May 4, 2026161 positions
CGCPCardiogenesis Corp	$72.1M	8.22%	Not reported	+5.8%	Q2 2022
PGPROCTER & GAMBLE Co	$17.6M	2.00%	0.01%	+4.5%	Q1 2020
AAPLApple Inc.	$15.7M	1.79%	0.00%	+2.0%	Q1 2020
MSFTMicrosoft Corp	$10.3M	1.18%	0.00%	+9.2%	Q1 2020
AVGOBroadcom Inc.	$9.51M	1.09%	0.00%	+5.6%	Q1 2020
NVDANvidia Corp	$8.73M	1.00%	0.00%	+12.8%	Q1 2022
GOOGAlphabet Inc.	$7.58M	0.86%	Not reported	+4.7%	Q1 2020
AMZNAmazon Com Inc	$7.35M	0.84%	0.00%	+10.6%	Q1 2020
JPMJPMorgan Chase & Co	$6.13M	0.70%	0.00%	0.0%	Q1 2020
METAMeta Platforms, Inc.	$4.77M	0.54%	Not reported	-1.0%	Q1 2020
CINFCincinnati Financial Corp	$4.6M	0.53%	0.02%	+1.6%	Q1 2020
RTXRTX Corp	$4.47M	0.51%	0.00%	-7.2%	Q3 2022
GOOGLAlphabet Inc.	$4.38M	0.50%	0.00%	+6.7%	Q1 2020
LLYELI LILLY & Co	$3.86M	0.44%	0.00%	+9.2%	Q2 2021
HDHome Depot, Inc.	$3.7M	0.42%	0.00%	-2.2%	Q1 2020
GEGeneral Electric Co	$3.61M	0.41%	0.00%	-3.4%	Q1 2023
VVisa Inc.	$3.47M	0.40%	0.00%	-7.0%	Q1 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.3M	0.26%	0.00%	+7.0%	Q3 2020
TSLATesla, Inc.	$2.3M	0.26%	0.00%	+3.7%	Q3 2020
NEENextera Energy Inc	$2.17M	0.25%	0.00%	+1.4%	Q1 2022
GSGoldman Sachs Group Inc	$2.13M	0.24%	0.00%	-3.3%	Q1 2020
LINLinde PLC	$2.13M	0.24%	0.00%	+9.1%	Q1 2022
PMPhilip Morris International Inc.	$2.13M	0.24%	0.00%	+22.9%	Q1 2020
FFBCFirst Financial Bancorp	$2.09M	0.24%	0.07%	-0.5%	Q1 2020
BTIBritish American Tobacco p.l.c.	$2.03M	0.23%	0.00%	+7.2%	Q4 2024
WMTWalmart Inc.	$1.99M	0.23%	0.00%	+5.8%	Q1 2020
CVXChevron Corp	$1.98M	0.23%	0.00%	+21.0%	Q1 2020
MCDMcdonalds Corp	$1.96M	0.22%	0.00%	-2.2%	Q1 2020
AMGNAmgen Inc	$1.92M	0.22%	0.00%	+2.2%	Q3 2020
ABBVAbbVie Inc.	$1.74M	0.20%	0.00%	+3.7%	Q2 2020
CATCaterpillar Inc	$1.73M	0.20%	0.00%	-18.4%	Q2 2020
AXPAmerican Express Co	$1.72M	0.20%	0.00%	-2.7%	Q2 2022
NFLXNetflix Inc	$1.72M	0.20%	0.00%	+17.6%	Q1 2020
DUKDuke Energy CORP	$1.63M	0.19%	0.00%	+1.8%	Q1 2020
TJXTJX Companies Inc	$1.58M	0.18%	0.00%	-2.9%	Q2 2020
ABTAbbott Laboratories	$1.57M	0.18%	0.00%	-8.0%	Q1 2020
XOMExxonMobil Holdings Corp	$1.47M	0.17%	0.00%	+19.0%	Q2 2020
RCLRoyal Caribbean Cruises Ltd	$1.37M	0.16%	0.00%	+12.6%	Q3 2024
CARRCARRIER GLOBAL Corp	$1.35M	0.15%	0.00%	-3.6%	Q2 2021
