Souders Financial Advisors
Top Portfolio Positions
158 positions ·
$217,786,904 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
121,624 | $17,567,370 | 8.07% |
| AAPL |
Apple Inc.
Technology
|
61,769 | $15,676,354 | 7.20% |
| MSFT |
Microsoft Corp
Technology
|
27,887 | $10,322,930 | 4.74% |
| AVGO |
Broadcom Inc.
Technology
|
30,737 | $9,513,408 | 4.37% |
| NVDA |
Nvidia Corp
Technology
|
50,037 | $8,726,452 | 4.01% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,270 | $7,345,682 | 3.37% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
20,825 | $6,125,882 | 2.81% |
| META |
Meta Platforms, Inc.
Communication Services
|
8,333 | $4,767,559 | 2.19% |
| CINF |
Cincinnati Financial Corp
Financial Services
|
29,264 | $4,604,690 | 2.11% |
| RTX |
RTX Corp
Industrials
|
23,171 | $4,469,685 | 2.05% |
Portfolio Trend
Holdings in BITW
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $849,406 | 19,042 | Shares | Sole | 2026-05-04 | |
| No quarters match your search. | ||||||