Souders Financial Advisors
Top Portfolio Positions
159 positions ·
$218,730,928 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
121,624 | $17,567,370 | 8.03% | |
| AAPL |
Apple Inc.
Technology
|
61,769 | $15,676,354 | 7.17% | |
| MSFT |
Microsoft Corp
Technology
|
27,887 | $10,322,930 | 4.72% | |
| AVGO |
Broadcom Inc.
Technology
|
30,737 | $9,513,408 | 4.35% | |
| NVDA |
Nvidia Corp
Technology
|
50,037 | $8,726,452 | 3.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,270 | $7,345,682 | 3.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
20,825 | $6,125,882 | 2.80% | |
| META |
Meta Platforms, Inc.
Communication Services
|
8,333 | $4,767,559 | 2.18% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
29,264 | $4,604,690 | 2.11% | |
| RTX |
RTX Corp
Industrials
|
23,171 | $4,469,685 | 2.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LCNB
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276,628 | 17,744 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $290,660 | 17,734 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $253,645 | 16,921 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $245,731 | 16,912 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $249,980 | 16,902 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $248,843 | 16,447 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $247,720 | 16,438 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $230,502 | 16,571 | Shares | Sole | 2024-08-28 | |
| No 13F history on record for this holder in this stock. | ||||||