MAMastercard Inc	$1.34M	0.15%	0.00%	+24.5%	Q4 2024
CMECme Group Inc.	$1.31M	0.15%	0.00%	-44.7%	Q1 2020
MRKMerck & Co., Inc.	$1.31M	0.15%	0.00%	-14.3%	Q1 2020
IBMInternational Business Machines Corp	$1.27M	0.14%	0.00%	-8.9%	Q4 2023
SPGIS&P Global Inc.	$1.22M	0.14%	0.00%	+1.5%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$1.2M	0.14%	Not reported	-24.1%	Q1 2020
UBERUber Technologies, Inc	$1.19M	0.14%	0.00%	+18.3%	Q3 2023
BACBank of America Corp	$1.13M	0.13%	0.00%	-4.2%	Q1 2020
CSCOCisco Systems, Inc.	$1.12M	0.13%	0.00%	+69.5%	Q1 2021
VRTXVertex Pharmaceuticals Inc / Ma	$1.12M	0.13%	0.00%	+24.5%	Q1 2024
UNHUnitedhealth Group Inc	$1.1M	0.13%	0.00%	+31.8%	Q1 2020

Q4 2025Reported Feb 2, 2026156 positions
CGCPCardiogenesis Corp	$69.1M	7.91%	Not reported	+3.6%	Q2 2022
PGPROCTER & GAMBLE Co	$16.7M	1.91%	0.01%	-2.3%	Q1 2020
AAPLApple Inc.	$16.5M	1.89%	0.00%	+1.6%	Q1 2020
MSFTMicrosoft Corp	$12.3M	1.41%	0.00%	+3.2%	Q1 2020
AVGOBroadcom Inc.	$10.1M	1.15%	0.00%	-0.4%	Q1 2020
NVDANvidia Corp	$8.27M	0.95%	0.00%	+4.8%	Q1 2022
GOOGAlphabet Inc.	$7.92M	0.91%	Not reported	-1.3%	Q1 2020
AMZNAmazon Com Inc	$7.36M	0.84%	0.00%	+1.2%	Q1 2020
JPMJPMorgan Chase & Co	$6.71M	0.77%	0.00%	0.0%	Q1 2020
METAMeta Platforms, Inc.	$5.56M	0.64%	Not reported	-5.5%	Q1 2020
CINFCincinnati Financial Corp	$4.7M	0.54%	0.02%	+1.2%	Q1 2020
RTXRTX Corp	$4.58M	0.52%	0.00%	+0.5%	Q3 2022
GOOGLAlphabet Inc.	$4.47M	0.51%	0.00%	+7.2%	Q1 2020
VVisa Inc.	$4.33M	0.50%	0.00%	0.0%	Q1 2020
LLYELI LILLY & Co	$4.13M	0.47%	0.00%	+9.2%	Q2 2021
GEGeneral Electric Co	$4.05M	0.46%	0.00%	+0.8%	Q1 2023
HDHome Depot, Inc.	$3.95M	0.45%	0.00%	+2.6%	Q1 2020
TSLATesla, Inc.	$2.68M	0.31%	0.00%	-0.3%	Q3 2020
GSGoldman Sachs Group Inc	$2.29M	0.26%	0.00%	-7.5%	Q1 2020
CMECme Group Inc.	$2.19M	0.25%	0.00%	+4.4%	Q1 2020
AXPAmerican Express Co	$2.16M	0.25%	0.00%	+2.2%	Q2 2022
ABTAbbott Laboratories	$2.08M	0.24%	0.00%	-3.5%	Q1 2020
MCDMcdonalds Corp	$1.97M	0.23%	0.00%	+5.2%	Q1 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.93M	0.22%	0.00%	+4.6%	Q3 2020
FFBCFirst Financial Bancorp	$1.89M	0.22%	0.08%	+4.8%	Q1 2020
NEENextera Energy Inc	$1.85M	0.21%	0.00%	+3.2%	Q1 2022
BTIBritish American Tobacco p.l.c.	$1.83M	0.21%	0.00%	+9.1%	Q4 2024
ABBVAbbVie Inc.	$1.76M	0.20%	0.00%	-0.9%	Q2 2020
AMGNAmgen Inc	$1.74M	0.20%	0.00%	+1.7%	Q3 2020
CATCaterpillar Inc	$1.71M	0.20%	0.00%	-20.7%	Q2 2020
IBMInternational Business Machines Corp	$1.7M	0.19%	0.00%	+9.2%	Q4 2023
WMTWalmart Inc.	$1.68M	0.19%	0.00%	+141.1%	Q1 2020
LINLinde PLC	$1.68M	0.19%	0.00%	-5.4%	Q1 2022
PMPhilip Morris International Inc.	$1.68M	0.19%	0.00%	+18.9%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$1.65M	0.19%	Not reported	+32.8%	Q1 2020
TJXTJX Companies Inc	$1.56M	0.18%	0.00%	-1.8%	Q2 2020
SPGIS&P Global Inc.	$1.48M	0.17%	0.00%	+0.4%	Q1 2020
DUKDuke Energy CORP	$1.44M	0.16%	0.00%	+0.3%	Q1 2020
NFLXNetflix Inc	$1.43M	0.16%	0.00%	-6.6%	Q1 2020
MRKMerck & Co., Inc.	$1.33M	0.15%	0.00%	+39.0%	Q1 2020
BACBank of America Corp	$1.33M	0.15%	0.00%	+4.0%	Q1 2020
CARRCARRIER GLOBAL Corp	$1.31M	0.15%	0.00%	-11.1%	Q2 2021
MAMastercard Inc	$1.23M	0.14%	0.00%	+6.3%	Q4 2024
RCLRoyal Caribbean Cruises Ltd	$1.23M	0.14%	0.00%	-5.7%	Q3 2024
MRSHMarsh & Mclennan Companies, Inc.	$1.22M	0.14%	0.00%	-7.2%	Q1 2020
CVXChevron Corp	$1.21M	0.14%	0.00%	+2.3%	Q1 2020
UBERUber Technologies, Inc	$1.14M	0.13%	0.00%	-2.4%	Q3 2023
SHOPShopify Inc.	$1.12M	0.13%	0.00%	-1.3%	Q2 2020
CRMSalesforce, Inc.	$1.09M	0.13%	0.00%	+6.7%	Q1 2024
MSMorgan Stanley	$1.05M	0.12%	0.00%	+13.4%	Q4 2024

Q3 2025Reported Nov 4, 2025155 positions
CGCPCardiogenesis Corp	$66.9M	7.95%	Not reported	+4.7%	Q2 2022
PGPROCTER & GAMBLE Co	$18.3M	2.18%	0.01%	-2.1%	Q1 2020
AAPLApple Inc.	$15.2M	1.81%	0.00%	+3.1%	Q1 2020
MSFTMicrosoft Corp	$12.8M	1.52%	0.00%	+3.1%	Q1 2020
AVGOBroadcom Inc.	$9.64M	1.15%	0.00%	-0.5%	Q1 2020
NVDANvidia Corp	$7.9M	0.94%	0.00%	+16.2%	Q1 2022
AMZNAmazon Com Inc	$6.92M	0.82%	0.00%	+9.5%	Q1 2020
JPMJPMorgan Chase & Co	$6.57M	0.78%	0.00%	-2.3%	Q1 2020
METAMeta Platforms, Inc.	$6.54M	0.78%	Not reported	-3.6%	Q1 2020
GOOGAlphabet Inc.	$6.22M	0.74%	Not reported	-1.0%	Q1 2020
HDHome Depot, Inc.	$4.54M	0.54%	0.00%	-0.1%	Q1 2020
CINFCincinnati Financial Corp	$4.5M	0.53%	0.02%	-1.3%	Q1 2020
VVisa Inc.	$4.21M	0.50%	0.00%	-2.3%	Q1 2020
RTXRTX Corp	$4.16M	0.49%	0.00%	-5.8%	Q3 2022
GEGeneral Electric Co	$3.93M	0.47%	0.00%	-3.7%	Q1 2023
GOOGLAlphabet Inc.	$3.24M	0.39%	0.00%	+7.0%	Q1 2020
LLYELI LILLY & Co	$2.69M	0.32%	0.00%	+19.0%	Q2 2021
TSLATesla, Inc.	$2.66M	0.32%	0.00%	-0.3%	Q3 2020
ABTAbbott Laboratories	$2.3M	0.27%	0.00%	-0.9%	Q1 2020
GSGoldman Sachs Group Inc	$2.24M	0.27%	0.00%	-0.2%	Q1 2020
CMECme Group Inc.	$2.08M	0.25%	0.00%	+5.9%	Q1 2020
LINLinde PLC	$1.98M	0.24%	0.00%	0.0%	Q1 2022
NFLXNetflix Inc	$1.95M	0.23%	0.00%	+8.1%	Q1 2020
AXPAmerican Express Co	$1.9M	0.23%	0.00%	+20.3%	Q2 2022
MCDMcdonalds Corp	$1.86M	0.22%	0.00%	-4.5%	Q1 2020
FFBCFirst Financial Bancorp	$1.82M	0.22%	0.08%	0.0%	Q1 2020
CATCaterpillar Inc	$1.8M	0.21%	0.00%	-5.2%	Q2 2020
ABBVAbbVie Inc.	$1.8M	0.21%	0.00%	-5.1%	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.7M	0.20%	0.00%	+6.2%	Q3 2020
NEENextera Energy Inc	$1.68M	0.20%	0.00%	+2.7%	Q1 2022
CARRCARRIER GLOBAL Corp	$1.67M	0.20%	0.00%	-5.6%	Q2 2021
BTIBritish American Tobacco p.l.c.	$1.57M	0.19%	0.00%	+12.3%	Q4 2024
RCLRoyal Caribbean Cruises Ltd	$1.52M	0.18%	0.00%	+10.5%	Q3 2024
DUKDuke Energy CORP	$1.51M	0.18%	0.00%	+0.4%	Q1 2020
TJXTJX Companies Inc	$1.5M	0.18%	0.00%	+3.3%	Q2 2020
IBMInternational Business Machines Corp	$1.48M	0.18%	0.00%	-6.7%	Q4 2023
AMGNAmgen Inc	$1.48M	0.18%	0.00%	-7.1%	Q3 2020
PMPhilip Morris International Inc.	$1.43M	0.17%	0.00%	+8.0%	Q1 2020
MRSHMarsh & Mclennan Companies, Inc.	$1.42M	0.17%	0.00%	-6.1%	Q1 2020
UBERUber Technologies, Inc	$1.4M	0.17%	0.00%	+16.2%	Q3 2023
SPGIS&P Global Inc.	$1.37M	0.16%	0.00%	-0.3%	Q1 2020
UNHUnitedhealth Group Inc	$1.28M	0.15%	0.00%	+7.4%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$1.22M	0.14%	Not reported	+0.4%	Q1 2020
CVXChevron Corp	$1.2M	0.14%	0.00%	+6.0%	Q1 2020
BACBank of America Corp	$1.2M	0.14%	0.00%	+2.8%	Q1 2020
MAMastercard Inc	$1.16M	0.14%	0.00%	+20.4%	Q4 2024
TRPTC Energy Corp	$1.05M	0.13%	Not reported	-14.1%	Q1 2024
SHOPShopify Inc.	$1.05M	0.12%	0.00%	+1.7%	Q2 2020
HONHoneywell International Inc	$1.05M	0.12%	0.00%	-17.9%	Q3 2020
PNCPNC Financial Services Group, Inc.	$1.05M	0.12%	0.00%	-9.1%	Q1 2024

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